First, the stock market news
1. The pre-sale box office of new films in the Spring Festival in 2023 will exceed 200 million yuan
According to the real-time data of Lighthouse Professional Edition data, as of 16:45 on January 17, the pre-sale box office of new films in the 2023 Spring Festival file exceeded 200 million yuan, and the four live-action films "Nameless", "Manjiang Red", "The Wandering Earth 2" and "Exchange Life" ranked in the top four.
Film and television: Happy Blue Ocean Chinese movies
2. Ministry of Industry and Information Technology and other six departments: explore and carry out the construction of smart energy systems, smart microgrids and virtual power plants that integrate source, grid, load and storage, and complement each other with multiple energy
The Ministry of Industry and Information Technology and other six departments issued guidance on promoting the development of the energy electronics industry. The opinions propose to use distributed energy storage, "photovoltaic + energy storage" and other modes to promote the diversification of energy supply, and improve the application level of energy electronic products in new infrastructure fields such as 5G base stations and new energy vehicle charging piles. Improve energy supply capacity for major projects such as "East Data and West Calculation", establish distributed photovoltaic cluster supporting energy storage systems, and promote renewable energy consumption such as data centers. Explore and carry out the construction of smart energy systems, smart microgrids and virtual power plants that integrate source, grid, load and storage, and complement each other with multiple energy, develop rapid and real-time microgrid coordinated control systems and multiple user-friendly intelligent supply-demand interaction technologies, accelerate the research and development of photovoltaic products and energy storage systems suitable for smart microgrids, and meet users' personalized electricity needs.
Virtual power plant: Hyde Control CLOU Electronics
3. Ministry of Industry and Information Technology and other six departments: improve the supply capacity of solar photovoltaic and new energy storage batteries
The Ministry of Industry and Information Technology and other six departments issued guidance on promoting the development of the energy electronics industry. The opinions propose to accelerate the innovation and breakthrough of smart photovoltaics, develop high-purity silicon materials and large-size silicon wafer technologies, support the production of high-efficiency and low-cost crystalline silicon cells, promote the R&D and application of advanced technologies such as N-type high-efficiency cells, flexible thin-film cells, perovskites and tandem cells, and improve large-scale mass production capabilities. Encourage the development of advanced and applicable smart photovoltaic modules, and develop key components such as smart inverters, controllers, combiner boxes, and tracking systems. Strengthen the research of new energy storage battery industrialization technology, and promote the large-scale application of advanced energy storage technology and products. Research and breakthroughs in key technologies such as ultra-long-life and high-safety battery systems, large-scale large-capacity and high-efficiency energy storage, and mobile energy storage for vehicles, and accelerate the research and development of new batteries such as solid-state batteries, sodium-ion batteries, and hydrogen energy storage/fuel cells.
Photovoltaic/lithium battery: Evergrande high-tech Veike technology
4. Liu He: The relationship between controlling inflation and promoting economic growth should be balanced, and China's economy will achieve an overall improvement in 2023
Vice Premier Liu He said at the Davos Summit that at present, some countries have adopted the idea of dealing with inflation, that is, inflation, interest rate hikes, recession and recovery. It should be noted that this round of inflation is a compound inflation, and the causes are more complex, so we believe that in addition to demand-side management, we need to pay attention to the joint efforts of both supply and demand ends to repair the industrial chain and supply chain simultaneously. We should attach great importance to energy security and food security, jointly promote international cooperation, jointly safeguard world peace, and reasonably respond to common challenges. We also call on major countries to raise interest rates while paying great attention to the possible spillover impact on emerging market countries to prevent aggravating debt and financial risks. We also agreed to work with all parties to address the debt challenges faced by some developing countries.
Vice Premier Liu He said at the Davos Summit that the overall judgment on China's economic trend is that after hard work, China's economy will achieve an overall turnaround in 2023 and the growth rate will reach a normal level; It is expected that imports will increase significantly this year, enterprises will increase investment, and household consumption will return to normal.
5. Premier Li: Further make overall plans to ensure the supply and price stability of energy and other important commodities, and ensure the demand for electricity for economic and social development
On the 17th, on the eve of the Spring Festival, Premier Li of the State Council visited the State Grid Corporation and expressed condolences to grassroots cadres and workers by video. The person in charge of the State Grid reported on the power supply guarantee. Premier Li said, "Energy supply is related to the overall situation of economic and social development. In the past year, the mainland's economic development has been extraordinary, with prominent international energy problems, sharp price fluctuations, and a period of high temperature and little rain in China increasing the pressure on power supply. All relevant parties have made joint efforts to accelerate the release of advanced coal production capacity, implemented a series of policies to support the rescue of coal power enterprises, guaranteed domestic energy demand, supported reasonable economic growth, met the needs of people's livelihood, and played an important role in stabilizing prices, which is extremely difficult. It is necessary to make overall plans to ensure the supply and price stability of energy and other important commodities, and continue to work hard to promote reasonable economic growth and stabilize the price level. At the National Power Dispatching and Control Center, Premier Li learned in detail about power load changes and dispatching operations. He said, "Only when there is enough electricity can the economy be sufficiently motivated and the people's livelihood can be confident." After the holiday, electricity consumption will still peak in winter, and with the implementation of optimized and adjusted epidemic prevention and control measures, economic growth will continue to pick up and electricity demand will increase. It is necessary to maintain the corresponding growth of energy supply, strengthen regional power regulation and coordinated dispatch of various power sources, focus on improving peak supply capacity, and ensure the demand for electricity for economic and social development. At present, it is midwinter, and it is necessary to support the northern region to ensure heating energy from the actual situation, and ensure that the masses are warm through the winter. ”
Coal: Zhengzhou Coal Power Shaanxi Black Cat
Thermal power: Shennan Power A Construction Investment Energy
6. The State Press and Publication Administration released the approval information of domestic online games in January
A total of 88 games were approved, including Tencent's "Yuan Dream Star", NetEase's "Extraordinary Pioneer", and Mihayou's "Honkai: Star Dome Railway"
Game: Dasheng Culture Tianyu Mathematics
7. The first meeting of the 14th National Committee of the Chinese People's Political Consultative Conference was held in Beijing on March 4, 2023
The 25th Meeting of the Standing Committee of the 13th National Committee of the Chinese People's Political Consultative Conference decided that the first meeting of the 14th National Committee of the Chinese People's Political Consultative Conference will be held in Beijing on March 4, 2023. It is proposed that the main agenda of the meeting be: hearing and deliberating the work report of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference and the report on the motions work; Deliberate and adopt amendments to the Constitution of the Chinese People's Political Consultative Conference; Elect the Chairman, Vice Chairman, Secretary-General and Standing Committee members of the 14th National Committee of the Chinese People's Political Consultative Conference; Attend the first session of the 14th National People's Congress of the People's Republic of China as observers, and listen to and discuss the government work report and other relevant reports.
8. The media said that the European Central Bank considered adjusting the rate hike to 25 basis points in March, European stocks extended gains, and euro and German bond yields fell
According to Bloomberg, multiple (ECB) officials said ECB policymakers are starting to consider raising rates at a slower pace than President Christine Lagarde hinted at late last year, and while the possibility of a 50 basis point hike implied by Lagarde remained in February, a 25 basis point hike in March is gaining some support. But any slowdown in monetary tightening should not be seen as a wavering in the ECB's stance on fulfilling its mandate. Officials stressed that no decision has been made at this time and that policymakers are still likely to raise rates by 50 basis points in March, as Lagarde predicted on December 15. The euro fell about 40 pips against the dollar, hitting a low of 1.0812, making the overall intraday turn lower. The yield on German 10-year bonds plunged nearly 10 basis points to a new daily low of 2.064%, extending the overall intraday decline to more than 11 basis points. The European STOXX 600 index rose short-term, extending its overall intraday gain to more than 0.6%, and the Eurozone STOXX 50 index also extended its gain to nearly 0.9%.
Second, the interpretation of the hot spots of the previous day
1. Domestic chips
Reason: The stock price rose sharply after the asset impairment of the leader
Broadcom Integration: The company is mainly engaged in wireless communication integrated circuit chips, including wireless microcontrollers with integrated microprocessors (MCUs), and uses the accumulation of technology in RF IC design to develop the world's first Wi-Fi 6 chip suitable for the Internet of Things, in addition to TWS, ETC and other related businesses
Yuanwanggu: 1. The world's leading supplier of radio frequency identification (RFID) solutions, the company has a full range of RFID core products such as chips and electronic tags independently developed; 2. The company conducts RFID tag chip research and development and industrialization based on ultra-high frequency for Internet of Vehicles applications, and has automotive electronic identification business
Yueling Co., Ltd.: 1. One of the key export enterprises of domestic automotive aluminum alloy wheels; The aluminum alloy wheels produced by the company can fully meet the needs of various models, and the product sales are centered on the international AM market, and the global cooperation with more than 200 customers; 2. The company participated in Wuhan Polytechnic Hydrogen Power Technology Co., Ltd., which was jointly initiated and established by Wuhan University of Technology (WUT) and Shenzhen Xiongtao Power Technology Co., Ltd.; The predecessor of the company is Wuhan Polytechnic New Energy Co., Ltd., established in 2006, which is committed to the technology development and large-scale industrialization of membrane electrodes (MEA), the core components of fuel cells; 3. Zhongshi Optical Core, in which the company participates, mainly sells three categories of products: InP (indium phosphide) epitaxial wafers, optical chips and laser devices
Gongda Electroacoustic: The company's self-developed chips are mainly MEMS chips and ASIC chips, which can be widely used in mobile phones, headphones, smart wear, computers, audio, automotive and other electronic products
United Technology: 1. The company plans to invest in the construction of medium and large-size monocrystalline silicon production base, and it is expected that the monocrystalline production capacity can be increased to 750 tons/year after completion; 2. Xinyang Silicon Semiconductor invested by the company is a domestic enterprise integrating semiconductor horizontal plating equipment and process, and the metal interconnection ECP horizontal plating equipment developed by a variety of sizes of single wafers can be widely used in chip stacking, advanced packaging, automotive electronics, power semiconductors and other market fields
Baiwei storage: the company is mainly engaged in semiconductor memory storage medium application research and development, packaging and testing, production and sales, the main products and services include embedded storage, consumer storage, industrial storage and advanced packaging and testing services
Aiwei Electronics: One of the main suppliers of digital-analog mixed-signal, analog and RF chip products in domestic smartphones
Smartway: The company is mainly engaged in high-performance CMOS image sensor chips
Sanwang Communication: 1. The company is mainly engaged in the research, production and sales of industrial Internet communication products, the main products are industrial Ethernet switches, embedded industrial Ethernet modules, etc.; 2. In March 2020, its subsidiary, Sanwang Qitong, signed a strategic agreement with the People's Government of Songjiang District, Shanghai, to invest in chip R&D business of smart city and industrial Internet with its own funds
2. Big finance
Reason: The CSRC issued the Measures for the Administration of Securities Brokerage Business; Northbound capital continues to flow in
Hongye Futures: The company has been purchased by Beijing Capital and has the qualifications of commodity futures brokerage, financial futures brokerage, futures investment consulting, asset management and so on
Xiangcai shares: A-grade brokerage, and at the same time participate in the great wisdom
High-tech development: Relying on its subsidiary Chengdu Beite Futures to engage in futures related business, the target company occupies a high market share in the Sichuan and western futures markets
Guosheng Financial Holdings: A comprehensive financial services group, Guosheng Securities is a wholly-owned subsidiary of the company
3. Military industry
Reason: AVIC intends to acquire Chengfei Group
Hengjiu Technology: Minbao Information, a holding subsidiary, focuses on the research, production and sales of information security and confidentiality technologies and products, and has a number of information security and confidentiality business-related qualifications and certificates, such as CMMI5 (Software Capability Maturity Model) certification, classified information system integration level B, information security service qualification (information system security integration level 3), and confidentiality qualification certificate of weapons and equipment research and production units (level 3).
Fiyda: 1. Aviation Industry Corporation of China, the controlling shareholder is AVIC International Holdings; 2. The leader of domestic watches, the only listed watch industry in China, provides high-quality and sophisticated timing equipment for Chinese astronauts
Kexin Electromechanical: 1. Domestic high-quality civil nuclear safety machinery and equipment manufacturing, nuclear power-related main products are nuclear safety pressure vessels; 2. The company has the second-class confidentiality qualification of the military industry, and its business covers the manufacture of nuclear power and military pressure vessels; 3. It is expected that the net profit will increase by 28.39%-39.09% in 22 years
4. Tourism
Reason: Spring Festival travel bookings are hot; Commercial performances involving Hong Kong, Macao and Taiwan will resume acceptance
Xi'an Catering: The company's major shareholder is the State-owned Asset Management Commission of Xi'an Qujiang New Area, which has 20 branches and 17 subsidiaries such as Xi'an Restaurant, Defa Chang Hotel, Xi'an Roast Duck Restaurant, Dahong Restaurant, Xi'an Yongning Xingye Hotel Co., Ltd., and has opened 2 community catering convenience stores
Xi'an Tourism: The company is mainly engaged in outbound travel, inbound tourism, domestic travel, business and incentive tourism and ticket agency business
5. Photovoltaic
Reason: Polysilicon prices stopped falling and rebounded
Saifutian : The company signed a 600 million yuan cell purchase contract with Suzhou GCL Integration
Shanxi Road and Bridge: The company is mainly engaged in the maintenance and charging of highway, bridge and tunnel infrastructure, the construction and operation of 4 charging piles in the Zuoquan service area under its jurisdiction, the construction of LNG refueling station in Heshun service area, and the development of photovoltaic power stations on idle land such as highway station areas
Vitadol: 1. Flux for photovoltaic modules is the material that module manufacturers must use when welding welding strips to the cell 2. The company has begun to supply water-based cleaning agents and other products to well-known new energy vehicle companies such as BYD and Great Wall Motor, and has successfully entered the field of new energy vehicles
Hemai Co., Ltd.: The company is mainly engaged in the research, production and sales of photovoltaic inverters and other power conversion equipment and electrical complete sets of equipment and related products
3. Summaries of the three major newspapers
Shangzheng knew it earlier
○The real estate industry is a pillar industry of the national economy and has great demand potential in the future
——————
At the press conference on the operation of the national economy held on the 17th, Kang Yi, director of the National Bureau of Statistics, said that in 2022, real estate development investment will decline by 10%, pulling down fixed asset investment by 2.7 percentage points. Judging from the latest situation, the state has introduced a series of policies to build a new real estate system, and the decline in many indicators of the real estate industry in December last year was narrowing. Preliminary judgment is that the drag of real estate on the entire economy in 2023 will not be greater than in 2022.
Authoritative sources believe that the real estate industry is the pillar industry of China's national economy, with real estate-related loans accounting for nearly 40% of bank credit, real estate-related income accounting for 50% of local comprehensive financial resources, and real estate accounting for 60% of urban residents' assets. China is still in the stage of rapid urbanization, and the huge demand potential will provide strong support for the development of the real estate industry.
CITIC Securities expects that restrictive policies that are not conducive to the release of consumer demand are expected to be relaxed soon. On the supply side, further liquidity support and expected management will continue to strengthen the balance sheets of housing companies. In terms of investment opportunities, leading real estate developers will directly benefit. Driven by real estate demand, we are optimistic about soda ash and float glass with price elasticity, construction machinery and heavy trucks with significantly improved demand, refining and coal chemical industry with improved cost and demand at the same time. In the post-real estate industry chain, optimistic about home appliances whose terminal sales are expected to recover. In addition, the expected improvement in real estate credit risk is expected to help bank stock valuations repair.
In terms of companies, leading real estate enterprises with abundant land reserves in core cities such as Poly Development (600048) +0.56% and China Merchants Shekou (001979) -0.56% are favored by many institutions.
○The price of polysilicon and silicon wafers has rebounded sharply, and institutions are optimistic about the acceleration of downstream start and shipment
——————
According to data from Shanghai Nonferrous Metal Network, the average price of polysilicon dense materials rose to 165 yuan / kg on January 16, up 35 yuan / kg from the previous month. It is also understood that the price of a leading silicon wafer in China jumped sharply again, and the 182mm silicon wafer jumped to 4.45 yuan / piece, up 0.55 yuan / piece from yesterday. 210mm size silicon wafers jumped to 5.8 yuan / piece, up 0.7 yuan / piece from yesterday.
Zheshang Securities believes that affected by the increase in downstream construction expectations, the price of silicon wafers stabilized and rebounded in the early stage to form a price anchor, and the volume of polysilicon orders gradually increased to stabilize short-term price expectations, and all links returned to reasonable profits. In terms of economy, the module price of 1.8 yuan/W is fully enough to support the start of large-scale ground power stations, and with the formation of stable price expectations in the dynamic balance, downstream starts and shipments are expected to accelerate.
TCL Central (002129) +0.17% occupies a leading position in the field of photovoltaic silicon wafers, and the market share of N-type products ranks first;
Numerical control (603185) -0.43% actively layout photovoltaic integrated manufacturing, silicon wafer production capacity planning a total of 75GW, with 40GW of production capacity under construction.
○Six departments deploy energy electronics industry, super capacitors and materials are expected to develop greatly
——————
The Ministry of Industry and Information Technology and other six departments recently jointly issued the "Guiding Opinions on Promoting the Development of the Energy Electronics Industry", proposing that by 2025, breakthroughs will be made in industrial technological innovation, the industrial foundation will be advanced, the level of industrial chain modernization will be significantly improved, and the industrial ecosystem will be basically established. Strengthen the research of new energy storage battery industrialization technology, promote the large-scale application of advanced energy storage technology and products, develop special porous carbon materials with high conductivity and activated carbon technology research and development in the field of supercapacitors.
It is understood that supercapacitor carbon has the characteristics of ultra-high specific surface area, conductivity, high capacity, etc., and is suitable for manufacturing supercapacitors. Supercapacitors are characterized by high power density, short charge and discharge time and long service life, and are widely used in rail transit, aerospace, power systems and new energy vehicles. At present, the supercapacitor market scale is growing rapidly, while the upstream supercapacitor carbon still relies on imports, and domestic manufacturers have broad space for development.
Yuanli Co., Ltd. (300174) -0.65% is the first listed company with high-performance supercapacitor carbon production capacity, with a planned supercapacitor carbon production capacity of 600 tons/year, and the first two production lines have each put into operation 150 tons/year;
Black Cat Co., Ltd. (002068) -2.41% The self-developed lithium-grade conductive carbon black products are mainly benchmarked against the general-purpose products of power battery enterprises, and are currently in the process of downstream customer testing.
○ BYD (002594) -1.39% said that in 2022, the Denza brand will be renewed, and in just a few months, the cumulative orders for Denza D9 will exceed 50,000. This year, Denza will release two new SUV models, namely the N7, a large 5-seat SUV, and a 6/7-seat optional medium and large SUV. The company actively deploys overseas business, and has shipped more than 10,000 BYD ATTO3 units to the Thai market, which has been recognized by the market and consumers with its strong product manufacturing and shipment capabilities.
○ Aohua Endoscopy (688212) -1.48% said that AQ-300 has been on the market for two months, and has been trialed in some head tertiary hospitals, and orders were generated in the fourth quarter of last year. At present, the clinical trial feedback is very good, especially the performance on the image side. AQ-300 is still in the process of continuous polishing, the pace of terminal installation will not be particularly fast, the company hopes to polish it to a more clinically satisfactory state in about half a year, and it is expected that the second half of the year will enter the peak period of installation.
○Zhenbao Island (603567) +0.39% said that in the post-epidemic era, the demand for drugs for immunity-enhancing and cardiovascular and cerebrovascular diseases will have certain breakthroughs. The company's immune products Lingqi plus oral liquid, eleuthero plus brain spirit combination and blood injection, thrombotong capsules and other blood and cerebrovascular products have a certain market layout, the company has also increased academic coverage, media promotion and other measures, it is expected that the sales of the company's products will be sustainable in 2023.
Times Wealth Information
> carbon monitoring and assessment pilot has achieved phased results, the pilot of the thermal power industry will be expanded to strengthen monitoring capacity building
——————
On January 17, the Ministry of Ecology and Environment held a regular press conference in January, and Jiang Huohua, deputy director of the Department of Ecological and Environmental Monitoring of the Ministry of Ecology and Environment, said that the carbon monitoring and assessment pilot has achieved phased results for more than a year. It is preliminarily confirmed that CO online monitoring has good application prospects, and the technical method of CH4 leakage detection is preliminarily established, and the temporal and spatial distribution of greenhouse gases is preliminarily understood. In the next step, we will focus on deepening the carbon monitoring and evaluation pilot and steadily expanding the pilot of the thermal power industry; Deepen the condensation of pilot results, and organize and carry out pilot summary and evaluation; Deepen the construction of monitoring support systems and strengthen carbon monitoring capacity building.
Carbon monitoring refers to the comprehensive observation, combined with numerical simulation, statistical analysis and other means to obtain greenhouse gas emission intensity, environmental concentration, ecosystem carbon source sink and other information, the main monitoring objects are carbon dioxide (CO2), methane (CH4), hydrofluorocarbons (HFCs) and other greenhouse gases emitted by human activities. On July 16, 2021, the national carbon emission trading gong opened, how to accurately monitor and account for carbon emissions is the key and difficult point, carbon monitoring is an important support for the auxiliary accounting system. Under the "3060" target, the carbon monitoring market space is large, and the market for estimated monitoring points and government monitoring points reached 7.4 billion yuan. If the needs of self-inspection and data disclosure of enterprises are considered, the market space for carbon monitoring is larger; At the same time, the implementation of carbon monitoring will drive the upgrading of conventional pollutant monitoring equipment, and related enterprises will usher in business opportunities.
Xuedilong (002658) +1.17% The company has completed the preliminary research and development of the "carbon emission online measurement intelligent monitoring system", which is committed to providing credible carbon emission data and providing data support for carbon emission supervision, assessment, trading and carbon asset management; The company has participated in the pilot construction of carbon emission monitoring and evaluation in some key industries and the formulation of some group standards and industry standards.
Lihe Technology (300800) +0.17% carbon trading is inseparable from carbon emission related data, and the Ministry of Ecology and Environment has carried out carbon monitoring pilot work. The company's air carbon emission monitoring solution is suitable for fixed emission source monitoring, park "scattered pollution" emission monitoring and overall monitoring of industrial parks, urban component station and super station construction, mobile law enforcement investigation, etc.
> tight supply, Norwegian salmon spot price soars 35%
——————
At the beginning of the new year, shortages caused international salmon prices to skyrocket. According to the Norwegian Seafood Council (NSC), Norwegian salmon export prices in the first week of 2023 were NOK 89.82/kg, a sharp increase of 35% over the same period last year, but exports were only 15,022 tonnes, down 18% from 18,047 tonnes in the same period last year. In terms of export markets, the EU, UK, South Korea and Japan markets decreased year-on-year, while sales in China and the United States increased significantly, including 791 tonnes exported to China in the first week, up 51% year-on-year. Chilean salmon prices continued last year's rally, rising for two consecutive weeks. According to domestic industry websites, on January 13, the quotations of Norwegian new fish in Beijing, Shanghai and Guangzhou were 195 yuan / kg, 197 yuan / kg and 200 yuan / kg respectively, soaring 32-35 yuan / kg, and since January 8, the Beijing market has basically been out of stock.
Since January 2023, due to the good demand in the end consumer market, the market of chilled salmon in the Chinese market has been making rapid progress, and upstream importers have been moving quickly, almost showing a situation of arrival and delivery. Since last week, chilled salmon in the Chinese market has been out of stock and sold out of stock many times in a short period of time. Norwegian salmon prices have risen steadily since mid-August last year, with cumulative increases of more than 90% so far. The Norwegian government imposes a 40% "resource tax" on salmon businesses, which applies to all marine aquaculture operations, effective from 1 January 2023. A number of salmon farming giants have withdrawn from the 2022 Norwegian salmon farming license auction, and the supply gap caused by the reduction of salmon companies' investment plans in Norway will gradually appear in the future.
According to Kontali's forecast, the global salmon supply growth rate will be less than -1% in 2022, and the compound annual growth rate of supply from 2021 to 2026 will be only 4%. Seafood analyst ABGSC pointed out that when the supply growth rate is less than 8.8%, salmon prices will maintain an upward trend. Analysts say there are now very few fish in the sea, and there are almost no fish to sell throughout the first half of the year. The tight balance between salmon supply and demand continues, coupled with the catalyst of resource tax collection, the supply is expected to further narrow, and the price of salmon is expected to rise sharply in 2023 against the background of rising demand.
Joywo Foods (300268) -4.09% of the products mainly include salmon, Arctic sweet shrimp, pollock, real cod, halibut, silver cod and other high-quality seafood products and based on the above high-quality seafood launched healthy and nutritious 3R prepared vegetable series products, the company expects the salmon harvest in 2022 will reach 95,000 tons, subsidiary Austris has 96 aquaculture licenses in Chile, benefiting from the sharp rise in salmon prices and the release of the company's production capacity.
Pioneer International (600097) +1.40% Canadian FCS company's main business is peony shrimp, salmon and so on.
> Xingyuan Zhuo Magnesium: is developing magnesium alloy semi-solid low-temperature injection molding technology
——————
Xingyuan Zhuo Magnesium (301398) +1.45% said in an institutional survey that the company will continue to focus on the research and development, production and sales of lightweight metal materials magnesium alloy and aluminum alloy in the fields of traditional automobiles, new energy vehicles, intelligent vehicles and electric bicycle parts in the future. At present, the company's main supporting end customers include Ford, Tesla, Volkswagen, SAIC, BMW, GM, Audi, Hongqi, Chery, Great Wall and other models. The company's major domestic new energy vehicle brands that are being developed and expanded include: Hongqi, SAIC, NIO, Great Wall, Xiaomi Automobile and other customers. The company is vigorously developing magnesium alloy semi-solid low-temperature injection molding technology, and in the future, the company will further develop the research and development and application of semi-solid low-temperature injection molding technology in other products and fields. The company has developed a number of new fields of related products such as automotive automatic driving module parts, automobile pedal frames and electric bicycles, and the mass production of related products in the future is the main incremental source of the company.
> polyfluoride: The company's sodium-ion batteries have been mass-produced off the production line
——————
The interactive platform said 002407 that the company's sodium-ion batteries have been rolled off the production line in batches and are undergoing various tests, and are also promoting on-board testing by a number of car manufacturers, and will formulate production plans according to market demand in the future. The company's expansion in 2022 will be completed on schedule or beyond expectations in accordance with the project plan, and the company's lithium hexafluorophosphate has a production capacity of 55,000 tons at this stage, which is in a state of full production and full sales. The 5GWH battery production line of the subsidiary Nanning, Guangxi, has been put into operation. In addition, the company is carrying out industrialization of liquid lithium salt, liquid LIFSI, NAFSI, etc.
China Securities Express
Six departments jointly issued a document to promote the development of the energy electronics industry
——————
The Ministry of Industry and Information Technology reported on January 17 that six departments including the Ministry of Industry and Information Technology issued guidance on promoting the development of the energy electronics industry. The opinions put forward the development of advanced and efficient photovoltaic products and technologies to accelerate the breakthrough of intelligent photovoltaic innovation. Strengthen the research of new energy storage battery industrialization technology, and promote the large-scale application of advanced energy storage technology and products. Strengthen the development and application of key information technology products for the new energy field, and promote the deep integration of information technology such as the Internet, big data, artificial intelligence, and 5G with green and low-carbon industries. Make full use of relevant channels at the central and local levels to implement relevant preferential policies and measures.
Comments: The energy electronics industry is an emerging industry generated by the integration and innovation of electronic information technology and new energy demand, and with the acceleration of global response to climate change, "energy consumption and electricity, low-carbon power production, production and consumption informatization" is accelerating evolution. Energy electronics is not only an important part of the implementation of the strategy of manufacturing power and network power, but also the material basis for the production, storage and utilization of new energy, and the backbone of achieving the goal of carbon peak and carbon neutrality. The agency believes that under the policy increase, the process of digital and intelligent construction of the new power system will inevitably enter the acceleration channel, the new business format will continue to evolve, and the related investment is expected to expand marginally.
CLOU Electronics (002121) +0.20% is a leading integrated energy service provider in China, with a product chain with smart energy as the core, including intelligent power distribution primary and secondary equipment, intelligent power instrumentation equipment, etc.
Longxin Technology (300682) +0.12% has a layout in charging pile aggregation platform, solar storage and charging integrated charging platform, energy consumption management, distributed photovoltaic cloud and other aspects.
Identify pilot cities for reclaimed water recycling and strengthen capital policy guarantees
——————
The Ministry of Ecology and Environment held a regular press conference on the 17th, and Liu Youbin, spokesperson of the Ministry of Ecology and Environment, introduced that recently, the Ministry of Ecology and Environment, the National Development and Reform Commission, the Ministry of Housing and Urban-Rural Development and the Ministry of Water Resources jointly issued the Notice on Publishing the List of Regional Reclaimed Water Recycling Pilot Cities in 2022, clarifying 19 regional reclaimed water recycling pilot cities. Liu Youbin said that in the next step, the Ministry of Ecology and Environment will work with relevant departments to guide the pilot localities to do a good job in the pilot work in accordance with the requirements of the Circular, coordinate the content and construction timing of the project, strengthen the guarantee of funds and policies, deepen the coordination and linkage of departments, timely summarize and refine good experience and good practices, and form a number of excellent cases with good effects, sustainable, replicable, and national promotion value.
Comments: National policies strongly support the recycling of reclaimed water. The National Development and Reform Commission and the Ministry of Housing and Urban-Rural Development issued the 14th Five-Year Plan for Urban Sewage Treatment and Resource Utilization last year. This is one of the many initiatives in the mainland to promote the utilization of sewage resources. Recently, the National Development and Reform Commission, the Ministry of Ecology and Environment and other ten departments jointly issued the "Guiding Opinions on Promoting the Utilization of Sewage Resources". The "Opinions" pointed out that by 2035, a systematic, safe, environmentally friendly and economical pattern of sewage resource utilization will be formed. The "Opinions" pointed out that it will accelerate the promotion of urban domestic sewage resource utilization, actively promote the resource utilization of industrial wastewater, steadily promote the resource utilization of agricultural and rural sewage, implement sewage collection and resource utilization facilities construction projects, implement regional reclaimed water recycling projects, implement industrial wastewater recycling projects, etc.
A-share related concept stocks mainly include Zhongzhi shares (603903) + 0.44%, Xingyuan Environment (300266) 0.00%, etc.
A good start, agricultural machinery purchase and application subsidy funds issued in advance
——————
The Ministry of Finance recently issued a message saying that it will issue 14.5 billion yuan in subsidies for the purchase and application of agricultural machinery in 2023 in advance, adhere to the goal orientation, and focus on supporting agricultural machinery related to ensuring national food security and the supply of important agricultural products. 2023 is the last year of the implementation of the agricultural machinery purchase subsidy policy in 2021-2023. The new round of agricultural machinery purchase subsidies was launched in the first year of the "14th Five-Year Plan", which is an important measure for the policy to promote the "14th Five-Year Plan" agricultural mechanization and help comprehensively promote rural revitalization and agricultural and rural modernization.
A-share related concept stocks mainly include Starlight Agricultural Machinery (603789) -0.71%, Smart Agriculture (000816) +0.55%, etc.
4. Announcement Information
1. Screening of major announcements
Ningbo Construction Engineering: The company signed 359 new contracts, with a cumulative contract amount of about RMB 4.982 billion, down 27.73% from the same period of the previous year.
Shandong Expressway: Name of the winning bid: Shandong Province Jingtai Expressway Qihe to Jinan section reconstruction and expansion project social capital procurement, total project investment: 860725.63 million yuan
Shanghai Construction Engineering: The cumulative amount of new contracts signed by the company was RMB 451.687 billion, an increase of about 2.07% over the same period last year
AIMA Technology: The company has established a wholly-owned subsidiary, Taizhou AIMA Locomotive Manufacturing Co., Ltd., which is responsible for all production and operation of "Taizhou Intelligent Electric Vehicle and High-speed Electric Motorcycle Project".
2. Abnormal fluctuation announcement
Electronic City: The daily closing price decline deviation has accumulated more than 20% in 2 consecutive trading days
Xiangcai shares: the deviation of the daily closing price increase in 3 consecutive trading days has reached 20%
3. Suspension and resumption of trading announcement
ST Xinhai: Resumption
Jetstrong Equipment: Suspended
5. The new concept of individual stocks the day before
6. External market and futures market
1. External market
2. Well-known U.S. stocks
1. Fuel cell energy
The company is the world's leading manufacturer of clean and efficient fuel cells. The company provides customers with affordable products that supply properly allocated energy, restore and store power solutions, including providing full service from project design to operation and installation of long-term fuel cell systems to routine maintenance.
2. Tesla
The company is an American electric vehicle and energy company founded on July 1, 2003 by Martin Eberhard and Mark Tapenning. Tesla designs, develops, manufactures, sells, leases high-performance all-electric vehicles and energy generation and storage systems, and provides services related to its products. Tesla is the world's first vertically integrated sustainable energy company, offering end-to-end clean energy products, including power generation, storage and consumption. Tesla is currently or is planning to launch electric vehicles to cater to a wide range of consumer and commercial vehicle markets, including the Model 3, Model Y, Model S, Model X, Cybertruck, Tesla Semi and a new Tesla Roadster. Combining technological advancements in its powertrain, autonomous and fully autonomous driving ("FSD") hardware and neural networks, its electric vehicles offer advantages such as leading range and charging flexibility; Superior acceleration, handling and safety features; a unique set of user-friendly and infotainment features; the ability to enable additional features via over-the-air updates; and savings on charging, maintenance, and other ownership costs.
3. Transoceanic Drilling LLC
It is a leading international provider of offshore oil and gas drilling services. The company focuses on the technically demanding global offshore drilling sector, especially in the deep sea and harsh environments.
4、CyberArk Software Ltd.
It is a global leader and pioneer in providing solutions to protect the core content of the network of enterprises from cyberattacks. CyberArk's software solutions focus on protecting privileged accounts, which has become a key goal in today's cyberattack lifecycle. Privileged accounts are ubiquitous and act as a "critical IT kingdom," providing complete access and control over all parts of IT infrastructure, industrial control systems, and critical business data. In the hands of external attackers and malicious insiders, privileged accounts allow attackers to control and compromise an organization's IT and industrial control infrastructure, steal confidential information, and submit financial fraud. The company's comprehensive solutions proactively protect credentials, quarantine and monitor sessions, detect and respond to privileged threats, provide secret management for commercial offline applications and applications built using DevOps methodologies, and ensure privileged access on endpoints. Their customers leverage the company's innovative solutions to introduce critical layers of security to protect, detect, and respond to cyberattacks before they attack critical systems, disrupt sensitive data, and disrupt business.
5. Game station
The company, one of the Fortune 500 companies headquartered in Grapevine, Texas, is the world's largest video game retailer, offering the best selection of new and used video game consoles, accessories and video games in both physical and digital formats. GameStop also offers fans a wide variety of POP! vinyl characters, collectibles, board games, and more. With GameStop's unique buy and sell trading program, gamers can trade cash or in-store points on video game consoles, games and accessories, and consumer electronics. The company's consumer product network also includes www.gamestop.com and GameInformer(R) magazine, the world's leading print and digital video game publication.
3. Chinese concept stocks
1. Bit Mining LLC (NYSE: BTCM)
is one of the world's leading publicly traded cryptocurrency mining companies. Its business covers crypto mining, mining pools, and data center operations. The company has a theoretical hashrate of 1,425.3 PH/s and owns the entire mining pool business operated by the BTC.com, including domain name BTC.com and BTC.com cryptocurrency wallets. As part of the company's growth strategy, the company will prioritize low-carbon energy while expanding its data center and hash computing capabilities globally to consolidate its industry leadership.
2. OneConnect Financial Technology Co., Ltd
It is an overseas registered offshore holding parent company operated by a domestic subsidiary. OneConnect is a technology-as-a-service (TaaS) platform for financial institutions, which is a national high-tech enterprise. The company integrates rich financial service experience and technology to provide "technology + business" solutions for financial institutions, helping customers improve efficiency, improve services, reduce costs, reduce risks, and achieve digital transformation.
3. Nature Pharmaceutical
Headquartered in Ji'an, Jiangxi Province, China, the company is a company engaged in the production and sales of pharmaceuticals in China. The company specializes in the production, marketing, sales and distribution of traditional Chinese medicine derivative products for the elderly to solve the physical condition of the elderly in the aging process and promote the overall well-being of the elderly. At the same time, it distributes biomedicine, medical devices, Chinese medicine pieces, dietary supplements, etc. produced by third-party pharmaceutical companies.
4. SPI Green Energy Internet Co., Ltd. (NASDAQ code: SPI)
is a global renewable energy company and provider of solar storage and electric vehicle (EV) solutions, founded in 2006, located in Roswell, California, USA, headquartered in Sacramento, California. The company has three core segments: SolarJuice Residential Solar, Commercial and Utility Solar segments including SPI Solar and Orange Electric, and Edison Future/Phoenix Electric Vehicle segments. SolarJuice is a leader in renewable energy system solutions for the residential and small commercial markets, with extensive operations in the Asia Pacific and North American markets. The Commercial and Utility Solar segment provides a full range of EPC services to third-party project developers and develops, owns, and operates solar projects that sell electricity to grids in multiple regions, including the United States, the United Kingdom, and Europe. Phoenix Motors is a leader in mid-sized commercial electric vehicles and is currently developing EV chargers, electric pickups, electric forklifts, and other EV products. SPI maintains a global presence in North America, Australia, Asia and Europe and is targeting strategic investment opportunities in fast-growing green industries such as battery storage, charging stations and other electric vehicles, leveraging the company's expertise and substantial solar cash flow.
5. Aceos LLC
Is a new high-tech company with artificial intelligence and blockchain as the core technology, the company provides customers with digital technology services including rescue, medical and health care, international trade, digital asset management through AI + block technology + satellite communication + big data, the company has been listed on the New York Stock Exchange on the main board of the United States, stock code: SOS. Headquartered in Qingdao, the company focuses on big data accumulation, cloud computing, Internet of Things, blockchain and artificial intelligence and other scientific and technological research and development, and has created an SOS cloud emergency rescue service SaaS platform led by three products: basic cloud (medical rescue card, car rescue card, financial rescue card, rescue mutual aid card), cooperative cloud (information rescue center, intelligent big data, intelligent software and hardware), and information cloud (today's news, today's e-commerce). Emergency rescue services such as mutual aid provide accurate information security services, marketing-related data, technologies and solutions, and use technology to drive big data to create an international and efficient rescue service system.
4. Futures market
Domestic night plate
Foreign contracts
7. Fund Market Summary
1. The latest net value of open-end funds
2. The latest net value of closed-end funds
3. The latest market of ETF funds
8. Brief analysis of IPOs
1. Glibo 301260
The offering price of 30.85 yuan per share is higher than the average static P/E ratio of the issuer's industry in the latest month released by China Securities Index Co., Ltd., and higher than the average static P/E ratio of comparable companies in the same industry. The price range is 12.38-18.39 yuan.
Application suggestions: the issuance PE is higher, the premium rate is low, the issuance price is higher, the circulating market value is higher, the speculation value is low, and the application is cautious.
2. Lingwei Technology 301373
The offering price of 33.73 yuan per share is higher than the average static P/E ratio of the issuer's industry in the latest month released by China Securities Index Co., Ltd., and higher than the average static P/E ratio of comparable companies in the same industry. The price range is 12.09-26.28 yuan.
Application suggestions: the issuance PE is higher, the premium rate is low, the issuance price is higher, the circulating market value is higher, the speculation value is low, and the application is cautious.
9. Review and study
The net inflow of northbound funds was 9.288 billion
Dragon and Tiger list of individual stocks
Space plate record table
The Shanghai index did not rise on Tuesday due to the previous day's breakthrough of the white line, indicating that the market is still relatively calm for the rally, and only some of the targets showed a wave of rally in early trading, and most of them remained unmoved.
Mainly because of the impact of normal technical adjustments, the market buying sentiment has not been hit hard, which for the broader market, it is like just climbing up from the pit to poke its head, and then resting for a while, after the rest is still based on the main tone.
Shanghai index daily close a small black line, intraday volatility limited to the previous day's high and low, from a technical point of view, the previous day's lower low did not fall below before, the market still has hope of rebound. Tuesday's pullback did not give away a third of the previous day's gains, which undoubtedly had a low negative emotional impact on the market.
Therefore, there can be a rebound in the later stage, and its spatial strength and time durability are worth looking forward to. Therefore, it is still necessary to give the broader market a certain amount of confidence in the later stage.
For the lower low, the 5-day line could have been counted as a downward test, but due to the recent delay, the space is not in place, and there is now a possibility to shake off this level.
On the whole, the probability of continuing to oscillate upward in the short term is large, and whether the Shanghai Index can get a second chance to get on the train near the 5-day line, we also need to be cautious and pay attention to the possibility of directly throwing off the 5-day line.
Go back to the plate
Because the index rose on Monday, and left a clear upper shadow, indicating that the short-term divergence of the market is relatively large Tuesday's choppy move was to digest and sort out divergences.
But there is a not very good signal, that is, the trading volume has shrunk too fast, from more than 900 billion to about 700 billion at once, indicating that the investors who entered the market are mainly some emotional retail investors, stimulated by the impulsive promotion of index new highs and breakthrough years. Because the bullet has been shot out, and institutional funds enter the market, it is generally planned to buy continuously, so the volume will not shrink sharply.
Fortunately, the northbound capital is still relatively powerful, and it continues to flow 9.3 billion, but the RMB exchange rate has depreciated from 6.69 to 6.78 in the past two days, which is unfavorable to the inflow of foreign capital, and may cause the inflow of northbound funds to slow down or even turn.
Talk about the ideas on the plate
Taiyong Long March quadruple board, and the golden dragon feather, which also belongs to BYD + wire and cable, is also topped
Helplessly, the market did not choose him with the same logic
And according to this logic, you can go to the power grid equipment again, and then go to BYD
In the morning, Saifu Sky board, TOPCON battery, in fact, these days before the holiday, some benchmarking to set, may not necessarily have the usual effect, if your January safety mat is okay, then you may wish to try a small position. Logic is not fulfilled and cut at speed. If January has already lost your mentality, let's celebrate the New Year early...
There is actually a lot of review content, time relationship, simplify part and talk to you.
The above is only shared as a personal idea, not as a basis for recommendation, it is not recommended that you follow the ticket, thank you, if you make money by watching my review, trouble to give a little affirmation, forward in the watch tip can be, thank you.
Posted before 7:30 a.m. on weekdays;
Such as discussion, like grinding;
Manually organize the data to the written 6-8 hours.
To present the best quality and most comprehensive articles.
The content of the article is divided into nine parts, including stock market news, hot spots in the previous day, summary of the three major reports, announcement information, new concepts of individual stocks the previous day, external market and futures market, fund market summary, brief analysis of new stocks, and review learning.
I hope my efforts will help you in trading!