In the morning trading today (January 27), A-Shares fluctuated lower and continued to adjust the trend. Fortunately, when the Shanghai index approached 3400, the banking sector supported the market and the decline of the stock index narrowed; In the afternoon, the stock index weakened further, the gem index approached the 2900 point mark, and the Shanghai index fell below the 3400 point integer mark. On the disk, banks supported the market, coal, airports, ports and shipping and other low-cost blue chips resisted the decline, while computer equipment, precious metals, tourism hotels, cultural media, decoration, communication equipment and other industries led the decline. In terms of subject matter stocks, covid-19 drugs stand out, with the decline of digital economy, electronic license sector and smart government.
covid-19 related concepts are active in the afternoon! Andon Health Co.Ltd(002432) once raised the limit Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Cansino Biologics Inc(688185) and so on
Covid-19 drug and covid-19 detection concept rose in the afternoon of the 27th. Covid-19 drug concept, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) led, Zhejiang Jianfeng Group Co.Ltd(600668) , Zhejiang Cheng Yi Pharmaceutical Co.Ltd(603811) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Zhejiang Canaan Technology Limited(300412) rose ahead; In terms of covid-19 detection concept, Andon Health Co.Ltd(002432) once rose by the limit, and then the rise of share price narrowed, Wuhan Hiteck Biological Pharma Co.Ltd(300683) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Asahi biology, Zhejiang Orient Gene Biotech Co.Ltd(688298) , Changzhou Qianhong Biopharma Co.Ltd(002550) and other gains were higher. In addition, Cansino Biologics Inc(688185) rose nearly 10% during the session.
In the previous four trading days, Andon Health Co.Ltd(002432) continued to callback, with a cumulative decline of more than 30%. This morning, the company announced that on January 26 local time in the United States, the U.S. subsidiary signed a “change contract” with the U.S. ACC (U.S. Army contract management command) on the original purchase contract. On the basis of the purchase of 250 million ihealth kit products in the original contract, the company purchased 104 million ihealth kit products. Due to the above changes, The total contract amount increased from US $1.275 billion to US $1.775 billion, about RMB 11.226 billion. The ihealth kit products purchased additionally shall be delivered before March 14, 2022, and the delivery method shall be Fob origin.
Andon Health Co.Ltd(002432) said that the performance of the above contract will have a positive impact on the operating revenue and operating profit in 2022. However, the company also suggests that the execution of orders and contracts may be affected by local epidemic changes, policy changes, changes in the company’s supply chain capacity, logistics and transportation risks, the terms of the contract that the U.S. government has the right to terminate at any time due to its own factors, as well as unforeseen or force majeure, and there may be a risk that the contract can not be performed on schedule or in full.
Benefiting from the significant increase in sales of the company’s testing kit products in the U.S. market, the company expects a significant increase in performance in 2021. On January 19, Andon Health Co.Ltd(002432) disclosed the performance forecast for 2021. It is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be 900 million yuan to 1.2 billion yuan, with a year-on-year increase of 271.4% to 395.19%; The net profit after deducting non recurring profits and losses was 850 million yuan to 1.15 billion yuan, with a year-on-year increase of 243.46% to 364.68%.
Nanjing Hicin Pharmaceutical Co.Ltd(300584) strong limit in the afternoon. The cumulative increase in nearly 13 trading days has doubled
Nanjing Hicin Pharmaceutical Co.Ltd(300584) (300584) strongly raised the daily limit in the afternoon. As of press time, the stock reported 42.96 yuan, with more than 10000 sealed orders on the daily limit board. In the last three trading days, the stock gained two trading limits. In the 13 trading days since January 11, the cumulative increase of the stock has doubled.
On the 19th, the company disclosed the performance forecast for 2021. It is expected that the net profit attributable to the shareholders of the listed company will be 288352700 yuan – 298961200 yuan, with a year-on-year increase of 22.09% – 441.3%. The company said that the main reasons for the significant year-on-year increase in annual performance are as follows: 1. During the reporting period, the company’s investment project subject Gaoyan oujin fund signed an equity transfer agreement on Gaoyan oujin biology with pagac iiinemo holding (HK) Limited, a non affiliated third party. In accordance with the relevant provisions of the accounting standards for business enterprises, the company takes the transaction price as the objective basis for the fair value valuation and recognition of the ending amount of the financial asset. After calculation, after deducting relevant taxes, the fair value income of the financial assets can obtain a net profit of about 260.2142 million yuan.
2. During the reporting period, due to the influence of regional volume procurement, clinical use restrictions and other factors, the sales volume of the company’s products decreased to a certain extent, and the company’s operating revenue and net profit after deduction decreased accordingly; The company estimates that the impact of non recurring profit and loss on net profit is about 261831400 yuan, which has a great impact.
Recently, the company also pointed out that it has noticed the recent discussion on the hot spots of Helicobacter pylori related market. The company’s digestive products include lansoprazole enteric coated tablets, omeprazole sodium for injection, Esme omeprazole sodium for injection and Lansoprazole for injection. Its indications include gastric ulcer, duodenal ulcer, reflux esophagitis, Zollinger Ellison syndrome, etc. As of the third quarter of 2021, the revenue of the above products accounted for less than 6% (the data was Unaudited), which had little impact on the company’s operating performance.
Cansino Biologics Inc(688185) rapid rise in the afternoon once increased by nearly 10%. Drug application Cansino Biologics Inc(688185) mass production and listing of single dose covid-19 vaccine
Cansino Biologics Inc(688185) (688185) rose rapidly in the afternoon of the 27th, once up nearly 10%, and then the increase fell back. On the news, on January 27, the mass production and listing ceremony of covid-19 vaccine produced by Shanghai Shangyao Cansino Biologics Inc(688185) biopharmaceutical Co., Ltd. was held in Baoshan District, Shanghai. It is reported that the covid-19 vaccine produced and listed in Shanghai is called “keweisha”. It is the only single shot covid-19 vaccine among the seven covid-19 vaccines approved in China so far. It was approved to be listed in China with conditions on February 25, 2021. Because one dose is effective and the protection can be formed quickly in 14 days, it can realize mass vaccination faster, It is more convenient for residents with poor mobility and busy work.
It is reported that Shangyao Cansino Biologics Inc(688185) will build a “vaccine super factory” covering an area of 50 mu and a construction area of about 50000 square meters. Using digital, intelligent and automatic systems such as BMS and EMS, it can realize the annual production capacity of 200 million doses of covid-19 vaccine, laying the foundation for building a large-scale production base for vaccines against major infectious diseases.
ten departments deploy key actions in eight aspects of digital village development to construct a key puzzle of Digital China (with shares)
10 departments including the central network information office issued the action plan for digital village development (2022-2025). The goal is to make important progress in the development of digital countryside by 2025. With the deepening popularization of 4G in rural areas and the innovative application of 5g, the digital transformation of agricultural production and operation has been significantly accelerated, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) construction has achieved preliminary results, and a number of rural e-commerce product brands with loud, excellent quality and distinctive characteristics have been cultivated. The rural network culture has prospered and developed, and the rural digital governance system has been improved day by day. The action plan deploys key actions in eight areas. The first is the upgrading of digital infrastructure, the second is Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) innovative development, the third is the development of new business forms and new models, the fourth is the improvement of digital governance ability, the fifth is the revitalization of rural network culture, the sixth is the building of smart green countryside, the seventh is the improvement of public service efficiency, and the eighth is the expansion and deepening of network assistance.
Minsheng Securities pointed out that the action plan has deployed eight key actions, which can be divided into several major directions: 1) digital infrastructure construction and upgrading, including encouraging the development of information terminals, technical products and mobile Internet application (APP) software adapted to the characteristics of “agriculture, rural areas and farmers”, and constantly enriching the construction of “agriculture, rural areas and farmers” information terminals and service supply. 2) Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) construction, combining specific industries with digitalization, including the national agricultural and rural big data platform, the national digital agriculture and rural innovation center, the Internet plus Shenzhen Agricultural Products Group Co.Ltd(000061) project and so on. 3) Governance and public services: on the one hand, digital empowerment of rural governance, including the construction of “intelligent legal aid” in rural areas, public safety video image information system in rural areas, intelligent meteorological disaster early warning system, active release terminal coverage of emergency broadcasting, etc; On the other hand, use digital means to improve public service capacity, including the national primary and secondary school teachers’ information technology application capacity improvement project, county telemedicine network, financial technology enabled Rural Revitalization demonstration project, etc.
The agency believes that according to this policy, the future digital village construction will focus on the key points of infrastructure, industrial digitization, governance and public service informatization. “All in one network” represents the sinking of government informatization from city to district and county, bringing large incremental market, and the first new point software; The new digital infrastructure of people’s livelihood has great potential. It is recommended to focus on Beijing Supermap Software Co.Ltd(300036) , Beijing Egova Co.Ltd(300075) , Cetc Digital Technology Co.Ltd(600850) in the field of grid management and digital pipe network, as well as Hangzhou Hikvision Digital Technology Co.Ltd(002415) and Zhejiang Dahua Technology Co.Ltd(002236) in the field of security. It is recommended to pay attention to Longshine Technology Group Co.Ltd(300682) , Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) in the field of smart charging and smart parking lot, as well as Beijing Forever Technology Co.Ltd(300365) , B-Soft Co.Ltd(300451) in the field of smart power grid and smart medical treatment.
on the first day of the year of the tiger, the pre-sale box office exceeded 200 million. Pay attention to the fixed file of Spring Festival films (with shares)
According to the data of cat’s eye professional edition, as of 17:53 on January 26, 2022, the pre-sale box office on the first day of the year of the tiger exceeded 200 million. The top three at the box office are “shuimen bridge of Changjin Lake”, “miracle · stupid child” and “Four Seas”.
Shanxi Securities Co.Ltd(002500) pointed out that 9 films have been set for the Spring Festival in 2022. According to the number of people who want to see them before the screening, the market has paid high attention to the films released during the Spring Festival this year. Among them, the number of people who want to see the recently set “shuimen bridge of Changjin Lake” has rapidly exceeded 1 million. In recent years, due to the enrichment of domestic film types, the types and themes of films released during the Spring Festival are becoming more and more diversified. Animation, science fiction, fantasy and commercial theme can meet the viewing needs of different audiences. It is expected that this year’s Spring Festival is expected to further drive the film viewing boom under the differentiated supply of high-quality and multi type films.
In 2021, the impact of the epidemic was repeated, and the long-term logic of watching movies driven by high-quality content was verified again. The head cinema is expected to improve its concentration by developing both survival of the fittest, integration and sinking expansion. The rich content reserve in 2022 is the basis for driving the release of viewing demand in the post epidemic era. Pay attention to the follow-up epidemic prevention and control. Under the effective epidemic prevention system, the disturbance of the epidemic to the film market is expected to be reduced, and the industry also has the opportunity to rebound. In the short term, policy guidance and the impact of the epidemic will promote the rise of cultural and entertainment consumption in Japan during the holidays. As the most important way of offline culture and entertainment, spring festival film viewing is expected to continue to benefit from the local new year policy and boost the box office performance of films. In particular, this year’s Spring Festival films are rich in types and receive high market attention. Cinema companies and relevant participants of film projects are expected to usher in marginal improvement opportunities, It is suggested to pay attention to Wanda Film Holding Co.Ltd(002739) (the market share of cinemas has increased, and the Spring Festival file “miracle · stupid child”), Hengdian Entertainment Co.Ltd(603103) (the third and fourth tier market advantages, and the Spring Festival file “Four Seas”), Beijing Enlight Media Co.Ltd(300251) (the Spring Festival file “sniper”, the Valentine’s Day file “ten years of a product temperature like words”), China Film Co.Ltd(600977) (the Spring Festival file “shuimen bridge of Changjin Lake”, “miracle · stupid child”) and Guomai Culture & Media Co.Ltd(301052) (the Spring Festival file “Four Seas”), etc.
Tianqi Lithium Corporation(002466) significantly turn losses into profits, and the performance of many lithium battery industry companies is expected to increase
On the evening of January 26, benefiting from the improvement of the industry prosperity, Tianqi Lithium Corporation(002466) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Dingsheng new materials and other lithium battery industry chain companies issued performance pre announcement. Tianqi Lithium Corporation(002466) it is expected to achieve a net profit of 1.8 billion yuan to 2.4 billion yuan in 2021 and a loss of 1.834 billion yuan in 2020; The net profit after deducting non-profit is 1.08 billion yuan to 1.6 billion yuan, and the loss in 2020 is 1.294 billion yuan.
The business of Tianqi Lithium Corporation(002466) covers the key stages of the lithium industry chain, including the development of hard rock lithium resources, the processing and sales of lithium concentrate, and the production and sales of lithium chemical products. The company’s expected performance in 2021 is expected to turn from loss to profit year-on-year, which is mainly due to the improvement of the global new energy vehicle boom, the accelerated capacity expansion of lithium-ion battery manufacturers, the pick-up of downstream cathode material orders and other factors, resulting in a significant increase in the sales volume and average sales price of main lithium products compared with 2020.
Lithium battery equipment providers represented by Wuxi Lead Intelligent Equipment Co.Ltd(300450) benefited from the rapid development of lithium battery industry in 2021, actively explored the market on the basis of stabilizing original customers, and promoted the sustained and rapid growth of lithium battery intelligent equipment business.
Wuxi Lead Intelligent Equipment Co.Ltd(300450) is the world’s leading provider of new energy equipment. Its business covers lithium battery intelligent equipment, photovoltaic intelligent equipment, 3C intelligent equipment, intelligent logistics system, automobile intelligent production line, hydrogen energy equipment, laser precision processing equipment, etc. The company expects a net profit of 1.45 billion yuan to 1.65 billion yuan in 2021, with a year-on-year increase of 88.92% to 114.98%; The net profit after deducting non-profit was 1.405 billion yuan to 1.605 billion yuan, with a year-on-year increase of 99.72% to 128.15%.
The main business of Dingsheng new material is the R & D, production and sales of aluminum sector, strip and foil. The main products are air conditioning foil, single zero foil, double zero foil, aluminum sector and strip, new energy battery foil, etc. the products are used in green packaging, household appliances, lithium batteries, transportation, architectural decoration and other fields. The company expects to achieve a net profit of 410 million yuan to 450 million yuan in 2021 and a loss of 14.9943 million yuan in 2020; The net profit after deducting non-profit is 370 million yuan to 410 million yuan, with a loss of 32.6903 million yuan in 2020.
