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the shock of banks and securities companies raised the daily limit of Bank of Lanzhou and Guangdong Golden Dragon Development Inc(000712) strengthened
Banks and securities companies rose in intraday shocks on the 27th. As of press time, Bank of Lanzhou rose by the limit, Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) , Qilu Bank Co.Ltd(601665) , Bank Of Nanjing Co.Ltd(601009) and other gains. It is worth noting that the Bank of Lanzhou was listed on January 17, with a rise of 44% on the first day, followed by a rise in the limit for three consecutive trading days, with a sharp rise of 68% in the first five trading days; Then it fell sharply for three consecutive trading days, including the limit on January 24 and 25 and 9% on January 26.
For the banking sector, Ping An Securities pointed out that since the beginning of 2021, with the switching of market style and the marginal repair of pessimistic expectations, the sector has performed better. According to the recent performance letters of several listed banks, under the rising downward pressure of the economy in the fourth quarter of 2021, the banks still maintained a steady and positive trend, with steady growth in revenue, steady expansion at both ends of capital and negative, stable asset quality, and the annual profit growth of some high-quality joint-stock banks and urban rural commercial banks further improved under the high base in the third quarter. In addition, since the fourth quarter of 2021, regulators have frequently stated their position to maintain the stable and healthy development of real estate. Looking forward to 2022, under the bottom line thinking of supervision, the pressure on bank asset quality in 2022 is controllable, and the fundamentals of banks are expected to remain stable under the support of mild policy environment. At present, the static valuation level of the sector is only 0.66X, which is still at a historical low. We are still optimistic about the valuation repair opportunities of the sector under the stabilization of overly pessimistic expectations.
In the securities sector, Guangdong Golden Dragon Development Inc(000712) , Guolian Securities Co.Ltd(601456) Caida Securities Co.Ltd(600906) and other trends are popular. For the securities sector, Shanxi Securities Co.Ltd(002500) said that at the current time point, it is recommended to continue to pay attention to securities companies. First, the performance of listed securities companies was better than expected and maintained a relatively high growth rate. Since this year, the secondary market has been active in investment and trading, and the trillion transaction scale has become the norm. In addition, the scale of two financing has also remained high, which is good for brokerage business. Second, the policy orientation is good. The CSRC puts forward seven major tasks, including the reform of the main board registration system, the entry of long-term funds into the market, the supervision of overseas listing, and the legislation of futures and derivatives. The reform of various basic systems is deepened and the business environment is continuously improved. Third, loose liquidity further promoted trading activity, which was good for the brokerage sector as a whole.
Baijiu industry heavy profit to the Spring Festival dynamic sales sector when the rebound?
Thursday morning, Baijiu sector rose, as of press time, Rainbow Digital Commercial Co.Ltd(002419) limit, Kweichow Moutai Co.Ltd(600519) , Luzhou Laojiao Co.Ltd(000568) , gold time rose by more than 1%. In terms of news, on January 27, the State Council issued the opinions on supporting Guizhou to break a new path in the western development in the new era. The suggestion is to give full play to the advantages of Maotai Baijiu liquor origin and main producing areas in Chishui River Basin and build an important Baijiu production base. Promote the all-round and all chain digital transformation of traditional industries, and guide traditional formats to actively carry out Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , all-channel, customized and accurate marketing innovation.
On the same day, Kweichow Moutai Co.Ltd(600519) announced that the company decided to invest 4.11 billion yuan to implement the phase I construction project of Maotai flavored wine Xishui tongminba in the 14th five year plan, and the required funds will be raised by the company itself. The construction site of the project is located in Tongmin Town, Xishui County, Guizhou Province. After the completion of the project, a series of liquor can be formed, with a liquor production capacity of about 12000 tons, a koji production capacity of about 29400 tons and a liquor storage capacity of about 36000 tons. The construction period is 24 months.
Looking ahead, Dongxing Securities Corporation Limited(601198) research report pointed out that Baijiu sector valuation and monetary liquidity have strong correlation, the current monetary policy is expected to be loose, or a greater boost to market confidence. From the perspective of mobile sales before the Spring Festival, it has entered the mobile sales period of the Spring Festival. Affected by the epidemic blockade, mobile sales in Henan, Shaanxi, Shandong and other regions have slowed down slightly. Northwest, southwest and southern regions have been slightly affected by the epidemic. Mobile sales have recovered compared with the same period last year. Nationwide, mobile sales are relatively stable. Judging that the sales will be further restored during the Spring Festival this year, the progress of Baijiu enterprises is also ahead of schedule. The smooth recovery of fundamentals will also support the stock prices of liquor.
Wan Lian securities also believes that the consumption policy gradually becomes effective, and Baijiu will start the Spring Festival sales campaign. In the long run, Baijiu demand is stronger, and the fundamentals of the sector are steady. The Baijiu Baijiu is still strong, and the growth of the second high-end liquor is prominent. It is optimistic about the investment opportunities of high-end and secondary baijiu.
the agricultural sector rose Shandong Denghai Seeds Co.Ltd(002041) , Tecon Biology Co.Ltd(002100) and so on
The agricultural sector rose on the 27th. As of press time, Shandong Denghai Seeds Co.Ltd(002041) , Tecon Biology Co.Ltd(002100) and other gains were ahead, Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Wanxiang Doneed Co.Ltd(600371) , Shenzhen Kingsino Technology Co.Ltd(002548) , Tangrenshen Group Co.Ltd(002567) , Muyuan Foods Co.Ltd(002714) and others strengthened.
Galaxy Securities pointed out that the pig cycle is firmly recommended for the agricultural industry opportunities in 2022. The core view is that in the bottom stage of the pig cycle, the deep loss period is the best time to layout breeding stocks. From the perspective of expectation, there will be no worse expectation. The risk of breeding stocks has been released in large quantities, and the safety margin is very high. With the decline of the number of fertile sows and the decline of pig prices again, the production capacity continues to clear, which is good for the industry to meet the dawn. Based on the judgment of the second bottom in the second quarter to the third quarter of 2022, the first quarter of 2022 is expected to be the second best time point for the layout of breeding stocks.
The agency said that the second best time for the layout of breeding stocks is expected to be the first quarter of 2022, focusing on Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Wens Foodstuff Group Co.Ltd(300498) , Tecon Biology Co.Ltd(002100) , Muyuan Foods Co.Ltd(002714) , Tangrenshen Group Co.Ltd(002567) . The price of yellow chicken is rising, and pay attention to the leader Jiangsu Lihua Animal Husbandry Co.Ltd(300761) . Policies related to genetically modified seeds were accelerated, and attention was paid to Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) . The concentration of feed industry has increased, and the leading enterprises have the advantages of supply chain. They pay attention to Guangdong Haid Group Co.Limited(002311) .
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.
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.
Minsheng Securities believes that according to this policy, the future digital village construction will focus on 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.
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.
