Today (January 28) is the last trading day of the year of the ox. A shares bottomed out in a wide range of shocks, the gold needle in the morning market bottomed out, financial stocks smashed in the afternoon, and the stock index plunged again in the late afternoon. On the disk, in terms of industries, tourism and hotels, education, commercial department stores, cultural media, computer equipment, agriculture, animal husbandry, feeding and fishing and other industries led the increase; The coal, energy metals, insurance, banking, gold, steel and wine industries saw a slight correction. In terms of subject shares, online tourism, pork concept, film and television concept, broadcasting and other gainers are in the top. Low carbon metallurgy, scarce resources, COVID-19 drugs, Baijiu and so on are slightly callback.
baby concept trend is active Shanghai Aiyingshi Co.Ltd(603214) and other daily limits Kidswant Children Products Co.Ltd(301078) , Hailun Piano Co.Ltd(300329) and other big rises
Baby concept stocks rose sharply on the 28th, Kidswant Children Products Co.Ltd(301078) rose more than 15%, and once hit the daily limit; The price limits of Goldlok Holdings(Guangdong) Co.Ltd(002348) , Wuxi Commercial Mansion Grand Orient Co.Ltd(600327) , Annil Co.Ltd(002875) , Shanghai Aiyingshi Co.Ltd(603214) , mubang high tech, etc. rose, and the share prices of Hailun Piano Co.Ltd(300329) , Jiangsu High Hope International Group Corporation(600981) , Dalian My Gym Education Technology Co.Ltd(002621) , Wuxi Hodgen Technology Co.Ltd(300279) rose sharply.
On the news front, Yang Jinrui, deputy director of the population and family Department of the National Health Commission, said at the press conference a few days ago that all sectors of society pay extensive attention to optimizing the fertility policy, the three child fertility policy and supporting support measures are implemented smoothly, and a fertility friendly social environment is gradually taking shape. Next, the National Health Commission will work with relevant departments to further implement the spirit of the central decision, guide all localities to organize and implement the three child fertility policy, and study and introduce more active fertility support measures. At the same time, all localities and departments will focus on the reproductive and parenting education most expected by the masses, launch a series of supporting measures, and make practical and hard moves to further promote the implementation and effectiveness of policies and measures.
The National Health Commission said that since the promulgation of the central decision, all localities and departments have taken positive actions to promote the implementation of the task of optimizing fertility policies. First, the restrictive measures such as social maintenance fees will be abolished, and the National Health Commission will work with relevant departments to clean up relevant administrative regulations, rules and normative documents. Second, all departments have actively introduced a series of supporting measures, including “double reduction” of education, special deduction of infant care service fees under the age of 3 into individual income tax, three child maternity insurance treatment, inclusive childcare services, eugenics and eugenics services, and raising the standard of special family assistance. Third, all localities organized and implemented the three child fertility policy according to law and actively introduced support measures. At present, 25 provinces have completed the revision of the regulations, and some provinces have formulated implementation plans. From the current situation, all localities generally extend maternity leave by 30-90 days, and increase the development of inclusive childcare services and the protection of the rights and interests of family planning families. Zhejiang has incorporated the construction of a child care friendly society as a major reform measure into the construction of a leading demonstration area for common prosperity. Suzhou has invested 400 million yuan in the planned finance to promote the development of inclusive care. Panzhihua has improved the fertility service system and explored the payment of maternity allowances.
Wanlian Securities pointed out that since the implementation of the three child policy, governments across the country have issued a number of birth incentives. It is expected that in the future, with the implementation of more relevant supporting measures and policies, the birth rate is expected to boost. It is suggested to pay attention to the investment opportunities of mother and child tracks in advance.
tourism stocks strengthened again, and the outbound tourism business meets the dawn, and the market is expected to repair
In early Friday trading, scenic spots and tourism stocks led gains. In terms of news, on January 25, the Finance Department of the Ministry of culture, culture and tourism announced the data of China’s tourism in 2021. In 2021, the total number of tourist trips in China was about 3.246 billion, a year-on-year increase of 12.75%, recovering to 54.05% in the same period in 2019. Among them, the number of trips of urban residents was about 2.342 billion, a year-on-year increase of 13.41%, recovering to 52.38% in the same period in 2019; Rural residents made about 904 million trips, with a year-on-year increase of 11.06%, returning to 58.89% in the same period in 2019.
Previously, the State Council issued the “14th five year plan” for tourism development (hereinafter referred to as the “plan”), which proposed that by 2025, the tourism development will continue to improve, the tourism system will be more sound, China’s tourism will flourish, inbound and outbound tourism will be promoted in an orderly manner, the in-depth integration of cultural tourism will continue to deepen, and significant progress will be made in the construction of a tourism power. It is estimated that by 2035, the comprehensive strength of China’s tourism industry will be greatly improved and China will basically become a world tourism power.
Soochow Securities Co.Ltd(601555) pointed out that the steady development of outbound tourism, the main business of outbound tourism enterprises has stagnated under the epidemic, and the travel demand has been overstocked for a long time. The plan proposes that on the premise that international personnel exchanges return to normal, tourism enterprises should strictly abide by the national regulations on epidemic prevention and control and guide tourists to do a good job in self-protection. Since the second half of 2021, many countries have released the signal of border control liberalization, superimposed this policy support, and the travel demand may be released steadily. The plan also supports qualified Chinese tourism enterprises to follow the “going out” of Chinese tourists, strengthen the international layout, welcome the recovery of business of outbound tourism enterprises, and continue to benefit overseas cultural tourism.
According to the Research Report of Anxin securities, the epidemic prevention and control policy is also expected to be accurate and reduce the panic caused by the epidemic on Residents’ consumption and travel. Local governments may be expected to stimulate the recovery of tourism consumption by distributing coupons and promoting ticket discounts. The high-end demand for high-frequency peripheral short distance tours and return outbound tours will drive the rapid repair of China’s tourism market.
Apple’s quarterly performance hit a record high, and the performance of concept stocks increased in advance (attached list)
After Thursday’s trading in US stocks, Apple announced the first quarter financial report of fiscal year 2022. According to the financial report, the company’s revenue increased by 11% year-on-year to US $123.95 billion, the highest single quarter revenue ever, with a net profit of US $34.63 billion, a year-on-year increase of 20.43%, also reaching a record high. After the announcement of the financial report, the company rose 5.03% after hours.
Apple’s record revenue may be due to the strong performance of its smartphones. According to a report released on the official website of canalys, a market research institution, Apple’s shipments accounted for 22% of global smartphone shipments in the fourth quarter of 2021, benefiting from the strong demand for iphone13 series, and returned to the top of the global smartphone market. In the fourth quarter, despite the impact of the lack of chips, the sales of iphone13 Series in China still reached an all-time peak. At present, Apple’s supply chain has begun to recover.
In early trading today, some stocks in the apple industry chain performed better. Dingli Corp.Ltd(300050) rose 6.83% in the morning, leading, Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) , Shenzhen Fenda Technology Co.Ltd(002681) , dingyang technology, Ningbo Yunsheng Co.Ltd(600366) all rose more than 4%.
Statistics show that 40 listed companies in the apple industry chain have announced the performance forecast for 2021, of which 29 have increased in advance. From the median year-on-year growth rate of net profit attributable to the parent company, Ningbo Shanshan Co.Ltd(600884) , Kunshan Kersen Science & Technology Co.Ltd(603626) , Guangdong Faith Long Crystal Technology Co.Ltd(300460) are expected to rank first, with 2251%, 918.9% and 667.26% respectively.
Ningbo Shanshan Co.Ltd(600884) the performance forecast shows that the company expects to realize a net profit attributable to the parent company of RMB 1.72-1.93 billion in 2021, turning losses into profits year-on-year. The main reason is that the cathode material business continues to strengthen supply chain management, the transmission of raw material price increases is smooth, and the profitability of products is improved. The electrolyte business benefited from the rise in the price of lithium hexafluorophosphate and the production capacity of some lithium hexafluorophosphate prepared by the company, and the performance increased significantly year-on-year.
the two ministries and commissions plan the construction of information infrastructure in small and medium-sized cities and pay attention to cloud computing and Gigabit broadband network (with shares)
The Ministry of industry and information technology and the national development and Reform Commission recently jointly issued the notice on promoting cloud network integration and accelerating the construction of information infrastructure in small and medium-sized cities, which clearly will organize and implement cloud network foundation strengthening actions for small and medium-sized cities (including prefecture level cities, counties and mega towns) with a permanent resident population of less than 1 million in urban areas, so as to enhance the carrying capacity and service capacity of network infrastructure in small and medium-sized cities, Promote the optimized layout of application infrastructure, establish a multi-level and systematic computing power supply system, improve the end-to-end network access experience of public users, effectively meet the needs of low delay, large bandwidth, local computing, safe carrying, cost reduction and efficiency efficiency required for enterprise digital transformation, and help the high-quality development of regional economy and society.
By 2025, cloud network infrastructure covering small and medium-sized cities will be basically completed in the eastern region, the central and western regions and most parts of the northeast, and the construction goals of “thousands of cities and thousands of pools” and “thousands of cities and thousands of pools” will be achieved, that is, Gigabit access capacity and cloud resource pool will cover more than 1000 small and medium-sized cities.
China Securities Co.Ltd(601066) pointed out that according to the data of the Ministry of industry and information technology, the construction of China’s “double Gigabit” network made good progress in 2021. The gigabit optical network covered 300 million households, a total of 1.425 million 5g base stations were completed and opened, and the number of 5g mobile terminal connections reached 518 million, with an estimated penetration rate of more than 30%. Recently, the market is more concerned about the digital economy and new infrastructure. It is believed that China will build 650000-700000 5g base stations in 2022, which is basically the same as that in 2021, but the proportion of low-frequency base stations will increase significantly. Therefore, the capital expenditure of telecom operators is expected to increase by about 2% in 2022. With the improvement of network construction and the popularization of 5g terminals, we suggest to pay attention to: first, the gigabit optical network has covered 300 million households, while the number of Gigabit broadband access users is only 33.86 million by November 2021. There is a large space for user development, so we can focus on Gigabit intelligent home gateway suppliers; Second, with the growth of Gigabit broadband users and 5g users, it will stimulate the growth of traffic and then stimulate the demand for cloud computing. In addition, the current valuation is still low, so we can gradually pay attention to IDC and ICT equipment companies.
Sustainable focus on cloud computing infrastructure providers ( Fujian Star-Net Communication Co.Ltd(002396) , Unisplendour Corporation Limited(000938) , Guangdong Aofei Data Technology Co.Ltd(300738) , Shanghai Baosight Software Co.Ltd(600845) , Shenzhen Envicool Technology Co.Ltd(002837) , Shanghai Athub Co.Ltd(603881) , Kehua Data Co.Ltd(002335) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Accelink Technologies Co.Ltd(002281) , Cig Shanghai Co.Ltd(603083) ); Internet of things / intelligent connected vehicle ( Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Suzhou Recodeal Interconnect System Co.Ltd(688800) , Hangzhou Hopechart Iot Technology Co.Ltd(688288) , Queclink Wireless Solutions Co.Ltd(300590) ); New communication energy ( Jiangsu Zhongtian Technology Co.Ltd(600522) , Wenzhou Yihua Connector Co.Ltd(002897) , Leaguer (Shenzhen) Microelectronics Corp(688589) , Willfar Information Technology Co.Ltd(688100) , Qingdao Eastsoft Communication Technology Co.Ltd(300183) , Qingdao Topscomm Communication Inc(603421) , Shenzhen Topband Co.Ltd(002139) , Shenzhen Envicool Technology Co.Ltd(002837) , Kehua Data Co.Ltd(002335) , Shenzhen Cotran New Material Co.Ltd(300731) , Hengtong Optic-Electric Co.Ltd(600487) ); Military communications and satellites ( Jushri Technologies Inc(300762) , Guangzhou Haige Communications Group Incorporated Company(002465) , Shenzhen H&T Intelligent Control Co.Ltd(002402) , Shanghai Huace Navigation Technology Ltd(300627) ); Cloud communication ( Yealink Network Technology Co.Ltd(300628) , Montnets Cloud Technology Group Co.Ltd(002123) ); Telecom operators, etc.
the volume and price of upstream silicon materials and silicon wafers increase simultaneously, and the demand of photovoltaic industry is expected to maintain rapid growth in 2022 (with shares)
Baichuan Yingfu data show that on the 27th, the reference price of polysilicon was 235000 yuan / ton, and the weekly price increased by 5000 yuan / ton month on month. The price of downstream monocrystalline silicon wafer is stronger. At present, the reference price is 5.15 yuan / wafer, which has been increased by 0.35 yuan / wafer compared with the recent low point, with an overall increase of 7.3%.
Industry insiders pointed out that the recent marked increase in polysilicon market price is due to the reduction in sales and inventory clearing of the silicon wafer industry in the early stage, while a new round of raw material procurement has been carried out in the recent period, which has maintained a good demand trend as a whole, and the overall supply-demand relationship of the industrial chain is relatively healthy. In the long run, the development of photovoltaic industry is closely related to the cost reduction and efficiency increase of related products. In 2022, China’s polysilicon price is expected to show an adjustment trend with the gradual release of production capacity, and the state of short supply is expected to be alleviated.
Citic Securities Company Limited(600030) believes that at present, silicon and EVA particles are the most tense links in the industrial chain. With the gradual expansion of silicon production capacity, the price is expected to fall further. According to the statistics of silicon industry branch of Nonferrous Metals Association and in combination with the production expansion rhythm of major manufacturers, it is estimated that the nominal production capacity of global Cecep Solar Energy Co.Ltd(000591) silicon material will reach about 700000 tons (including granular silicon) by the end of 2021. Considering the impact of measures such as capacity climbing progress and “double control” of energy consumption, it is expected that the effective capacity will reach about 570000 tons in that year, and the release progress of industrial capacity will be significantly accelerated in 2022, The nominal capacity at the end of the year may be nearly 1.2 million tons, while the annual effective capacity is expected to be about 790000 tons, and the growth of effective capacity may be mainly concentrated in 2022h2. At present, the price of silicon material is 230 yuan / kg and the price of components is about 1.85 yuan / W. with the expansion of silicon material production capacity and the decline of silicon material price, the price of components is expected to further stimulate demand and promote the growth of installed capacity when it drops to about 1.8 yuan / W or even lower.
It is estimated that the global PV installed capacity is expected to exceed 210gw in 2022, with a year-on-year increase of more than 30%, and the demand rhythm is expected to improve step by step. Among them, projects such as China scenery base and “whole county photovoltaic” have been accelerated. The approved scale of phase I project of China scenery base has reached 97gw, and the average annual installed capacity of “whole county photovoltaic” is expected to reach 40gw; In the post epidemic era and the trend of rising electricity prices, the demand of overseas markets has recovered strongly. Among them, the European market and the US market are still the main installed capacity, and the installed capacity in the European market is expected to continue to exceed 25gw; Under the trend of policy encouragement and cost decline, the markets of India, Latin America and other third world countries also occupy an important position. Looking forward to 2022, the new installed capacity will maintain a rapid growth year-on-year. 1) Following the growth of industry volume and with small fluctuation of gross profit margin, it is recommended to focus on Sungrow Power Supply Co.Ltd(300274) , Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) , Ginlong Technologies Co.Ltd(300763) ; 2) Photovoltaic module integration enterprise, focusing on Longi Green Energy Technology Co.Ltd(601012) and Ja Solar Technology Co.Ltd(002459) ; 3) To a certain extent, there may be tight supply and demand links, with emphasis on Tongwei Co.Ltd(600438) and so on.
more than 100 billion incremental funds “on the road” public and private equity aim at the opportunity to fall
Since the beginning of 2022, the volatility of A-share market has intensified, and the opportunity of falling out is attracting incremental funds. Data show that as of January 27, the issuance scale of public funds has exceeded 100 billion yuan this year, and there have also been some highlights in 10 billion private placement. In addition, the survey data show that near the Spring Festival holiday, more than 70% of private placement believe that the market adjustment brings good opportunities for layout and choose to hold shares for the holiday.
Insiders said that under the policy tone of steady growth, with the disclosure of annual reports of listed companies, A-Shares may emerge more cost-effective investment opportunities. Specifically, growth tracks such as new energy, science and technology and military industry are still the focus of institutions.
