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earnings exceeded expectations! The price of Contemporary Amperex Technology Co.Limited(300750) rose sharply by nearly 5% and exceeded 600 yuan
Contemporary Amperex Technology Co.Limited(300750) (300750) rose strongly on the 28th, up nearly 5%, breaking the 600 yuan mark, with a market value of more than 1400 billion yuan. On the news, on the 27th, Contemporary Amperex Technology Co.Limited(300750) disclosed the annual performance forecast for 2021. It is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be 14 billion yuan to 16.5 billion yuan, a year-on-year increase of 150.75% to 195.52%. This is the highest net profit level since Contemporary Amperex Technology Co.Limited(300750) was listed in 2018.
According to the data, Contemporary Amperex Technology Co.Limited(300750) the net profit in the first three quarters of 2021 was 7.751 billion yuan, a year-on-year increase of 130.90%. Based on this calculation, the net profit of Contemporary Amperex Technology Co.Limited(300750) in the fourth quarter of 2021 is expected to be 6.249 billion yuan – 8.749 billion yuan, with a month on month increase of 91% – 167%, which is equivalent to the total net profit of the first three quarters, setting a new high in the net profit of a single quarter.
Contemporary Amperex Technology Co.Limited(300750) said that the market penetration of new energy vehicles and energy storage increased in 2021, driving the growth of battery sales; The company has made progress in market development, released new production capacity and increased production and sales accordingly; At the same time, the company strengthened cost control and reduced the proportion of expenses in revenue.
Kaiyuan Securities pointed out that the company’s profit exceeded expectations in the fourth quarter for the following reasons: (1) the supply of high-quality batteries was in short supply, and the price of battery products increased; (2) The company proactively reserves a large number of raw materials in short supply in the industry in advance to avoid the sharp price increase of lithium carbonate and other raw materials since Q4 in 2021, which will affect the profit margin level; (3) The profits of energy storage business, recycling and other raw material related businesses increased. The company’s control over the upstream and downstream of the industrial chain, understanding of the product price cycle, and the courage and execution of the purchasing end are still one level higher than those of its competitors.
the concept of digital currency rebounded and pulled up Beijing Cuiwei Tower Co.Ltd(603123) the daily limit Shenzhen Emperor Technology Company Limited(300546) and so on
The concept of digital currency rebounded and rose on the 28th. As of press time, Beijing Cuiwei Tower Co.Ltd(603123) , Hengbao Co.Ltd(002104) rose by the limit, Shenzhen Ysstech Info-Tech Co.Ltd(300377) , Netac Technology Co.Ltd(300042) , Sinosoft Co.Ltd(603927) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) and other gains were ahead. China Merchants Securities Co.Ltd(600999) pointed out that with the approach of the Beijing Winter Olympics, digital RMB will test the key scenario in the “10 + 1” pilot – cross-border payment. With the promotion opportunity provided by the Winter Olympics, the application of digital RMB in the cross-border payment scenario is gradually accepted by the market, and a new track is opening.
The cross-border payment scene opened by the Winter Olympics can show the unique charm of digital RMB. Digital RMB is more in line with the usage habits of overseas people in terms of privacy protection, convenient payment, currency exchange and scene customization, and significantly optimizes the user experience of cross-border payment.
After the Winter Olympics, the development prospect of digital RMB in the field of cross-border payment is broad: international travel, China ASEAN Economic and trade exchanges, and the construction of Guangdong, Hong Kong and Macao Great Bay area all provide long-term application scenarios for digital RMB.
The agency said that after the promotion of the Winter Olympics, the digital RMB will be further familiar to the market, and its industrial chain enterprises and traditional banking industry will benefit from it. On the one hand, digital RMB hardware equipment manufacturers will benefit from the market opportunities brought by digital RMB Hard Wallet, while software developers will benefit from the business growth brought by the upgrading of banking systems outside China. On the other hand, the cross-border application of digital RMB will benefit the traditional banking business through “spillover effect”, with retail payment, foreign currency exchange and cross-border remittance bearing the brunt.
the concept of prefabricated dishes rose Xi’An Catering Co.Ltd(000721) and other daily limits rose
On the 28th, the power of the concept of prefabricated dishes rose. As of press time, Xi’An Catering Co.Ltd(000721) , Guangzhou Lingnan Group Holdings Company Limited(000524) , Changsha Tongcheng Holdings Co.Ltd(000419) and Baiyang Investment Group Inc(002696) , Zoneco Group Co.Ltd(002069) , Wens Foodstuff Group Co.Ltd(300498) , Tongqinglou Catering Co.Ltd(605108) all rose. In terms of news, at the two sessions of Shandong Province held recently, Zheng Simin, deputy to Shandong Provincial People’s Congress and chairman of Shandong Delisi Food Co.Ltd(002330) and Hui Zengyu, member of Shandong Provincial People’s Political Consultative Conference and chairman of Shandong Huifa Foodstuff Co.Ltd(603536) made suggestions and suggestions on the development of prefabricated vegetable industry respectively. They all proposed to make good use of Shandong’s industrial advantages, plan Shandong’s Prefabricated vegetable industry cluster, and build Weifang cities into “China’s Prefabricated vegetable capital”.
Sealand Securities Co.Ltd(000750) believes that the prefabricated vegetable industry is expected to usher in rapid development driven by the cost reduction and efficiency increase at the b-end and the change of consumption habits at the C-end. At present, the industry is still in the early stage of penetration and can still accelerate its growth in the future. It is estimated that the scale of the prefabricated vegetable industry is expected to exceed 400 billion yuan in 2026, and the CAGR will reach about 15% from 2021 to 2026, including 300 billion yuan for the b-end prefabricated vegetable and 100 billion yuan for the C-end prefabricated vegetable.
Kaiyuan Securities said that the demand of the prefabricated vegetable industry is gradually released, and it is suggested to pay attention to the relevant subject matter: the demand of the prefabricated vegetable industry is gradually released and is in a period of rapid development. The old prefabricated vegetable enterprises Suzhou Weizhixiang Food Co.Ltd(605089) and haodeli have been deeply engaged in the prefabricated vegetable industry for many years, and Shandong Delisi Food Co.Ltd(002330) , Fu Jian Anjoy Foods Co.Ltd(603345) and other enterprises in the food industry have arranged the prefabricated vegetable industry one after another. Relevant enterprises can be the first to layout the market and enjoy the dividends of the rapid development of the industry. It is suggested to pay attention to Suzhou Weizhixiang Food Co.Ltd(605089) . In addition, Shandong Delisi Food Co.Ltd(002330) , Fu Jian Anjoy Foods Co.Ltd(603345) will also benefit.
the trend of tourism and catering sector was strong Anhui Jiuhuashan Tourism Development Co.Ltd(603199) and Caesar’s tourism limit Huangshan Tourism Development Co.Ltd(600054) rose
The tourism, hotel and catering sectors rose strongly on the 28th. As of press time, in the tourism sector, Anhui Jiuhuashan Tourism Development Co.Ltd(603199) , Caesar tourism limit, Zhang Jia Jie Tourism Group Co.Ltd(000430) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , Guilin Tourism Corporation Limited(000978) and other gains were higher; In terms of hotel catering sector, Xi’An Catering Co.Ltd(000721) , Guangzhou Lingnan Group Holdings Company Limited(000524) limit, Junting Hotel, China Quanjude(Group) Co.Ltd(002186) and other outstanding performances.
In terms of news, according to the data released by the Ministry of culture and tourism, the total number of Chinese tourists in 2021 was 3.246 billion, an increase of 367 million or 12.8% over the same period of last year (back to 54.0% in 2019); China’s tourism revenue reached 2.92 trillion yuan, an increase of 0.69 trillion yuan or 31% over the same period last year. (51.0% in 2019); The annual per capita tourism consumption was 899.28 yuan, an increase of 125.14 yuan or 16.2% over the same period last year.
Anxin Securities believes that China’s tourism policy is expected to usher in more positive changes in 2022. 1) The epidemic prevention policy is expected to usher in new changes: in terms of national epidemic prevention and control, it is expected to learn from the advanced experience of epidemic prevention and control in Shanghai and promote accurate prevention and control policies, so as to reduce the impact on normal economic activities, reduce residents’ panic and stabilize Consumption Willingness.
At the same time, considering the steady progress of covid-19 specific drugs and vaccines outside China, we are positive and optimistic about the national epidemic prevention and control in 2022. 2) Tourism support policies are expected to continue to be implemented: tourism has a significant effect on enriching the people, and the development of tourism has an obvious multiplier effect on the boost of local GDP. According to the calculation of the world tourism organization, every 1 yuan of direct income of tourism will bring 4.3 yuan of value-added benefits to industries related to the national economy. Boosting tourism is expected to become an important starting point for local governments to boost the economy in 2022 and 23. If the epidemic can be effectively controlled, local governments are expected to stimulate tourism consumption by distributing coupons and promoting ticket discounts.
The agency believes that with the smooth launch of covid-19 vaccine and specific drugs, the epidemic in China is expected to be effectively controlled in 2022. At the same time, even if the epidemic is still repeated in a small range, the epidemic prevention and control policy is also expected to be precise, so as to reduce the panic caused by the repeated 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. Maintain an optimistic attitude towards the recovery of the follow-up tourism sector. It is suggested to continue to pay attention to the development of the epidemic and the changes of tourism policies and markets outside China. Focus on Songcheng Performance Development Co.Ltd(300144) , Huangshan Tourism Development Co.Ltd(600054) with high performance flexibility, and focus on Changbai Mountain Tourism Co.Ltd(603099) benefiting from ice and snow sports. Focus on the recommendation of Fosun travel, which is positioned as a high-end vacation and is expected to benefit from the return of high-end outbound tourists. It is in the Jiangsu Tianmu Lake Tourism Co.Ltd(603136) of medium and high-end product line upgrading, and pays attention to Haichang ocean park with the theme of card parent-child Ocean Park.
film and television stocks rose collectively Hengdian Entertainment Co.Ltd(603103) strong daily limit Omnijoi Media Corporation(300528) and other big gains
Film and television stocks rose collectively on the 28th. As of press time, Hengdian Entertainment Co.Ltd(603103) large single letter limit, Omnijoi Media Corporation(300528) , Guomai Culture & Media Co.Ltd(301052) , Guangzhou Jinyi Media Corporation(002905) , Shanghai Film Co.Ltd(601595) , H&R Century Union Corporation(000892) , Beijing Enlight Media Co.Ltd(300251) , China Film Co.Ltd(600977) and other gains were higher.
It is reported 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 pays 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 film “water Gate 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. The agency expects 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.
Shanxi Securities Co.Ltd(002500) pointed out that due to the continuous impact of the epidemic and the occurrence of Omicron virus infection cases in some areas, many governments have issued documents to advocate citizens to celebrate the Spring Festival on site and not go out of the province if necessary. In addition, the national development and Reform Commission released the following policies: Online festival consumption, county rural consumption, cultural, tourism and leisure service supply, and expanding residents’ ice and snow consumption; At the same time, Zhejiang, Shaanxi, Hunan and other places, while advocating the local new year, issue consumption vouchers to personnel and residents who meet the application conditions. From the situation in 2021, the local new year policy has a positive impact on the film market. The reduction of personnel mobility and the superposition of consumption promotion policies, the overall quality of film supply during the Spring Festival is high, which jointly promotes the increase of residents’ demands for local entertainment consumption.
The agency said that 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.
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.
