Today (February 7) is the first trading day of the year of the tiger. A shares were divided, and the Shanghai index rebounded and recovered 3400 points; The growth enterprise market opened high and went low, continuing the adjustment trend. On the disk, in terms of industries, mining, engineering construction, cement and building materials, steel, oil, coal, insurance, nonferrous metals, automobile, banking and other industries led the increase; Education, culture and media, communication services and other industries led the decline. In terms of subject stocks, combustible ice, oil and gas equipment and services, low-carbon metallurgy, shale gas, assembly buildings, water conservancy construction, phosphorus chemical industry and natural gas led the increase, while covid-19 drugs, lidar, longevity drugs, cloud games, film and television concepts led the decline.
a trick is hard to find! Bing dwen dwen selling hot two concepts stock limit
With the opening of Bing dwen dwen Winter Olympic Games in Beijing, the sales of the Winter Olympic Games souvenirs continued to heat up. The mascot of the Winter Olympic Games "ice pier pier" has recently started a wave of shopping, and even a grand occasion of "hard to get". Bing dwen dwen sales page of Tmall's official flagship store shows that it can protect the normal customers' purchase demand as far as possible, avoid hoarding goods and transfer prices. If you buy multiple pieces of the same ID, you can send up to two.
Today, Bing dwen dwen Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) and Cultural Investment Holdings Co.Ltd(600715) opened, that is, word limit. Bing dwen dwen Shuey Rhon Rhon Bing dwen dwen, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , today, on the interactive platform, the products of the Winter Olympic licensed products, including the ice pun Pier (snow Rong Rong) plush toys, styling hand, ornaments, crystal balls, and ice box pier blind boxes, badges (mascot motion modeling series, countdown series, folk custom Series), precious metals (opening ceremony countdown gold and silver bars, etc.) are all designed by the company. Products produced and sold. In view of the recent popularity of the above-mentioned Winter Olympic licensed commodities by the majority of consumers, the company has organized employees and factories to start production in an all-round way, made every effort to coordinate the production capacity rationing, ensure the supply of Winter Olympic licensed commodities, and try its best to meet the needs of the majority of consumers.
The company previously said that with the opening of the Winter Olympic Games approaching, the sales heat of Winter Olympic licensed souvenirs continues to rise, and the market attention has also been greatly improved. The company has submitted more than 600 self-designed Winter Olympic commemorative products to the Olympic Organizing Committee. The product categories are very rich, and some popular products are temporarily out of stock. With the Winter Olympic Games approaching, the company is actively strengthening the preparation of goods by strengthening the coordination of production capacity rationing and planning in advance, so as to ensure the timely and stable supply of Winter Olympic licensed products on the eve of the opening of the Winter Olympic Games and during the games.
is the infrastructure chain market far from over? Major infrastructure sector erupted again after the festival
In the morning of February 7, the large infrastructure sector strengthened significantly, and most stocks in cement, steel, architectural decoration and other sectors rose. Among them, the cement sector showed the strongest performance, Gansu Shangfeng Cement Co.Ltd(000672) , Yunnan Bowin Technology Industry Co.Ltd(600883) limit, Huaxin Cement Co.Ltd(600801) , Xinjiang Tianshan Cement Co.Ltd(000877) , Anhui Conch Cement Company Limited(600585) and other gains were ahead. Tianfeng Securities Co.Ltd(601162) said that the demand for steady economic growth in 2022q1 may be stronger than that in the past five years. On the premise of accelerated special debt, pre fiscal and sufficient reserves of major projects, it is expected that the growth rate of infrastructure in 2022q1 is expected to improve significantly month on month, with a year-on-year growth rate of more than 5% in a single quarter.
Soochow company pointed out that the construction of new infrastructure, indemnificatory housing, urban pipeline transformation and construction are the focus of the new round of infrastructure development. It is expected that the infrastructure chain will grow steadily and reverse cycle adjustment will boost demand.
(1) recently, the central government mentioned that the new special debt mainly involves water conservancy, transportation, municipal infrastructure construction, affordable housing projects and other fields. The Ministry of water resources mentioned the implementation of major projects of the national water network. It is expected that the construction of underground pipe network and sponge city will bring sustained growth during the 14th Five Year Plan period.
(2) the completion end of the real estate remains resilient, but the new construction and sales remain weak. In terms of real estate, the easing signal has been gradually released, and the bottom of the policy has been realized. It is expected that the financing end of follow-up real estate enterprises and consumers is expected to be slightly relaxed. In addition, accelerating the construction of affordable rental housing during the 14th Five Year Plan period will bring some increment.
(3) previously, the valuation of the decoration and building materials sector has been in the lower position of the historical center due to the impact of slowing demand, rising raw materials and cash flow pressure. Under the relaxed expectation of the edge of the real estate, the decline of the high cost of raw materials, the gradual release of bad debt provision and cash flow risk expectation, the overall sector is expected to usher in performance and valuation repair.
international oil prices rose to a seven-year high, and institutions are optimistic about the oil service petrochemical sector (attached shares)
It is reported that Brent crude oil futures rose by more than 4% in the past week, reaching a maximum of US $93.7/barrel, a seven-year high. WTI crude oil futures rose more than 5%, rising for the seventh consecutive week. Galaxy Securities believes that, on the one hand, from the data of December, OPEC + continues to implement the plan of increasing production by 400000 barrels per day per month, but the actual increase is not as expected; Since January, many smaller oil producing countries have been unable to increase supply, while some other oil producing countries are unwilling to produce too much crude oil to prevent the epidemic from hitting the economy again. On the other hand, the political tension between Russia and Ukraine, combined with the tension in the Middle East caused by the husai armed forces in Yemen, has exacerbated concerns that the already tight crude oil market may be further disturbed. Optimistic about the business layout, the implementation of scale expansion to bring incremental performance of the head enterprises, since the beginning of the year, the adjustment of some targets is relatively large, which is the timing of the layout. Satellite chemistry, Xinfengming Group Co.Ltd(603225) , Rongsheng Petro Chemical Co.Ltd(002493) are mainly recommended. At the same time, it is suggested to pay attention to the oil service industry in the post oil price cycle.
Zhongtai Securities Co.Ltd(600918) pointed out that the current oil price inventory has been lower than the inventory range of the same period in the past five years. The disturbance at the supply side under very low inventory will make the elasticity of oil price more obvious. In addition, Fed chairman Powell said after the first interest rate meeting in 2022 that there is a lot of room for raising interest rates. It does not rule out the possibility that interest rates will be decided at several regular monetary policy meetings in the future. The Fed will accelerate interest rate hikes to support the US dollar in the future, or bring some pressure on oil prices in the medium term. It is suggested to pay attention to: the price of crude oil has reached a new high, the global capital expenditure has warmed up, and the leaders in the oil service industry have fully benefited: China Oilfield Services Limited(601808) ; The rise of oil prices has driven the increase and expansion of chemical products prices, of which private large-scale refining has fully benefited: Rongsheng Petro Chemical Co.Ltd(002493) , Hengli Petrochemical Co.Ltd(600346) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Hengyi Petrochemical Co.Ltd(000703) ; The relevant industrial chain represented by PTA polyester filament is expected to be driven by cost demand: Tongkun Group Co.Ltd(601233) , Xinfengming Group Co.Ltd(603225) .
the three departments issued guidance on promoting the high-quality development of the iron and steel industry, and the iron and steel sector may be concerned
The Ministry of industry and information technology and other three departments issued the guiding opinions on promoting the high-quality development of the iron and steel industry. The guidance points out that by 2025, the iron and steel industry will basically form a high-quality development pattern with reasonable layout and structure, stable resource supply, advanced technology and equipment, prominent quality brand, high intelligence level, strong global competitiveness, green, low-carbon and sustainable development.
The ability to innovate has been significantly enhanced. The R & D investment intensity of the industry will strive to reach 1.5%, and breakthroughs have been made in advanced processes and technologies such as hydrogen metallurgy, low-carbon metallurgy, clean steel smelting, thin strip casting and rolling, endless rolling and so on. The numerical control rate of key processes reaches about 80%, the digitization rate of production equipment reaches 55%, and more than 30 intelligent factories are built.
The guidance points out that it is strictly prohibited to increase steel production capacity. We will resolutely curb the blind construction of steel smelting projects, strictly implement the laws, regulations and policies on capacity replacement, project filing, environmental impact assessment, pollutant discharge permit and energy assessment, and shall not increase steel production capacity in the name of machining, casting and ferroalloy. Strictly implement laws and regulations on environmental protection, energy consumption, quality, safety and technology, promote backward production capacity in accordance with laws and regulations by using comprehensive standards, and strictly prevent the resurgence of "ground bar steel" and the resumption of dissolved excess production capacity. Study and implement differentiated control policies based on carbon emission, pollutant emission, total energy consumption and capacity utilization. We will improve the long-term mechanism for preventing overcapacity and strengthen the investigation and punishment of violations.
China Merchants Securities Co.Ltd(600999) believes that China's total demand will decline rapidly in the second half of 2021, with a steep slope; After the mitigation of coal shortage and power rationing and other issues, a number of policies to boost demand have been issued, and China's total demand is expected to rise rapidly; It coincides with winter, and the policy cannot fully exert its force. The prosperity of the construction season after the Spring Festival is expected to exceed market expectations. At present, the profit per ton of steel is in a high position. Considering that the growth rate of total demand in 2022 is expected to rise quarter by quarter, the profit per ton of steel in 2022 is expected to run at a high level and exceed market expectations. There is good price elasticity in the iron and steel industry. It is suggested to pay attention to Baoshan Iron & Steel Co.Ltd(600019) , Beijing Shougang Co.Ltd(000959) , Nanjing Iron & Steel Co.Ltd(600282) , etc.
the total box office of new films in the Spring Festival broke 6 billion, and the film market may be further restored in 2022 (with shares)
According to the data of cat's eye professional edition, at 19:47 on February 6, 2022, the total box office of 2022 Spring Festival new films (including point screening) exceeded 6 billion. Citic Securities Company Limited(600030) pointed out that with the improvement of epidemic control and the improvement of industrialized production capacity of the film industry, the film market is expected to further recover in 2022 on the basis of 2021.
China International Capital Corporation Limited(601995) believes that it is necessary to maintain the box office forecast of the whole year and pay attention to the performance of key films and the fixed pace of imported films. Looking forward to the follow-up film list in 2022, domestic films such as Wen Ruyan, cloister Pavilion and imported films such as tragedy on the Nile have been put on file, mysterious sea has been confirmed to be introduced, and Hollywood film reserves are rich. With the weakening of the impact of the epidemic, the schedule effect will be weakened, and the film supply and box office distribution will be more uniform throughout the year. If the high-quality content continues to be supplied, the viewing demand will still be resilient. Maintain the box office forecast of 53.7 billion yuan excluding service fees under the neutral situation in 2022, with a year-on-year growth rate of 25.3% and a decrease of 9.6% compared with 2019.
Everbright Securities Company Limited(601788) pointed out that in the short term, epidemic prevention and control has become a key variable affecting the recovery of the film and television industry; In the medium and long term, the "14th five year" China Film Co.Ltd(600977) development plan "has anchored the goal of building a cultural power by 2035, and the long-term trend of the film and television industry will not change. Recommend high-quality content production companies and leading cinemas. The box office performance of 2022 Spring Festival is lower than expected. With the improvement of the epidemic in the future, it is expected to boost residents' demand for film viewing. Focus on the two logics of "high-quality content + improvement of head shadow investment concentration". Recommend reading group, focus on China Film Co.Ltd(600977) , Beijing Enlight Media Co.Ltd(300251) , cat's eye entertainment, Wanda Film Holding Co.Ltd(002739) .
Hualong 1 Argentina project signed a contract, and the nuclear power equipment ushered in 100 billion market space (with shares)
China's independent third-generation nuclear power "hualong-1" sent another good news on February 1: Argentine nuclear power company officially signed the design, procurement and construction contract of artucha No. 3 nuclear power plant project in Argentina with CNNC, China Zhongyuan and China Zhongyuan Argentina branch of CNNC. This is an important milestone in China Arab nuclear energy cooperation.
Minsheng Securities pointed out that under the background of "carbon neutrality", nuclear power will become an important part of base load energy in the future with its advantages of high energy efficiency, low pollution, environmental friendliness, large single unit capacity and stable power generation. According to the annual development and Prospect of China's nuclear energy (2020) released by China Nuclear Energy Industry Association, China's installed capacity of nuclear power in operation will reach 70 million KW and 30 million KW under construction by 2025, while the total installed capacity of nuclear power in operation and under construction will reach 200 million KW by 2035. According to the installed capacity of 1 million kw of each nuclear power unit, the construction of nuclear power is expected to be promoted by 10 units per year. Based on the construction cost of 11000-18000 yuan per kilowatt of nuclear power plant, the average annual nuclear power market space from 2022 to 2025 is about 127.9-209.3 billion yuan, of which the equipment market space is about 64-104.7 billion yuan / year.
Nuclear island (CI) and nuclear island (BOP) mainly include three parts. Nuclear island is the core of the whole nuclear power plant, and it also accounts for the highest cost in the investment and construction of nuclear power plant, and undertakes the main part of thermonuclear reaction. The function of the conventional island is to convert the heat energy of the nuclear steam supply system into mechanical energy in the steam turbine and drive the engine to generate electricity. It is composed of pipeline system, condenser, steam turbine, generator, steam water separation reheater, etc. At present, the comprehensive localization rate of major second-generation improved nuclear power unit projects, such as Hongyanhe, Fuqing, Fangchenggang and other conventional islands, has reached more than 85%.
The demand for spent fuel reprocessing equipment may exceed expectations. Spent fuel is high-level radioactive nuclear waste. At present, China's spent fuel reprocessing technology is not mature enough. According to the data of toubao Research Institute, the annual output of spent fuel per 1 million kw of nuclear power equipment capacity is about 21 tons. In 2020, China's output of spent fuel is 1071.6 tons, while the spent fuel reprocessing capacity is only 50 tons. Considering the high cost and long cycle of the construction of spent fuel reprocessing plant, it will be difficult to meet the demand for spent fuel treatment in the short term.
Minsheng Securities believes that it is recommended to pay attention to Jiangsu Shentong Valve Co.Ltd(002438) , Anhui Yingliu Electromechanical Co.Ltd(603308) , Harbin Electric Corporation Jiamusi Electric Machine Co.Ltd(000922) , Sinoseal Holding Co.Ltd(300470) , Zhejiang Jiuli Hi-Tech Metals Co.Ltd(002318) for nuclear island and conventional island equipment; It is suggested to pay attention to Jiangsu Shentong Valve Co.Ltd(002438) , Tongyu Heavy Industy Co.Ltd(300185) , Lanzhou Ls Heavy Equipment Co.Ltd(603169) in the field of spent fuel reprocessing equipment.
