Today (February 9), A-Shares rebounded in shock, and the Shenzhen Composite Index and gem index performed better. On the disk, traditional Chinese medicine, communication, software development, wine making, cultural media, agriculture, animal husbandry, feeding and fishing and other industries led the increase; Wind power equipment, batteries, photovoltaic and other industries were slightly adjusted. Subject stocks showed a general rise pattern, with digital currency, digital economy, chicken concept, pork concept, yuanuniverse, radio and television and other gains leading.
the Chinese medicine sector is active again Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) rose sharply Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and other multi stock limit
The traditional Chinese medicine sector was active again on the 9th, with the daily limit of Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) , Jichuan pharmaceutical, Jiangsu Kanion Pharmaceutical Co.Ltd(600557) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) and other gains higher.
Basically, since 2021, the implementation speed of policies supporting the traditional Chinese medicine industry at the national level has been significantly accelerated. The State Administration of traditional Chinese medicine has given directional guidance on the construction of industry capacity and system; The state medical insurance administration and the administration of traditional Chinese medicine jointly issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, which requires deepening the reform of the medical security system and supporting and promoting the inheritance, innovation and development of traditional Chinese medicine; In terms of registration and approval, the state has vigorously promoted the inheritance and innovation of traditional Chinese medicine. The number of innovative traditional Chinese medicine, whether applied for registration or approved, has reached a record high. The varieties of new drugs approved in 2021 are widely distributed in the field of disease treatment. However, at the same time, the centralized collection of traditional Chinese medicine by local alliances is also being promoted.
Caixin Securities said that looking forward to the opportunities of the traditional Chinese medicine sector, after the general rise, the market of the traditional Chinese medicine sector will be divided. It is suggested to pay attention to three subdivided directions of traditional Chinese medicine with long-term growth logic: (1) innovative traditional Chinese medicine; (2) Traditional Chinese medicine consumer goods with high brand value, strong policy immunity and sustainable price increase; (3) Traditional Chinese medicine formula granules with market expansion, high industry barriers and good competition pattern.
policy again! The concept of digital currency is popular, and the sector raises the tide of limit
On Wednesday afternoon, digital currency concept stocks continued to be popular, and the sector started a wave of limit trading. As of press time, Wuhan Tianyu Information Industry Co.Ltd(300205) , Chase Science Co.Ltd(300941) , Shenzhen Emperor Technology Company Limited(300546) , Synthesis Electronic Technology Co.Ltd(300479) 20% limit, Xgd Inc(300130) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Newcapec Electronics Co.Ltd(300248) and so on rose sharply. On the news, the people’s Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission issued the “14th five year plan” for the development of financial standardization, which mentioned that we should steadily promote the development of legal digital currency standards; Comprehensively consider the security and credibility infrastructure, issuance system and storage system, registration center, payment transaction communication module, terminal application, etc., and explore the establishment and improvement of legal digital currency infrastructure standards.
China Merchants Securities Co.Ltd(600999) according to the research report, digital RMB is expected to pass the Winter Olympic scenario test and accelerate the application in the cross-border payment scenario. China’s new payment ecosystem based on digital RMB is expected to accelerate the formation and derive more types of digital business models. The investment opportunities of cross-border payment, new mobile payment, digital RMB wallet, upgrading of banking system and other tracks will be paid sustainable attention.
Capital Securities pointed out that the digital currency industry chain includes the upstream basic chip and application technology related industries, as well as the fields of security chip, security encryption and data security, the midstream currency issuing industry (including digital currency issuing institutions and bank IT industry), and the downstream payment, circulation and settlement fields. Therefore, the popularization of digital RMB will drive the bank it, data encryption Product upgrading and application scenario expansion in network security, payment terminal and other industries.
Bing dwen dwen can’t be bought. How much gold is there around the Winter Olympics?
Bing dwen dwen continues to boom. On February 9, as of press time, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Cultural Investment Holdings Co.Ltd(600715) rose again, recording three consecutive boards. Bing dwen dwen, the mascot of Beijing Winter Olympic Games, is “hard to find”, and has frequently been caught up in the hot search to become the new “top stream”. For the problem of “one trick is hard to find”, the Beijing Winter Olympic Organizing Committee said that it is stepping up coordination and increasing supply. However, Bing dwen dwen has three factories, and is limited by the limited manpower during the Spring Festival holiday.
According to the publicity information of the Beijing Winter Olympic Games, there are three licensed manufacturers whose licensed products include “plush and other materials toys”. Enterprise survey data show that the registered capital of the three manufacturers exceeds 10 million yuan. They are Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (with a registered capital of about 221 million yuan), Jinjiang Hengsheng Toy Co., Ltd. (with a registered capital of about 232 million yuan) and Nantong jinfenghuang craft toy manufacturing Co., Ltd. (with a registered capital of 20 million yuan).
Shuey Rhon Rhon, Bing dwen dwen, Bing dwen dwen, crystal ball, ice box pier blind box, badge (mascot motion modeling series, countdown series, folk custom Series), precious metals (opening countdown gold and silver bars) are all designed by the company on the 7 Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) 2 interactive platform. Products produced and sold. In view of the recent popularity of the above-mentioned Winter Olympic licensed commodities by consumers, the company has organized employees and factories to start production in an all-round way, made every effort to coordinate production capacity rationing, ensure the supply of Winter Olympic licensed commodities and try its best to meet the needs of consumers.
Cultural Investment Holdings Co.Ltd(600715) also said on the investor interaction platform that as a licensed manufacturer and seller of Beijing Winter Olympic Organizing Committee, the company has the franchise production rights of Winter Olympic derivatives in three categories: precious metals, handicrafts and ceramics, as well as the franchise retail rights of all winter Olympic derivatives.
For the rapid rise of share price, Cultural Investment Holdings Co.Ltd(600715) announced the abnormal fluctuation of stock trading on February 8, saying that the franchise production and sales rights obtained by the company are not exclusive authorization, and the sales of Winter Olympic derivatives is not the company’s main business, so there is uncertainty about whether the sales heat can continue in the future. The impact of Winter Olympics related businesses on the company’s final revenue and profit still needs detailed statistics, and the impact on performance is uncertain.
the price ratio of pig grain has entered the “secondary early warning range”. Is it the best layout window for pork stocks at present?
On February 9, the pork sector rose rapidly in early trading, Shenzhen Kingsino Technology Co.Ltd(002548) , Tangrenshen Group Co.Ltd(002567) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) limit, Shandong Delisi Food Co.Ltd(002330) , Hunan New Wellful Co.Ltd(600975) , Guangdong Guanghong Holdings Co.Ltd(000529) and other stocks rose one after another. In terms of news, according to the news from the national development and Reform Commission on February 8, according to monitoring, the national average pig grain price ratio was 5.57:1 in the week from January 24 to 28, which was between 5:1 and 6:1 for three consecutive weeks, entering the level II early warning range of excessive decline set in the working plan for improving the regulation mechanism of government pork reserves and stabilizing the supply and price of pork market. The national development and Reform Commission will work with relevant departments to start the collection and storage of pork reserves as appropriate, and guide local governments to carry out the collection and storage according to regulations.
The relevant person in charge of the national development and Reform Commission previously said that the plan will give full play to the important role of the government’s regulation of pork reserves as a key starting point, and pay equal attention to “raising” and “lowering” the price of live pigs and pork.
When the price is too high, the reserve will be put in to ensure the consumption needs of residents, promote the price to fall to a reasonable range, and avoid the excessive expansion of pig production capacity. When the price is too low, the collection and storage will be started to support the market, so as to “reassure” farmers and avoid excessive elimination of pig production capacity.
In terms of investment opportunities, many brokerage analysts believe that at present, it is a time window for pork stocks to start layout. China Galaxy Securities Co.Ltd(601881) researcher Xie Zhiyou believes that although there will be a double bottom in pig prices, the market’s positive expectations for the sector have risen, which means that the optimal time point for the allocation of the sector is now. On the whole, the current sector investment risk is low and the safety margin is high, which deserves active and key attention.
Sealand Securities Co.Ltd(000750) also pointed out that the pig price is in the process of the second bottom of the w bottom. At present, the downward space of the pig price is very limited. Factors such as the change of the marketing rhythm of short-term farmers will affect the fluctuation of the pig price. Even if there is a periodic rebound, as long as it is a loss, the stock clearing will continue, and it is still in a very good configuration window period, The decline of fertile sows in the following months will be the catalyst of the pig sector.
Baijiu sector strong rebound in market once again started? What are the main investment lines?
In February 9th, Baijiu sector rebounded higher, Anhui Kouzi Distillery Co.Ltd(603589) trading, Anhui Yingjia Distillery Co.Ltd(603198) , Anhui Gujing Distillery Company Limited(000596) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) and other stocks rose to varying degrees. On the news side, before the Spring Festival, the Baijiu sector fluctuated under the influence of market style, and the expected and valuations had already been adjusted more fully. For Baijiu stock market outlook, a number of securities companies said Cola watching.
Open source Securities said that the current Spring Festival Baijiu sales basically meet the expectations, and maintained a steady momentum overall. High-end Baijiu keeps healthy growth during the festival, and prices are matched with sales growth.
Citic Securities Company Limited(600030) pointed out that the overall performance and structural differences of Baijiu dynamic selling in the peak year of the tiger year were in line with the expectation. The famous liquor maintained consistent stability, and the wine and Su Jiu were relatively eye-catching. The agency believes that a year ago, a callback has basically released the market for the peak season moving relative negative emotions, tracking shows that the Spring Festival season Baijiu sales performance remained stable, market sentiment is expected to gradually warmer.
Dongxing Securities Corporation Limited(601198) said that the valuation of Baijiu sector has a strong correlation with monetary liquidity. The current monetary policy is expected to be loose, or it will have a stronger boost to market confidence.
In terms of operation, Guosen Securities Co.Ltd(002736) pointed out that the current sector valuation has returned to a relatively reasonable range, and the main line of future investment is still performance growth: 1) first recommend high-end wine leaders with the best competition pattern, the strongest demand rigidity and the highest fundamental certainty; 2) At the same time, focus on the sub high-end liquor with continuous release of performance elasticity and the varieties with strong marginal improvement logic.
the 14th five year plan for financial standardization is released, and bank it is expected to lead the industrial digital economy (with shares)
The people’s Bank of China, together with the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission, recently jointly issued the “14th five year plan” for the development of financial standardization, proposing to steadily promote the construction of financial science and technology standards, systematically improve the standards of financial data elements, improve the standards of financial information infrastructure, and strengthen the protection of financial network security standards, Promote the construction of safety and controllable standards for the core technology of informatization in the financial industry.
Huaxi Securities Co.Ltd(002926) judge that the financial industry, especially the banking industry, as China’s key infrastructure industry, will accelerate the investment in it, so as to lead the industrial informatization and contribute to the output value of digital economy. More importantly, bank it, as the main battlefield of industry information innovation / localization, is also the breakthrough of key software application pilot, which is expected to breed more medium and large-scale software enterprises. According to airy consulting, the technology procurement cost of Bank Of China Limited(601988) industry reached 61.8 billion yuan in 2020, which is expected to reach 88.2 billion yuan in 2022 and exceed 100 billion yuan in 2023.
From the perspective of industrial links, large state-owned banks such as the postal savings bank of the establishment of diplomatic relations between China agriculture and industry are the main body responsible for the commercial operation of digital RMB wallet. It is of great value to judge the digital operation links of large banks. Considering the attributes of financial institutions of large banks and the scale restrictions of IT personnel under their jurisdiction, it is considered that the two types of subjects under the banking system are likely to assist in participating in various scenario operations and share the reform dividends together. 1) Develop leading banking technology subsidiaries, such as CCB Jinke; 2) Bank IT manufacturers that may benefit from cooperation, such as Tansun Technology Co.Ltd(300872) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Digital China Information Service Company Ltd(000555) , Northking Information Technology Co.Ltd(002987) . Taking the Winter Olympics as the starting point, digital RMB is expected to move towards large-scale application within the year and become a key digital infrastructure for serial C-end / b-end / g-end payment. The above-mentioned leading bank IT manufacturers are deeply involved in module transformation and scenario operation, which is expected to continue to benefit and usher in the change of business model.
Combined with the upward industrial trend of banking IT boom and the catalytic factors of regulatory policies, Huaxi Securities Co.Ltd(002926) is optimistic about the top listed companies: Shenzhen Sunline Tech Co.Ltd(300348) , Digital China Information Service Company Ltd(000555) , Global Infotech Co.Ltd(300465) . Other beneficiary targets include: Tansun Technology Co.Ltd(300872) , Northking Information Technology Co.Ltd(002987) . In addition, the leading insurance it leader: Sinosoft Co.Ltd(603927) is also expected to benefit.
