Since the Spring Festival, more than half of the digital currency concept stocks have increased by more than 10%, and six stocks have been the main force, with a net inflow of more than 100 million yuan.
On the third trading day of the year of the tiger, the A-share market sentiment warmed up, the Shanghai Stock Exchange Index, the Shanghai and Shenzhen 300 index and the gem index rose across the board, the science and technology theme continued its strong performance, the digital currency rode the dust, and the sector index closed up 9.18%.
According to the statistics of securities times · databao, most of the 50 digital currency concept stocks were popular, Wuhan Tianyu Information Industry Co.Ltd(300205) , Chase Science Co.Ltd(300941) , Shenzhen Emperor Technology Company Limited(300546) , Synthesis Electronic Technology Co.Ltd(300479) and other four stocks closed 20 cm limit sectors, of which Shenzhen Emperor Technology Company Limited(300546) recorded two 20 cm limit sectors in a row, with an increase of 55.43% in just three trading days after the Spring Festival, becoming the “prettiest” in the post holiday market.
On the news side, the benefits of digital currency are frequent. 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 recently jointly issued the “14th five year plan” for the development of financial standardization, which focuses on steadily promoting the development of legal digital currency standards. In addition, the Russian government and the Russian central bank have reached an agreement on the regulation of encrypted asset circulation in the future, according to Russia’s “businessman”. By February 18, they will draft a law in which encrypted assets will be regarded as currency rather than digital financial assets.
According to data treasure statistics, since the Spring Festival, more than half of digital currency concept stocks have increased by more than 10%, and the sector index has increased by 12.33%, which is the hottest theme in the same period. A total of 6 shares received a net inflow of main funds of more than 100 million yuan, namely Synthesis Electronic Technology Co.Ltd(300479) , Grg Banking Equipment Co.Ltd(002152) , Newland Digital Technology Co.Ltd(000997) , Hyunion Holding Co.Ltd(002537) , Shenzhen Emperor Technology Company Limited(300546) , Northking Information Technology Co.Ltd(002987) .
civil explosive industry has broad room for improvement
concept stocks detonated in advance
As popular as digital currency is the concept of civil explosion. According to the statistics of data treasure, since the Spring Festival, the average increase of popular explosive concept stocks has reached 12.23%. The best performance is Poly Union Chemical Holding Group Co.Ltd(002037) . After the Spring Festival, the stock has raised the limit for three consecutive words. In addition, before the festival, the number of consecutive limit sectors reached 6.
At present, the civil explosive industry is facing a new round of industrial upgrading under the guidance of policies. According to the “14th five year plan” for the development of civil explosives industry, in June 2022, China completely banned the use of ordinary detonators and forced the use of electronic detonators. In December 2021, the Ministry of industry and information technology once again defined the time node for the full use of digital electronic detonators, that is, stop production before the end of June 2022 and stop sales of other industrial detonators except industrial digital electronic detonators before the end of August 2022.
Statistics show that the output of electronic detonators in China has increased significantly in recent years. According to the data of China blasting equipment industry association, the output of industrial detonators in China in 2021 was 890 million, including 164 million electronic detonators, with a year-on-year increase of 40%. At present, the proportion of electronic detonators in the output of industrial detonators has increased from 12% in 2020 to 18% in 2021, and there is still a lot of room for improvement.
Everbright Securities Company Limited(601788) it is estimated that the annual consumption of traditional detonators in the market is about 1-1.2 billion. Assuming 100% penetration of electronic detonators in the future, the market space of electronic detonators will reach 15-18 billion yuan at an average price of 15 yuan.
the performance of four popular explosive concept stocks is expected to increase by more than 10%
Many listed companies responded on the interactive platform to the problem that traditional detonators will be replaced by electronic detonators. Poly Union Chemical Holding Group Co.Ltd(002037) said on the interactive platform on January 24 that the company will gradually replace ordinary detonators with electronic detonators according to the industrial replacement policy. At present, relevant work is being promoted.
Hubei Kailong Chemical Group Co.Ltd(002783) said on February 8 that the current licensed capacity of the company’s digital electronic detonators is 38.6 million. This policy change is conducive to the improvement of the company’s performance, and the existing production and sales of electronic detonators meet the company’s expectations.
Shenzhen King Explorer Science And Technology Corporation(002917) in response to investors on February 8, it was mentioned that the company currently has an annual production capacity of 167 million industrial detonators, of which the holding subsidiary Shandong shengshida is the enterprise with the largest production capacity of detonators in Shandong Province. In addition to the existing 13 million digital electronic detonators, the company is currently promoting the transformation of detonator production line and replacing the production capacity of other ordinary detonators with that of electronic detonators, so as to realize capacity expansion and production expansion.
On January 27, Guangdong Hongda said that as of June 30, 2021, the company had 80 million detonators, including 20 million electronic detonators. Electronic detonator chip is the main raw material of electronic detonator products. This participation in Guangzhou Hongan core is conducive to ensuring the stability of electronic detonator production.
According to the statistics of databao, according to the latest disclosed performance data, Sichuan Yahua Industrial Group Co.Ltd(002497) , Anhui Jiangnan Chemical Industry Co.Ltd(002226) , Tibet Gaozheng Explosive Co.Ltd(002827) , Jiangxi Xinyu Guoke Technology Co.Ltd(300722) the net profit of four shares in 2021 is expected to increase by more than 10%. Sichuan Yahua Industrial Group Co.Ltd(002497) is expected to have the highest growth rate. The company expects the net profit last year to be 920 million yuan to 1.05 billion yuan, with a year-on-year increase of 184.09% ~ 224.23%.
