Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
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.
The mascot Bing dwen dwen of Beijing Winter Olympic Games is “hard to find”, and frequently hits 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, according to the actual situation of the three manufacturers of the ice pier pier, it will be limited until the Lunar New Year 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 14th five year plan for financial standardization released the concept of digital currency and interconnected finance
Boosted by the 14th five year plan for financial standardization, the concepts of digital currency, Internet Finance and cloud computing have collectively risen. As of press time, in terms of the concept of digital currency, Chase Science Co.Ltd(300941) , Shenzhen Emperor Technology Company Limited(300546) “20cm” limit, Synthesis Electronic Technology Co.Ltd(300479) increase by more than 15%, Guangzhou Kingteller Technology Co.Ltd(002177) , Hyunion Holding Co.Ltd(002537) , Yunnan Nantian Electronics Information Co.Ltd(000948) , BOE, Beijing Cuiwei Tower Co.Ltd(603123) , Hengbao Co.Ltd(002104) , Szzt Electronics Co.Ltd(002197) and other “10cm” limit; In terms of the concept of Internet finance, Yunnan Nantian Electronics Information Co.Ltd(000948) , Cashway Fintech Co.Ltd(603106) , Jc Finance & Tax Interconnect Holdings Ltd(002530) , Pubang Landscape Architecture Co.Ltd(002663) and Newland Digital Technology Co.Ltd(000997) , Shenzhen Sunline Tech Co.Ltd(300348) were among the highest; In terms of cloud computing concepts, Beijing Teamsun Technology Co.Ltd(600410) , Shenzhen Asia Link Technology Development Co.Ltd(002316) and Newcapec Electronics Co.Ltd(300248) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) are outstanding.
In terms of news, recently, 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, jointly issued the “14th five year plan” for the development of financial standardization. The plan proposes to use standardization to assist modern financial management. Improve the standards for financial risk prevention and control, improve the comprehensive statistical standards of the financial industry, promote the construction of financial consumer protection standards, and strengthen the support of standards for financial supervision.
The plan also proposes to use standardization to lead the construction of digital ecology in the financial industry. Steadily promote the construction of financial technology standards, systematically improve the standards of financial data elements, improve the standards of financial information infrastructure, strengthen the protection of financial network security standards, and promote the construction of safe and controllable standards for the core technology of informatization in the financial industry.
Huaxi Securities Co.Ltd(002926) said that the digital transformation of banking and insurance industry is highly consistent with the framework of China’s bigger and stronger digital economy, and it is also the engine driving the deep digitization of infrastructure such as money / payment. Since 2020, some banks have successively started the distributed migration of core systems, and this process is expected to accelerate during the 14th Five Year Plan period. Bank IT vendors that can provide distributed core system solutions are continuously gaining incremental business.
the national development and Reform Commission released the expectation of pork collection and storage, and pork concept stocks rose Muyuan Foods Co.Ltd(002714) and so on
The agricultural sector rose in intraday trading on the 9th, and pork concept stocks performed actively. As of press time, Hunan Zhenghong Science And Technology Develop Co.Ltd(000702) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Shenzhen Kingsino Technology Co.Ltd(002548) and other trading limits, Shandong Delisi Food Co.Ltd(002330) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Muyuan Foods Co.Ltd(002714) and other gains were higher.
In terms of news, according to the monitoring of the national development and Reform Commission, the national average pig grain price 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 plan for improving the regulation mechanism of government pork reserves and ensuring the supply and price stability 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.
Industry insiders said that from the perspective of collection and storage over the years, the total amount accounts for a small proportion, the largest of which was 300000 tons in 2010. Therefore, it has little impact on supply and demand, mainly due to the boost to sentiment and a process of policy underpinning. The boost to the price still needs to return to the supply and demand of pork itself.
Galaxy Securities pointed out that according to the data of China animal husbandry information network, the price of pigs fell to 13.97 yuan / kg at the end of January, significantly lower than the average breeding cost of the industry, and the industry is still at a loss. After a lapse of two months, the profit of self breeding and self breeding entered a deep loss state again in January 22 (- 249.28 yuan / head). The aggravation of the loss will further drive the industry to reduce production capacity, and the cumulative decline of fertile sows will gradually increase. In the process of continuous capacity reduction, people’s expectations for the pig breeding sector will gradually increase. Although there will be a double dip in pig prices, the positive expectations of the market 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.
Guosen Securities Co.Ltd(002736) also said that pig prices have continued to decline since January and are expected to maintain a downward trend after the Spring Festival, further catalyzing the sector. 2022 is the best stage to lay out the pig sector in advance, and the probability of pig cycle in 2023 has reversed the market.
At the same time, meat products benefit from the decline in pig prices, and the profit is expected to be further improved in 2022. Recommendations: Zhejiang Huatong Meat Products Co.Ltd(002840) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Tecon Biology Co.Ltd(002100) , Dongrui Food Group Co.Ltd(001201) , COFCO jiajiakang, Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) etc; Attention: Henan Shuanghui Investment & Development Co.Ltd(000895) , Longda food, etc.
Apple plans to launch “click payment” function, new mobile payment and other sustainable concerns
On February 9, the concept of mobile payment rose sharply, and individual stocks rose by the limit. As of press time, Chase Science Co.Ltd(300941) , Beijing Teamsun Technology Co.Ltd(600410) , Hyunion Holding Co.Ltd(002537) and other 16 shares had risen by the limit, and Synthesis Electronic Technology Co.Ltd(300479) , Newcapec Electronics Co.Ltd(300248) and other stocks had the highest increase. On the news front, Apple announced on its official website on Tuesday (February 8) that it plans to launch the “tap to pay” function on the iPhone, authorizing enterprises to accept contactless payment through click payment on the iPhone. This feature can also be used with contactless credit cards.
Meanwhile, apple said that payment platform and application developers can integrate “click payment” on the iPhone into their IOS applications and provide it to their commercial customers as a payment option.
Recently, China UnionPay released the 2021 mobile payment security survey report, which showed that the proportion of respondents using QR code to pay continued to increase, an increase of 11% over last year, more than 90%. The report shows that in terms of use motivation, “habit” has become the primary factor for respondents to choose mobile payment. “Convenience”, “discount and promotion” have become the second and third factors for respondents to choose mobile payment. To some extent, it can be said that the habit of mobile payment users has been cultivated. In addition, the report shows that among mobile payment verification methods, biometric methods such as fingerprint and face brushing have the highest recognition, and their utilization rate has exceeded that of digital password verification.
China Merchants Securities Co.Ltd(600999) said that digital RMB is expected to pass the Winter Olympics 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.
rare earth permanent magnet landscape continued to rise, 14 shares were increased by going north
Rare earth is known as “industrial gold”. 35% of the global rare earth consumption comes from rare earth permanent magnet materials, accounting for about 91% of the consumption value. The total reserves of rare earth resources in the world are about 120 million tons, of which China’s reserves are 44 million tons, accounting for about 37.89%, ranking first in the world; The reserves of Vietnam, Brazil and Russia account for 19%, 19% and 10% respectively. The total reserves of the four countries account for more than 80%, with high concentration.
China International Capital Corporation Limited(601995) the research report pointed out that the production and sales of rare earth in the upstream increased steadily, and the downstream magnetic material companies are expected to usher in a simultaneous rise in volume and price. First, under the policy regulation, the supply and demand of rare earth is expected to continue to maintain a tight balance, the price of rare earth is expected to remain high and volatile, and the output index of upstream companies is expected to grow steadily; Second, the magnetic material company has benefited from the revaluation of inventory, the growth of production and sales, as well as the replacement and increase of magnetic material price contract. The profit per ton is up, and it is expected to see both volume and price rise in 2022.
Previously, China has approved the establishment of the world’s largest rare earth company, a move aimed at maintaining its leading position in the global supply chain of rare earths. It is reported that the new company will be named China rare earth group and will be established in resource rich Jiangxi Province as soon as this month. The company was established by merging the rare earth assets of several state-owned enterprises, including China Minmetals Group, Aluminum Corporation Of China Limited(601600) and Ganzhou rare earth group.
Statistics show that there are 51 stocks involved in the concept of rare earth permanent magnet in the A-share market. There are 25 stocks with a market value of less than 10 billion, including Zhejiang Dehong Automotive Electronic & Electrical Co.Ltd(603701) , Dagang Holding Group Co.Ltd(300103) , Bgrimm Technology Co.Ltd(600980) . In terms of market performance, 51 stocks have all fallen since 2022, Zhejiang Dehong Automotive Electronic & Electrical Co.Ltd(603701) , Huludao Zinc Industry Co.Ltd(000751) , Ningbo Jintian Copper (Group) Co.Ltd(601609) and other stocks have fallen by less than 8%; Individual stocks such as Hunan Yujing Machinery Co.Ltd(002943) , Zhongshan Broad-Ocean Motor Co.Ltd(002249) , Sanxiang Advanced Materials Co.Ltd(603663) fell by more than 20%.
In addition, statistics show that 29 shares issued the forecast of 2021 annual report, with a performance forecast rate of nearly 80%. The performance of individual shares such as China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Aluminum Corporation Of China Limited(601600) , Jiangsu Huahong Technology Co.Ltd(002645) and Bgrimm Technology Co.Ltd(600980) increased in advance. Since 2022, 14 stocks have been increased by going north, with Innuovo Technology Co.Ltd(000795) , Grinm Advanced Materials Co.Ltd(600206) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) among the top, of which Innuovo Technology Co.Ltd(000795) has been increased by 1.21 percentage points.
Among the 14 stocks mentioned above, there are 7 performance pre happy stocks added by Beishang capital, of which the upper limit of Aluminum Corporation Of China Limited(601600) net profit growth exceeds 6 times, and Beishang capital has been added by 0.3 percentage points since 2022; China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) was increased by 0.43 percentage points with northbound capital, and the upper limit of net profit growth exceeded 5 times.
Chinese tourism data released during the Spring Festival. The annual performance of 6 companies is expected to double
Shanxi Securities Co.Ltd(002500) believes that under the strict covid-19 prevention and control measures of the government, China’s tourism industry continues to circulate internally and the flow of outbound tourists continues to be transformed into Chinese tourism. China’s tourism industry does not change the recovery trend, and the recovery process is repeatedly disturbed with the possible local epidemic. During this period, accompanied by theme investment and hot investment hotspots, the fundamentals of Companies in the industry showed continuous repair.
Statistics show that there are 21 Shenwan tourism and scenic spot concept stocks. The industry is generally small and medium-sized market capitalization stocks. Only the leading Songcheng Performance Development Co.Ltd(300144) has a total market value of more than 10 billion yuan, which is 41.574 billion yuan. The listed company Tempus Global Business Service Group Holding Ltd(300178) with the smallest market value has a total market value of less than 1 billion yuan. In terms of institutional attention, 13 shares have recently been rated by institutions. Songcheng Performance Development Co.Ltd(300144) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , China Cyts Tours Holding Co.Ltd(600138) ranked among the top three, with 29, 14 and 14 institutions participating in the company’s rating respectively.
Judging from the difference between the latest price and the target price predicted by the institution, the rising space of five stocks is more than 10%: Wuhan Sante Cableway Group Co.Ltd(002159) , Tibet Tourism Co.Ltd(600749) , Guilin Tourism Corporation Limited(000978) and other three stocks are more than 25%, 34.95%, 33.51% and 26.99% respectively. The share price of industry leader Songcheng Performance Development Co.Ltd(300144) also has 17.11% upward space.
According to data treasure statistics, 19 shares issued annual performance forecast. Based on the median value of the forecast growth range, Huangshan Tourism Development Co.Ltd(600054) , Western Regions Tourism Development Co.Ltd(300859) , Emei Shan Tourism Company Limited(000888) , Songcheng Performance Development Co.Ltd(300144) the annual net profit of six shares is expected to double year-on-year. Five listed companies expect the annual net profit to fall by more than 100% year-on-year. Among them, Wuhan Sante Cableway Group Co.Ltd(002159) expected net profit to decline by 801.26%.
after taking off its shoes, China Mobile soared for two consecutive days, and its share price hit a new high since the listing of A-Shares
Following yesterday’s rise of 5.42%, China Mobile (600941) rose sharply again on the 9th, up to 67.43 yuan, a new high since the listing of a shares.
Since China Mobile was listed and traded on January 5, 2020, its share price has maintained a narrow fluctuation trend. Due to the escort of the “green shoes” mechanism (over allotment option) after listing, its share price has always remained above the issuance price of 57.58 yuan, but this mechanism expired on February 7. On February 8, China Mobile’s A-Shares officially “took off their shoes”.
China Mobile previously released a performance forecast. It is expected that the company will achieve a revenue of about 844.9 billion yuan to 852.6 billion yuan in 2021, with a year-on-year increase of about 10% – 11%; The net profit attributable to the parent company was about 114.3-116.5 billion yuan, with a year-on-year increase of about 6% – 8%; Deducting non net profit of about 107.3 billion yuan to 109.3 billion yuan, with a year-on-year increase of about 5-7%.
In addition, during the period from January 21, 2022 to January 27, 2022, China Mobile Group accumulatively increased its holdings of 26208210 A-share shares of the company through the trading system of Shanghai Stock Exchange, accounting for about 0.123% of the total issued shares of the company (before exercising the over allotment option of A-share initial public offering (hereinafter referred to as “over allotment option”), It accounts for about 3.099% of the total number of A-Shares issued by the company (before exercising the over allotment option), and the cumulative increase amount is about 1.509 billion yuan (excluding Commission and transaction tax), which has exceeded 50% of the lower limit of the amount range of the increase plan.
The company previously announced that China Mobile Group plans to increase its RMB common shares from January 21, 2022 to December 31, 2022, with a cumulative increase of no less than 3 billion yuan and no more than 5 billion yuan.
Citic Securities Company Limited(600030) pointed out that China Mobile is the leader of global operators, with the world’s largest communication network, and the number of mobile and broadband users ranks first in the world. The core competitiveness of China Mobile is prominent. From the perspective of industry, the company, as the leader of global operators, has a stable position, and has significant advantages in user scale and network resources; From a financial perspective, the company has outstanding profitability, good development of emerging businesses, continuous improvement of ARPU value and long-term growth; From the perspective of low cash flow and high-quality assets valuation, the current valuation of the company is still high. China Mobile is a high-quality core asset with both technology and consumption attributes. With the reconstruction of growth logic in the 5g era, it has great configuration value.
Zheshang Securities Co.Ltd(601878) said that the valuations of Hong Kong stocks China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) Pb were 0.69 times, 0.48 times and 0.30 times respectively, significantly lower than 1.13 times, 0.69 times and 0.68 times of the five-year historical center, and 1.59 times lower than the global comparable level. With multiple catalysts such as repurchase, equity incentive and equity diversification reform, the valuation of operators is expected to improve.
