in early trading today, A-Shares continued to fluctuate and rise as a whole. The Shanghai index closed 3 positive after the festival. The gem index and Kechuang 50 also tended to stabilize today after yesterday's bottom.
The transactions between the two cities also continued to expand moderately, indicating that market sentiment is gradually recovering. On the disk, the Winter Olympics concept, pork, digital currency, salt lake lithium extraction and other sectors led the increase, while the construction machinery, public transportation, household goods, warehousing and logistics and other sectors made slight adjustments. The net inflow of funds going north was 3.189 billion yuan. it is worth noting that China Mobile's intraday limit share price hit a new high since its listing, driving the abnormal rise of 5g sector.
pig grain ratio enters the secondary early warning area to collect and store
The pork sector was stronger in early trading, and the sector index rose unilaterally, up nearly 4% at one time. It was red for four consecutive days, and the half day transaction was higher than that of the whole day yesterday. Hunan Zhenghong Science And Technology Develop Co.Ltd(000702) , Shenzhen Kingsino Technology Co.Ltd(002548) , Shandong Delisi Food Co.Ltd(002330) and other strong trading limits, of which Leshan Giantstar Farming&Husbandry Corporation Limited(603477) and other share prices hit a record high, Fujian Aonong Biological Technology Group Incorporation Limited(603363) hit a new high in recent three years (restoration of rights), and Tangrenshen Group Co.Ltd(002567) , Wens Foodstuff Group Co.Ltd(300498) also hit a new high in recent one and a half years.
According to the latest monitoring data of the national development and Reform Commission, the national average pig grain price ratio was 5.57:1 in the last week before the Spring Festival, 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 the 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.
Generally speaking, pig grain price ratio is the ratio of pig price to corn price as the main feed for pigs. According to relevant estimates in China, when the ratio of pig price to corn price is 6:1, pig breeding is basically at the break even point. The higher the pig grain ratio, the better the breeding profit, otherwise the worse. However, it is not normal for the ratio of the two to be too large or too small.
according to the work plan, if the pig grain price ratio is less than 6:1, the level-3 early warning will be started. If it is between 5:1 and 6:1 for three consecutive weeks, the level-2 early warning will be started, and if it falls below 5:1, it will enter the level-1 early warning. After the level II warning is launched, relevant departments can start the collection and storage work as appropriate. The current time point is after the Spring Festival and the consumption off-season. If the price continues to decline and approaches the level I warning, the collection and storage work is likely to start at any time.
From the historical data, the impact of pork purchase and storage on the stock prices of relevant companies in the A-share market is huge. In late July last year, the state collected and stored 53000 tons of pork, which made an immediate impact on the market. The pork sector index stopped the adjustment in the previous 10 months, and saw a phased bottom of 1747 points on July 30, followed by an upward trend that continues to this day. as of the noon closing today, the pork sector index closed at 2458 points, up more than 40% from the low point, far exceeding the trend of the market in the same period.
Sealand Securities Co.Ltd(000750) 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. At present, it is still in a very good configuration window, The decline of fertile sows in the following months will be the catalyst of the pig sector.
Winter Olympic hot ice and snow industry "difficult to find pier shares"
Bing dwen dwen, the mascot of the Winter Olympic Games, was touted with the Beijing Winter Olympic Games. Even the sales outlets were selling high prices to sell illegal profits and disrupt the normal order of purchase. Recently, the official account of WeChat public in Beijing Dongcheng was informed that the police had seized 3 illegal persons and had made administrative penalties according to law.
Bing dwen dwen everfount police also prompted the masses of the public, the relevant departments have announced that the Beijing Winter Olympic Games licensed products will continue to sell until at least the end of June this year, and has actively coordinated the active measures to promote production, there will be a steady stream of "ice pier" to the market. Please consume rationally and do not buy at a high price from "scalpers" to avoid economic losses.
When Bing dwen dwen, the market is also hard to get in the consumer market. The A share market is also "hard to get". It is praised as "the first stock of ice pier pier" by the market. Today, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) is trading again, which is the third consecutive word sector. As of the noon closing, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) has only about 7700 hands in trading, but there still are more than 640 thousand hand seals on the price limit, and 30% of the 187 million shares.
Shuey Rhon Rhon, Bing dwen dwen, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , also said on the investor interactive platform that the company is the only company in the A stock company that produces frozen pier and snow Rong Rong stuffed toys. driven by Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , the Beijing Winter Olympic sector jumped high and opened high for the fourth day in a row, Chase Science Co.Ltd(300941) , Shenzhen Emperor Technology Company Limited(300546) 20% limit, Cashway Fintech Co.Ltd(603106) , Cultural Investment Holdings Co.Ltd(600715) , Guangdong Tecsun Science & Technology Co.Ltd(002908) , Hylink Digital Solution Co.Ltd(603825) and so on.
In addition to Bing dwen dwen, Beijing Winter Olympic Games also brought the development of ice and snow industry. Ctrip data show that Harbin Ice and snow world, Poseidon tourist resort, Northeast Tiger Forest Park, Harbin rongchuang snow world and Harbin polar park have become popular punch in places for tourists. Hotel orders increased by 104% year-on-year, scenic spot ticket orders increased by 42% year-on-year, and night tour scenic spot ticket orders increased by 45% year-on-year
According to the latest big data report on China's ice and snow tourism consumption (2022) released by China Tourism Research Institute, the number of ice and snow leisure tourists in China has increased from 170 million in the ice and snow season from 2016 to 2017 to 254 million in the ice and snow season from 2020 to 2021. It is expected that the number of ice and snow tourists in the ice and snow season from 2021 to 2022 will reach 305 million.
Tianfeng Securities Co.Ltd(601162) according to the analysis, the ice and snow industry is a special resource-based industry formed on the development of ice and snow resources, with wide coverage and huge industrial chain. On the whole, China's ice and snow sports industry has initially formed an industrial pattern focusing on fitness and leisure, with the coordinated development of competition performance, venue services, sports training and sports tourism.
