Today (February 10) A-share differentiation, stock index shock finishing, gem fell again. On the disk, aviation airports, tourist hotels, coal, agriculture, animal husbandry, feeding and fishing, insurance, cement and building materials, banking, environmental protection and other industries led the increase; Photovoltaic equipment, wind power equipment, batteries, power supply equipment, medical treatment, communication, auto parts, consumer electronics and other industries led the decline. In terms of theme stocks, online tourism, pork concept, civil explosion concept, chicken concept, blind box economy and tax-free concept led the increase, while blade batteries, virtual power plants, sodium ion batteries, energy storage, Huawei cars and industrial machines led the decline.
Wuxi Apptec Co.Ltd(603259) has fallen nearly 20% in three days. Is the CXO concept killing the street by mistake or valuation return?
On February 10, CXO concept stocks fell again. As of press time, Porton Pharma Solutions Ltd(300363) , Hangzhou Tigermed Consulting Co.Ltd(300347) , Shanghai Medicilon Inc(688202) and others have weakened, and the decline of the whole sector is second only to the new energy vehicle concept. Among them, the industry leader Wuxi Apptec Co.Ltd(603259) also fell sharply, with a cumulative decline of nearly 20% in the past three trading days, just half of the highest point in July last year.
In terms of financial data, on January 18, Wuxi Apptec Co.Ltd(603259) released the performance forecast. The company expects to achieve an operating revenue of 22.819-22.902 billion yuan in 2021, with a year-on-year increase of 38.0% to 38.5%; The net profit is expected to be 3.2-6.8 billion yuan, with a year-on-year increase of 3.2-0.5%.
Minsheng securities research report pointed out that the industry is in the limelight, and the new force of “pharmacy + clinical” comprehensive cro serving China Meheco Group Co.Ltd(600056) is rising. The emerging new forces of China’s small and medium-sized pharmaceutical enterprises have accelerated the expansion of China’s outsourcing market. Under the background of the normalization of MAH system, consistency evaluation and drug “centralized purchase”, the government originally wanted to drive the in-depth integration of resources in the localized pharmaceutical R & D industry chain, so it gave birth to a number of “pharmaceutical + clinical” comprehensive cros with service China Meheco Group Co.Ltd(600056) as the core goal.
Zheshang Securities Co.Ltd(601878) believes that it is still a period of rapid development of local innovative medicine enterprises. Although it is obvious that the target / indication is homogeneous, it reflects the development of new indications with strong targets. Optimistic about the local clinical CRO benefit from the high demand for research and development of local innovative drugs and the release of more medical resources after the clinical trial filing system brings the further expansion of the clinical CRO market.
intraday sharp decline of nearly 9% below 500 yuan Contemporary Amperex Technology Co.Limited(300750) will it fall again after hitting a new low in April?
Is the electric vehicle bubble really bursting under the global central bank’s interest rate increase? On February 10, the leading stock Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) once fell below the 500 yuan mark, closing down 5.32% to close at 518.1 yuan, down nearly 28% from the historical high of 692 yuan in early December 2021, a new low in recent four months. Investors have more and more doubts about the new energy sector; At present, China’s penetration rate has exceeded 20%. Although electric vehicles still have room to increase market share, they are also increasingly affected by the macroeconomic environment.
There are also some differences in the views of market participants on Contemporary Amperex Technology Co.Limited(300750) and the future of electric vehicles. Insiders believe that the overseas central bank to enter the interest rate cycle, may continue to suppress the overvalued sector, the process may be similar to the 2000 NASDAQ technology network share bubble burst; However, some analysts believe that with the promotion of the market in spring, growth stocks are expected to usher in a certain rebound and have a rotation effect with value stocks.
water conservancy construction, underground pipe network sector strength Shenzhen Water Planning & Design Institute Co.Ltd(301038) , Shandong Longquan Pipeline Engineering Co.Ltd(002671) and other daily limit
The water conservancy construction and underground pipe network sectors rose strongly on the 10th. As of press time, the water conservancy construction sector, Shenzhen Water Planning & Design Institute Co.Ltd(301038) , Zhengping Road & Bridge Construction Co.Ltd(603843) , Shandong Longquan Pipeline Engineering Co.Ltd(002671) and other limits rose, and Zhejiang Communications Technology Co.Ltd(002061) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Lingnan Eco&Culture-Tourism Co.Ltd(002717) and other gains were higher; In terms of underground pipe network sector, Chongqing Construction Engineering Group Co.Ltd(600939) limit, construction research design, Xinjiang Guotong Pipeline Co.Ltd(002205) and so on all strengthened.
In terms of news, recently, the national development and Reform Commission, the Ministry of ecological environment, the Ministry of housing and urban rural development and the National Health Commission issued the guiding opinions on accelerating the construction of urban environmental infrastructure. The opinions put forward that by 2025, the supply capacity and level of urban environmental infrastructure will be significantly improved, the weaknesses in key areas and key fields will be supplemented, and an environmental infrastructure system integrating sewage, garbage, solid waste, hazardous waste and medical waste treatment and disposal facilities and monitoring and supervision capacity will be built. By 2030, we will basically establish a systematic, efficient, practical, intelligent, green, safe and reliable modern environmental infrastructure system.
Guotai Junan Securities Co.Ltd(601211) Securities pointed out that the economic work in 2022 focuses on stable growth. As one of the important infrastructure fields, water conservancy has the characteristics of strong social benefits, large investment absorption and long industrial chain. The development of water conservancy is expected to fully boost demand, create employment and make an important contribution to achieving the goal of steady growth. In combination with the work deployment of the central government and the Ministry of water resources, water conservancy will focus on the construction of major projects such as national water network and watershed flood control and the improvement of smart water conservancy in 2022. In terms of medium and long-term planning, during the 14th Five Year Plan period, water conservancy construction will achieve high-quality development from the four investment directions of flood control, water supply, intelligent water conservancy and ecological restoration. Its investment growth rate is expected to enter a new round of growth period driven by the accelerated implementation of 150 major water conservancy projects.
the pork sector continued its strong trend again, but the agency said that the current pig cycle did not turn around
On the morning of February 10, the pork sector continued to rise, leading the two cities, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Hunan New Wellful Co.Ltd(600975) limit, and other stocks followed suit. 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.
Despite the continuous decline of pig prices, the share prices of listed pig enterprises performed well. Data show that the pig industry index rose 4.22% on February 9, including Tech-Bank Food Co.Ltd(002124) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Shenzhen Kingsino Technology Co.Ltd(002548) limit. However, according to the performance forecast of 2021 disclosed by several listed pig enterprises, the loss of the whole industry in 2021 is almost certain.
SDIC Anxin futures believes that the current round of pig cycle has not reached the time of reversal. In 2022, it is expected that the pig industry will continue to reduce production capacity and the pig price will fluctuate to find the bottom.
Xie Zhiyou, a researcher at China Galaxy Securities Co.Ltd(601881) , said that although there will be a double dip 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.
the total scale of sports industry will reach 5 trillion yuan in 2025. Pay attention to relevant industrial chains
According to China Central Television News, at the regular policy briefing held by the state information office, Qiu Ru, head of the mass sports department of the State General Administration of sports, introduced that in the next step, the State General Administration of sports will promote the construction of a higher-level public fitness service system for community residents. During the 14th Five Year Plan period, more than 1000 sports parks will be built, reconstructed and expanded. At the same time, Strengthen the management of national fitness equipment. Organize the implementation of the national fitness venues and facilities to make up for deficiencies, make overall use of central funds, guide and support local construction and improve fitness facilities.
Kaiyuan Securities pointed out that according to the 14th five year plan for sports development, by 2025, the total scale of the sports industry will reach 5 trillion yuan, the added value will account for 2% of China’s GDP, the total scale of residents’ sports consumption will exceed 2.8 trillion yuan, and there are more than 8 million employees. It clearly mentioned that taking the preparation for the Beijing 2022 Winter Olympic Games as an opportunity to realize the great leap forward development of ice and snow sports, Accelerate the implementation of the strategy of “exhibition in the south, expansion in the West and expansion in the East” of ice and snow sports, achieve regional development, and drive 300 million people to participate in ice and snow sports. According to the report of China Tourism Research Institute, by 2025, the number of ice and snow tourists in China will exceed 500 million, and the income of ice and snow tourism in China will exceed 1.1 trillion yuan. It is believed that under the promotion of national policies, with the development of national fitness and the construction of sports power, sports shoes and clothing brand leaders and related OEM leaders are expected to usher in a new round of opportunities.
the speed of urban environmental infrastructure construction is accelerated, and the space of related industries is expected to be further opened
On February 10, the environmental protection and sewage treatment sectors opened significantly higher, Fujian Haixia Environmental Protection Group Co.Ltd(603817) , Guangdong Shunkong Development Co.Ltd(003039) , Haitian Water Group Co.Ltd(603759) and other stocks rose by the limit, Hynar Water Group Co.Ltd(300961) , Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) and other stocks rose the most. In terms of news, the national development and Reform Commission and other four departments recently issued the guiding opinions on accelerating the construction of urban environmental infrastructure, proposing that by 2025, the supply capacity and level of urban environmental infrastructure will be significantly improved, the weaknesses in key areas and key fields will be supplemented, and the construction of sewage, garbage, solid waste, hazardous waste An environmental infrastructure system integrating medical waste treatment and disposal facilities and monitoring and supervision capacity. By 2030, we will basically establish a systematic, efficient, practical, intelligent, green, safe and reliable modern environmental infrastructure system.
In addition, the guidance proposes to further promote the third-party treatment of environmental pollution and promote the green and efficient development of environmental infrastructure. The goal is to increase the sewage treatment capacity by 20 million cubic meters / day by 2025.
In recent years, the market space for the development of China’s environmental protection industry has been expanding. According to the report on the development of China’s environmental protection industry in 2020 issued by the Ministry of ecology and environment, the operating revenue of the national environmental protection industry in 2019 was about 1.78 trillion yuan, a year-on-year increase of 11.3%, much higher than the economic growth rate in the same period; Among them, the operating revenue of environmental service industry was about 1.12 trillion yuan, a year-on-year increase of 23.2%.
Guosheng Securities said that the monitoring and testing of water environment will be gradually systematized and transparent, and the standards will be more stringent. The water environment supervision policy is becoming stricter, and the space of sewage treatment service and sewage treatment equipment industry is expected to be further opened.
