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ihealth kit delivered more than 100 million copies Andon Health Co.Ltd(002432) once rose by the limit
In early Thursday trading, Andon Health Co.Ltd(002432) rose, hitting the daily limit for a time. According to the news, this morning, Andon Health Co.Ltd(002432) announced that the company’s U.S. subsidiary had delivered 105 million copies of ihealth kit products to the contract counterparty. American ACC paid a total of 108 million US dollars to the company’s U.S. subsidiary on February 7, 2022 local time for 21.168 million copies of ihealth kit products. The above payment has now arrived, about 687 million yuan.
On January 14, Andon Health Co.Ltd(002432) announced that the U.S. subsidiary and the U.S. ACC (U.S. Army contract management command) signed a procurement contract on ihealth kit on behalf of HHS (U.S. Department of health and human services) on January 13, 2022 local time, selling 250 million copies of ihealth kit products to them, with a total contract price tax of US $1.275 billion (including freight), About 8.102 billion yuan.
Previously, Andon Health Co.Ltd(002432) said on the interactive platform that the company’s kit products were authorized by the US FDA EUA. At present, the company’s main focus is to sell to the US market and will consider whether to expand other markets in the future according to the situation.
many countries put forward border opening plans, and the tourism and aviation sectors rose higher. Caesar’s tourism limit
The tourism, hotel catering and aviation sectors made an intraday rise on the 10th. As of the press release, Caesar’s tourism rose by the limit, Shenzhen Overseas Chinese Town Co.Ltd(000069) , Utour Group Co.Ltd(002707) , Anhui Jiuhuashan Tourism Development Co.Ltd(603199) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , Tibet Tourism Co.Ltd(600749) ; In terms of hotel catering sector, Btg Hotels (Group) Co.Ltd(600258) led, Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) and other increases were higher; In the aviation sector, China Southern Airlines Company Limited(600029) , China Eastern Airlines Corporation Limited(600115) , Air China Limited(601111) , China Express Airlines Co.Ltd(002928) and other outstanding performances.
In terms of news, recently, Australia, New Zealand, Malaysia and other countries have successively put forward border opening plans, which can enter the country as early as this month without isolation. CICC pointed out that the overall trend of entry and quarantine measures was relaxed, but countries were divided, the process of opening up in Europe and America was ahead, and the Asia Pacific lagged behind. Looking at the current liberalization process of entry policies in major countries, we believe that Britain, Mexico and other countries > other European and American countries > Southeast Asia > Northeast Asia and Oceania. Referring to the current situation of cross-border travel liberalization in overseas countries, it is suggested that investors pay close attention to China’s: 1) the process of international line liberalization and relevant driving factors; 2) Supply and demand and ticket prices after the opening of international lines.
The agency said that after the opening of the international line, the supply and demand performance of the aviation industry may be expected to exceed expectations, resulting in improved industry profits. The backlog of transnational travel demand during the epidemic period of more than two years may usher in higher growth after the opening of international lines. It is estimated that when the international line supply increases by 1 percentage point compared with the recovery level in 2019, the international line passenger seat rate increases by 1ppt and the income level of international line passenger kilometers increases by 1%, the predicted net profit of Da Hang in 2023 will increase by 120 million yuan, 250 million yuan and 200 million yuan respectively, accounting for 2%, 4% and 3% of the predicted net profit. Under the benchmark scenario, we assume that in 2023, the industry supply, the seating rate will return to the 2019 level, and the ticket price is slightly higher than the 2019 level (within 5%).
the pork sector continued its strong trend again, but the agency said that the current pig cycle did not turn around
In the morning trading on February 10, the pork sector continued to rise, leading the two cities. As of press time, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Hunan New Wellful Co.Ltd(600975) rose by the limit, and many 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.
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) , believes 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.
Poly Union Chemical Holding Group Co.Ltd(002037) why is the civil explosion so popular? What opportunities are there?
On Thursday morning, the civil explosive sector broke out again. As of press time, Poly Union Chemical Holding Group Co.Ltd(002037) recorded seven consecutive sectors, Shanxi Huhua Group Co.Ltd(003002) limit, Hunan Nanling Industry Explosive Material Co.Ltd(002096) , Jiangxi Guotai Group Co.Ltd(603977) , Sichuan Yahua Industrial Group Co.Ltd(002497) , Shanxi Tond Chemical Co.Ltd(002360) and so on. On the news side, the Ministry of industry and information technology recently issued the safety development plan for the civil explosives industry in the 14th five year plan (hereinafter referred to as the plan).
The plan proposes to encourage enterprise restructuring and integration, and tilt to the top ten enterprises in terms of industrial policies, so as to support the merger and reorganization of advantageous enterprises, support the combination of excellence and strength among enterprises, and improve the industrial concentration; Further optimize the product structure, comprehensively promote industrial digital electronic detonators in 2022, continue to reduce the licensed production capacity of packaged industrial explosives, and steadily increase the proportion of the licensed production capacity of on-site mixed explosives.
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 that the electronic detonators will penetrate 100% in the future, the market space of electronic detonators will reach 15 ~ 18 billion yuan according to the average price of 15 yuan.
The research report points out that the current application of electronic detonators is concentrated in mining and blasting fields such as coal and mines. Driven by policies in the next few years, it is expected to replace the application fields of ordinary detonators. Focus on Poly Union Chemical Holding Group Co.Ltd(002037) , Shanxi Huhua Group Co.Ltd(003002) , Jiangxi Guotai Group Co.Ltd(603977) , Guangdong Hongda, Hunan Nanling Industry Explosive Material Co.Ltd(002096) , Shenzhen King Explorer Science And Technology Corporation(002917) , Hubei Kailong Chemical Group Co.Ltd(002783) , etc.
the agricultural sector is active again Leshan Giantstar Farming&Husbandry Corporation Limited(603477) two connected boards Hunan New Wellful Co.Ltd(600975) daily limit
The agricultural sector was active again on the 10th, and pork and chicken concept stocks performed brightly.
As of press time, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Hunan New Wellful Co.Ltd(600975) rose by the limit, Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) , Jiangxi Zhengbang Technology Co.Ltd(002157) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Tangrenshen Group Co.Ltd(002567) , Dongrui Food Group Co.Ltd(001201) , Muyuan Foods Co.Ltd(002714) and so on. It is worth noting that Leshan Giantstar Farming&Husbandry Corporation Limited(603477) has been trading for two consecutive trading days.
For the live pig sector, Sealand Securities Co.Ltd(000750) pointed out that it is still in a very good configuration window period, and the first half of the year is the key period to win excess returns. The fertile sows have been falling continuously since July 2021, of which they have fallen more than expected from October to November 2021. The downward trend of fertile sows is very clear. From historical experience, fertile sows have been in a downward relay, In the follow-up, with the intensification of breeding losses and the continuous downturn of column supplement, the de urbanization will be intensified. The decline of fertile sows every month will be catalyzed by the pig sector. 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 the loss inventory is cleared, it will continue. In the second half of the year, it is necessary to verify the pig price, but it is a safe period for the first half of the year. Despite the recent rebound in the pig sector, the current valuation of the sector, especially the leader, is still at the bottom, with sufficient margin of safety. Therefore, at present, the pig sector continues to be recommended, focusing on the leading Wens Foodstuff Group Co.Ltd(300498) and Muyuan Foods Co.Ltd(002714) , followed by the second tier pig enterprises New Hope Liuhe Co.Ltd(000876) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) .
For yellow chicken, the agency said that benefiting from the improvement of seasonal demand, chicken prices around the country rebounded before the Spring Festival, especially in major sales areas such as East China. The fundamentals of the yellow chicken industry have maintained an upward trend after continuous capacity removal. The short-term fundamentals will change with the change of demand, and the medium-term fundamentals will continue to improve under the capacity contraction. With the withdrawal of small and medium-sized production capacity, the industry concentration is further improved. We continue to be optimistic about the investment opportunities of Huangji sector. We recommend Wens Foodstuff Group Co.Ltd(300498) , Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , Hunan Xiangjia Animal Husbandry Company Limited(002982) .
the environmental protection sector rose strongly Fujian Haixia Environmental Protection Group Co.Ltd(603817) the limit was raised, and the construction of urban environmental infrastructure is expected to speed up
Boosted by the documents issued by the national development and Reform Commission and other four departments to accelerate the construction of urban environmental infrastructure, the environmental protection sector rose strongly on the 10th. As of press time, Fujian Haixia Environmental Protection Group Co.Ltd(603817) limit, Road Environment Technology Co.Ltd(688156) , Anhui Zhonghuan Environmental Protection Technology Co.Ltd(300692) , Chongqing Sanfeng Environment Group Corp.Ltd(601827) and other gains were higher. In terms of news, recently, the general office of the State Council forwarded the guiding opinions on accelerating the construction of urban environmental infrastructure issued by the national development and Reform Commission and other departments, and deployed to accelerate the construction of urban environmental infrastructure, help stabilize investment and deepen the battle of pollution prevention and control. The guidance proposes to encourage large environmental protection groups and environmental pollution control enterprises with professional capabilities to form consortia to provide comprehensive environmental treatment and custody services for the treatment and disposal of regional sewage, garbage, solid waste, hazardous waste and medical waste.
The guiding 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 established; By 2030, we will basically establish a systematic, efficient, practical, intelligent, green, safe and reliable modern environmental infrastructure system. At the same time, it is proposed that by 2025, the new sewage treatment capacity will be 20 million cubic meters / day, the classified collection and transportation capacity of domestic waste will reach about 700000 tons / day, the incineration treatment capacity of urban domestic waste will reach about 800000 tons / day, and the comprehensive utilization rate of new bulk solid waste will reach 60%.
Gf Securities Co.Ltd(000776) pointed out that the policy emphasizes accelerating environmental infrastructure construction, and the “steady growth” characteristics of environmental protection deserve attention. 2022 may be a big year for environmental protection investment, and the demand in many subdivided fields is expected to exceed expectations. Especially in the window period when the policy clearly accelerates the construction of environmental infrastructure, paying attention to the demand of each subdivided track is expected to usher in a new opportunity for marginal improvement, focusing on: (1) waste incineration sector, leading enterprises enter the late stage of capacity construction and volume peak, and show their expansion strength in emerging tracks such as new energy; (2) In the recycling sector, industry leaders in various segments have gradually demonstrated their first mover advantages, and the performance of recycled plastics, hazardous waste recycling and other tracks is at the peak; (3) After experiencing the low tide cycle of orders, the segments such as sanitation, monitoring and environmental governance are expected to benefit from the catalysis of “steady growth + low carbon” on demand, and the orders in the 14th five year plan may exceed expectations. The performance express in 2021 exceeded expectations, but the proportion of institutional positions is still at the bottom. We pay attention to the opportunity of reversal at the bottom of the sector.
