[today’s Guide]
The supervision requires the supplementary submission of a number of special debt projects. These infrastructure areas have become the focus, and the relevant products of these companies have been used in relevant fields
Bing dwen dwen and Shuey Rhon Rhon, the Winter Olympic Games will be released soon.
Super “internal circulation”, the demand in this field may meet the blowout, and this company has first entered the first-line regions in the country
This subdivision of the track or meet the new opportunity of marginal improvement, the model developed by the company has subverted the tradition
Shandong: study the connection mechanism between green power and new energy power trading
[subject details]
the supervision requires the supplementary submission of a number of special debt projects
According to media reports, local authorities are required to report a number of special debt projects, focusing on urban pipe network construction, water conservancy and other fields.
At the central economic work conference in 2021, relevant instructions were given to the urban pipe network, requiring that the pipeline transformation and construction must be taken as an important infrastructure project during the 14th Five Year Plan period. “Moderately advanced infrastructure investment” was written into the meeting document, and it was clearly pointed out that “including accelerating the aging, renewal and transformation of urban pipelines.” Everbright Securities Company Limited(601788) the analysis points out that the importance of “steady growth” will increase in 2022, and the implementation of relevant plans and objectives may be accelerated. With the policy efforts of local governments in the fields of urban pipe network transformation, urban renewal and old community transformation, the downstream demand of pipeline enterprises may usher in marginal improvement.
Among A-share listed companies, Beijing Hanjian Heshan Pipeline Co.Ltd(603616) leading product PCCP is mainly used in large and medium-sized water diversion, water transfer and other water conservancy projects, municipal water supply and drainage and other water projects. Shandong Longquan Pipeline Engineering Co.Ltd(002671) it mainly provides various caliber concrete pipes, steel pipes and other pipe products to large-scale water transmission and diversion projects, urban water supply and drainage pipe networks and other projects, and can provide pipeline facilities maintenance services such as pipeline intelligent detection, monitoring and trenchless repair. Ningxia Qinglong Pipes Industry Group Co.Ltd(002457) is one of the largest water supply and drainage pipeline manufacturers with the most complete product varieties in China, and has a number of professional service capabilities in the water conservancy industry, such as engineering survey, design, consulting, general contracting and supervision of water conservancy projects.
Bing dwen dwen, Shuey Rhon Rhon, the Winter Olympics big movie is about to be released
Bing dwen dwen, Shuey Rhon Rhon, the Winter Olympic Games, released the “poster of ice and snow rose” in Beijing. The mascot of the Winter Olympic Games is the same as the ice block pier, the snow bear and bear, the bear two, and the bald headed. The film will be officially released on February 19.
With the Bing dwen dwen held, the ice pier pier was bully overnight. Sold out online and lined up offline, netizens couldn’t help calling “one trick for one household”. It is reported that the film is planned by world wide cat animation and produced by Beijing cultural investment mutual Entertainment Investment Co., Ltd., world wide Renhe (Beijing) Technology Co., Ltd., Shanghai Art Film Studio Co., Ltd., Huaqiang Fangte (Shenzhen) Animation Co., Ltd., Beijing Yaoying Film Distribution Co., Ltd., Beijing Guoying Zongheng Film Distribution Co., Ltd. and Beijing Alibaba film culture Co., Ltd, Jointly produced by Cultural Investment Holdings Co.Ltd(600715) , BiliBili film (Tianjin) Co., Ltd., Beijing molecular interactive Culture Communication Co., Ltd., Beijing Guotong Huaping Sports Culture Co., Ltd. and ideal core (Tianjin) culture media Co., Ltd., and jointly produced by Communication University of China. Citic Securities Company Limited(600030) the analysis points out that with the stabilization of epidemic prevention and control in China, the production and development of film and television content resume smoothly, and the industrialized production capacity of superimposed films continues to improve, the film market is expected to continue to recover in 2022.
Among A-share listed companies, Cultural Investment Holdings Co.Ltd(600715) 2021 semi annual report shows that it holds 100% equity of Beijing cultural investment mutual Entertainment Investment Co., Ltd. and indirectly holds 51% equity of Beijing Yaoying Film Distribution Co., Ltd. Jiangsu Omnijoi Media Corporation(300528) cinema Co., Ltd., a subsidiary of Omnijoi Media Corporation(300528) , holds 20% equity of Beijing Guoying Zongheng Film Distribution Co., Ltd. Shanghai Film Co.Ltd(601595) parent company Shanghai Film Co.Ltd(601595) (Group) Co., Ltd. holds 100% equity of Shanghai Art Film Studio Co., Ltd.
super “internal circulation”, tourism demand may meet the blowout
The Spring Festival holiday in 2022 will last for seven days, with 251 million Chinese tourists traveling nationwide, which will return to 73.9% of the same period in 2019 according to comparable standards. According to tuniu.com’s Spring Festival Tourism Consumption inventory in 2022, during the Spring Festival holiday this year, the bookings of high-quality star hotels and Theme Park hotels increased by 53% year-on-year, and star resort hotels in the suburbs of some cities are more difficult to find a room.
Recently, the State Council issued the “14th five year plan” for tourism development, which proposed “innovatively improve China’s tourism under the condition of normalization of epidemic prevention and control, step by step and orderly promote inbound tourism and steadily develop outbound tourism under the premise of effective control of the international epidemic, strive to promote the deep integration of culture and tourism, strive to improve the modern tourism system and speed up the construction of a tourism power”. Anxin Securities believes that the tourism support policy is expected to continue to be implemented, the tourism industry has a significant effect on enriching the people, and the development of tourism has an obvious multiplier effect on the boost of local GDP. According to the calculation of the world tourism organization, every 1 yuan of direct income of tourism will bring 4.3 yuan of value-added benefits to industries related to the national economy. Boosting tourism is expected to become an important starting point for local governments to boost the economy in 2022 and 23. According to market analysis, affected by the global covid-19 epidemic and changes in international relations, from 2020 to 2021, inbound and outbound tourism “pressed the pause button” and “China Tourism” has become the new normal. In 2019, the number of Chinese outbound tourists reached 155 million and the consumption of outbound tourism reached 2 trillion yuan. Due to the epidemic situation, it is impossible to travel abroad. This part of the demand is “export to domestic sales”, and China Tourism ushers in a super “internal cycle”. After the epidemic situation is controlled, these “rigid” tourism demand will usher in a blowout.
Among A-share listed companies, Btg Hotels (Group) Co.Ltd(600258) has 20 core brands and more than 40 products, covering a full range of hotel products such as “high-end”, “medium and high-end”, “economical”, “leisure vacation” and “social entertainment”. Songcheng Performance Development Co.Ltd(300144) is the largest performing arts group in China. The company first entered the national first-line tourism and leisure destinations and key commercial cities. Xi’An Qujiang Cultural Tourism Co.Ltd(600706) has become a pioneer and leader in the integrated management of large historical and cultural scenic spots in China.
The national development and Reform Commission and other four departments announced the main objectives of urban environmental infrastructure construction in 2025
The national development and Reform Commission and other four departments recently issued the guiding opinions on accelerating the construction of urban environmental infrastructure. It is proposed that the main objectives of urban environmental infrastructure construction in 2025 include adding 20 million cubic meters of sewage treatment capacity per day, adding and transforming 80000 kilometers of sewage collection pipe network, and building, rebuilding and expanding the production capacity of reclaimed water at least 15 million cubic meters per day, The sewage treatment rate of the county reaches more than 95%, the resource utilization rate of water deficient cities at prefecture level and above exceeds 25%, and the harmless disposal rate of urban sludge reaches 90%.
In recent years, the national competent departments at all levels have successively issued relevant policies and regulations, which clearly regard the sewage treatment industry as a national key development industry and encourage the rapid development of the sewage treatment industry. Recently, the national development and Reform Commission issued the comprehensive treatment plan for water environment of key river basins in the 14th five year plan, which proposed that by 2025, a relatively perfect urban water pollution prevention and control system should be basically formed, the centralized collection rate of urban domestic sewage should strive to reach more than 70%, and the urban black and smelly water bodies should be basically eliminated. At present, China’s sewage resource utilization is still in its infancy. Relevant industry reports and statistics show that China’s urban sewage discharge in 2019 is about 75 billion cubic meters, but the amount of reclaimed water is less than 10 billion cubic meters. The amount of reclaimed water is less than 15% of the urban sewage discharge, which has great potential and needs to be accelerated. Gf Securities Co.Ltd(000776) said that 2022 may be a big year for environmental protection investment, and the demand in many segments is expected to exceed expectations. The “new infrastructure” and “pollution reduction and carbon reduction” attributes of environmental protection and nature are deeply in line with the current theme of economic development. Especially in the window period when the policy is clear to accelerate the construction of environmental infrastructure, paying attention to the demand of each subdivision track is expected to usher in a new opportunity for marginal improvement.
Among A-share listed companies, Penyao Environmental Protection Co.Ltd(300664) developed PPMI fabricated water plant and psiw integrated sewage treatment equipment, which changed the construction mode of water plant from concrete pouring to stainless steel assembly, which is a subversion of the traditional steel concrete structure of water plant. Hynar Water Group Co.Ltd(300961) there are relevant businesses related to sewage treatment projects of industrial enterprises along the Yangtze River. Tianyuan environmental protection mainly provides customers with landfill leachate and difficult sewage and wastewater treatment, and has its own core technology in the field of landfill leachate, treatment technology and equipment, sewage treatment technology and equipment.
Shandong: study the connection mechanism between green power and new energy power trading
Recently, Shandong issued the “14th five year plan” for renewable energy development in Shandong Province. The plan proposes to promote the consumption of new energy power, study the connection mechanism between green power trading (green card trading) and new energy power trading, improve the market-oriented mechanism of medium and long-term contracts for new energy, and do a good job in the connection between guaranteed acquisition and market-oriented of renewable energy power. In addition, the 2022 implementation plan of the “4 + 1” major project construction plan of Zhejiang Province recently released by the general office of the people’s Government of Zhejiang province puts forward that the main goal and task of implementing the special clean energy plan of Zhejiang Province in 2022 is to complete the energy investment of 100 billion yuan.
The national development and Reform Commission recently issued the guidance on accelerating the construction of a national unified power market system, which makes it clear that through green power trading, we can find the environmental value of green power and guide users in need to buy directly. Zhongtai Securities Co.Ltd(600918) Wang Lei’s research report pointed out that the transaction price of the first batch of green power pilot transactions was 3-5 points higher than the benchmark coal price, while the transaction price of green power in some provinces was further higher than expected. From the perspective of supply and demand in the green power trading market, the green power trading market may still be in a situation of short supply, and the environmental value premium of green power may continue. Considering the factors such as installed capacity, utilization hours and electricity price, the green power sector is expected to maintain a high outlook during the 14th Five Year Plan period. It is suggested to actively grasp the investment opportunities of the green power sector.
Among A-share listed companies, Shanghai Electric Power Co.Ltd(600021) is a listed company under the State Power Investment Corporation. By the end of June 2021, the company’s holding installed capacity was 17.0647 million KW, and clean energy accounted for 50.03% of the installed capacity; Longyuan Power is the world’s largest wind power operator. As of December 2021, the installed capacity of wind electric control unit of Longyuan Power was 23.57gw, an increase of 5.7% over the end of 2020.
