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Contemporary Amperex Technology Co.Limited(300750) clarify the rumor that the stock price rebounded strongly and returned to the top of 500 yuan, which was supported by many institutions
Last week's sharp correction of Contemporary Amperex Technology Co.Limited(300750) (300750) opened slightly lower on the 14th, and then rebounded and rose. It once rose nearly 5% to 512.89 yuan. It is worth noting that in the five trading days last week, Contemporary Amperex Technology Co.Limited(300750) fell 17.32% and fell below the 500 yuan mark. On February 11, the stock fell as low as 489 yuan. From the historical high on December 3, 2021 to the closing on February 11, the stock has fallen by about 29%.
Contemporary Amperex Technology Co.Limited(300750) issued a statement on February 13, saying that recently, a series of malicious rumors such as Contemporary Amperex Technology Co.Limited(300750) being sanctioned by the United States, being eliminated from the gem weight index and collapsing with Tesla have emerged on the network platform, causing misunderstanding and misinterpretation in the market and affecting the enterprise reputation. The rumors are groundless, groundless and bad in nature. On February 12, the case was reported to the public security organ, The rumor mongers will be investigated for legal responsibility according to law.
Last week, some securities companies released a research report that Contemporary Amperex Technology Co.Limited(300750) may still have 20% room for decline in the future, but the research report was quickly deleted later.
Some brokers said that the performance growth of Contemporary Amperex Technology Co.Limited(300750) does not support "shorting". According to the performance forecast released on Contemporary Amperex Technology Co.Limited(300750) January 27, the company expects to realize a net profit attributable to the parent company of 14-16.5 billion yuan in 2021, with a year-on-year increase of 150.75% - 195.52%; Deduct non net profit of RMB 12 billion to RMB 14 billion, with a year-on-year increase of 181.38% - 228.28%.
This morning, Citic Securities Company Limited(600030) released a research report, which supported Contemporary Amperex Technology Co.Limited(300750) . The agency believes that the fundamentals of the company are still strong. In terms of market share, the global / Chinese market share of the company in 21 years is 32.6% / 52.4% respectively. It has maintained the first position in the world for five consecutive years, and the leading position is expected to be maintained. It is estimated that in 2022, the sales volume of new energy vehicles in China / around the world will be 5.5 million and 9.62 million respectively, and the corresponding power battery demand will be 286gwh and 500gwh respectively. Superimposed on the rapidly growing demand of the energy storage industry, the demand side of the industry will remain strong, the company's capacity will be released rapidly, and the breakthrough of overseas power batteries and energy storage batteries is expected to be accelerated. In the field of technology, the company has successively released structural innovative technologies such as CTP, CTC and a + B, as well as new technical solutions such as sodium ion battery and power exchange, so as to continue to lead the development of the industry.
Pfizer covid-19 oral drug with conditions approved covid-19 drug concept broke out, and many stocks such as Chengda pharmaceutical rose by the limit
Boosted by the news that Pfizer covid-19 oral drug conditions were approved, covid-19 drug concept broke out on the 14th. As of press time, Chengda pharmaceutical, Aba Chemicals Corporation(300261) , Porton Pharma Solutions Ltd(300363) and other "20cm" limit, Zhejiang Jianfeng Group Co.Ltd(600668) , Jinghua Pharmaceutical Group Co.Ltd(002349) "10cm" limit, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Shanghai Kaibao Pharmaceutical Co.Ltd(300039) , Shanghai Junshi Biosciences Co.Ltd(688180) and other increases were higher.
On the news, on February 11, the State Food and Drug Administration conducted emergency review and approval in accordance with the relevant provisions of the drug administration law and the special drug approval procedures, and conditionally approved the import registration of the combined packaging of nevitavir tablets / ritonavir tablets (i.e. paxlovid) of Pfizer covid-19 virus treatment drug.
The official website of the State Administration of food and drug shows that the product is a small molecule COVID-19 virus therapeutic agent for the treatment of mild to moderate New Coronavirus pneumonia (COVID-19) in adults with severe risk factors, such as elderly, chronic kidney disease, diabetes, cardiovascular disease, and chronic lung disease. Patients should use drugs in strict accordance with the instructions under the guidance of doctors, and pay close attention to the interaction information with other drugs listed in the instructions.
The State Food and drug administration requires the listing permit holder to continue to carry out relevant research work, complete the conditional requirements within a time limit, and submit the follow-up research results in time.
recovery expectations strengthen the strong pull-up of tourism, hotel catering and other sectors Caissa Tosun Development Co.Ltd(000796) triple board
Tourism, hotel catering, film and television and other sectors collectively rose on the 14th. As of press time, the limit of Xi'An Tourism Co.Ltd(000610) , Caissa Tosun Development Co.Ltd(000796) , Tibet Tourism Co.Ltd(600749) , Xi'An Qujiang Cultural Tourism Co.Ltd(600706) , Guilin Tourism Corporation Limited(000978) , China United Travel Co.Ltd(600358) and Western Regions Tourism Development Co.Ltd(300859) , Zhang Jia Jie Tourism Group Co.Ltd(000430) , Utour Group Co.Ltd(002707) in the tourism sector were higher; In terms of hotel catering sector, Huatian Hotel Group Co.Ltd(000428) , Jinling Hotel Corporation Ltd(601007) , Guangzhou Lingnan Group Holdings Company Limited(000524) limit; In terms of film and television sector, Omnijoi Media Corporation(300528) , Zhejiang Sunriver Culture Co.Ltd(600576) , Guangzhou Jinyi Media Corporation(002905) , Shanghai Film Co.Ltd(601595) and other trading limits. It is worth noting that Caissa Tosun Development Co.Ltd(000796) has been trading for three consecutive trading days.
On the news, on February 11, the State Food and Drug Administration conducted emergency review and approval in accordance with the relevant provisions of the drug administration law and the special drug approval procedures, and conditionally approved the import registration of the combined packaging of nevitavir tablets / ritonavir tablets (i.e. paxlovid) of Pfizer covid-19 virus treatment drug.
It is reported that Paxlovid is an oral small molecule COVID-19 virus therapeutic agent for the treatment of mild to moderate New Coronavirus pneumonia (COVID-19) in adults with severe risk factors, such as elderly, chronic kidney disease, diabetes, cardiovascular disease, and chronic lung disease. The State Food and drug administration requires the listing permit holder to continue to carry out relevant research work, complete the conditional requirements within a time limit, and submit the follow-up research results in time.
as the international oil price moves towards the 100 yuan mark, the leader of the oil service industry is expected to fully benefit (with shares)
It is reported that during China's Spring Festival holiday, international oil prices hit a new high since 2016 under many favorable conditions. In the past week, they have risen more than once, reaching the 100 yuan mark. Affected by this, China's oil price will probably rise, or usher in "four consecutive rises".
Zhongtai Securities Co.Ltd(600918) believes that the recent geopolitical uncertainty and supply concerns support the high oil price. According to the latest EIA data, as of the week of February 4, crude oil inventories fell by 4.8 million barrels to 410.4 million barrels, the lowest commercial inventory level since October 2018. Previously, the market expected crude oil inventories to increase. Again capital said that gasoline demand has rebounded significantly, the impact of the Omicron variant has passed, and travel demand has recovered.
Refineries increased production, resulting in a decline in crude oil inventories.
The agency further pointed out that the supply side disturbance under the current extremely low inventory will make the elasticity of oil prices more obvious. It is not ruled out that there is still room for crude oil to rise under the supply side disturbance. In addition, we need to pay attention to the possibility of Iranian crude oil returning to the market and the possibility of the Federal Reserve raising interest rates, or bring some pressure on oil prices in the medium term. Crude oil prices have reached a new high, global capital expenditure has warmed up, and the leaders in the oil service industry have fully benefited. Pay attention to China Oilfield Services Limited(601808) ; The rise of oil prices has driven the increase and expansion of chemical products prices. Among them, private large-scale refining has fully benefited, focusing on Rongsheng Petro Chemical Co.Ltd(002493) , Hengli Petrochemical Co.Ltd(600346) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Hengyi Petrochemical Co.Ltd(000703) , while the relevant industrial chain represented by PTA polyester filament is expected to be driven by cost demand, focusing on Tongkun Group Co.Ltd(601233) , Xinfengming Group Co.Ltd(603225) .
several cement clinker enterprises sent price adjustment letters to allocate the cement sector
According to China cement network, after the Spring Festival, the prices of clinker in the Yangtze River Delta and Pearl River Delta have risen one after another, and many enterprises have issued price adjustment letters. On February 7, the price of clinker along the river in Anhui increased by 30 yuan / ton; On February 11, eastern Guangdong raised the clinker price by 30 yuan / ton, and several cement enterprises in Yunnan notified to raise the price of various types of cement by 50 yuan / ton.
Shengang Securities believes that the cement market is still in its early stage and looks forward to a long rise. Looking back on the market after the Spring Festival over the years, the rise of cement has almost never been absent, and the rise continues for 5 weeks and 18 weeks. In the current macro environment, the allocation value of the cement sector is prominent for the following three reasons: steady growth is gradually realized under the support of wide credit, giving the cement sector valuation flexibility; Cement has the attribute of low value and high dividend, which belongs to the current market style preference and has the margin of safety; From the perspective of fundamentals, the supply side constraints in the first quarter made the industry environment more stable.
Western Securities Co.Ltd(002673) said that the social financing and credit data in January exceeded expectations, and the broad credit expectation was implemented. The accelerated investment of social finance and other funds has raised the expected temperature of the landing of physical workload, which has a strong support for the demand for infrastructure cement. At the same time, due to the influence of policies, low-carbon requirements, energy consumption restrictions, weak supply, the total production capacity continues to be controlled, the mainstream market price is expected to remain strong, and the industrial efficiency may continue to remain stable. It is recommended to pay attention to Anhui Conch Cement Company Limited(600585) , Huaxin Cement Co.Ltd(600801) .
from multiple perspectives, the capital holdings of low-end high growth stocks increased by more than 5 billion
The recent performance of growth stocks is significantly weaker than that of value stocks. Statistics show that the gem index, which mainly represents growth stocks, fell by more than 17% during the year, and the Shanghai 50 index, which mainly represents value stocks, fell by less than 5%. Market participants believe that the Fed's expectation of raising interest rates has dampened the performance of growth stocks.
Judging from the increase of net profit in performance forecast last year, Shenzhen Dynanonic Co.Ltd(300769) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Meig Smart Technology Co.Ltd(002881) and other 21 stocks exceeded 100% in advance. Among them, Shenzhen Dynanonic Co.Ltd(300769) is expected to have a net profit of 760 million yuan to 830 million yuan, significantly reversing losses. Huachuang Securities believes that the performance of Shenzhen Dynanonic Co.Ltd(300769) has significantly exceeded expectations. It is expected that the net profit attributable to the parent company from 2021 to 2023 will be 776 million yuan, 1.525 billion yuan and 2.173 billion yuan respectively.
From the average growth rate of net profit this year and next year, Tianqi Lithium Corporation(002466) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Hunan Zhongke Electric Co.Ltd(300035) , Guangdong Jiayuan Technology Co.Ltd(688388) and other stocks all exceeded 70%. Among them, Tianqi Lithium Corporation(002466) institutions unanimously predict that the growth rate of net profit this year will exceed 254%, the growth rate next year will exceed 33%, and the average growth rate will exceed 144%.
