The three indexes opened higher and went higher. Industrial machine tools and data security sectors were strong in early trading.
industrial mother machine disk rises sharply
On February 16, the long silent industrial machine sector rose sharply. As of midday closing, the index rose 4.83%. Huachen equipment, Qinghai Huading Industrial Co.Ltd(600243) , Weihai Huadong Automation Co.Ltd(002248) and other three stocks rose by the limit; Stocks such as Est Tools Co.Ltd(300488) , Hengda New Materials (Fujian) Co.Ltd(300946) , Kyland Technology Co.Ltd(300353) rose more than 10%. This week, the industrial machine tool index closed positive for three consecutive days, with a cumulative increase of more than 5%.
In terms of news, the executive meeting of the State Council held on February 14 stressed that we should promote the strengthening and supplementing of the manufacturing chain, speed up the construction of new infrastructure and expand effective investment. We will increase the reduction and exemption of income tax in the industrial and service industries. This year, small, medium-sized and micro enterprises will purchase equipment and appliances with a value of more than 5 million yuan. If the depreciation is 3 years, it can be deducted before tax at one time, and if the depreciation is 4, 5 and 10 years, it can be deducted by half. We will extend the tax relief policy for small, medium-sized and micro enterprises in the manufacturing industry.
In 2021, the economic situation was complex, and China’s industrial economy continued to recover growth. The added value of industries above designated size increased by 9.6% year-on-year, with an average growth of 6.1% in two years. Some commentators said that to stabilize industry, we should stabilize the industrial chain and supply chain; On the one hand, consolidate and enhance the leading position of advantageous industries and look forward to the layout of future industries; On the other hand, efforts should be made to make up for the shortcomings and deeply implement the industrial foundation reconstruction project.
After the explosion in the second half of 2021, the industrial mother machine sector continued to pull back, with a pullback rate of more than 20%. At present, the valuation of the sector is at a historically low level, and the allocation value is prominent. According to the statistics of securities times · databao, as of February 15, the valuation of the industrial mother machine sector was 39.15 times.
According to the statistics of data treasure, the net profit of 20 industrial machine concept stocks is expected to increase by more than 50% in 2021, and 11 stocks are expected to double. Among them, Wuxi Shangji Automation Co.Ltd(603185) has the highest pre increase, with an upper limit of 208.01%. Among the stocks whose net profit doubled, Han’S Laser Technology Industry Group Co.Ltd(002008) , Oke Precision Cutting Tools Co.Ltd(688308) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Kede Numerical Control Co.Ltd(688305) institutions paid high attention, with 15, 13, 9 and 9 institutions participating in the company’s rating respectively. The net inflow of early Hiecise Precision Equipment Co.Ltd(300809) , Shenzhen Inovance Technology Co.Ltd(300124) , Wuxi Shangji Automation Co.Ltd(603185) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Han’S Laser Technology Industry Group Co.Ltd(002008) institutions exceeded 10 million.
digital economy rose and fell in early trading
The fourth issue of Qiushi magazine, published on February 16, will be published. The article points out that we should speed up legislation in key areas. We will strengthen legislation in important areas such as national security and accelerate the pace of legislation in areas such as the digital economy. Boosted by this positive, today’s data security and digital currency concept opened strongly, and the three-dimensional world rose by the limit. Subsequently, the index fell, the data security closed up 3.1%, the digital currency once turned green and closed up 0.23%, and Hengbao Co.Ltd(002104) exploded.
According to the statistics of data treasure, in the morning, institutional funds flowed to the following 21 digital economy concept stocks. Hengbao Co.Ltd(002104) received the most institutional capital injection, up to 1.526 billion yuan. The net inflow of Shenzhen Emperor Technology Company Limited(300546) , Navinfo Co.Ltd(002405) , Beijing Cuiwei Tower Co.Ltd(603123) and other three shares is more than 50 million yuan. In terms of performance, 13 shares are expected to double, with Hengbao Co.Ltd(002104) and Shenzhen Ysstech Info-Tech Co.Ltd(300377) top net profit growth limits, up to 38.14 times and 18.81 times respectively.
This year, the digital economy has been intensively mentioned in policy planning. On January 12, the State Council issued the “14th five year plan” for the development of digital economy, which proposed that by 2025, the digital economy will move towards a comprehensive expansion period, and the added value of core industries of digital economy will account for 10% of GDP. Recently, Qiushi magazine pointed out that the digital economy is becoming a key force in restructuring global factor resources, reshaping the global economic structure and changing the global competition pattern. Haitong International believes that the plan, as the top-level design of digital economy, has laid a policy foundation for the development of digital economy; “Seeking truth” represents the leadership’s attention to the digital economy, and the industry will usher in a new wave of vigorous development.
According to the data of China Academy of information technology, the scale of China’s digital economy has expanded from 2.6 trillion yuan in 2005 to 39.2 trillion yuan in 2020, accounting for 38.6% of GDP from 14.2%, which is an important part of the economy. In 2020, under the impact of the epidemic and the downturn of the global economy, the digital economy still maintained a high growth rate of 9.7%, about 6.7 percentage points higher than the nominal GDP growth rate in the same period, which is the key driving force for China’s sustained and stable economic growth.
Annual performance express 123168 {456}
The net profit of 32 shares increased by more than 50%
According to the statistics of data treasure, as of February 15, 168 shares in the A-share market have released the performance express of 2021. Among them, the net profit of 136 shares increased year-on-year, 32 shares increased by more than 50%, 18 shares doubled, the net profit of 32 shares decreased year-on-year, and 9 shares decreased by more than 50%.
Divided by shenwanyi industry, more than 10 listed companies in banking, medicine and biology, public utilities, chemical industry, non bank finance and electronics have issued performance express reports. Among them, the net profits of all 19 banks in the banking sector increased year-on-year. The performance growth of several market capitalization giants Bank Of Ningbo Co.Ltd(002142) , Ping An Bank Co.Ltd(000001) , Industrial Bank Co.Ltd(601166) , China Merchants Bank Co.Ltd(600036) fell in the range of 23% – 30%, and the performance growth of China Everbright Bank Company Limited Co.Ltd(601818) and China Citic Bank Corporation Limited(601998) fell around 14%. Ping An Securities believes that in 2022, the asset quality pressure brought by the regulatory bottom line thinking is limited. With the support of a mild policy environment, the fundamentals of the sector are still expected to remain stable.
The pharmaceutical and biological sector also performed well, with the performance of 10 shares increasing by more than 30%, the annual net profit of Chongqing Zhifei Biological Products Co.Ltd(300122) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) doubled, and the net profit of leading Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) increased by 45.55% year-on-year. Orient Securities Company Limited(600958) said that from the industrial level, the centralized procurement policy will continue to advance steadily in 2022, and the leading enterprises with real core innovation ability will stand out.
related reading:
high growth list released! The annual net profit of 17 A-share shares increased by more than 50%, and the net profit of these shares doubled! (list attached)
