Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
the "East data and West computing" project was officially launched, and the data center and cloud computing concept rose strongly Yimikang Tech.Group.Co.Ltd(300249) and other multi stock trading limits
Boosted by the official launch of the "East data and West computing" project, data center, cloud computing and big data concept stocks rose strongly on the 18th. As of press time, about 10 shares of data center concept, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) "20cm" limit, Jiangsu Shagang Co.Ltd(002075) , Inesa Intelligent Tech Inc(600602) , Ningbo Construction Co.Ltd(601789) , Beijing Zznode Technologies Co.Ltd(003007) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Beijing Transtrue Technology Inc(002771) , Shanghai Yanhua Smartech Group Co.Ltd(002178) limit; In terms of cloud computing concepts, Guizhou Bc&Tv Information Network Co.Ltd(600996) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Insigma Technology Co.Ltd(600797) and other daily limits.
In terms of news, on February 17, the national development and Reform Commission jointly issued documents and agreed to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia. At the same time, 10 national data center clusters are further planned to be established in the computing hub to specifically undertake the construction of large / super large data centers, It marks the official launch of the project of "counting from the east to the west".
The so-called "East number West calculation", "number" refers to data, "calculation" refers to computational power. Generally speaking, that is, to transmit the data from the east to the West for calculation and processing, just like the South-to-North Water Diversion and the west to East power transmission, "counting from the east to the west" is another important strategic project of the country. Authoritative institutions and experts estimate that the annual investment volume of the project will reach hundreds of billions of yuan, and the pulling effect on relevant industries will reach 1:8. The comprehensive construction of the project is not only conducive to the steady growth and revitalization of the industrial economy this year, but also conducive to the high-quality development of China's economy in the future.
Sinolink Securities Co.Ltd(600109) pointed out that "counting from the east to the west" was not proposed for the first time, but this series of documents put forward more detailed provisions on the energy consumption index, shelf availability and network service quality of the data center, allowing moderate concentration and promoting the integration of data center intensification and technological innovation, It is required to "coordinate the internal and proposed data center projects in the region, set a reasonable transition period to ensure stable and orderly development", give priority to the support of energy consumption indicators for the implementation of data center projects with outstanding achievements in "counting from the east to the west", and avoid unilateral control of energy consumption, "over correction" or "one size fits all", From March 2022, the relevant situation shall be reported to the four departments at the end of each quarter to dynamically monitor the construction situation and reflect the determination of policy implementation.
Citic Securities Company Limited(600030) said that through the layout of eight computing hubs and the formation of data center clusters across the country, it is expected to drive the development of data centers and related upstream and downstream industries and expand industrial investment. We are optimistic about the demand driven by the East digital West computing project for IDC, ICT equipment, optical modules, operators, temperature control equipment, optical communication and other fields. As the core base of the East digital West computing project, the communication sector is expected to benefit from:
1) operators: the advantages of cloud network integration and cloud edge combination of operators are prominent. Operators have a large-scale computing power layout in the central and western regions, and the public cloud and edge cloud are also growing rapidly, which is expected to continuously improve the operating efficiency. It is suggested to pay attention to China Mobile, China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) ;
2) temperature control equipment: green energy-saving development of data center + stricter pue control is expected to continue to promote the demand for temperature control equipment. It is recommended to pay attention to Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) ;
3) ICT equipment & optical module: ICT equipment and optical module are the basis of computing power network. The construction of data center cluster + the increasing demand for computing power is expected to promote the expansion and upgrading of servers, switches, routers and optical modules. It is recommended to pay attention to Unisplendour Corporation Limited(000938) , Zte Corporation(000063) , Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Suzhou Tfc Optical Communication Co.Ltd(300394) ;
4) optical communication: the explosion of data traffic is expected to accelerate the promotion of optical fiber communication to all-optical network. It is optimistic that the centralized procurement volume and price of optical fiber and optical cable of operators will rise together to promote the high-quality growth of the industry. It is recommended to pay attention to Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) ;
5) IDC: under the policy environment of counting from the east to the west, the energy consumption indicators of first tier cities are becoming stricter. The advantages of IDC leaders with strong foundation and in-depth cooperation with Internet and cloud manufacturers in and around first tier cities continue to highlight. It is suggested to pay attention to Shanghai Baosight Software Co.Ltd(600845) , Beijing Sinnet Technology Co.Ltd(300383) , Guangdong Aofei Data Technology Co.Ltd(300738) , Kehua Data Co.Ltd(002335) .
positive signals continued to release, and the real estate sector rose Tahoe Group Co.Ltd(000732) and other daily limits
The real estate sector rose on the 18th. As of press time, Tahoe Group Co.Ltd(000732) , Black Peony (Group) Co.Ltd(600510) limit, Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Cccg Real Estate Corporation Limited(000736) led, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) , Jinke Property Group Co.Ltd(000656) , Rongan Property Co.Ltd(000517) , Seazen Holdings Co.Ltd(601155) all strengthened.
In terms of news, recently, a number of major banks in Heze, Shandong Province have reduced the down payment ratio of first home mortgage loans. Each bank carries out the down payment ratio of whether there is a house under its name, whether there is a housing loan record and whether the loan has been settled. The down payment ratio is generally between 20% and 40%. Experts said that the policy has a very good orientation, indicating that the development of the commercial housing market itself has been supported by the central government. All localities should take the initiative to actively activate reasonable housing consumption demand through the release of various policies. Heze plays a key role in boosting the proportion of down payment loans in the mortgage industry, which is worthy of active attention in Heze.
Sinolink Securities Co.Ltd(600109) believes that the attitude of the financial sector towards real estate has been very positive. There has been positive feedback on mortgages, M & A loans and affordable rental housing loans. During the Spring Festival this year, the sales of the first and second tier cities turned positive year-on-year, but the third tier cities still fell sharply, mainly due to the insufficient policy strength to reverse confidence. It is expected that substantial improvement policies on the demand side will be introduced in succession in the future to gradually form a policy synergy. With the lifting of the liquidity crisis of real estate enterprises, the focus of market attention is expected to gradually switch from steady state-owned enterprises to highly flexible private enterprises.
Capital Securities said that at present, the valuation center of the industry has been repaired. At this stage, the rebound logic of the sector is still mainly based on the expectation of policy relaxation. The strength management after the direction is confirmed will still have a strong correlation with the upward space of the sector. Under the background of steady growth, the strength of policy release will be strengthened step by step. It does not rule out that non hot cities will break the shackles of excessive regulation in the past, The subsequent industry fundamentals are expected to usher in recovery with the gradual improvement of policies.
Citic Securities Company Limited(600030) said that the mortgage loan amount and interest rate are key variables, and the demand side support policy at the local level is expected to continue to be introduced. It is expected that after March, the real estate boom is expected to bottom out and pick up, while the structural evolution trend will continue. Continue to recommend medium and high credit real estate enterprises, recommend Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) (Vanke enterprise), Longhu group, China Resources Land, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) , Hangzhou Binjiang Real Estate Group Co.Ltd(002244) and other companies, and be optimistic about the investment opportunities of shells.
coal sector strengthening organization: the current market seriously underestimates the toughness, elasticity and sustainability of coal demand
On February 18, the coal sector continued to strengthen. As of press time, Anyuan Coal Industry Group Co.Ltd(600397) rose by the limit, Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) , Shanxi Coking Coal Energy Group Co.Ltd(000983) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) and so on.
According to Xinhua news agency, the information from the state owned assets supervision and Administration Commission of the State Council shows that the coal output of central enterprises exceeded 1 billion tons in 2021, reaching a record high. Central power generation enterprises will increase investment in clean energy construction and increase the proportion of clean energy installed capacity. At the same time, they will continue to play the role of the main power generation force of coal-fired power units, reasonably plan the scale of new coal-fired power installed capacity, increase the efficient and clean transformation of existing coal-fired power units, increase the construction of coal reserve bases, and ensure the reasonable level of coal depots.
On February 16, the official website of the Energy Bureau of Inner Mongolia autonomous region showed that the "14th five year plan" for the development of coal industry in Inner Mongolia Autonomous Region was officially issued. The plan proposes that by 2025, Inner Mongolia should significantly enhance the quality of coal supply, significantly improve the level of green development and utilization of resources, significantly improve the protection of ecological environment in mining areas, take the construction of intelligent coal mines to a new level, maintain the national leading level of safety production, and basically build a green, intensive, efficient, intelligent and safe modern coal industry system.
Cinda Securities pointed out that the current market has seriously underestimated the toughness, elasticity and sustainability of coal demand, and the production capacity cycle is down, the supply elasticity converges, and the prosperity and sustainability of the industry are expected to exceed expectations, while the sector valuation is far from reflected. Undervaluation, high performance certainty and considerable dividend income make the coal sector "both offensive and defensive", and the systematic revaluation of the market has just begun to maintain the "optimistic" rating of the industry. It is suggested to pay attention to three main lines: first, the leader of low value and high dividend power coal; Second, individual stocks with both resource scarcity and significant growth; Third, the state-owned coal group has great potential for extensive expansion brought by improving the asset securitization rate.
Citic Securities Company Limited(600030) pointed out that under the background of intensified fluctuations in international commodity prices, stabilizing China's commodity prices is of great significance to protect the production and operation of middle and lower reaches enterprises and is an important driving point of the "steady growth" policy. It is expected that China's production of coal and other commodities will further accelerate.
Haitong Securities Company Limited(600837) said that the steady growth policy has been gradually strengthened, the demand toughness has been enhanced, the logic of the high level of the coal price center remains unchanged, and we continue to be optimistic about the upward movement of the performance center of the sector + the opportunity to improve the valuation. It is suggested to pay attention to three main lines: first, white horse with stable performance and high dividend; Second, the opportunity of coking coal sector driven by the expected improvement of demand; Third, continue to be optimistic about the transformation of coal enterprises.
protac drug research has set off an upsurge, and more than 10 companies in China have laid out
Following PD-1 and car-t, there is a global upsurge of research on protac drugs. The research and development of portac drugs in China is also in full swing. From the public information, more than 10 companies have laid out protac technology, and a total of 5 domestic protac innovative drugs have entered the clinical stage.
Monitoring shows that during the new release cycle from February 11 to February 17, Shenzhen Salubris Pharmaceuticals Co.Ltd(002294) sal0114 tablets, Tianjing biological thz0106 injection, Shandong Buchang Pharmaceuticals Co.Ltd(603858) bc0305 capsule and other 13 innovative drugs have been approved for clinical use for the first time in China. At the same time, Chengdu Easton Bio Pharmaceuticals Co.Ltd(688513) focuses on the research and development of new drug eugliptin tablets and Chongqing Zhifei Biological Products Co.Ltd(300122) potential heavy variety recombinant tuberculosis vaccine.
Protac, fully known as protein degradation targeted chimera. Compared with traditional small molecule drugs, protein degrading agents based on protac have unique advantages. Among them, one of the biggest advantages is that it can target the target or mutant protein that is difficult to be made into medicine. Research shows that at present, the target of drug development is less than 20%, and up to 80% of protein targets can not be intervened by traditional drug research and development methods. In addition, protac molecule can degrade the target protein without long-term binding with the target protein to completely eliminate its function, which is expected to solve the drug resistance problem of small molecule inhibitors.
At present, there is no protac drug approved for listing in the world. The star company arvinas is the first company to enter this field, and its two protac drugs arv-110 and arv-471 are in phase II clinical practice. On February 14, arvinas announced that arv-110 continued to show evidence of antitumor activity and patient benefit in clinical trials. The company plans to launch key clinical trials of arv-110 within this year. It means that the world's first protac drug is one step closer to being approved.
folding screen or facing explosive growth, go north to increase the position of capital concept stocks
Samsung recently released a "double fold" folding screen mobile phone patent, which has a set of hinges in the horizontal and vertical directions, so that the mobile phone can fold horizontally, vertically, outwards and inwards at the same time. As early as 2021, Huawei mate X2, Xiaomi mix fold, Huawei P50 pocket and other folding screen mobile phones came out one after another. According to the survey data of DSCC, the total shipment of folded mobile phones is expected to increase by 15.82% year-on-year in the third quarter of 2022, which is expected to be close to that of the third quarter of 2022.
China Securities Co.Ltd(601066) analysts previously said that the folding screen market has initially completed consumer education. At the same time, it has made major breakthroughs in problems such as mass production and application ecology, and is about to usher in rapid growth. According to the analysis of Jiwei consulting, with the size of mobile phones approaching the limit, the hinge design is gradually maturing, and the targeted optimization of software and hardware, the folding screen has become a new direction for the development of the industry. The "first year of folding screen" in the real sense of large-scale shipment will be opened in 2022, and the folding screen mobile phones will usher in explosive growth.
Statistics show that there are 89 concept stocks involving folding screens, with a total market value of 1.21 trillion. By the end of last year, these concept stocks had obtained a total of 692 fund positions. There are more than 50 funds with positions in four stocks, including Boe Technology Group Co.Ltd(000725) , Avary Holding (Shenzhen) Co.Limited(002938) , Wuhu Token Sciences Co.Ltd(300088) , Lianchuang Electronic Technology Co.Ltd(002036) .
In terms of funds, northbound funds began to intervene in the folding screen concept stocks with high pullback. According to the statistics of data treasure, according to the rough calculation of the average transaction price, Zhejiang Yongtai Technology Co .Ltd(002326) , Huagong Tech Company Limited(000988) , Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , Wuhu Token Sciences Co.Ltd(300088) , Shenzhen Everwin Precision Technology Co.Ltd(300115) and other five stocks were increased by more than 100 million yuan by going north. The latest closing prices of these five stocks were more than 20% higher than the highs of the past year. One of the leading lithium battery companies Zhejiang Yongtai Technology Co .Ltd(002326) gained an additional 777 million yuan from northbound capital, and the latest price of the stock has retreated a lot from the high point in the past year.
From the perspective of growth potential, according to the consistent prediction data of more than 5 institutions, the net profit growth of 14 folding screen concept stocks is expected to exceed 20% in the next two years. Among these 14 stocks, 8 have announced the performance forecast of 2021, and the net profit has increased by more than 20% year-on-year, of which the net profit of three stocks such as Hubei Dinglong Co.Ltd(300054) , Tongfu Microelectronics Co.Ltd(002156) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) has increased by more than twice in advance.
Baidu "radish run" automatic driving travel service officially landed in Shenzhen (with shares)
Baidu announced that the "radish run" officially landed in Nanshan District, the Central District of Shenzhen, providing automatic driving travel services for citizens. The route covers the core areas such as Shenzhen Bay Vientiane City, Poly Culture Square and talent park. From 9:00 to 17:00 every day, all Shenzhen citizens can carry out automatic driving and car Hailing service on the "radish run" app.
This indicates that Baidu, as the first enterprise to enter the field of automatic driving in China, has achieved full service coverage in the first tier cities of Beijing, Shanghai, Guangzhou, Shenzhen and Shanghai.
Citic Securities Company Limited(600030) pointed out that high-level automatic driving can effectively solve many pain points such as the increase of labor cost, traffic safety and the shortage of drivers. At present, the scenes for the landing of automatic driving products can be roughly divided into: 1) urban opening scenes; 2) High speed scene; 3) Close the scene. It is predicted that the potential market space of robotaxi is about 3.2 trillion (calculated by 2040 long-term space), and the total market space of automatic driving of other commercial vehicles is about 3 trillion, including about 1.9 trillion in urban special vehicle market, about 900 billion in high-speed scenes and about 100 billion in closed scenes.
Citic Securities Company Limited(600030) believes that automatic driving is expected to be a trillion level broad market, which is expected to solve many pain points such as the improvement of labor cost, traffic safety and the shortage of drivers, among which the market space of urban opening scene is the largest. With the gradual improvement of laws and regulations, the continuous progress of self driving enterprises' own technology, the gradual maturity of the upstream of the industrial chain and the close cooperation between downstream OEMs and scene parties, the landing speed of self driving may be accelerated.
Minsheng Securities pointed out that when the turning point of L3 level automatic driving comes, the industrial structure will be further reconstructed, and the industrial chain related to automatic driving will become the investment hotspot in the next stage. It is suggested to pay attention to Huizhou Desay Sv Automotive Co.Ltd(002920) (joint coverage of computer and communication industry); The penetration rate of the chassis by wire in the automatic driving domain is expected to accelerate in the next round of vehicle inventory cycle. It is recommended to focus on Shanghai Baolong Automotive Corporation(603197) and Ningbo Tuopu Group Co.Ltd(601689) for Anhui Zhongding Sealing Parts Co.Ltd(000887) (suspension by wire) and Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) (braking by wire).
