Today (February 21), the differentiation of A-Shares is obvious, the Shanghai index is sideways, and the gem index is callback. On the disk, in terms of industries, education, computer equipment, communication equipment, traditional Chinese medicine, games, power equipment, coal and other industries led the increase; Insurance, wind power, energy metals, precious metals, airports and other industries saw a slight correction. In terms of subject stocks, East digital West computing, data center, cloud computing, network security, smart government, edge computing and other gains were among the top, while MLCC, phosphorus chemical industry, CRO, medical waste treatment, passive components and other small pullbacks.
the new energy storage development plan of the 14th five year plan will be issued, and relevant concept stocks will be moved by the wind
On February 21, the energy storage sector continued to rise in the afternoon, Eaglerise Electric & Electronic (China) Co.Ltd(002922) , Shenzhen Envicool Technology Co.Ltd(002837) limit, Guangdong Shenling Environmental Systems Co.Ltd(301018) , Shenzhen Kexin Communication Technologies Co.Ltd(300565) , Ningxia Zhongyin Cashmere Co.Ltd(000982) and other stocks led the rise. According to the China Securities News, it was learned from industry insiders that the "14th five year plan" new energy storage development plan will be officially introduced in the near future.
Anxin Securities believes that from the national top-level design to the policies issued by local provinces and cities, energy storage has become an important means to solve the energy reform. 2022 is the year of large orders for energy storage, and the enterprises that take the lead in obtaining orders are expected to occupy the first mover advantage. Enterprises with the ability to obtain orders and expand their scale are able to meet the further expansion of the market.
Huaxi Securities Co.Ltd(002926) the analysis predicts that in the future, with the increase of the application scale of new energy, the development of renewable energy will accelerate. At the same time, with the application of new derived ecosystems such as distributed power stations, charging piles and microgrids, the three downstream application terminals of energy storage will meet new application requirements to varying degrees.
the four major banks will simultaneously reduce the mortgage interest rate in Guangzhou, and the real estate stocks soared
At the end of February 21, the real estate sector rose abnormally, Guangzhou Pearl River Industrial Development Co.Ltd(600684) straight-line sector closure, Tahoe Group Co.Ltd(000732) , Black Peony (Group) Co.Ltd(600510) limit, and Cosmos Group Co.Ltd(002133) , Grandjoy Holdings Group Co.Ltd(000031) , Langold Real Estate Co.Ltd(002305) , Cinda Real Estate Co.Ltd(600657) followed. On the news side, according to the southern plus report, on February 21, the reporter learned from a number of real estate agents that from today on, the four major banks will simultaneously reduce the housing loan interest rate in Guangzhou. Among them, the interest rate of the first house was reduced from LPR + 100bp (5.6%) to LPR + 80bp (5.4%), and the interest rate of the second house was reduced from LPR + 120bp (5.8%) to LPR + 100bp (5.6%).
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.
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. 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.
2.95 billion Andon Health Co.Ltd(002432) rose again, and the second wave of market began again?
On February 21, Andon Health Co.Ltd(002432) hit the daily limit in the afternoon. On the news side, on February 17, Andon Health Co.Ltd(002432) announced that as of February 15 local time, American ACC had paid a total of US $465 million to the company's US subsidiary for 91.1374 million copies of kit products, and the payment had been fully received on February 16 US time, about RMB 2.95 billion. Meanwhile, Andon Health Co.Ltd(002432) said that the performance of the above contract will have a positive impact on the company's operating revenue and operating profit in 2022.
It is worth mentioning that, due to the expected speculation on the sales of covid-19 reagent, the stock price of Andon Health Co.Ltd(002432) rose too sharply and was known as the "strongest demon stock in the next year". From November 11 to 15, 2021, Andon Health Co.Ltd(002432) kept exposing good news on the interactive platform. Since then, the company's share price has soared and gained more than one year. However, it began to enter the downward channel. In the month from January 18 to February 17, the company's share price fell from 88.88 yuan / share to 60.41 yuan / share, a cumulative decline of 27%.
In terms of performance, Andon Health Co.Ltd(002432) previously disclosed the performance forecast. It is estimated that the net profit in 2021 will be RMB 900 million to RMB 1.2 billion, with a year-on-year increase of 271.4% ~ 395.19%. The company said that the 2021 year continued to be affected by the global COVID-19 epidemic, and the sales performance of New Coronavirus antigen self testing OTC kit product in the US market has increased significantly.
the concept of counting from the east to the West raises the tide of limit again. How to grasp investment opportunities? This is the view of institutions
On February 21, the concept stocks of East digital and West digital led the rise at the opening, and many stocks such as Capitalonline Date Service Co.Ltd(300846) , Yimikang Tech.Group.Co.Ltd(300249) , Beijing Asiacom Information Technology Co.Ltd(301085) , Insigma Technology Co.Ltd(600797) rose by the limit. In terms of news, recently, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. So far, the overall layout design of the national integrated big data center system has been completed, and the "counting from the east to the west" project has been officially launched.
The Pacific Securities Co.Ltd(601099) Securities said that computing power has become an important digital infrastructure. The scale of China's data center has reached 5 million standard racks, and the computing power has reached 130 eflops (130 billion floating-point operations per second). With the comprehensive and continuous penetration of digital technology into all fields of economy and society, the demand for computing power in the whole society is still very urgent, and it is expected to grow rapidly at a rate of more than 20% every year. Through the layout and construction of the national integrated data center, expand the scale of computing facilities, improve the efficiency of computing power, and realize the large-scale and intensive development of computing power in the country. Absorb green energy in the West and drive capital investment. Realize the gradual and rapid iteration of "counting from the east to the west". 10 data centers are planned to be set up in the 8 computing hubs, and the average shelf rate of the data centers in the cluster should reach at least 65%.
Anxin Securities believes that in the medium term, the "East digital West computing" project needs to "increase the large-scale application of software and hardware products such as server chips and operating systems." Pay attention to the large-scale application opportunities of domestic servers, operating systems, databases and middleware enterprises. Long term: focus on industrial digital applications driven by data centers, including automotive intelligent networking, artificial intelligence, people's livelihood informatization, intelligent manufacturing, central enterprises and government informatization, etc.
can Beijing's 16 assisted reproductive technologies be included in medical insurance become a hot field?
On February 21, the assisted reproduction sector continued to strengthen in the afternoon, with seven stocks including Dajia Weikang, Honz Pharmaceutical Co.Ltd(300086) , Everjoy Health Group Co.Ltd(002162) rising the limit, and many stocks such as Hubei Goto Biopharm Co.Ltd(300966) , Changjiangrunfa Health Industry Co.Ltd(002435) , Hangzhou Century Co.Ltd(300078) rising one after another.
According to the Beijing Daily, recently, the Beijing Municipal Medical Insurance Bureau, together with the municipal health and Health Commission and the municipal human resources and Social Security Bureau, issued the notice on standardizing the adjustment of some medical service price items (JMF [2022] No. 7), standardizing the adjustment of 63 medical service price items and clarifying the reimbursement policy of basic medical insurance. The new policy will be implemented on March 26, which is applicable to public medical institutions in the city and non-public medical insurance designated medical institutions.
According to reports, while regulating and adjusting the prices of 63 medical service items, the municipal medical insurance bureau and the municipal human resources and Social Security Bureau have synchronously supported the policies of medical insurance and industrial injury reimbursement. Among them, in order to implement active fertility support measures, through organizing expert demonstration, on the basis of controllable cost and ensuring the affordability of medical insurance fund, 16 common outpatient treatments, such as intrauterine artificial insemination, embryo transfer and sperm optimal treatment, are widely involved, necessary for diagnosis and treatment, mature technology Safe and reliable assisted reproductive technology projects are included in the category a reimbursement scope of medical insurance.
Kaiyuan securities commented that if some assisted reproductive technologies are incorporated into the medical insurance and three child policies, it is expected to quickly improve the penetration rate of assisted reproduction and expand the demand for assisted reproduction. Based on its strong operation ability and rapid expansion ability, the private leader of assisted reproduction can undertake new demand.
The Pacific Securities Co.Ltd(601099) securities predicts that the IVF egg retrieval cycle will increase to 2556800 in 2030. Assuming that the average price of a single IVF cycle remains unchanged at 35000 yuan, the scale of the IVF industry will increase to 89.49 billion yuan in 2030, with a compound growth rate of 11.17% from 2016 to 2030. In 2016, China's IVF penetration rate was 10.2%, far lower than the level of 56.1% in Japan in the same period. With the change of patients' age structure, the improvement of patients' ability to pay and the improvement of patients' awareness, it is expected that the IVF penetration rate is expected to increase to 27% in 2030.
covid-19 drug concept is active again Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Aba Chemicals Corporation(300261) etc. rose sharply, and Chengda pharmaceutical fell more than 10% against the market
Covid-19 drug concept was active again in the session on the 21st. As of press time, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) rose by more than 14%, Jinghua Pharmaceutical Group Co.Ltd(002349) limit, Aba Chemicals Corporation(300261) , Shanghai Kaibao Pharmaceutical Co.Ltd(300039) , Zhejiang Canaan Technology Limited(300412) , Xilong Scientific Co.Ltd(002584) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) and other gains were higher. Chengda pharmaceutical fell sharply against the market. In the previous five trading days, the stock rose by about 86%, including the "20cm" limit in three trading days.
On the evening of February 15, Chengda pharmaceutical announced abnormal trading fluctuations, saying that the company is mainly committed to providing cdmo services for key pharmaceutical intermediates for multinational pharmaceutical enterprises and pharmaceutical R & D institutions. Entrusted by Pfizer API factory, Pfizer customized and developed pharmaceutical intermediate pf-07304814. The corresponding sales revenue accounted for 0.61% and 1.16% of operating revenue in 2020 and January June 2021 respectively.
On February 17, Chengda pharmaceutical received a letter of concern from Shenzhen Stock Exchange. The letter of concern mentioned that Chengda pharmaceutical responded to some statements made by investors on the "interactive easy" platform about whether the company's pharmaceutical intermediates are used for covid-19 therapeutic drugs and other issues, and it is necessary to supplement and disclose some information on the contents reported by the media.
The company replied that according to Pfizer's public report on February 8, 2022, the clinical trial of pf-07304814 had been terminated; At present, the company has not cooperated with Pfizer on paxlovid related intermediates. In addition, the sales revenue of the company's barretinib intermediate np0805 products in 2020 and January June 2021 accounted for 6.71% and 5.14% of the company's operating revenue respectively, accounting for a relatively small proportion.
