Fundamental logic of gold stocks in February:
Nonferrous metals – Lizhong Sitong Light Alloys Group Co.Ltd(300428) (300428): 1. The company is a leading enterprise of heat-free aluminum alloy, benefiting from the general trend of integrated die-casting of new energy vehicles; 2. The company is the leader of recycled aluminum, functional master alloy and aluminum alloy wheel hub, and all business growth has entered a high-speed period; 3. The company’s fluorine chemical lithium battery materials are expected to be put into operation more than expected; 4. The expected profit of the company in 2022 is close to 800 million, with a valuation of 16 times.
Machinery – Guangdong Lyric Robot Automation Co.Ltd(688499) (688499): under the background of global carbon neutrality, the global automobile is in the wave of electrification, and the future demand for lithium battery equipment is highly determined.
Chemical – Great Chinasoft Technology Co.Ltd(002453) (002453) 1. The company is a scarce R & D platform company in the market, and new products are constantly landing in high-quality tracks such as CMO, electronic chemicals and lithium battery materials; 2. In the field of CMO, in-depth cooperation with Asymchem Laboratories (Tianjin) Co.Ltd(002821) will open up the key process from carbonic anhydride to azabicycl, and the products are expected to usher in large quantities; 3. The lithium battery material project is expected to be completed and put into operation in the second half of 2022, laying the core driving force of the company’s profits in the future.
Automobile – Zhejiang Songyuan Automotive Safety Systems Co.Ltd(300893) (300893) 1. China’s first self-developed safety belt listed enterprise, with excellent competition pattern; 2. The expansion of new products and new customers is smooth, with high growth rate in the next few years; 3. The value of products is promising under intelligence.
Agriculture – Tecon Biology Co.Ltd(002100) (002100) 1. Breeding second-line dark horses, with prominent low-cost advantages, sustainable marketing growth and diversified businesses, weakening the risk of periodic fluctuation.
8007 + laser technology of home appliance construction (Unicorn) 687}. 2. In the next 3-5 years, there will be 5-10 times growth space for C-end private brand complete machine and core devices. 3. Theater light source has significant advantages in replacing xenon lamp, and the growth rate of highlight copyright can be expected.
Food and beverage – Anhui Gujing Distillery Company Limited(000596) (000596) 1. The consumption upgrading momentum in the province is strong. 2. The progress of payment collection in the Spring Festival is ahead of schedule, the impact of the epidemic is small, and the moving sales are smooth. 3. Potential incentive reform expectations.
Computer – Digital China Information Service Company Ltd(000555) (000555) 1. In the first three quarters of 2021, a total of 441 million won the bid, an increase of nearly 10 times compared with last year. 2. Underestimate the value of high growth.
Media – Beijing Jetsen Technology Co.Ltd(300182) (300182) 1. Shiyou technology, a joint-stock company, is the absolute leader and technology leader of real-time digital people, benefiting from the general direction of the meta universe and the landing of digital people. 2. The core copyright operation business continues to grow with good market prospects, providing performance support for the company. 3. The company is undervalued.
Electronics – Jilin Oled Material Tech Co.Ltd(688378) (688378) company has completed the expense accrual in 2021, and 2022 evaporation source and organic light-emitting materials will be important growth years. At present, the self-developed TFE film ink has entered the stage of secondary verification and small batch shipment, and will become the third largest incremental business field replaced by localization of the company.
