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rising risk aversion, gold concept stocks rose Chenzhou City Jingui Silver Industry Co.Ltd(002716) and other multi stock trading limits
Gold concept stocks rose in intraday trading on the 22nd. As of press time, Mclon Jewellery Co.Ltd(300945) rose by more than 11%, Chenzhou City Jingui Silver Industry Co.Ltd(002716) , Jinan High-Tech Development Co.Ltd(600807) , Shanghai Yimin Commercial Group Co.Ltd(600824) , Huaiji Dengyun Auto-Parts (Holding) Co.Ltd(002715) and other limits, Western Region Gold Co.Ltd(601069) , Beijing Kingee Culture Development Co.Ltd(002721) , Hunan Gold Corporation Limited(002155) , Shandong Humon Smelting Co.Ltd(002237) , Chifeng Jilong Gold Mining Co.Ltd(600988) , Shandong Gold Mining Co.Ltd(600547) all rose.
On the news front, according to the news report of China Central Television, on February 21 local time, Russian President Vladimir Putin signed the presidential decree recognizing the people’s Republic of Donetsk and the people’s Republic of Lugansk, and signed the Treaty of friendship, cooperation and mutual assistance between Russia and the people’s Republic of Donetsk and the people’s Republic of Lugansk.
Yesterday, the Russian stock market plunged, the Russian trading system index RTS once plunged 17%, and the Russian benchmark stock index fell more than 10%. International oil prices soared and gold rose to an eight month high.
Yesterday, spot gold once rose to $1908, the highest in eight and a half months. Some analysts pointed out that the escalating situation in Eastern Europe continued to stimulate the risk aversion of the market and provided strong upward support for precious metals.
Some institutions said that in the short term, the tension in Russia and Ukraine may continue, and the expectation of interest rate increase by the Federal Reserve will be gradually digested, and the gold price is expected to remain high.
the concept of “counting East and counting West” continues to be strong ! Multiple shares such as Yimikang Tech.Group.Co.Ltd(300249) won the triple board the company prompted risks
The concept of “counting from the east to the west” has shown strong performance recently. Today, several stocks continued to close the trading limit. As of press time, Yimikang Tech.Group.Co.Ltd(300249) , diweixun, Capitalonline Date Service Co.Ltd(300846) “20cm” limit, Insigma Technology Co.Ltd(600797) , Guizhou Bc&Tv Information Network Co.Ltd(600996) , Ningbo Construction Co.Ltd(601789) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Nanxing Machinery Co.Ltd(002757) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Beijing Transtrue Technology Inc(002771) , Inesa Intelligent Tech Inc(600602) and other “10cm” limit. It is worth noting that Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Insigma Technology Co.Ltd(600797) , Guizhou Bc&Tv Information Network Co.Ltd(600996) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Beijing Transtrue Technology Inc(002771) , Inesa Intelligent Tech Inc(600602) have been trading for three consecutive trading days.
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 documents, 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.
Some institutions pointed out that “counting from the east to the west” will drive the development of data centers and related upstream and downstream industries. In the medium and long term, it will benefit the five sub sectors of information and communication, it equipment manufacturing, basic software, green energy supply and civil engineering. Operators, computer room temperature control, ICT equipment and optical modules, optical communication, IDC and other subdivided industries will benefit. The development of computing power and traffic will also drive the construction of mobile network. 5g and related industrial chains will also continue to develop as the core.
Boosted by this policy, Yimikang Tech.Group.Co.Ltd(300249) rose for three consecutive trading days. The company announced yesterday that the company’s current business includes two areas: information data and environmental protection governance. Among them, the business in the field of information data will face opportunities and challenges under the national plan to promote the “Eastern data and Western computing” project. The company’s operating performance is affected by multiple factors such as the company’s investment and promotion policies, but the investors are not careful to control the risks related to the company’s operating performance.
Capitalonline Date Service Co.Ltd(300846) also won the triple board recently. The company pointed out in the announcement yesterday that the golden development opportunity brought by the launch of the national strategy “counting East and counting West” project of digital economy development planning and resource allocation in the digital economy era will be conducive to the future development of the company. At the same time, the company reminds investors to understand the company’s business and products, prevent concept speculation, make rational decisions, invest prudently and pay attention to risks.
the concept of lithium mine rose strongly Sichuan Yahua Industrial Group Co.Ltd(002497) the company’s net profit in the first quarter increased by more than 10 times
Lithium ore concept rose sharply on the 22nd. As of press time, Sichuan Yahua Industrial Group Co.Ltd(002497) rose by the limit. In addition, Tibet Summit Resources Co.Ltd(600338) also rose by the limit, Chengxin Lithium Group Co.Ltd(002240) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Keda Industrial Group Co.Ltd(600499) , Ganfeng Lithium Co.Ltd(002460) , Youngy Co.Ltd(002192) , Tianqi Lithium Corporation(002466) , Tibet Mineral Development Co.Ltd(000762) all strengthened. In terms of news, on February 21, Sichuan Yahua Industrial Group Co.Ltd(002497) released the performance forecast for the first quarter of 2022. The company expects to achieve a net profit attributable to shareholders of listed companies of RMB 900 million-1.2 billion in the first quarter, with a year-on-year increase of 1053.67% – 1438.22%. The company said that during the reporting period, the company’s civil explosive business continued to make progress while maintaining stability and its performance increased steadily; The demand of lithium industry continues to rise, and the price of lithium salt products continues to rise. The company seizes the opportunity to release production capacity and increase sales. The sales volume of lithium salt products has gradually increased, and the profit of lithium business has increased significantly.
Soochow Securities Co.Ltd(601555) it is estimated that the global effective supply of lithium carbonate will be about 750000 tons in 2022. Among them, 170000-200000 tons are newly supplied, which should meet the supply capacity of about 280gwh batteries and meet the demand growth of about 60% of electric vehicles. In addition, from 2020 to 2021, the industry digested a large amount of previous inventory. This year, the supply of lithium carbonate is in a tight balance, and the price will continue to rise.
Galaxy Securities said that China Shanxi Guoxin Energy Corporation Limited(600617) automobile had a good start. In January, the production and sales volume reached 452000 and 431000 respectively, with a year-on-year increase of 1.3 times and 1.4 times respectively, continuing the high growth trend of last year. Under the condition that the downstream terminal demand continues to be hot, the lithium resources in the upstream of the industrial chain maintain a high boom, and the price of lithium salt continues to rise, breaking through the 400000 yuan / ton mark. The world’s leading lithium battery enterprises revealed that the shortage of lithium supply could not be solved in the short term, and the global lithium resource leader improved. The global lithium demand is expected to reach 1.5 million tons in 2025. LCE also alleviated the market’s concern about the sustainability of the prosperity of the lithium industry to a certain extent.
According to the forecast of the published annual report of 2021, the performance of leading enterprises in the lithium industry began to release significantly from the fourth quarter of 2021. However, the prosperity of the lithium industry remained the same in 2022, and the lithium price remained strong and continued to rise, which made the performance of leading enterprises highly uncertain. Superimposed with the correction of the previous share price of the lithium sector, the current valuation and investment cost performance of the lithium sector is high, After the leading Contemporary Amperex Technology Co.Limited(300750) share price drives the overall stabilization of the lithium battery sector, the lithium sector supported by fundamentals and valuation may usher in a strong rebound. It is suggested to pay attention to Ganfeng Lithium Co.Ltd(002460) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) , Yongxing Special Materials Technology Co.Ltd(002756) , Sinomine Resource Group Co.Ltd(002738) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Keda Industrial Group Co.Ltd(600499) .
during the 14th Five Year Plan period, the national plan for the development of the cause of aging and the elderly care service system was released, and relevant industrial chains or concerns
Xinhua News Agency reported on February 21 that in order to implement the national strategy of actively responding to population aging, the State Council recently issued the national plan for the development of aging undertakings and elderly care service system in the 14th five year plan, which defined the overall requirements during the 14th Five Year Plan period, focusing on promoting the coordinated development of aging undertakings and industries and promoting the high-quality development of elderly care service system Main objectives and tasks.
The plan has deployed nine specific tasks, including strengthening the social security and comprehensive elderly care service network, expanding the coverage of inclusive elderly care services, strengthening the ability of home-based community elderly care services, improving the elderly health support system, vigorously developing the silver economy, practicing the positive concept of aging, creating an elderly friendly social environment, and enhancing the support system of development factors, Safeguard the legitimate rights and interests of the elderly. At the same time, the plan has set up columns such as actions to improve public elderly care institutions, special actions to improve the combination of medical care and elderly care, actions to help the elderly with wisdom and actions to build talent teams, so as to promote the implementation of major strategic deployment.
CCID Consulting believes that China’s health and elderly care industry is undergoing a rapid development stage and will continue to develop in a large-scale, standardized and comprehensive direction in the future. Affected by the improvement of policies, the acceleration of population aging, the change of consumption concept of the elderly and other factors, it is estimated that the overall scale of China’s health and elderly care industry will reach 9.81 trillion yuan in 2022. In the future, the health and elderly care industry will attract more cross cutting entrants; Pension products will be innovated with the enrichment of pension needs; Smart products will enable the development of elderly care communities.
Citic Securities Company Limited(600030) pointed out that aging has become China’s basic national conditions for some time to come. The adjustment of fertility policy is difficult to improve the population structure in the short and medium term, so it needs to take the initiative to adapt at the following three levels. In terms of public service system, or improve the pension insurance system, promote the coordinated development of pension undertakings and pension industry, build a pension service system combining medical care and health care, and promote the aging transformation of public facilities. In terms of social system, we may gradually delay the legal retirement age, actively develop human resources for the elderly and develop the silver economy. In terms of the financial system, we may develop a multi pillar pension insurance system and promote the implementation of the policy of individual pension investment in public funds as soon as possible. Under the active promotion of policies, opportunities in the fields of pension services, pension medical care, elderly entertainment, pension finance and so on deserve attention.
nickel prices have risen rapidly since the beginning of the year. Enterprises with relevant business layout may benefit
According to the financial report of China Central Television, since the beginning of this year, the spot price of nickel has risen rapidly after the sharp rise last year, with an increase of more than 15% this year. Since 2021, the global demand for nickel has increased significantly. According to the report data of the world Bureau of metal statistics, the supply shortage in the global nickel market reached 144300 tons in 2021, while there was still an oversupply of 84000 tons in 2020. The downstream demand for nickel is mainly the manufacture of stainless steel, alloy and power battery. Among them, the demand for power batteries increased rapidly.
Antaike, a non-ferrous metals research institute, predicts that the global demand for nickel will reach 3.05 million tons in 2022, with a year-on-year growth rate of 9.4%; China’s nickel demand was 1.655 million tons, with a year-on-year growth rate of 7.3%. From 2020 to 2021, the proportion of power batteries in China’s nickel consumption structure has increased from 10% to 15%.
East Asia Qianhai Securities pointed out that according to the data of Baichuan Yingfu, the demand for nickel metal from the field of stainless steel accounted for about 81.4% in 2021, accounting for the main part of the current nickel demand, followed by batteries, electroplating and other fields. The demand for nickel metal in the field of stainless steel is expected to remain stable in the next few years, while the demand for nickel in the field of battery is expected to increase rapidly driven by the rapid development of new energy vehicles. On the whole, nickel metal supply continues to be tight, long-term demand maintains stable growth, and nickel price is expected to maintain a high operating trend. Under the continuous strength of lithium, nickel and other new energy metals, enterprises with relevant business layout may benefit, such as: Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Gem Co.Ltd(002340) , Guangdong Guanghua Sci-Tech Co.Ltd(002741) .
Sinolink Securities Co.Ltd(600109) believes that in the short term, nickel for stainless steel is still the mainstream, nickel for new energy vehicle batteries has entered a rapid growth stage, superimposed with the structural shortage of nickel sulfate supply, and the nickel price has rebounded. In the medium and long term, the differentiation of nickel sulfate supply sources for batteries will become a key factor in the subsequent nickel price trend. After the Qingshan pyrometallurgical high matte nickel project was put into operation, the process chain between stainless steel and battery was opened, and the ferronickel production capacity was effectively released. The cost difference between various technical routes should be tracked in the follow-up. Focus on companies with integrated layout Zhejiang Huayou Cobalt Co.Ltd(603799) , Chengtun Mining Group Co.Ltd(600711) .
Beijing took the lead in bringing assisted reproduction into medical insurance, and is expected to promote it in more regions in the future (with shares)
On February 21, the Beijing Municipal Medical Insurance Bureau, the health commission and the Ministry of human resources and Social Security jointly issued the notice on regulating and adjusting the price of some medical services, which included 16 assisted reproductive technologies such as artificial insemination and embryo transfer into Beijing medical insurance. It is reported that the price of 63 medical services carried out by public medical institutions has been standardized and adjusted this time, including the unified pricing of 53 assisted reproductive technology projects such as in vitro fertilization and embryo culture, which basically covers the common technologies used by public medical institutions in Beijing to carry out assisted reproductive technology. Among them, 16 common assisted reproductive technology projects in outpatient treatment, such as intrauterine artificial insemination, embryo transfer and sperm optimal treatment, involving a wide population, necessary diagnosis and treatment, mature technology, safe and reliable technology, will be included in the category a reimbursement scope of medical insurance.
Ping An Securities believes that 16 assisted reproductive projects in Beijing will be included in medical insurance, and assisted reproductive projects are expected to be included in medical insurance payment in more regions in the future. There are a large number of infertile patients in China. According to Sullivan’s data, the proportion of infertile people in China will reach 18% by 2023. The single cycle price of IVF in China is generally 40000 yuan, and the penetration rate is about 7%, which is still low compared with the penetration rate of more than 30% in the United States. It is believed that the high price makes some low-income and middle-income people unable to be treated through assisted reproduction, and also makes the penetration rate increase slowly. Some assisted reproductive projects have entered medical insurance, which improves the accessibility of patients, is expected to promote the rapid release of the demand side, and the penetration rate is expected to increase rapidly, so as to promote the development of the industry.
With the release of demand, assisted reproductive institutions will provide services for more patients. Whether the institutions are standardized, whether the treatment effect is ideal, and the level of success rate will determine the number of patients. In 2018, the number of assisted reproductive cycles in China was 684000, corresponding to 498 assisted reproductive institutions, with an average of only 1373 cycles per institution. Some institutions that do not reach the average value cannot obtain sufficient patients, and it is difficult to improve the proficiency of doctors, so the overall success rate is low. The low success rate will lead to a decline in reputation, and the number of patients may be further reduced. Leading enterprises can attract more patients through word-of-mouth advantages, expansion and M & A, so as to achieve higher growth than the industry. China’s assisted reproductive drug market is still dominated by imports. If the drug market is intensively purchased in the future, it is expected to promote the reconstruction of the market competition pattern and bring opportunities to domestic pharmaceutical enterprises. Suggestions: Jinxin reproduction, Beikang medical treatment, Changchun High And New Technology Industries (Group) Inc(000661) , Livzon Pharmaceutical Group Inc(000513) .
