The share capital of the pension industry has generally risen since January, and the net profit of 16 concept stocks in 2021 is expected to increase.
the Russian side was condemned
China Central Television News reported that the southern military region of Russia announced on the same day that the border guards of the Russian Federal Security Agency found a destruction and reconnaissance team near the village of michiakinskaya in Rostov State, crossing the border from Ukraine. The Russian military killed five armed men trying to cross the border and destroyed two Ukrainian armored vehicles crossing the border. In this regard, Ukrainian foreign minister kuleba denied the Russian news about the Ukrainian armed forces launching attacks on Russian territory.
Early this morning, Russian President Vladimir Putin signed a 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.
Michelle, President of the European Council, and von delaine, President of the European Commission, issued a statement saying that they “condemned in the strongest terms the decision of the Russian president to recognize the Donetsk and Lugansk regions as independent entities”. At the same time, the EU said that the EU would take sanctions against those involved in “this illegal act”. British Prime Minister Johnson and French President macron also condemned this.
Russian stock market fell 17%
On February 21 local time, the major stock indexes of the Russian stock market plunged one after another. After the flat opening, the Russian RTS index fell all the way, with the largest decline of more than 17%, closing down 13.21%. The lowest price of the Russian MOEX index fell 14.23%, closing down 10.5%. It fell continuously in the past three trading days, with a cumulative decline of 16.72%.
Other regions in Europe and the United States also collectively turned green at the latest closing, and all major stock indexes fell. In the European market, the German DEX index, the French CAC40 index and the Dutch AEX index all fell by more than 2%; The three major US stock indexes fell slightly, the NASDAQ fell 1.23%, and the Dow and S & P 500 fell within 1%.
While the stock market was frustrated, the international oil price rose collectively, with oil distribution and WTI crude oil both rising by more than 3%. Brent crude oil futures broke us $97 / barrel at one time in the late trading, hitting a record high in nearly seven years, and NYMEX crude oil rose by 2.9%.
Since the beginning of 2022, the world’s major stock indexes have shown a downward trend. according to the statistics of securities times and databao, since the beginning of the year, the important stock indexes have fallen by an average of 4.55% , of which the Russian RTs and Nasdaq indexes have fallen by more than 10%, and the stock indexes of Germany DAX, South Korea composite index and S & P 500 have fallen by more than 5%; The Hang Seng Index, which fell the most last year, has performed well this year, rising 3.3%, ranking second.
top level planning of pension industry
The State Council recently issued the national plan for the development of the cause of aging and the elderly care service system in the 14th five year plan. The plan emphasizes that by 2025, the total number of elderly care service beds will reach more than 9 million, the proportion of general hospitals with grade II and above geriatrics will reach more than 60%, the enrollment scale of elderly care related majors in undergraduate colleges and vocational colleges will increase significantly, and new urban areas The standard rate of supporting elderly care service facilities in new residential areas reaches 100%.
In the elderly care service system, it is emphasized to vigorously develop the silver hair economy, including developing and expanding the elderly products industry, promoting the scientific and intelligent upgrading of elderly products, and orderly developing inclusive financial services for the elderly. About 10 high-level silver hair economic industrial parks will be planned and arranged in Beijing Tianjin Hebei, Yangtze River Delta, Guangdong Hong Kong Macao Bay area, Chengdu Chongqing and other regions. With the deepening of China’s aging, the market scale of silver economy is expected to grow rapidly. According to the report on the development of China’s aging industry, from 2014 to 2050, the consumption scale of China’s elderly population will increase from 4 trillion yuan to about 106 trillion yuan.
The elderly care industry continues to receive strong support from the policy. During the 13th Five Year Plan period, it has developed rapidly. The number of various elderly care service institutions (and facilities in China has increased from 116000 to 329000, and the number of beds has increased from 6.727 million to 8.21 million. By 2020, there will be 5857 integrated medical and nursing institutions with complete two certificates in China, with the number of beds reaching 1.58 million.
the share capital of the pension industry has generally risen since last month
According to the statistics of data treasure, there are 54 concept stocks in the A-share market, which have generally increased since this month, with an average increase of 4.16%, and five stocks increased by more than 10%. The increase of st national medicine, Chongqing Zhifei Biological Products Co.Ltd(300122) , Zhejiang Nhu Company Ltd(002001) was the highest, with an increase of 22.91%, 18.93% and 12.73% respectively.
In terms of performance, the net profit of 16 pension industry concept stocks in 2021 is expected to increase. It is expected that the net profit of Chengdu Kanghong Pharmaceutical Group Co.Ltd(002773) , Chongqing Zhifei Biological Products Co.Ltd(300122) , Songcheng Performance Development Co.Ltd(300144) is expected to double and rise since this month.
Chengdu Kanghong Pharmaceutical Group Co.Ltd(002773) performance forecast shows that in 2021, net profit of 4-5.2 billion yuan is expected to be realized in 2021, an increase of 248%-293% compared with the same period last year. The company has completed the patent or exclusive product layout with Kang Hong characteristics in the treatment of common diseases such as hypertension, diabetes and other diseases such as Department of respiration and digestive diseases.
The pension industry includes many undervalued industries, such as pension finance and real estate. In addition, some pharmaceutical stocks with good performance are also in the undervalued range. According to the statistics of databao, the latest rolling P / E ratio of 13 pension industry concept stocks is less than 15 times, and the valuation of Intco Medical Technology Co.Ltd(300677) , Bank Of Shanghai Co.Ltd(601229) , China Construction Bank Corporation(601939) , China Vanke Co.Ltd(000002) is the lowest, which are 3.04 times, 4.54 times, 5.27 times and 6.28 times respectively.
According to the announcement of Intco Medical Technology Co.Ltd(300677) , the company continued to promote the business development of rehabilitation nursing sector. As of the first half of last year, the company’s Zhenjiang wheelchair production base had an annual output of 500000 manual wheelchairs, 50000 electric wheelchairs and other rehabilitation physiotherapy instruments and products.
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