Today (February 23), A-Shares rebounded from shock, and the gem index led the two cities. On the disk, in terms of industry, semiconductors, education, electronic components, chemical raw materials, consumer electronics, diversified finance, auto parts and other industries led the increase; Precious metals, coal, engineering construction, gas, airports, banks, cement, building materials, petroleum and other industries saw a slight correction. In terms of theme stocks, third-generation semiconductors, automotive chips, silicone, radio and television, etc. rose ahead, while GM, oil price related, underground pipe network, combustible ice, online tourism, rental and sale rights, pork concept and so on were slightly corrected.
why did the semiconductor sector rise sharply? In addition to outstanding performance, there are favorable policies
On February 23, the semiconductor sector rose strongly today, and six stocks such as Konfoong Materials International Co.Ltd(300666) , Kingsemi Co.Ltd(688037) , Suzhou Huaya Intelligence Technology Co.Ltd(003043) rose by the limit. Many stocks such as Puya Semiconductor (Shanghai) Co.Ltd(688766) , Zhenlei technology, Thinkon Semiconductor Jinzhou Corp(688233) followed suit. In terms of news, yesterday, a number of semiconductor companies released their performance express for 2021, in which the net profits of Puya Semiconductor (Shanghai) Co.Ltd(688766) and Bestechnic (Shanghai) Co.Ltd(688608) were more than doubled year-on-year.
Recently, the national development and Reform Commission and other departments announced that they agreed to start the construction of the national hub node of the national integrated computing network in Beijing, Tianjin and Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong, Macao and Chengdu Chongqing. This also marks that the “counting from the east to the west” project will enter the stage of large-scale planning and construction.
Founder Securities Co.Ltd(601901) believes that the full launch of the “counting from the east to the west” project will drive the development of the semiconductor chip industry chain from the three stages of “short”, “medium” and “long”. In the short term, data center related chips benefit first. “Number” in “East number and West calculation” refers to data, and “calculation” refers to computing power, that is, the ability to process data. Driven by the “counting from the east to the west”, data center related chips benefited first. The data center can be divided into three elements: “computing”, “storage” and “network”. Server chip: the demand for data processing in the downstream application industry is growing rapidly, which directly stimulates the development of CPU, GPU, FPGA, XPU and other related computing chips. Memory chip: as the carrier of data, with the explosive growth of data volume, the number and performance requirements of memory chips have increased significantly. Memory interface chip: as a necessary path for CPU to access memory data, its main function is to improve the speed and stability of memory data access, so as to match the increasing running speed and performance of CPU.
In the medium term, stimulate the chip market related to data transmission. A large amount of data from the East needs to be stably transmitted to the West for storage and calculation, while long-distance communication transmission often faces the problem of data delay. Therefore, the “East digital West computing” needs to further consolidate the network communication infrastructure, and the communication chips related to data transmission will usher in greater development space. Communication chip: the demand for transmission equipment and wireless equipment such as switches, 5g base stations, routers and servers continues to grow, driving the rising demand for communication chips.
In the long run, chips related to data generation remain highly prosperous. “Counting from the east to the west” alleviates the shortage of energy and land in the East, greatly reduces the cost of computing power, and is conducive to the generation of a large amount of data traffic in downstream application fields. Applications in VR / Ar / metauniverse, unmanned driving and other fields will accelerate the landing, and the demand for relevant chips will remain high. At the same time, it will also drive the explosion of data traffic.
the favorable policies of vocational education continue to release, and the rising space of the education sector has been opened?
On February 23, the education sector rose violently, Kaiyuan Education Technology Group Co.Ltd(300338) , Dalian My Gym Education Technology Co.Ltd(002621) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) and other four stocks rose by the limit, and many stocks such as Suzhou Kingswood Education Technology Co.Ltd(300192) , Beijing Kaiwen Education Technology Co.Ltd(002659) , Sansheng Intellectual Education Technology Co.Ltd(300282) led the rise. On the news front, at the third 2022 education Spring Festival series press conference held on the 23rd, Chen Ziji, director of the Department of vocational education and adult education of the Ministry of education, said that it would build a digital “1 + 5” system of vocational education, namely vocational education decision-making brain system and decision support center, professional teaching resource center, high-quality online open course center, virtual simulation practice training center The center for improving the governance ability of vocational schools drives the reform of teaching mode and governance mode with digital transformation as a whole.
Guolian Securities Co.Ltd(601456) said that over the past two years, vocational education policies have come down in one continuous line. The diversified school running pattern, continuing education and vocational training have clear policy support and strong certainty. Huaxi Securities Co.Ltd(002926) also pointed out that at present, some individual stocks of higher education 22pe have fallen below 10 times, mainly due to: 1) at present, higher education companies are cautious about M & A expectations, partly due to the current upside down valuation of the primary and secondary markets; 2) At present, most regions have not yet issued detailed rules for the selection of business and non business, and the market is worried about the policy risk of higher education stocks; 3) Concerns about future price increases and the ceiling of net interest rates. The agency believes that, on the one hand, the performance of higher education sector continues to be stable, on the other hand, the state accelerates the implementation of vocational undergraduate work, and private undergraduate schools are expected to benefit.
concept stocks dance in the wind! What investment opportunities will be brought by the release of No. 1 central document?
2022 No. 1 central document issued on 22, affected by this, the 23 day A shares opened, digital village, glyphosate, agricultural machinery concept stocks rose, as of press time, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) limit, Estun Automation Co.Ltd(002747) , Thinker Agricultural Machinery Co.Ltd(603789) , Gifore Agricultural Science & Technology Service Co.Ltd(300022) and other stocks rose. On the news side, in February 22nd, the CPC Central Committee and the State Council made the suggestions on promoting the key work of Rural Revitalization in 2022 (hereinafter referred to as “opinion”), that is, the No. 1 central document issued in 2022. This is the No. 1 Central Document No. nineteenth since twenty-first Century guiding the work of agriculture, rural areas and farmers.
The opinions on rural construction points out that we should vigorously promote digital construction. Promote Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) development and promote the integrated application of information technology and agricultural machinery and agronomy. Strengthen the training of farmers’ digital literacy and skills. Digital technology can empower rural public services and promote Internet plus government services to extend to rural areas. Focus on solving practical problems and expand the application scenarios of agricultural and rural big data. Accelerate the construction of digital village standardization, study and formulate the development evaluation index system, and continue to carry out digital village pilot projects. Strengthen the construction of rural information infrastructure.
The Opinions also proposed to improve the R & D and application level of agricultural machinery and equipment. Comprehensively sort out the weaknesses, strengthen the collaborative research on the engineering of agricultural machinery and equipment, accelerate the R & D and manufacturing of high-power machinery, small machinery for hilly and mountainous areas and facility gardening, and high-end intelligent machinery, which will be included in the national key R & D plan for long-term and stable support. Implement the subsidy policy for the purchase and application of agricultural machinery and optimize the payment method of subsidies. We will improve the performance evaluation mechanism of agricultural machinery, promote the input and output of subsidized machines and tools, optimize machines and subsidies, focus on supporting agricultural machinery such as grain drying, crawler operation, strip compound planting of corn and soybean, rapeseed harvest, and promote large-scale composite intelligent agricultural machinery. Promote the upgrading of emission standards for new agricultural machinery.
Carry out the pilot of the integration of R & D, manufacturing, promotion and application of agricultural machinery.
Tianfeng Securities Co.Ltd(601162) pointed out that the No. 1 document in 2022 mentioned “grain” 23 times (compared with 18 times in 2021) and proposed “appropriately raise the minimum purchase price of rice and wheat in 2022 and stabilize the subsidy policies for corn and soybean producers and rice”, which is expected to continue to enhance farmers’ planting enthusiasm, and the leading companies of seeds and chemical fertilizers are expected to benefit. The upward boom in the agricultural sector is an important investment opportunity this year. We continue to recommend high-quality leading companies in subdivided agricultural sectors such as pigs, seeds, feed and animal protection.
silicone concept trend is active Foshan Golden Milky Way Intelligent Equipment Co.Ltd(300619) rose by more than 12% Hoshine Silicon Industry Co.Ltd(603260) and other daily limits
Silicone concept had an active intraday trend on the 23rd. As of press time, Foshan Golden Milky Way Intelligent Equipment Co.Ltd(300619) rose by more than 12%, Hoshine Silicon Industry Co.Ltd(603260) , Henan Hengxing Science & Technology Co.Ltd(002132) limit, Shandong Dongyue Organosilicon Materials Co.Ltd(300821) , Hubei Huitian New Materials Co.Ltd(300041) , Ningbo Runhe High-Tech Materials Co.Ltd(300727) , Jiangxi Chen Guang New Materials Co.Ltd(605399) and so on. It is worth noting that Hoshine Silicon Industry Co.Ltd(603260) has soared by 26% in the past three trading days.
Hoshine Silicon Industry Co.Ltd(603260) recently announced that the company plans to invest in the construction of the silicon-based new material industry integration project of Xinjiang central Hoshine Silicon Industry Co.Ltd(603260) Co., Ltd. (the high-purity polysilicon project with an annual output of 200000 tons), with an investment scale of 1.75 million yuan. The construction content of the project includes 200000 t / a polysilicon unit, 100000 t / a caustic soda unit, as well as supporting public works and auxiliary works. The construction period of the project is from May 2022 to may 2025.
Everbright Securities Company Limited(601788) pointed out that under the background of the “double carbon” goal, China is in an important stage of energy transformation, and the development of photovoltaic industry is an important way to promote energy transformation. According to the data of the national energy administration, China’s photovoltaic installed capacity increased by 54.88gw in 2021, a year-on-year increase of 13.86%. According to the data of the Ministry of industry and information technology, the output of polysilicon and silicon wafer (photovoltaic) in China reached 505000 tons and 227gw respectively in 2021, with a year-on-year increase of 27.5% and 40.6% respectively. The rapid growth of photovoltaic industry has driven the demand for polysilicon, making the polysilicon industry continue to boom. According to the data, the average ex factory price of polysilicon in China was 131000 yuan / ton in 2021, with a year-on-year increase of 119%. Since the beginning of 2022, the average ex factory price of polysilicon in China has reached 195000 yuan / ton. In addition, polycrystalline silicon can be further made into monocrystalline silicon and used to manufacture products such as integrated circuit silicon substrate. In the context of the continuous shortage of supply in the global semiconductor industry chain and the rapid expansion of global wafer factory capacity, the demand for polysilicon in the semiconductor industry will also increase significantly.
the top-level plan of the pension industry released, and the concept stocks performed well
Recently, the State Council issued the national plan for the development of the cause of the elderly and the elderly care service system during the 14th Five Year Plan period (hereinafter referred to as the plan). The plan emphasizes that by 2025, the total number of elderly care service beds will reach more than 9 million, the proportion of class II and above general hospitals with geriatrics will reach more than 60%, the enrollment scale of elderly care related majors in undergraduate colleges and vocational colleges will increase significantly, and the standard rate of supporting elderly care service facilities in new urban areas and new residential areas will reach 100%.
The plan proposes to support the construction of professional elderly care institutions, and the investment in the central budget will focus on supporting the construction of new nursing elderly care service facilities and the transformation and improvement of nursing service capacity. Guide local governments to implement differentiated subsidies for ordinary beds and nursing beds. By 2025, the proportion of nursing beds in national pension institutions will increase to 55%.
Statistics show that there are 54 concept stocks in the A-share market, which have been generally rising since this month, with an average increase of 2.46%, and three stocks rising by more than 10%, among which st national medicine, Chongqing Zhifei Biological Products Co.Ltd(300122) , Zhejiang Nhu Company Ltd(002001) led the rise; Beijing E-Hualu Information Technology Co.Ltd(300212) , China Life Insurance Company Limited(601628) , Nan Jing Xin Jie Kou Department Store Co.Ltd(600682) and others increased by more than 8%.
According to the median value of net profit advance or performance express data, the net profit of 16 pension industry concept stocks will increase in 2021. 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, the company expected to achieve net profit of 400 million yuan -5.2 billion yuan, 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 chronic diseases, such as Department of respiration and digestive department.
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, among the concept stocks of the pension industry, the latest rolling P / E ratio of 15 stocks is less than 15 times, Intco Medical Technology Co.Ltd(300677) , Bank Of Shanghai Co.Ltd(601229) , China Construction Bank Corporation(601939) , China Vanke Co.Ltd(000002) and other valuations are the lowest, and the P / E ratios are single digits.
the whole industrial chain is expected to benefit significantly from the introduction of the new energy storage development policy
Recently, the national development and Reform Commission and the Energy Administration issued the implementation plan for the development of new energy storage in the 14th five year plan. The plan proposes to promote diversified technology development. Carry out research on key core technologies, equipment and integrated optimization design of sodium ion batteries, new lithium-ion batteries, lead-carbon batteries, liquid flow batteries, compressed air, hydrogen (ammonia) energy storage, hot (cold) energy storage, focus on energy storage technologies such as superconductivity and supercapacitor, and develop and reserve liquid metal batteries, solid-state lithium-ion batteries Metal air battery and other new generation high energy density energy storage technologies.
The plan proposes that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. The innovation ability of new energy storage technology has been significantly improved, the independent and controllable level of core technology and equipment has been greatly improved, and the standard system has been basically improved. The industrial system is becoming more and more complete, and the market environment and business model are basically mature.
Zhongtai Securities Co.Ltd(600918) pointed out that the development of new energy storage is an important basis for the construction of new power system. Strengthening the development of new energy storage on the power side and realizing the coordinated and optimal operation of new energy storage system with new energy and conventional power supply will help to enhance the regulation capacity and capacity support capacity of power system and promote the power consumption level of wind and solar renewable energy. At the same time, we will promote the rational layout of new energy storage on the power grid side, improve the level of power security and the overall efficiency of the system, and further support the development of new power systems. In addition, promote the flexible and diversified development of user side energy storage, explore new scenarios for the integrated development of energy storage, expand the application fields and application modes of new energy storage, constantly explore the profit model of new energy storage industry, and promote the commercial development of new energy storage.
With the introduction of the implementation plan for the development of new energy storage in the 14th five year plan, the scale of new energy storage is expected to grow rapidly, the gradual maturity of business model can promote the efficiency of energy storage industry, and the whole industrial chain of new energy storage is expected to benefit significantly. Suggestions: 1) energy storage temperature control targets Shenzhen Envicool Technology Co.Ltd(002837) , Guangdong Shenling Environmental Systems Co.Ltd(301018) , Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) and energy storage fire protection targets Jade Bird Fire Co.Ltd(002960) , Guoanda Co.Ltd(300902) ; 2) Energy storage integrator Jiangsu Tongli Risheng Machinery Co.Ltd(605286) , Jilin Jinguan Electric Co.Ltd(300510) and new energy storage operation target Yunnan Wenshan Electric Power Co.Ltd(600995) .
