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14 day 10 limit Dalian My Gym Education Technology Co.Ltd(002621) staged ground and sky board
On the morning of February 23, Dalian My Gym Education Technology Co.Ltd(002621) fell rapidly after opening. But only 10 minutes later, the limit was opened, and then the share price climbed all the way to seal the limit, which successfully staged the tianban. So far, Dalian My Gym Education Technology Co.Ltd(002621) has recorded 10 trading limits in the last 14 trading days, with an increase of 107% in the month.
It is worth noting that before and during the rise of Dalian My Gym Education Technology Co.Ltd(002621) share price, the company’s operation and internal and external business environment have not changed significantly. Dalian My Gym Education Technology Co.Ltd(002621) also said in the announcement that the information disclosed by the company in the early stage does not need to be corrected or supplemented; The company and its controlling shareholders have no major events that should be disclosed but not disclosed about the company, and there are no major events in the planning stage; The controlling shareholders of the company did not buy or sell the company’s shares during the abnormal fluctuation of the company’s stock trading.
Public information shows that Dalian My Gym Education Technology Co.Ltd(002621) is mainly engaged in providing one-stop early education services for Chinese children aged 0-6, and small class courses of SAT, SSAT, TOEFL and act training. Dalian My Gym Education Technology Co.Ltd(002621) once said in the semi annual report of 2021 that the relevant research report shows that the three child policy can increase China’s new born population by more than 1 million in 2022, and it is expected to drive an average annual increase of 800000 new born population in the following years. The increase in the number of newborns has a pulling effect on the consumer demand in the field of early education. As the number of newborns is still huge, it is expected that the school-age population of Preschool Education (0-5 years old) will remain above 60 million for a long time in the future.
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.
covid-19 drug concept continues to be active Nanjing Hicin Pharmaceutical Co.Ltd(300584) for three consecutive days of “20cm” limit, and the company prompts risks
Covid-19 drug concept was active again on the 23rd. As of press time, Hybio Pharmaceutical Co.Ltd(300199) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) , Zhejiang Cheng Yi Pharmaceutical Co.Ltd(603811) and other limits rose, and Xilong Scientific Co.Ltd(002584) , Beijing Science Sun Pharmaceutical Co.Ltd(300485) , Phichem Corporation(300398) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and other increases were higher. It is worth noting that Nanjing Hicin Pharmaceutical Co.Ltd(300584) has raised the limit of “20cm” for three consecutive trading days recently. The company issued a risk warning yesterday, saying that the company’s share price has increased greatly in the short term, but the internal and external business environment has not changed significantly. The company reminds investors to make prudent decisions, invest rationally and pay attention to investment risks.
Recently, the company disclosed the performance forecast for 2021. In 2021, the net profit attributable to the shareholders of the listed company is expected to be 288352700 yuan – 298961200 yuan, an increase of 422.09% – 441.3% over the same period of the previous year; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 26.5213 million yuan – 37.1298 million yuan, a decrease of 30% – 50% over the same period of last year.
The company said that the main reason for the year-on-year significant increase in annual performance was that during the reporting period, the company’s investment project subject Gaoyan oujin fund signed an equity transfer agreement on Gaoyan oujin biology with pagac iiinemo holding (HK) Limited, a non affiliated third party. According to the relevant provisions of the accounting standards for business enterprises, the company takes the transaction price as the objective basis for the fair value valuation and recognition of the ending amount of the financial asset. After calculation, after deducting relevant taxes, the fair value income of the financial assets can obtain a net profit of about 260.2142 million yuan. In addition, affected by regional volume procurement, clinical use restrictions and other factors, the company’s product sales decreased to a certain extent, and the company’s operating revenue and net profit after deduction decreased accordingly; The company estimates that the impact of non recurring profit and loss on net profit is about 261831400 yuan, which has a great impact.
the trend of semiconductor sector is strong Kingsemi Co.Ltd(688037) , Naura Technology Group Co.Ltd(002371) limit Puya Semiconductor (Shanghai) Co.Ltd(688766) and other big rises
The semiconductor sector rose strongly on the 23rd. As of press time, Kingsemi Co.Ltd(688037) “20cm” rose by the limit, Puya Semiconductor (Shanghai) Co.Ltd(688766) , Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) , shengmei Shanghai, Macmic Science & Technology Co.Ltd(688711) rose by more than 10%, and Naura Technology Group Co.Ltd(002371) also rose by the limit, Shanghai Fullhan Microelectronics Co.Ltd(300613) , Chipsea Technologies (Shenzhen) Corp.Ltd(688595) rose by the top.
In terms of news, Kingsemi Co.Ltd(688037) disclosed the 2021 annual performance express yesterday. During the reporting period, the company achieved a total operating revenue of 828672500 yuan, a year-on-year increase of 151.95%; The total profit was 75.7727 million yuan, a year-on-year increase of 43.45%; The net profit attributable to the owners of the parent company was 77.1918 million yuan, a year-on-year increase of 58.09%; The net profit attributable to the owner of the parent company after deducting non recurring profits and losses was 63.6813 million yuan, a year-on-year increase of 394.61%. The company said that during the reporting period, the prosperity of the semiconductor industry continued to improve. The company actively grasped market opportunities and strengthened market development. The newly signed orders increased significantly compared with the same period last year. While maintaining the steady growth of product revenue in the field of small size (such as LED, compound semiconductor, etc.) and advanced packaging in the back of integrated circuits, the company also achieved rapid and large-scale product revenue in the field of wafer processing in the front of integrated circuits, and the company’s profits continued to grow.
For the whole sector, the agency suggests paying attention to the semiconductor chip industry chain driven by “counting from the east to the west”. Recently, the national development and Reform Commission and other departments 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 and Macao Bay area, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. 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 concept of vocational education rose Kaiyuan Education Technology Group Co.Ltd(300338) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) limit Suzhou Kingswood Education Technology Co.Ltd(300192) and so on
The concept of vocational education rose intraday on the 23rd. As of press time, Kaiyuan Education Technology Group Co.Ltd(300338) “20cm” limit, Shenzhen Hongtao Group Co.Ltd(002325) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , China Hi-Tech Group Co.Ltd(600730) limit, Suzhou Kingswood Education Technology Co.Ltd(300192) , Sansheng Intellectual Education Technology Co.Ltd(300282) , Beijing Kaiwen Education Technology Co.Ltd(002659) and other increases were higher.
In terms of news, vocational education has become a hot topic at the recent local two sessions. Lin Yuzhu, a member of the Rizhao Municipal Committee of the Chinese people’s Political Consultative Conference, said he hoped to vigorously support private vocational and technical schools that help local development. Luo Yang, deputy to Tianjin Municipal People’s Congress, suggested that on the basis of the deep integration of industry and Education City, we should further promote the combination of Ideological and political education, labor education and skill education.
The opinions on promoting the high-quality development of Modern Vocational Education issued last year proposed to encourage listed companies and industry leading enterprises to organize vocational education, and encourage all kinds of enterprises to participate in vocational education according to law. Guolian Securities Co.Ltd(601456) analysts 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. Industry insiders believe that the promulgation of intensive policies indicates that the development of China’s vocational education will usher in a new spring.
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) .
