Today (March 1), after the Shanghai and Shenzhen stock markets opened high, they quickly rose and fell back, and the stock index bottomed out and rebounded in the afternoon. On the disk, in terms of industries, wine making, education, tourism and hotels, coal, agriculture, animal husbandry, feeding and fishing, aerospace, decoration and other industries led the increase; Precious metals, energy metals, medical devices, petroleum, semiconductors, traditional Chinese medicine and other industries led the decline. In terms of theme stocks, the concept of chicken, counting from east to west, cross-border payment, pork concept, online education and photovoltaic building integration led the rise, and the cultivation of diamonds, lithium extraction from salt lakes, in vitro diagnosis, covid-19 detection, power battery recovery and other small callback.
cips concept station air outlet Brilliance Technology Co.Ltd(300542) , Hyunion Holding Co.Ltd(002537) and many other companies revealed that they had set foot in
CIPS (RMB cross border payment system) concept rose strongly during the session on March 1. As of press time, Brilliance Technology Co.Ltd(300542) "20cm" limit, Shenzhen Forms Syntron Information Co.Ltd(300468) increased by more than 11%, Hyunion Holding Co.Ltd(002537) , Sunyard Technology Co.Ltd(600571) limit, Beijing Infosec Technologies Co.Ltd(688201) increased by nearly 4%. It is worth noting that Shenzhen Forms Syntron Information Co.Ltd(300468) yesterday's strong limit rose by more than 30% in the past two days Brilliance Technology Co.Ltd(300542) , Hyunion Holding Co.Ltd(002537) , Sunyard Technology Co.Ltd(600571) have been trading for two consecutive trading days.
Tianfeng Securities Co.Ltd(601162) indicates that relevant companies directly involved in CIPS system construction and cross-border payment cooperation, such as Beijing Infosec Technologies Co.Ltd(688201) Shangyang Technology (listed on the new third board), Yusys Technologies Co.Ltd(300674) related to CIPS docking business with clearing system, Tansun Technology Co.Ltd(300872) related to CIPS testing business, Baifu global (listed on Hong Kong shares) related to CIPS cross-border payment services, etc; Catalyzed by the prosperity of CIPS system construction, it is recommended to pay attention to bank IT companies whose performance is expected to increase in the first quarter, such as Shenzhen Sunline Tech Co.Ltd(300348) etc.
As the CIPS concept has attracted market attention, a number of companies have recently revealed their involvement in this field Hyunion Holding Co.Ltd(002537) today, in response to investors' questions on the interactive platform, the company's subsidiary linkage advantage e-commerce Co., Ltd. has become the first batch of pilot payment companies for cross-border E-Foreign exchange payment licenses since 2015, and was officially approved for cross-border foreign exchange payment licenses in 2019. At the same time, it also has the qualification for filing cross-border RMB payment business. The company's cross-border business covers eight major industries, mainly through the cooperative bank's access to swift and CIPS systems to achieve cross-border foreign exchange and cross-border RMB settlement. In addition, the company also cooperates with some banks to provide cross-border payment system technical services.
Shenzhen Sunline Tech Co.Ltd(300348) recently said that the company has relevant solutions and customer implementation projects in the field of digital currency and banking related technology, and has relevant technical implementation capabilities. At the same time, the company is exploring how to empower the digital currency promotion of banking financial institutions through a certain operation mode. At present, relevant work has been carried out. As for the cross-border payment of digital currency, the technical adaptation will be adjusted according to relevant policies.
Beijing Tongtech Co.Ltd(300379) said that Beijing Tongtech Co.Ltd(300379) middleware products are applied in the RMB cross border payment system (CIPS), providing efficient and reliable underlying support services for the operation of the system and helping the development of RMB international payment and clearing business.
Yusys Technologies Co.Ltd(300674) said that the company did participate in CIPS system in its products and business, and had relevant cases and experience in the past few years. Successfully support the access terminal of many commercial banks and relevant financial institutions to access the front of CIPS system, as well as the business logic processing temsector in commercial banks. The relevant projects and cases participated by the company have a unique advantageous position in the industry. In the continuous business development and case implementation, the company has also accumulated advanced products, technologies and experience. There will be opportunities for the company to further expand and upgrade its products and systems in China. The company will also continue to increase R & D and technical capabilities to support access to more business opportunities and capabilities.
Shanghai Newtouch Software Co.Ltd(688590) said that the company provides CIPS system for major bank customers. Through the implementation of relevant project plans in recent years, the company has also accumulated advanced products, technology and experience. The company will also continue to increase the R & D and technical capacity of relevant products to support the acquisition of more business opportunities and capabilities.
Beijing Infosec Technologies Co.Ltd(688201) said that the company's products and solutions protect the security of network applications. The standard transceiver project of RMB cross border payment system (CIPS) is one of many network applications of banks. The company has been recognized by bank customers with excellent product functions and performance. At present, it can be found from the public website that the company has won the bid of Hebei Branch, Henan Branch Guangxi branch and other CIPS standard transceiver projects. In addition to the company, there are other manufacturers participating in CIPS project. Based on the confidentiality needs of customers and the relevant provisions of Shanghai Stock Exchange to fulfill the obligation of information disclosure, the company did not disclose such business orders. In the future, the company will continue to expand the network application security protection business in various industries by taking advantage of the company's product and technical advantages, marketing network advantages and customer advantages.
beer stocks led the rise, with outstanding performance and unit price rising as the driving force of industry growth
In early trading on Tuesday, the beer sector led the gains in the two markets, Fujian Yanjing Huiquan Brewery Co.Ltd(600573) limit, Tsingtao Brewery Company Limited(600600) , Beijing Yanjing Brewery Co.Ltd(000729) , Chongqing Brewery Co.Ltd(600132) , Lanzhou Huanghe Enterprise Co.Ltd(000929) , Ningbo Lehui International Engineering Equipment Co.Ltd(603076) , etc. In terms of performance, the beer leader performed brilliantly. The Guangzhou Zhujiang Brewery Co.Ltd(002461) performance express showed that the company's net profit in 2021 was 612 million yuan, an increase of 7.42% year-on-year Chongqing Brewery Co.Ltd(600132) 2021 net profit of 1.166 billion yuan, an increase of 8.3%.
Shengang Securities pointed out that the rise of unit price drives the growth of beer industry. In recent years, beer sales have continued to decline. Since 2013, China's beer production and sales have continued to decline, and the trend has accelerated during the epidemic. Beer production and marketing has a high correlation with infrastructure and real estate industries. With the gradual improvement of China's urbanization rate, China's beer consumption may be close to the ceiling. In the future, with the further interpretation of the consumption upgrading trend and the continuous decline of beer consumption, the high-end trend represented by the rise of unit price will become the only way.
Dongxing Securities Corporation Limited(601198) research report points out that China's mainstream beer enterprises have continued to increase the proportion of their high-end products this year. The growth rate of high-end beer enterprises will not decrease in 2022, and the profit points of beer enterprises are still in structural upgrading.
In the past six months, due to the great pressure of rising costs, most liquor enterprises have raised prices. Under the influence of the epidemic, the operation of many consumer places such as nightclubs is limited, which does bring some pressure to beer sales. However, the trend of upgrading the product structure of the industry as a whole and increasing the profit per ton of wine by raising prices and reducing costs has not changed. With the gradual improvement of the epidemic, the trend of simultaneous increase in volume and profit of the industry as a whole is expected to remain.
education sector soared! Speed up the construction of smart campus and breed new vitality in these fields
In Tuesday's session, the education sector rose, Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) limit, Dark Horse Technology Group Co.Ltd(300688) , Chengdu B-Ray Media Co.Ltd(600880) , Beijing Kaiwen Education Technology Co.Ltd(002659) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) , Kaiyuan Education Technology Group Co.Ltd(300338) , etc. On the news, the Ministry of Education held the fourth press conference of the 2022 "education new year" series. It is reported that from March 1, the "National Smart Education Platform for primary and secondary schools" has been put into trial operation.
The Ministry of education pointed out that using platform resources to teach and learn has become the new normal. The Ministry of education clearly encourages relevant units and individuals to actively participate in the resource construction of the "National Smart Education Platform for primary and secondary schools"; Integrate the effective use of platform resources into teacher training at all levels; At the same time, all kinds of resources of the "National Smart Education Platform for primary and secondary schools" are used free of charge.
Previously, the Ministry of education proposed to focus on "four breakthroughs" at the series of press conferences of "education Spring Festival", one of which is to make breakthroughs in improving the level of information application: implement the digital strategic action of basic education, integrate and build the comprehensive management service platform of basic education, and improve the macro management and scientific decision-making level of basic education; Further upgrade the national primary and secondary school network cloud platform, vigorously promote the co construction and sharing of high-quality educational resources, and strengthen the in-depth integration and application of information technology and education and teaching.
Guosheng securities research report pointed out that the emphasis of the Ministry of education on the improvement of information application level reflects the objective demand for fairness and efficiency in the field of Education under the background of double reduction, and once again confirms that scientific and technological empowerment is the long-term direction.
Guosen Securities Co.Ltd(002736) believes that educational informatization 2.0 pays more attention to the deepening application of educational resources and the investment in software platforms and application services, which is expected to accelerate the construction of smart campus. At the same time, the "double reduction" policy makes learning return to campus, and the hardware and software market of educational informatization will give birth to new vitality.
Ministry of agriculture and rural areas strengthens the supervision of seed production and operation, and the seed industry chain may be concerned (with shares)
The Ministry of agriculture and rural areas issued the work plan for the supervision of agricultural genetically modified organisms in 2022, which mentioned strengthening the supervision of seed production and operation. Strengthen the investigation of seed production bases and suspected seed production fields, carry out timely detection before and at the seedling stage, check early and small, and prevent illegal genetically modified seeds from falling into the ground. Strengthen the sampling inspection of genetically modified components in seed processing and operation, severely punish illegal processing and operation according to law, and prevent illegal genetically modified seeds from flowing into the market. Improve the management of genetically modified soybean, corn, cotton and other varieties, and unblock the channel of industrial application. Strictly prevent genetically modified varieties from passing off as non genetically modified varieties for examination and approval, and those who have not obtained the safety certificate for the production and application of genetically modified organisms shall not be subject to regional test and variety examination and approval.
Previously, on December 24, 2021, the Standing Committee of the National People's Congress adopted the amendment of the seed law, which will be implemented from March 1, 2022. Minsheng Securities pointed out that the revision and implementation of the seed law will further strengthen the protection of germplasm resources from the perspective of law, which will significantly improve the innovation accumulation of seed companies in the future, so as to better protect the new transgenic varieties that will be implemented in the future. Continue to pay attention to high-quality seed enterprises with leading scientific research strength and GM first mover advantage. In the future, they will fully benefit from the double dividends of "cycle" and "growth", and the market share is expected to be further improved.
Tianfeng Securities Co.Ltd(601162) believes that only through "institutional change" + "technological change" can the scattered seed industry accelerate its development and benefit the leading enterprises, so as to maintain the driving force of R & D and improve the breeding level. The new seed law is a clarion call for the reform of seed industry system. The seed industry approval standards, approval methods and judicial procedures are carried out under the tone of "protecting seed industry innovation" of the new seed law. Companies that attach importance to R & D investment and have strong innovation ability, especially those with rich reserves of transgenic technology, are expected to gain a greater market share.
central frozen pork reserve collection and storage work will be started immediately. The organization suggests to grasp the elasticity of pig cycle
According to the monitoring of the national development and Reform Commission, in the week from February 21 to 25, the national average pig grain price ratio was 4.98 ∶ 1, entering the level-1 early warning range of excessive decline. The national development and Reform Commission will work with relevant departments to immediately start the collection and storage of the central frozen pork reserve and guide all localities to actively collect and store.
Galaxy Securities pointed out that the pig cycle is firmly recommended for 22 years of agricultural industry opportunities. The core view is that in the bottom stage of the pig cycle, the deep loss period is the best time to layout breeding stocks. From the perspective of expectation, there will be no worse expectation. The risk of breeding stocks has been released in large quantities, and the safety margin is very high. With the decline of the number of fertile sows and the decline of pig prices again, the production capacity continues to clear, which is good for the industry to meet the dawn. Based on the judgment of the second bottom in the second and third quarters of 22, the first quarter of 22 is expected to be the second best time point for the layout of breeding stocks.
On February 25, the average price of pigs in 22 provinces and cities across the country was 12.45 yuan / kg, a month on month increase of - 0.24%. From the supply side, the production capacity continued to be cleared. By the end of January 22, 42.9 million sows could be bred, with a chain ratio of - 0.9% and a year-on-year ratio of - 3.7%. From the demand side, consumption is in the off-season. From the tracking of multiple indicators, the pig cycle is still in the process of double bottom. Even though many voices believe that the second bottom / inflection point may be delayed (to 23 years), from the aspects of sows, piglets, profits, weight and so on, the data trend is still changing, waiting for the reversal of the 22-year cycle. It is suggested to pay active attention to Muyuan Foods Co.Ltd(002714) , Tangrenshen Group Co.Ltd(002567) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Tecon Biology Co.Ltd(002100) , Wens Foodstuff Group Co.Ltd(300498) , etc.
new energy concept active organization: three main line layout photovoltaic sector
In early trading, the new energy industry chain strengthened again across the board. After the photovoltaic and wind energy sectors opened higher, they once rose nearly 2%, reaching a new high in recent two months; Energy storage, UHV, charging pile, etc. also rose collectively, Shenzhen Jingquanhua Electronics Co.Ltd(002885) , Qingdao Huijintong Power Equipment Co.Ltd(603577) , etc.
The impact of the flapping wings of the Russian Ukrainian conflict continues to spread in the financial market. 40% of Europe's natural gas depends on Russian imports. Due to geopolitical factors, the proportion of Russian imports has declined, pushing up European electricity prices. The recent deterioration of the situation in Russia and Ukraine has further exacerbated Europe's concerns about natural gas supply. Therefore, the Shanxi Guoxin Energy Corporation Limited(600617) development of European countries may enter a new acceleration stage.
The German government put forward a draft to be legislated on Monday local time, which plans to accelerate the expansion of wind energy and Cecep Solar Energy Co.Ltd(000591) infrastructure and achieve the goal of 100% renewable energy power supply 15 years ahead of schedule (to 2035). In the draft, the power generation capacity of onshore wind energy and Cecep Solar Energy Co.Ltd(000591) facilities will be increased by about three times, and the offshore wind power generation capacity will be more than doubled. The onshore wind power generation capacity will increase from 3 GW this year to 10 GW in 2027, and the power generation capacity of Cecep Solar Energy Co.Ltd(000591) will increase from 7 GW this year to 20 GW in 2028. Offshore wind power facilities are also a key part of the plan, and Germany expects its power generation capacity to rise from 30 gigawatts in 2030 to 70 gigawatts in 2045.
China has also put forward an ambitious dual carbon plan before, and the global new energy construction is expected to enter a period of rapid growth. The International Energy Agency (IEA) estimates that the world needs to invest $5 trillion a year by 2030 to achieve net zero emissions by 2050. Among them, IEA estimates that the world needs to invest US $1.6 trillion in power generation every year. China's energy consumption accounts for about a quarter of the world. According to this calculation, China needs to more than double the current scale of clean energy investment to US $400 billion a year. Each Shanxi Guoxin Energy Corporation Limited(600617) country in Europe is expected to achieve a compound growth rate of 30% - 35% in the next five years.
CICC said that the policy aspect resonates with the fundamentals and continues to recommend: 1) inverter links with both volume and price Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Hemai; Film growth target with capacity expansion and cost improvement Shanghai Hiuv New Materials Co.Ltd(688680) ; 2) China household photovoltaic leader Zhejiang Chint Electrics Co.Ltd(601877) ; 3) Component links with continuous improvement of concentration and high elasticity of profit this year and next Trina Solar Co.Ltd(688599) , Jingke energy, Ja Solar Technology Co.Ltd(002459) , Longi Green Energy Technology Co.Ltd(601012) .
