Due to the easing of the situation between Russia and Ukraine, the Russian Ukrainian negotiations ended on February 28 local time, and the next round of negotiations will be held at the white wave border.
A shares opened slightly higher this morning, but the enthusiasm of the market to catch up was not high. After the market rose, it fell step by step, and Kechuang 50 and other indexes changed from rise to fall.
On the disk, the new energy sector was active across the board, the beer sector also rose collectively, the pork, tourism, East West calculation and other sectors were also relatively active, and the nonferrous metals, warehousing and logistics, petroleum, chemical fiber and other sectors led the decline. The net profit of Beishang capital was 2.343 billion yuan.
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global new energy construction is expected to accelerate
In early trading, the new energy industry chain strengthened again across the board. After both photovoltaic and wind energy sectors opened higher, they rose by nearly 2%, reaching a new high in recent two months, Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) 20% limit, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , China Western Power Industrial Co.Ltd(002630) , Baoding Technology Co.Ltd(002552) and other limits; 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) .
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consumption upgrading beer shares increased significantly
The beer sector rose violently in early trading, and the beer industry index soared by more than 8%, the largest increase in more than four months. The half day transaction was more than twice that of the whole day yesterday Fujian Yanjing Huiquan Brewery Co.Ltd(600573) limit, Tsingtao Brewery Company Limited(600600) limit was once touched during the session, Beijing Yanjing Brewery Co.Ltd(000729) , Lanzhou Huanghe Enterprise Co.Ltd(000929) , Chongqing Brewery Co.Ltd(600132) , Guangzhou Zhujiang Brewery Co.Ltd(002461) , etc.
Covid-19 epidemic not only did not have too many negative effects on the beer industry, but also made the industry usher in the opportunity of consumption upgrading Tsingtao Brewery Company Limited(600600) it is expected to realize a net profit of RMB 3.15 billion in 2021, with a year-on-year increase of 43%, and the net profit is close to twice that of 2019 before the epidemic; According to the forecast of China Resources beer, the profit attributable to shareholders last year was 4.4-4.7 billion yuan, an increase of 110% – 124% year-on-year, three times that of 2019. For two consecutive years, the profit scale of state-owned beer listed companies hit a record high.
Consumption upgrading is the main logic of the rise in profits of the beer industry after the epidemic. In the first half of last year, the sub high-end and above products of China Resources beer (the company refers to the retail price of more than 8 yuan) sold 1 million kiloliters for the first time, a year-on-year increase of 50%. Similarly, Tsingtao Brewery Company Limited(600600) in the first half of last year, the sales volume of main brand Tsingtao Brewery Company Limited(600600) high-end products increased by 41% year-on-year, far exceeding the overall sales growth.
The price of super high-end beer is also directly related to “Baijiu” brother 53 degree flying Moutai. Tsingtao Brewery Company Limited(600600) “Legend of the first world” super high-end art collection new products appeared, and the market guide price is 1399 yuan / bottle; At the same time, Budweiser beer launched the “Budweiser master legendary year of the tiger limited edition”, and the price of a single bottle on the e-commerce platform was 1588 yuan; In addition, China Resources Snow Beer launched the ultra-high-end brand “Li”, with a price of 999 yuan / set.
Dongxing Securities Corporation Limited(601198) believes that the growth rate of high-end beer enterprises will not decrease in 2022, and the profit points of beer enterprises are still in the structural upgrading. In the past six months, most wine 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.
