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Zhejiang Construction Investment Group Co.Ltd(002761) resumption of trading once fell to the limit. The company harvested 10 boards in 11 days before suspension
On March 1, after Zhejiang Construction Investment Group Co.Ltd(002761) resumed trading, the trading limit fell for the first time, and then gradually opened the limit Zhejiang Construction Investment Group Co.Ltd(002761) 2 on February 28, it was announced that recently, the company has checked matters related to abnormal fluctuations in stock trading. After verification, the company’s main business is construction and industrial manufacturing, engineering services, infrastructure investment and operation matched with the main construction industry chain; Up to now, the company’s operation and internal and external business environment have not changed significantly. After written inquiry to the controlling shareholders and actual controllers, the controlling shareholders and actual controllers of the company have no plans to transfer equity, restructure assets and other matters that have a significant impact on the company. Since the relevant verification work has been completed, upon the application of the company, the trading of the company’s shares will resume from the opening of the market on March 1, 2022.
It is worth mentioning that before the suspension, the stock recorded 10 limit sectors in 11 trading days, and the share price soared by more than 170% Zhejiang Construction Investment Group Co.Ltd(002761) share price “demon” has also attracted regulatory attention. On February 18, the Shenzhen Stock Exchange issued a regulatory dynamic announcement. From February 14 to February 18, the Shenzhen Stock Exchange adopted self-discipline regulatory measures for 43 abnormal securities transactions, involving intraday lifting and suppression, false declaration and other abnormal transactions; Focus on monitoring ” Zhejiang Construction Investment Group Co.Ltd(002761) ” and ” Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) ” with abnormal recent growth, and verify 20 major events of listed companies.
On the same day, the Shenzhen Stock Exchange also sent a letter of concern to Zhejiang Construction Investment Group Co.Ltd(002761) asking the company to confirm whether there is any major information that should be disclosed but not disclosed, whether there is any major change in the fundamentals of the company, and whether there is insider trading.
In terms of performance, the third quarterly report of last year showed that Zhejiang Construction Investment Group Co.Ltd(002761) achieved an operating revenue of 68.382 billion yuan in the first three quarters of 2021, a year-on-year increase of 15.18%; The net profit was 914 million yuan, a year-on-year increase of 17.1%. Deduct non net profit of 810 million yuan, an increase of 12.26% year-on-year.
photovoltaic concept rising Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) and other limit Ningbo Energy Group Co.Ltd(600982) four connected board
On March 1, the intraday development of photovoltaic concept rose. As of press time, Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) , Ningbo Energy Group Co.Ltd(600982) , Shenzhen Ruihe Construction Decoration Co.Ltd(002620) and other price limits, Xinjiang Daqo New Energy Co.Ltd(688303) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Hiconics Eco-Energy Technology Co.Ltd(300048) and other performances were outstanding. It is worth noting that Ningbo Energy Group Co.Ltd(600982) has been trading for four consecutive trading days recently.
Ningbo Energy Group Co.Ltd(600982) announced yesterday that the company signed the letter of intent on investment and construction of Ningbo Fenghua pumped storage power station project with Ningbo Fenghua district government and Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) Group East China survey, design and Research Institute on February 28, 2022. The installed capacity of the project is about 1.2 million KW and the investment is estimated to be about 8 billion yuan. The company said that in order to actively respond to the call of “carbon peak and carbon neutralization”, meet the needs of power grid peak shaving, frequency modulation, accident standby and safe, economic and stable operation, transform local high-quality resources into economic development advantages as soon as possible, and jointly develop and construct Ningbo Fenghua pumped storage power station project in a scientific and orderly manner.
On the same day, the company issued a risk warning that the company is mainly engaged in cogeneration, biomass power generation, pumped storage and comprehensive energy services, as well as financial investment related to energy. So far, the main business has not changed. The two letters of intent on cooperation recently signed by the company do not constitute the basis for the signatories to investigate each other’s liability for breach of contract, and there are major uncertainties in the implementation of the two pumped storage projects involved.
For the photovoltaic industry, Xiao Yaqing, Minister of industry and information technology, said at the press conference on February 28 that energy consumption in the industrial field accounts for about 65% of the country’s total consumption, which is one of the main areas of energy conservation and carbon reduction. The development of green and low-carbon industry will bring new growth space, new innovation power and new development opportunities to industrial economic development. The Ministry of industry and information technology will build a green and low-carbon product supply system, increase the supply of photovoltaic, fan, energy-saving motor and other equipment, implement the special action for the innovation and development of intelligent photovoltaic industry, and improve the wind power equipment industry chain.
China Merchants Securities Co.Ltd(600999) said that in order to achieve the goal of “double carbon”, China has actively promoted the development of green industries, including building photovoltaic. Since the carbon emission during China State Construction Engineering Corporation Limited(601668) operation accounts for more than 20% of the total carbon emission in China, building photovoltaic has become an important driving force for energy transformation because it can provide clean building operation energy. Since the 14th five year plan, the state has launched a series of distributed photovoltaic construction policies, including “promotion of the whole county”. At the same time, the sharp decline in the price of photovoltaic modules in the past decade has reduced the cost of building photovoltaic construction. Driven by the dual drive of national policies and market prices, the prospect of building photovoltaic market can be expected.
The agency said that under the background of “double carbon”, the corresponding policies and industry standards for building photovoltaic are gradually introduced, and the photovoltaic roof market is expected to grow significantly from 2022; In the future, with the progress of thin-film cell technology, the market potential of photovoltaic facade is also expected to be stimulated. Combined with the rigid demand of building photovoltaic construction on the construction capacity of enterprises, it is suggested to pay attention to companies with rich construction experience and customer resources such as Center International Group Co.Ltd(603098) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Zhejiang Southeast Space Frame Co.Ltd(002135) , Jangho Group Co.Ltd(601886) , China State Construction Engineering Corporation Limited(601668) Xingye.
education sector soared! Speed up the construction of smart campus and breed new vitality in these fields
In Tuesday’s session, the education sector soared, Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) limit, 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.
liquor stocks rose strongly! Beer stocks rose sharply Fujian Yanjing Huiquan Brewery Co.Ltd(600573) limit
Alcohol stocks rose strongly in the session on March 1, and beer stocks rose sharply. As of press time, Fujian Yanjing Huiquan Brewery Co.Ltd(600573) limit, Tsingtao Brewery Company Limited(600600) , Beijing Yanjing Brewery Co.Ltd(000729) , Chongqing Brewery Co.Ltd(600132) and other gains were ahead; Baijiu stocks also strengthened, Xinjiang Yilite Industry Co.Ltd(600197) led, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) , Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Kweichow Moutai Co.Ltd(600519) and other gainers.
For beer stocks, Debang Securities pointed out that in the short term, the first quarter is often the off-season of beer consumption, and it is expected that there will be little impact on beer performance at the sales level. In terms of sub regions, Shaanxi / Henan and other places are the main sales areas of Tsingtao Brewery Company Limited(600600) and there is expected to be some pressure on short-term movable sales. During the Spring Festival, with China’s epidemic prevention entering the normalization of epidemic prevention + dynamic clearing, compared with previous years, the 22 year Spring Festival did not adopt policies such as large-scale flow restriction and food restriction in the hall. It is expected that the consumption during the Spring Festival is better than expected. In the medium and long term, with the normal evolution of the epidemic, it is expected that the impact of the epidemic will be passivated phase by phase. As beer enterprises have actively responded to the recurrence of the epidemic for 2-3 years, it is expected that it will not have an impact on the business potential of heavy beer and other enterprises in the future. In 2022, the beer industry is expected to enjoy the price increase dividend. The ton price of the industry will increase by about 5% – 7%, and the marginal upward slope of ton cost will slow down, which is expected to be about 3% – 4%. Before the peak season in March, we are actively optimistic about the layout opportunities of the beer sector.
For Baijiu stocks, open source securities, said geopolitical reasons, the market has a strong risk aversion. With the superposition of epidemic situation, the consumption of Baijiu based food and beverage decreased more. We are not pessimistic about baijiu. Before the Spring Festival, the manufacturers return the money according to the rhythm. After the festival, some wine enterprises appeared small batch replenishment. The current channel inventory is generally at a reasonable low level. It is expected that most of the liquor companies in the quarterly report will have a strong growth. From the impact of the epidemic on Baijiu in 2020 and 2021, Baijiu consumption will usually rebound strongly after the epidemic is effectively controlled. From the perspective of the whole year, high-end and some sub high-end brands are still expected to maintain good growth Wuliangye Yibin Co.Ltd(000858) personnel landing. Chairman Zeng’s style is steady, which is conducive to the improvement of decision-making efficiency and the company’s focus on market-oriented reform. It is expected that price support measures will be introduced in the future. Once the Wuliangye Yibin Co.Ltd(000858) approval price rises, the price space will be opened, which will be substantially beneficial to Guojiao and sub high-end brands. The current valuation has reached a reasonable interval, Baijiu still optimistic about the follow-up market, priority Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and other targets.
central collection and storage restarted, pork stocks rebounded sharply, or in the second quarter
On March 1, the pork sector rose due to intraday changes. In terms of news, on February 28, huachu.com released the notice on organizing the collection and storage of the first batch of central reserve frozen pork in 2022, saying that according to the arrangement of relevant state ministries and commissions, 40000 tons of central reserve frozen pork will be organized this week, which will be carried out on March 3 and March 4, 2022 respectively.
Earlier that day, 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 was 4.98 to 1, entering the level-1 early warning range of excessive decline determined in the “plan for improving the regulation mechanism of government pork reserves and ensuring the supply and price stability of pork market”. 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. According to preliminary statistics, at present, Beijing, Jiangxi, Hubei, Chongqing, Yunnan, Shaanxi, Ningxia and other places have started collection and storage, and other places will also start in the near future.
Next, the national development and Reform Commission said that it would continue to do a good job in reserve regulation with relevant departments, and further strengthen the collection and storage when necessary, so as to promote the smooth operation of the pig market. It is suggested that farms (households) reasonably arrange production and operation decisions to maintain the overall stability of pig production capacity and the normal rhythm of slaughter and supplement.
For the follow-up trend of pig prices, CITIC futures analysis believes that the national development and Reform Commission will start the collection and storage of pork, which may drag down the spot price in the short term. The supply of live pigs is still sufficient, mainly downward in the large cycle, supplemented by seasonal rebound.
Citic Securities Company Limited(600030) believes that the overall pig supply is still in the stage of surplus. With the traditional consumption off-season after the festival, it is expected that there will still be downward pressure on pig prices and the capacity reduction will continue. At the level of sentiment, the performance of breeding stocks has been repaired, or the performance of listed companies has been at the worst. It is recommended to continue to focus on companies with stable operation and obvious cost advantage.
Zheshang Securities Co.Ltd(601878) believes that the pig price will probably rebound slightly in the short term after each start of pork collection and storage, but it will basically continue the downward trend in the end. Considering that the feed costs such as corn and soybean meal remained high in the first half of the year, the capacity of the industry may be accelerated under the deep loss, or the bottom rebound of pig price may be seen in the second quarter, and a new round of cycle reversal.
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.
