On the morning of December 15, the Shanghai Composite Index rose 0.07% to 3664.19; The Shenzhen composite index fell 0.16% to 15112.15 points; The gem index rose 0.04% to 3496.47.
On the disk, power exchange, UHV and other sectors were active, and many even board stocks continued to rise today. Among them, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) rose by the word limit and ushered in 12 boards; Meisheng Cultural & Creative Corp.Ltd(002699) welcome 6 connecting plates. Previously, Guangdong Shunkong Development Co.Ltd(003039) had a trend of 21 boards after listing.
UHV plate outbreak
On the morning of December 15, the UHV plate broke out, Xi’An Peri Power Semiconductor Converting Technology Co.Ltd(300831) 20% limit, Changshu Fengfan Power Equipment Co.Ltd(601700) , Henan Pinggao Electric Co.Ltd(600312) and many other stocks limit. Source: East Money Information Co.Ltd(300059)
Some institutions predict that by 2025, the length of UHV lines in China is expected to exceed 40000 km (about 40076 km around the earth’s equator).
YueKai Securities said that with the intensive introduction of power grid policies and the continuous implementation of investment planning, the prosperity of UHV power grid related industries will be significantly improved. We can focus on power grid construction project related and material enterprises, as well as equipment manufacturers such as electrical equipment, financial and insulating materials, electronic components and so on.
power exchange concept rose Xj Electric Co.Ltd(000400) limit
On the morning of the 15th, the concept of power exchange was strong, Xj Electric Co.Ltd(000400) trading limit, Flying Technology Co.Ltd(603488) , Nari Technology Co.Ltd(600406) and other stocks increased significantly. Source: East Money Information Co.Ltd(300059)
Under the general trend of rapid growth in the production and sales of new energy vehicles, the market space of power exchange mode is gradually displayed, and policy support is increasing. In mid August, the Ministry of industry and information technology held an online video defense of the pilot application of all Shanxi Guoxin Energy Corporation Limited(600617) vehicle power exchange mode. In late October, the pilot work on the application of new energy vehicle power exchange mode was officially launched.
With the gradual recognition of the power exchange mode, many enterprises have indicated that they will carry out the R & D and layout of the power exchange mode. Dongfeng, Weilai, BAIC, Chang’an, SAIC, Geely and other enterprises have cut into the power exchange track.
China International Capital Corporation Limited(601995) indicates that the profit of the power exchange station is highly dependent on the utilization rate, and the steady-state demand is expected to be 22000-26000 in 2025. Combined with the cost of power station replacement, it is conservatively estimated that 100 times of daily service is about the breakeven point, and better profits can be obtained if it exceeds 160 times. In combination with the estimation of the number of replacement trams and the replacement frequency, and considering the characteristics of the advanced layout of replacement power stations, it is estimated that the number of replacement power stations in China will reach 22000-26000 in 2025, with a corresponding market scale of about 33 billion-52 billion yuan.
San Yang Ma (Chongqing) Logistics Co.Ltd(001317) 12 connecting plate
On the morning of December 15, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) , Meisheng Cultural & Creative Corp.Ltd(002699) , Casin Real Estate Development Group Co.Ltd(000838) , Shunya International Martech (Beijing) Co.Ltd(300612) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) and other board stocks continued to rise.
San Yang Ma (Chongqing) Logistics Co.Ltd(001317) since its listing on November 30, it has been trading for 12 consecutive days. Some investors joked: “the stock rises well, only because the name is good – the sun shines!”
San Yang Ma (Chongqing) Logistics Co.Ltd(001317) established in September 2005, it is a third-party logistics enterprise that mainly provides comprehensive services for the automobile industry and FMCG industry through highway and railway intermodal transport. At present, more than 85% of the company’s revenue comes from automobile logistics business.
According to the list of the stock in recent days, Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, Dongguan securities Xiamen Branch, Orient Securities Company Limited(600958) Shanghai Pudong Yincheng Middle Road business department and other well-known seats are on the list.
Meisheng Cultural & Creative Corp.Ltd(002699) ushered in six companies, which is considered as a meta universe concept stock by the market.
The company’s latest announcement said that the company’s main business income comes from IP derivatives, animation toys and advertising distribution business. The company’s recent business situation and internal and external business environment have not changed significantly. Please pay attention to the transaction risks in the secondary market, make rational decisions and invest prudently.
It is worth noting that Meisheng Cultural & Creative Corp.Ltd(002699) is deeply troubled by the occupation of funds by major shareholders. On December 7, Meisheng Cultural & Creative Corp.Ltd(002699) announced that due to the failure to establish, improve and effectively implement the internal control system, there was a violation that large amounts of funds were occupied by the controlling shareholders for non-profit, involving huge amounts and bad market impact. Shenzhen Stock Exchange decided to punish the company, the controlling shareholder Meisheng Holding Group Co., Ltd., the actual controller Zhao Xiaoqiang, the chairman Zhu Yanyi, the general manager yuan xianmiao Chief financial officer Shi Junlong was publicly condemned.
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(China Securities Journal)
