After rushing up to the high point of the year, A-Shares reappeared and adjusted in early trading today. The Shanghai stock index opened sharply lower, and technology stocks showed a slight strength. The gem index and Kechuang 50 index both rose slightly for the fifth consecutive day, and the transactions between the two cities shrank slightly . On the disk, Yuan universe, aviation, tobacco, covid-19 detection, warehousing and logistics and other sectors were relatively active, with nonferrous metals, coal, building materials, oil and other sectors leading the decline. The net inflow of funds going north was 4.753 billion yuan.
policies protect the cold chain
The cold chain logistics sector bucked the trend and strengthened in early trading, Jiangsu Jingxue Insulation Technology Co.Ltd(301010) opened slightly higher and then rose in a straight line. It rose by 20% in less than 5 minutes, and the half day transaction exceeded the whole day transaction of yesterday; Longzhou Group Co.Ltd(002682) opened the trading limit. Many stocks such as Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Zhejiang Int'L Group Co.Ltd(000411) also opened high and closed the trading limit in a very short time.
On the news side, the State Council recently issued the "14th five year plan" for the development of cold chain logistics. By 2025, a cold chain logistics network will be initially formed that connects the origin and sales of land, covers urban and rural areas and connects China International, basically build a cold chain logistics system that meets China's national conditions and industrial structure characteristics and meets the needs of economic and social development, and significantly improve the ability and efficiency of regulating Shenzhen Agricultural Products Group Co.Ltd(000061) cross seasonal supply and demand and supporting the cross regional circulation of cold chain products, The role of supporting and ensuring national economic and social development has been significantly enhanced.
The development of cold chain logistics is highly related to national strategies such as high-quality life, rural revitalization, expanding domestic demand and healthy China. However, China's Shenzhen Agricultural Products Group Co.Ltd(000061) postpartum loss and food circulation waste are high, and there is still a large gap between cold chain logistics and developed countries. according to the development report of fresh Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain storage and transportation technology in 2021, the loss of Chinese food and fresh Shenzhen Agricultural Products Group Co.Ltd(000061) in circulation is serious, and the direct economic loss is as high as 680 billion yuan every year.
Compared with developed countries, the cold chain circulation rate of fruits, vegetables, meat and aquatic products in the United States is more than 97%, the cold chain transportation rate of fruits, vegetables and aquatic products in Japan is also more than 95% and 90%, and the cold chain circulation rate of meat and poultry has reached 100%, while the cold chain circulation rate of fruits, vegetables, meat and aquatic products in China is 35%, 57% and 69%, respectively.
According to the analysis report on one hundred key enterprises of China's cold chain logistics in 2020 issued by the cold chain Committee of China Wulian, by the end of last year, the market scale of China's cold chain logistics had exceeded 380 billion yuan. The cold chain Committee of China Wulian predicted that by 2025, the market scale of China's cold chain logistics industry is expected to exceed 550 billion yuan.
The huge market and rapid growth also attract many enterprises to layout the cold chain logistics industry. Jiangsu Jingxue Insulation Technology Co.Ltd(301010) recently announced that the board of directors of the company considered and approved the proposal on the establishment of Beijing Branch, Chengdu branch and Guangzhou Branch. Jiangsu Jingxue Insulation Technology Co.Ltd(301010) said that the establishment of the branch will help to maximize the integration of high-quality resources, optimize the company's strategic layout, expand the company's influence and enhance the company's comprehensive competitiveness, so as to give full play to the company's advantages in all aspects.
According to the data, Jiangsu Jingxue Insulation Technology Co.Ltd(301010) is a high-tech enterprise focusing on the R & D, design, production and sales of energy-saving and thermal insulation materials (metal surface energy-saving and thermal insulation sandwich panels and supporting products) for cold storage enclosure system. The company has the integrated and all-round service ability of design, production, installation and maintenance of cold storage enclosure system. It is a well-known overall solution provider of cold storage energy-saving enclosure system in China.
Ping An Securities pointed out that under the condition that the objectives of the 14th five year plan are successfully achieved, the field of cold chain logistics will maintain a relatively rapid development, and relevant enterprises still have sufficient development space. Many enterprises are expected to take advantage of the opportunity of high-quality development of China's cold chain logistics industry to become an industry giant with global influence. In terms of cold chain logistics, it is recommended to pay attention to S.F.Holding Co.Ltd(002352) , JD logistics and Sinotrans Limited(601598) ; In terms of cold chain equipment, it is recommended to pay attention to Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) (cold chain commercial display cabinet) and Moon Environment Technology Co.Ltd(000811) (refrigeration equipment).
covid-19 detection and other plates strengthened against the trend
The Omicron variant of covid-19 virus was detected in Tianjin for the first time in China. Let the epidemic situation, which has been nearly recovered, have twists and turns again, so that the recent strong upward attack of the A-share market opened low today.
The biological vaccine, covid-19 detection and other related plates strengthened against the trend. Covid-19 detection plate opened higher against the trend, and rose nearly 2%, Jiangsu Skyray Instrument Co.Ltd(300165) 20% limit, and many stocks such as Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Andon Health Co.Ltd(002432) , Chimin Health Management Co.Ltd(603222) rose by more than 10%. The biological vaccine sector also opened higher and rose by nearly 2%, with Shandong Sinobioway Biomedicine Co.Ltd(002581) , Beijing Bohui Innovation Biotechnology Group Co.Ltd(300318) and so on rising sharply.
According to data statistics, at present, many covid-19 detection biological companies such as Zhejiang Orient Gene Biotech Co.Ltd(688298) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Autobio Diagnostics Co.Ltd(603658) , Sansure Biotech Inc(688289) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Beijing Hotgen Biotech Co.Ltd(688068) , Zhongyuan Huiji, Maccura Biotechnology Co.Ltd(300463) , Guangdong Hybribio Biotech Co.Ltd(300639) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Rendu biology, Daan Gene Co.Ltd(002030) , Dian Diagnostics Group Co.Ltd(300244) , Zhuo chenghuisheng, kayudi, yousida, an Xu biology, Berger medical and so on publicly stated that, Its listed products will not fail to detect and miss the target of Omicron mutant.
Although the emergence of Omicron mutant has brought new changes to epidemic prevention and control, we should also see that the overall form of global epidemic prevention and control is developing in a good way, and the number of confirmed cases and deaths are declining steadily and rapidly. Moreover, the impact of new changes in the epidemic on the securities market has become weaker and weaker recently, and the share prices of relevant listed companies only show a pulse trend, lacking a trend market.
China International Capital Corporation Limited(601995) said that according to the experimental results disclosed at present, the characteristics of Omicron variant may be high infectivity and high immune escape, but the symptoms are mild. If Omicron is subsequently determined to be a variant with mild symptoms, it will not completely reverse the general direction of marginal improvement in the current global supply chain and price pressure since the epidemic, although disturbances and time delays are difficult to completely avoid.
(E company)
