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covid-19 detection and biological vaccine concept rose Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Jiangsu Skyray Instrument Co.Ltd(300165) and so on
Covid-19 detection and biological vaccine concept rose on the 14th. As of press time, the share prices of Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Jiangsu Skyray Instrument Co.Ltd(300165) , Beijing Bohui Innovation Biotechnology Group Co.Ltd(300318) , Andon Health Co.Ltd(002432) , Beijing Hotgen Biotech Co.Ltd(688068) and other covid-19 detection concepts rose sharply; In terms of the concept of biological vaccine, Chongqing Zhifei Biological Products Co.Ltd(300122) , Shandong Sinobioway Biomedicine Co.Ltd(002581) , Shenzhen Easttop Supply Chain Management Co.Ltd(002889) also performed well.
In terms of news, according to Xinhua news agency, the reporter learned from Tianjin epidemic prevention and control headquarters on December 13 that the Municipal Center for Disease Control and prevention sequenced and sequenced the whole genome of covid-19 virus in respiratory specimens of asymptomatic infected persons imported from outside Tianjin on December 9, which was reviewed by China Center for disease control and prevention, The Omicron variant of covid-19 virus (b.1.1.529 evolutionary branch) was confirmed. Those infected in Tianjin are immigration closed-loop control personnel and are currently treated in isolation in designated hospitals. It is reported that this is the first discovery of the Omicron variant of covid-19 virus in China.
Anxin Securities believes that with the discovery of Omicron with a large number of mutations and possibly more infectious and harmful in South Africa, the further promotion of home self inspection products in the United States and the upcoming spring semester in January next year, it will continue to stimulate the demand for covid-19 detection. Based on the judgment of future industry trends, it is estimated that the total market scale of covid-19 detection in Europe and the United States is expected to reach US $3.391 billion in 2022, equivalent to about 22 billion yuan.
It is reported that at present, covid-19 detection biology 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, anxiu biology and Berger medical have publicly stated that, Its listed products will not fail to detect and miss the target of Omicron mutant.
warehousing and logistics sector is active again San Yang Ma (Chongqing) Logistics Co.Ltd(001317) gained 11 Longzhou Group Co.Ltd(002682) daily limit for two consecutive days
The warehousing and logistics sector was active again on the 14th. As of press time, Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Pegasus international, Longzhou Group Co.Ltd(002682) and other trading limits. It is worth noting that San Yang Ma (Chongqing) Logistics Co.Ltd(001317) has been trading continuously since its listing on November 30, and has gained 11 trading boards so far. In addition, Longzhou Group Co.Ltd(002682) rose for two consecutive trading days.
In terms of news, the general office of the State Council recently issued the “14th five year plan” for the development of cold chain logistics to strengthen top-level design and work guidance and promote the high-quality development of cold chain logistics. According to the plan, by 2025, a cold chain logistics network connecting the origin and land sales, covering urban and rural areas and connecting China International will be initially formed, and a cold chain logistics system that meets China’s national conditions and industrial structure characteristics and meets the needs of economic and social development will be basically built. About 100 national backbone cold chain logistics bases will be constructed, and a three-level cold chain logistics node facility network with the national backbone cold chain logistics base as the core, production and marketing cold chain centralized distribution center and cold chain logistics facilities at both ends as the support will be basically built. The large-scale organization efficiency of cold chain logistics has been greatly improved, the level of technical equipment, standardization, intelligence and greening have been significantly improved, the cost level has been significantly reduced, and the service capacity has been significantly enhanced, forming a number of comprehensive leading enterprises with strong international competitiveness. Shenzhen Agricultural Products Group Co.Ltd(000061) postpartum loss and food circulation waste were significantly reduced. Basically establish a regulatory mechanism of “government supervision, enterprise self-management, industry self-discipline and social supervision”. Looking forward to 2035, the modern cold chain logistics system will be fully completed, the facility network, technical equipment and service quality will reach the world advanced level, and the industry supervision and governance capacity will basically be modernized.
In this regard, Soochow Securities Co.Ltd(601555) pointed out that the introduction of the 14th five year plan of cold chain logistics fully demonstrates the importance that policy makers attach to cold chain logistics. 1) Long term background: industrial upgrading and expansion of domestic demand, comprehensive upgrading of modern agriculture, food industry, pharmaceutical industry and service industry, and increasing demand for high-quality, refined and personalized cold chain logistics services; During the 14th Five Year Plan period, with the continuous upgrading of consumption structure of urban and rural residents, higher requirements are put forward for cold chain logistics. 2) Short term factors: strengthen the new requirements of cold chain logistics for cold chain product safety and epidemic prevention and control. Especially since the outbreak of covid-19 pneumonia, cold chain logistics has undertaken the arduous task of ensuring the safe distribution of vaccines and the stable supply of food. It is required to improve the professional service and emergency treatment capacity of cold chain logistics. 3) International factors: implement high-level opening to the outside world, create new opportunities for the development of cold chain logistics, deepen trade exchanges with relevant countries, expand the scale of food import and export, and promote the integration of China’s international cold chain logistics standards. 4) Double carbon goal: the energy consumption level of cold chain logistics, warehousing, transportation and other links is high. Under the background of achieving the goal of carbon peak and carbon neutralization, it is faced with the prominent contradiction between scale expansion and carbon emission control.
the military industry sector rose Zhengzhouj&Thi-Techco.Ltd(300845) “20cm” limit Yunnan Xiyi Industrial Co.Ltd(002265) 7 connecting plates
The military industry sector rose in intraday shock on the 14th. As of press time, Zhengzhouj&Thi-Techco.Ltd(300845) “20cm” limit, Yunnan Xiyi Industrial Co.Ltd(002265) , Dianguang Explosion-Proof Technology Co.Ltd(002730) , Ygsoft Inc(002063) , Aecc Aero Science And Technology Co.Ltd(600391) , Baota Industry Co.Ltd(000595) and other “10cm” limit.
It is worth noting that recently Yunnan Xiyi Industrial Co.Ltd(002265) has been trading for seven consecutive trading days. On December 3, the company disclosed the reorganization plan and planned to purchase 100% equity of construction industry held by it by issuing shares and paying cash to ordnance equipment group. After this transaction, the company’s main business mainly includes military products and civil products. With military products business as the core, military products are mainly full caliber firearms and light weapons equipment. Civil products mainly include automobile steering system, transmission system, braking system, precision forging products, engine connecting rod and other automobile parts products, as well as civil and military dual-use products such as civil guns and optical sight.
For the overall sector, China Securities Co.Ltd(601066) Securities pointed out that the current military industry is spreading from local prosperity to overall prosperity, and is expected to peak again in 2022. The main logic includes the following aspects: first, the upward trend of the defense budget on the demand side remains unchanged, and the military expenditure in the 14th five year plan is expected to maintain a steady growth; Second, the prosperity of the industry has spread in an all-round way, and the reform dividend drives the double improvement of the number and quality of listed companies; Third, the spillover effect of military industry is becoming more and more significant, and growth stocks are expected to burst out; Fourth, the voice of medium and long-term funds is gradually improved, and the same frequency resonance of industry + capital is expected to open a new journey.
industry leaders raise the price of titanium dioxide: the industrial chain cuts into the new energy industry and ushers in the value revaluation
Lb Group Co.Ltd(002601) on December 13, it was announced that according to the market demand of titanium dioxide and the rise of raw material prices, the company’s price committee decided that since January 1, 2022, the sales price of various models of titanium dioxide (including sulfuric acid titanium dioxide and chlorination titanium dioxide) of the company will be increased by 1000 yuan / ton to various customers in China on the basis of the original price, Increase by $150 / ton for various international customers.
Huaan Securities Co.Ltd(600909) pointed out that on August 25, the Ministry of industry and information technology said in a letter on the reply to the proposal No. 1341 (Gongjiao post and telecommunications No. 197) of the fourth session of the 13th National Committee of the CPPCC that the relevant departments are preparing the national reserve development plan for the 14th five year plan and will fully consider the proposal to include titanium dioxide into the national strategic resource reserve. Titanium dioxide has a wide range of applications. It is an essential industrial raw material for the production of coatings, plastics, papermaking and other products. The state attaches great importance to the development of titanium dioxide industry and actively promotes the industrialization of new processes and comprehensive utilization of resources. The Ministry of industry and information technology pointed out that China’s ilmenite reserves rank first in the world. It is also the largest producer and consumer of titanium dioxide in the world. The market supply is sufficient and the safety guarantee ability is strong.
At the same time, the core of the change in the valuation system of titanium dioxide enterprises lies in the future development direction of enterprises. Leading enterprises are expected to quickly enter the new energy iron phosphate industry through the comprehensive utilization of titanium dioxide industry chain. In the context of the upward prosperity of titanium dioxide, the increasing demand and the limited new supply, the price of titanium dioxide is rising. Some titanium dioxide enterprises, such as Lb Group Co.Ltd(002601) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Anhui Annada Titanium Industry Co.Ltd(002136) , began to enter the field of new energy, produce iron phosphate or lithium iron phosphate, and realize the coupling of titanium industry chain and new energy industry chain. Titanium dioxide enterprises are expected to use by-products such as waste acid and ferrous sulfate as raw materials for the production of iron phosphate to greatly reduce production costs. With the accelerated layout of titanium dioxide enterprises in the field of new energy cathode materials, the titanium dioxide industry chain is expected to usher in value revaluation. It is recommended to invest in titanium dioxide enterprises with cost advantages and accelerate the layout of iron phosphate or lithium iron phosphate materials, and pay attention to Lb Group Co.Ltd(002601) .
the production and marketing of new energy vehicles continued to reach a new high, and the industrial chain entered a high-speed growth stage (with shares)
According to the statistical analysis of China Automobile Industry Association, in November 2021, automobile production and sales continued to decline year-on-year. Although there is great downward pressure, there are still many bright spots in the industry. First, the market demand for new energy vehicles is still strong, and the production and sales continue to reach a new high. The cumulative output has exceeded 3 million, and the sales volume is close to 3 million. The cumulative sales penetration rate from January to November has increased to 12.7%. At present, consumers are more and more receptive to new energy vehicles, and the new energy vehicle market has shifted from policy driven to market driven; Second, in November, automobile exports also continued to maintain high-speed growth year-on-year; Third, the share of Chinese brand passenger cars has maintained growth for 8 consecutive months year-on-year.
Galaxy Securities believes that in 2021, due to the shortage of global automobile chip supply due to epidemic and extreme weather, the terminal production reduction caused by the global automobile chip supply has put the industry into a mismatch state where demand exceeds supply. With the gradual recovery of the supply chain, the total automobile sales will rise slightly year-on-year in 2022, which is expected to reach around 26.5 million vehicles. The penetration rate of new energy vehicles has increased significantly. We expect that the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles will be around 6.11 million in 2022, and the global sales volume will be close to 12 million.
Citic Securities Company Limited(600030) pointed out that the high-quality models of mainstream automobile enterprises have been launched continuously to improve the industry boom, and the upward trend of the industry is clear. The policy environment in the United States has warmed up, and the local new energy vehicle industry is expected to return to high growth. Tesla is expected to continue to lead the global trend of electrification. The global new energy vehicle industry chain has entered a stage of rapid growth. At the current time, it is recommended to continue to grasp the opportunities of high-quality targets in the global electrification supply chain, especially Tesla, Contemporary Amperex Technology Co.Limited(300750) , LG Chemical Supply Chain, including: 1) battery / motor link Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) (a + H), Eve Energy Co.Ltd(300014) , Sunwoda Electronic Co.Ltd(300207) , Tongling Jingda Special Magnet Wire Co.Ltd(600577) ; For Shenzhen Dynanonic Co.Ltd(300769) , Cngr Advanced Material Co.Ltd(300919) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Ningbo Shanshan Co.Ltd(600884) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Capchem Technology.Ltd(300037) , Xiamen Tungsten Co.Ltd(600549) of lithium battery materials, it is recommended to pay attention to Yunnan Energy New Material Co.Ltd(002812) , Shenzhen Kedali Industry Co.Ltd(002850) , Guangzhou Tinci Materials Technology Co.Ltd(002709) ; 2) Upstream equipment and resources: Ganfeng Lithium Co.Ltd(002460) etc., pay attention to Zhejiang Hangke Technology Incorporated Company(688006) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) ; 3) Thermal management supply chain: Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) (thermal management), Zhejiang Yinlun Machinery Co.Ltd(002126) (thermal management), Ningbo Tuopu Group Co.Ltd(601689) etc.
the levy agency for wind farm transformation and upgrading suggests paying attention to China’s old wind power operators (with shares)
In order to standardize the management of wind farm transformation, upgrading and decommissioning and promote the high-quality development of wind power industry, the National Energy Administration organized relevant units to study and draft the management measures for wind farm transformation, upgrading and decommissioning and solicit opinions from the public. According to the opinion, wind farms that have been connected to the grid for more than 15 years are encouraged to carry out transformation, upgrading and decommissioning.
Anxin Securities pointed out that recently, the National Energy Administration issued the management measures for the transformation, upgrading and decommissioning of wind farms for comments, encouraging the transformation, upgrading and decommissioning of wind farms that have been connected to the grid for more than 15 years. The measures put forward that the projects with the operation period of the wind farm less than 20 years and the cumulative power generation does not exceed the subsidized power of the whole life cycle of the project before the transformation continue to enjoy the subsidy. The annual subsidized power is 5% of the subsidized power of the whole life cycle of the project before the transformation, and the subsidized power of the on grid electricity price of the project shall be implemented according to the original project electricity price policy, The remaining electricity shall be implemented according to the electricity price policy of the year when the project is re filed. Due to the superior wind resources in the location of early wind power projects, the old fans will continue to benefit from high-quality wind resources after the transformation of “replacing small with large”, which is expected to usher in the double growth of installed capacity and utilization hours, and the operation efficiency is expected to be greatly improved. At the same time, due to the early entry of old wind power enterprises into the industry, the proportion of wind power projects put into operation in the early stage is relatively large. After the transformation, the overall installed capacity of the company will be greatly improved, bringing greater performance flexibility. It is suggested to pay attention to China’s old wind power operators, such as Longyuan Power (H), Datang new energy (H), Cecep Wind-Power Corporation(601016) .
