1. It is reported that in the United States, with the approaching holiday at the end of the year, people’s demand for beer, cola and other drinks has also increased. However, as the supply chain crisis continues, there is a shortage of packaging bottles and cans, resulting in an obvious shortage of beverage supply in the U.S. market. According to the latest data released by American data service company, the current supply chain crisis affects the supply of almost every kind of consumer goods in the United States and China, and the shortage rate of beverages is as high as 13%, including soft drinks, beer and spirits.
[comment]: the market demand for cans and beverage bottles has increased, and the shortage of cans is more obvious. According to the data provided by Credit Suisse, about 75% of the new drinks launched this year are packaged in aluminum cans. In the past five years, this proportion is about 30% – 40%. Credit Suisse analysts expect that in North America, the supply of packaging materials such as cans may not keep up with demand until 2025 or 2026. Org Technology Co.Ltd(002701) , Shanghai Zijiang Enterprise Group Co.Ltd(600210) etc.
2. On December 12, the general office of the State Council issued the cold chain logistics development plan for the 14th five year plan, proposing to build a number of comprehensive leading enterprises with strong international competitiveness. Zhang Jiangbo, deputy director of the economic and Trade Department of the national development and Reform Commission, said today that the national development and Reform Commission has studied and formulated the implementation plan for the construction of national backbone cold chain logistics base in the 14th five year plan and the opinions on promoting the high-quality development of cold chain logistics and helping to build a new development pattern, which will be issued and implemented in the near future.
[comments]: 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. Food cold chain accounts for more than 90% of the scale of China’s cold chain logistics industry, while the cold chain circulation rates of fruits and vegetables, meat and aquatic products in China are 35%, 57% and 69% respectively. China’s cold chain logistics still has huge development space. Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Square Technology Group Co.Ltd(603339) etc.
3. According to the latest data of China Academy of communications and communications, the shipment of mobile phones in China market in November was 35.252 million, a year-on-year increase of 19.2%; From January to November, the cumulative shipment volume was 317 million, a year-on-year increase of 12.8%. Puyin international pointed out that the global smartphone shipment in 2022 is expected to return to the level of 2018, the second lowest point before the epidemic. 5g replacement demand in overseas mature markets and natural growth in emerging markets are the main driving forces.
[comment]: it is expected that next year, the supply chain company will follow the recovery trend of the smartphone industry. At the same time, head suppliers have strong horizontal or vertical expansion ability, which can promote the growth rate of the company to be significantly higher than that of the industry. Will Semiconductor Co.Ltd.Shanghai(603501) , Avary Holding (Shenzhen) Co.Limited(002938) etc.
4. Recently, Wu suhai, deputy director of the science and Technology Department of Inner Mongolia Autonomous Region, said at the press conference that Inner Mongolia will build the world’s largest rare earth trading center, promote the upgrading of Baotou rare earth products exchange to a national exchange, and build a rare earth industry pricing center, information center and service center. In addition, the 13th China Baotou Rare Earth Industry Forum will be held in Baotou on December 20.
[comments]: at present, the proportion of rare earth permanent magnet motors in motors is still relatively low. In the future, driven by the motor energy efficiency improvement plan, it is assumed that the annual penetration rate of rare earth permanent magnet motor will increase by 3% from 2022 to 2023, which will drive the demand for neodymium iron boron to 20000 tons every year, and drive the downstream demand of light rare earth to achieve an annual growth rate of more than 20%. China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Advanced Technology & Materials Co.Ltd(000969) etc.
(risk warning: the stock market is risky and investment should be cautious. The above contents and individual stocks are only for investors’ reference and are not used as the basis for investment decision-making.)
(Bandung securities network)
