Today (December 13) A-share differentiation, the Shanghai index gained and lost after 3700 points, and gradually fell in the afternoon, while the gem index fluctuated strongly throughout the day. On the disk, in terms of industries, games, cultural media, electric power, logistics, computer equipment, oil, coal and other industries led the increase; Jewelry, medical services, non-metallic materials, tourism hotels, aerospace and other industries saw a slight correction. In terms of theme stocks, the rise was led by the concept of meta universe, RCS, e-sports, pumped storage and vocational education, while the concept of horse racing, cro and silicone were corrected.
big news came from the yuan universe. The concept stocks of trading limit on the full screen burst, and the general leader was born!
Since the advent of the capital market, the heat has remained high. In early trading today, the meta universe sector of the A-share market broke out again, ranking second only to the NFT concept, and the cloud game concept ranked third. Since its birth, the concept of meta universe has swept the list of gains for many days.
In terms of individual stocks, the list of gains was almost dominated by Yuan universe, Bizconf Telecom Co.Ltd(300578) , Shenzhen L&A Design Holding Limited(300949) opened less than half an hour, successively “20cm” limit, Meisheng Cultural & Creative Corp.Ltd(002699) 4 days and 4 boards, Shanghai Luoman Lighting Technologies Inc(605289) , Hubei Radio & Television Information Network Co.Ltd(000665) limit one after another. Among them, Bizconf Telecom Co.Ltd(300578) “cloud + end + industry” strategy continues to be implemented, and Xinchuang + business meta universe is expected to open long-term development space. The stock was also the first to limit yuan universe concept stocks in early trading today.
In addition to the pursuit of funds, the trading limit of many yuan universe stocks also comes from the continuous good news of Yuan universe. On December 10, baidu announced that it would release the first “domestic meta universe” product “xirang” on December 27. At that time, baidu create 2021 (Baidu AI Developer Conference) will be held in “xirang”. This is China’s first conference held in the meta universe, which can accommodate 100000 people to interact on the same screen at the same time.
more than 100 billion market capitalization stocks soared! Maotai shares hit a six-month high and rebounded more than 40% from their lows
A major feature of the market this morning is that many 100 billion listed value stocks rose sharply, and there was a more obvious trend of lifting heavyweights in the session. Typical stocks include Kweichow Moutai Co.Ltd(600519) with the largest market value in the two cities. According to the market data, Kweichow Moutai Co.Ltd(600519) once rose more than 4% this morning, and the stock price once approached 2200 yuan, a new high in the last six months. Kweichow Moutai Co.Ltd(600519) has been rising continuously recently. The highest price in the morning has increased by more than 40% compared with the low in August this year.
Kweichow Moutai Co.Ltd(600519) has been favored by northbound funds recently, and has been continuously increased by northbound funds recently. From early December to Friday, the cumulative net purchase amount of northbound funds has exceeded 4 billion yuan. In addition to Kweichow Moutai Co.Ltd(600519) , many power and energy stocks with a market value of more than 100 billion yuan rose sharply.
the concept of digital currency became active again Eastcompeace Technology Co.Ltd(002017) the daily limit Qitian Technology Group Co.Ltd(300061) rose
The concept of digital currency was active again on the 13th, Eastcompeace Technology Co.Ltd(002017) limit, Qitian Technology Group Co.Ltd(300061) , Synthesis Electronic Technology Co.Ltd(300479) , Beyondsoft Corporation(002649) , Newcapec Electronics Co.Ltd(300248) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) and so on strengthened. In terms of news, Mu Changchun, director of the digital currency Research Institute of the central bank, recently said that the people’s Bank of China and the Hong Kong Monetary Authority have actively worked together in recent years to explore the role of financial technology and the central bank’s digital currency in improving cross-border payment and facilitating international trade settlement.
Everbright Securities Company Limited(601788) pointed out that with the acceleration of the promotion of digital currency and the approach of the time point of full implementation, various preparations and infrastructure upgrading will be gradually accelerated, and companies in relevant industrial chains will usher in the opportunity of accelerated development. It is suggested to pay attention to three main investment lines: the first main line is to pay attention to the payment hardware market, The promotion of digital currency and the implementation of barcode payment supervision and other policies will drive the iterative upgrading of payment hardware, and the suppliers of intelligent payment equipment at the receiving end and physical hardware wallet at the paying end will benefit. According to the data of the central bank, by the end of the second quarter of 2021, there were 24.0332 million special merchants, 32.7333 million networking machines and tools, and 986700 ATM machines and tools in the inter-bank payment system of bank cards. The above payment hardware will need to be upgraded. There is a large space for upgrading and replacement. It is recommended to pay attention to Xgd Inc(300130) , Urovo Technology Co.Ltd(300531) , Grg Banking Equipment Co.Ltd(002152) , Wuhan Tianyu Information Industry Co.Ltd(300205) , Chutian Dragon Co.Ltd(003040) ;
The second main line suggests paying attention to the bank it upgrading and transformation market. Banks play a great role in the issuance and trading of digital RMB. Due to their legal currency positioning, banks need to upgrade their systems to meet the trading needs of digital currency in the future. As of June 30, 2021, there are 4608 banking financial institutions in China, including 12 joint-stock commercial banks, 6 large state-owned commercial banks There are 3 policy banks with huge market space for bank it transformation. It is recommended to pay attention to Shenzhen Sunline Tech Co.Ltd(300348) , Tansun Technology Co.Ltd(300872) , Guangzhou Kingteller Technology Co.Ltd(002177) , Chase Science Co.Ltd(300941) , Client Service International Inc(300663) , Jiangsu Hoperun Software Co.Ltd(300339) , etc;
The third main line suggests paying attention to the promotion and scenario service companies serving digital RMB. Specifically, third-party payment services and acquiring companies will also benefit from the implementation of digital currency. It is suggested to pay attention to Lakala Payment Co.Ltd(300773) , Xgd Inc(300130) and Hyunion Holding Co.Ltd(002537) .
welcoming favorable policies, the warehousing and logistics sector made efforts to rise Guanghui Logistics Co.Ltd(600603) and other multi stock trading limits
Boosted by favorable policies, the warehousing and logistics sector rose on the 12th, with the daily limit of Longzhou Group Co.Ltd(002682) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Guanghui Logistics Co.Ltd(600603) , Guangdong Gensho Logistics Co.Ltd(603813) , Beijing Changjiu Logistics Corp(603569) , Friend Co.Ltd(605050) . In terms of news, on December 12, the general office of the State Council issued the “14th five year plan” for the development of cold chain logistics, proposing to build a number of comprehensive leading enterprises with strong international competitiveness.
The plan specifies that by 2025, a cold chain logistics network connecting the origin and sales, covering urban and rural areas and connecting China International will be initially formed, a cold chain logistics system in line with China’s national conditions and industrial structure characteristics and meeting the needs of economic and social development will be basically established, and 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 will be significantly improved, The role of supporting and ensuring national economic and social development has been significantly enhanced. 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, the industrial supervision and governance capacity will be basically modernized, and the construction of modern economic system will be strongly supported.
The plan proposes to improve the layout of national backbone cold chain logistics bases, strengthen the construction of production and marketing cold chain centralized distribution centers, supplement the short board of cold chain logistics facilities at both ends, consolidate the foundation of cold chain logistics operation system, and accelerate the formation of efficient three-level cold chain logistics nodes; Relying on the national comprehensive three-dimensional transportation network and combined with the international flow of cold chain products in China, build two cold chain logistics systems serving China’s production and marketing and international import and export; Promote the coordinated operation of trunk and branch logistics and distribution at both ends, and build a China international integrated cold chain logistics network with intensive facilities, efficient transportation, high-quality service, safety and reliability. “Three-level nodes, two systems and integrated network” are integrated and linked to form a “321” cold chain logistics operation system.
In this regard, Ping An Securities pointed out that 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. The food cold chain accounts for more than 90% of the scale of China’s cold chain logistics industry. In terms of food cold chain circulation rate, 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, aquatic products and other products in Japan is also more than 95% and 90%, and the cold chain circulation rate of meat and poultry has reached 100%, while that of fruits, vegetables, meat The cold chain circulation rates of aquatic products are 35%, 57% and 69% respectively. There is a big gap. Under the condition that the objectives of the 14th five year plan are successfully achieved, the cold chain logistics field will still maintain a relatively rapid development, and relevant enterprises still have sufficient development space. Many enterprises are expected to take advantage of the high-quality development opportunity 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).
Inner Mongolia is building the world’s strongest rare earth raw material base, and the price of core assets with global pricing power will have a revaluation opportunity
According to China news network, at the press conference of the 13th China Baotou Rare Earth Industry Forum held here on the 12th, officials said that by 2025, the output value of rare earth industry in Inner Mongolia will reach 100 billion yuan. At present, the local area is building the world’s strongest rare earth raw material base.
In order to achieve this goal, Inner Mongolia will accelerate the construction of the national rare earth functional material innovation center, actively strive for the national rare earth new material technology innovation center, attract and cultivate a large number of high-end rare earth enterprises, high-end innovative talents and highly skilled talents by building a large platform and gathering large resources, and solve major bayonet technical problems, Strive to obtain a number of important intellectual property rights and original technologies.
Meanwhile, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) announced the listing price of rare earth products in December. Among them, lanthanum oxide was quoted at 10800 yuan / ton, cerium oxide at 10800 yuan / ton, which was the same as that of the previous month. Praseodymium and neodymium oxide were quoted at 816900 yuan / ton, up 7.12% from the previous month, neodymium oxide was quoted at 892000 yuan / ton, up 12.64% from the previous month, metal praseodymium and neodymium was quoted at 995000 yuan / ton, up 6.99% from the previous month, and metal neodymium was quoted at 1085000 yuan / ton, up 12.44% from the previous month.
Northeast Securities Co.Ltd(000686) pointed out that the year-end indicators of rare earth are tight, the supply shrinks, and the contradiction between supply and demand may intensify. On the supply side, the overall indicators were insufficient at the end of the year, there was a shortage of raw ore in the market, some separation enterprises reduced production, a few enterprises were limited at the same time, and the operating rate fell to less than 50%; Some Sino Myanmar ports are open, but the failure to export auxiliary materials and manpower shortage may still restrict the large import of Myanmar minerals. On the demand side, downstream businesses have strong replenishment mood before the Spring Festival. Therefore, in the short term, the contradiction between supply and demand may further intensify, and the driving force for the rise of rare earth prices is sufficient. In the long run, rare earths are at the starting point of a new era of supply and demand reconstruction, and the valuation system is being reconstructed. Rare earth is expected to reproduce the logic of high demand for lithium and cobalt new energy in history in the future, and its supply side is even better than lithium and cobalt, so as to grasp the opportunity of revaluation of core asset prices with global pricing power. Related subjects: China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , China Minmetals Rare Earth Co.Ltd(000831) , Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Shenghe Resources Holding Co.Ltd(600392) , Xiamen Tungsten Co.Ltd(600549) , etc.
northbound funds significantly increase positions in the blue chip sector of consumer stocks, or lead the cross year market
In the past month, the consumer sector with poor performance this year has significantly warmed up, and low-level sectors such as finance have made up for the rise. From the perspective of comprehensive institutions, northbound funds significantly increased their holdings in the food and beverage sector, superimposed with price rise expectations and consumption recovery, and the large consumption sector is expected to continue to lead this round of cross year market.
Guotai Junan Securities Co.Ltd(601211) the securities strategy team said that the data of social zero (total retail sales of social consumer goods) in October increased by 4.9% year-on-year and 0.4% month on month, which was higher than the market expectation as a whole. Behind this weak recovery, it reflects the recovery of mass consumption and the resilience of the real estate chain, and consumer demand has been repaired. In the future, the consumer market will be opened by the main line of price rise, and with the higher than expected toughness of the demand side, the consumer market will expand and spread. It is suggested that the direction of Baijiu, pig, household appliances, furniture and social service / tourism should be focused on supporting and weakening negative expectations.
The strategy team of Anxin securities also believes that the consumer / real estate chain sector has ushered in the valuation repair market. But looking back, the valuation of the repair rate is expected to be more dependent on the fundamentals of improvement, and focus on the first quarter of next year, with a “start” expectations, and expect volume and price rise of high-end Baijiu plate.
