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the concept of meta universe continues to be popular Shenzhen L&A Design Holding Limited(300949) the “20cm” limit for two consecutive days Meisheng Cultural & Creative Corp.Ltd(002699) four connected boards
The concept of the meta universe continued unabated and erupted again on the 13th. As of press time, Bizconf Telecom Co.Ltd(300578) , Hengxin Shambala Culture Co.Ltd(300081) , Shenzhen L&A Design Holding Limited(300949) and other “20cm” daily limit. It is worth noting that Shenzhen L&A Design Holding Limited(300949) has been “20cm” daily limit for two consecutive days, Meisheng Cultural & Creative Corp.Ltd(002699) recently has four boards and Shanghai Luoman Lighting Technologies Inc(605289) two boards.
On the news side, baidu announced on December 10 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. On December 9 (formerly known as Facebook), metaworld announced that its VR world “Horizon worlds” was officially open to people over the age of 18 in the United States and Canada. From now on, users will no longer need to be invited to enter the beta version of horizon worlds.
Some analysts pointed out that Facebook announced its name change to meta in October and launched the meta universe product “xirang” in December. The capital addition in 2021 is different from the previous round. After the external epidemic stress test and internal business optimization, the enterprise side mostly explores the physical nature of new things, and makes use of the meta universe to explore the fit point with its main business, which is conducive to promoting the benign development of meta universe.
Open source Securities said that based on the freedom and creativity of user participation, the virtual scene built by open world games can better realize the simulation of the real world, which is expected to become the entrance to the meta universe, greatly improve the user scale and duration of the game, and also derive business models other than internal purchase and payment such as advertising and offline cash, At the same time, due to its high R & D and operation threshold, it may further promote the concentration of the game industry; At present, driven by the expected rise in the release of version numbers and the valuation and performance brought by the continuous launch of new games, the game sector still has a high cost performance. Yuanuniverse is expected to continue to be the catalyst for the improvement of valuation. It is recommended to continue to strengthen the allocation, focusing on Perfect World Co.Ltd(002624) , Xinxin company, Shanghai Yaoji Technology Co.Ltd(002605) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) and chuangmengtiandi. The beneficiaries include Tencent holdings, netease-s Roblox、UnitySoftware、MetaPlatforms、 Visual China Group Co.Ltd(000681) 、 Wuxi Boton Technology Co.Ltd(300031) 、 Kunlun Tech Co.Ltd(300418) 、 Inmyshow Digital Technology (Group) Co.Ltd(600556) 。
The brokerage sector rose again Chinalin Securities Co.Ltd(002945) intraday four connected board Zheshang Securities Co.Ltd(601878) and so on
The brokerage sector rose again on the 13th. As of press time, Chinalin Securities Co.Ltd(002945) rose by the limit, Zheshang Securities Co.Ltd(601878) rose by more than 8%, East Money Information Co.Ltd(300059) , Orient Securities Company Limited(600958) rose by about 5%, and Gf Securities Co.Ltd(000776) , China International Capital Corporation Limited(601995) , Zhongtai Securities Co.Ltd(600918) , China Industrial Securities Co.Ltd(601377) rose by more than 3%.
It is worth noting that Chinalin Securities Co.Ltd(002945) has continued to rise sharply recently. On the 12th, the company issued an announcement of abnormal trading fluctuations, saying that the company was concerned about some recent reports on the company by public media. At the beginning of this year, the company comprehensively launched the transformation of science and technology finance, and the investment in science and technology R & D continued to grow; Based on the needs of developing online securities business, the company’s investment in Internet marketing will be further increased; Since this year, the company has continued to recruit scientific and technological financial talents, and the labor cost has increased. The above matters may have a certain impact on the company’s future operating performance. Please pay attention to the investment risk.
For the overall sector, the agency said that the brokerage sector is in the double boom cycle of industry policy and macro liquidity policy, the valuation is still low, the profit boom continues to rise, and continues to be optimistic about the cross-year market of the brokerage sector.
China Securities Co.Ltd(601066) investors are advised to focus on several types of stocks. First, high-quality securities firms and related institutions with core competitiveness in wealth management. The continuous entry of residents’ wealth into the market is the largest business increment faced by the securities industry this year. Such institutions are expected to walk out of the differentiated development path and achieve greater performance flexibility through the development of fund consignment, fund management, domestic and foreign brokerage and other businesses, corresponding to the target East Money Information Co.Ltd(300059) , Gf Securities Co.Ltd(000776) , China Industrial Securities Co.Ltd(601377) Sichuan Shuangma Cement Co.Ltd(000935) 、 Hithink Royalflush Information Network Co.Ltd(300033) 。 Second, under the policy guidance of cultivating aircraft carrier level securities companies, head securities companies are dominant in the long-term growth of business fields such as wealth management, derivatives trading, investment bank underwriting and recommendation, and are expected to continue to grow bigger and stronger through extension acquisition, corresponding to the subject Huatai Securities Co.Ltd(601688) , China International Capital Corporation Limited(601995) (H).
the trend of power sector is active Jiangsu New Energy Development Co.Ltd(603693) , Huaneng Power International Inc(600011) and other daily limits
The power sector had an active intraday trend on the 13th. As of press time, Shenyang Jinshan Energy Co.Ltd(600396) , Jiangsu New Energy Development Co.Ltd(603693) , Huaneng Power International Inc(600011) and other trading limits. In terms of news, recently, ICBC issued the “14th five year plan” for green industrial development to accelerate the transformation of low-carbon energy consumption. The plan proposes that by 2025, remarkable achievements will be made in the green and low-carbon transformation of industrial structure and production mode, green and low-carbon technology and equipment will be widely used, the energy and resource utilization efficiency will be greatly improved, and the green manufacturing level will be comprehensively improved, so as to lay a solid foundation for the carbon peak in the industrial field in 2030.
In recent months, green power favorable policies have been intensively introduced. In September this year, China’s green power trading pilot was officially launched. Green power trading platform is based on power market-oriented trading and provides a power source traceability and certification mechanism, which helps to promote the use of clean power.
Citic Securities Company Limited(600030) pointed out that the development direction of policy guidance is clear, leading infrastructure construction and counter cyclical adjustment; The practice of “double carbon” goal will promote and increase renewable energy consumption. Under the background of “double carbon” development, the rapid development of new energy in the new power system is coordinated with the construction of source, network, load and storage integration. Under the “double carbon” goal, the benefit targets of new energy and new power system construction are mainly recommended: Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Hangzhou First Applied Material Co.Ltd(603806) , Ginlong Technologies Co.Ltd(300763) , Shanghai Liangxin Electrical Co.Ltd(002706) , Dongfang Electric Corporation Limited(600875) , Shenzhen Inovance Technology Co.Ltd(300124) , Longi Green Energy Technology Co.Ltd(601012) , Xinjiang Goldwind Science And Technology Co.Ltd(002202) .
the 14th five year plan of cold chain logistics is released, which is industry leader or concerned (with shares)
On December 12, the general office of the State Council issued the “14th five year plan” for the development of cold chain logistics. The plan puts forward the phased development objectives of cold chain logistics in 2025 and 2035. We should form a “four horizontal and four vertical” national cold chain logistics backbone channel network connected internally and externally. Encourage cold chain logistics enterprises to optimize and integrate resources, expand service network, cultivate leading cold chain logistics enterprises and improve market concentration through merger, reorganization and strategic cooperation. Expand the investment and financing channels of cold chain logistics enterprises, encourage banking financial institutions to increase financing support for qualified cold chain logistics enterprises and improve supporting financial services.
In recent years, the scale of China’s cold chain logistics market has grown rapidly, the construction of national backbone cold chain logistics base and cold chain facilities of origin and land sales has been steadily promoted, and the level of cold chain equipment has been significantly improved. In 2020, the scale of cold chain logistics market will exceed 380 billion yuan, the capacity of cold storage will be nearly 180 million cubic meters, and the number of refrigerated vehicles will be about 287000, which is about 2.4 times, 2 times and 2.6 times respectively at the end of the 12th Five Year Plan. A cold chain logistics service system integrating origin and sales, transportation and warehousing, and logistics and industry has been preliminarily formed. The service functions of cold chain logistics facilities have been continuously expanded, and the whole chain temperature control and whole process traceability have been continuously improved. The development of cold chain drop and hitch transportation and multimodal transport was accelerated. The customs clearance efficiency of cold chain logistics ports has been greatly improved, and the organizational capacity of international cold chain logistics has been significantly enhanced.
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.
Citic Securities Company Limited(600030) further analysis shows that the consensus of market funds on low-level blue chips will be further strengthened. From the perspective of institutional layout, it is expected that with the dust settled at the end of the year, it will gradually become a consensus to avoid the track with sufficient expectations and turn to the varieties whose fundamentals are expected to be still low, the varieties whose valuations are still relatively low, and the high boom varieties whose adjusted share prices are relatively low.
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 pointed out that the consumer / real estate chain sector 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.
