Today (December 10), A-Shares fluctuated narrowly, and the gem index performed better than the Shanghai index. On the disk, in terms of energy, metals and industries, cultural media, auto parts and wind power equipment led the increase; Shipbuilding, diversified finance, software development, coal, securities and other industries made a slight correction. In terms of subject stocks, salt lake lithium, Yuan universe, film and television concept, blade battery, etc. led the rise, while pumped storage, low-carbon metallurgy, brokerage concept, helium concept, etc. made a slight correction.
industrial machine concept surged Shenzhen Maxonic Automation Control Co.Ltd(300112) “20cm” limit Suzhou Mingzhi Technology Co.Ltd(688355) and so on
The industrial machine concept rose in intraday shock on the 10th. As of press time, Shenzhen Maxonic Automation Control Co.Ltd(300112) “20cm” limit, Suzhou Mingzhi Technology Co.Ltd(688355) , Hunan Yujing Machinery Co.Ltd(002943) , Oke Precision Cutting Tools Co.Ltd(688308) and other outstanding performances.
Forward looking Industry Research Institute recently pointed out that at present, China has become the world’s largest machine tool market, and CNC machine tools have become the mainstream of machine tool consumption. It is estimated that the market scale of China’s CNC machine tools will exceed 620 billion yuan by 2026. According to Gardner’s statistical survey data on the world machine tool industry, the global machine tool consumption in 2019 was US $82.1 billion, of which the consumption of China’s machine tool industry reached US $22.3 billion, equivalent to nearly 160 billion yuan, accounting for 27% of the global machine tool consumption; The production end is similar to the consumer end. In 2019, the global machine tool output value was US $84.2 billion, of which China, as the world’s largest machine tool producer, had an output value of about US $19.4 billion in 2019, equivalent to nearly RMB 130 billion, accounting for 23.1% of the world. The huge market is the premise of breeding leading enterprises. China’s 100 billion market provides soil for the birth of leading machine tool enterprises.
The Pacific Securities Co.Ltd(601099) Securities pointed out that the application fields of CNC machine tools are very wide, mainly including aerospace, shipbuilding, automobile, engineering machinery, power equipment, industrial molds and so on. The higher the level of numerical control, the stronger the overall manufacturing strength of the country. According to the data of the National Bureau of statistics, China’s numerical control rate has increased from 28.38% in 2013 to 43% in 2020. Although China’s machine tool numerical control rate has increased significantly, compared with the numerical control rate of more than 80% in foreign developed countries, such as Germany and Japan, China’s numerical control rate is still at a low level, There is still broad room for improvement in the future. In addition, the replacement cycle of machine tools is generally 10 years, with the highest demand in 2011 and the renewal and replacement cycle in 2021. Under the trend of incremental substitution and stock renewal, the demand potential of China’s machine tool industry is huge.
lithium resource stocks are active again. There is still room for lithium price rise. Which enterprises will benefit first?
Today (December 10), the salt lake lithium extraction plate rose sharply. In terms of individual stocks, China Aluminum International Engineering Corporation Limited(601068) , East China Engineering Science And Technology Co.Ltd(002140) limit, Vontron Technology Co.Ltd(000920) , Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) , Zangger mining and other stocks rose the most. According to the data of The Pacific Securities Co.Ltd(601099) Securities Research Report, the price of lithium rose throughout 2021. The price of battery grade lithium carbonate hit the bottom in 2020q3, with the lowest falling below 40000 / T, and then began to rebound and rise. It rose all the way from 50000 yuan / T in Q4 in 2020, doubled for the first time in the third quarter of this year to 100000 yuan / T, and doubled for the second time in the fourth quarter of this year to 200000 yuan / T.
Huaxi Securities Co.Ltd(002926) also believes that at present, countries all over the world regard lithium resources as strategic mineral resources, so it is very important to ensure the supply security of lithium metal minerals and establish a local supply chain. At the same time, with the continuous rise in the price of lithium concentrate, we will also find that the profits of non integrated lithium salt processing enterprises are gradually thinning, and the profits have largely moved to the resource side.
In terms of specific benefit targets, Everbright Securities Company Limited(601788) pointed out that the high price of lithium concentrate is still good for enterprises with high self-sufficiency rate of lithium resources. It is recommended to pay attention to Tianqi Lithium Corporation(002466) , Youngy Co.Ltd(002192) , Ganfeng Lithium Co.Ltd(002460) ; The construction of a world-class Salt Lake industrial base in Qinghai has been mentioned again. China’s independently controllable salt lake resources are of great strategic significance. It is suggested to pay attention to Qinghai Salt Lake Industry Co.Ltd(000792) , Keda Industrial Group Co.Ltd(600499) , Sunresin New Materials Co.Ltd Xi’An(300487) .
continuous net inflow of foreign capital and 20cm limit of multiple stocks! The concept of meta universe “comeback”
Today (December 10), yuanuniverse concept stocks rose sharply, Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Guangzhou Wahlap Technology Corporation Limited(301011) , Shenzhen L&A Design Holding Limited(300949) many stocks rose by 20%, and Troy Information Technology Co.Ltd(300366) , Col Digital Publishing Group Co.Ltd(300364) , Guangzhou Wahlap Technology Corporation Limited(301011) all rose greatly. Since the beginning of this year, driven by the growth of demand for new energy vehicles, the price of lithium iron phosphate has also risen all the way. According to the SMM spot quotation, as of December 2, the average spot price of power lithium iron phosphate exceeded 90000 yuan / ton, an increase of 3000 yuan / ton over the previous month, a new high in three years.
Galaxy Securities pointed out that, on the one hand, manufacturers’ stock up for the Spring Festival at the end of the year may amplify the demand for lithium salts in the short term. On the other hand, the output of lithium extracted from China’s salt lakes has declined since winter, which will gradually aggravate the tight supply of lithium salt in China. On the demand side, the shortage of lithium resources resonates with the joint force of stock preparation and replenishment at the end of the Spring Festival, and the price of lithium is expected to rise across the year.
national policies in many places support the development of hydrogen energy related industrial chains or attract attention
According to media reports, the decision of the CPC Sichuan Provincial Committee on promoting the high-quality development of green and low-carbon advantageous industries guided by the goal of carbon peak and carbon neutralization was recently issued. It is mentioned that we should actively develop the hydrogen energy industry, comprehensively promote the safe production of hydrogen energy and the whole chain development of “production, storage, transmission and use”, carry out pilot demonstration of hydrogen energy operation, enrich application scenarios, build an important hydrogen energy industry base in China, support Chengdu to build a “green hydrogen city” and Panzhihua to build a hydrogen energy industry demonstration city.
National policies support the development and construction of hydrogen energy. China Securities Co.Ltd(601066) Securities believes that hydrogen energy is one of the important carriers of energy revolution. It has broad application potential in using non fossil energy power and improving electrification rate, and is an important supplement to power. From the current situation to “peak” to “net zero”, the utilization scale of hydrogen is expected to increase more than three times, close to 100 million tons per year. At a time when the industrial development is still in the introduction period, the strength and rhythm of policy support are very key, and the competition pattern is far from clear. Considering the high demand and direct promotion effect of industrial development policies on technological progress, investors are advised to pay attention to the targets with relatively obvious technological advantages: Beijing Sinohytec Co.Ltd(688339) , Shenzhen Center Power Tech.Co.Ltd(002733) , Dongyue Group (covered by the chemical group), Sinoma Science & Technology Co.Ltd(002080) , Houpu Clean Energy Co.Ltd(300471) .
Citic Securities Company Limited(600030) pointed out that the expectation of the introduction of top-level policies in the industry may bring a new round of catalyst for hydrogen energy companies and promote a new round of rise in share prices. With the increase of distribution enterprises and the appearance of policy effects, the expectation of accelerating industry industrialization is more certain. Continue to recommend companies with active layout and first mover advantages in all links of the hydrogen energy industry chain: the leader of fuel cell system Beijing Sinohytec Co.Ltd(688339) , Shanxi Meijin Energy Co.Ltd(000723) , Dongfang Electric Corporation Limited(600875) , Weichai Power Co.Ltd(000338) of the whole industry chain layout, Dongyue Group with breakthrough in proton exchange membrane, the key material of fuel cell, and Moon Environment Technology Co.Ltd(000811) with sufficient technical reserves in hydrogen energy compression equipment.
the digital RMB test has made significant progress in Hong Kong. Pay attention to the industrial chain opportunities (with shares)
On December 9, Mu Changchun, director of the digital currency Research Institute of the people’s Bank of China, said at the “Joint Seminar on the positioning and Prospect of Hong Kong International Financial Center” 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 payments and facilitating international trade settlement, The first cooperation project is the test of digital RMB cross-border payment technology.
Guosheng Securities believes that the central bank’s digital currency is an important frontier topic of common concern between China and the international central bank. So far, many countries or organizations such as the United States and the European Union have indicated that they are studying it, and the landing of China’s digital RMB is at the forefront. Continuing to develop and support digital RMB will help China gain more voice and international cooperation opportunities.
According to the performance of Huachuang securities, from the analysis of the industrial chain, there are two big opportunities and four small opportunities for the promotion of digital RMB. The big opportunity is the linkage upgrading of multiple markets and industries brought by capital flow + information flow + new experience. The two major opportunities are to open the circulation blocking point in the consumer payment information market and adapt to the hardware upgrade brought by the new form of payment in the meta universe. The small opportunity is that the emergence of digital RMB will bring about the need to upgrade and transform the corresponding social supporting facilities into rigid needs, and upgrade various infrastructure. The four small opportunities are the production of machines and tools in the payment industry chain, the iteration of bank IT services, the occupation of the original third-party platform market by commercial banks and the change in the pattern of third-party digital payment platforms. It is recommended that the digital currency payment acceptance terminal pay attention to Xgd Inc(300130) , Newland Digital Technology Co.Ltd(000997) , Guangzhou Kingteller Technology Co.Ltd(002177) , Urovo Technology Co.Ltd(300531) , Grg Banking Equipment Co.Ltd(002152) , Wuhan Tianyu Information Industry Co.Ltd(300205) , Chutian Dragon Co.Ltd(003040) , Shenzhen Minde Electronics Technology Ltd(300656) ; 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) and so on; Third party payment institutions suggest paying attention to Lakala Payment Co.Ltd(300773) and Hyunion Holding Co.Ltd(002537) ; Commercial banks suggest paying attention to China Merchants Bank Co.Ltd(600036) .
the Ministry of civil affairs studies and formulates pension service policies, and the pension industry welcomes development opportunities (with shares)
On December 9, the State Information Office held a press conference on opinions on strengthening the work of aging in the new era. Li Banghua, head of the elderly care service department of the Ministry of civil affairs, said that according to the relevant deployment of the central government, the Ministry of civil affairs is working with relevant departments to study and formulate a policy document on improving the basic elderly care service system. At present, the document is in the process of formulation. Hao Fuqing, head of the social development department of the national development and Reform Commission, said that he would actively work with relevant departments to study and prepare relevant special plans and strengthen systematic planning in the fields of elderly care service system, health support system, elderly products industry, scientific and technological intelligent upgrading and so on; Increase the R & D and manufacturing of elderly products, actively develop intelligent products suitable for the elderly, and guide the development of elderly industrial clusters. Wang Ke, deputy director of the Department of building energy conservation and science and technology of the Ministry of housing and urban rural development, said that he would vigorously promote the construction of a livable environment for the elderly and accelerate the construction of an age-friendly society in combination with urban renewal and the transformation of old urban communities.
Western Securities Co.Ltd(002673) pointed out that on November 24, the CPC Central Committee and the State Council issued the opinions on strengthening the work on aging in the new era, which put forward programmatic requirements for the elderly care service system, the construction of an elderly friendly society and the development of industries suitable for the elderly. We understand it as the further refinement and extension of the “national strategy for population aging” in the 14th five year plan, which can be roughly summarized into four levels: the elderly care service system, the elderly health support system, the construction of an age-friendly society and the development of industries suitable for the elderly. From the perspective of international experience, Japan, the United States and South Korea are mature and worthy of reference. Development opportunities of China’s pension industry: 1) pension real estate / institutional industry direction: a high combination of marketization and government support; 2) Direction of elderly care industry: medical devices, nursing facilities and intelligent elderly care; 3) Direction of education and entertainment industry for the elderly: online education and travel sports with social attributes.
