In early trading today, A-Shares strengthened across the board, the Shanghai Stock Index stood at 3600 points, the gem index and Kechuang 50 both rose by nearly 2%, and the Shanghai and Shenzhen 300 and Shanghai Stock Exchange 50 both reached a new high in nearly a month and a half. On the disk, defense sector, Baijiu, hydrogen energy, energy storage and other sectors are among the top three, and coal, construction machinery, real estate and other sectors are among the top ones. More than 3300 stocks in the two cities rose, with a net inflow of 7.039 billion yuan.

this morning, Baijiu shares continued to rise, the number of Baijiu Fen Liquor Group rose five, and Kweichow Moutai Co.Ltd(600519) shares rose to 2000 yuan mark, the first time since July 21st. Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Shanghai Guijiu Co.Ltd(600696) limit, Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , Anhui Yingjia Distillery Co.Ltd(603198) , Anhui Golden Seed Winery Co.Ltd(600199) and other collective heights.

The food processing sector followed the strong trend, Suzhou Weizhixiang Food Co.Ltd(605089) closed the limit, and Ganso Co.Ltd(603886) , Angel Yeast Co.Ltd(600298) , Ganyuan Foods Co.Ltd(002991) , Chongqing Fuling Zhacai Group Co.Ltd(002507) rose by more than 5%.

the whole military industry chain with high vision rose

In early trading, all sectors of military stocks were active, with subdivided ships and satellite navigation sectors rising by more than 2%, and UAVs, national defense and military industry, military civilian integration and other sectors also rising by more than 1%. North Chemical Industries Co.Ltd(002246) , Aerosun Corporation(600501) , Sichuan Chengfei Integration Technology Corp.Ltd(002190) , Kuang-Chi Technologies Co.Ltd(002625) and other batch limit increases. Among them, Hunan Tyen Machinery Co.Ltd(600698) and Yunnan Xiyi Industrial Co.Ltd(002265) with the strongest strength all rose for three consecutive one word limits.

Under the guidance of the “strong military goal”, the fundamentals of Listed Companies in the military industry have generally improved significantly. Statistics show that the military industry achieved a total revenue of 275.504 billion in the third quarter of this year, a year-on-year increase of 24.20%, and a net profit of 27.619 billion, a year-on-year increase of more than 50%. In the third quarter, the gross profit margin of the military industry sector increased by 0.72 percentage points year-on-year to 24.58%, the net profit margin increased by 1.87 percentage points to 10.03%, and the profitability continued to improve.

The market has formed a high consensus on the high outlook of the military industry sector, and all kinds of funds have flowed in. At the end of the third quarter of 2021, the market value of positions in the military industry sector of public funds hit a record high, and the proportion of active allocation continued to rise month on month. Taking the national defense and military ETF as an example, the fund share has doubled since this year, and the growth continues to accelerate. In the past two weeks, the fund share has soared by more than 30%.

China Securities Co.Ltd(601066) pointed out that at present, the military industry is spreading from local prosperity to overall prosperity. The “14th five year plan” is expected to experience two rounds of capacity expansion. It is optimistic about the whole military industry chain in 2022. Upstream of the industrial chain: focus on recommending key raw materials, core components and other fields. Middle reaches of the industrial chain: focus on the fields of composite materials and products, casting and forging, precision machining, 3D printing, electromagnetic technology, communication system, infrared application, graphic display and control, embedded computer, power supply system, etc. Downstream of the industrial chain: mainly recommend fighter, helicopter, large aircraft, aeroengine, radar and other fields.

Anxin Securities said that with reference to the 51% growth rate of net profit in the third quarterly report and the industry research in the fourth quarter, it is conservatively expected that the national defense industry will increase by about 30% – 40% in 2021. At present, the external environment and internal reform drive the industry to move forward. The 14th five year plan may break through the five-year law of low before high, showing an accelerated growth pattern. It is expected that the growth rate in 22-23 years will still remain at a high level of more than 30%, and the 14th five year plan is expected to maintain a high growth rate.

new energy outlet remains

after short-term adjustment, the new energy industry chain strengthened again today. Energy storage, polysilicon, energy conservation, hydrogen energy and other sectors all rose by more than 2%, and solid-state batteries, rare earth permanent magnets, new energy vehicles and other sectors also made a strong upward attack. Many stocks such as Doright Co.Ltd(300950) , Zhejiang Chunhui Intelligent Control Co.Ltd(300943) , Shenzhen Tongye Technology Co.Ltd(300960) rose by 20%, and the fuel cell concept leader Beijing Jingcheng Machinery Electric Company Limited(600860) rose for six consecutive times, with the share price reaching a new high in the past six years.

Yesterday’s Dragon and tiger list showed that Beijing Jingcheng Machinery Electric Company Limited(600860) buy one Huatai Securities Co.Ltd(601688) headquarters bought 25.96 million yuan, and buy three well-known hot money club East Money Information Co.Ltd(300059) securities, the first business department of Lhasa East Ring Road, bought 17.4 million yuan. The total net purchases of the top five seats are 70.28 million yuan, and the total net sales of the top five seats are 71.73 million yuan. Northward capital took the opportunity to continuously reduce its holdings of Beijing Jingcheng Machinery Electric Company Limited(600860) at every high point, and its holdings dropped by nearly 50% from 2.19 million shares at the high point last week to 1.14 million shares at present.

The share prices of the companies that announced the layout and progress of new energy projects today have performed well. Henan Yuneng Holdings Co.Ltd(001896) announced that the subsidiary plans to invest in the establishment of five county wide roof distributed photovoltaic project companies; At the same time, seven roof distributed photovoltaic projects were invested abroad, with a total installed capacity of 84.02612mwp and a total investment of 324 million yuan. Henan Yuneng Holdings Co.Ltd(001896) after opening slightly higher, the trading limit was pulled straight in less than 5 minutes.

Baiyin Nonferrous Group Co.Ltd(601212) announced that it plans to start the cooperative construction of 200000 tons of high-grade lithium battery copper foil project and carry out preliminary work, with a total investment of about 12.15 billion yuan. Baiyin Nonferrous Group Co.Ltd(601212) the word limit in morning trading. Jinlei Technology Co.Ltd(300443) plans to invest 6 billion yuan to build a digital manufacturing project with an annual output of 400000 tons of offshore wind power core components, and Jinlei Technology Co.Ltd(300443) once rose by more than 8%.

In addition, with the advent of the new year’s and Spring Festival’s peak season, Baijiu stocks have been strong in recent years. Today, Baijiu shares again strong upside, plate index once rose more than 4%, a record high in the past 5 months, Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) trading, Shandong Chiway Industry Development Co.Ltd(002374) , Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) approaching the limit, that is, leading shares Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) also showed early performance, all rose by 3%.

future strategy

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Kweichow Moutai Co.Ltd(600519) back above 2000 yuan! Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) soared the limit, and the “drinking” of A-Shares did not stop! The military industry sector also lifted the limit tide

(E company)