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alcohol stocks are active again Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) trading limit Kweichow Moutai Co.Ltd(600519) breaking the 2000 yuan mark
Liquor stocks were active again on the 8th. As of press time, Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) and other trading limits, Luzhou Laojiao Co.Ltd(000568) , Wuliangye Yibin Co.Ltd(000858) and Kweichow Moutai Co.Ltd(600519) also exceeded the 2000 yuan mark. It is worth noting that Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) has continued to rise recently, with a cumulative rise of 22% in four trading days.
Recently, the Baijiu industry will enter the period of information intensive release. Moutai, Wuliangye Yibin Co.Ltd(000858) , Jiugui Liquor Co.Ltd(000799) , sacrifice and Jiannanchun have begun to release positive signals. Citic Securities Company Limited(600030) believes that the Baijiu industry continues to boom, and fundamentals are steady upward. It is confident that sales will be strong throughout the Spring Festival next year. At present, Baijiu plate valuation is in a reasonable range, and actively recommend the Baijiu industry.
Looking forward to 2022, Boc International (China) Co.Ltd(601696) believes that Baijiu is still the best sub industry with certainty. Although some companies control goods in the fourth quarter, which may have an impact on the report performance, from another point of view, these companies will make a good start in the Spring Festival of 2022. Because of the change of income structure, the ratcheting effect of Baijiu consumption and the trend of concentration increasing, Baijiu consumption shows strong toughness, especially the high-end liquor. Baijiu focuses on deterministic growth varieties and improved undervalued varieties, including Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Sichuan Swellfun Co.Ltd(600779) , Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) and Jinhui Liquor Co.Ltd(603919) , and focuses on Anhui Kouzi Distillery Co.Ltd(603589) . (2) The beer industry will continue the high-end trend. Enterprises with advantages in product portfolio, sales channels, brand publicity and operation efficiency are more likely to win the competition for high-end beer and wait for the recovery of demand. It is suggested to pay attention to Tsingtao Brewery Company Limited(600600) , Guangzhou Zhujiang Brewery Co.Ltd(002461) and China Resources beer.
Tesla concept trend is active Wuxi Best Precision Machinery Co.Ltd(300580) once rose 12% Ningbo Xusheng Auto Technology Co.Ltd(603305) and other daily limits
Tesla concept had an active intraday trend on the 8th. As of press time, Wuxi Best Precision Machinery Co.Ltd(300580) once rose by about 12%, Ningbo Xusheng Auto Technology Co.Ltd(603305) , Sinomach Automobile Co.Ltd(600335) , Shenzhen Wote Advanced Materials Co.Ltd(002886) and other trading limits, Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) , Ningbo Sunrise Elc Technology Co.Ltd(002937) , Huizhou Speed Wireless Technology Co.Ltd(300322) , Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) , Shandong Shida Shenghua Chemical Group Company Limite(603026) and other gains were ahead.
Recently, the parts sector has generally risen. The agency believes that the valuation repair in the first stage has been completed. Under the trend of the rise of independent parts, the plate market is expected to continue, and Tesla industrial chain will be the most deterministic investment main line.
Zheshang Securities Co.Ltd(601878) pointed out that the total space of China’s automobile industry is predictable, and the industry sales center will remain low in the future, but the industry pattern will be reshaped. Among them, Tesla, new forces and head independent brand automobile enterprises are expected to rise, the sales growth rate will be maintained at a high level, and the market share will continue to improve. Relying on the advantages of high-level assisted driving and continuously reducing the price, Tesla has quickly opened the global market. Tesla’s market share is expected to reach more than 10% in the future, and the industrial chain will benefit significantly. Among many suppliers, considering that new projects will be fixed one after another in the next six months, it is recommended to pay attention to parts enterprises with greater marginal elasticity.
Huafu Securities said that auto parts are a large market with a scale of 100 billion yuan. The Tesla cycle and independent rise resonate, and domestic parts are expected to usher in a 5-10-year investment window. Suggestions: 1) Tesla industrial chain, such as Ningbo Tuopu Group Co.Ltd(601689) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Ningbo Xusheng Auto Technology Co.Ltd(603305) ; 2) Electrification, thermal management Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Zhejiang Yinlun Machinery Co.Ltd(002126) , automobile connector Cwb Automotive Electronics Co.Ltd(605005) ; 3) Intelligent, intelligent cockpit attention Foryou Corporation(002906) , Huizhou Desay Sv Automotive Co.Ltd(002920) , intelligent driving attention Lianchuang Electronic Technology Co.Ltd(002036) , sunny optical technology, Bethel Automotive Safety Systems Co.Ltd(603596) , Nextel.
the military industry sector rose Shenzhen Envicool Technology Co.Ltd(002837) , Sichuan Chengfei Integration Technology Corp.Ltd(002190) and more than 10 shares rose
The military industry sector rose intraday on the 8th. As of press time, North Chemical Industries Co.Ltd(002246) , Yunnan Xiyi Industrial Co.Ltd(002265) , Aerosun Corporation(600501) , Shenzhen Envicool Technology Co.Ltd(002837) , Sichuan Chengfei Integration Technology Corp.Ltd(002190) , Castech Inc(002222) , Shenzhen Roadrover Technology Co.Ltd(002813) , Baota Industry Co.Ltd(000595) , Kuang-Chi Technologies Co.Ltd(002625) and more than 10 shares rose by the limit.
China Securities Co.Ltd(601066) believes that the current military industry sector is at the key node of the diffusion from local prosperity to overall prosperity, the performance acceleration inflection point of middle and downstream companies is expected to come, the valuation is expected to be fully digested by the performance release, and has a high cost performance. In 2022, we are optimistic about the whole military industry chain. It is suggested to continue to increase the allocation proportion and continue to be optimistic about the cross year market of the sector.
Specifically: 1. Upstream of the industrial chain: focus on recommending leading companies in relevant subdivided fields that meet the three standards of “large industry space, excellent competition pattern and low localization rate”, mainly including key raw materials, core components and other fields.
2. Middle reaches of the industrial chain: focus on recommending leading companies in relevant subdivided fields that meet the three standards of “high barriers to entry, strong system capability and wide business scope”, mainly including composite materials and products, casting and forging, precision machining, 3D printing, electromagnetic technology, communication system, infrared application, graphics display and control, embedded computer, power supply system and other fields.
3. Downstream of the industrial chain: focus on recommending leading companies of complete machines and core subsystems that meet the three standards of “strong actual combat demand, many reserve models and mass production nodes”, mainly including fighter, helicopter, large aircraft, aeroengine, radar and other fields.
the energy storage concept strongly raised the daily limit of Henan Yuneng Holdings Co.Ltd(001896) , Guangzhou Zhiguang Electric Co.Ltd(002169) and
The energy storage concept recalled yesterday rose strongly on the 8th, Henan Yuneng Holdings Co.Ltd(001896) , Guangzhou Zhiguang Electric Co.Ltd(002169) , Yunnan Wenshan Electric Power Co.Ltd(600995) and other trading limits, Shenzhen Envicool Technology Co.Ltd(002837) , Jiangsu Tongli Risheng Machinery Co.Ltd(605286) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Hangzhou Boiler Group Co.Ltd(002534) , Gem Co.Ltd(002340) and other gains were higher.
Gf Securities Co.Ltd(000776) the report points out that the guidance on energy storage development has been officially issued, and the demand inflection point is approaching. By 2025, the installed capacity of new energy storage will reach more than 30GW. In the next five years, the transformation of new energy storage from initial commercialization to large-scale will be realized, and the comprehensive market-oriented development of new energy storage will be realized by 2030. By the end of 2020, the cumulative installed capacity of electrochemical energy storage in China has reached 3.3gw, and the compound growth rate is expected to exceed 56% in the next five years. The energy storage industry has ushered in the period of maximum development opportunities.
The agency said that the participating enterprises in all aspects of energy storage mainly include material enterprises, battery enterprises, equipment enterprises and design enterprises. In terms of cost, energy storage batteries and energy storage converters account for about 60% and 15% of the total cost. As the core link with the largest value and the highest technical barriers, they are expected to take the lead in benefiting from the outbreak of energy storage demand. (1) Battery enterprises: mainly including power battery enterprises represented by Contemporary Amperex Technology Co.Limited(300750) , Gotion High-Tech Co.Ltd(002074) , Eve Energy Co.Ltd(300014) and other enterprises, quickly enter the energy storage lithium battery market with the first mover advantages of lithium battery technology, scale and market; (2) Material enterprises: such as Mianyang Fulin Precision Co.Ltd(300432) , Shenzhen Dynanonic Co.Ltd(300769) , Beijing Hezong Science&Technology Co.Ltd(300477) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) and other lithium iron phosphate materials and precursor enterprises actively expand production to meet the dual demand for new energy vehicles and energy storage; (3) PCs and other equipment enterprises: including Sungrow Power Supply Co.Ltd(300274) , Sineng Electric Co.Ltd(300827) , Fujian Nebula Electronics.Ltd(300648) for large-scale source network side energy storage, Shenzhen Sinexcel Electric Co.Ltd(300693) for industrial and commercial energy storage, and Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Ginlong Technologies Co.Ltd(300763) , Ningbo Deye Technology Co.Ltd(605117) , Shenzhen Kstar Science & Technology Co.Ltd(002518) for user side; (4) Design Enterprises: start with power survey and design and EPC, such as Fujian Yongfu Power Engineering Co.Ltd(300712) facing the source network side and Suwen Electric Energy Technology Co.Ltd(300982) for Industry and commerce.
The hydrogen energy industry conference opens today. The most advanced technologies and products will be displayed on the same stage (with shares)
It is reported that the 2021 United Nations Development Programme hydrogen energy industry conference opened in Foshan on December 8. At the same time, the conference will hold the third international hydrogen energy standards and safety (South China Sea) high-end forum, Xianhu Technology Forum, hydrogen safety forum, hydrogen listening theater, the Fifth China (Foshan) International hydrogen energy and fuel cell technology and product exhibition, as well as visit, investigation and experience activities. At that time, many guests, including relevant representatives of international organizations and missions in China, leaders of relevant national ministries and commissions, global organizations, scientific research institutions, experts of hydrogen energy and fuel cell core enterprises, will gather in Nanhai, Foshan to carry out extensive and in-depth international hydrogen energy industry exchanges and jointly discuss fuel cell systems, key components of fuel cells Key contents in hydrogen energy and infrastructure construction. More than 320 key enterprises in the field of hydrogen energy and fuel cell will show their most advanced technologies and products on the same stage.
Huatai Securities Co.Ltd(601688) pointed out that local policies for hydrogen energy industry continue to be implemented, and technology and cost are expected to form a virtuous circle. National / local industrial plans have been continuously issued, and the implementation of demonstration cities has driven the acceleration of regional demonstration. Beijing, Tianjin, Hebei, Shanghai and Guangdong have become China’s three major hydrogen fuel cell vehicle demonstration city clusters. The national finance adopts “replacing subsidies with awards”, and the subsidy policy of model urban agglomeration is expected to be gradually clarified. It is estimated that in 2030, the market demand for fuel cell system in China will be 80 billion yuan, and the demand for on-board hydrogen storage and supply system will be 20 billion yuan. It is estimated that by 2030, the cumulative investment in China’s hydrogenation station market will be 42 billion yuan. With the accelerated localization of core technologies, technological progress and cost reduction are expected to enter a virtuous cycle. The core technologies in the industrial chain will be replaced by domestic ones quickly, and the storage, transportation and compression technologies will take the lead.
Among the relevant targets, Minsheng securities recommended Sungrow Power Supply Co.Ltd(300274) (comprehensive layout of hydrogen production from renewable energy), Longi Green Energy Technology Co.Ltd(601012) (officially entering the hydrogen energy industry, with gradual release of production capacity), Kbc Corporation Ltd(688598) (leading enterprise of carbon matrix composites, continuous acceleration of the second growth curve); It is suggested to pay attention to Weichai Power Co.Ltd(000338) (the largest shareholder of Ballard, the leader of electric reactor), Shenzhen Center Power Tech.Co.Ltd(002733) (layout the whole industrial chain of hydrogen energy and actively promote industrialization), Beijing Sinohytec Co.Ltd(688339) (the leading company of fuel cell system), Dongfang Electric Corporation Limited(600875) (continuous growth of performance and initial results of low-carbon transformation).
Sinopec vigorously invests in companies related to charging and changing power stations or receives attention (with shares)
According to media reports, on December 7, China Petroleum & Chemical Corporation(600028) Guangdong Petroleum Guangzhou Jinlong gas station appeared after revision and upgrading. This is the 1000th charging and replacement power station and the 1000th photovoltaic power station completed and put into operation. In terms of charging, the peak charging power of a single pile reaches 450 kW, which can realize the electric vehicle “charging for 5 minutes and endurance of 200 km”. In addition to charging business, there are power exchange devices in the gas station. Compared with charging, changing electricity can greatly reduce the cost of buying a car and is more efficient, which is favored by customers.
In terms of A-share investment, AVIC Securities pointed out that power exchange is expected to become the main form of energy supply for new energy vehicles. Changing electricity can save time, reduce cost and completely solve mileage anxiety – the time of changing electricity is equivalent to the refueling time of traditional fuel vehicles, but compared with the plug-in charging mode, it can save a lot of charging waiting time, solve a major pain point of the slow promotion of electric vehicles, and is more in line with the wishes of consumers; The cost of the power battery accounts for about 40% of the price of the whole vehicle. Under the separation of vehicle and electricity in the power exchange mode, consumers can choose not to buy the power battery and rent it, which greatly reduces the cost of purchasing the vehicle and is very conducive to the promotion of electric vehicles.
The agency believes that with the gradual recognition of the power exchange mode, many enterprises have indicated that they will carry out the R & D and layout of the power exchange mode. Dongfeng, Weilai, Aodong, BAIC, Chang’an, SAIC, Geely and other enterprises have cut into the power exchange track. It is conservatively estimated that the number of replacement power stations in China will be more than 20000 in 2025. Based on this, it is estimated that the total investment in new replacement power stations during the 14th Five Year Plan period will reach 127.6 billion yuan, and the CAGR from 2021 to 2025 will be 175%; During the “14th five year plan” period, the operation market space of the power exchange station reached 109.1 billion yuan, and the CAGR from 2021 to 2025 was 306.71%. It is recommended to pay attention to Gcl Energy Technology Co.Ltd(002015) , Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Bozhon Precision Industry Technology Co.Ltd(688097) , Shandong Weida Machinery Co.Ltd(002026) , Csg Smart Science&Technology Co.Ltd(300222) .
China United Network Communications Limited(600050) 5g message ecological alliance was established. 5g message development or acceleration (with shares)
At the 2021 China United Network Communications Limited(600050) Partner Conference held yesterday, at the 5g news ecological development forum of “Zhixin future”, the five strategic cooperation plans of China United Network Communications Limited(600050) 5g news “Zhixin set sail” were released. At the same time, the China United Network Communications Limited(600050) 5g news ecological alliance was officially launched and the 5g news winter Olympic application was launched. China United Network Communications Limited(600050) said that in the future, it will continue to promote the development of 5g news in the direction of technology standardization, application scale, scene diversification, interactive intelligence and win-win value. It is expected to continue to work with partners in the industrial chain to build a win-win 5g news industry ecology and accelerate the promotion of 5g applications from “model room” to “commercial housing”.
“5g message” is an important business launched by operators in the 5g era. In addition to inheriting the original SMS function, there are more Internet social features. Open source Securities pointed out that with the large-scale deployment of “5g messages”, 5g traffic at TOC end is expected to be driven. In addition, with the transformation of enterprise SMS traffic at B end, the target market of 5g messages will first catch up with and gradually expand the scale of enterprise SMS market. With the gradual popularization of 5g messages, it will further promote the accelerated development of 5g applications. Enterprises with priority layout are expected to seize the opportunity, improve the market share of 5g messages, and increase the company’s performance. In 2021, we will focus on 5g applications, and 5g messages, as one of the typical scenarios of 5g applications, will be promoted first.
Minsheng Securities believes that the Nationwide Trial commercial use of 5g news marks a key step in the commercialization of 5g news, which is expected to accelerate the development of the whole ecology in the future, and the subdivided fields such as platform services and industrial applications are expected to benefit for a long time. It is recommended to focus on Montnets Cloud Technology Group Co.Ltd(002123) manufacturers with leading advantages in the 5g message field, and Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , Fujian Star-Net Communication Co.Ltd(002396) , Hangzhou Cncr-It Co.Ltd(300250) .
