The top-level design of the cold chain logistics industry is issued, and the concept stocks may receive market attention.
supporting policies for charging and replacing electricity industry will be issued soon
According to the official account of Wei Lai, in December 10th, 700th power stations were officially launched in December 10th. The Future Ltd will continue to plan for the charging and replacement of power grids.
Since April 15, Sinopec Chaoying station, the first second generation power station jointly built by Weilai and Sinopec, was officially put into operation, the company has launched 500 power stations in 239 days, and the construction quantity has increased nearly 10 times compared with last year. The layout progress of this replacement power station far exceeds the expectation that “the total number of replacement power stations will reach 500 by the end of 2021” expressed by founder Li Bin in January.
On the news side, this year’s government work report expanded “building charging piles” to “increasing charging piles, changing power stations and other facilities”, which is interpreted as the change of policy direction. the industry believes that the power exchange technology is expected to make up for the low charging efficiency of the charging pile, and form a peak regulation effect on the power grid through energy storage, so as to promote the rise of the power exchange track.
On October 28, the Ministry of industry and information technology, together with the national energy administration, carried out pilot work on the application of new energy vehicle power exchange mode in 11 cities across the country; At the same time, the implementation opinions on further improving the service support capacity of charging and switching infrastructure studied by the two departments will also be officially issued in the near future. In the previous version for comments, the document proposed to encourage the promotion of intelligent and orderly charging, strengthen the innovation and standard support of charging and changing technology, and accelerate the popularization and application of changing mode.
As of October, the number of power exchange stations in China was 1086, which is still in the initial stage. China International Capital Corporation Limited(601995) said that considering the duration of single charging and resource constraints such as land and electricity, with the increase of the number of new energy vehicles, power exchange is expected to become an important energy supplement method other than charging.
According to the statistics of securities times · databao, there are 22 A-share charging for power concept stocks. According to the market situation, concept stocks have risen by an average of 12.31% since November, Shandong Weida Machinery Co.Ltd(002026) , Veken Technology Co.Ltd(600152) and Xj Electric Co.Ltd(000400) have risen by more than 30%, and the correction range of Baic Bluepark New Energy Technology Co.Ltd(600733) , Shenzhen Sinexcel Electric Co.Ltd(300693) and Jilin Jinguan Electric Co.Ltd(300510) has exceeded 10%; In terms of the difference between the latest price and the target price, Baic Bluepark New Energy Technology Co.Ltd(600733) , Aima Technology Group Co.Ltd(603529) , Shandong Weida Machinery Co.Ltd(002026) and Beijing Sojo Electric Co.Ltd(300444) have the highest rising space, 49.79%, 29.41%, 18.87% and 11.73% respectively.
the State Office issued the “14th five year plan” for cold chain logistics development
On December 12, the general office of the State Council issued the cold chain logistics development plan for the 14th five year plan. the plan proposes that by 2025, a cold chain logistics network connecting origin and land 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 adjusting Shenzhen Agricultural Products Group Co.Ltd(000061) cross seasonal supply and demand and supporting cross regional circulation of cold chain products will be significantly improved; 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, and the industry supervision and governance capacity will basically be modernized.
Cold chain logistics is a professional logistics that ensures that cold chain products are always in the specified temperature environment by using temperature control, fresh-keeping and other technical processes and facilities and equipment such as cold storage, refrigerator truck and refrigerator. In recent years, the scale of China’s cold chain logistics market has grown rapidly. 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. However, at the same time, the unbalanced and insufficient development of cold chain logistics in China is prominent, and there is still a large gap compared with developed countries.
According to the plan, about 100 national backbone cold chain logistics bases will be constructed during the 14th Five Year Plan period; Focus on the “first kilometer” of origin and the “last kilometer” of city, and supplement the short board of cold chain logistics facilities at both ends; The service capacity of refined, diversified and quality cold chain logistics has been significantly enhanced, and a number of comprehensive leading enterprises with strong international competitiveness have been formed. The low temperature treatment rates of meat, fruits and vegetables and aquatic products reached 85%, 30% and 85% respectively, Shenzhen Agricultural Products Group Co.Ltd(000061) postpartum loss and food circulation waste were significantly reduced.
cold chain logistics concept stock list released
According to data treasure statistics, there are about 34 A-share cold chain logistics concept stocks. There are 11 stocks with the latest total market value of more than 10 billion yuan, Eastern Air Logistics Co.Ltd(601156) , Shanghai Zhonggu Logistics Co.Ltd(603565) , Ccoop Group Co.Ltd(000564) and China Railway Special Cargo Logistics Co.Ltd(001213) rank first, with a total market value of more than 20 billion yuan; There are as many as 15 stocks of less than 5 billion, including China’s largest industrial refrigeration equipment manufacturer Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) .
The concept valuation is not high, and the latest rolling P / E ratio is 19.44 times, which is at a low level in recent one year. Among the constituent stocks, Shanghai Jin Jiang Online Network Service Co.Ltd(600650) , Gold Cup Electric Apparatus Co.Ltd(002533) , Aucma Co.Ltd(600336) and other 10 stocks have a rolling P / E ratio lower than this value. Aucma Co.Ltd(600336) is a leading manufacturer of refrigeration appliances in the world, and the actual controller is Qingdao SASAC; The company has many well-known downstream customers and is also committed to medical cold chain solutions.
In terms of market, the cold chain logistics index hit a stage low at the end of October, and then showed a unilateral upward trend. Since October 29, it has increased by 11.01%. The average increase of 34 shares since November is as high as 15.59%, far exceeding the market in the same period. All 20 shares rose more than 20%. among them, Zhejiang Dun’An Artificial Environment Co.Ltd(002011) led the cumulative increase, with an increase of 96.73%. The subsidiary Zhejiang Dunan cold chain system is mainly engaged in cold chain system solutions; In addition, Shandong Oriental Ocean Sci-Tech Co.Ltd(002086) , Hunan Kaimeite Gases Co.Ltd(002549) and Cofco Engineering & Technology Co.Ltd(301058) increased by more than 30%. Only Guangdong Guanghong Holdings Co.Ltd(000529) , Guanghui Logistics Co.Ltd(600603) and Gold Cup Electric Apparatus Co.Ltd(002533) 3 stocks made a slight correction, and the amplitude was less than 3%.
From the perspective of the retreat of the latest price from the high level of the year, Changhong Meiling Co.Ltd(000521) , Jiangsu Jingxue Insulation Technology Co.Ltd(301010) , Shanghai Zhonggu Logistics Co.Ltd(603565) , China Railway Special Cargo Logistics Co.Ltd(001213) and Shanghai Highly (Group) Co.Ltd(600619) 5 shares retreated significantly, all exceeding 30%. Among them, Changhong Meiling Co.Ltd(000521) withdrawal range is as high as 44.71%. The company is one of the leading electrical appliance manufacturers in China, covering the whole product line of white electricity such as refrigerator and air conditioner; Meiling biomedical, its subsidiary, focuses on the production of medical grade low-temperature and ultra-low temperature equipment, which can provide vaccine storage services.
Cold chain logistics is expected to become a new track for a shares! The State Council office printed and distributed the “14th five year plan” development plan to build a leader in international competitiveness
The release of the 14th five year plan for cold chain logistics development will create a number of comprehensive leading enterprises with strong international competitiveness
(data treasure)
