Today (December 3), A-Shares fluctuated upward, the Shanghai index stood at 3600 points, and the gem showed a small V-shape reversal pattern. On the disk, in the industry, port water transportation, coal, electric power, aerospace, wine making and wind power led the rise; Education, motor, auto parts, paper printing and other industries made a slight correction. In terms of subject shares, EDR concept, tire pressure monitoring, Baijiu, digital money and other gainers are rising. Occupation education, electronic cigarette, data security, industrial hemp, rare earth permanent magnet and so on are dropping.
the wind rises and the price tide rises, and the port plate takes off! There are signs of policy improvement. The PE of these targets is less than 10 times
A price increase message last night led the market again today. Ningbo Zhoushan Port Company Limited(601018) recently released the list of charges for foreign trade import and export container ports of Ningbo Zhoushan port (version 202111), which plans to increase the handling charges of ordinary heavy and empty containers of 20 feet and 40 feet by about 10%, which will be implemented from January 1, 2022. Today, port stocks collectively strengthened, Shanghai International Port (Group) Co.Ltd(600018) , Ningbo Zhoushan Port Company Limited(601018) and so on.
Since the third quarter of this year, although the sky high sea freight has “reduced the fever”, the epidemic has struck repeatedly, and the sea freight heat has remained high. Recently, the carrying rate of routes from Shanghai to Europe and the United States continues to remain close to the full load level, and the freight rate is still high and volatile. The SCFI (reflecting the booking price of container shipping and freight forwarding companies) composite index is on the rise again. As of November 26, the container throughput of Ningbo Zhoushan port, which took the lead in the price adjustment, had exceeded the total volume of last year.
Baijiu industry ushered in information intensive release period, many agencies are sticking to the trans year market.
In December 3rd, Baijiu concept was strong, and as of press release, Beijing Shunxin Agriculture Co.Ltd(000860) was trading, and Luzhou Laojiao Co.Ltd(000568) , Dahu Aquaculture Co.Ltd(600257) , Shede Spirits Co.Ltd(600702) and many other stocks were rising. In terms of news, recently, in view of the brewing price increase of the eighth generation Wuliangye Yibin Co.Ltd(000858) of the core product, Wuliangye Yibin Co.Ltd(000858) told reporters that the company did implement 889 yuan for the eighth generation Wuliangye Yibin Co.Ltd(000858) , the basic volume price remained unchanged, and the incremental price (including group purchase) was adjusted to 1089 yuan, so as to achieve high-quality products on the market as planned.
It is noteworthy that as early as the end of September and the beginning of October this year, Sichuan Swellfun Co.Ltd(600779) and Shede Spirits Co.Ltd(600702) both raised the prices of the company’s products to a certain extent. Recently, Maotai, Jiugui Liquor Co.Ltd(000799) , shede and Jiannanchun have begun to release positive signals. Citic Securities Company Limited(600030) said that the Baijiu industry will enter the information intensive release period. In the coming days, various wine enterprises will hold a 2021 marketing summary meeting, and set up the 2022 development goals and the Spring Festival peak season strategy, which is expected to further strengthen market confidence.
Meanwhile, the agency pointed out that under the Moutai market reform and Wuliangye Yibin Co.Ltd(000858) price adjustment, the Baijiu industry will continue to maintain a structural boom trend and achieve a strong growth of high certainty under the long dimension. The sub high-end leaders hope to continue to enjoy the dividend of consumption upgrading and achieve strong growth driven by nationalization. At present, Baijiu plate valuation is in a reasonable range, and actively recommend the Baijiu industry.
Tianfeng Securities Co.Ltd(601162) research also said that high-end Baijiu has strong barriers, and the business model has advantages. It is expected that the performance in 2022 will be relatively stable, and the current valuation is in a reasonable position, and the market will be brought up in the short term or enjoy the valuation switch. In the medium term, the capital will be the first choice for high-end baijiu. In the long run, the ability to raise the price of high-end Baijiu is still in existence. It is only suppressed by external factors in the short term. The core logic remains unchanged and is still a long-term core asset.
the policy is good! Three investment opportunities for the rise of green power are favored by institutions
On December 3, the concept of green power rose intraday, Gcl Energy Technology Co.Ltd(002015) , Fujian Funeng Co.Ltd(600483) , Zhongmin Energy Co.Ltd(600163) and other stocks rose one after another. In terms of news, on December 3, the Ministry of industry and information technology issued the “14th five year plan” for industrial green development, which proposed that by 2025, remarkable results would be achieved in the green and low-carbon transformation of industrial structure and production mode, green and low-carbon technology and equipment would be widely used, energy and resource utilization efficiency would be greatly improved, and the level of green manufacturing would be comprehensively improved, laying a solid foundation for reaching the carbon peak in the industrial field in 2030. Carbon emission intensity continued to decline. Carbon dioxide emissions per unit of industrial added value were reduced by 18%, and phased results were achieved in the total carbon emission control of key industries such as iron and steel, non-ferrous metals and building materials. The emission intensity of major pollutants in key industries was reduced by 10%.
In recent months, green power favorable policies have been intensively introduced. Anxin Securities pointed out that green power policies are frequent and continue to be optimistic about new energy power generation. It is suggested to pay attention to different types of green power targets according to risk appetite: (1) stable performance and undervalued value; (2) High performance growth, no drag on coal power performance; (3) Coal power performance has been dragged down, but the new energy assets in the body are underestimated.
EDR concept stocks rose Hangzhou Hopechart Iot Technology Co.Ltd(688288) once rose more than 17%
EDR is the automobile event data recording system, commonly known as the automobile black box. EDR concept stocks rose sharply at the opening today, Hangzhou Hopechart Iot Technology Co.Ltd(688288) rose by more than 17%, Streamax Technology Co.Ltd(002970) limit, Qiming Information Technology Co.Ltd(002232) , Nations Technologies Inc(300077) , Shenzhen Deren Electronic Co.Ltd(002055) and so on. According to the news, as the leading technical regulation in the field of automobile safety in China, the latest version of the technical conditions for safety of motor vehicles released in February this year stipulates that from January 1, 2022, all newly produced passenger cars in China are required to be equipped with EDR. At that time, the standard of automobile event data recording system will also be officially put into application as the technical national standard of EDR.
Beijing starts a new round of digital RMB pilot activities, and the industrial chain is expected to benefit (with shares)
It is reported that recently, it was learned from Beijing local financial supervision and administration that Beijing launched a new round of digital RMB pilot activities of “Beijing Caihui people’s livelihood digital Carnival” on December 3. Insiders said that in the future, digital RMB will accelerate the expansion in application scenarios and application groups.
Referring to the background of this pilot activity, Beijing Municipal Bureau of local financial supervision and Administration said that this work is in accordance with the requirements of steadily and orderly promoting the application of digital RMB in the scene of Beijing Winter Olympic Games, aiming to continue to do a good job in financial services and build a safe, convenient, high-quality and efficient payment service environment for Beijing Winter Olympic Games.
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. At the upcoming Beijing Winter Olympics, I believe that the digital RMB is also expected to shine.
The organization suggests to pay attention to: 1. Security chip company: Unigroup Guoxin Microelectronics Co.Ltd(002049) , Huada electronics, etc; 2. Card dealer: Hengbao Co.Ltd(002104) , Chutian Dragon Co.Ltd(003040) , Wuhan Tianyu Information Industry Co.Ltd(300205) etc; 3. Equipment end: Newcapec Electronics Co.Ltd(300248) , Lakala Payment Co.Ltd(300773) etc; 4. Financial IT manufacturers: Shenzhen Forms Syntron Information Co.Ltd(300468) etc; 5, digital RMB related operators: Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , Postal Savings Bank Of China Co.Ltd(601658) , Alibaba (Internet banking, Alipay), Tencent (micro public bank, fortune paid), etc. China Mobile, China United Network Communications Limited(600050) , China Telecom Corporation Limited(601728) .
China Banking and Insurance Regulatory Commission accelerates the integration of regional carbon financial markets, and banks are expected to continue to benefit (with shares)
It is reported that Zhou Liang, vice chairman of the China Banking and Insurance Regulatory Commission, said at the 2021 meeting of the Asian financial summit forum and the Asian financial think tank on December 2 that we should accelerate the integration of regional carbon financial markets and mobilize more funds to participate in green investment. In terms of supporting green and low-carbon development, Zhou Liang said that we should promote the innovation of financial institution system, market system and product system, enrich green financial products such as green credit, green insurance, green bonds and green funds, accelerate the integration of regional carbon financial markets and mobilize more funds to participate in green investment. Under the framework of the United Nations Framework Convention on climate change and the Paris Agreement, improve the rules of regional green finance, practice the concepts of environment, society and governance, and explore the path and mode of financial support for carbon peak and carbon neutrality.
Tianfeng Securities Co.Ltd(601162) pointed out that green credit and green bonds are the main products for the development of green finance. In terms of green credit, by the end of the third quarter of this year, China’s green credit balance had reached 14.78 trillion yuan, a year-on-year increase of 27.97%, accounting for 7.8% of the total loans, and the proportion continued to increase. Both state-owned banks and small and medium-sized banks maintained a good growth rate. In terms of green bonds, as of November 27, the issuance of green bonds has reached 581.2 billion yuan, and the total issuance of banks has reached 482.5 billion yuan, accounting for almost 1 / 3 of the total issuance of green bonds; Banks raise funds by issuing green bonds to invest in green industries supported by the state. With the improvement of market recognition of green bonds, banks can also increase intermediate business income through green bonds, which is expected to become a new performance growth point.
In the short term, the focus of the policy is inclined to “stable growth”. In the future, the liquidity and credit supply are expected to be stable and loose. The marginal adjustment of real estate financial policy will help stabilize growth and orderly resolve risks. In the long run, periodic liquidity easing only speeds up the adjustment of bank asset liability structure. It is a general trend for banks to shift their development focus from on balance sheet to off balance sheet wealth management. It is suggested to pay attention to asset light and low-risk retail targets. Individual stock recommendations China Merchants Bank Co.Ltd(600036) , Postal Savings Bank Of China Co.Ltd(601658) , Bank Of Ningbo Co.Ltd(002142) , Ping An Bank Co.Ltd(000001) , Bank Of Jiangsu Co.Ltd(600919) , Bank Of Hangzhou Co.Ltd(600926) .
