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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.
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) .
Tcl Technology Group Corporation(000100) 15 billion investment in this project to accelerate the localization of semiconductor equipment
On December 3, the semiconductor plate continued to rise, and many stocks such as Shenzhen Etmade Automatic Equipment Co.Ltd(300812) , Jiangsu Jiejie Microelectronics Co.Ltd(300623) , Amlogic (Shanghai) Co.Ltd(688099) rose to varying degrees. On the message side, on December 2, Tcl Technology Group Corporation(000100) announced that it plans to expand a 6th generation LTPS LCD display panel production line (T5) that processes 45000 glass panels a month, and apply VR, touch panel (touch panel + active pen technology), mini LED backlight display, ltpo and other technologies to produce small and medium-sized high-end display products such as vehicle mounted, laptop, flat panel, VR display panel and so on.
Galaxy Securities Research Report believes that the global semiconductor equipment market space is about US $100 billion, the growth rate of the Chinese market is as high as 39%, and the downstream expansion continues to drive the demand for equipment. In 2022, the demand structure may be further differentiated, and localization will continue to advance.
According to China Securities Co.Ltd(601066) securities, although there is some structural differentiation in the current demand for semiconductors, the overall demand is still in a state of high momentum and tight supply and demand. There is no sign of easing or loosening of capacity tension this year. It is expected that the overall capacity will remain tight and the price will continue to rise in 2022.
Beijing stock exchange market all the way to a good fund treasure hunting innovation layer potential company
It has been more than half a month since the opening of the Beijing stock exchange, and the market is running well all the way. As of November 30, 82 listed companies of the Beijing stock exchange had raised 18.319 billion yuan, with a total market value of 273.451 billion yuan. Since the opening of the market, the trading volume has been 1.831 billion shares, with a turnover of 33.949 billion yuan. In the first week of the opening of the Beijing stock exchange, 340000 qualified accounts and 4.37 million qualified investors were added in the whole market, and the market trading activity was in line with expectations.
The market heat of the new third board has increased significantly with the opening and operation of the Beijing stock exchange. Recently, the share prices of many innovative companies have risen sharply, and some companies have announced their intention to apply for listing on the Beijing stock exchange.
The newly added listed companies of the Beijing stock exchange will be generated by the innovative companies, forming a market structure of “progressive layers” of the new third board foundation layer, innovation layer and the Beijing stock exchange. Therefore, funds begin to look for investment opportunities in the high-quality companies of the innovative layer. The innovative companies whose share prices have increased significantly recently have improved their performance in the first half of the year, mostly in emerging industries such as new energy, information technology and new materials.
institutional research on the implementation of enthusiastic and high focus product technology of science and innovation board company
Market institutions are paying more attention to the company. Data show that since this year, 286 science and Innovation Board companies have been investigated by institutions for a total of 2529 times. The data also shows that as of the closing on December 2 this year, there are 6 companies surveyed on the science and innovation board more than 50 times, namely Oke Precision Cutting Tools Co.Ltd(688308) , Beijing Labtech Instruments Co.Ltd(688056) , Autel Intelligent Technology Corp.Ltd(688208) , Ningbo Solartron Technology Co.Ltd(688299) , Montage Technology Co.Ltd(688008) and Kunshan Dongwei Technology Co.Ltd(688700) . In the research, the organization paid high attention to the fundamentals of the company.
Industrial machinery, electronic equipment and instruments, basic chemical industry, semiconductor products, western medicine and other industries are favored by institutions. In the survey, while paying attention to the fundamentals of the company, the institutions also focus on hot fields and pay attention to the implementation of technology and products.
Industry insiders said that many companies in the scientific innovation board are in the development stage and have obtained high valuations given by the market because of their scientific innovation attributes. To understand the company’s specific development and future development prospects in detail, we also need to conduct detailed research on the company. Among them, the implementation of the company’s product and technology R & D is also a key project of the organization in the research.
