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how much market space is there for the "warm wind" of vocational education re welcome policy?
On December 2, the education sector opened significantly higher. As of press time, Shanghai Action Education Technology Co.Ltd(605098) rose by the limit, and many stocks such as Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , Doushen(Beijing) Education&Technology Inc(300010) rose one after another. On the news side, vocational education has been positive for a long time. On December 1, the executive meeting of the State Council deliberated and approved the vocational skills training plan for the 14th five year plan, and proposed to adhere to the employment orientation, meet the market demand, support various vocational colleges and vocational training institutions to carry out training, give play to the main role of enterprise training, and improve the employee skills training mechanism. We should strengthen the training of highly skilled talents, improve the employment and entrepreneurship ability of key groups such as college graduates, and train more than 30 million migrant workers.
Guolian Securities Co.Ltd(601456) believes that in the future, the supporting policies to attract and support excellent students to apply for vocational colleges, government institutions and enterprises to recruit vocational school graduates with the same treatment will be continuously improved, the "entrance" and "exit" ends of vocational schools will gradually break the problem of discrimination, and the favorable policies of academic vocational education sector will continue to emerge. It is suggested to continue to pay attention to the academic vocational education sector.
Sealand Securities Co.Ltd(000750) indicates that since the reform of Vocational Education in 2019, the policies related to vocational education have strong continuity and stability, and the level and gold content of documents are high. In the future, the training quality and attraction of vocational education will be further improved.
can't predict the impact of the kit on performance? Andon Health Co.Ltd(002432) crazy drama is still on
On December 2, Andon Health Co.Ltd(002432) crazy drama continued. On the news side, on December 1, Andon Health Co.Ltd(002432) issued a stock price change announcement, saying that the overseas sales revenue of covid-19 antigen home self-test OTC kit of the company's subsidiary is closely related to the development of the epidemic. At present, the company is unable to predict the impact of the product on the company's operating revenue and performance in the future.
In the interactive Q & A, it was explained that "the actual capacity expansion progress and production plan will be adjusted in real time according to the actual situation of the market, orders, raw material supply and so on." Andon Health Co.Ltd(002432) explained that the production capacity is the production capacity, so it is impossible to infer the actual output, let alone the actual sales volume. Investors are kindly requested not to make wrong inferences due to conceptual confusion.
In view of the recent stock price trend, Liu Yi said that the company's stock price is affected by many factors. The current public information can query the number of companies authorized by FDA EUA in the United States, the current situation and trend of epidemic development in the United States, virus variation and the epidemic prevention plan of the U.S. government. The capital market may know the above situation. The company also gave relevant risk tips on the uncertainty of the future development of the epidemic, the validity period of EUA, the concept of capacity and output, and the uncertainty of the contribution of the above factors to the performance of kit products in the announcement and the reply letter of Shenzhen Stock Exchange. It is hoped that investors will pay attention to risks and make rational investment.
another food giant announced a rise in prices Zhengzhou Qianweiyangchu Food Co.Ltd(001215) opened higher and rose nearly 4%
On the morning of December 2, Zhengzhou Qianweiyangchu Food Co.Ltd(001215) opened higher and went higher, with a maximum increase of nearly 8%. On the news, on December 1, Zhengzhou Qianweiyangchu Food Co.Ltd(001215) announced that in view of the continuous rise in the costs of raw materials, labor, transportation and energy, the company decided to reduce the product promotion policy or increase the distribution price of some quick-frozen rice flour products, with a price adjustment range of 2% - 10%. The new price will be implemented according to the price adjustment notice of each product from December 25.
The announcement said that the price adjustment of some products will help alleviate the rising pressure of the company's costs, but it may have a certain impact on market sales. The duration of the new sales price is uncertain, and there is a risk that the product price will continue to fluctuate. The impact of price adjustment on the company's future performance is uncertain. Please pay attention to the investment risk.
Donghai Securities said that since the end of October, major manufacturers have made constant announcements on price increases. At present, the pressure of cost is transmitting to the downstream, and the price increase process of the whole industry is still in progress. Enterprises such as Foshan Haitian Flavouring And Food Company Ltd(603288) , Jiangsu Hengshun Vinegar-Industry Co.Ltd(600305) , Chacha Food Company Limited(002557) , Haixin Foods Co.Ltd(002702) , Fu Jian Anjoy Foods Co.Ltd(603345) , Chongqing Fuling Zhacai Group Co.Ltd(002507) have announced price adjustment, and a new round of price increase has been formed in the industry. In the follow-up, we will focus on the specific implementation of the price increase and the performance after the price increase.
what are the opportunities for the new energy track after a hot year?
On December 1, Guotai Junan Securities Co.Ltd(601211) 2022 capital market cloud annual meeting entered the third day. That morning, the theme sub forum "dialogue between old and new energy under structural change" was held online. At yesterday's forum, Zhai Kun, chief power analyst of Guotai Junan Securities Co.Ltd(601211) Research Institute, sun Xiyu, chief Petrochemical analyst, Pang Junwen, chief new energy analyst, Shi Yan, senior new energy analyst and Han Qicheng, chief construction analyst, and many other senior researchers gathered to express their latest research views on the investment direction of power, petrochemical, new energy, construction and other industries next year.
For the future development of batteries and energy storage, Shi Yan believes that with the continuous iteration of industry technology and the gradual highlighting of the scale effect of leading enterprises, the market of batteries and materials is expected to be further concentrated.
Looking forward to 2022, Shi Yan said that there are several major trends in power battery and energy storage that deserve special attention: first, the cost pressure is superimposed on the downstream demand, the power battery price is expected to rise, and the profitability of battery enterprises is expected to be gradually repaired; Second, lithium iron phosphate supporting models have been listed one after another and the energy storage market has developed rapidly on the user side and renewable energy grid connection side. The shipment of lithium iron phosphate is expected to rise rapidly; Third, 4680 large cylindrical batteries are expected to take the lead in loading overseas in 2022. China's leading power battery enterprises and material links such as high nickel ternary and silicon carbon cathode are expected to benefit; Fourth, lithium battery separator, copper foil and other links will continue to be in short supply in 2022, and relevant enterprises in the industrial chain are expected to benefit.
Han Qicheng said that the follow-up policies of carbon peak will be implemented one after another next year. Therefore, 2022 may be a big year for the construction of new infrastructure such as new energy power. Specifically, the prosperity of five directions may continue to improve: first, new energy power such as wind power, photovoltaic, hydropower, pumped storage, electrochemical energy storage, nuclear power, UHV and smart grid; Second, green building BIPV roof distributed photovoltaic; Third, industrial energy conservation and carbon reduction in high energy consumption industries such as iron and steel, building materials and nonferrous metals; Fourth, green transportation, such as hydrogen energy (hydrogen battery, hydrogen filling station, hydrogen production and storage); Fifth, landscaping and forest carbon sequestration.
SiC will be sought after by auto enterprises, and the competitiveness of leading companies in the industrial chain will gradually highlight
According to trendforce Jibang consulting research, with the increasing penetration of electric vehicles and the vehicle architecture moving towards 800V high voltage, it is estimated that the global electric vehicle market will demand 1.69 million 6-inch SiC wafers in 2025. The innovation of 800V electrical architecture will promote high-voltage resistant SiC power devices to comprehensively replace Si IGBT, and then become the standard configuration of main drive inverter. Therefore, SiC is deeply sought after by vehicle enterprises.
Tianfeng Securities Co.Ltd(601162) pointed out that 2022 is expected to be the first year of the development of China's 800V voltage platform, and car enterprises have arranged one after another: at present, car enterprises such as Xiaopeng automobile, GAC e'an, E platform, Geely krypton, ideal automobile and BAIC fox have arranged 800V fast charging technology, and are expected to realize mass production after the end of 2021. The on-board power supply has begun to apply SiC devices on a large scale. Meanwhile, the Han model has been equipped with SiC motor controller and the Weilai et7 will also be equipped with SiC motor controller. It is expected that the penetration rate of SiC in the field of motor controller of high-end models will gradually increase in the future.
Silicon carbide SiC devices have the advantages of high frequency, high efficiency and small volume. The upgrading of 800V voltage platform is also one of the driving forces to improve its penetration. It will be applied on a large scale in the future: the future application market of SiC will mainly focus on the field of electric vehicles. In 2019, the global market scale of SiC will be US $984 million, but it will reach US $4832 million by 2025, and the compound growth rate of the industry in the next five years will reach 25.5%. In new energy vehicles, OBC, DC / DC and motor controller have been or will be applied to SiC devices on a large scale. It is expected that 52% of SiC devices will be applied in the automotive field, which will be the largest application market of SiC.
The organization believes that the electric drive system and power semiconductor industry will fully benefit from the application of 800V platform and SiC devices. It is recommended to pay attention to electric drive system companies: Shinry Technologies Co.Ltd(300745) , Zhuhai Enpower Electric Co.Ltd(300681) , Jing-Jin Electric Technologies Co.Ltd(688280) and power semiconductor industry companies: Starpower Semiconductor Ltd(603290) , CRRC Zhuzhou Crrc Times Electric Co.Ltd(688187) and Shandong Tianyue. It is considered that the market competitiveness of leading companies will gradually highlight, and the application of new technologies will also expand the development space and entry barriers of the industry. Leading companies in the industrial chain and companies supporting popular models have good investment value, superimpose future sea going expectations, and are optimistic about the long-term development of supporting enterprises in the industrial chain.
the review and approval of the vocational skills training plan of the 14th five year plan suggests paying attention to vocational education companies with core competitiveness
On December 1, the executive meeting of the State Council deliberated and adopted the vocational skills training plan for the 14th five year plan to speed up the training of high-quality workers and technical skills. The meeting pointed out that during the "14th five year plan" period, we should adhere to the employment orientation, adapt to market demand, and promote the expansion and quality improvement of vocational skills training. First, support all kinds of Vocational Colleges and vocational training institutions to carry out training, give full play to the main role of enterprise training, strengthen job stabilization training, and improve the skill training mechanism of employees. Second, strengthen the support of investment in the central budget for the construction of public training bases. Implement the pre Tax Deduction Policy of training funds. Provide tax support for the purchase of relevant equipment for training. We will continue to use the unemployment insurance fund to carry out job stabilization and vocational skills training. Third, strengthen the training of high skilled talents in advanced manufacturing and modern service industries. We will improve the employment and entrepreneurship ability of key groups such as college graduates and train more than 30 million migrant workers. Improve the quality of vocational education and training for employment and entrepreneurship.
Guolian Securities Co.Ltd(601456) believes that in the future, the supporting policies to attract and support excellent students to apply for vocational colleges, government institutions and enterprises to recruit vocational school graduates with the same treatment will be continuously improved, the "entrance" and "exit" ends of vocational schools will gradually break the problem of discrimination, and the favorable policies of academic vocational education sector will continue to emerge. It is suggested to continue to pay attention to the academic vocational education sector.
Century Securities pointed out that on October 12, the general office of the CPC Central Committee and the general office of the State Council issued the opinions on promoting the high-quality development of modern vocational education. The opinions has implemented the key links in the development of vocational education, and the support has been strengthened. Encourage listed companies and industry leading enterprises to organize vocational education, and encourage all kinds of enterprises to participate in vocational education according to law. The opinion shows that the policy still supports the development of vocational education, and there are investment opportunities in academic vocational education and non academic vocational education training tracks. However, due to the gradual transformation of relevant education enterprises affected by the "double reduction" policy to carry out vocational education business, it is bound to aggravate the competition situation in the industry. It is suggested to focus on high-quality companies that are expected to benefit from policy support for a long time and have core competitiveness: China Education Holdings, hope education, China Oriental Education, Offcn Education Technology Co.Ltd(002607) , Suzhou Kingswood Education Technology Co.Ltd(300192) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) .
