Today (December 1), the Shanghai index staged a tail raising market to welcome the good start of December, while the gem index was relatively weak. On the disk, in the industry, papermaking and printing, beauty care, coal, gas, environmental protection, expressway and other industries led the increase; Wind power equipment, medical devices, biological products and other industries led the decline. In terms of subject stocks, oil and gas equipment and services, hydrogen energy, data security and carbon trading led the increase, while in vitro diagnosis, hit battery, cro and virus prevention led the decline.
Wuliangye Yibin Co.Ltd(000858) brewing “extra planned” price increase can drive high-end Baijiu new round of price rise
Wuliangye Yibin Co.Ltd(000858) the annual “1218” conference is coming, and there is a “rising voice” in the market. According to the dealer, at present Wuliangye Yibin Co.Ltd(000858) requires the price of the eighth generation Wuliangye Yibin Co.Ltd(000858) general five-year plan to be increased from 889 yuan / bottle to 1089 yuan / bottle, so as to achieve the purpose of price increase by increasing the dealer’s cost price.
In the industry, high-end liquor prices are more competitive for “status”, Wuliangye Yibin Co.Ltd(000858) if prices rise, leaving the price space, do not rule out other high-end Baijiu baijiu.
Baijiu Baijiu Cai Xuefei, an analyst at Baijiu, told reporters that the price of high-end liquor and the logic of cost growth are not very high. The channel of high-end liquor is very strong bargaining power, which can transfer costs to the channels, terminals and consumers. The five wave liquid is more of a brand in terms of price increase. And Wuliangye Yibin Co.Ltd(000858) as the leader of Luzhou flavor, the price increase is also to avoid dilution of brand value.
the national standard of e-cigarette has entered the stage of “soliciting opinions”, and the upstream and downstream leaders of the industry are expected to fully benefit
On December 1, the tobacco sector rose strongly in the session, Chengdu Information Technology Of Chinese Academy Of Sciences Co.Ltd(300678) , Shanghai Shunho New Materials Technology Co.Ltd(002565) , Minfeng Special Paper Co.Ltd(600235) and other six stocks rose by the limit, and the rest rose to varying degrees. On the news side, on November 30, the national standard information public service platform reported that the progress status of the national standard plan e-cigarette project was changed to “solicit opinions”.
Tianfeng Securities Co.Ltd(601162) believes that the release of the draft of the national standard initially defines the production standard and supervision direction of atomized e-cigarette. In the follow-up, we still need to wait for the implementation of specific rules. The implementation of supervision will effectively push up the industry threshold, improve the concentration and benefit the upstream and downstream leading enterprises in the industry.
Zheshang Securities Co.Ltd(601878) pointed out that the formal amendment of the tobacco monopoly law gives the official legal status of e-cigarette, makes it clear that the main regulatory body is China tobacco, and the future will be a healthy development under orderly supervision, completely eliminates the concern of “one size fits all” of atomization, the industry will usher in a pattern reshuffle from product to channel to production end, and the products of non-standard small brands and small workshops will be cleared, The real benefit is the increase of leading shares.
the policy of strengthening the hydrogen energy sector catalyzes the superposition of enterprise layout and cost reduction to promote the positive cycle of the industry
Today, the hydrogen energy sector strengthened significantly, and several stocks rose by the limit. In terms of news, as an important part of carbon neutralization policy, the hydrogen energy industry has developed rapidly in recent years under the continuous favorable policies. Taking hydrogen energy vehicles as an example, according to the statistics of China Automobile Association, the production and sales of fuel cell vehicles increased by about 45% year-on-year in the first October of this year. In addition, the future development space of hydrogen energy industry is huge. According to the white paper 2020 on China’s hydrogen energy and fuel cell industry, under the scenario of carbon peak in 2030, China’s annual demand for hydrogen will reach 37.15 million tons, accounting for about 5% of the end energy consumption, the renewable hydrogen production will be about 5 million tons, and the installed capacity of electrolytic cell will be about 80gw.
Citic Securities Company Limited(600030) believes that under the promotion of policies, the participation of leading energy enterprises, the localization of key materials and technological iteration, the cost reduction and market scale expansion of hydrogen energy industry chain are expected to form a positive cycle in the future, and the industrialization can be expected. The expectation of the introduction of top-level policies in the industry may bring a new round of catalyst for hydrogen energy companies and promote a new round of rise in share prices. With the increase of distribution enterprises and the appearance of policy effects, the expectation of accelerating industry industrialization is more certain.
In terms of benefit targets, Citic Securities Company Limited(600030) pointed out that it would continue to recommend companies with positive layout and first mover advantages in all links of the hydrogen energy industry chain: the leader of fuel cell system Beijing Sinohytec Co.Ltd(688339) , the Shanxi Meijin Energy Co.Ltd(000723) , Dongfang Electric Corporation Limited(600875) , Weichai Power Co.Ltd(000338) of the whole industry chain layout, Dongyue Group with sudden rupture of proton exchange membrane, the key material of fuel cell, and Moon Environment Technology Co.Ltd(000811) with sufficient technical reserves in hydrogen energy compression equipment.
the two departments hold important meetings. Is this subdivision going to take off? List of concept stocks
The Ministry of agriculture and rural areas requires to speed up the replenishment of the short board of agricultural machinery and put the concept of agricultural machinery on the air outlet. According to the data, there are 27 A-share agricultural machinery concept stocks. The plate belongs to the mechanical equipment segment, and 5 shares have been rated by agencies, namely Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) , Estun Automation Co.Ltd(002747) , Weichai Power Co.Ltd(000338) , Guangxi Liugong Machinery Co.Ltd(000528) and First Tractor Company Limited(601038) , with 20, 18, 9, 3 and 1 rating agencies respectively. The most concerned Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) has expanded its agricultural machinery business to more than 70 countries around the world, which can provide full mechanized solutions for agricultural production. The latest concept stocks with a market value of more than 100 billion are Weichai Power Co.Ltd(000338) . In recent years, the company has expanded rapidly in the field of agricultural machinery power. In the future, the company will further develop relevant markets by virtue of “Weichai engine + Linde high pressure hydraulic”.
From the difference between the latest price and the target price, there is more than 20% room for the rise of the four stocks; The rising space of Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) , Weichai Power Co.Ltd(000338) , Guangxi Liugong Machinery Co.Ltd(000528) , Estun Automation Co.Ltd(002747) is 65.06%, 49.89%, 31.12% and 21.89% respectively.
The organization predicts that the growth rate of net profit in First Tractor Company Limited(601038) 2021 is the highest, 248.24%; The company is the leading Tractor Company in China. In the first three quarters, the net profit attributable to the parent company was 669 million yuan, a year-on-year increase of 40.08%, mainly because the state attached great importance to the construction of “agriculture, rural areas and farmers” during the year; In the first three quarters, the company sold 64600 large and medium-sized tractor products, a year-on-year increase of 35.29%. The forecast net profit growth rate of Estun Automation Co.Ltd(002747) is also 43.56%.
China United Network Communications Limited(600050) 5g message ecological development forum will be held soon, and 5g message ecological Alliance (attached shares)
China United Network Communications Limited(600050) 5g news ecological development forum of “Zhixin future” will be held on December 7. Focus on hot topics such as 5g news industry innovation and sustainable development, ecological cooperation and empowerment, developer community and application, explore new models and paths for 5g news development, and exchange new directions and ideas for 5g news ecological construction. At the same time, the China United Network Communications Limited(600050) 5g news ecological alliance was launched to explore and create new business formats based on 5g news together with partners in the industrial chain, so as to promote win-win cooperation and ecological prosperity of 5g news.
5g message is built based on GSMA RCS up 2.4 standard. With SMS as the entrance and mobile phone number as the user ID, it realizes the interaction, multimedia and lightweight of industry messages by introducing MAAP technology, which not only supports the interaction of multimedia messages between individual users, It also enables industry customers and individual users to provide rich media based information digital interactive services through the operator network.
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) .
the two departments promote the transformation and upgrading of agricultural mechanization, and the leading enterprises are expected to usher in a long business cycle (with shares)
On November 30, the Ministry of agriculture and rural areas and the Ministry of industry and information technology jointly held a meeting to promote the work of making up the shortcomings of agricultural machinery and equipment in Beijing on November 29. The meeting stressed the need to focus on the whole industrial chain, strengthen the R & D, manufacturing, promotion and application of agricultural machinery and equipment, accelerate the filling of weaknesses, promote the transformation and upgrading of agricultural mechanization, better support the comprehensive promotion of Rural Revitalization and accelerate agricultural and rural modernization. Focusing on the urgent needs of the industry and the urgent needs of farmers, we should systematically sort out the list of short board weaknesses of agricultural machinery and equipment, clarify the key complete machine products, key core parts, basic software, basic materials and basic processes, organize “industry, University, research, use and push” high-quality resources to jointly tackle key problems, and strive to deploy, break through and promote a batch every year.
China Securities Co.Ltd(601066) pointed out that according to the statistics of the Agricultural Machinery Industry Association, by the end of October 2020, 319400, 729200, 247300, 124200, 70200 and 44100 large and medium-sized tractors, tillage and land preparation machines, combine harvesters, planters, transplanters and plant protection machines had been sold in China, with a year-on-year increase of 23.56%, 10.38%, 14.81%, 23.46%, 9.29% and 36.18% respectively. In addition, emerging markets such as animal husbandry machinery, feed harvesting machinery, aquaculture machinery, drainage and irrigation machinery, baler (press), straw crushing and returning machine, potato harvester and fruit and vegetable drying equipment have increased to varying degrees.
In terms of the total amount of subsidies, the amount of subsidies for the purchase of agricultural machinery in China has reached 19.726 billion yuan from January to October 2020, more than 18 billion yuan in 2019, the first rebound since 2017, indicating that China has increased its support for the agricultural machinery industry. Secondly, according to China No. 1 central document issued in February 21, 2021, China will increase the subsidy for agricultural machinery purchase in 14th Five-Year, and the total amount of future subsidies will still rise. The key directions of subsidies are green high-end agricultural machinery and agricultural machinery in Hilly and mountainous areas. This kind of agricultural machinery has high technical barriers and large R & D investment. Only leading enterprises have the technical and financial strength to carry out R & D and production. In the future, the subsidy resources will be further concentrated to the head enterprises, which will benefit the development of the head enterprises. China Securities Co.Ltd(601066) recommend Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) and pay attention to First Tractor Company Limited(601038) .
