Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
head paper enterprises “raise prices hand in hand” again, and the paper sector rekindles its upward trend
In early trading on December 1, the paper sector rose sharply, leading the two cities. As of press time, Minfeng Special Paper Co.Ltd(600235) rose by the limit, and many stocks such as Fujian Qingshan Paper Industry Co.Ltd(600103) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Yibinpaperindustryco.Ltd(600793) rose one after another.
In terms of news, recently, the leading enterprises in the cultural paper industry successively issued price increase letters, with the price increase ranging from 200 yuan / ton to 300 yuan / ton. Most enterprises have implemented it since December 1. From the data, the strength of cultural paper price rebound is not high. According to the monitoring data of Baichuan Yingfu, the current price of cultural paper is about 5800 yuan / ton, which is about 6000 yuan / ton after this round of price increase.
China Industrial Securities Co.Ltd(601377) according to the analysis, from a fundamental point of view, cultural paper has entered the bidding and production stage of teaching auxiliary teaching materials in the spring of 2022, and the demand margin has improved. At the same time, due to the initial bad basically exhausted, with the reduction of imported paper, the demand margin has improved and the cost has been gradually alleviated.
CITIC futures said that there is no deterministic demand driven growth of cultural paper in 2022, but due to the great impact in 2021, the most common next year may be the normal growth of demand. At the same time, considering the current high inventory of cultural paper, it is expected that the second half of the year will be better than the first half of the year.
can the company’s share price usher in a turnaround?
On December 1, Shanghai International Airport Co.Ltd(600009) opened significantly higher. On the news, on November 30, Shanghai International Airport Co.Ltd(600009) issued the report on issuing shares to purchase assets and raise supporting funds and related party transactions (Draft). It is proposed that Shanghai International Airport Co.Ltd(600009) purchase 100% equity of Hongqiao company from airport group by issuing shares at the price of 44.09 yuan / share (no less than 90% of the average trading price of the company’s shares in the 20 trading days before the pricing benchmark date) 100% equity of the logistics company and the fourth runway in Pudong, with a total transaction price of 19.132 billion yuan.
According to the securities times, Zheshang Securities Co.Ltd(601878) analyst Li Dan said that the acquisition of Hongqiao will solve the problem of horizontal competition, so as to fulfill the commitment to shareholders and restore the public financing function, so as to prepare for the public fund-raising of T3 expansion at that time. International flights have not been resumed under the epidemic. At present, it is a rare opportunity for Hongqiao Airport and logistics companies to surpass Pudong Airport in terms of profitability. It is a better time to solve the problems left over by history.
Li Dan pointed out that overseas countries will gradually open their doors. With the continuous improvement of vaccination rate, there is a high probability of marginal relaxation of China’s entry-exit policy next year. Shanghai Pudong International Airport is the largest international hub airport in China, accounting for more than half of the international and regional passenger throughput. It will show great performance flexibility in the international recovery stage. The company is still at the bottom. When the international passenger flow begins to recover, Shanghai International Airport Co.Ltd(600009) will gradually recover its voice in the tax-free business, and its performance and valuation will be repaired simultaneously. Considering that the current round of tax-free contracts is expected to be renegotiated, and the probability of the next round of tax-free contracts still adopts the model of minimum guarantee or commission, the elasticity of tax-free income is expected to significantly improve the current pessimistic expectation and firmly optimistic about the long-term development space of Shanghai International Airport Co.Ltd(600009) .
won the large-scale order of “ningwang” of RMB 3.6 billion Shenzhen Frd Science & Technology Co.Ltd(300602) nearly 60000 times of single word limit
On December 1, Shenzhen Frd Science & Technology Co.Ltd(300602) soared to the limit. On the news, on November 30, Shenzhen Frd Science & Technology Co.Ltd(300602) announced that the company signed a cooperation agreement with Contemporary Amperex Technology Co.Limited(300750) . The company is an important cooperation supplier of Contemporary Amperex Technology Co.Limited(300750) and can provide Contemporary Amperex Technology Co.Limited(300750) with die castings, liquid cooling plates, connectors, composites and other products. In the next five years, Contemporary Amperex Technology Co.Limited(300750) is expected to purchase about 3.6 billion yuan from Shenzhen Frd Science & Technology Co.Ltd(300602) .
According to Dongcai choice, as of November 19, Shenzhen Frd Science & Technology Co.Ltd(300602) had 18600 shareholders. Since October, Shenzhen Frd Science & Technology Co.Ltd(300602) shares have risen 38%.
According to the data, Shenzhen Frd Science & Technology Co.Ltd(300602) is mainly engaged in the R & D, design, production and sales of electromagnetic shielding materials and devices, heat conducting materials and devices, base station antennas and related devices, and protective functional devices. In the first three quarters of 2019, 2020 and 2021, the company achieved revenue of RMB 2.615 billion, RMB 2.929 billion and RMB 2.014 billion respectively; The net profit was 351 million yuan, 209 million yuan and 143 million yuan respectively.
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) .
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.
insurance capital allocation “rush” to sweep away the new energy consumption sector
Chen Li, director of Chuancai Securities Research Institute, believes that it is highly likely that the A-share market will be dominated by structural market in the first quarter of next year, and the overall upward trend of the market continues. Driven by the policy, the new energy sector will maintain an upward trend. Affected by the global situation and the covid-19 epidemic, the medical and military sectors also have performance opportunities, and the consumer sector is more likely to rise again after the early adjustment.
For the specific sectors of insurance capital, Chen Li revealed that the head enterprises in the sectors of new energy, consumption and banking are more likely. In terms of new energy, under the “double carbon” policy, the future development space of the industry is large and suitable for long-term layout. After the previous adjustment, the overall valuation of the consumer and banking sectors returned to a reasonable range, which was in line with the characteristics of insurance funds and the long-term investment preferences of some institutions.
Everbright Yongming assets expects that the small and medium-sized growth stocks represented by the science and Innovation Board will usher in the “Davis double click” market. We can pay attention to the industrial chain represented by “specialization and innovation” and actively layout the field of national defense equipment. The new energy industry will be divided, and the traditional industries may be dominated by structural opportunities.
