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risk tips: it is difficult to stop the daily limit Anhui Xinli Finance Co.Ltd(600318) the five connected boards have risen by more than 60%
On November 30, Anhui Xinli Finance Co.Ltd(600318) raised the limit again; Previously, the limit rose for four consecutive trading days. So far, the stock has increased by more than 60% in five trading days. On the news side, Anhui Xinli Finance Co.Ltd(600318) issued a risk warning announcement, saying that due to the abnormal fluctuation of the share price of the listed company or the abnormal transaction may be suspected of insider trading, the two sides of the reorganization may not be able to reach an agreement on the valuation, and the proposed asset pledge and freezing cannot be lifted, resulting in the risk of suspension, suspension or cancellation of this reorganization.
The announcement further pointed out that the subject company involved in the restructuring has the risk of continuous losses, pending litigation and macroeconomic fluctuations. There is a risk of continuous decline in the company’s operating performance. The valuation level of the company is significantly higher than that of other enterprises in the same industry of diversified finance.
hydrogen energy top-level planning or accelerating the introduction of concept stocks, which industrial chains deserve attention?
On November 30, the concept of hydrogen energy rose sharply, Youon Technology Co.Ltd(603776) , Jinko Power Technology Co.Ltd(601778) , Citychamp Dartong Co.Ltd(600067) rose once, the share price of Chengdu Shenleng Liquefaction Plant Co.Ltd(300540) rose sharply, and other stocks rose one after another. On the news side, Shanghai, Chongqing, Henan and other places have successively introduced hydrogen energy local subsidy policies recently, which not only involves the whole industrial chain, but also the subsidy is not small.
According to Shanghai Securities News, after a long period of planning and discussion, the national hydrogen energy top-level design is expected to speed up the release to the public. This is a medium and long-term plan involving the hydrogen energy industry, which will play a leading role in the sustainable development of the hydrogen energy industry in the future.
Galaxy Securities said that several heavyweight documents successively issued this year put forward the prospect of hydrogen energy development. Many places have issued the “14th five year plan” for hydrogen energy industry and laid out the construction of hydrogen energy infrastructure in the future. Different policies reflect strong support for the hydrogen energy industry. The superposition industry has great long-term development potential. It is recommended to invest in hydrogen production, storage and transportation, as well as core components and complete vehicles in the hydrogen energy industry chain.
the titanium dioxide project with an annual output of 100000 tons was officially put into operation Shan Dong Lubei Chemcal Co.Ltd(600727) daily limit
Tuesday morning, Shan Dong Lubei Chemcal Co.Ltd(600727) limit. On the news, Shan Dong Lubei Chemcal Co.Ltd(600727) announced on November 29 that the relocation and comprehensive technical transformation project with an annual output of 100000 tons of rutile titanium dioxide invested and constructed by the wholly-owned subsidiary Jinhai titanium industry has completed the main construction, equipment installation and commissioning, and entered the commissioning stage in October 2021. At present, the project has been officially put into operation. After the project is completed, the annual production capacity of rutile titanium dioxide can be increased by 100000 tons, so that the production capacity of titanium dioxide of the company can be increased to more than 200000 tons / year.
According to the announcement, Jinhai titanium industry has an annual output of 100000 tons of rutile titanium dioxide. The relocation and comprehensive technical transformation project adopts mature sulfuric acid production process, which has high comprehensive production efficiency and low unit energy consumption. All the equipment of the project is localized, and the process technology, equipment selection and automatic control level are at the leading level in the industry. The total budget investment of the project is 819 million yuan. The construction unit mainly includes more than 30 processes such as grinding, acidolysis, hydrolysis, calcination, post-treatment and titanium reduction. After the project is completed, it can be combined with the company’s existing titanium, sulfur, phosphorus and calcium to achieve a high degree of fit in the circular economy industrial chain.
In terms of the impact on the company, the announcement said that after the project is completed, 100000 tons of rutile titanium dioxide production capacity can be added every year, so that the company’s titanium dioxide production capacity can be increased to more than 200000 tons / year, which is conducive to further improving product competitiveness and market share, enhancing profitability and consolidating the company’s position in the titanium dioxide industry.
the price increase agency of lithium iron phosphate predicts that the installed capacity of lithium iron phosphate in China will account for 60% in 2025
According to the data of Baichuan Yingfu, the market demand for lithium iron phosphate continued to increase this month, and the mainstream market price was reported as 90000 yuan / ton, an increase of 3000 yuan / ton compared with the previous month. The downstream power cell enterprises have actively inquired, and the market demand continues to be strong.
Caixin Securities pointed out that with the continuous decline of subsidies, battery manufacturers are facing the pressure of cost reduction. The cost performance of lithium iron phosphate battery is prominent, driving the resurgence of its installed capacity. The installed capacity proportion has increased from 13% in February 2020 to 60.8% in September 2021. It is expected that in the absence of major breakthroughs in the battery technology route, lithium iron phosphate will maintain a cost advantage for a long time. With many car enterprises represented by Tesla choosing lithium iron phosphate batteries for supporting, it is expected that the installed capacity of lithium iron phosphate in China will account for 60% in 2025, and that overseas will also reach 20%. It is expected that the medium and long-term penetration rate of lithium iron phosphate in the world is expected to reach 35%.
The preparation process of lithium iron phosphate has been relatively mature, and the prices of materials with similar properties from various manufacturers are also similar. With the continuous overcoming of preparation barriers, the continuous improvement of downstream demand and the continuous release of supply side, it is expected that lithium iron phosphate will show more commodity properties in the future and dilute the product premium brought by manufacturing barriers. Caixin securities suggests paying attention to the industry leader Shenzhen Dynanonic Co.Ltd(300769) with rapid growth under the high demand for lithium iron phosphate; In addition, it is suggested to pay attention to chemical enterprises with resource advantages that cross-border enter the lithium iron phosphate industry, such as Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Sichuan Development Lomon Co.Ltd(002312) , Jiangsu Lopal Tech.Co.Ltd(603906) .
China’s wind power grid connected installed capacity has ranked first in the world for 12 consecutive years (with shares)
According to China Central Television News, according to the national energy administration, up to now, China’s grid connected installed capacity of wind power has reached 300.15 million KW, breaking the 300 million KW mark, doubling compared with the end of 2016, 1.4 times the total installed capacity of wind power in the EU and 2.6 times that in the United States at the end of 2020. It has ranked first in the world for 12 consecutive years.
At present, wind power accounts for about 13% of the total installed power supply in the country, and the power generation accounts for about 7.5% of the total electricity consumption in the whole society, an increase of 0.3 and 1.3 percentage points respectively compared with the end of 2020, and the contribution of wind power to the national power supply continues to increase.
Citic Securities Company Limited(600030) pointed out that after the rush for installation in 2020, the installed capacity center of China’s wind power industry is still expected to reach 40gw in 2021. The subsidy “last bus” for offshore wind power projects will be a strong support. It is expected that the annual average installed capacity of wind power from 2021 to 2025 will be 55gw and CAGR will be 11.8%. The blade is developing towards large-scale, which puts forward higher requirements for the performance of key materials. In the future, wind power materials will develop towards lightweight, high strength and low cost.
The trend of large-scale wind power blades promotes the reform of the supply end of core materials, and the blade technology iteration improves the demand for material performance. The import dependence of key materials for wind power blade manufacturing is high, and some enterprises are accelerating the layout, so localization is imperative. Jilin Carbon Valley, Longhua Technology Group(Luoyang)Co.Ltd(300263) , Sobute New Materials Co.Ltd(603916) , Sinoma Science & Technology Co.Ltd(002080) , China Jushi Co.Ltd(600176) , Shandong Shuangyi Technology Co.Ltd(300690) and Sinopec Shanghai Petrochemical Company Limited(600688) are recommended. It is recommended to pay attention to Jilin Chemical Fibre Co.Ltd(000420) , Yangzhou Chenhua New Material Co.Ltd(300610) , Wuxi Acryl Technology Co.Ltd(603722) , Swancor Advanced Materials Co.Ltd(688585) , Kangda New Materials( Group) Co.Ltd(002669) , Changzhou Tiansheng New Materials Co.Ltd(300169) , Lihuayi Weiyuan Chemical Co.Ltd(600955) and Zhongfu Shenying, which impacts the gem.
Major shareholders of 483 companies increased their holdings in chemical and other industries during the year, ranking among the top
According to the data, as of the evening of November 29, 1349 important shareholders of 483 listed companies had increased their holdings of shares of listed companies, with a total amount of 54.11 billion yuan and a total number of 6.99 billion shares.
In the same period of last year, 1102 important shareholders of 431 listed companies increased their holdings of shares of listed companies, with a total amount of 48.289 billion yuan and a total number of 7.006 billion shares.
In terms of industry, the manufacturing of chemical raw materials and chemical products, the manufacturing of computers, communications and other electronic equipment, water transportation, and agricultural and sideline food processing industry rank among the top in terms of increased holdings by important shareholders.
Many companies have a high proportion of increased holdings by important shareholders. Taking Fujian Dongbai (Group) Co.Ltd(600693) as an example, Fengqi investment, the controlling shareholder of the company, plans to increase the shares of the company through the system of Shanghai Stock Exchange within 6 months from June 18, 2021. The total cumulative increase is not less than 3% of the total share capital of the company, not more than 6% of the total share capital of the company, and the increase price is not more than 6 yuan / share. As of November 29, 2021, Fengqi investment has accumulated 35.9292 million shares of the company through the trading system of Shanghai Stock Exchange, accounting for 4% of the total share capital of the company.
