Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
the covid-19 mutant strain is threatening. Four A-share testing companies’ vocal concept stocks rose
On November 29, the covid-19 detection plate opened stronger. As of press time, Jiangsu Skyray Instrument Co.Ltd(300165) rose by the limit, Beijing Hotgen Biotech Co.Ltd(688068) , Zhejiang Orient Gene Biotech Co.Ltd(688298) and other stocks rose one after another. According to the news, since the first case of Omicron infection was found on November 24, up to now, 10 countries and regions have reported the discovery of the new variant strain.
It is understood that the delta mutant strain contains a total of 15 mutations, while the Omicron mutant strain is known to carry at least 32 mutations. A large number of mutations mean that it may weaken the effectiveness of the existing covid-19 vaccine and may be more infectious. The who said that more experimental data are still needed to assess whether it is more infectious or more resistant to the vaccine.
In the face of the attack of covid-19 Super Mutant, whether the existing detection reagents can detect new viruses has aroused widespread concern. In this regard, several detection reagent companies responded quickly, Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Beijing Hotgen Biotech Co.Ltd(688068) , Shanghai Zj Bio-Tech Co.Ltd(688317) , Zhejiang Orient Gene Biotech Co.Ltd(688298) all said that the company’s covid-19 detection kit can effectively detect Omicron virus.
the e-cigarette regulatory agency believes that it is good for the advantageous manufacturers in these three aspects
E-cigarette supervision boots finally landed. On November 26, the State Council issued a decision on Amending the regulations for the implementation of the tobacco monopoly law of the people’s Republic of China. One article was added as Article 65 of the regulations: “electronic cigarettes and other new tobacco products shall be implemented with reference to the relevant provisions of these regulations.” Experts said that this means that the e-cigarette industry is officially incorporated into the tobacco regulatory system, and there will be laws for the future development of the industry, which is expected to bid farewell to the disorderly growth.
Tianfeng Securities Co.Ltd(601162) said that (1) e-cigarette has an official identity and the industry has entered the stage of orderly supervision; (2) E-cigarettes and other new types of tobacco are included in the sales system of China tobacco, and policies and norms are carried out along the direction of strengthening China Tobacco supervision; (3) After being incorporated into tobacco management, China tobacco pipe has two ends of nicotine and tobacco sales, and continues to pay attention to the promotion of tax and other detailed rules; (4) After the management department is determined, various standards, such as the national standard of electronic cigarettes, production standards, sales channels and other detailed rules will be gradually determined; (5) Benefit manufacturers with high production standards, high-tech reserves and high capital reserves. It is recommended to pay attention to Anhui Genuine New Materials Co.Ltd(603429) , Smallworld international, Shenzhen Jinjia Group Co.Ltd(002191) .
soliciting opinions on the management measures for the development and construction of photovoltaic power generation is beneficial to the listed companies related to photovoltaic power station projects
According to the national energy administration, in order to further optimize the development and construction management of photovoltaic power plants and promote the sustainable and high-quality development of photovoltaic power generation industry, relevant units were organized to revise and form the management measures for development and construction of photovoltaic power generation (Exposure Draft) on the basis of the Interim Measures for project management of photovoltaic power plants.
According to the draft, the annual development and construction plan of photovoltaic power station can be divided into guaranteed grid connection scale and market-oriented grid connection scale according to national requirements. If all localities determine the indemnificatory grid connection projects or market-oriented grid connection projects in batches, they shall disclose the relevant information to the public in time. For projects not included in the annual development and construction plan of photovoltaic power station, the power grid company shall not handle the power grid access procedures. The competent energy departments at all levels are encouraged to adopt the management method of project library and do a good job in the project reserve of photovoltaic power plants.
Sinolink Securities Co.Ltd(600109) pointed out that the measures are a policy update based on the Interim Measures for the management of photovoltaic power station projects issued in 2013, including: 1) delegating the approval authority of photovoltaic power stations to the provincial energy bureaus, and the provinces can determine the construction scheme according to the renewable energy planning and consumption, which is conducive to the development of photovoltaic projects according to local conditions and shorten the approval process; 2) More strict and detailed requirements are made for the approval and commissioning cycle of power grid, and power generation enterprises are allowed to invest in supporting transmission projects, which is conducive to shortening the project cycle and reducing the consumption pressure of grid connection; 3) It has planned and guided the policies issued by local governments and competent energy departments, clarified the powers and responsibilities, helped to avoid industry chaos, optimized the business environment, better guided the development of photovoltaic in the era of parity, and effectively guaranteed the realization of the double carbon goal.
the price of lithium carbonate rose steadily in November. It is expected that there is still room for rise in the short-term price (with shares)
According to the price monitoring of business agency, the market price of industrial grade and battery grade lithium carbonate in East China continued to rise steadily in November, and the rising momentum accelerated slightly near the end of the month. As of November 26, the average price of industrial grade lithium carbonate in East China was 192000 yuan / ton, which increased by 5.03% compared with the average price at the beginning of the month (the average price of industrial carbon in East China was 182800 yuan / ton on November 1). On November 26, the average price of battery grade lithium carbonate in East China was 202200 yuan / ton, which increased by 6.09% compared with the average price at the beginning of the month (the average price of carbon in East China was 190600 yuan / ton on November 1). Until the 26th, the comprehensive price of industrial grade lithium carbonate was 187000-195000 yuan / ton, and the comprehensive price of battery grade lithium carbonate was 194000-22000 yuan / ton. The business society believes that the end of the year is approaching, and the advance of the Spring Festival holiday next year makes the purchasing sentiment in the downstream market relatively positive, and some enterprises have entered the state of raw material reserves. The superimposed market demand gap is still, and the short-term lithium carbonate price is expected to have upward space.
In terms of A-share investment, Kaiyuan Securities pointed out that it is expected that the tight supply and demand situation of the global lithium industry will be difficult to change from 2021 to 2022, and lithium mines are easy to rise but difficult to fall under the rigid gap. According to the calculation, it is expected that the tight supply and demand situation of the global lithium industry will be difficult to change from 2021 to 2022, and lithium mines are easy to rise but difficult to fall under the rigid gap. On the supply side, the new capacity of global lithium resources is limited in the short term, and the supply shortage has been basically determined. On the demand side, the downstream demand represented by new energy vehicles is accelerating. According to the calculation, the global lithium supply and demand balance is expected to reach + 5.4, + 1.0, – 2.3 and + 53000 tons of LCE respectively from 2020 to 2023, and the tight balance will continue to be maintained from 2021 to 2022. The lithium price is expected to continue to strengthen, and lithium mining enterprises are expected to fully benefit, mainly including Ganfeng Lithium Co.Ltd(002460) , Tianqi Lithium Corporation(002466) , Yongxing Special Materials Technology Co.Ltd(002756) , Chengxin Lithium Group Co.Ltd(002240) , Qinghai Salt Lake Industry Co.Ltd(000792) , Keda Industrial Group Co.Ltd(600499) , Tibet Summit Resources Co.Ltd(600338) .
strong rise of hydrogen energy
On November 18, the Ministry of transport issued the “14th five year plan” for the development of integrated transport services, proposing to speed up the planning, layout and construction of infrastructure such as charging, replacement and hydrogenation. Beijing, Shandong and other places have issued development plans and implementation plans for hydrogen energy industry, and formulated specific construction objectives. According to the implementation plan for the development of hydrogen energy industry in Beijing (2021-2025), 10 to 15 leading enterprises in the industrial chain with international influence will be cultivated by 2025, and the industrial scale of hydrogen energy industrial chain in Beijing, Tianjin and Hebei will reach more than 100 billion yuan.
According to the data of China hydrogen energy alliance, by 2025, the output value of China’s hydrogen energy industry will reach 1 trillion yuan, the demand for hydrogen will be close to 60 million tons, and the carbon dioxide emission reduction will be about 700 million tons.
Hydrogen energy is considered as a promising secondary energy with the advantages of clean, low carbon, high calorific value and high conversion rate. The development of hydrogen energy is of great significance for energy conservation and emission reduction, deep decarbonization and improvement of utilization efficiency in the energy field. The hydrogen energy industry chain involves a wide range of links, including upstream hydrogen production, midstream storage and transportation and downstream application.
Driven by the policy, the hydrogen industry stands at the air outlet. According to insiders, the top-level design document of hydrogen energy is expected to be issued in the near future. China Securities Journal reporter found that hydrogen production from fossil energy is the main source of hydrogen production in China, accounting for more than 60%, but it has the “grey hydrogen problem” of high carbon emissions. With the rapid development of clean energy industry, the production of “green hydrogen” from electrolytic water has ushered in the dawn.
interpretation of the fire line of six fund managers of Shenyong at the end of the year in the military sector
In the fourth quarter, the performance of the military industry sector has become a bright color in winter. Data show that as of November 27, the CSI military industry index has increased by more than 17% since October 13.
What factors triggered the outbreak of the military industry sector at the end of the year? Can this market continue? Often regarded by the market as “theme investment”, does the military industry sector have long-term layout value? How to layout through funds? To this end, the reporter of China fund daily interviewed Huo Huaming, manager of GF CSI military ETF and feeder fund, Zou Chengyuan, manager of southern military reform fund, Li Wenbin, manager of Wanjia fund, Xie Yi, manager of Nord fund, Li Han, manager of ChuangJin Hexin advanced equipment fund, and Liu Tian, manager of Huian fund.
These fund managers believe that the military industry sector is gradually changing from event driven to performance driven, with medium and long-term investment value. However, before investing in the military sector, investors should fully understand the fundamentals and fluctuations of the military sector, and it is best to participate in the way of fixed investment related funds.
