The Ministry of transport has laid out green and low-carbon development, with rail transit and charging for electricity concept stations on the air outlet.
favorable transportation policies
Recently, the Ministry of transport issued the notice on actively expanding effective investment in transportation, which plans to expand effective investment in transportation in 2022 to achieve a “good start” and “stable start”. These include accelerating the construction of major highway infrastructure, major water transportation infrastructure, green and low-carbon transportation infrastructure and other key tasks. Transportation carbon reduction will focus on the optimization of transportation structure, the promotion and application of energy-saving and low-carbon equipment, green and low-carbon travel, resource conservation and intensive utilization and other key work. The investment in green and low-carbon transportation infrastructure is hot. Track transportation, charging and power exchange facilities and other tracks have attracted much attention, and the future market space can be expected.
Urban rail transit refers to the public transport facilities with fixed lines, fixed tracks, transportation vehicles and service facilities, that is, the general term of subway, light rail, rail electric vehicle, etc. According to the data of the Ministry of transport, in January 2022, a total of 51 cities in 31 provinces (autonomous regions and municipalities directly under the central government) and Xinjiang production and Construction Corps opened 270 urban rail transit lines with an operating mileage of 8759 kilometers. Some institutions predict that the cumulative operating mileage of China’s urban rail transit will exceed 10000 kilometers in 2022, and the market demand will continue to expand.
According to the statistics of securities times · data treasure, among the rail transit concept stocks with a year-on-year increase in net profit of more than 50%, the performance of 13 stocks doubled, and the net profit of Taiyuan Heavy Industry Co.Ltd(600169) , Guodian Nanjing Automation Co.Ltd(600268) , Pci Technology Group Co.Ltd(600728) , Unittec Co.Ltd(000925) increased by more than 250%. In terms of the market after the year, 21 shares rose by an average of 5.89%, better than the market in the same period. Six stocks rose more than 10%, with Shanghai Huahongjitong Smart System Co.Ltd(300330) rising the most, at 26.1%. In terms of valuation, the latest rolling P / E ratios of Henan Mingtai Al.Industrial Co.Ltd(601677) , Taiyuan Heavy Industry Co.Ltd(600169) and shares are low, both less than 20 times.
The promotion and application of energy-saving and low-carbon equipment is also one of the driving points of traffic carbon reduction.
On January 10, the national development and Reform Commission and other departments jointly issued the implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure. The opinions put forward that by the end of the 14th five year plan, China’s electric vehicle charging support capacity will be further improved, and a moderately advanced, balanced layout, intelligent and efficient charging infrastructure system will be formed, which can meet the charging demand of more than 20 million electric vehicles.
According to the data of the traffic administration bureau of the Ministry of public security, by the end of 2021, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in China was 7.84 million, the charging infrastructure was 2.617 million, and the pile vehicle ratio was 1:3 According to the China Automobile Industry Association, in 2021, 3521000 new energy vehicles were sold, 937000 charging infrastructure were added, and the ratio of new pile vehicles was 1:3.7. The contradiction between supply and demand increased the introduction of the opinions will comprehensively implement and promote the construction of charging and replacing infrastructure, which is expected to help the rapid development of new energy vehicle market
Citic Securities Company Limited(600030) predicts that in the next five years Shanxi Guoxin Energy Corporation Limited(600617) automobile energy supplement market will still focus on charging and supplemented by power exchange, but the growth of power exchange mode is expected to be significantly strengthened. It is estimated that in 2025, the total market space of China’s power exchange operation is expected to reach 60.5 billion yuan, and the charging operation market is about 173 billion yuan.
According to the statistics of data treasure, among the concept stocks of charging for electricity, 18 stocks doubled the net profit in 2021 Ningbo Shanshan Co.Ltd(600884) net profit increased by 22.51 times. Since then, the growth rate of East micro semiconducting, Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Keda Industrial Group Co.Ltd(600499) , Guodian Nanjing Automation Co.Ltd(600268) has fallen in the range of 280% – 450% Zhongyeda Electric Co.Ltd(002441) , Shanghai Qifan Cable Co.Ltd(605222) , Tbea Co.Ltd(600089) the valuation level is low, all below 20 times.
325 shares release performance express at the weekend
double the net profit of 33 shares
The annual performance express of A-Shares has entered an intensive disclosure period. According to the statistics of data treasure, as many as 325 shares successively released performance express reports over the weekend, of which 33 shares doubled their net profit Beijing Hotgen Biotech Co.Ltd(688068) , Tianjin Lisheng Pharmaceutical Co.Ltd(002393) , Dongxin sat firmly in the top three positions, with a year-on-year increase in net profit of more than 12 times. Since then, the increase of No. 9 company – WD, Xinjiang Daqo New Energy Co.Ltd(688303) , Eternal Asia Supply Chain Management Ltd(002183) net profit fell in the range of 300% – 500%.
In terms of market performance, since the Spring Festival, only the No. 9 company WD and Jiahe Meikang share prices have fallen by 6.74% and 10.69% respectively, and the rest have risen Suzhou Nanomicro Technology Co.Ltd(688690) , Xinjiang Communications Construction Group Co.Ltd(002941) cumulative increase of more than 20%. In terms of agency rating, Western Superconducting Technologies Co.Ltd(688122) , Yantai Tayho Advanced Materials Co.Ltd(002254) , Han’S Laser Technology Industry Group Co.Ltd(002008) , Shenzhen Xinyichang Technology Co.Ltd(688383) rating agencies are all 12 or more, with high market attention.
The above 33 shares have previously issued annual performance forecasts. Among them, Western Superconducting Technologies Co.Ltd(688122) , Suzhou Nanomicro Technology Co.Ltd(688690) express data is slightly higher than the forecast range, Wuxi Etek Microelectronics Co.Ltd(688601) , Changzhou Galaxy Century Microelectronics Co.Ltd(688689) two chip stocks are slightly lower than the forecast range. Six listed companies are specialized and special new enterprises, namely Suzhou Nanomicro Technology Co.Ltd(688690) , Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) , Thinkon Semiconductor Jinzhou Corp(688233) , Shenzhen Jpt Opto-Electronics Co.Ltd(688025) , Guangdong Leadyo Ic Testing Co.Ltd(688135) , Tianjin Lisheng Pharmaceutical Co.Ltd(002393) .
According to the statistics of data treasure, there are 20 shares without performance forecast and net profit increased by more than 30%. Among them, \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ fell more than 10%. Anhui Honglu Steel Construction(Group) Co.Ltd(002541) , Shenzhen United Winners Laser Co.Ltd(688518) , shengmei Shanghai agencies with high market value also rank first, with more than 10 rating agencies.
Daan Gene Co.Ltd(002030) said that during the reporting period, the company started sufficient production capacity to provide covid-19 virus nucleic acid detection kits, nucleic acid detection instruments and related consumables, which had a positive impact on the performance.
Beijing Infosec Technologies Co.Ltd(688201) said that with the increasing importance and necessity of network security, China’s industry as a whole maintained a good development trend. Since 2021, the company has strengthened the development of password security products and network security products, deeply engaged in finance, government and enterprise industries, and the sales revenue has increased steadily.
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