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the concept of meta universe is active again Shunya International Martech (Beijing) Co.Ltd(300612) on the 8th, the cumulative rise was 150% Shenzhen Bauing Construction Holding Group Co.Ltd(002047) four connected boards
The concept of meta universe was active again on the 22nd. As of press time, Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) , Shanghai Luoman Lighting Technologies Inc(605289) , Ofilm Group Co.Ltd(002456) , Shenzhen Bauing Construction Holding Group Co.Ltd(002047) and other trading limits. It is worth noting that Shunya International Martech (Beijing) Co.Ltd(300612) has increased by 150% in recent 8 trading days, including 4 consecutive “20cm” trading days; Shanghai Luoman Lighting Technologies Inc(605289) in recent 9 trading days, the cumulative rise exceeded 48%, of which 3 trading days have been “10cm” limit; In addition, Shenzhen Bauing Construction Holding Group Co.Ltd(002047) recently gained four connected boards and Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) raised the limit for two consecutive days.
Shunya International Martech (Beijing) Co.Ltd(300612) on December 16, the company issued a risk warning saying that the company has always focused on its main business, relying on the self-developed “giant wave technology platform” and providing digital services for various government and enterprise customers through a series of self-developed or jointly developed products. At present, the company’s main business has not changed. With regard to the concept of meta universe, a hot spot in the recent market, the company believes that it is still in an early stage, involving many fields and concepts, and many related technologies are still immature. The corresponding economic system at the virtual and real levels still needs a lot of time to verify and realize, and the realization of the concept of meta universe is of great uncertainty. At present, relevant matters have no significant impact on the company’s operating performance, and it is uncertain whether they will have a great impact in the future. The company reminds investors to guard against concept speculation and pay attention to investment risks.
Shanghai Luoman Lighting Technologies Inc(605289) on December 14, it announced that the company’s main business had not changed. On November 2, 2021, the company disclosed that it planned to jointly invest and establish Shanghai Horowitz Digital Technology Co., Ltd. (hereinafter referred to as “Horowitz digital company”) in Shanghai with British holovis International Ltd. (hereinafter referred to as “holovis”). Up to now, no actual agreement has been signed on the plan, and there are major uncertainties about whether the subsequent agreement is signed, whether the investment company is established and the promotion of specific projects. Horowitz digital has not been established and has not carried out any business; Its industrial and commercial registration still needs to be filed or approved by relevant government authorities, whether it can be filed or approved by relevant government authorities, and the final filing or approval time are still uncertain. The virtual entertainment business to be promoted by the company in cooperation with holovis has not been actually carried out and does not meet the conditions for commercialization, which has no impact on the company’s current operating revenue and profit growth.
Shenzhen Bauing Construction Holding Group Co.Ltd(002047) recently said on the interactive platform that The Pacific Securities Co.Ltd(601099) future Co., Ltd., a joint-stock company of the company, as an AR underlying technology R & D provider, has completed the development of a series of AR underlying technologies through actual light field test and multiple rounds of algorithm verification. Its AR technology has provided the company with R & D products of augmented reality sand table in the design field, Enhance the added value of the company in design and decoration services. After the investment of the company, The Pacific Securities Co.Ltd(601099) has successfully introduced new investors in the future, and the current operation is in good condition.
the gas sector rose strongly Xinjiang Torch Gas Co.Ltd(603080) and other limits. European natural gas prices continued to soar
The gas and oil sectors rose on the 22nd. As of press time, the gas sector, Shanxi Guoxin Energy Corporation Limited(600617) , Xinjiang Torch Gas Co.Ltd(603080) , Sichuan Datong Gas Development Co.Ltd(000593) and other limits rose, and Xinjiang Xintai Natural Gas Co.Ltd(603393) , Guizhou Gas Group Corporation Ltd(600903) , Shenzhen Gas Corporation Ltd(601139) and other gains were higher; In the oil sector, Sino Prima Gas Technology Co.Ltd(300483) led, Renzhi shares rose by the limit, and Yueyang Xingchang Petro-Chemical Co.Ltd(000819) shares also soared.
On the news side, the European energy crisis is still continuing, and European natural gas prices continue to soar. Yesterday, European natural gas prices rose 21% to a new high, mainly because investors were worried that the supply of natural gas from Russia (to the Western European market) was still limited.
According to data from network operator GASCADE, the westward natural gas flow through Yamal Europe Pipeline (one of the main routes for Russian natural gas to Europe) has been declining since last Saturday, and even reversed after it stopped earlier on Tuesday. It is reported that some Western politicians and industry experts accused Russia of escalating tensions in Ukraine. And “beixi-2” pipeline certification process, reducing the delivery of natural gas to Europe.
Tianfeng Securities Co.Ltd(601162) pointed out that in the short term: on the demand side, the low temperature at the beginning of the year resulted in LNG accounting for 72.4% of China’s total natural gas imports; Extreme weather and insufficient wind jointly promoted the year-on-year growth of natural gas consumption in the EU in the first half of the year; On the supply side, the recovery of output in the United States is limited, and the output in Russia has increased significantly. From January to August this year, the United States produced 689.03 billion cubic meters of natural gas, a year-on-year increase of 0.5%; LNG export volume reached a new high, with a year-on-year increase of 42%; Russia’s natural gas production in the first 10 months of this year was 625.73 billion m3, an increase of 11.2% year-on-year. In addition, the disadvantage of spot price of natural gas in Europe and the limited growth of Russian supply further exacerbate the tense situation of European supply. According to IEA data, we predict that the global natural gas supply and demand gap will be about 6 billion m3 in 2021. In the short term, the supply and demand will be mismatched, and the overall supply and demand of the market will be tight.
In the medium and long term, under the background of economic recovery after the epidemic and global carbon neutralization, the terminal demand switches from oil and coal to natural gas relatively quickly, which gives greater demand growth expectations; In addition, extreme weather may become a long-term factor disturbing natural gas demand, resulting in gas shortage in some areas; The slowdown of capital expenditure at the upstream of the supply side is a general trend, which indicates that it is difficult to return to the previous loose supply environment, and the supply and demand of natural gas will maintain a tight balance for a long time.
Sinolink Securities Co.Ltd(600109) said that the global natural gas price is expected to remain high this winter. It is suggested to pay attention to Xinjiang Xintai Natural Gas Co.Ltd(603393) with CBM development resources; China’s gas head urea may continue the cyclical state of reduced supply in winter. It is suggested to pay attention to the leading coal chemical industry Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) ; In the long run, China’s natural gas supply and demand pattern is improving, which requires the stable growth of LNG import. It is suggested to pay attention to Guanghui Energy Co.Ltd(600256) which will continue to expand LNG import capacity in the next few years.
the concept of consumer electronics pushed up Shenzhen Desay Battery Technology Co.Ltd(000049) and other daily limits Shenzhen Everwin Precision Technology Co.Ltd(300115) and other big rises
The concept of consumer electronics rose on the 22nd, with Suzhou Anjie Technology Co.Ltd(002635) , Liding optoelectronics, Shenzhen Desay Battery Technology Co.Ltd(000049) , Ofilm Group Co.Ltd(002456) and Goertek Inc(002241) , Cosonic Intelligent Technologies Co.Ltd(300793) , China Wafer Level Csp Co.Ltd(603005) , Lianchuang Electronic Technology Co.Ltd(002036) showing outstanding performance.
Huachuang Securities pointed out that due to the product cycle, the consumer electronics industry has lost more than a year’s Innovation window, and most companies have reduced their performance to varying degrees due to the intensification of track competition and exchange rate. The whole sector has experienced a systematic Davis double kill market. With the arrival of AR / VR and other new hardware innovation cycles, there is room for the valuation of the sector to be repaired, The performance growth of relevant leading stocks is expected to bottom out and pick up, and the current location allocation has a high cost performance.
Wanlian Securities said that the application growth certainty of AV / VR equipment in the next five years is high: the latest research of Market Research Institute omdia shows that by 2026, the market value of consumer virtual reality will reach US $16 billion, an increase of 148% over 2021. In addition, on December 18, Weilai launched its latest medium-sized intelligent electric sedan et5, equipped with Weilai panoramic digital cockpit applying AR / VR technology. Yuancosmos’s recent investment direction has been highly expected with the influx of technology giants at home and abroad such as Facebook (meta). Its quest2 product is currently leading consumer VR and, to a certain extent, the flagship product of the whole VR industry at this stage. Compared with the industrial market, the application of virtual reality and augmented reality in the mass consumer market is easier to promote rapidly, including in the vehicle ecology. Therefore, car manufacturers with a keen sense of cutting-edge technology market, such as Weilai, have deployed this technology in their latest models to optimize user driving experience and improve market competitiveness. It is expected that more technology enterprises will deploy it in product ecology in the future.
the largest hydrogenation station in northern Guangdong has been officially put into operation. By 2025, Guangdong will build 200 hydrogenation stations (with shares)
According to the news of China Central Television, on December 20, the red hydrogen energy heavy truck slowly opened, marking the formal operation of the largest hydrogenation station in northern Guangdong – the hydrogenation station in Shaogang Industrial Park. The construction of the hydrogenation station started on July 24 this year, covering a total area of about 20 mu. The design hydrogenation capacity is 4000 kg per day, and can hydrogenation more than 300 hydrogen energy logistics vehicles per day.
Ping An Securities believes that China has become the world’s largest producer of hydrogen, but at present, hydrogen mainly comes from gray hydrogen (fossil fuel), but the by-product hydrogen in chemical process has low cost and large output, and matches with hydrogen energy demonstration cities, which is the most realistic hydrogen source in the short term; With the promotion of the carbon market, the demand for green hydrogen is gradually increasing. In the future, the production of green hydrogen from electrolytic water supporting large-scale photovoltaic power generation or wind power generation will become a trend. With the gradual application of hydrogen energy industry in automobile and industry, the utilization of hydrogen energy will gradually increase. Pay attention to the application of hydrogen by-product of propane dehydrogenation and ethane cracking. The development of green hydrogen industry will promote the demand for electrolytic cells and new energy equipment, and new energy operators will also benefit.
According to the action plan for accelerating the construction of fuel cell vehicle demonstration urban agglomeration in Guangdong 2021-2025, by 2025, Guangdong will build 200 hydrogen refueling stations with an annual hydrogen supply of more than 100000 tons, reduce the terminal price of vehicle hydrogen to less than 30 yuan / kg, and realize the goal of promoting more than 10000 fuel cell vehicles. China Securities Co.Ltd(601066) pointed out that hydrogen energy is one of the important carriers of energy revolution. It has broad application potential in using non fossil energy power and improving electrification rate, and is an important supplement to power. From the current situation to “peak” to “net zero”, the utilization scale of hydrogen is expected to increase more than three times, close to 100 million tons per year. The agency recommends that:
1) At a time when the industrial development is still in the introduction period, the strength and rhythm of policy support are very key, and the competition pattern is far from clear. Considering the high demand and direct promotion effect of industrial development policies on technological progress, investors are advised to pay attention to the targets with relatively obvious technological advantages: Beijing Sinohytec Co.Ltd(688339) , Shenzhen Center Power Tech.Co.Ltd(002733) , Dongyue Group (covered by the chemical group), Sinoma Science & Technology Co.Ltd(002080) , Houpu Clean Energy Co.Ltd(300471) .
2) Considering that hydrogen production from renewable energy is the mainstream technical route of hydrogen production in the future, investors are also advised to pay attention to the high-quality targets of photovoltaic, wind power and new power systems: Longi Green Energy Technology Co.Ltd(601012) , Ja Solar Technology Co.Ltd(002459) , Trina Solar Co.Ltd(688599) , Zhejiang Windey Co.Ltd(300772) , Ming Yang Smart Energy Group Limited(601615) , Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , Jinlei Technology Co.Ltd(300443) , Dajin Heavy Industry Co.Ltd(002487) , Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , China Xd Electric Co.Ltd(601179) , Sieyuan Electric Co.Ltd(002028) , Windsun Science Technology Co.Ltd(688663) , Guangzhou Zhiguang Electric Co.Ltd(002169) .
3) Considering the R & D investment and technical reserves of some vehicle enterprises and equipment enterprises in hydrogen fuel cell, it is also recommended that investors pay attention to Great Wall Motor Company Limited(601633) , Saic Motor Corporation Limited(600104) , Weichai Power Co.Ltd(000338) (vehicle group coverage), Moon Environment Technology Co.Ltd(000811) (mechanical group coverage), etc.
the national medical insurance bureau started the reform of DRG / Dip payment method and sought three-dimensional investment opportunities (with shares)
It is reported that the first China chs-drg / Dip payment reform conference was held in Beijing recently, and the national medical insurance bureau announced the official launch of the three-year action plan for DRG / Dip payment reform. According to the three-year action plan for DRG / Dip payment reform issued, by the end of 2024, all overall planning areas in China will carry out DRG / Dip payment reform. By the end of 2025, DRG / Dip payment will cover all qualified medical institutions carrying out inpatient services.
Tianfeng Securities Co.Ltd(601162) pointed out that the national medical security administration and others recently held the first China Conference on the reform of payment methods by disease diagnosis related grouping (chs-drg) and by disease score (DIP). We believe that products and services with efficiency improvement and cost control will benefit. After DRG, hospitals have strong motivation to improve operation and management efficiency, including carrying out more projects with advantages of hospitals and improving cost management ability. In terms of investment, investment opportunities can be sought from the following three dimensions:
1、 Help hospitals improve efficiency. Under the DRG mode, the hospital has a strong motivation to carry out projects more in line with its own cost and technical advantages, which can help the hospital improve its operation turnover efficiency (especially shorten the number of inpatient bed days and reduce the time consumption index and cost consumption index). For example, the proportion of minimally invasive surgery or daytime surgery is expected to continue to increase, and the rehabilitation private medical institutions will also get better business opportunities, Related products and drugs will also benefit. Main companies and products: Ningbo Sanxing Medical Electric Co.Ltd(601567) , anesthesia products, minimally invasive products.
2、 Help hospitals control costs. After the DRG grouping is determined, the hospital has a strong motivation to use more cost-effective products or strengthen product management to reduce costs (reduce drug consumption index and sanitary material consumption index). The main companies are: Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Micro-Tech (Nanjing) Co.Ltd(688029) , Apt Medical Inc(688617) , Shandong Weigao Orthopaedic Device Co.Ltd(688161) , guichuangtong bridge, Qingdao Haier Biomedical Co.Ltd(688139) .
3、 Help hospitals enhance it capabilities. DRG has high requirements for hospital management system, including data collection and analysis, information management, etc., so medical information related companies will benefit.
paper prices continued to rise, and the industry maintained a high outlook (attached shares)
Recently, the prices of many daily necessities and food have increased to varying degrees. The news of the rise in the prices of vegetables, melon seeds and soy sauce has frequently become a hot topic among consumers. Recently, after the rise in the price of household paper hit the hot search in early December, the letter of cultural paper price rise came one after another. Now the price rise mode of packaging paper and waste paper has also been opened.
Insiders said that since the end of September this year, the price of paper products has increased for three consecutive months, with each price increase ranging from 200 yuan / ton to 300 yuan / ton. In the past three months, the cumulative increase has reached 600 yuan / ton to 900 yuan / ton. Many paper enterprises, including Shandong Chenming Paper Holdings Limited(000488) , Nine Dragons Paper, Shandong Sun Paper Co.Ltd(002078) , have issued or repeatedly issued price increase letters since September this year. The price increase of leading large factories has also moved many small and medium-sized paper enterprises to raise prices collectively.
Statistics show that there are 21 papermaking concept stocks. Since this year, the stock price has risen by an average of 18.85%, outperforming the market. The cumulative growth of Yueyang Forest & Paper Co.Ltd(600963) , Yibinpaperindustryco.Ltd(600793) , Zhejiang Rongsheng Environmental Protection Paper Joint Stock Co.Ltd(603165) , Xianhe Co.Ltd(603733) during the year exceeded 50%.
In terms of performance, this year, benefiting from the continuous rise of paper prices and the maintenance of a high outlook in the industry, the performance of listed companies with paper-making concept was brilliant. 21 shares achieved profits in the first three quarters, and the net profit attributable to the parent of only four shares, such as C&S Paper Co.Ltd(002511) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , fell year-on-year. In terms of future performance growth, the agency predicts that the annual performance of 9 shares this year is expected to show year-on-year growth, of which the performance of Shandong Bohui Paper Industry Co.Ltd(600966) and Shandong Chenming Paper Holdings Limited(000488) this year is expected to double.
