Today (December 23), A-Shares opened slightly higher, after covering the gap of short jump, the stock index rose slightly in the afternoon. On the disk, in terms of industries, electric power, coal, auto parts, wine making, agriculture, animal husbandry, feeding and fishing led the increase; Real estate, games, education, medical devices, energy metals and other industries led the decline. In terms of theme stocks, pumped storage, green power, chicken concept and wind energy led the rise, while vocational education, cloud games, online tourism and baby concept led the decline.
liquor stocks rose rapidly in the afternoon Jinhui Liquor Co.Ltd(603919) the daily limit Kweichow Moutai Co.Ltd(600519) rose more than 3% to return above 2100 yuan
Liquor stocks rose rapidly in the afternoon of the 23rd. As of press time, Jinhui Liquor Co.Ltd(603919) rose by the limit, Lanzhou Huanghe Enterprise Co.Ltd(000929) , Luzhou Laojiao Co.Ltd(000568) rose by more than 3%, and Kweichow Moutai Co.Ltd(600519) returned to above 2100 yuan, Wuliangye Yibin Co.Ltd(000858) , Shede Spirits Co.Ltd(600702) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) all rose.
In terms of news, according to media reports, recently, liquor enterprises began to layout the marketing of next year’s Spring Festival, mainly including payment policy, price policy, channel policy, etc. According to the information released at present, this year’s payment policy is still based on price increase. It is reported that on December 15, Luzhou Laojiao Co.Ltd(000568) Central South and southwest regions of Guojiao Liquor Sales Co., Ltd. issued the notice on adjusting the terminal channel price system of 52 degree Guojiao 1573 classic packaging (500ml 6 bottles), suggesting that the planned quota supply price of 52 degree Guojiao 1573 classic packaging (500ml 6 bottles) terminal channel be increased by 70 yuan per bottle and the unplanned quota supply price be adjusted to 1080 yuan per bottle. On December 16, platform providers in more than 1573 regions of Guojiao released documents indicating that the initial national cellar quota in 2022 has been implemented, and the sales orders of all products of Guojiao 1573 will not be received from now on.
Dongxing Securities Corporation Limited(601198) pointed out that liquor enterprises focus on price increases. First, from the perspective of marketing, price increases help boost dealers’ confidence and ensure dealers’ inventory appreciation; Second, it can promote dealers to make money and ensure the completion of the task of making a good start at the beginning of the year; Third, the price rise also sends a signal to the market that consumers feel like hot sales. We judge that during the Spring Festival sales next year, liquor enterprises will still arrange dealers to make payment in advance, and the overall progress of industry payment will be ahead of schedule. Due to the overall stability of mobile sales in the Mid Autumn Festival this year, the industry is more conservative in the prediction of mobile sales in the Spring Festival next year, but the industry will still maintain a relatively stable growth, and pay attention to the layout and release of high potential energy enterprises in the early stage next year.
Cinda Securities said that although the price control of Maotai liquor has reduced its wholesale price and put pressure on the price of 1000 yuan, with the release of the price increase signal of Wuliangye Yibin Co.Ltd(000858) and Laojiao, in 2022 Wuliangye Yibin Co.Ltd(000858) will take a more active stand at 1000 yuan, promote the further improvement of brand image and accelerate the release of performance. Due to the limited production capacity of high-quality sauce wine, the sauce wine fever has entered the half-time break, and the secondary high-end Luzhou flavor still enjoys the expansion bonus and development opportunity period. If the price of high-end wine is smooth, it will continue to provide space for consumption upgrading. As a national sub high-end liquor enterprise with national advantages in brand awareness and successful investment promotion layout in 2021, following the trend is the key word for its growth in 2022. Relying on the improvement of brand potential energy, the national breakthrough has strong sustainability and certainty, and there is the possibility of exceeding the expected growth. Regional famous wines are expected to accelerate the upgrading of structure and improve performance under the trend of consumption upgrading, which can be paid appropriate attention in the short term.
the trend of the automobile sector was strong Ningbo Kbe Electrical Technology Co.Ltd(300863) , Ningbo Tuopu Group Co.Ltd(601689) and more than 10 stocks rose by the limit, and inbor rose sharply
The auto sector had a strong intraday trend on the 23rd. As of press time, Ningbo Kbe Electrical Technology Co.Ltd(300863) “20cm” trading limit, Shanghai Carthane Co.Ltd(603037) , Zhejiang Tiancheng Controls Co.Ltd(603085) , Guangdong Hongtu Technology (Holdings) Co.Ltd(002101) , Kunshan Huguang Auto Harness Co.Ltd(605333) , Ningbo Tuopu Group Co.Ltd(601689) , Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) and more than 10 shares were trading limit, Ningbo Xusheng Auto Technology Co.Ltd(603305) , Ningbo Joyson Electronic Corp(600699) , Shinry Technologies Co.Ltd(300745) and so on.
In terms of news, Xiao Yaqing, Minister of industry and information technology, said in a recent media interview that the pilot city of comprehensive electrification of vehicles in the public domain was launched, and new energy vehicles, green smart appliances and green building materials were carried out in the countryside. We will strengthen the cultivation of industries that are conducive to improving people’s production and life and represent the direction of scientific and technological development, such as intelligent Internet connected vehicles and ice and snow equipment, and support large-scale development.
According to the data, 450000 new energy vehicles were sold in November, with a year-on-year increase of 121.1%, continuing to refresh the production and sales record of the current month. The sales volume of new energy passenger vehicles was 427000, with a year-on-year increase of 125.9% and a penetration rate of 19.5%; Among them, Byd Company Limited(002594) Han / Qin / song, Tesla Model 3 / Y and Wuling Hongguang miniev are popular, which makes Byd Company Limited(002594) , Tesla and SAIC GM Wuling perform well, and relevant auto enterprises and industrial chains are expected to benefit. The sales volume of new energy commercial vehicles was 23000, a year-on-year increase of 57.3%; The sales volume of new energy passenger cars above 7 meters decreased by 33.5% year-on-year, of which Yutong Bus Co.Ltd(600066) , Zhongtong Bus Co.Ltd(000957) and CRRC electric sales ranked among the top three. It is expected that the annual sales volume of new energy vehicles will exceed 3.4 million, and the follow-up is expected to continue high-speed growth.
Shanxi Securities Co.Ltd(002500) said that the technology of new energy vehicles is gradually mature, and intelligence gives new energy vehicles more room for premium. The price of new energy vehicles has a certain cost performance compared with fuel vehicles. Therefore, the penetration rate of new energy vehicles will gradually increase by the end of this year and 2022. The sales volume of new energy vehicles is expected to reach more than 5 million in 2022, among which the high-end new energy and plug-in hybrid market have great potential, It is suggested to pay attention to the new energy parts industry chain and vehicle companies, such as: Beijing Easpring Material Technology Co.Ltd(300073) , Sunwoda Electronic Co.Ltd(300207) , Xiamen Faratronic Co.Ltd(600563) , Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , Ningbo Shanshan Co.Ltd(600884) .
The policy continued to support hydrogen energy concept stocks and pulled up Fujian Snowman Co.Ltd(002639) and other daily limits
The hydrogen energy concept rose on the 23rd, and as of press time, Sgis Songshan Co.Ltd(000717) , Hubei Heyuan Gas Co.Ltd(002971) , Fujian Snowman Co.Ltd(002639) , Moon Environment Technology Co.Ltd(000811) , Jilin Electric Power Co.Ltd(000875) , Zhe Jiang Kangsheng Co.Ltd(002418) and other limits rose. In terms of news, recently, national and local policies supporting hydrogen energy development have been implemented one after another, and the process of hydrogen energy industrialization is expected to speed up. It is reported that after a long period of planning and discussion, the national hydrogen top-level design is expected to speed up the release. 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.
According to the prediction of China hydrogen energy alliance, China’s hydrogen demand will reach 35 million tons by 2030, accounting for 5% of the terminal energy system; By 2050, the demand for hydrogen will reach 60 million tons, accounting for 10% of the terminal energy system, and the output value of the industrial chain will reach 12 trillion yuan / year.
The agency said that with the gradual improvement of relevant policies, the gradual standardization of technical standards and the continuous progress of equipment technology, there is a huge development space for China’s hydrogenation station industry in the future. Citic Securities Company Limited(600030) pointed out that driven by the goal of carbon peaking and carbon neutralization, the status of hydrogen energy has been gradually improved. After the launch of the fuel cell demonstration application policy, the expectation of the launch of the top-level design of the hydrogen energy industry is also heating up. With the encouragement of policies, the pace of hydrogen energy industrialization is expected to speed up, and the market’s expectations for future hydrogen energy application scenarios are more clear. Continue to recommend companies with first mover advantages and technological advantages in each sub industrial chain.
17 departments published the list of selected national blockchain innovation and application pilot institutions, and suggested paying attention to relevant subjects (attached shares)
According to the Information Office of the central network on the 22nd, 17 departments and units such as the central network information office and the central Publicity Department issued publicity on the list of national blockchain innovation and application pilots. Pilot projects in characteristic areas include blockchain + manufacturing, blockchain + energy, blockchain + government services, blockchain + government data sharing, blockchain + rule of law, blockchain + tax services, blockchain + trial, blockchain + prosecution, blockchain + copyright, blockchain + civil affairs, etc. According to the pilot list, the pilot units of the pilot in the characteristic field (“blockchain + manufacturing”) include Qingdao Haier refrigerator Co., Ltd., Nanjing Iron & Steel Co.Ltd(600282) , Sunwoda Electronic Co.Ltd(300207) , etc.
Open source Securities believes that the development of blockchain has experienced blockchain 1.0: encrypted digital currency, blockchain 2.0: enterprise application, and is moving towards blockchain 3.0: value Internet. In the blockchain 1.0 stage, the application of blockchain technology is mainly concentrated in the field of encrypted digital currency. The crazy development of encrypted digital currency has played a great role in promoting the dissemination of blockchain technology. Blockchain has begun to be applied in applications other than encrypted digital currency, such as deposit and equity crowdfunding. In the blockchain 2.0 phase, user-defined business logic is supported, that is, smart contract is introduced, so that the application scope of blockchain is expanded and quickly implemented in various aviation industries, reducing the trust and cooperation cost in the process of social production and consumption. At present, the blockchain is moving towards the stage of value Internet, which aims to realize the network of collaborative interconnection and intelligent circulation of various industries. The cross evolution of blockchain and emerging technologies such as cloud computing, big data and artificial intelligence and 5g network may reconstruct the development ecology of digital economy, promote the deep integration of value Internet and real economy, empower the real economy and build a modern industrial chain. Related beneficiary object: can.
Tianfeng Securities Co.Ltd(601162) indicates that in terms of application scenarios, the current blockchain applications have been extended to many fields such as digital finance, Internet of things, intelligent manufacturing, supply chain management and digital asset trading. A number of representative blockchain applications have emerged in the fields of anti-counterfeiting traceability, supply chain management, judicial certificate storage, government data sharing and people’s livelihood services. It is recommended to pay attention to digital currency and network security targets: Shenzhen Sunline Tech Co.Ltd(300348) , Beijing Infosec Technologies Co.Ltd(688201) , Koal Software Co.Ltd(603232) , Yusys Technologies Co.Ltd(300674) ; 2) Financial technology target: Hundsun Technologies Inc(600570) (release FanTai chain, an industrial finance blockchain platform).
the Ministry of communications deploys Beidou and other information infrastructure applications, and the application market penetration of the network industry is expected to increase (with shares)
According to the Ministry of transport on the 22nd, the Ministry of transport recently issued the “14th five year plan” for the development of digital transportation. The development plan points out that we should build application scenarios and industrial ecology based on Beidou and 5g, carry out innovative demonstration applications in the field of transportation, and help the application of a new generation of information technology industry. Further promote the application of Beidou industry. Beidou 3 terminal shall be popularized and applied in railway, highway, water transportation, civil aviation, postal and other fields. Jointly promote 5g and other technological innovation and application. According to the overall layout of national information infrastructure and application-oriented, steadily promote the integrated development of 5g and other communication facilities and transportation infrastructure.
Galaxy Securities believes that the application of Beidou in various industries is gradually expanding. As units and individuals gradually benefit from Beidou application and the superposition policy is promoted from top to bottom, the application market penetration of Beidou industry is expected to increase rapidly. At the same time, many industries and fields actively cross into the Beidou industry. In 2020, more emerging markets will be added than in 2019, further promoting the development of Beidou applications in depth and breadth. Beidou’s high precision can support sub meter precision positioning, and is expected to be widely used in mass applications in the future. Intelligent networked vehicles may become one of its first fields. Beidou applications are expected to move towards a new stage of “standard configuration” development in the consumer market.
Huaan Securities Co.Ltd(600909) pointed out that the global satellite industry market has maintained a steady growth, and downstream applications are becoming a new engine to drive the industry. From 2010 to 2019, the scale of the global satellite industry market grew steadily, with us $286 billion in 2019, with a year-on-year growth rate of 3.20%, of which satellite services and ground equipment accounted for more than 90%. According to the application scenarios of navigation, remote sensing and communication, China Spacesat Co.Ltd(600118) industry, navigation and location services account for about 80%, communication accounts for about 15%, and remote sensing accounts for about 5%. In 2020, the overall output value of China Spacesat Co.Ltd(600118) navigation and location service industry with Beidou application as the core will reach 403.3 billion yuan, an increase of about 16.9% over 2019. During the 14th Five Year Plan period, China will build a global coverage and efficient space infrastructure system for communication, navigation and remote sensing, with a high degree of prosperity in the industry. It is suggested to pay attention to: Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Supermap Software Co.Ltd(300036) .
Guangdong issued a document to establish a green channel docking system for seed industry revitalization financing, and the organization said that the seed industry sector will meet the period of strategic opportunities
The general office of the people’s Government of Guangdong Province recently issued the implementation opinions on financial support for comprehensively promoting rural revitalization. The opinion proposes to establish a green channel docking system for the revitalization of the seed industry. Focus on boosting the seed industry and ensuring the safety of grain and important Shenzhen Agricultural Products Group Co.Ltd(000061) supply, select key seed industry enterprises and major scientific and technological projects of breeding basic research and agricultural biological breeding, give full play to the leveraging role of funds such as agriculture related funds at all levels, land transfer income and Guangdong agricultural supply side structural reform fund, and guide angel investment, venture capital, venture capital Trust funds and other social capital increased investment to promote banking institutions to increase medium and long-term credit.
Citic Securities Company Limited(600030) believes that benefiting from the continuous release of policy dividends, the seed industry sector will meet the period of strategic opportunities, and high-quality seed enterprises will receive policy support and resource preference. Superimposed on the reversal of industry prosperity and the industrialization of biological breeding, the seed industry will meet the expansion of market scale and the optimization of competition pattern, and the leading seed enterprises are expected to enter the rapid growth channel. Continue to focus on the seed industry, and recommend Beijing Dabeinong Technology Group Co.Ltd(002385) with biological breeding R & D advantages and Shandong Denghai Seeds Co.Ltd(002041) as the leader of hybrid maize seed industry with high-quality germplasm resources and variety resources.
The Pacific Securities Co.Ltd(601099) Securities pointed out that benefiting from the promotion of policies, the seed industry is expected to usher in a new transgenic era. Maintain the positive rating of the seed industry, especially the investment opportunities of the high boom corn seed industry. It is suggested to pay attention to the accelerated implementation of policies. In terms of individual stocks, focus on Shandong Denghai Seeds Co.Ltd(002041) with excellent variety combination and continuous growth of performance, and Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Beijing Dabeinong Technology Group Co.Ltd(002385) with leading advantages in transgenic R & D and variety layout. Pay attention to Winall Hi-Tech Seed Co.Ltd(300087) .
