In early trading today, A-Shares continued to maintain a slight shock pattern, with major stock indexes rising and falling. On the disk, it is dominated by individual stock market. Hongmeng concept, pork, new energy, components and other sectors are relatively active, while real estate, baby concept, St, tourism and other sectors lead the decline. The net inflow of funds going north was 2.531 billion yuan.
China rare earth group established
Today, China Rare Earth Group Co., Ltd. was officially established. China rare earth group is composed of Aluminum Corporation Of China Limited(601600) Group Co., Ltd., China Minmetals Group Co., Ltd. and Ganzhou rare earth group Co., Ltd. in order to realize the complementary advantages of rare earth resources and the coordinated development of rare earth industry, China Steel Research Technology Group Co., Ltd. and Youyan Technology Group Co., Ltd. are introduced into two rare earth science and technology R & D enterprises according to market-oriented Large rare earth enterprise group established according to the rule of law.
The established China rare earth group is a diversified central enterprise under the direct supervision of the SASAC of the State Council. The ownership structure is: the SASAC of the State Council holds 31.21%; Aluminum Corporation Of China Limited(601600) Group Co., Ltd., China Minmetals Co., Ltd. and Ganzhou rare earth group Co., Ltd. hold 20.33% respectively; China Steel Research Technology Group Co., Ltd. and Youyan Technology Group Co., Ltd. hold 3.90% respectively. The establishment of China rare earth group is a beneficial exploration and attempt by Chinalco, China Minmetals Group and Ganzhou rare earth group based on their own development needs and adapting to the development law of the industry.
affected by this news, the A-share rare earth permanent magnet plate opened higher in early trading, rising more than 1% at one time. As one of the major shareholders, Aluminum Corporation Of China Limited(601600) ah shares strengthened together. H shares opened high in large volume. The transaction in only half an hour was more than that in the whole day yesterday. As of the press release, it rose by more than 11%. A-Shares also opened high in large volume, which once hit the daily limit, reaching a new high in two months. Minmetals resources, a Hong Kong stock company of China Minmetals Group, once soared by nearly 13%, and the A-share company China Minmetals Rare Earth Co.Ltd(000831) also soared by more than 8%.
In fact, since the beginning of this year, the rare earth industry has continued to prosper, showing a trend of volume rise and price rise. According to data statistics, the net profit attributable to the parent of Rare Earth concept stocks increased significantly in the first three quarters of this year, Inner Mongolia Baotou Steel Union Co.Ltd(600010) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Shenghe Resources Holding Co.Ltd(600392) , with an increase of 2159.81%, 495.03% and 466.16% respectively. Rare earth concept stocks have also continued to strengthen this year, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , China Minmetals Rare Earth Co.Ltd(000831) have increased by 258.85% and 230.54% respectively, and Jiangsu Huahong Technology Co.Ltd(002645) , Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Shenghe Resources Holding Co.Ltd(600392) have also doubled.
Citic Securities Company Limited(600030) according to the latest research report today, the upstream competition pattern of rare earth may be continuously optimized. As the field with the largest proportion of consumption value in the middle and downstream of the industrial chain, the downstream demand may continue to increase under the continuous pull of new energy vehicles, industrial motors, wind power generation and other fields in the future. Considering the production and marketing scale, production expansion plan, cost control, technology, management and other factors of rare earth permanent magnet materials, it is suggested to focus on the rare earth permanent magnet plate: Ningbo Yunsheng Co.Ltd(600366) , Yantai Zhenghai Magnetic Material Co.Ltd(300224) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Innuovo Technology Co.Ltd(000795) , Earth-Panda Advanced Magnetic Material Co.Ltd(688077) , Chengdu Galaxy Magnets Co.Ltd(300127) , Ningbo Jintian Copper (Group) Co.Ltd(601609) ; At the same time, it is suggested to continue to pay attention to the upstream companies of rare earth plate: China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Xiamen Tungsten Co.Ltd(600549) , Shenghe Resources Holding Co.Ltd(600392) , Rising Nonferrous Metals Share Co.Ltd(600259) .
new energy led the rise again
Energy is the main battlefield to achieve carbon peak and carbon neutralization, and new energy is the new force of the main battlefield. The A-share new energy industry chain has also continued to strengthen this year. Today, it rose again in an all-round way. The green power sector increased by more than 3%, leading the two cities. Many stocks such as Lingda Group Co.Ltd(300125) , Ning Xia Yin Xing Energy Co.Ltd(000862) , Hunan Development Group Co.Ltd(000722) rose by more than 10%; UHV also soared by more than 2%, which has a great impact on the highest point in history, with the leading Shenzhen Asia Link Technology Development Co.Ltd(002316) trading for three consecutive times; Wind energy, photovoltaic, charging pile, fuel cell and other new energy industry segments have also strengthened.
Listed companies have laid out new energy industries one after another, and new energy has also become a hot word in the announcements of listed companies. According to Shenwan Hongyuan Group Co.Ltd(000166) statistics, since 2020, 1749 A-share listed companies have issued announcements of more than 8 “new energy” keywords. The total market value of these companies (38 trillion yuan) accounts for 39% of all a shares, and the profit in the first three quarters of 2021 accounts for 26%, Since 2021, these companies have increased by an average of 39%.
Zhe Jiang Kangsheng Co.Ltd(002418) it was announced today that the wholly-owned subsidiary Zhongzhi Yike Chengdu Automobile Co., Ltd. received the letter of acceptance for the 2021 new energy bus procurement project (package II) of Chengdu Public Transport Group Co., Ltd, Zhongzhi Yike is determined as the bid winning supplier of new energy bus procurement project (Project No.: gjjt-digital intelligence-2021-001) (package II) of Chengdu Public Transport Group Co., Ltd. in 2021, with a total bid winning amount of 976 million yuan. The performance of the project contract is expected to have a positive impact on the company’s operating performance in 2022. Zhe Jiang Kangsheng Co.Ltd(002418) the opening limit in the morning.
Kechuang board company Dalian Haosen Equipment Manufacturing Co.Ltd(688529) also announced today that it plans to purchase 100% equity of Xinpu automation held by 8 counterparties such as Mao Tiejun and Tang Qianjun by issuing shares, so as to improve the layout in the field of power lithium battery intelligent production line. After the completion of this transaction, Xinpu automation will become a wholly-owned subsidiary of the listed company. Dalian Haosen Equipment Manufacturing Co.Ltd(688529) opened more than 10% higher in early trading.
Orient Securities Company Limited(600958) said that in the new energy era, the demand for inverter / PCS continues to grow. Wind power, photovoltaic and new energy vehicles need to use inverters to convert DC into AC, and energy storage needs bidirectional inverter. It is estimated that the inverter market scale corresponding to wind power, photovoltaic, energy storage and new energy vehicles will be 82.5 billion yuan in 2020 and will increase to 215.3 billion yuan in 2025, with an annual compound growth rate of 21%. Be optimistic about China’s inverter core component suppliers. 1) in terms of capacitance, it is recommended to pay attention to China’s leading capacitor manufacturers Nantong Jianghai Capacitor Co.Ltd(002484) , Xiamen Faratronic Co.Ltd(600563) , Hunan Aihua Group Co.Ltd(603989) , Anhui Tongfeng Electronics Company Limited(600237) ; 2) In terms of inductance, it is recommended to pay attention to Shenzhen Click Technology Co.Ltd(002782) , Shenzhen Jingquanhua Electronics Co.Ltd(002885) ; 3) For IGBT, it is recommended to pay attention to Starpower Semiconductor Ltd(603290) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) , Wingtech Technology Co.Ltd(600745) , China Resources Microelectronics Limited(688396) , and Huahong semiconductor.
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(E company)
