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 trend of green power sector was active Ning Xia Yin Xing Energy Co.Ltd(000862) , Hunan Development Group Co.Ltd(000722) limit Jiangsu New Energy Development Co.Ltd(603693) and so on
The green power sector had an active intraday trend on the 23rd. As of press time, Ning Xia Yin Xing Energy Co.Ltd(000862) , Hunan Development Group Co.Ltd(000722) limit, Cecep Solar Energy Co.Ltd(000591) , Jiangsu New Energy Development Co.Ltd(603693) , Jilin Electric Power Co.Ltd(000875) , Datang International Power Generation Co.Ltd(601991) , Jiangsu Linyang Energy Co.Ltd(601222) , Fujian Funeng Co.Ltd(600483) , Jinko Power Technology Co.Ltd(601778) and other gains were ahead.
It is reported that since the release of the dual carbon goal, various specific policies on carbon peak have been continuously issued, and the long-term development goals of clean energy such as scenery have been clear. On October 24, 2021, the CPC Central Committee and the State Council officially issued the opinions on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization, requiring (1) the proportion of non fossil energy consumption will reach about 20% by 2025; (2) By 2030, the proportion of non fossil energy consumption will reach about 25%, and the total installed capacity of wind power and Cecep Solar Energy Co.Ltd(000591) power generation will reach more than 1.2 billion kw; (3) By 2060, the proportion of non fossil energy consumption will reach more than 80%.
The cumulative installed capacity of wind power in China has increased steadily. According to the data of the national energy administration, as of the third quarter of 2021, the cumulative installed capacity of wind power in China was 298gw, and the CAGR from 2011 to 2020 was 22%. After the rush to install onshore wind power in 2020, the new installed capacity of wind power will slow down in 2021. According to the data of the national energy administration, the new installed capacity of wind power in China from January to September 2021 was 16.4gw, a year-on-year increase of 25.8%. The new installed capacity from January to September 2021 was basically the same as the bidding scale of 17.3gw in the first three quarters of 2020.
Open source Securities pointed out that with the continuous promotion of carbon neutralization action, the global installed capacity of wind power is expected to grow rapidly. With the maturity of offshore wind power development technology and the further decline of the cost of offshore wind power, the proportion of new installed capacity of offshore wind power will increase rapidly in the future. It is expected that offshore wind power will account for 21.3% of the new installed capacity in 2025. China's wind power has ushered in a golden development period, and the new installed capacity in the 14th five year plan is expected to continue to improve. By the end of 2020, China's cumulative installed capacity of wind power is 282gw. If the Beijing Declaration on wind energy is successfully completed, it means that China's cumulative installed capacity of wind power will double by the end of the 14th five year plan.
The agency said that after the parity of onshore and offshore wind power in recent two years, the industrial chain has entered a new stage of market-oriented development. After the onshore wind power parity in 2021, the trend of cost reduction driven by large-scale units is obvious, and the supply chain pattern is further optimized; Offshore wind power is expected to be parity in 2022, bringing incremental space to the industrial chain. Looking forward to the future, we should be optimistic about three aspects: (1) core parts enterprises that can go global or realize domestic substitution, and benefit targets: Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , Riyue Heavy Industry Co.Ltd(603218) , Sinoma Science & Technology Co.Ltd(002080) , Titan Wind Energy (Suzhou) Co.Ltd(002531) , Jinlei Technology Co.Ltd(300443) ; (2) In the next few years, it is expected to realize the offshore wind power industry chain spanning from 1 to 10, benefiting the following subjects: Ningbo Orient Wires & Cables Co.Ltd(603606) , Ming Yang Smart Energy Group Limited(601615) ; (3) Benefit from the whole machine leader with accelerated installed growth in 2022, and benefit targets: Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Zhejiang Windey Co.Ltd(300772) , etc.
the agricultural sector strongly raised the pork concept, showing a bright performance Shenzhen Kingsino Technology Co.Ltd(002548) daily limit
The agricultural sector rose on the 23rd, and pork concept stocks performed well. As of press time, Shenzhen Kingsino Technology Co.Ltd(002548) limit, Tangrenshen Group Co.Ltd(002567) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Muyuan Foods Co.Ltd(002714) , Tecon Biology Co.Ltd(002100) and other outstanding performances.
In terms of news, recently, the Ministry of agriculture and rural areas formulated and issued the national animal husbandry and veterinary industry development plan during the 14th five year plan, systematically summarized the achievements of animal husbandry and veterinary work since the 13th five year plan, comprehensively analyzed and judged the development trend in the next five years, and made systematic arrangements for the development of the national animal husbandry and veterinary industry during the 14th Five Year Plan period. In the construction of key industries, the plan innovatively proposes to build a "2 + 4" modern animal husbandry industrial system, strive to build two trillion level industries of pigs and poultry and four 100 billion level industries of dairy livestock, beef cattle and sheep, characteristic livestock and poultry and forage, and defines the development indicators and industrial layout of each industry.
Dongxing Securities Corporation Limited(601198) pointed out that at present, the pig production capacity is still relatively high, and it is expected that it will not be adjusted to a reasonable range until the first quarter of next year. In the short term, the pig price will still fluctuate at a high level in the fourth quarter, and the periodic losses of enterprises are expected to be repaired to some extent. Judging from the perspective of cycle, the inflection point of cycle reversal still needs to pay close attention to the pace of capacity removal in recent months. In the downward stage of cycle, it is recommended to pay attention to breeding enterprises with obvious advantages in cost control.
Zheshang Securities Co.Ltd(601878) believes that in the case of the trend growth of pig supply and sluggish consumption, the short-term pig price may open a downward channel. If the breeding subjects listed in a collective panic years ago, the pig price may fall deeply. After the year, the production capacity of pigs will be fully released. Coupled with the traditional off-season of meat consumption after the Spring Festival, the pig price may continue to decline unilaterally in the first half of 2022. Based on the absolute inflection point of breeding sows in June this year, the maximum pig supply should appear in April and may next year, corresponding to the second bottom of pig price. However, considering that the import volume and fence pressing behavior return to rationality and the support provided by the upward movement of the cost center, the second bottom pig price may be higher than 10 yuan / kg. The share price of short-term listed pig enterprises has fallen to a low position, and the average market value is also at the bottom of history. It is suggested to layout on the left; For the long-term benefit of the large-scale concentration of industries, large-scale enterprises still have room for capacity expansion, take the lead in cost control, and enterprises with steady capacity expansion are expected to catch up with dividends in the subsequent cycle and realize curve overtaking.
Tesla's total market value returns to $1 trillion! Related concept stocks performed strongly Kunshan Huguang Auto Harness Co.Ltd(605333) and other 7 stocks rose by the limit
On December 23, Tesla concept stocks performed strongly. As of press time, Ningbo Kbe Electrical Technology Co.Ltd(300863) , Ningbo Tianlong Electronics Co.Ltd(603266) , Kunshan Huguang Auto Harness Co.Ltd(605333) and other seven stocks rose by the limit. Overnight, Tesla U.S. stocks rose 7.5% to $1008.87, and the total market value returned to $1 trillion.
On the news side, on Tuesday local time, the company's CEO Elon Musk revealed in an interview that he had completed the reduction target and would not sell shares. "I've sold enough shares, and with the exercise of options, I've reached about 10%." Prior to this, musk had promised to sell 10% of its shares, about 17 million shares. Over the past six weeks, the Tesla founder has sold about 13.5 million shares at a price of about $14 billion. According to the latest sec documents, he still holds 174.7 million Tesla shares.
Sealand Securities Co.Ltd(000750) said it was optimistic about Tesla's industrial chain. Under the chip shortage and covid-19 epidemic, Tesla's production and sales continued to grow at a high speed. With the gradual mitigation of the impact, Tesla's market share is expected to further increase. Tesla's sales from 2021 to 2023 are expected to be 910000, 1.74 million and 2.64 million respectively. A new round of Tesla wave is starting.
Zheshang Securities Co.Ltd(601878) pointed out that Tesla has quickly opened the global market with the advantages of high-level assisted driving and continuously reducing the price. In the future, the market share is expected to reach more than 10%, and the industrial chain will benefit significantly.
Aba Chemicals Corporation(300261) the "20cm" limit again has risen by more than 70% in the past four days. The company suggests risk
Aba Chemicals Corporation(300261) (300261) quickly raised the daily limit after opening on the 23rd. As of press time, the stock had increased by 20% to RMB 12.88, and more than 220000 orders were sealed on the daily limit board. In the past four trading days, the stock continued to rise sharply, with a cumulative increase of 75.5%.
It was announced on Aba Chemicals Corporation(300261) 22 that as of the disclosure date of the announcement, the company had not directly signed any cooperation agreement with Pfizer, had no direct cooperation relationship with Pfizer, and did not directly supply carlon anhydride products to Pfizer. The sales revenue of the company's carbonic anhydride products accounts for a small proportion of the company's annual total operating revenue, which will not have a significant impact on the company's performance. In addition, a2w Pharma Ltd, a subsidiary of the company in Malta. The main structure of CBD (cannabinoid) product production workshop has been basically completed and has not been officially put into operation.
Aba Chemicals Corporation(300261) at the same time, it is suggested that the company's share price has increased greatly in the short term, but the production and operation situation has not changed significantly, and there may be speculation risk in the secondary market. The company reminds investors to pay attention to the transaction risks in the secondary market, make rational decisions and invest prudently.
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) .
release of group standard for construction specification of electric passenger vehicle shared power station, focusing on leading enterprises (with shares)
It is reported that the China Automobile Industry Association disclosed on the 22nd that a series of group standards of the China Automobile Industry Association (China charging alliance) code for the construction of electric passenger vehicle shared power station were officially released, which can better promote the development of the electric vehicle industry. It is reported that the research and formulation of this standard has lasted nearly two years. Relevant units and industry experts have conducted many discussions and carried out extensive research work, which has been strongly supported by relevant automobile enterprises, power battery production enterprises and other units, and obtained a large number of constructive suggestions and test data. The introduction of this series of group standards not only specifies the key core components, technical requirements and general processes of electric passenger vehicle shared replacement power station, but also classifies, specifications and requirements for quick change device, communication protocol, locking mechanism, data management, test rules and safety protection.
CICC believes that with the increase in the number of new energy vehicles, the demand for new energy vehicle charging and replacement facilities increases simultaneously. Due to the relative shortage of land and power resources in China, it is considered that with the continuous increase of vehicle ownership, the power exchange mode is expected to become a good supplement to the charging mode and has broad medium and long-term development prospects. The power exchange mode has the following three meanings: 1) make up for the relative deficiency of energy supplement efficiency of charging mode; 2) The separation of vehicle and electricity reduces the cost of purchasing vehicles, realizes the unified management of batteries, enhances safety, and is convenient for cascade utilization and recycling; 3) When the number of new energy vehicles reaches a high level, optimize the use of power, land and other resources. Although the initial construction cost is high, the good resource allocation optimization function of the power exchange mode makes it obtain the support of national policies and believe that it has long-term development potential.
AVIC Securities pointed out that with the gradual recognition of the power exchange mode, many enterprises have indicated that they will carry out the R & D and layout of the power exchange mode. Dongfeng, Weilai, Aodong, BAIC, Chang'an, SAIC, Geely and other enterprises have cut into the power exchange track. It is conservatively estimated that the number of replacement power stations in China will be more than 20000 in 2025. Based on this, it is estimated that the total investment in new replacement power stations during the 14th Five Year Plan period will reach 127.6 billion yuan, and the CAGR from 2021 to 2025 will be 175%; During the "14th five year plan" period, the operation market space of the power exchange station reached 109.1 billion yuan, and the CAGR from 2021 to 2025 was 306.71%. Recommend enterprises focusing on leading layout: 1, Gcl Energy Technology Co.Ltd(002015) - leading operator of power exchange station; 2. Suzhou Harmontronics Automation Technology Co.Ltd(688022) - power exchange equipment manufacturer and equipment maintainer; 3. Bozhon Precision Industry Technology Co.Ltd(688097) - intelligent power station solution; 4. Shandong Weida Machinery Co.Ltd(002026) - supplier of Weilai second generation replacement power station; 5. Csg Smart Science&Technology Co.Ltd(300222) - supplier of complete replacement power station solutions.
