Follow up comments
On December 22, 2021, the Shanghai Composite Index closed at 3622.62 points, down 0.07%; The Shenzhen Component Index closed at 14791.33 points, up 0.70%. The Chongqing composite index, which we focus on, closed at 4035.12 points, down 0.10%; Sichuan composite index closed at 9908.00, up 0.27%. The top three stocks of Listed Companies in Sichuan and Chongqing were: Sichuan Lutianhua Company Limited(000912) (000912, 10.02%), Sichuan Datong Gas Development Co.Ltd(000593) (000593, 10.00%), Sichuan Newsnet Media (Group) Co.Ltd(300987) (300987, 8.55%). The 42 companies we focused on rose by an average of 0.19%, of which the top three stocks were: Chengdu Shenleng Liquefaction Plant Co.Ltd(300540) (300540, 4.55%), Chengdu Haoneng Technology Co.Ltd(603809) (603809, 3.67%), Chengdu Jafaantai Education Technology Co.Ltd(300559) (300559, 3.60%). By industry, the top three sectors in Sichuan and Chongqing are media (+ 3.55%), agriculture, forestry, animal husbandry and fishery (+ 3.21%), and household appliances (+ 2.24%).
On December 22, the national development and Reform Commission issued the multi-level Rail Transit plan for Chengdu Chongqing twin city economic circle, proposing that by 2025, the total scale of rail transit in Chengdu Chongqing twin city economic circle will reach more than 10000 kilometers, including more than 9000 kilometers of Railways and more than 3200 kilometers of high-speed railways. The railway coverage rate of cities with a population of more than 200000 is 100%, and the connection rate of large-scale comprehensive transportation hubs is 100%. Form a one hour commute circle between Chongqing and Chengdu metropolitan areas to realize one hour access between Chongqing and Chengdu “dual cores”. Judging from the number of rail transit kilometers completed in the twin city economic circle, the total scale of Rail Transit under construction and planned to be built is more than 3000 kilometers, including more than 2600 kilometers of Railways and more than 1300 kilometers of high-speed railways. The continuous release of a large number of infrastructure needs will provide a lot of development space for relevant infrastructure industries in Sichuan and Chongqing in the next four years, Help enterprises maintain rapid growth in future performance.
Industry dynamics
1. Chongqing issued the three-year action plan for the development of Chongqing urban block chain industry (2021-2023), which proposed that by 2023, Chongqing would build a national block chain development pilot area and a national influential block chain technology R & D highland, system innovation highland, industrial cluster highland and Talent Gathering highland, so as to provide Chongqing exploration and Contribute to the case of Chongqing. (China News Network)
2. Luzhou Laojiao Co.Ltd(000568) Guojiao Liquor Sales Co., Ltd. issued a price adjustment notice. The notice shows that after research and decision, the recommended price for group purchase of 52 degree Guojiao 1573 classic (500ml * 6) is adjusted to 1100 yuan / bottle, and the recommended price for group purchase of 38 degree Guojiao 1573 classic (500ml * 6) is adjusted to 800 yuan / bottle. (cloud wine headline)
Company dynamics
Acoustic Optoelectronics Division (600877): issue the report on the issuance of shares of non-public development banks that issue shares to purchase assets and raise supporting funds and related party transactions.
Risk tips: economic recovery is lower than expected, covid-19 outbreak risk, raw material price fluctuation risk.
