Since December, the prices of at least more than 20 varieties have increased, mainly in chemical, energy, nonferrous metals and other major industries.
the overseas epidemic was “out of control”, and the pharmaceutical sector broke out again
During the continuous fermentation of the epidemic situation in Xi’an, according to the data of the National Health Commission, 150 newly confirmed cases of covid-19 pneumonia were added in Xi’an from 0:00 to 24:00 on December 26. In December, 500 newly confirmed cases of covid-19 pneumonia were added in Xi’an (including overseas input), exceeding the total number of confirmed cases in Xi’an in 2020.
Overseas, the severity of the epidemic is beyond imagination. According to Agence France Presse on the 25th, according to the data of flight tracking website, affected by the spread of Omicron virus, nearly 6000 flights around the world were cancelled and thousands of flights were delayed in western countries this Christmas weekend.
For India, it seems to be “out of control”, and bad news comes one after another. According to ABC’s report on the 23rd, the death toll in India during the first and second waves of the epidemic may be seriously underestimated, while the actual figure, may be 12 times higher than the official statistics, and the final real death toll is more than 6 million. due to the limitations of disease surveillance and the lack of official death records, the real death toll in India is still uncertain.
In the A-share market, from the disk view, the pharmaceutical sector is still at the forefront of growth, including pharmaceutical commerce, traditional Chinese medicine and pharmacy. The Teyi Pharmaceutical Group Co.Ltd(002728) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Kunming Longjin Pharmaceutical Co.Ltd(002750) and other strong trading limits of the traditional Chinese medicine sector, and the latest share price has reached a new stage or a record high. Experts said that as new year’s day and the Spring Festival are approaching, it is necessary to recognize that the population flow on New Year’s day and the Spring Festival is risky, but from the perspective of resistance, China also has many favorable factors. For example, the cumulative vaccination in our country has exceeded 2.6 billion, and the population has a certain immunity. As long as the “external defense input” is further done well, it is generally safe.
the concept of meta universe fell sharply, Shanghai Luoman Lighting Technologies Inc(605289) staged the sky floor
In early trading, the concept of yuanuniverse generally fell, Inmyshow Digital Technology (Group) Co.Ltd(600556) rose the limit last Friday, and fell rapidly in early trading today, Bluefocus Intelligent Communications Group Co.Ltd(300058) fell by more than 10%. The company previously announced to adjust the board of directors and make every effort to layout yuanuniverse. Shenzhen Kingsun Science & Technology Co.Ltd(300235) , digital video and Shanghai Luoman Lighting Technologies Inc(605289) all fell by more than 8%.
Shanghai Luoman Lighting Technologies Inc(605289) since December 10, the stock price has risen continuously, and last week it had three consecutive trading limits. It opened with the trading limit in the morning, and then opened, quickly went straight to the trading limit, and staged a day floor. As of the noon closing, the stock price closed down nearly 9%. Previously, the company said in the change announcement that it had not signed an actual agreement with holovis, Horowitz digital company had not been established, the virtual entertainment business promoted in cooperation with holovis had not been actually carried out, and did not meet the conditions for commercialization, which had no impact on the company’s current operating revenue and profit growth.
At present, the meta universe is basically in the stage of conceptual speculation. After the stock prices of relevant companies rise sharply, they often fall sharply. The article “how the yuan universe rewrites human social life” published on the website of the State Supervision Commission of the Central Commission for discipline inspection points out that when we rationally look at the new round of technological revolution and its impact on society brought by the yuan universe, we should not underestimate the opportunities in 5-10 years, nor overestimate the evolution and changes in 1-2 years.
industrial marijuana licenses were issued centrally, and the concept leader rose the limit for four consecutive days
Among the top gainers, industrial marijuana also appeared. The latest index point hit a new high in recent two and a half years, Aba Chemicals Corporation(300261) “20cm” limit, Shanghai Shunho New Materials Technology Co.Ltd(002565) , Kunming Longjin Pharmaceutical Co.Ltd(002750) and other strong limits. Kunming Longjin Pharmaceutical Co.Ltd(002750) rose by the limit for four consecutive days. Since December 20, the cumulative increase in six trading days has exceeded 50%. Yunnan Muya agriculture, in which the company holds 51% equity, is mainly engaged in large-scale cultivation of industrial marijuana.
On the news side, with the issuance of 11 industrial marijuana extraction licenses again in Yunnan Province, the number of licensed industrial marijuana processing enterprises in Yunnan has reached 29.
In addition, on December 15, the Colombian bill on “legalization of industrial marijuana” was adopted in the last debate in Parliament. The proponents of the Bill said that the passage of the bill was “a victory for Colombia’s agriculture and economy”. Colombia’s Globe reported that in Colombia, cannabis is the third largest plant used to make biofuels after oil palm and coconut. This means that mahjong is no longer considered a mentally active and controlled item, but a crop for farmers to grow.
since December, the prices of more than 20 varieties have increased
Since December, many industries have seen price increases, and the price increases have become more and more intense. On the one hand, the price rise is affected by the arrival of the peak consumption season due to the approaching Spring Festival, and on the other hand, it is regulated by national policies. Relevant people said that the price rise of related varieties is good for upstream or downstream companies, and the share prices of related listed companies will also respond.
Through public information mining, as of last Friday, the prices of at least 20 varieties have risen since December, mainly in major industries such as chemical industry, energy and nonferrous metals. The prices of some varieties have continued to rise in the past two months. For example, wood pulp has increased by 10.49% in recent 60 days, and the price has continued to rise since November; Pig prices, which have been falling for several months, have also rebounded since November, rising nearly 16% in the past 60 days.
More than half of the varieties in the chemical sector have increased in price. The price of caustic soda has increased by more than 24% in recent 5 days, the price of lithium sulfate has increased by nearly 9% in recent 5 days, and the price of aluminum fluoride has increased by more than 25% in recent 60 days. It is worth mentioning that the national development and Reform Commission and the Ministry of industry and information technology jointly issued the implementation plan on invigorating industrial economic operation and promoting high-quality industrial development, and issued 16 measures to invigorate industrial economic operation and promote high-quality industrial development. In addition, praseodymium oxide in nonferrous metals rose 29.63% in 60 days and cobalt rose 14.55% in 30 days.
On the supply side, the production capacity is reduced in winter, on the demand side, the new energy vehicle industry is developing rapidly, and the procurement scale of mainstream enterprises is large. Under multiple pressures, the prices of many varieties in chemical industry, nonferrous metals and other sectors continue to rise.
Among the rising concept stocks, aluminum stocks have the highest increase since December
Stimulated by the price rise, data treasure statistics show that more than half of the more than 100 associated A-Shares have outperformed the Shanghai index in the same period since December (as of December 24). From the performance of various varieties, aluminum related listed companies have increased by an average of more than 10% since December, and sulfur related listed companies have increased by an average of more than 5%.
In terms of individual stocks, Aluminum Corporation Of China Limited(601600) , Tecon Biology Co.Ltd(002100) , Wens Foodstuff Group Co.Ltd(300498) and other three stocks have increased by more than 20% since December. Stimulated by the news of production reduction and shutdown, it provided a “booster” for the rise of aluminum price, which rose 3.38% in recent 5 days. In addition, China Rare Earth Group Co., Ltd. was established on December 23, and Aluminum Corporation Of China Limited(601600) Group Co., Ltd. holds its shares. The news was fermented as early as early December.
In addition to the above three shares, 11 shares related to caustic soda Elion Clean Energy Company Limited(600277) , pig plate Beijing Shunxin Agriculture Co.Ltd(000860) , Guangdong Haid Group Co.Limited(002311) , aluminum enterprise Qinghai Jinrui Mineral Development Co.Ltd(600714) have increased by more than 15% since December.
17 undervalued and price rising concept stocks were increased by going north
According to further statistics, among the more than 100 A-Shares related to the price rise, only 17 companies have been increased by going north since December, and the valuation is less than 25 times, involving aluminum, petroleum coke, liquefied natural gas, paper and other varieties.
More than half of the shares whose valuation is less than 10 times, including Fangda Special Steel Technology Co.Ltd(600507) , Shandong Bohui Paper Industry Co.Ltd(600966) , Inner Mongolia Junzheng Energy & Chemical Group Co.Ltd(601216) ; Pig sector Fangda Special Steel Technology Co.Ltd(600507) , Muyuan Foods Co.Ltd(002714) valuation is relatively high. From the perspective of Lufthansa’s position increase, since December, Wanhua Chemical Group Co.Ltd(600309) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Inner Mongolia Junzheng Energy & Chemical Group Co.Ltd(601216) have been significantly increased month on month. The position increase of the first two shares exceeds 1 percentage point. The TDI unit (300000 t / a) in Yantai Industrial Park was shut down for maintenance on July 1. At present, the maintenance has been completed and resumed production. The main products of Henan Shenhuo Coal&Power Co.Ltd(000933) aluminum business include alumina, etc.
In terms of market performance, 6 of the above 17 stocks lost the Shanghai index in December, including Sinopec Shanghai Petrochemical Company Limited(600688) , Shaanxi Heimao Coking Co.Ltd(601015) , Inner Mongolia Junzheng Energy & Chemical Group Co.Ltd(601216) , Shandong Sun Paper Co.Ltd(002078) . Among them, Sinopec Shanghai Petrochemical Company Limited(600688) has decreased by nearly 10% since December, Inner Mongolia Junzheng Energy & Chemical Group Co.Ltd(601216) has decreased by about 3% since December, and Beishang capital has increased its position by 0.86% in the same period. Among these 6 stocks, the range of position increase is higher.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
(data treasure)
