[today's Guide]
It is comparable to natural diamonds in many aspects. Within six months of cultivating diamonds, orders have been filled, and the market share of this company's subdivided products is more than 50%
This budget has achieved the fastest growth rate in nearly three years. Many countries around the world have increased their budgets one after another. This company provides support for large state-owned enterprises
The continuous surge of natural gas in Europe triggered a chain reaction. Overseas giants have lowered their production expectations for the next three years in advance. The company's relevant resource reserves exceed 2 million tons
The world's largest supplier may be a major variable. The price of raw materials for this product is rising all the way, and there may be a significant shortage of global supply
Or significantly more than expected! Policy + supply two wheel drive, the sales of the product more than doubled in the first two months, and the company is ready for the next large-scale production
National Development and Reform Commission: promote the reform of the formation mechanism of on grid electricity price for gas-fired power generation and nuclear power
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is comparable to natural diamonds in many aspects. Orders for cultivated diamonds have been filled within 6 months, and the market share of the company's subdivided products is more than 50%
Recently, the global output of rough natural diamonds has continued to decline, and the price of natural diamonds has increased significantly. Major natural diamond producers such as De Beers have raised prices one after another. In this case, the cultivation of diamonds has attracted more attention. A person in charge of cultivating diamond brand sales told reporters that with the improvement of consumers' awareness of cultivating diamonds and the upgrading of consumption habits, the sales volume of cultivating diamonds in China's consumer market, especially in first tier cities, has increased rapidly, and some stores even achieved a sales growth rate of 300%.
Both cultivated diamonds and natural diamonds are pure carbon crystals with exactly the same physical, chemical and optical properties. They are comparable to natural diamonds in terms of transparency, refractive index and dispersion. They are completely the same as natural diamonds in terms of brightness, luster, fire color, flicker and other jewelry characteristics. According to the statistics of Bain, a consulting company, the market penetration of cultivated diamonds has increased rapidly in recent years. From 2020 to 2021, the global cultivated drilling penetration rate will increase from 5.9% to 8%, and it is expected that the global cultivated drilling penetration rate will reach 15.8% by 2025; The penetration rate of cultivated drilling in China will increase from 4% to 6.7% from 2020 to 2021. It is expected that the penetration rate of cultivated drilling in China will reach 13.8% by 2025. Some enterprises said that the production of diamonds cultivated by enterprises in short supply recently, and the orders in the next six months have been signed Haitong Securities Company Limited(600837) analysis points out that in the short term, the supply-demand scissors gap of diamond cultivation is in the process of widening, and the products of leading manufacturers at the blank end are expected to usher in a "sweet period" of simultaneous rise in volume and price.
Among A-share listed companies, Henan Huanghe Whirlwind Co.Ltd(600172) is one of the largest diamond manufacturers in China. In 2020, the company's cultivated diamond volume accounted for about 20% of the global cultivated diamond sales market, of which high-end quality accounted for more than 50% Henan Liliang Diamond Co.Ltd(301071) has mass produced 2-10 carats of large grain high-grade cultivated diamonds, and the large grain cultivated diamonds in the laboratory technology research stage have exceeded 30 carats Sinomach Precision Industry Co.Ltd(002046) diamond cultivation adopts MPCVD road. The company said that it has concentrated the existing equipment for diamond cultivation production.
European natural gas continued to soar, triggering a chain reaction. Overseas giants have lowered their production expectations for the next three years in advance. The company's relevant resource reserves exceed 2 million tons
On March 7, LME zinc rose sharply, with an increase of nearly 5%, standing at US $4200 / ton, a new high since 2006.
Last week, European natural gas futures continued to soar, with the price exceeding 203 euros / MWh The continuous price rise of natural gas drives the continuous rise of electricity price in Europe, which corresponds to the serious loss of aluminum and zinc production in Europe. According to the calculation of The Pacific Securities Co.Ltd(601099) securities, the loss of zinc smelting in Europe is 800 US dollars / ton, and the profit margin is about - 22%. Previously, Glencore lowered its zinc production guidelines for the next three years. As a global non-ferrous giant, Glencore plans to produce 1.22 million tons of copper and 1.17 million tons of zinc in 2021, accounting for 5.1% and 8.6% of the global supply of copper and zinc in 2021, respectively. Its production planning has a great impact on the price of metal zinc. According to the analysis of Debang securities, the development of key areas of infrastructure in 2022 will continue to drive the demand for industrial metals such as aluminum and zinc. Traditional infrastructure represented by transportation and urban pipe network construction and new infrastructure fields including 5g, UHV and rail transit will further stimulate the demand for industrial metals such as aluminum and zinc.
Among the A-share listed companies, Jinhui has two mining rights and two exploration rights. The amount of zinc metal, lead metal and silver metal recorded by the natural resources department is 2.512 million tons, 637700 tons and 116219 tons Yunnan Luoping Zinc&Electricity Co.Ltd(002114) currently owns 100% equity of Xiangrong mining, Derong mining and Hongtai mining, and 60% equity of Fuli lead zinc mine. The self-sufficiency rate of raw materials is about 25% - 30%, and the production capacity of zinc ingot is 120000 tons / year Huludao Zinc Industry Co.Ltd(000751) nonferrous metals has an annual production capacity of more than 360000 tons, and is in the forefront of the industry in terms of production capacity, scale, equipment and technical strength.
the world's largest supplier may be a major variable. The price of raw materials for this product is rising all the way, and there may be a significant shortage of global supply
Since this year, the prices of many chemical fertilizer raw materials have risen all the way. A person in charge of an agricultural materials company said that the prices of urea, ammonium bicarbonate and other fertilizers are increasing every year. In 2020, a package was about 80-90 yuan, and now it has risen to 150160 yuan. The price rise of raw materials has driven up the price of chemical fertilizer. For example, the market sales price of potassium chloride is generally 42004300 yuan / ton, and the arrival price in some areas has reached 4400 yuan / ton, with an increase of more than 10% in recent two months.
With more land entering the spring farming season, there is a strong demand for chemical fertilizer Western Securities Co.Ltd(002673) said that the current international fertilizer prices have formed a large price difference with China's fertilizer prices, of which the price difference of potassium chloride outside China is about 0-100 yuan / ton, the price difference of urea outside China is about 12001300 yuan / ton, and the price difference of monoammonium phosphate outside China is about 23 Guangdong Advertising Group Co.Ltd(002400) yuan / ton. The large price difference in the fertilizer market outside China gives Chinese fertilizer enterprises a certain space for price increase. Russia is one of the three largest exporters of chemical fertilizer in the world and occupies an important position in the international chemical fertilizer supply chain. Russia ranks first in nitrogen fertilizer exports, second in potassium fertilizer exports and third in phosphate fertilizer exports Everbright Securities Company Limited(601788) said that with the implementation of sanctions by European and American countries, there will be an obvious shortage of global fertilizer supply, which will raise the global fertilizer price. The chemical fertilizer industry is an important support for stabilizing agricultural production. In the context of policies to ensure the stable supply of chemical fertilizer products, it is expected that the demand for chemical fertilizer products will remain strong, which is conducive to the sustained and steady development of relevant companies in the field of chemical fertilizer.
Among A-share listed companies, Qingdao East Steel Tower Stock Co.Ltd(002545) in Kaiyuan, Laos, the existing capacity of potassium chloride is 500000 tons / year. The production expansion project under implementation is the first phase of 1.5 million tons (500000 tons), and the production capacity will be increased to 1 million tons after the first phase is reached Tibet Urban Development And Investment Co.Ltd(600773) invested in the development of two salt lakes in Tibet, Ali Longmucuo and Jieze Chaka, with a total reserves of 28 million tons of potassium chloride Sichuan Meifeng Chemical Industry Co.Ltd(000731) said that the company's fertilizer products cover more than 20 provinces and cities across the country, and its market share continues to increase.
or significantly higher than expected! Policy + supply two wheel drive, the sales of the product more than doubled in the first two months, and the company is ready for the next large-scale production
In an interview at the Great Hall of the people, Xiao Yaqing, Minister of industry and information technology, said that the sales of Shanxi Guoxin Energy Corporation Limited(600617) cars in the first two months of this year were very good, more than doubling. It is expected that the expected target can be achieved this year, which may be significantly higher than the expected target.
Several new energy vehicle enterprises officially announced price increases. As of early March, at least 16 new energy vehicle enterprises had announced price adjustments, involving at least 36 models, covering the mainstream car purchase range from less than 100000 yuan to more than 300000 yuan. Among them, the increase of models below 100000 yuan is relatively high, with an average price increase of about 4800 yuan Huaxi Securities Co.Ltd(002926) analysis points out that great changes have taken place in intelligent and electric vehicles, reshaping the industrial order and promising the golden decade of the automobile industry. The 2022 government work report proposes to continue to support the consumption of new energy vehicles, policy + supply two wheel drive, and the penetration of new energy vehicles is expected to accelerate.
Among A-share listed companies, Yunnan Aluminium Co.Ltd(000807) provides green aluminum to auto parts manufacturers for the production of auto parts (aluminum wheels, aluminum castings, body panels, etc.) Zhongjie (Jiangsu) Technology Co.Ltd(301072) is mainly sold to primary suppliers of auto parts and vehicle manufacturers through direct sales. At present, the vehicle manufacturers are mainly Great Wall Motor Company Limited(601633) group and SAIC Maxus Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) said that at present, the trial production of 5000 tons of iron phosphate project has been basically completed, and the small batch of iron phosphate products have been used for the use verification of battery customers by the company's downstream cooperative enterprises, so as to prepare for the company's next large-scale production.
national development and Reform Commission: promoting the reform of the formation mechanism of on grid electricity price for gas-fired power generation and nuclear power
The report of the draft national economic and social development plan in 2022 points out that we should promote the reform of the formation mechanism of on grid electricity price for gas-fired power generation and nuclear power. China's China's one belt, one road, is also the most realistic choice for the Wan Gang to solve its economic and social development and energy demand contradictions. His proposal hopes that the national level can strengthen overall coordination, introduce nuclear power export financing policies and strengthen publicity in international organizations and international activities, so as to enhance the popularity and competitiveness of China National Nuclear Power Co.Ltd(601985) . With nuclear power as the link, build a community with a shared future for mankind in the field of energy.
According to the annual development and Prospect of China's nuclear energy (2020) released by China Nuclear Energy Industry Association, it is estimated that by 2025, China National Nuclear Power Co.Ltd(601985) in transit and installed capacity will reach 70gw and 30GW under construction, corresponding to about 5-6 new units approved in the 14th five year plan, bringing about 120 billion yuan / year of market space Sinolink Securities Co.Ltd(600109) Niubo research report pointed out that at present, the localization rate of the third generation units has reached 85%, and it is optimistic about nuclear power equipment manufacturers with high gross profit and good competition pattern; It is optimistic that with the increase of units in operation, the commercial performance of equipment with strong consumable properties will continue to grow; Due to high technical and qualification barriers, operators will fully benefit from the continuous expansion of market space.
Among the listed companies, China National Nuclear Power Co.Ltd(601985) is the nuclear power operation platform of CNNC group, with 25 nuclear power units in operation and 23.71 million KW installed capacity in operation Nanjing Baose Co.Ltd(300402) once signed an agreement with the Institute of advanced nuclear energy innovation of the Chinese Academy of Sciences. The two sides intend to form a strategic cooperative relationship on the development of high-temperature molten salt equipment required for the future advanced nuclear fission energy thorium based molten salt reactor nuclear energy system, ultra-high temperature photothermal power generation system and molten salt energy storage technology Wuxi Paike New Materials Technology Co.Ltd(605123) products are mainly used in nuclear waste transportation tanks, nuclear power plants, etc.
