Follow up comments
On December 27, 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: Fuan Pharmaceutical (Group) Co.Ltd(300194) (300194, 13.97%), Casin Real Estate Development Group Co.Ltd(000838) (000838, 10.03%) and Changjiang materials (001296, 10.00%). The 42 companies we focused on rose by 0.90% on average, of which the top three stocks were: Sichuan Teway Food Group Co.Ltd(603317) (603317, 8.14%), Eoptolink Technology Inc.Ltd(300502) (300502, 6.06%), Chengdu Hongqi Chain Co.Ltd(002697) (002697, 5.47%). By industry, the top three sectors in Sichuan and Chongqing are social services (+ 6.14%), textile and clothing (+ 4.59%), and transportation (+ 3.57%).
On December 27, the general office of Sichuan provincial government and the general office of Chongqing Municipal Government jointly issued the construction plan of Chengdu Chongqing modern efficient characteristic agricultural belt, proposed to build a spatial pattern of “one axis, three belts and four areas”, and defined 35 key tasks in seven aspects, including promoting high-quality agricultural development, strengthening agricultural science and technology support, vigorously expanding Shenzhen Agricultural Products Group Co.Ltd(000061) market Promote the coordinated development of urban and rural industries, promote the construction of rural ecological civilization in the upper reaches of the Yangtze River, promote the integrated development of urban and rural areas, and improve the guarantee level of resource elements. It is planned that by 2025, the agricultural quality, benefit and competitiveness of Sichuan and Chongqing will be significantly improved, the added value of the primary industry will be more than 71 billion yuan, the sown area of grain will be more than 96 million mu, the total grain output will be more than 36 million tons, the number of pigs will be about 68.5 million, and the number of vegetable products will reach 57 million tons. Sichuan and Chongqing have strong competitiveness in agriculture and downstream food and beverage industries such as pigs, grain and oil, Sichuan wine and condiments. The release of the plan will help integrate advantageous resources, promote the development of regional primary industry, and bring new development momentum to local food and beverage, feed, pig breeding and other industries, It is suggested to pay attention to food and beverage enterprises with strong performance certainty and good growth: Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) , Qianhe Condiment And Food Co.Ltd(603027) .
Industry dynamics
1. Chongqing Municipal Bureau of Finance released the economic operation of state-owned and State-controlled Enterprises in the city. From January to November, the total operating revenue of state-owned enterprises in the city was 491.64 billion yuan, a year-on-year increase of 20.4% and an average increase of 8.8% in the two years. Among them, municipal enterprises amounted to 281.71 billion yuan, a year-on-year increase of 13.0% and an average increase of 4.1% in the two years. The total profit of state-owned enterprises was 15.02 billion yuan, a year-on-year increase of 38.3% and an average increase of 9.1% in the two years. Among them, municipal enterprises reached 13.23 billion yuan, a year-on-year increase of 112.3%, with an average increase of 10.5% in the two years. (China News Network)
Company dynamics
Berry Genomics Co.Ltd(000710) (000710): release the announcement on the registration and inspection of test kits of wholly-owned subsidiaries.
Risk tips: economic recovery is lower than expected, covid-19 outbreak risk, raw material price fluctuation risk.
