Today (December 28) morning, A-Shares opened high and went low, and then maintained shock consolidation; In the afternoon, the stock index rebounded slightly and accelerated its upward attack in the late afternoon. On the disk, in terms of industries, energy metals, software development, Internet services and other industries led the increase; Electricity, coal, gas, traditional Chinese medicine, real estate and other sectors led the decline. In terms of subject stocks, salt lake lithium, digital currency and industrial machines led gains, while pumped storage, green power, hair medicine and natural gas led declines.
heavy industry development plan released Siasun Robot&Automation Co.Ltd(300024) concept stocks rose strongly Wuhan Huazhong Numerical Control Co.Ltd(300161) and so on
Boosted by the 14th five year plan for industrial development, the Siasun Robot&Automation Co.Ltd(300024) concept rose strongly on the 28th. As of the closing, Siasun Robot&Automation Co.Ltd(300024) , Wuhan Huazhong Numerical Control Co.Ltd(300161) showed outstanding performance, and Foshan Golden Milky Way Intelligent Equipment Co.Ltd(300619) , Shanghai Step Electric Corporation(002527) , Zhejiang Dun’An Artificial Environment Co.Ltd(002011) , Estun Automation Co.Ltd(002747) rose ahead. In terms of news, in order to promote China’s Siasun Robot&Automation Co.Ltd(300024) industry to move towards medium and high-end and accelerate the realization of high-quality development, the Ministry of industry and information technology and other 15 departments jointly issued the Siasun Robot&Automation Co.Ltd(300024) industrial development plan in the 14th five year plan today.
The plan proposes that by 2025, China will become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, the gathering place of high-end manufacturing and a new highland of integrated application. A number of Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products have made breakthroughs, the comprehensive indicators of the whole machine have reached the international advanced level, and the performance and reliability of key parts have reached the international level of similar products. The average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeds 20%. A number of leading enterprises with international competitiveness and a large number of specialized and new “little giant” enterprises with strong innovation ability and good growth will be formed, and 3 ~ 5 industrial clusters with international influence will be built. Manufacturing Siasun Robot&Automation Co.Ltd(300024) density doubled. By 2035, the comprehensive strength of China’s Siasun Robot&Automation Co.Ltd(300024) industry will reach the international leading level, and Siasun Robot&Automation Co.Ltd(300024) will become an important part of economic development, people’s life and social governance.
According to the Ministry of industry and information technology, China has become the world’s largest industrial Siasun Robot&Automation Co.Ltd(300024) consumer for eight consecutive years. In 2020, the manufacturing Siasun Robot&Automation Co.Ltd(300024) density reached 246 sets / 10000 people, nearly twice the global average. The industrial application field of Siasun Robot&Automation Co.Ltd(300024) has covered 52 industry categories and 143 industry categories such as automobile, electronics, metallurgy, light industry, petrochemical and medicine. The service Siasun Robot&Automation Co.Ltd(300024) and special Siasun Robot&Automation Co.Ltd(300024) have realized large-scale applications in the fields of warehousing and logistics, education and entertainment, cleaning services, security inspection, medical rehabilitation and so on.
Shengang Securities pointed out that in the future, with the further deepening of the aging of social population structure and the increase of labor costs, China, as the world’s largest industrial Siasun Robot&Automation Co.Ltd(300024) consumer market, will gradually release the dividends of the development of Siasun Robot&Automation Co.Ltd(300024) industrial chain. China Siasun Robot&Automation Co.Ltd(300024) industrial chain company with leading technology will benefit from a good track by taking advantage of the rapid growth of the Chinese market and the opportunity of localization substitution. It is suggested to pay attention to Estun Automation Co.Ltd(002747) , Shenzhen Inovance Technology Co.Ltd(300124) , etc.
Andon Health Co.Ltd(002432) the intraday limit hit a record high, rising nearly six times in more than a month
Andon Health Co.Ltd(002432) (002432) on the 28th, the trading limit rose strongly, reaching a record high. It is worth noting that since November 15, the stock has risen nearly six times. On the news side, the company released a risk warning again on December 27, saying that the overseas sales revenue of covid-19 antigen home self-test OTC kit of the company’s subsidiary is closely related to the development of the epidemic situation. Due to the unpredictability of the epidemic development, the promotion of vaccination plan, the validity period of product emergency use authorization (EUA), as well as the development and change of the market, After the product obtained the US emergency use authorization (EUA), the company is unable to predict the future impact of the product on the company’s operating revenue and performance. Investors are reminded to pay attention to investment risks.
On November 7, Andon Health Co.Ltd(002432) disclosed its subsidiary ihealth labs Inc. The New Coronavirus antigen self testing OTC kit was obtained from the US emergency response authorization (EUA). The following products can be sold in the US during the public health emergency period in the US and the countries authorized by the US EUA. It is expected that the relevant sales revenue may be generated in the future, and it is also indicated that the impact of product sales on the performance is not yet predictable. It is reported that there is no need for a prescription to buy the above kit, which is sold through e-commerce, pharmacies, supermarkets and other channels in the United States.
It is worth noting that on November 11, when investors asked about the production capacity of relevant products, the company revealed that the current monthly production capacity is 100 million people, and it plans to increase the production capacity to 200 million people per month by the beginning of 2022; On November 15, it was further revealed that the kit products had started large-scale production and sold well in local spot; On November 18, it was disclosed that the price of the kit was US $6.99 (1 person).
lithium iron phosphate increased by 167.57% in 2021, and the global medium and long-term penetration rate is expected to increase (with shares)
According to the data of business society, the price of lithium iron phosphate in 2021 was 37000 yuan / ton in January and 99000 yuan / ton as of December 27. The overall increase of the whole year was 167.57%, reaching 62000 yuan / ton. According to statistics, the capacity of lithium iron phosphate in 2020 was 320000 tons, and the capacity of lithium iron phosphate was estimated to reach 920000 tons as of December 2021. The capacity also doubled.
The business society believes that lithium iron phosphate is still in the stage of rapid development. Under the strong stimulation of short supply, lithium iron phosphate capacity projects continue to expand and increase production. It is expected that the increase projects will be released in 2022, the market supply of lithium iron phosphate will be alleviated, and the market share will further increase. It is expected that the expansion of enterprises and the rise of prices will advance side by side in the next year.
In terms of A-share investment, Caixin Securities pointed out that it is expected that lithium iron phosphate will maintain its cost advantage for a long time without a major breakthrough in the battery technology route. With many car enterprises represented by Tesla choosing lithium iron phosphate batteries for supporting, it is expected that the installed capacity of lithium iron phosphate in China will account for 60% in 2025 and 20% overseas, It is expected that the medium and long-term penetration rate of lithium iron phosphate in the world is expected to reach 35%.
The agency said that the preparation process of lithium iron phosphate has been relatively mature, and the price of materials with similar performance from various manufacturers has also converged. With the continuous overcoming of preparation barriers, the continuous improvement of downstream demand and the continuous release of supply side, it is expected that lithium iron phosphate will show more commodity properties in the future and dilute the product premium brought by manufacturing barriers. In this process, the cost control ability of lithium iron phosphate material manufacturers is the source of their excess income. The layout of raw material end can effectively reduce the cost of lithium iron phosphate. It is suggested to pay attention to the industry leader Shenzhen Dynanonic Co.Ltd(300769) with rapid growth under the high demand for lithium iron phosphate; In addition, it is suggested to pay attention to chemical enterprises with resource advantages that cross-border enter the lithium iron phosphate industry, such as Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Sichuan Development Lomon Co.Ltd(002312) , Jiangsu Lopal Tech.Co.Ltd(603906) .
eight departments issued the intelligent manufacturing development plan of the 14th five year plan, and more than 120 industrial Internet platforms will be built
According to the news report of China Central Television, eight departments including the Ministry of industry and information technology jointly issued the “14th five year plan” for intelligent manufacturing development. The plan puts forward the following specific goals by 2025: first, remarkable achievements in transformation and upgrading, 70% of manufacturing enterprises above Designated Size basically realize digital networking, and build more than 500 intelligent manufacturing demonstration factories leading the development of the industry. Second, the supply capacity has been significantly enhanced, the market satisfaction rates of intelligent manufacturing equipment and industrial software have exceeded 70% and 50% respectively, and more than 150 system solution suppliers with high professional level and strong service ability have been cultivated. Third, the foundation support is more solid, more than 200 national and industrial standards have been formulated and revised, and more than 120 industrial Internet platforms with industrial and regional influence have been built.
According to statistics, China’s industrial Internet has covered 41 key areas of the national economy, and the application mode of industrial Internet is gradually clear. Open source Securities believes that intelligent manufacturing and the requirements of industrial development in the new era promote the development of industrial Internet industry. Facing the requirements of China’s manufacturing industry to move forward and maintain high competitiveness in the global manufacturing industry, China’s manufacturing industry needs to use the power of informatization to improve efficiency, promote industrial intelligence, and realize the efficient use and scheduling of production factors. The industrial Internet uses the network platform to closely integrate equipment, production lines, factories, suppliers, products and customers, realize interconnection across equipment, factories and regions, and improve output efficiency.
Huaan Securities Co.Ltd(600909) pointed out that the industrial Internet market has broad prospects and the division of labor in the industrial chain is becoming clearer and clearer. In 2020, the added value of industrial Internet industry will reach 3.57 trillion yuan, accounting for 3.51% of GDP, of which the added value of direct industry will reach 0.95 trillion yuan, driving 6038600 jobs and 387900 new jobs; The scale of industrial added value infiltrated was 2.62 trillion yuan, driving 21.266 million jobs and 1.8137 million new jobs, with remarkable economic benefits. In terms of industrial chain division of labor, the upstream network equipment layer has been formed, such as intelligent terminal equipment and its spare parts manufacturers; Midstream edge layer, IAAs layer, platform layer and application layer, such as edge data processing, cloud infrastructure, platform and industrial app manufacturers; Downstream industrial enterprises such as high energy consumption, general power and new energy. It is time for process manufacturing enterprises to carry out industrial Internet applications, and the discrete manufacturing enterprise scenario is the future.
the National Informatization Plan of the 14th five year plan proposes to accelerate the construction of digital infrastructure, and the industrial chain target is expected to continue to benefit
On December 27, the central network security and Informatization Commission issued the National Informatization Plan for the 14th five year plan, which made deployment arrangements for China’s informatization development during the 14th Five Year Plan period. The plan proposes that to promote high-quality development and improve people’s well-being, we need to accelerate the construction of digital infrastructure, appropriately deploy the next-generation intelligent facility system in advance, deepen the digital and intelligent transformation and upgrading of public facilities, and promote the improvement of infrastructure capacity in an all-round way.
AVIC Securities pointed out that the infrastructure of digital economy (also known as digital infrastructure) is the key content and important field of new infrastructure construction. Digital infrastructure mainly refers to a new generation of digital infrastructure that provides support capabilities such as data perception, acquisition, storage, transmission, calculation and application based on information network and new generation information technology. Its core is to digitally empower all industries around the key production factor of data. For example, 5g network, data center, artificial intelligence, cloud computing, Internet of things, industrial Internet and basic software can be regarded as digital infrastructure.
Chuancai Securities believes that benefiting from the opening of 5g cycle, the “new infrastructure” policy continues to increase, and the centralized purchase of operators has been implemented one after another, the related targets of the industrial chain are expected to continue to benefit. It is suggested to grasp the three main investment lines of equipment, application and flow: (1) communication equipment: Zte Corporation(000063) , Fiberhome Telecommunication Technologies Co.Ltd(600498) ; (2) Switch / Router: Fujian Star-Net Communication Co.Ltd(002396) , Unisplendour Corporation Limited(000938) etc; (3) Optical module: Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) etc; (4) Cloud Computing: Wangsu Science & Technology Co.Ltd(300017) , Shanghai Baosight Software Co.Ltd(600845) , Beijing Sinnet Technology Co.Ltd(300383) etc; (5) Internet of things: Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) , Thunder Software Technology Co.Ltd(300496) etc.
the 14th five year plan for the development of medical equipment industry was released, and the development of high-end medical equipment and innovative devices will be accelerated (with shares)
According to the news of China Central Television Network on December 28, the “14th five year plan” for the development of medical equipment industry was released this morning. The plan proposes to strive to significantly improve the level of advanced foundation and industrial chain modernization of medical equipment industry, basically realize effective supply of mainstream medical equipment, and significantly improve the performance and quality of high-end medical equipment products by 2025, Initially form a comprehensive support capacity for public health and medical health needs. According to Wang Weiming, director of the first Department of equipment industry of the Ministry of industry and information technology, this plan is the first national industrial development plan in the field of medical equipment. It will focus on seven key areas, such as diagnostic and testing equipment, treatment equipment, monitoring and life support equipment, traditional Chinese medicine diagnosis and treatment equipment, maternal and child health equipment, health care and rehabilitation equipment and active implant intervention equipment.
Tianfeng Securities Co.Ltd(601162) pointed out that the development plan focuses on the internationalization strength of Chinese brands and aims to form a leading enterprise with global innovation leading ability. The Ministry of industry and information technology formulated the development plan for the medical equipment industry for the first time. The development vision is to make major breakthroughs in key parts and materials, ensure the safety and reliability of high-end medical equipment, achieve international standards in product performance and quality, improve the product system and realize large-scale application. The annual compound growth rate of business income of Enterprises above designated size is more than 15%, The high-end medical equipment industry has received greater support.
Seven directions are the key development areas, among which, ① diagnostic and inspection equipment focuses on the development of high-end image diagnostic equipment, high-end cell analysis equipment, inspection and analysis equipment, POCT equipment, etc; ② In the field of monitoring, focus on promoting the upgrading and performance improvement of dialysis equipment, ventilator and other products; ③ In the field of implantable interventional devices, it is proposed to speed up the development of miniaturized and precision implantable cardiac pacing equipment and nerve stimulation equipment.
In terms of investment direction, the organization believes that: ① high-end medical equipment and consumables enterprises with global competitive advantages; ② Head company with high quality, strong comprehensive strength and R & D capability in the field of in vitro diagnosis; ③ Innovate the R & D and production enterprises of interventional devices; The above three categories of medical devices have great development opportunities. Companies in related industries include Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , minimally invasive medical (H), Weigao (H), Lianying medical (unlisted), Autobio Diagnostics Co.Ltd(603658) , Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Shanghai Microport Endovascular Medtech (Group) Co.Ltd(688016) , Xintong medical (H), Peijia medical (H), Qiming medical (H), Apt Medical Inc(688617) , Shanghai Sanyou Medical Co.Ltd(688085) .
