Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
the concept of digital currency rose strongly Newcapec Electronics Co.Ltd(300248) "20cm" limit Feitian Technologies Co.Ltd(300386) and other big rises
The concept of digital currency rose strongly on the 28th. As of press time, Newcapec Electronics Co.Ltd(300248) "20cm" limit, Szzt Electronics Co.Ltd(002197) , Sichuan Expressway Company Limited(601107) "10cm" limit, Newland Digital Technology Co.Ltd(000997) , Beijing Infosec Technologies Co.Ltd(688201) , Shenzhen Emperor Technology Company Limited(300546) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Huafon Microfibre (Shanghai) Co.Ltd(300180) and other increases were ahead.
On the news side, the 2022 working conference of the people's Bank of China was held by video on the morning of December 27. The meeting required that in 2022, the people's Bank of China should adhere to the general tone of seeking progress while maintaining stability, fully, accurately and comprehensively implement the new development concept, accelerate the construction of a new development pattern, comprehensively deepen financial reform and opening up, adhere to innovation driven development and promote high-quality development. Comprehensively promote the construction of financial laws and regulations system. Complete the preparation of the financial development plan for the 14th five year plan with high quality. We will continue to promote the pilot work of regional financial reform. We will continue to strengthen comprehensive statistical monitoring and analysis of the financial industry. We will continue to crack down on cross-border gambling, telecommunications network fraud and illegal payment activities. Strengthen the application and management of financial science and technology. We will steadily and orderly promote the pilot research and development of digital RMB.
As early as October 13, the official website of the people's Bank of China issued the notice of the people's Bank of China on strengthening the management of payment acceptance terminals and related businesses, which made a series of management requirements for bank card receipt and bar code payment terminals. It is worth noting that bar code payment has also been included in the regulation, making specific provisions on the use of bar code for personal receipts. The personal receipt code of WeChat and Alipay can not be used for receivables in March 1st next year.
Everbright Securities Company Limited(601788) pointed out that the above policies issued by the central bank are mainly to further increase the security of payment and reduce tax evasion in business activities, from which we can see the importance of security and stability of payment. The legal figure RMB can give good consideration to the needs of efficiency, security and stability in the payment process. With the continuous promotion of the country, the future development is worth looking forward to. The conditions for the landing of digital RMB have gradually matured, and the preparations for promotion have been comprehensively accelerated.
According to Guotai Junan Securities Co.Ltd(601211) securities, the regulatory authorities have issued the prohibition of personal collection codes from being used for business services and the prohibition of personal static collection barcodes from being used for remote non face-to-face collection from March 1, 2022. These are micro payment scenarios. Strengthening supervision is conducive to anti money laundering, anti tax evasion, etc., and indirectly paves the way for the promotion of digital RMB, because a large scene of digital RMB is micro payment, and it itself has traceable and traceable sources, which will greatly accelerate the promotion of digital currency in the future.
The agency believes that from the perspective of the promotion and construction process of digital currency, it is divided into system construction, software and hardware wallet, payment, bill collection and other links, involving many players, including traditional ATM manufacturers and bank IT manufacturers. Head players with overall solutions and closer banking services have more opportunities to get more shares.
Aba Chemicals Corporation(300261) intraday limit rose again for 7 trading days, up more than 150%, and the company suggested risk
Aba Chemicals Corporation(300261) (300261) opened sharply higher on the 28th, with a strong intraday rise. As of press time, the "20cm" limit of the stock was reported at 19.16 yuan. So far, the stock has risen 154% in the seven trading days since December 20.
The company's share price rose significantly in the short term, but there was no significant change in its production and operation, according to an announcement on Aba Chemicals Corporation(300261) 27. The company reminds investors to pay attention to the transaction risks in the secondary market, make rational decisions and invest prudently.
The company said that there had been no significant changes in the company's operation and internal and external business environment recently. By September 30, 2021, the company had achieved an operating revenue of 1604.2496 million yuan, an increase of 7.08% over the same period of the previous year; The net profit attributable to the shareholders of the listed company was 150.7526 million yuan, an increase of 23.03% over the same period of the previous year. As of the disclosure date of this announcement, the operation of the company has not changed significantly. From December 20, 2021 to December 27, 2021, the company's stock price has increased by about 116.40%, which is significantly higher than the change degree of the company's fundamentals and does not match the company's current fundamentals.
In addition, the company is concerned that the investors of the interactive platform pay more attention to the company's CBD medical products recently, and makes the following clarifications and risk tips for the relevant situation: as of the disclosure date of the announcement, the company's Maltese subsidiary a2wpharma Ltd. (hereinafter referred to as "a2w") the main structure of CBD (cannabinoid) medical product production workshop has been basically completed. At present, equipment installation and application for GMP certification are under way. No CBD medical products have been produced and sold this year. Affected by the epidemic in Europe, the company expects that the CBD medical products of a2w will be officially put into operation in the first quarter of 2023, and will not bring any sales revenue and profit contribution to the company in 2021 and 2022. In addition, the GMP certification process of a2w is uncertain, which may affect the production progress of CBD medical products.
lithium battery concept is active again Tibet Mineral Development Co.Ltd(000762) daily limit Tibet Summit Resources Co.Ltd(600338) and so on
The lithium battery concept was active again on the 28th. As of press time, Vontron Technology Co.Ltd(000920) , Tibet Mineral Development Co.Ltd(000762) limit, Tibet Summit Resources Co.Ltd(600338) , Lecron Industrial Development Group Co.Ltd(300343) , Jinyuan Ep Co.Ltd(000546) , Yongxing Special Materials Technology Co.Ltd(002756) , Foshan Golden Milky Way Intelligent Equipment Co.Ltd(300619) , Youngy Co.Ltd(002192) , Keda Industrial Group Co.Ltd(600499) and other gains were higher. On the news side, it is reported that since mid November, lithium prices have completed the process from "emotional brewing" to "slow rise", and then to "accelerated rise" last week. From the increase of 2-3000 yuan / ton per week in late November to 10000 yuan / ton last week.
For the follow-up trend of lithium price, Guotai Junan Securities Co.Ltd(601211) Securities pointed out that the two to three weeks from late November to late December 2021 are mainly the stock procurement before the Spring Festival. In a large number of centralized procurement processes, it will promote the pulse change of price and bring impetus to the rise. Considering the current tight supply, even if the midstream material factory conducts centralized procurement at the first time point, it is difficult to buy a large amount of inventory enough to support normal production for two or three months. Therefore, around the middle of February 2022, there will be another centralized procurement, which will promote the rise of prices.
Citic Securities Company Limited(600030) said that the current lithium price is at a high level, the market's awareness of price rise is gradually passivated, and the continued rise of price may have a reverse effect on the stock market. In 2021, the quarterly average price of lithium carbonate in China was RMB 75000, RMB 89000, RMB 110000 and RMB 205000 / ton. The price in the fourth quarter was significantly higher than that in the first three quarters. The performance growth peak of relevant enterprises is expected to appear in the fourth quarter, driving the enterprise valuation down to a lower level. It is expected that the lithium price will remain high in 2022, and the price inflection point will not appear in the short term. It is expected that the lithium salt price center in 2022 will be significantly higher than that in 2021, which will drive the company's performance in the lithium sector to increase significantly. The valuation advantage and allocation value of the lithium sector in 2022 are high.
The agency said that subject to the development cycle of mineral resources, lithium is expected to become one of the most sustainable links in the power battery industry chain. At the same time, it is expected that the catalyst and rising power of the sector will shift from "price rise" to "performance", and the lithium sector will have strong valuation advantages and configuration value in 2022. Maintain the rating of "stronger than the market" in the lithium industry, focus on recommending enterprises with high self-sufficiency rate of lithium mines and high degree of performance fulfillment, recommend Ganfeng Lithium Co.Ltd(002460) , Chengxin Lithium Group Co.Ltd(002240) and Qinghai Salt Lake Industry Co.Ltd(000792) , and suggest paying attention to Yongxing Special Materials Technology Co.Ltd(002756) Shenzhen Hekeda Precision Cleaning Equipment Co.Ltd(002816) manufacturing.
the National Informatization Plan of the 14th five year plan was issued, and the concepts of information security and cloud computing increased
Boosted by favorable policies, information security and cloud computing concepts rose on the 28th. As of press time, in terms of information security concepts, Szzt Electronics Co.Ltd(002197) limit, Shenzhen Emperor Technology Company Limited(300546) , Beijing Interact Technology Co.Ltd(300419) , Beijing Trust & Far Technology Co.Ltd(300231) and so on. In terms of cloud computing concepts, Newcapec Electronics Co.Ltd(300248) "20cm" limit, Routon Electronic Co.Ltd(600355) , Jiangsu Zongyi Co.Ltd(600770) , Jc Finance & Tax Interconnect Holdings Ltd(002530) "10cm" limit, Global Infotech Co.Ltd(300465) , Shanghai Athub Co.Ltd(603881) , Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) and other outstanding performances.
In terms of information, on December 27, the Central Commission for network security and informatization issued the National Informatization Plan for the 14th five year plan, which made arrangements for China's informatization development during the 14th Five Year Plan period. The plan puts forward the overall development goal of national informatization during the 14th Five Year Plan period. By 2025, the construction of Digital China will make decisive progress, the development level of informatization will rise sharply, the digital infrastructure will be consolidated in an all-round way, the ability of digital technology innovation will be significantly enhanced, the value of data elements will be brought into full play, the digital economy will develop in high quality, and the overall efficiency of digital governance will be improved. Focusing on the development objectives, the plan has deployed 10 major tasks, focusing on the appropriate and advanced deployment of the next generation of intelligent facility system, unblocking the financing channels of wechat enterprises, and building a digital industry cluster with international competitiveness.
The plan also proposes to take digital industrialization as an important driving force to promote high-quality economic development, accelerate the cultivation of information technology industry ecology, promote the transformation and application of digital technology achievements, promote the leap of digital industry energy level, support the development and growth of online information enterprises, and create a digital industry cluster with international competitiveness.
Citic Securities Company Limited(600030) pointed out that the accelerated development of digital transformation, combined with policy support, fundamental improvement and other factors, will continue to highlight investment opportunities in the computer industry and maintain the rating of "stronger than the market" of the sector. It is suggested to focus on the core enterprises with long-term competitiveness in cloud computing, industrial software, smart car, financial it, energy it, information security, medical it, education it, consumer it and other subdivided fields corresponding to the three main lines (core cornerstone / right side of boom / left side of inflection point). The core subjects of concern include: Beijing Kingsoft Office Software Inc(688111) , Yonyou Network Technology Co.Ltd(600588) , Kingdee International, Servyou Software Group Co.Ltd(603171) , Shanghai Weaver Network Co.Ltd(603039) , Glodon Company Limited(002410) , Mingyuan cloud, Zwsoft Co.Ltd(Guangzhou)(688083) , Zhejiang Supcon Technology Co.Ltd(688777) , EDA leader, Huizhou Desay Sv Automotive Co.Ltd(002920) , Thunder Software Technology Co.Ltd(300496) , Hundsun Technologies Inc(600570) , Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Longshine Technology Group Co.Ltd(300682) , Beijing Forever Technology Co.Ltd(300365) , Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Qi An Xin Technology Group Inc(688561) , Winning Health Technology Group Co.Ltd(300253) , B-Soft Co.Ltd(300451) , Iflytek Co.Ltd(002230) , Beijing Shiji Information Technology Co.Ltd(002153) , China youzan.
The 14th five year plan Siasun Robot&Automation Co.Ltd(300024) industrial development plan is released, and the manufacturing Siasun Robot&Automation Co.Ltd(300024) density will double (with shares)
China Central Television reported that the Ministry of industry and information technology and other 15 departments jointly issued the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) Industrial Development Plan "today (28). According to the "14th five year plan" Siasun Robot&Automation Co.Ltd(300024) industrial development plan, by 2025, China will become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, high-end manufacturing agglomeration and a new highland of integrated application. During the 14th Five Year Plan period, breakthroughs will be made in a number of Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products, the comprehensive indicators of the whole machine will reach the international advanced level, and the performance and reliability of key parts will reach the international level of similar products; The average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeds 20%; Form 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, and build three to five industrial clusters with international influence; Manufacturing Siasun Robot&Automation Co.Ltd(300024) density doubled.
In terms of A-share investment, Guosen Securities Co.Ltd(002736) research report believes that high-end manufacturing ushers in a great opportunity for growth, and industrial upgrading + independent control are the two main growth lines in the medium and long-term dimensions of the machinery industry. Considering the industry track, the company's competitiveness and valuation level, Next year, we will continue to look for investment opportunities in two directions according to the research framework: 1) grasp the leading companies in the high-quality track that are expected to cross the cycle in the medium and long term, such as core parts companies, some product companies and testing service companies; 2) Tap high-quality leading companies or highly elastic undervalued targets in high growth fine molecule industries, such as diamond cultivation, photovoltaic / lithium battery / wind power / industrial automation, etc.
Minsheng Securities believes that China's industry Siasun Robot&Automation Co.Ltd(300024) is experiencing a series of opportunities to drive the improvement of global penetration, including the increased demand for industrial automation driven by the upgrading of China's manufacturing industry and the manufacturing capacity bottleneck driven by the recovery of overseas demand. The space for industrial automation has been opened, and Chinese enterprises are expected to continue to benefit from the high growth and share improvement of the industry, Continue to be optimistic about the industrial Siasun Robot&Automation Co.Ltd(300024) industrial chain, focusing on China's industrial Siasun Robot&Automation Co.Ltd(300024) leaders: Estun Automation Co.Ltd(002747) , Efort Intelligent Equipment Co.Ltd(688165) , Guangdong Topstar Technology Co.Ltd(300607) .
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) .
