Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
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The concepts of assisted reproduction and baby and child fell sharply on the 8th. As of press time, dajiaweikang fell by more than 15%, Honz Pharmaceutical Co.Ltd(300086) , Hubei Goto Biopharm Co.Ltd(300966) fell by more than 12%, Hybio Pharmaceutical Co.Ltd(300199) fell by more than 10%, Aurisco Pharmaceutical Co.Ltd(605116) , Jiangsu Aoyang Health Industry Co.Ltd(002172) , etc C.Q.Pharmaceutical Holding Co.Ltd(000950) , Berry Genomics Co.Ltd(000710) fell by more than 9%; In terms of the concept of the concept of the infant child, the concept of the concept of the concept of the concept of the concept of the concept of the infant child, the Kidswant Children Products Co.Ltd(301078) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ etc.
It is worth noting that Dajia Weikang rose by about 60% in the previous three trading days, Hubei Goto Biopharm Co.Ltd(300966) , C.Q.Pharmaceutical Holding Co.Ltd(000950) and Kidswant Children Products Co.Ltd(301078) increased by about 38.5% in the previous five trading days.
Dajia Weikang also pointed out that through the company’s self inspection, the company’s recent operation is normal, the market environment and industrial policies have not been significantly adjusted, and the internal and external business environment has not changed significantly.
Kidswant Children Products Co.Ltd(301078) announced that the company found that the public media recently reported the relevant news about the government’s three child fertility policy supporting measures, which made the A-share secondary market pay more attention to the concept of “three children”. The company is mainly engaged in the retail of mother, infant and child commodities and value-added services. The total market scale of the company’s business has a certain relationship with the total number of newborns in China. However, the company’s performance is not only potentially affected by the number of newborns in China, but also affected by various factors such as industrial policies, market competition and management level, The impact of the “three child policy” on the company’s performance is uncertain. Please invest rationally and pay attention to risks.
Shanghai Aiyingshi Co.Ltd(603214) said that at present, the company’s daily business activities are normal, the market environment has not changed significantly, and the company has no other major information that should be disclosed but not disclosed. At present, there are no media reports or market rumors that have an impact on the company’s stock trading price, as well as hot concept matters.
the concept of “counting from the east to the west” rose strongly Leon Technology Co.Ltd(300603) , Inesa Intelligent Tech Inc(600602) and other trading limits . Beijing Dataway Horizon Co.Ltd(301169) etc. rose sharply
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On the news side, Chen Li, Secretary of the Party committee and chairman of Shanghai Mobile, said in an interview that the construction of data center clusters will be accelerated in the future, and the resource base of data center will be further consolidated based on the two core hub nodes of Shanghai Qingpu and Lingang; Build a new information infrastructure of “5g + computing power network + smart middle platform”, and build a new information service system of “connection + computing power + capability”.
Recently, the national development and Reform Commission, the central network and information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters.
Galaxy Securities pointed out that the “digital computing in the East and digital computing in the west” project will promote the construction of computing infrastructure, improve the overall computing level of the country, drive the investment in the new infrastructure industrial chain of digital economy, and first benefit the upstream supporting facilities providers and server manufacturers. As the core productivity of digital economy, computing power has become an important infrastructure for national economic development. At present, the scale of China’s data center has reached 5 million standard racks and the computing power has reached 130 eflops (130 billion floating-point operations per second). In the future, the demand for computing power of the whole society is expected to grow rapidly at a rate of more than 20% every year. The notice requires that the average shelf rate of data centers in the cluster should reach at least 65%, and the number of computing hubs will further increase in the future, which will directly drive the incremental demand for upstream supporting facilities and servers.
Hongta Securities Co.Ltd(601236) said that due to the rapid development of mobile Internet, cloud computing, big data, artificial intelligence and other information technologies in recent years, the demand side growth rate of IDC industry as the underlying infrastructure has always been at a high level, and the industry will continue to maintain a high outlook for a long time in the future. “Counting from the East and counting from the west” project is a project that the state plans the location layout of new computing power from the perspective of top-level design, liberates the resource pressure of Eastern first tier core cities such as North, Shanghai, Guangzhou and Shenzhen, ensures the supply of IDC, and can effectively meet the market demand brought by the rapid growth of downstream industries. Its essence can be understood as the guidance for the supply side reform of the industry. According to the relevant plans issued by the state, the IDC construction investment is expected to be about 1440 billion yuan during the 14th Five Year Plan period, with an average annual investment of about 360 billion yuan. The relevant upstream and downstream industrial chains are expected to maintain rapid growth for a long time, including IT equipment such as servers, network communication equipment such as optical modules, power and temperature control equipment and third-party IDC manufacturers.
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Alcohol stocks rebounded and rose on the 8th, with gains of Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Anhui Golden Seed Winery Co.Ltd(600199) , Xinjiang Yilite Industry Co.Ltd(600197) , Anhui Kouzi Distillery Co.Ltd(603589) , Kweichow Moutai Co.Ltd(600519) , etc.
This year, Baijiu stock overall trend is weak, as of March 7th closing, Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) cumulative decline of over 40%, Jiugui Liquor Co.Ltd(000799) fell about 27.6%, Wuliangye Yibin Co.Ltd(000858) fell 25.4%, Luzhou Laojiao Co.Ltd(000568) , Sichuan Swellfun Co.Ltd(600779) , Shede Spirits Co.Ltd(600702) and other decline were over 20%, Kweichow Moutai Co.Ltd(600519) fell 16.7%.
Yesterday, the main business data from January to February 2022 disclosed by Kweichow Moutai Co.Ltd(600519) showed that during the Spring Festival in 2022, the sales momentum of the company’s products was good, the market showed a booming trend, and successfully achieved a “good start”. According to the preliminary accounting of the company, from January to February 2022, the company achieved a total operating revenue of about 20.2 billion yuan, an increase of about 20% year-on-year; The net profit attributable to the shareholders of the listed company was about 10.2 billion yuan, a year-on-year increase of about 20%.
In this regard, Guotai Junan Securities Co.Ltd(601211) Securities pointed out that the company’s peak season sales achieved a good start, and its performance accelerated to exceed market expectations, laying a sound foundation for the completion of tasks throughout the year. According to the research progress of Maotai, the contribution of non-standard products is expected to be about 25% faster than that of Maotai from May to February, 1931, and the increment of non-standard products is expected to be slightly higher than that of Maotai from May to February, 2021. According to the research progress of Maotai, the contribution of non-standard products is expected to be about 25%.
The agency believes that since September 2021, the company’s reform road has continued to move forward, and the reform actions of product system, price system and marketing system have been implemented continuously, with both revenue and relaxation. The disclosure of business data from January to February 2022 will further improve the quality of information phi and strengthen the confidence of capital market, which will also boost the sentiment of the sector. In 2022, with the increase of base liquor volume, the company’s development focus will continue to focus on key factors such as channel system, product structure and marketing construction, and enter the accelerated growth period of high-quality and strong industry under the combination of volume and price.
the medium and long-term performance of the industry is improving securities sector may usher in valuation repair opportunities
On March 8, the intraday changes in the securities sector pulled up. As of press time, Chinalin Securities Co.Ltd(002945) led, Guosheng Financial Holding Inc(002670) , Polaris Bay Group Co.Ltd(600155) , Guolian Securities Co.Ltd(601456) , Caida Securities Co.Ltd(600906) and others followed suit.
On the evening of March 4, the newly revised Measures for the hierarchical management of the national share transfer system of small and medium-sized enterprises and supporting guidelines of the national share transfer company were officially released. This revision of the layered management measures has adjusted the entry conditions, entry frequency and descending arrangement of the innovation layer.
China Post Securities pointed out that the implementation of the management measures will optimize the quality of innovative companies in the national share transfer system and provide higher quality companies for the Beijing stock exchange. As a capital intermediary, it will greatly benefit and be optimistic about the long-term profit increment of the securities industry. Recently, the average daily turnover of the two cities fluctuated around trillion, and the pressure of short-term brokerage business / wealth management business has been relieved. At the same time, the reform and innovation of the securities industry in recent years, such as fund investment adviser / new regulations on asset management / the implementation of comprehensive registration system, will greatly stabilize the performance fluctuation of the securities industry, and the short-term market fluctuation will not change the medium and long-term performance of the securities industry.
On February 25, China Securities Association released the operating data of securities companies in 2021. According to the data, in 2021, 140 securities companies in the industry realized an operating revenue of 502.41 billion yuan and a net profit of 191119 billion yuan. By the end of 2021, the total assets of the securities industry were 10.59 trillion yuan and the net assets were 2.57 trillion yuan, an increase of 19.07% and 11.34% respectively over the end of the previous year.
Tianfeng Securities Co.Ltd(601162) pointed out that the securities sector adheres to the valuation logic from cycle to growth. With the deepening reform of the capital market, the sector may welcome valuation repair. Focus on recommending leading securities companies that go out of the bear market structure and continue to benefit from the improvement of the capital market environment.
lunni staged “forced air war” a nickel concept stocks will rise with “madness”
On March 8, A-share nickel related stocks rose sharply. As of press time, Pengxin International Mining Co.Ltd(600490) limit, Hunan Corun New Energy Co.Ltd(600478) , Gem Co.Ltd(002340) , Inner Mongolia Xingye Mining Co.Ltd(000426) and other stocks rose. On the news side, lunni staged a “forced air war”. Overnight, the main contract price of LME nickel futures soared by 72% in a single day, reaching a record high of US $55000 / ton, with a weekly increase of nearly 70%. Affected by lunni, Shanghai nickel rose the limit for several days. On March 8, China’s commodity futures market opened, and the main contract of Shanghai nickel continued to close the limit, closing at 228810 yuan / ton.
After the sharp rise of Lun nickel, major futures companies commented on the future market of nickel. Everbright futures believes that Shanghai nickel ushered in the second trading limit overnight. That night, LME nickel’s maximum daily rise reached 88%. If calculated according to the closing US $50300 / ton, China’s rise still needs to reach 40% to match it. The short-term nickel price performance has been far away from the fundamentals. The lower and lower reaches of the nickel price will be impacted to varying degrees, and the wait-and-see mood may be stronger. It is recommended to wait and see in the short term and wait for the end of the risk event.
Guotai Junan Securities Co.Ltd(601211) futures analysis: from the perspective of trading, the game between long and short sides is becoming more and more intense, and the nickel holding warehouse inventory ratio in overseas LME market has reached a high level over the years. With the sharp rise of overseas nickel price and freight, the import and export profits are upside down, and the Shanghai Lun ratio falls to 6.72. In the short term, the supplement of imports to China’s low inventory will be weak.
Huatai futures believes that the supply and demand expectation of nickel midline is not optimistic, but there are also variables in the midline expectation. Recently, lunni has been greatly strengthened due to the influence of capital game and position squeeze, and the price has been far from the scope of supply and demand. Before the end of capital game, it may still maintain a strong trend. However, the current price has been seriously divorced from supply and demand, and the downstream has suffered a large loss, so the nickel price also needs to be treated with caution.
Shanghai Mobile accelerates the construction of data center pays attention to the investment opportunities upstream and downstream of the industrial chain
It is reported that Chen Li, party secretary and chairman of Shanghai Mobile, said in an interview that the construction of data center clusters will be accelerated in the future, and the resource base of data center will be further consolidated based on the two core hub nodes of Shanghai Qingpu and Lingang; Build a new information infrastructure of “5g + computing power network + smart middle platform”, and build a new information service system of “connection + computing power + capability”.
Dongguan Securities pointed out that previously, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. At present, the scale of China’s data center has reached 5 million standard racks, and the computing power has reached 130eflops. With the comprehensive and continuous penetration of digital technology into all fields of economy and society, the demand for computing power in the whole society is still very urgent, and it is expected to grow rapidly at a rate of more than 20% every year. The industrial chain of data center is long, including IT equipment such as servers and switches, supporting equipment such as heat dissipation and racks, data center construction, operation and maintenance, etc. The promotion of “counting from the east to the west” is expected to further stimulate the investment in the upstream and downstream of the industrial chain. It is suggested to pay attention to the relevant companies of the industrial chain. Such as Inspur Electronic Information Industry Co.Ltd(000977) , Dawning Information Industry Co.Ltd(603019) , China Greatwall Technology Group Co.Ltd(000066) , Unisplendour Corporation Limited(000938) , Shanghai Baosight Software Co.Ltd(600845) , Shanghai Athub Co.Ltd(603881) .
