Today (December 29), the three major A-share indexes opened mixed, and then gradually weakened. The Shanghai index fell below 3600 points, and the performance of the gem was even worse. On the disk, in terms of industries, airports, shipbuilding, rubber products, medical devices, logistics and other industries led the rise, while wine making, electric power, agriculture, animal husbandry, feeding and fishing, cultural media, gas and other industries led the decline. In terms of subject stock, the concept of syringe, aircraft carrier concept, oil price related, assisted reproductive technology, general aviation and other leading industries, led by transgenic, Baijiu, super brand and Yuan universe.
alcohol stocks fell sharply Anhui Gujing Distillery Company Limited(000596) fell more than 7%, and the organization said that the positive trend of the sector remained unchanged
Liquor stocks fell sharply on the 29th. As of the close, Anhui Yingjia Distillery Co.Ltd(603198) fell more than 8%, Anhui Gujing Distillery Company Limited(000596) , Jiugui Liquor Co.Ltd(000799) fell more than 7%, Kweichow Moutai Co.Ltd(600519) also fell more than 4%, Luzhou Laojiao Co.Ltd(000568) , Anhui Kouzi Distillery Co.Ltd(603589) , Wuliangye Yibin Co.Ltd(000858) also fell miserably.
On the news side, on the evening of December 28, Luzhou Laojiao Co.Ltd(000568) Jiaoling Liquor Sales Co., Ltd. issued a notice on adjusting the 60 year price system of century Luzhou Laojiao Co.Ltd(000568) Jiaoling liquor on the Internet. The notice shows that from now on, the 60 year price system of century Luzhou Laojiao Co.Ltd(000568) cellar age wine will be increased. Earlier, Luzhou Laojiao Co.Ltd(000568) just announced to increase the supply price of Guojiao 1573 classic terminal sales channel and the price of 52 degree Tequ wine. Within half a month, another category announced to increase the price.
Judging from the recent situation of raising prices of liquor enterprises, the liquor market is mainly concentrated in Baijiu market. On December 21, Bozhou Gujing Sales Co., Ltd. issued a notice, and Bozhou Gujing Sales Co., Ltd. decided to adjust the group purchase transaction price of raw pulp and products in Anhui Gujing Distillery Company Limited(000596) year. Enterprise investigation data show that Bozhou Gujing Sales Co., Ltd. is a wholly-owned subsidiary of Anhui Gujing Distillery Company Limited(000596) . Specifically, the price adjustment of Bozhou Gujing Sales Co., Ltd. involves the regular packaging and zodiac version of products on the new year's Eve. The company specially emphasizes that Wuxi Online Offline Communication Information Technology Co.Ltd(300959) price adjustment should be carried out simultaneously. After the Spring Festival in 2022, the company will uniformly organize a major inspection. If it is found that the adjustment is not implemented according to this adjustment, the relevant responsible persons will be punished quickly and severely. It is understood that "year raw pulp" series products are the main direction of Anhui Gujing Distillery Company Limited(000596) structural adjustment. The main consumption scenes are high-end business consumption scenes, family consumption scenes and daily drinking.
Near the end of the year, a number of liquor enterprises issued price increase notices. Insiders said that Baijiu benefited from the stocking and distributors' conference at the end of the Spring Festival, and liquor entered the pre holiday period, which is expected to increase the profits of the company in the fourth quarter and 2022.
Qianhai securities, East Asia, said the price increase of Baijiu company showed that the pressure of cost side was gradually being transmitted to the downstream demand side. The price increase could increase the fourth quarter of the company and the profit in 2022. In the medium to long term, the impact of consumption upgrading on Baijiu plate core demand has not changed. The price increase helps enhance the brand strength of Baijiu plate company, and increase the confidence of dealers and consumers. At present, the Baijiu plate is in the golden period of development. With the continuous promotion of consumption upgrading and the reform of the companies in the plate, the whole industry is showing a trend of higher quality. And in 2022, under the role of the macro policy of macro policy to expand domestic demand and promote consumption, the Baijiu plate will continue to maintain a high prosperity of "good internal company + external good environment". High-end Baijiu and strong brand with high channel strength still have high allocation value.
Zheshang Securities Co.Ltd(601878) said that the first quarter of 2022, Baijiu enterprises will meet the high growth rate and start a new start. The expected part of the market will continue to increase. For example, Moutai's price increase and marketing reform expectations / Spring Festival stock market expectations), the liquor sector will not change to a good trend. From top to bottom, we are firmly optimistic about the logic of both attack and Defense & catalyzing the high-end wine being gradually realized, with Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) being the first; From the bottom up, the first 22 years of high elasticity & high certainty & is expected to usher in Shede Spirits Co.Ltd(600702) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiugui Liquor Co.Ltd(000799) , Anhui Gujing Distillery Company Limited(000596) and so on.
the logistics sector surged San Yang Ma (Chongqing) Logistics Co.Ltd(001317) since the resumption of trading, it has gained 17
The logistics sector rose in intraday shock on the 29th. As of press time, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) rose by the limit, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Jiangsu Feiliks International Logistics Inc(300240) rose by more than 4%, and Shenzhen Prolto Supply Chain Management Co.Ltd(002769) , Sinotrans Limited(601598) , Shenzhen Easttop Supply Chain Management Co.Ltd(002889) , Xiamen Xiangyu Co.Ltd(600057) , Sto Express Co.Ltd(002468) , Nanjing Inform Storage Equipment (Group) Co.Ltd(603066) all strengthened. It is worth noting that San Yang Ma (Chongqing) Logistics Co.Ltd(001317) resumed trading again today. So far, the stock has gained 17 trading boards since its listing (including the upper limit of 44% on the first day), with a cumulative increase of 450%.
It is worth noting that the stock has been trading for several consecutive days since it was listed on November 30, during which it has touched the abnormal fluctuation of stock trading for many times. Subsequently, the trading of the stock was suspended since the opening of the market on December 22 and resumed after the disclosure of the verification announcement.
The company received the letter of concern from Shenzhen Stock Exchange on December 22, 2021. According to the relevant contents and requirements of the letter, the company attached great importance to it. After careful verification, the company submitted the reply to the letter of concern from Shenzhen Stock Exchange to Shenzhen Stock Exchange recently. In its reply, the company pointed out that at present, the company's main business can be divided into automobile integrated logistics services, non automobile commodity integrated logistics services and warehousing services. From January to November 2021, the national automobile production and sales completed 23.172 million and 23.489 million respectively, with a year-on-year increase of 3.5% and 4.5% respectively. At present, the external market environment has not changed significantly. The operating revenue of the company in the first three quarters of 2021 was 680405525 yuan, and the net profit attributable to the shareholders of the listed company was 46124517.47 yuan. There was no significant change in the fundamentals of the company.
sales data exposure! Andon Health Co.Ltd(002432) in response to the letter of concern, the share price rose again
On December 29, Andon Health Co.Ltd(002432) rose again to 50.05 yuan / share, and the stock has risen 634% since November 15. In terms of news, yesterday, the company replied to the letter of concern of Shenzhen stock exchange that at present, the company has completed the comparative test of recombinant N protein with Omicron mutation and no mutation through a third-party laboratory, and the test results of the two are basically no difference. Theoretically, it can be inferred that the effectiveness of the company's kit products for detecting Omicron virus.
In addition, on the question of ranking first in the sales of kit products on Amazon's U.S. website, Andon Health Co.Ltd(002432) said that Amazon's official U.S. platform counted the sales of each product and published the comprehensive ranking based on the combination of daily sales and instantaneous sales in real time. However, Amazon platform does not publish sales and sales in any form, nor can it infer relevant data from this ranking. In the past interactive Q & A, the company has never released information about the sales and sales of kit products.
Andon Health Co.Ltd(002432) pointed out that in the previous Q & a reply of interactive easy platform, the company's ihealth kit product sales ranked first. However, the sales ranking of Amazon USA is a comprehensive ranking based on the combination of daily sales and instantaneous sales, and the ranking will be updated in real time, which does not represent the cumulative sales. According to the query results on December 28, the sales of the company's kit products on Amazon USA platform ranks No. 6.
Fujian Snowman Co.Ltd(002639) what happened to the "Earth Sky board"?
On December 29, Fujian Snowman Co.Ltd(002639) rose in the afternoon and touched the daily limit, and the stock once hit the daily limit in the morning. On the disk, hydrogen energy concept stocks have performed well recently. In the past 6 trading days, Fujian Snowman Co.Ltd(002639) raised the limit on the 22nd, 23rd and 27th respectively, and a total of 3 trading boards were harvested.
After hours data show that from December 22 to 24, a net purchase of Fujian Snowman Co.Ltd(002639) by an institution exceeded 100 million yuan. On December 27, hot money relay was closed Fujian Snowman Co.Ltd(002639) . According to the dragon and tiger list data, the total net purchase of the two business departments from Hangzhou exceeded 60 million yuan. In addition, Huaxin Securities Shanghai Branch net purchased 12.9463 million yuan.
According to public information, Fujian Snowman Co.Ltd(002639) is one of the largest manufacturers and suppliers of ice making equipment and ice making systems in China. The main business includes the R & D, production and sales of ice making, ice storage and ice delivery equipment and systems, as well as the design, production and sales of cold water equipment, refrigeration, refrigeration, air conditioning, environmental protection and other related refrigeration products.
In April this year, Fujian Snowman Co.Ltd(002639) issued an announcement to march into the field of hydrogen energy. The announcement shows that the company plans to issue shares in a non-public manner, raising no more than 670 million yuan for the construction project of hydrogen fuel cell system production base, the construction project of hydrogen energy technology R & D center and supplementary working capital. The actual controller Lin Rujie will subscribe for the shares issued by the company with 60 million yuan.
the breaking of the limit tide has "lithium" and can travel all over the world! Cro plate rebounded continuously
On the morning of December 29, the two sectors of A-share lithium mine and salt lake lithium extraction continued yesterday's rebound trend, and the intraday share prices of Yongxing Special Materials Technology Co.Ltd(002756) and Zanger mining reached a record high. Last Friday Contemporary Amperex Technology Co.Limited(300750) fell sharply. The market once had a pessimistic view on the lithium battery industry chain. Why has the market attitude changed significantly now?
Guotai Junan Securities Co.Ltd(601211) firmly optimistic that this round of lithium price has a certain sustainability at a high level, rather than pure cyclical ups and downs. According to the current investigation, we know that the lithium carbonate Library in the three yuan material factory has more than 1 months, and lithium iron phosphate consumption is only 2-3 weeks. Next year, the global lithium resources will total about 180000 tons of LCE (lithium carbonate equivalent). In addition, lithium ore needs at least 3-5 years from mining, exploration to production, and the future probability is still in tight balance.
Citic Securities Company Limited(600030) it is expected that the lithium price will remain high in 2022, and the price inflection point will not appear in the short term. The lithium salt price center in 2022 will be significantly higher than that in 2021, which will drive the company's performance of the lithium sector to increase significantly. The valuation advantage and configuration value of the lithium sector in 2022 are high.
medical equipment industry planning focuses on "7556" sharp capital to seize the "new track"
On December 28, the Ministry of industry and information technology, together with the National Health Commission, the national development and Reform Commission and other departments and units, issued the "14th five year plan" for the development of medical equipment industry (hereinafter referred to as the "plan"), proposing that by 2025, the level of upgrading the industrial foundation and modernization of the industrial chain of medical equipment will be significantly improved, and the mainstream medical equipment will basically realize effective supply, The performance and quality of high-end medical equipment products have been significantly improved, and a comprehensive support capacity for public health and medical health needs has been initially formed.
According to the reporter, this plan is the first national industrial development plan in the field of medical equipment. The plan focuses on the growing medical and health needs of the people, clinical needs and health security, and puts forward the promotion idea of "7556", that is, around 7 key areas, deploy 5 key tasks, implement 5 special actions and take 6 safeguard measures to promote the realization of the development goal of the medical equipment industry.
"The industrial planning goal is clear, the path is clear, and the key areas and tasks are highly consistent with the company's strategic development plan. The overall feeling is that the plan seems to be tailored for science and innovation enterprises. It looks friendly and exciting." Chison Medical Technologies Co.Ltd(688358) Mo ruoli, the actual controller and general manager, said frankly in an interview with reporters that this is a real policy "gift package" given by the state to the medical equipment industry. The company should pay close attention to policy opportunities, keep up with the pace of national development and accelerate to make a new mileage on the science and innovation board.
