Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
heavy industry development plan released Andon Health Co.Ltd(002432) health care sector broke out again
The health care sector rose strongly on the 29th. As of press time, Zhejiang Canaan Technology Limited(300412) , Youngy Health Co.Ltd(300247) "20cm" limit, Andon Health Co.Ltd(002432) limit again, Maider Medical Industry Equipment Co.Ltd(688310) , Innovation Medical Management Co.Ltd(002173) , Guangzhou Improve Medical Instruments Co.Ltd(300030) and other gains were higher. It is worth noting that Andon Health Co.Ltd(002432) has increased by 636% since November 15.
In terms of news, on December 28, the "14th five year plan" for the development of medical equipment industry was released. The plan proposed that by 2025, the level of advanced foundation and industrial chain modernization of medical equipment industry will be significantly improved, the effective supply of mainstream medical equipment will be basically realized, and the performance and quality of high-end medical equipment products will be significantly improved, Initially form a comprehensive support capacity for public health and medical health needs. By 2035, the R & D, manufacturing and application of medical equipment will be upgraded to the world advanced level. China is in the forefront of a country with innovative medical equipment, providing strong support for ensuring people's all-round and life-cycle health services.
The plan will have a far-reaching impact on the whole industrial chain of medical device and equipment industry. Over the past decade, China's medical device industry has developed rapidly, with a market scale of 840 billion yuan in 2020, and has become an important production base of global epidemic prevention materials in the process of epidemic resistance. However, the trend of global industrial chain adjustment has also exposed the problems of large but not strong and low value chain of China's medical device industry. Therefore, this plan focuses on industrial high-end upgrading In terms of security and stability of the supply chain, making up for weaknesses in core technologies, cross-border integration, promotion and application of innovative products, the goals by 2025 are: the industrial foundation of medical equipment will be advanced, the level of industrial chain modernization will be significantly improved, the mainstream medical equipment will basically achieve effective supply, and the performance and quality of high-end medical equipment products will be significantly improved, Initially form a comprehensive support capacity for public health and medical health needs. By 2035, the R & D, manufacturing and application of medical equipment will be upgraded to the world advanced level.
In addition, the plan focuses on seven key areas, deploys five key tasks, implements five special actions and takes six safeguard measures to promote the realization of the development goal of the medical equipment industry. Among them, 7 key areas are diagnosis and testing equipment, treatment equipment, monitoring and life support equipment, TCM diagnosis and treatment equipment, maternal and child health equipment, health care and rehabilitation equipment and active implant intervention equipment, which basically covers the needs of the whole population for all-round life-cycle medical and health service equipment from prevention, diagnosis, treatment to health, care and maintenance. With the gradual realization of the target at that time, the position of domestic device enterprises in the global industrial division and value chain will be greatly improved. It is expected that 6-8 enterprises will rank among the top 50 in the global medical device industry in 2025. It is expected that the threshold income of the top 50 in the world will be about 15 billion yuan in 2025. At present, China's device ranks sixth Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) and the income consistency in 2021 is expected to be 7 billion yuan. According to the plan, The leading technology level of domestic devices, industrial chain security, cross-border integration ability, import substitution ability and internationalization ability are expected to be gradually improved.
lithium ore concept strengthened again Tibet Summit Resources Co.Ltd(600338) two connected boards Yongxing Special Materials Technology Co.Ltd(002756) rose by more than 26% in the third day
The lithium concept strengthened again in the intraday session on the 29th. As of press time, Tibet Summit Resources Co.Ltd(600338) rose by the limit, Yongxing Special Materials Technology Co.Ltd(002756) rose by about 7%, and Sinomine Resource Group Co.Ltd(002738) , Youngy Co.Ltd(002192) , Sichuan Yahua Industrial Group Co.Ltd(002497) , Tianqi Lithium Corporation(002466) , Zangger mining, etc. rose ahead. It is worth noting that Tibet Summit Resources Co.Ltd(600338) has raised the limit for two consecutive trading days, and Yongxing Special Materials Technology Co.Ltd(002756) has risen by more than 26% for three days. On the news front, Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) released data show that on December 28, lithium hydroxide rose by 2000-3000 yuan / ton and lithium carbonate rose by 4000-4500 yuan / ton; Lithium cobaltate increased by 7500 yuan / ton; Lithium manganate increased by 1000-4000 yuan / ton.
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.
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 the process of a large number of centralized procurement, 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 aviation sector rose Juneyao Airlines Co.Ltd(603885) once hit the daily limit China Southern Airlines Company Limited(600029) and other big rises
The aviation sector rose on the 29th, Juneyao Airlines Co.Ltd(603885) once hit the daily limit; The increases of China Southern Airlines Company Limited(600029) , Air China Limited(601111) , China Eastern Airlines Corporation Limited(600115) and so on were higher.
According to the data, under the normalization trend of covid-19 epidemic, the passenger traffic volume of civil aviation picked up in 2021. According to the monthly data, the recovery was strong from February to July, with a significant year-on-year increase. Later, due to the repeated epidemic in some parts of China, it decreased from August to November. 4. May is the traditional off-season, and the turnover of Chinese passengers exceeds the level of the same period in 2019. In the traditional off-season, the three major airlines have greatly reduced their losses and small airlines have turned losses into profits; In the traditional summer peak season in July, China's passenger turnover recovered to 96.81% in 2019. The profit in the short peak season is better. The agency expects that the demand for air travel is expected to recover rapidly after the epidemic is gradually controlled.
Sinolink Securities Co.Ltd(600109) pointed out that because the overseas epidemic is still severe, in order to control the import of overseas epidemic, China still adopts "five ones" and "fuse" policies to control the number of international flights. With the promotion and popularization of vaccine research and development, the entry-exit restriction policy is expected to be liberalized, the demand for air travel suppressed by the epidemic will be released, and international and regional routes will be gradually restored by the end of 2022, Hong Kong and Macao airlines are expected to take the lead in opening up. With the popularization of vaccination and the gradual development of specific drugs, the impact of the epidemic is expected to be reduced, the suppressed demand for air travel will be released, and the airport sector has become the main line of demand recovery under the control of the epidemic.
In terms of the aviation sector, it is expected that during the 14th Five Year Plan period, the growth rate of aviation supply will decline, the marketization of freight rates will continue to promote, and the appreciation of exchange rate will be superimposed. From the medium and long-term perspective, the profitability of airlines will continue to improve. If the epidemic control and entry-exit restrictions are relaxed, the international line recovers, China's excess transport capacity is allocated to the international market, and the travel demand surges, there will be a tight balance between supply and demand, and the airline's profit elasticity will appear. After the adjustment of the aviation sector, the investment value will be highlighted, focusing on Spring Airlines Co.Ltd(601021) , Juneyao Airlines Co.Ltd(603885) .
the ship sector rose Asian Star Anchor Chain Co.Ltd.Jiangsu(601890) approached the daily limit China Cssc Holdings Limited(600150) the asset integration of the group accelerated
Stimulated by the acceleration of asset integration under China Cssc Holdings Limited(600150) group, the ship plate rose on the 29th, and Asian Star Anchor Chain Co.Ltd.Jiangsu(601890) was once close to the daily limit; China Shipbuilding Industry Group Power Co.Ltd(600482) , Changshu Guorui Technology Co.Ltd(300600) , Beijing Zhongkehaixun Digital S&T Co.Ltd(300810) , China Cssc Holdings Limited(600150) , Bestway Marine & Energy Technology Co.Ltd(300008) , China Shipbuilding Industry Company Limited(601989) all strengthened.
On the news side, on December 28, China Shipbuilding Industry Group Power Co.Ltd(600482) and Cssc Science & Technology Co.Ltd(600072) both announced that China Cssc Holdings Limited(600150) group, the indirect controlling shareholder of the company, was planning major asset restructuring and related party transactions, including the establishment of a joint venture and the issuance of shares to purchase the equity of relevant companies, involving the power sector and new energy sector of the group.
Specifically, China Shipbuilding Industry Group Power Co.Ltd(600482) plans to establish a joint venture with China Cssc Holdings Limited(600150) Industrial Group Co., Ltd., China Cssc Holdings Limited(600150) . The underlying assets used for capital contribution are the equity of China Shipbuilding Power Group, China Shipbuilding diesel, hechai heavy industry and Shaanxi diesel heavy industry held by all parties to the transaction, so as to further standardize the horizontal competition of diesel engine business under China Cssc Holdings Limited(600150) group.
China Shipbuilding Industry Group Power Co.Ltd(600482) said that after preliminary negotiation between the parties to the transaction, China Shipbuilding Industry Group Power Co.Ltd(600482) will hold the controlling stake in the joint venture after the completion of the transaction. This transaction does not involve China Shipbuilding Industry Group Power Co.Ltd(600482) issuing shares. In addition, neither the controlling shareholder nor the actual controller of the company has changed.
Cssc Science & Technology Co.Ltd(600072) said that at present, relevant parties are actively negotiating plans for major issues, and the scope of the underlying assets and the scope of the counterparty of this transaction have not been finalized. The trading of the company has been suspended since December 29 (Wednesday), and the suspension is expected to be no more than 10 trading days. This transaction will not lead to the change of the actual controller of the company.
printing and distributing the policy guidance on water saving system and paying attention to listed companies related to water saving (with shares)
According to the news of the Ministry of water resources on December 28, recently, the Ministry of water resources issued the guiding opinions on establishing and improving water-saving systems and policies, and the general office of the Ministry of water resources issued the implementation plan for establishing and improving water-saving systems and policies during the 14th Five Year Plan period, which defined the main objectives of establishing and improving water-saving systems and policies, and systematically deployed various tasks and measures.
The guiding opinions defines the guiding ideology, basic principles and work objectives of establishing and improving water-saving systems and policies. It is required that by 2025, the initial water rights distribution and trading system will be basically established, the "hard indicators" of rigid constraints on water resources will be basically established, the "hard measures" of water resources supervision will be effectively implemented, the "hard constraints" to promote the implementation of the "four water and four determinations" will be basically formed, the water conservation system and constraint incentive mechanism for the whole society will be basically formed, and the development and utilization of water resources will be strictly controlled, The efficiency and benefit of water use have been significantly improved. The total amount of water used in the national economy and society has been controlled within 640 billion cubic meters, the water consumption of 10000 yuan GDP has decreased by about 16%, and more than 60% of the county (District) administrative regions in the north and more than 40% in the South have met the construction standard of water-saving society; The water consumption of 10000 yuan industrial added value decreased by 16%, the effective utilization coefficient of farmland irrigation water increased to 0.58, the new area of efficient and water-saving irrigation was 60 million mu, the leakage rate of urban public water supply network was less than 9%, and the utilization of unconventional water sources in China exceeded 17 billion cubic meters.
Orient Securities Company Limited(600958) pointed out that the national development and Reform Commission and other five ministries and commissions jointly issued the "14th five year plan for building a water-saving society" earlier, which requires the working principle of "determining water demand and giving priority to water conservation; consolidating the foundation and making key breakthroughs; implementing classified policies and responsibilities; institutional innovation and scientific and technological guidance". The goal is to basically supplement the shortcomings of water-saving infrastructure and weak regulatory capacity by 2025, By 2035, the harmonious relationship between people and water will be realized, water conservation will become a conscious action of the whole society, and the total water consumption in China will be controlled within 700 billion cubic meters. The introduction of the plan will accelerate the development of smart water industry from the perspective of economic benefits and policies. The head water information company taking the lead in layout is expected to benefit. It is recommended to Zhejiang Heda Technology Co.Ltd(688296) and pay attention to Wpg (Shanghai) Smart Water Public Co.Ltd(603956) .
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.
