Today (December 30), A-Shares rebounded in shock. The Shanghai index stood at 3600 points, led by the growth enterprise market. In the afternoon, the three major stock indexes consolidated horizontally, with a clear view of the strong pattern. On the disk, in terms of industry, games, education, software development and other industries led the rise, while wind power equipment, energy metals, logistics, rubber products, coal and other industries made a slight correction. In terms of theme stocks, cloud games, virtual digital and NFT concepts led the rise, while low-carbon metallurgy, lithium extraction from salt lakes and power batteries made a slight correction.
traditional Chinese medicine plate made a comeback Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) “20cm” limit Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) and other big rises
The traditional Chinese medicine sector was active again on the 30th. As of press time, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) “20cm” limit, Jinghua Pharmaceutical Group Co.Ltd(002349) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Yabao Pharmaceutical Group Co.Ltd(600351) limit, Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) , Jianmin Pharmaceutical Group Co.Ltd(600976) , Guangdong Taiantang Pharmaceutical Co.Ltd(002433) and other increases were higher. In terms of news, the “several policies and measures on accelerating the characteristic development of traditional Chinese medicine” in 2021 put forward 28 measures, based on the characteristics of traditional Chinese medicine, promote the integration and coordinated development of traditional Chinese and Western medicine, improve the development benefits of traditional Chinese medicine and its services, and create a better growth environment for the traditional Chinese medicine industry.
Sinolink Securities Co.Ltd(600109) pointed out that relevant policies have continuously promoted the coordinated development of Chinese and Western medicine, creating a better growth environment for the traditional Chinese medicine industry. Chinese patent medicine and other products are included in the scope of centralized purchase, which is expected to promote the admission of traditional Chinese medicine into the hospital and broaden the large-scale channels. In addition, the traditional Chinese medicine industry is highly dependent on upstream traditional Chinese medicine raw materials. With the stricter supervision of traditional Chinese medicine and the rise of its price, it will increase the cost pressure of traditional Chinese medicine enterprises. Due to its obvious advantages in the OTC category, the main sales channels of traditional Chinese medicine are concentrated in the retail end and self-supporting rather than, and only a few are included in the centralized purchase list. Driven by the market demand and the attention of pharmacies, traditional Chinese medicine has high price maintenance ability.
The agency believes that OTC of brand traditional Chinese medicine is expected to usher in development opportunities. According to incomplete statistics, the revenue and net profit of listed enterprises in the traditional Chinese medicine industry included in the statistical scope in the first three quarters increased by 11.2% and 20.7% year-on-year respectively. Under the low base environment, the industry recovered significantly in the first three quarters of 2021. The trend of the subdivided track of the traditional Chinese medicine sector is differentiated, and the performance of some companies with brand traditional Chinese medicine, partial consumption and great health is relatively good. We are optimistic about the expansion of follow-up market space in the traditional Chinese medicine sector, and the performance growth of the company in the traditional Chinese medicine sector will be sustainable in the future. It is suggested to pay attention to: Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Yunnan Baiyao Group Co.Ltd(000538) , Dong-E-E-Jiao Co.Ltd(000423) , Jianmin Pharmaceutical Group Co.Ltd(600976) , Beijing Tongrentang Co.Ltd(600085) , Henan Lingrui Pharmaceutical Co.Ltd(600285) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) .
Chinese and foreign giants have joined the meta universe boom one after another. At the current time, grasp these three subdivision directions
In the morning trading on December 30, the yuan universe sector rose strongly, Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , New Guomai Digital Culture Co.Ltd(600640) , Kaiser (China) Culture Co.Ltd(002425) and other trading limits, and Tecnon (Fujian) Commercial Lighting Co.Ltd(300650) , Newcapec Electronics Co.Ltd(300248) , Hubei Century Network Technology Inc(300494) and other stocks led the rise. On the news side, the data show that about 40% of China’s listed game companies have already had a meta universe business layout in different fields, including representative game companies such as Tencent, Netease, Zhejiang Century Huatong Group Co.Ltd(002602) , China mobile game and Shenzhen Zqgame Co.Ltd(300052) . In addition to the content layout, some companies also have significant investment in XR, artificial intelligence and cloud.
New era Securities pointed out that looking forward to 2022, we should gradually strengthen the allocation of media Internet and grasp the era of meta universe. At present, I think there are several directions that can be grasped around the meta universe. First, the new hardware terminal, consumer arvr equipment, can be compared with the situation of mobile phones; Second, the new operating system or operating platform built on arvr devices, represented by Microsoft, Google, apple, wechat and other platform companies; Third, in addition to the transferred entertainment and enterprise industrial applications, or new applications with a volume of 100 million will be generated, and the business model will be extended by changing the new interaction mode of connection and experience.
China Merchants Securities Co.Ltd(600999) said that metauniverse is rapidly coming to us, and the development speed of new energy vehicles is far beyond our expectations. Now, Facebook, Microsoft, Disney and NVIDIA are making every effort to layout metauniverse. I believe that metauniverse is in the right direction, but moving in this direction is important for the media and Internet sector, There must be many investment opportunities to be explored. Now, the first ones to land are virtual people and NFT. Virtual people have been talked about a lot in the market recently, but there is no doubt that this is the first business to land in the meta universe. Virtual idols, virtual people live broadcasting and virtual person endorsement are rapidly popularized, and many advertisers are very satisfied with this, In the future, virtual human business is expected to be popularized faster.
the Ministry of industry and information technology encourages the merger and reorganization of rare earth enterprises, and the industrial chain is expected to usher in
On December 30, the rare earth permanent magnet sector rose sharply. As of press time, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) limit, Earth-Panda Advanced Magnetic Material Co.Ltd(688077) , Grinm Advanced Materials Co.Ltd(600206) and other stocks rose one after another. In terms of news, on December 29, when answering a reporter’s question about the high-quality development of the rare earth industry, deputy director Chang Guowu of the raw materials department of the Ministry of industry and information technology said that during the “14th five year plan”, the Ministry of industry and information technology will encourage rare earth enterprises to carry out mergers and acquisitions in accordance with the principles of marketization and legalization, support rare earth enterprise groups to extend to the downstream industrial chain, and improve their development ability and brand influence. Support advantageous regions, accelerate transformation and upgrading, and build rare earth industry clusters.
Galaxy Securities pointed out that the new round of national promotion of rare earth industry integration shows that the state attaches great importance to the rare earth industry, which will improve the concentration of China’s rare earth industry and control over rare earth prices, so that rare earths reflect their real value.
The agency said that under the double carbon cycle, the rapid development of new energy industry drives the incremental release of rare earth demand, and the supply and demand pattern is improving. The rare earth industry may enter a continuous supply shortage pattern, promote the stable upward price, drive the performance release of rare earth stocks and reshape the value. Under the continuous tension of supply and demand in the industry, the price of Rare Earth continues to rise steadily to drive the performance of rare earth companies, while carbon neutralization era new energy opens a broad growth space for rare earth. In line with China’s policies, building the rare earth industry into a trump card of China’s resources is conducive to the improvement of the valuation of rare earth stocks, and the rare earth industry is expected to usher in the double growth of performance + valuation.
the “14th five year plan” for copyright work was issued, taking the network field as the main position for copyright protection (attached shares)
On December 29, the State Copyright Administration issued the 14th five year plan for copyright work. The plan proposes to comprehensively strengthen copyright protection, strengthen copyright law enforcement and supervision, improve the mechanism for investigating and dealing with copyright infringement, implement strict copyright protection, effectively connect administrative law enforcement with criminal justice, strengthen in-process and post event supervision, highlight the investigation and handling of major cases and key industries, strengthen the punishment of infringement, and improve the guarantee of law enforcement and supervision, Effectively create and maintain a social environment that respects copyright.
The Chinese Academy of information and communications pointed out that network copyright refers to the general name of the personal and property rights enjoyed by the copyright owner in the network environment. It is the expansion of traditional copyright in the field of digital communication, covering all intellectual achievements existing or disseminated in digital form in the fields of literature, art and science under the network environment. Network copyright is an important resource element with legal, cultural and property attributes: on the one hand, the development and reform of new technologies have derived new forms of works and modes of communication, widened the industrial chain, and the use and distribution of copyright rights are more complex; On the other hand, network copyright naturally connects the field of culture and art, and the content supply quality of network works is related to the people’s sense of cultural acquisition; On the other hand, digital creation in the field of culture and art is an important part of the digital economy through registration, right confirmation, evaluation and pricing, that is, to complete the evolution from digital works to digital assets. Based on this, network copyright governance is of great significance in promoting the modernization of intellectual property governance system and governance capacity, which is related to the innovation incentive of digital transformation of cultural industry.
Huaxi Securities Co.Ltd(002926) recommended Beijing Jetsen Technology Co.Ltd(300182) . The company has a massive content copyright Library of more than 50000 hours, which is firmly the leader in the film and television copyright industry. With the accumulation of film library year by year, the business model is gradually upgraded, and the growth space is expected. In recent years, the company has opened a joint operation and cooperation mode with Huawei, Xiaomi, mobile Migu and other customers to cut into to C content operation business. At the same time, it has taken the lead in investing in joint multi video platforms to explore the distribution and distribution mode of film digital cinema, leading the reform of the film industry;
Everbright Securities Company Limited(601788) recommend reading group. Relying on Tencent resources, the company enjoys traffic inclination and channel distribution dividends; Copyright operation combines the leading position of online reading with the collaborative advantages of Tencent’s Pan cultural and entertainment industry chain, and the “troika” escorts the development of film and television IP, with strong reserves of high-quality content.
Guangzhou will accelerate the construction of hydrogenation stations. In 2025, the number of hydrogenation stations will exceed 50 (with shares)
Guangzhou Municipal Development and Reform Commission issued the “14th five year plan” for the innovation and development of intelligent and new energy vehicles in Guangzhou: moderately advanced infrastructure construction. Taking Guangzhou as an opportunity to build the first batch of pilot cities for the coordinated development of smart city infrastructure and smart vehicles in China, accelerate the overall planning of the infrastructure construction needs of smart and new energy vehicles, and strive to build an advanced and complete infrastructure system. Improve the layout of charging and switching infrastructure, and prepare and implement the 14th five year plan for charging infrastructure of electric vehicles in Guangzhou. Accelerate the construction of hydrogenation station, accelerate the formation of hydrogen energy production, supply and storage network, rely on Guangzhou Petrochemical and other enterprises to improve hydrogen production capacity and build a fuel cell hydrogen supply center. By 2025, there will be more than 50 hydrogen stations, and the sales price of vehicle hydrogen terminal will be less than 35 yuan / kg.
Chuancai Securities pointed out that since the popularization of the number of hydrogen refueling stations will promote the industrialization of hydrogen fuel cell vehicles, the state has focused on supporting the construction of hydrogen refueling stations in recent years. In June 2020, the general office of the Ministry of housing and urban rural development issued the national standard technical specification for hydrogen refueling station (Draft for comments on partially revised provisions), which plans to add relevant contents and technical standards for liquid hydrogen storage; In December of the same year, the white paper “China’s energy development in the new era” issued by the Information Office of the State Council clearly pointed out that in the future, accelerate the development of hydrogen energy industry chain technology and equipment such as green hydrogen production, storage, transportation and application, and promote the development of hydrogen fuel cell vehicle technology and industry chain. Now, many cities in China have begun to layout the hydrogen energy industry. In terms of hydrogen stations, 300 hydrogen stations are planned to be built in 2025, and the total number of hydrogen stations will reach 1500 by 2030.
In terms of A-share investment, Tianfeng Securities Co.Ltd(601162) believes that China has a high degree of localization of core components of hydrogen stations. If the construction can be large-scale, the cost can be effectively controlled. The hydrogenation station is mainly built in the area where logistics vehicles, buses and special vehicles can operate stably, so as to ensure the utilization rate of the hydrogenation station. At present, the utilization rate of hydrogenation stations in China is about 40%. After the market scale is improved in the future, the utilization rate is expected to reach 70%. After the rapid development of the hydrogenation station, it is good for the hydrogenation station component suppliers. It is recommended to pay attention to Fujian Snowman Co.Ltd(002639) , Shanxi Meijin Energy Co.Ltd(000723) , Weichai Power Co.Ltd(000338) , Houpu Clean Energy Co.Ltd(300471) .
the double festival is approaching, and the prefabricated dishes meet the explosive growth. The industry is expected to become the next trillion catering market (with shares)
According to the financial report of China Central Television, fast and delicious prefabricated dishes have been welcomed by consumers in recent years. Prefabricated dishes refer to the convenient dishes that can be eaten directly after simple cooking or heating. With the double festival approaching, prefabricated dishes have also ushered in explosive growth. According to the data of a takeout platform, compared with the same period last year, the order volume of prefabricated vegetables increased by more than 50%.
Shanxi Securities Co.Ltd(002500) pointed out that Chinese households are increasingly dependent on industrialized food production and socialized supply. Prefabricated dishes simplify the tedious steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. In 2021, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. In the next 3-5 years, China’s Prefabricated food industry is expected to become the next trillion catering market.
At present, local epidemics occur occasionally in China, and the frequency of family meals increases. Prefabricated vegetable bags have gradually become a necessity for isolated life at home. Chinese food industrialization and standardized production demand drive the expansion of b-end market of prefabricated dishes. Prefabricated dishes replace the processing of food materials and cooking of dishes in the back kitchen. The standardized production process can ensure the stable taste of dishes. While reducing costs, food enterprises can avoid cumbersome food material processing process, improve restaurant floor efficiency and improve the overall profitability. The increase of takeout penetration rate and the change of family structure promote the increase of C-end sales of prefabricated dishes. The explosive growth of takeout not only introduces a steady stream of passenger flow and orders into the catering industry, but also improves the convenience requirements. The decline of young people’s enthusiasm for studying cooking and the rise of women’s enrollment rate and employment rate have greatly reduced the time spent by households in the kitchen compared with the previous decade. Prefabricated dishes that can ensure the taste of dishes have become the first choice for family cooking. Suggestions: 1) specialized manufacturer of prefabricated vegetables: Suzhou Weizhixiang Food Co.Ltd(605089) ; 2) Involved in semi-finished food and beverage enterprises: Guangzhou Restaurant Group Company Limited(603043) , Tongqinglou Catering Co.Ltd(605108) ; 3) Enterprises with food manufacturing business: Fu Jian Anjoy Foods Co.Ltd(603345) , Zhongyin Babi Food Co.Ltd(605338) , Longda food.
