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 brokerage sector rose Caitong Securities Co.Ltd(601108) soared the limit Gf Securities Co.Ltd(000776) and so on
The brokerage sector rose on the 30th. As of press time, Caitong Securities Co.Ltd(601108) soared the limit, Soochow Securities Co.Ltd(601555) , Huatai Securities Co.Ltd(601688) , Caida Securities Co.Ltd(600906) , China Greatwall Securities Co.Ltd(002939) and so on.
According to the data, as of the closing on December 29, the turnover of the two cities has reached about 256 trillion yuan this year, exceeding the 255 trillion yuan in 2015, the highest year in history. Since this year, the turnover of Shanghai and Shenzhen stock markets has been significantly enlarged and more sustainable. According to statistics, the number of days with transactions exceeding trillion yuan in the year has exceeded 60% of the total trading days in the year. In contrast, in 2015, the second highest annual turnover in history, only 115 of the 244 trading days traded more than trillion yuan, accounting for less than half. This shows that trillion transactions have gradually become the new normal of the mainland stock market.
China International Capital Corporation Limited(601995) said that with the appreciation of the stock market itself and the expansion of the number of listed companies and share capital driven by IPO and refinancing in recent years, the free circulation market value of A-Shares has also increased year by year, exceeding 40 trillion yuan. Historically, the turnover rate corresponding to the free circulation market value of A-Shares has the characteristics of mean regression. The theoretical turnover calculated by the mean historical turnover rate of 2.57% has exceeded 1 trillion yuan. The agency expects that trillion transactions may be a new equilibrium level of daily turnover of a shares.
China Securities Co.Ltd(601066) it is suggested that investors focus on several types of stocks. First, boutique securities companies and related institutions with core competitiveness in wealth management. The continuous entry of residents’ wealth into the market is the largest business increment faced by the securities industry this year. Such institutions are expected to walk out of the differentiated development path and achieve greater performance flexibility through the development of fund consignment, fund management, domestic and foreign brokerage and other businesses. Second, under the policy guidance of cultivating aircraft carrier level securities companies, head securities companies are dominant in the long-term growth of business fields such as wealth management, derivatives trading, investment bank underwriting and recommendation, and are expected to continue to grow bigger and stronger through extended acquisition.
can’t stop the pursuit! Andon Health Co.Ltd(002432) after the risk prompt, the limit rose again and exceeded 630% in less than 2 months
On December 30, Andon Health Co.Ltd(002432) performance remained strong. As of press time, the stock rose again. On the news side, on December 29, Andon Health Co.Ltd(002432) issued a stock trading risk warning announcement. The company was concerned about the recent news spread on the company’s stock bar and other Internet platforms, as well as the problems raised in the interactive exchange. The company reiterated and reminded the following points: 1. The company and its subsidiaries did not develop and manufacture covid-19 testing products for pets; 2. The company did not receive orders totalling $240 million from a single customer.
At the same time, the announcement said that the company will strictly implement the relevant provisions on information disclosure of listed companies and timely fulfill the obligation of information disclosure. It also takes this opportunity to remind investors again that there are many rumors on the Internet platform. Investors are requested to take the information officially released by the company as the standard and do not calculate the company’s performance and future trend without basis.
On the 28th of the previous day, the company replied to the letter of concern of Shenzhen Stock Exchange, saying 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 test 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.
the military industry sector is active again Yunnan Xiyi Industrial Co.Ltd(002265) and other trading institutions suggest paying attention to the five investment directions
The military industry sector had an active intraday trend on the 30th. As of press time, Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , Beijing Zuojiang Technology Co.Ltd(300799) “20cm” limit, Chengdu Xuguang Electronics Co.Ltd(600353) , Yunnan Xiyi Industrial Co.Ltd(002265) , Grinm Advanced Materials Co.Ltd(600206) , Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) “10cm” limit.
For the military industry sector, Soochow Securities Co.Ltd(601555) points out that different from the first half of 2021, the current market has formed a high consensus on the high prosperity of the military industry during the 14th Five Year Plan period. Especially after August this year, with the disclosure of the 2021 interim report, the main engine manufacturers represented by Avic Shenyang Aircraft Company Limited(600760) , Aecc Aviation Power Co Ltd(600893) and Jiangxi Hongdu Aviation Industry Co.Ltd(600316) disclosed large contract liabilities, which confirmed the certainty of the rapid development of the industry in the 14th five year plan from the perspective of intuitive data. Combined with the contract liability structure of listed companies, we believe that listed companies in the military industry are expected to obtain large contract liabilities again during the 14th Five Year Plan period, and the industry is expected to maintain high growth during the 14th Five Year Plan period.
Soochow Securities Co.Ltd(601555) it is suggested to pay attention to five investment directions. 1) Military aircraft: air control is very important in modern war. Many models enter the batch production period, focusing on Avic Shenyang Aircraft Company Limited(600760) , Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Jiangxi Hongdu Aviation Industry Co.Ltd(600316) , Avicopter Plc(600038) , etc; 2) Aeroengine: Changpo thick snow high-quality track, pay attention to Aecc Aviation Power Co Ltd(600893) , Aecc Aero-Engine Control Co.Ltd(000738) etc; 3) Materials and forging and casting: a generation of materials and equipment. Forging and casting is the key link of equipment production. Pay attention to Fushun Special Steel Co.Ltd(600399) , Western Superconducting Technologies Co.Ltd(688122) , Gaona Aero Material Co.Ltd(300034) , Baoji Titanium Industry Co.Ltd(600456) , Weihai Guangwei Composites Co.Ltd(300699) , Sinofibers Technology Co.Ltd(300777) , Western Metal Materials Co.Ltd(002149) ; Triangle service, Guizhou Aviation Technical Development Co.Ltd(688239) , Wuxi Paike New Materials Technology Co.Ltd(605123) , Wuxi Hyatech Co.Ltd(688510) , Avic Heavy Machinery Co.Ltd(600765) , Chengdu Ald Aviation Manufacturing Corporation(300696) , Anhui Shenjian New Materials Co.Ltd(002361) etc; 4) Missiles: the combat readiness level has been continuously improved, and the demand for war training consumption and replenishment has increased. Pay attention to Jiangxi Hongdu Aviation Industry Co.Ltd(600316) , Chengdu M&S Electronics Technology Co.Ltd(688311) , North Navigation Control Technology Co.Ltd(600435) , Chengdu Rml Technology Co.Ltd(301050) , Wuhan Guide Infrared Co.Ltd(002414) , Zhejiang Dali Technology Co.Ltd(002214) , Hubei Feilihua Quartz Glass Co.Ltd(300395) ; 5) Informatization: informatization is a multiplier of combat power. All countries have made great efforts to pay attention to China Zhenhua (Group) Science & Technology Co.Ltd(000733) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Zhuzhou Hongda Electronics Corp.Ltd(300726) , Beijing Yuanliu Hongyuan Electronic Technology Co.Ltd(603267) , Fujian Torch Electron Technology Co.Ltd(603678) , Wuhan Guide Infrared Co.Ltd(002414) , Zhejiang Dali Technology Co.Ltd(002214) , Raytron Technology Co.Ltd(688002) , Chengdu M&S Electronics Technology Co.Ltd(688311) , Beijing Starneto Technology Co.Ltd(002829) , Tianjin 712 Communication & Broadcasting Co.Ltd(603712) .
the concept of online games rose strongly Kaiser (China) Culture Co.Ltd(002425) and other multi stock trading limits Sichuan Xun You Network Technology Co.Ltd(300467) and other big rises
The concept of online games rose strongly in the session on the 30th. As of press time, Sichuan Xun You Network Technology Co.Ltd(300467) rose by more than 12%. The stock once had a “20cm” daily limit, Zhewen Interactive Group Co.Ltd(600986) , Ciwen Media Co.Ltd(002343) , New Guomai Digital Culture Co.Ltd(600640) , Chengdu B-Ray Media Co.Ltd(600880) , Kaiser (China) Culture Co.Ltd(002425) , Dalian Zeus Entertainment Co.Ltd(002354) , Huawen Media Group(000793) and other daily limits.
In terms of news, the recently released report on China’s game industry in 2021 shows that the revenue of China’s game market in 2021 was 296.513 billion yuan, a year-on-year increase of 6.4%, of which the revenue of mobile games was 225.538 billion yuan, a year-on-year increase of 7.57%, accounting for 76.06% of the game market. Among them, the performance of Biyuan was excellent, and the actual sales revenue in 2021 was 28.425 billion yuan, an increase of 27.43% at the same time. In 2021, the number of game users in China reached 666 million, maintaining a stable growth, with a year-on-year increase of 0.22%. In 2021, the overseas revenue of China’s independently developed games reached US $18.013 billion, an increase of US $2.563 billion over 2020, with a year-on-year increase of 16.59%. The regions are mainly concentrated in the United States, Japan, South Korea and Europe, and the types of games are mainly SLG, MMO, shooting and elimination.
New era Securities believes that there are obvious opportunities for configuration in the game industry in 2022. First, 2022 may usher in the issuance of new numbers, and the launch of new products will be reflected. Second, there is still a broad market at sea, and many companies still have great prospects. Third, with the refinement of games, the long-life cycle operation of games is reflected in many game products, Fourth, the continuous exploration of VraR game equipment and content in the metauniverse may be further reflected in 2022.
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 plan points out that we will promote copyright protection in new business forms and new fields, take the network field as the main position of copyright protection, and constantly improve the network governance capacity of copyright pipe network. Strengthen the development and application of new technologies such as big data, artificial intelligence and blockchain, and improve the copyright protection in traditional culture, traditional knowledge and other fields.
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) .
