Today (December 31), A-Shares fluctuated narrowly, showing a pattern of strong Shanghai and weak Shenzhen. On the disk, in terms of industries, traditional Chinese medicine, wind power equipment, real estate services, agriculture, animal husbandry, feeding and fishing led the increase, while wine making, coal, motor, railway and highway and other industries made a slight correction. In terms of subject stocks, the concept of traditional Chinese medicine, lithium extraction from Salt Lake, chicken concept, vitamins and industrial marijuana led the rise, while the concept of EDR, diamond cultivation, blind box economy and so on made a slight correction.
many popular bull stocks are off! Andon Health Co.Ltd(002432) in the afternoon, the limit fell for two consecutive times after rising more than 7 times San Yang Ma (Chongqing) Logistics Co.Ltd(001317) 17 board
On the 31st, several popular bull stocks such as Andon Health Co.Ltd(002432) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) corrected the limit. Andon Health Co.Ltd(002432) opened sharply higher in early trading today, reaching an all-time high of 59 yuan. Then it fell down and fell to the limit in the afternoon. On the news side, the company issued a risk warning on the 30th, saying that from the technical indicators of the secondary market, as of December 30, the company's dynamic P / E ratio was 394.27; In terms of price to book ratio, the company's price to book ratio is 13.13. At present, the above data of the company are at a high level compared with the company's historical stock price and P / E ratio, which does not rule out the risk of falling in the company's future stock price and the above indicators.
In addition, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) opened low and walked low today, and quickly closed the limit in the session. Since its listing on November 30, the stock has been trading for several consecutive days, during which it has touched abnormal fluctuations in stock trading for many times. Subsequently, the trading of the stock was suspended since the opening of the market on December 22 and resumed trading again on December 29. 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%.
industry heavy support policies frequently underestimate the value of traditional Chinese medicine as a safe haven
On December 31, the traditional Chinese medicine sector opened significantly higher, leading the two cities. As of press time, Jinghua Pharmaceutical Group Co.Ltd(002349) , Beijing Tongrentang Co.Ltd(600085) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) and many other stocks have followed suit. In terms of news, on December 30, the State Food and Drug Administration and other eight departments jointly issued the national drug safety and promotion of high-quality development plan for the 14th five year plan, which proposed that at the end of the 14th five year plan, new steps were taken in the inheritance, innovation and development of traditional Chinese medicine, and a review evidence system combining traditional Chinese medicine theory, human experience and clinical trial was preliminarily established, Gradually explore and establish safety evaluation methods and standard system in line with the characteristics of traditional Chinese medicine, and the modern supervision system of traditional Chinese medicine will be more perfect.
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.
At the same time, with the aggravation of population aging, the number of patients with chronic diseases continues to expand, and the rigid demand for traditional Chinese medicine continues to grow. At the same time, residents' consumption structure has been upgraded, their disposable income has been improved, their awareness of health management affected by the epidemic has been greatly improved, and residents' demand for disease prevention and treatment has increased. Traditional Chinese medicine plays an important role in the fight against covid-19 epidemic. At the same time, the regulatory norms of traditional Chinese medicine industry are constantly strengthened, and there is a broad space for innovative development and consumption upgrading of traditional Chinese medicine.
the real estate sector rose in the afternoon Shenzhen Wongtee International Enterprise Co.Ltd(000056) once the limit China Merchants Property Operation & Service Co.Ltd(001914) and so on
The real estate sector rose in the afternoon of the 31st. As of press time, Shenzhen Wongtee International Enterprise Co.Ltd(000056) once rose by the limit, and then the stock price fell; The increase of China Merchants Property Operation & Service Co.Ltd(001914) , Gemdale Corporation(600383) , Shahe Industrial Co.Ltd(000014) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) was higher. Guosen Securities Co.Ltd(002736) believes that although the current situation of sales cooling, financing control and capital supervision is difficult to change in the short term, and the painful period of the industry will continue, the policy positive signal is obvious. After a certain period of transmission, the liquidity at both ends of supply and demand is expected to be marginally loose. Three main investment lines in the post crisis era deserve attention. Main line 1: industry reform after the painful period; Main line 2: more attention is paid to long-term business; Main line 3: revaluation of high-quality real estate enterprises (see our annual strategy report for details). At the current time point, large and medium-sized real estate enterprises with stable operation and healthy finance can not only seize the opportunity of the land market to repair the income statement, but also obtain the recognition of financial institutions to ensure financing, which have significant comparative advantages and will fully benefit from the current downward cycle of the industry.
Northeast Securities Co.Ltd(000686) pointed out that recently, the central government has frequently reported on the financing of real estate enterprises. Private housing enterprises such as Longhu, Longguang and Jinke also plan to issue ABS and other fixed income products, and the industry credit continues to improve. At this stage, the regulation of countercyclical policies is slightly insufficient. It is expected to see the introduction of stronger regulation policies in the future. The upward trend of the industry beta trend remains unchanged. The steady green housing enterprises will accelerate the concentration. It is recommended that the head Green Housing enterprises with advantages in investment and financing, A-Shares recommend China Vanke Co.Ltd(000002) , Poly Developments And Holdings Group Co.Ltd(600048) , Gemdale Corporation(600383) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Seazen Holdings Co.Ltd(601155) ; H shares recommend Longhu group, China Resources Land, China Overseas Development and Xuhui holding group.
in 2025, the installed proportion of renewable energy power generation will reach more than 50%. Wind power generation has broad medium and long-term development space (attached shares)
The SASAC website of the State Council released the guidance on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization on December 30. The first target node in the guidance is the end of the 14th five year plan. By 2025, the comprehensive energy consumption of 10000 yuan output value of central enterprises will be 15% lower than that in 2020, the carbon dioxide emission of 10000 yuan output value will be 18% lower than that in 2020, the installed proportion of renewable energy power generation will reach more than 50%, and the revenue proportion of strategic emerging industries will not be less than 30%. By 2030, the energy efficiency of enterprises in key industries of central enterprises will be close to the advanced level of world-class enterprises, major breakthroughs will be made in green and low-carbon technology, and the carbon dioxide emission of 10000 yuan output value will be more than 65% lower than that in 2005.
Boc International (China) Co.Ltd(601696) believes that the new demand potential of new energy power generation is abundant, and the supply determines the release rhythm: under the background of "carbon neutralization", photovoltaic and wind power, as the main varieties of clean energy power generation, have broad medium and long-term development space. Looking back on 2021, photovoltaic demand failed to be fully realized due to capacity shortage in some links of the manufacturing industry, and the main line of the game between the manufacturing industry and the demand side runs through the whole year; Due to the rapid decline in the price of wind turbines, the wind power industry quickly regained its prosperity expectation after the peak of rush loading demand in 2020.
In terms of photovoltaic, the game of supply and demand in the industrial chain is coming to an end, but there is still the possibility of phased supply shortage. After the short board of supply in some subsequent links is improved, the terminal demand is expected to be fully released. The asset light subdivision direction is preferred to meet the challenges of the production capacity cycle, and the localization of hjt equipment and battery industrialization are promoted rapidly. In terms of wind power, the falling price of wind turbines significantly stimulates potential demand. The inflection point of China's onshore wind power installation boom is ahead of schedule, and the demand for offshore wind power may be accelerated. The price competition of wind turbines is expected to ease, and the loose price of bulk raw materials is expected to thicken the profits of the midstream manufacturing industry. Longi Green Energy Technology Co.Ltd(601012) , Suzhou Maxwell Technologies Co.Ltd(300751) , Ja Solar Technology Co.Ltd(002459) , Trina Solar Co.Ltd(688599) , Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Hangzhou First Applied Material Co.Ltd(603806) , Zhejiang Chint Electrics Co.Ltd(601877) , Jiangsu Linyang Energy Co.Ltd(601222) , Jiangsu Eastern Shenghong Co.Ltd(000301) , Tongwei Co.Ltd(600438) , Riyue Heavy Industry Co.Ltd(603218) , Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , Titan Wind Energy (Suzhou) Co.Ltd(002531) are recommended. It is recommended to pay attention to Levima Advanced Materials Corporation(003022) , Jinko Power Technology Co.Ltd(601778) , Zhejiang Sunoren Solar Technology Co.Ltd(603105) , Jiangsu Pacific Quartz Co.Ltd(603688) , Shanghai Hiuv New Materials Co.Ltd(688680) , Yangling Metron New Material Co.Ltd(300861) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Ming Yang Smart Energy Group Limited(601615) , {603606.
the first seven national demonstration areas for comprehensive reform of traditional Chinese medicine are coming! Chinese medicine industry ushers in new opportunities
Xinhua News Agency reported on December 31 that seven provinces, including Shanghai, Zhejiang, Jiangxi, Shandong, Hunan, Guangdong and Sichuan, were among the first to be approved to build a national demonstration area for comprehensive reform of traditional Chinese medicine. The national demonstration area for comprehensive reform of traditional Chinese medicine takes provinces (autonomous regions and municipalities directly under the central government) as the main construction body, and encourages the first trial in the service mode, industrial development and quality supervision of traditional Chinese medicine.
Sinolink Securities Co.Ltd(600109) pointed out that with the promotion of favorable policies for many years, the traditional Chinese medicine industry has ushered in new opportunities. In recent years, the state has successively issued relevant policies for the development of traditional Chinese medicine industry, incorporated traditional Chinese medicine into the national development plan, laid a solid foundation for the traditional Chinese medicine market, and further promoted the optimization of the traditional Chinese medicine market in terms of talent training, innovation and R & D, safety supervision and so on. Relevant policies have continuously promoted the coordinated development of Chinese and Western medicine, creating a better growth environment for the traditional Chinese medicine industry.
In addition, Sinolink Securities Co.Ltd(600109) believes that the inclusion of Chinese patent medicine and other products in the scope of centralized procurement is expected to promote the admission of traditional Chinese medicine into the hospital and broaden the large-scale channels. The aggravation of the aging process and the increase of the incidence of chronic diseases continue to promote the market expansion. The epidemic situation and policy support improve the consumer recognition of traditional Chinese medicine and gradually show its consumption attribute. With the aggravation of population aging, the number of patients with chronic diseases continues to expand, and the rigid demand for traditional Chinese medicine continues to grow. OTC of brand traditional Chinese medicine is expected to usher in development opportunities. Key companies: 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) , etc.
5g news network successfully completed the innovation pilot, and relevant companies or concerns
According to China Mobile 5g news, Shanghai Mobile, together with China Mobile Internet, China Mobile Research Institute, China Mobile Information Technology Center, China mobile terminal company and Zte Corporation(000063) successfully completed the pilot of 5g message private network in 5g message innovation center. By adding private network attribute tags to users and applications and carrying out closed-loop management in the message system, the logical private network effect of diversion and isolation is realized.
5g message is built based on GSMA RCS up 2.4 standard. With SMS as the entrance and mobile phone number as the user ID, it realizes the interaction, multimedia and lightweight of industry messages by introducing MAAP technology, which not only supports the interaction of multimedia messages between individual users, It also enables industry customers and individual users to provide rich media based information digital interactive services through the operator network.
Open source Securities pointed out that with the large-scale deployment of "5g messages", 5g traffic at TOC end is expected to be driven. In addition, with the transformation of enterprise SMS traffic at B end, the target market of 5g messages will first catch up with and gradually expand the scale of enterprise SMS market. With the gradual popularization of 5g messages, it will further promote the accelerated development of 5g applications. Enterprises with priority layout are expected to seize the opportunity, improve the market share of 5g messages, and increase the company's performance. In 2021, we will focus on 5g applications, and 5g messages, as one of the typical scenarios of 5g applications, will be promoted first.
Minsheng Securities believes that the Nationwide Trial commercial use of 5g news marks a key step in the commercialization of 5g news, which is expected to accelerate the development of the whole ecology in the future, and the subdivided fields such as platform services and industrial applications are expected to benefit for a long time. It is recommended to focus on Montnets Cloud Technology Group Co.Ltd(002123) manufacturers with leading advantages in the 5g message field, and Beijing Jiaxun Feihong Electrical Co.Ltd(300213) , Fujian Star-Net Communication Co.Ltd(002396) , Hangzhou Cncr-It Co.Ltd(300250) .
