Silicon chip giants have continuously reduced prices, and photovoltaic costs have decreased significantly.
traditional Chinese medicine institutions will be included in the designated
Chinese medicine recently ushered in a policy east wind, and the Chinese medicine plate set off a rising tide in the morning.
On December 30, the State Medical Security Bureau and the State Administration of traditional Chinese Medicine issued the guidance on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine , which proposed to include qualified traditional Chinese medicine institutions into the designated medical insurance , We will bring into the scope of payment of medical insurance the prepared pieces of traditional Chinese medicine that comply with the measures for the administration of prescriptions and the norms for the administration of prepared pieces of traditional Chinese medicine in hospitals but exceed the common dose specified in the Pharmacopoeia of the people’s Republic of China, and promote the reform of payment mode of medical insurance of traditional Chinese medicine.
Recently, the State Administration of traditional Chinese medicine also approved for the first time the construction of national demonstration zones for comprehensive reform of traditional Chinese medicine in seven provinces, including Shanghai, Zhejiang, Jiangxi, Shandong, Hunan, Guangdong and Sichuan. 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 of traditional Chinese medicine, industrial development and quality supervision.
Thanks to the two positive blessings, TCM concept stocks rose collectively in the morning, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) 20% limit, Beijing Tongrentang Co.Ltd(600085) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Qianjin pharmaceutical and more than a dozen other stocks, Yunnan Baiyao Group Co.Ltd(000538) rose 6.06%, and tianlux and Dong-E-E-Jiao Co.Ltd(000423) rose more than 5%. Yunnan Baiyao Group Co.Ltd(000538) in the morning, the net inflow of main funds was 325 million yuan, and the net inflow of Beijing Tongrentang Co.Ltd(600085) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) exceeded 100 million yuan.
the photovoltaic sector rose across the board, Tianjin Zhonghuan Semiconductor Co.Ltd(002129) cut the price for the second time this month
On the last trading day of 2021, the new energy sector became popular across the board, and all segments of photovoltaic rose. Photovoltaic roofs, photovoltaic inverters and photovoltaic glass rose one after another, Shouhang High-Tech Energy Co.Ltd(002665) , Flat Glass Group Co.Ltd(601865) limit, Crown Advanced Material Co.Ltd(688560) , Tongwei Co.Ltd(600438) , Kbc Corporation Ltd(688598) rose by more than 6%, and Longi Green Energy Technology Co.Ltd(601012) rose by 5.71%.
Yesterday, the photovoltaic silicon chip leader Tianjin Zhonghuan Semiconductor Co.Ltd(002129) reduced the price of photovoltaic silicon chip again. Compared with the previous quotation on December 2, G1 silicon chip decreased by 0.05 yuan / piece, and the quotation was 5 yuan / piece, a decrease of 0.97%; M6 silicon wafer decreased by 0.05 yuan / piece, and the quotation was 4.9 yuan / piece, a decrease of 1%; M10 silicon wafer (160) μ m) Decreased by 0.39 yuan / piece, and the quotation was 5.7 yuan / piece, with a decrease of 6.4%; G12 silicon wafer (160) μ m) The price decreased by 0.65 yuan / piece, and the quotation was 7.7 yuan / piece, a decrease of 7.8%.
So far, the two giants of photovoltaic silicon plate have reduced prices twice in the past month, and the “price war” of photovoltaic silicon continues to heat up. The price reduction of silicon material, the raw material of silicon wafer, also continued. The data of silicon industry branch on December 29 showed that the price range of China’s single crystal re feeding this week was 223000-238000 yuan / ton, and the average transaction price fell to 232500 yuan / ton, with a decrease of 2.56% on a weekly basis; The price range of single crystal compact was 221000-236000 yuan / ton, and the average transaction price fell to 230600 yuan / ton, with a decrease of 2.37% on a weekly basis.
People in the industry remain optimistic about the next trend of silicon material price. According to the silicon industry branch, the market price of silicon materials has a narrowing trend this week, and the purchase volume of silicon materials by silicon wafer enterprises has gradually increased. The silicon branch predicts that the total supply of polysilicon in China in 2021 will be about 606000 tons, which basically matches the expected output of about 210gw of silicon wafers in the whole year. Therefore, the overall supply and demand of the whole year does not support the sharp decline of silicon material price. The periodic fluctuation is mainly caused by the intermittent adjustment of operating rate in the downstream.
photovoltaic concept share capital retreated slightly in January
Since December, affected by the decline of silicon wafer and silicon material prices, the photovoltaic sector has retreated slightly. According to the statistics of securities times and databao, 17 photovoltaic concept stocks retreated by more than 15% in December, Wuxi Shangji Automation Co.Ltd(603185) , Arctech Solar Holding Co.Ltd(688408) , Kehua Data Co.Ltd(002335) retreated the most, down 32.9%, 31.99% and 27.5% respectively.
Although the prices of photovoltaic silicon wafers of various manufacturers fell to varying degrees in December, based on the high growth of the third quarterly report, most institutions believe that photovoltaic enterprises will maintain a good growth trend throughout the year. According to the prediction of more than 5 institutions, the annual net profit of 9 photovoltaic concept stocks is expected to increase by more than 100%. The predicted increases of Shandong Jinjing Science And Technology Stock Co.Ltd(600586) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Csg Holding Co.Ltd(000012) are the top, with 413.15%, 220.86% and 193.84% respectively, of which Shandong Jinjing Science And Technology Stock Co.Ltd(600586) , Csg Holding Co.Ltd(000012) are photovoltaic glass concept stocks.
Soochow Securities Co.Ltd(601555) according to the research report, the inflection point of the price game of the photovoltaic industry chain has been found, the production scheduling has been repaired in the middle and late December, 160000 tons of silicon material production capacity has been released in the first quarter of 2022, and the reduction of the price of the industry chain will greatly stimulate the demand. The overseas photovoltaic bidding price in 2021 is generally 15-86% lower than the local commercial electricity price, with strong cost competitiveness, and overseas continues to grow at a high speed.
(data treasure)
