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covid-19 drug and covid-19 detection concept erupted again \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\7 6 sector
The concept of the subject of the 19-19, the concept of the concept of the subject of the subject of the 19-19, the concept of the concept of the concept, the concept of the concept of the subject, the concept of the concept of the 19-19, the 11th day of the 11th of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the day of the concept of the concept of the 19-19, and once again, as of the press, the 30106 Shanghai Labway Clinical Laboratory Co.Ltd(301060) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\comeforward. It is worth noting that Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) are two connecting sectors.
In addition, covid-19 drug concept continued to be strong. As of press time, Changjiangrunfa Health Industry Co.Ltd(002435) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) , China Meheco Group Co.Ltd(600056) , Pku Healthcare Corp.Ltd(000788) , etc. rose by the limit. It is worth noting that China Meheco Group Co.Ltd(600056) has gained 6 daily limit in the last eight trading days, with a cumulative increase of 88.6%.
On the news, China Meheco Group Co.Ltd(600056) 9 day announcement, the company signed an agreement with Pfizer Inc, will be in the agreement period (2022) responsible for Pfizer Inc COVID-19 virus treatment PAXLOVID (hereinafter referred to as “products”) in the Chinese mainland market business operation. The company also said that the final use and sales of products are greatly uncertain due to factors such as epidemic prevention and control, and it is expected that the relevant business scale accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent operating performance.
Recently, Wuxi Market Supervision Bureau held a symposium on the development of family independent nucleic acid / antigen detection products to fully understand the production and R & D of family independent nucleic acid / antigen detection reagents in the city, make every effort to solve the difficulties and problems encountered by enterprises in product registration and declaration, and promote the rapid listing of family independent nucleic acid / antigen detection products in Wuxi, Wuxi Market Supervision Bureau quickly organized the thorough investigation of the city’s in vitro diagnostic reagent manufacturers, screened and convened 7 enterprises engaged in the registration, application or R & D of such reagents to hold a symposium.
Representatives of participating enterprises said that through this symposium, the policy orientation was further clarified and many puzzles and problems encountered in product development were solved. In the next step, Wuxi Market Supervision Bureau will continue to pay attention to the development progress of family independent nucleic acid / antigen detection products, actively strive for the top, fully guide and serve enterprises, and promote the listing of family independent nucleic acid / antigen detection products in Wuxi as soon as possible.
Zhongtai Securities Co.Ltd(600918) pointed out that covid-19 antigen home self-test is applicable to a wide range of general screening self-test and is an effective supplement to nucleic acid detection. Since the outbreak of covid-19 virus in 2020, the global epidemic prevention and control has remained tense, and there is still a trend of repeated rise. Recently, many countries in Europe, America and East Asia have announced different degrees of epidemic liberalization policies, and residents’ general screening demand has gradually ushered in an outbreak. Covid-19 antigen self-test kit can be quickly completed within residents’ families without the guidance of professional doctors. The results can be obtained in 15-20 minutes. It can effectively reduce the risk of exposure and reduce the resource occupation of hospitals and third-party laboratories. It is usually used for a wide range of general self-examination of residents. However, due to the lack of methodology, the sensitivity and accuracy of covid-19 antigen self-test are lower than those of nucleic acid detection, and the test results need to be reported by individuals. Therefore, this product is an effective supplement to nucleic acid detection. The rules for the use of antigen self-test in the United States, the European Union, Australia and other places clearly point out that nucleic acid detection methods can be supplemented but cannot be replaced.
pork stocks rose against the trend pig prices remained low when will the next cycle start
On Friday morning, pork stocks rose against the trend. As of press time, Shenzhen Kingsino Technology Co.Ltd(002548) limit, Hunan New Wellful Co.Ltd(600975) , Shandong Delisi Food Co.Ltd(002330) , Tecon Biology Co.Ltd(002100) , Tangrenshen Group Co.Ltd(002567) , etc. rose one after another.
According to the monitoring of the national development and Reform Commission, during the week from February 28 to March 4, the national average specific price of pig grain was 4.89 ∶ 1, which was in the level-1 early warning range of excessive decline determined by the plan for improving the regulation mechanism of government pork reserves and ensuring supply and price stability in the pork market for two consecutive weeks. The national development and Reform Commission and relevant departments started the collection and storage of the second batch of central frozen pork reserves during the year, and guided all localities to actively collect and store.
In the next step, the national development and Reform Commission will continue to work with relevant departments to regulate reserves, further strengthen the collection and storage when necessary, promote the return of pig prices to a reasonable range, and promote the smooth operation of the pig market. It is suggested that farms (households) reasonably arrange production and operation decisions to maintain the overall stability of pig production capacity and the normal rhythm of slaughter and supplement.
Recently, Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) and other pig enterprises released sales briefings in February. Among them, the sales data of most enterprises showed a downward trend month on month and year-on-year Wens Foodstuff Group Co.Ltd(300498) in the institutional research, it is preliminarily expected that the pig price will remain at a low position in the first half of 2022, and the deregulation of industrial capacity will accelerate. It is optimistically estimated that after the third quarter of 2022, pig prices may enter the upward channel of the next cycle; It is pessimistic to estimate that 2022 is still at the social average breakeven line, and it may take 2023 to enter the upward channel of the next cycle. However, it should be noted that when there are consistent expectations in the industry, the actual situation may deviate from the expectations. When to enter the next cycle cannot be accurately judged.
The Pacific Securities Co.Ltd(601099) Securities said that the low pig price superimposed on the rising cost, the pig industry continued to suffer substantial losses, the power to eliminate production capacity was sufficient, the reversal logic of pig price was strong during the year, and the “optimistic” rating of breeding was maintained. Combined with the valuation, continue to focus on the recommendation of pig breeding and yellow chicken breeding.
Dongxing Securities Corporation Limited(601198) believes that the recent oversupply situation has not been reversed, and the short-term pig price is expected to fluctuate at the bottom, and there is still room for a slight downward exploration.
Superimposed with the sharp rise in feed prices caused by the current large Shenzhen Agricultural Products Group Co.Ltd(000061) comprehensive price rise, the breeding cost remains high, and the continuous loss will further promote the industry to take the initiative to reduce production capacity, which will further strengthen the expectation of starting the next round of rise in 2022.
456\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ Changchun High And New Technology Industries (Group) Inc(000661) etc. rising
The concept of assisted reproduction rose again in the session on the 11th. As of press time, Changjiangrunfa Health Industry Co.Ltd(002435) rose by the limit, Berry Genomics Co.Ltd(000710) , Changchun High And New Technology Industries (Group) Inc(000661) , Tianjin Tianyao Pharmaceutical Co.Ltd(600488) , Aurisco Pharmaceutical Co.Ltd(605116) , etc. It is worth noting that Changjiangrunfa Health Industry Co.Ltd(002435) has been trading for six consecutive trading days recently.
Changchun High And New Technology Industries (Group) Inc(000661) recently said on the interactive platform that in the field of assisted reproduction, the company currently has follicle stimulating hormone on sale, and continues to promote the research and development cooperation progress of long-acting follicle stimulating hormone and other products. In the first three quarters of 2021, the sales revenue of follicle stimulating hormone in the field of assisted reproduction was nearly 280 million yuan.
As for the whole sector, in terms of news, recently, the three departments of Beijing Medical Insurance Bureau, Beijing Municipal Health Commission and Beijing Municipal Bureau of human resources and Social Security jointly issued the notice on standardizing the adjustment of some medical service price items, standardized the adjustment of 63 medical service price items, and included 16 auxiliary reproductive items common in outpatient treatment into the category a reimbursement scope of medical insurance, The scope of application includes public and non-public designated medical insurance institutions, which will be officially implemented on March 26. Recently, Hunan and Sichuan provincial health committees have made it clear on the official platform that they will gradually explore the inclusion of common assisted reproductive technology projects with mature technology, safety and reliability and controllable cost into the scope of medical insurance reimbursement.
China Galaxy Securities Co.Ltd(601881) Securities pointed out that in 2018, about 568000 patients in China received assisted reproductive services, accounting for only 1.2% of 47.8 million infertile couples in the same year. At present, China has the same infertility rate as developed countries, but there is still a big gap in the proportion of people receiving assisted reproductive services. Statistics show that the penetration rate of assisted reproduction in China in 2018 was only 7.0%, much lower than 30.2% in the United States in the same period. In the future, with the deepening of people’s understanding of assisted reproductive technology, the increase of per capita disposable income and the liberalization of policies to encourage fertility, the penetration rate of assisted reproductive technology in China is expected to continue to increase.
The agency believes that the penetration rate of assisted reproduction in China is expected to increase in the future with the introduction of the three child policy and other fertility related policies, the rise of infertility rate and the increase of China’s per capita disposable income. It is suggested to pay attention to Jinxin reproductive, a high-quality private assisted reproductive institution with technical barriers and license barriers, its acquisition progress and the performance flexibility of the gradual recovery of American business. In addition, we can pay attention to Beikang medical, a leading PGT clinical solution provider in China.
agricultural sector rises Jinjian Cereals Industry Co.Ltd(600127) , Shenzhen Kingsino Technology Co.Ltd(002548) daily limit Hainan Shennong Technology Co.Ltd(300189) etc. rose sharply
The agricultural sector rose in intraday trading on the 11th. As of press time, Jinjian Cereals Industry Co.Ltd(600127) , Shenzhen Kingsino Technology Co.Ltd(002548) , Hainan Shennong Technology Co.Ltd(300189) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) , Gansu Yasheng Industrial (Group) Co.Ltd(600108) , etc.
In terms of news, recently, the Ministry of agriculture and rural areas issued the implementation opinions of the Ministry of agriculture and rural areas on implementing the key work deployment of the CPC Central Committee and the State Council to comprehensively promote rural revitalization in 2022. The opinions pointed out that rural revitalization should focus on “four stabilities and four suggestions” in 2022, including stabilizing the area of grain production, increasing production capacity, stabilizing the foundation of industrial development and improving benefits, The steady pace of rural construction has improved the quality, and the steady momentum of farmers’ income has improved the stamina. The opinions emphasize that we should make every effort to do a good job in grain and agricultural production and ensure the important Shenzhen Agricultural Products Group Co.Ltd(000061) effective supply of grain. We should stabilize grain production by strengthening the implementation of responsibilities, increasing policy support, strengthening guidance services and paying close attention to disaster prevention and reduction. We should actively restore the soybean area in Northeast China by vigorously promoting soybean corn strip composite planting Make every effort to tackle the difficulties in oil production and expand the planting of soybeans and oil; The opinions emphasize the need to improve the level of agricultural facilities and equipment, consolidate the material foundation of agricultural modernization, strictly abide by the red line of 1.8 billion mu of cultivated land and strictly implement the priority of cultivated land utilization, strengthen the construction of high standard farmland by strengthening the transformation of medium and low yield fields, promoting the development and utilization of saline alkali land, and strengthening the protection of black land in the northeast We will strengthen the treatment of degraded and polluted cultivated land and carry out soil survey, strive to improve the fertility of cultivated land, and deeply implement the revitalization of the seed industry by accelerating the protection of germplasm resources, accelerating breeding innovation, and strengthening the supervision of the seed industry market.
Huaxi Securities Co.Ltd(002926) said that the Rural Revitalization work focused on grain production and the revitalization of seed industry, which improved the prosperity of seed industry, and the listed companies related to seed industry have ushered in an important policy window. In terms of target selection, Beijing Dabeinong Technology Group Co.Ltd(002385) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) and Shandong Denghai Seeds Co.Ltd(002041) , which have obvious first mover advantage, are recommended.
In terms of pig breeding, according to pig Yitong data, the average price of pigs nationwide last week was 12.50 yuan / kg, an increase of 0.53% on a weekly basis. The national development and Reform Commission recently announced that according to monitoring, the national average pig grain price was 4.98:1 from February 21 to February 25, entering the level-1 early warning range of excessive decline determined by the “plan for improving the regulation mechanism of government pork reserves and ensuring supply and price stability in the pork market”. The national development and Reform Commission, together with relevant departments, will immediately start the collection and storage of the central frozen pork reserve and guide all localities to actively collect and store. According to preliminary statistics, at present, Beijing, Jiangxi, Hubei, Chongqing, Yunnan, Shaanxi, Ningxia and other places have started collection and storage, and other places will also start in the near future.
Huaxi Securities Co.Ltd(002926) said that the storage period is in the off-season of pork consumption. The price of live pigs is high, and the storage is only tens of thousands of tons, which is slightly lower than the monthly output of pork. It is expected to boost the price of pigs in the short term, but the impact on the market is expected to be relatively limited. In addition, Ukraine is the world’s major exporter of corn and wheat. The Russia Ukraine incident is expected to exacerbate the turmoil in the global grain market, affect China’s corn imports, or exacerbate the tight supply and demand pattern. As a raw material, the rising price of corn will promote the rise of feed price, the cost of pig breeding is still under pressure, and the trend of pig production capacity removal caused by breeding losses remains unchanged. From the current time node, the average market value of some high-quality pig breeding stocks has fallen to a historically low level, and the configuration window has been gradually opened. The choice of specific targets to choose from among among the specific targets is to be recommended in turn for the selection of specific targets, with the following to be recommended in turn: the0 Shenzhen Guohua Network Security Technology Co.Ltd(000004) 8\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Shenzhen Kingsino Technology Co.Ltd(002548) , etc. are expected to benefit fully.
lithium carbonate price rises steadily lithium industry prosperity or exceeding expectations (with shares)
According to the data of business agency, the price of industrial grade and battery grade lithium carbonate maintained a steady upward trend this week.
On March 10, the average price of industrial grade lithium carbonate in East China was 469000 yuan / ton, up 2.72% from the beginning of the week. On March 10, the average price of battery grade lithium carbonate in East China was 491000 yuan / ton, up 2.72% from the beginning of the week. As of March 10, the comprehensive quotation of industrial grade lithium carbonate market is about 430000 ~ 520000 yuan / ton, and the comprehensive quotation of battery grade lithium carbonate market is about 470000 ~ 530000 yuan / ton.
After March, the lithium salt plant basically resumed normal production, and the market supply increased. However, some lithium salt plants are still in the state of long orders, and the spot supply is still tight. The demand for iron lithium and ternary power end is still increasing, but in the face of lithium salt products with high prices, the capital turnover of downstream manufacturers has encountered great challenges. The procurement status is under pressure, the production scheduling plan is reduced, and the demand is reduced, so the tension of lithium carbonate spot is alleviated. The business agency believes that the current lithium carbonate supply gap still exists, and the goods preparation of downstream enterprises is basically completed in March. Therefore, the demand for lithium carbonate has been reduced, but the spot is still in a relatively tight state, and the short-term lithium carbonate price growth is expected to ease.
In terms of A-share investment, Northeast Securities Co.Ltd(000686) pointed out that the prosperity of lithium industry may exceed expectations. In terms of supply, there are few deterministic supply increments, many overseas lithium resource projects under construction are in early stages, and the government is cautious about the development of lithium resources, so the supply situation may be more tense in the future. In terms of demand, new energy vehicles have entered a stage of rapid development, energy storage lithium batteries will usher in an explosion period, and electric vehicles + energy storage will contribute to the core increment in the future. In conclusion, the contradiction between supply and demand in the lithium industry may exist for a long time, and we are optimistic about the long-term high prosperity of “white oil” lithium resources. The target allocation value with strong performance release certainty and significant marginal improvement is highlighted.
Huawei’s whole house intelligent strategy will face a major upgrade intelligent controller is expected to fully benefit as an important tool (with shares)
It is reported that Huawei announced that the spring conference of 2022 Huawei’s whole house intelligent and full scene new products will be held at 19:00 on March 16. This will be Huawei’s first heavyweight press conference after MWC 2022, which is expected to upgrade the strategy and solutions of the whole house intelligence again, so as to better realize the integration of platform, ecology, chip, operating system, underlying communication and other fields.
With the rapid popularization of 5g network, smart home applications based on Internet of things and cloud computing have a broad development scenario. IDC report shows that the global smart home market value is expected to exceed US $400 billion in 2025 China International Capital Corporation Limited(601995) believes that there will be an inflection point in the field of smart home with the fastest landing of aiot, from smart single product to whole house smart. Many aiot system platforms, including Xiaomi and Huawei, will reflect more value.
Dongguan Securities believes that intelligent controller is the control unit in electronic products, equipment, devices and systems. Generally, microcontroller (MCU) chip or digital signal processor (DSP) chip is used as the core component to realize specific sensing, calculation and control functions through built-in corresponding computer software programs, Play the role of “nerve center” and “brain” in terminal products. With the downstream industry gradually entering the intelligent era and the continuous upgrading of terminal products, it will be more intelligent, integrated and humanized in the future, creating a good opportunity for the development of intelligent controller industry.
Smart home provides personalized services for customers through data collection and analysis. With the gradual improvement of various infrastructure and the continuous upgrading of residents’ consumption structure, its application scenarios are constantly expanding, and it is undergoing the transformation from intelligent single product stage to intelligent interconnection stage. Compared with overseas developed countries, China’s smart home has a low penetration rate and has a large potential growth space. As an important tool for home intellectualization, intelligent controller is expected to fully benefit from the development trend of home intellectualization. In the era of Internet of things, the number of terminal connections has increased rapidly, and the upgrading and iteration speed of terminal products has accelerated, which has promoted the unit price and added value of intelligent controller products, and the industry has ushered in the opportunity of both volume and price. It is suggested to pay attention to Shenzhen Topband Co.Ltd(002139) , Shenzhen H&T Intelligent Control Co.Ltd(002402) and Genbyte Technology Inc(003028) and other enterprises that actively layout automotive electronics in China.
