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electronic identity concept rises strongly Hangzhou Everfine Photo-E-Info Co.Ltd(300306) and other daily limits electronic licenses are expected to enter the rapid construction period
The concept of electronic identity as the concept of electronic identity is a strong pull up on the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the concept of electronic identity. The concept of electronic identity as the concept of the concept of electronic identity has a strong pull up on the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day. The concept of electronic identity as the concept of electronic identity, the concept of electronic identity, the concept of electronic identity, the concept of electronic identity has a strong pull pull up on the 14 day of the 14th. As of the release, 3 Guangdong Tengen Industrial Group Co.Ltd(003003) 06306306306306306306306306306 \ , Client Service International Inc(300663) etc. all strengthened.
Recently, the general office of the State Council issued the opinions on accelerating the expansion of the application field of electronic licenses and national mutual recognition. The opinions put forward that by the end of 2022, the electronic license sharing service system of the national integrated government service platform will be basically established, the electronic license making and issuing mechanism will be established and improved, and the commonly used licenses of enterprises and the masses will be basically electronic, The issuance and application of physical licenses shall be synchronized, and the standards shall be unified and mutually recognized throughout the country; Electronic licenses have been widely used in the field of government services, positive progress has been made in socialized application, and remarkable results have been achieved in "reducing licenses for the convenience of the people". By 2025, the application system and rules of e-licenses will be more sound, and the application fields will be more extensive. Remarkable achievements will be made in supporting the standardization, standardization and facilitation of government services, so as to further facilitate the work of enterprises and the masses.
Everbright Securities Company Limited(601788) pointed out that the offline application of digital identity can be divided into three levels: the first level is the function of ID card, which is used to replace ID card, passport and residence permit in government affairs, hotels, airports and other places; The second level is the comprehensive replacement of various legal documents based on ID cards, including student cards, old-age cards, social security cards, etc; The third level, broad identity authentication and record, involves all access and authority related occasions, such as exhibition, home stay, public rental, etc. It is conservatively estimated that only in the fields of medical treatment, finance, hotel and home stay, the realization of the first level application can bring the magnitude space of more than 13 million devices: 1) at the end of medical institutions, there are 1.02 million medical and health institutions in China, including 35000 hospitals. Assuming an average of 3 devices per medical institution (in fact, the magnitude of hospital demand is larger), the total demand is more than 3 million; 2) On the financial institution side, there are 220000 bank outlets, 10000 securities business departments and 6.4 million insurance salespeople across the country. Assuming that the average number of equipment for each bank outlet / securities business department / insurance salesperson is 10 / 5 / 1 respectively, the total demand is more than 8.5 million units; 3) There are 280000 hotels and 500000 home stay hotels in China. Assuming that each hotel has 2 home stay equipment, the total demand exceeds 1.5 million. The above is only the first stage of ID card level calculation. The space of level II and level III generalized authentication applications is at least one order of magnitude larger than that of level I applications.
The agency said that according to the industrial supply chain division of electronic ID card, it is recommended to pay attention to three investment clues: 1) system platform and construction, and it is recommended to pay attention to Newland Digital Technology Co.Ltd(000997) (jointly carry out the application of ID card online function voucher based on QR code with ZHONGDUN Anxin, which has entered the shortlist of trusted digital identity ecological industry), Xiamen Meiya Pico Information Co.Ltd(300188) . 2) Reading devices and chips, it is recommended to pay attention to Newland Digital Technology Co.Ltd(000997) , Shenzhen Minde Electronics Technology Ltd(300656) . 3) For encryption and signature services, it is recommended to pay attention to Jilin University Zhengyuan Information Technologies Co.Ltd(003029) (deeply cultivate the identity authentication and password industry and have entered the shortlist of trusted digital identity ecological industry), Beijing Certificate Authority Co.Ltd(300579) .
China antigen detection landing covid-19 detection concept collective outbreak Nanjing Vazyme Biotech Co.Ltd(688105) etc. rose sharply
The concept of covid-19 eruptagain on the 14th day of the 14th day after the launch of the landing message from China'antigen detection, boosted by the news of the landing of the Chinese antigen, and the concept of covid-19, the Nanjing Vazyme Biotech Co.Ltd(688105) \ \waitfor the daily limit.
On the news side, on March 12, the State Food and Drug Administration issued a notice approving the change of covid-19 antigen product self-test application of Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) , Beijing jinwofu, Shenzhen Huada Yinyuan, Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing huaketai biology. Since then, five covid-19 antigen self-test products have been officially launched.
On March 13, Bgi Genomics Co.Ltd(300676) , Nanjing Vazyme Biotech Co.Ltd(688105) , Guangzhou Wondfo Biotech Co.Ltd(300482) and other companies successively announced that their covid-19 antigen detection products have completed the changes in the expected use of medical device product registration, sample types and instructions Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) said that the company's covid-19 antigen detection reagent had submitted an application for registration to the State Drug Administration.
Bgi Genomics Co.Ltd(300676) announcement: the change of registration certificate of medical devices for covid-19 antigen detection products of Huada Yinyuan mainly refers to the change of intended use, instructions, storage conditions and product validity period of the products according to relevant national regulations such as covid-19 virus antigen detection application scheme (Trial). The company said that antigen detection is directly aimed at the specific protein (i.e. antigen) in the virus, which can quickly detect positive cases in the acute infection period. It can be used as a supplementary detection method for screening specific populations, which is conducive to improving the ability of "early detection", and plays an important role in optimizing covid-19 virus detection strategy and overall epidemic prevention and control. The above certified products need to be adapted to the dry fluorescence immunoanalyzer. The test results have high stability and specificity, and have the advantages of automatic interpretation of test results and information management of test samples.
Nanjing Vazyme Biotech Co.Ltd(688105) pointed out that the wholly-owned subsidiary Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) Medical Technology Co., Ltd. (hereinafter referred to as " Nanjing Vazyme Biotech Co.Ltd(688105) medical") obtained the medical device registration change document (in vitro diagnostic reagent) approved by the State Drug Administration on March 12, 2022.
The New Coronavirus antigen detection kit produced by Nanjing Vazyme Biotech Co.Ltd(688105) has completed the intended use of medical device product registration, increased the sample type and the changes in the content of the instructions. The company said that the above changes further responded to the national covid-19 epidemic prevention and detection policy and helped to further enhance the company's competitiveness in relevant fields. The actual sales situation of the above New Coronavirus antigen detection products is affected by many factors such as COVID-19 epidemic situation, prevention and control policy and testing demand. The company can not predict the specific impact of the product's sales on future performance.
Guangzhou Wondfo Biotech Co.Ltd(300482) said that it had recently received a document on registration change of medical devices issued by the State Drug Administration. After the change, the product was used for the qualitative detection of New Coronavirus N antigen in the throat swabs, nasopharyngeal swabs and nasal swabs in vitro, and the sample of nasal swabs was increased. The company said that the actual sales of the above products are affected by covid-19 epidemic changes, prevention and control policies, testing needs, changes in the company's supply chain capacity, logistics and transportation risks, unpredictable or force majeure and other factors. The company is unable to predict the specific impact of the product on future performance, and the company will timely perform the corresponding information disclosure business in strict accordance with relevant regulations.
Founder Securities Co.Ltd(601901) pointed out that the liberalization of antigen self-test will effectively fill the market of nucleic acid detection due to human, time, resources and other constraints. In the case of continuous multi-point spread of the epidemic in China, we will strengthen early screening and reduce the pressure of "dynamic clearing". The registration and approval of Chinese antigen self-test products is expected to accelerate.
Huaxi Securities Co.Ltd(002926) said that companies with approved antigen detection products have obvious first mover advantages. In addition, if the approval of Chinese antigen detection products accelerates, some companies with leading overseas sales, high popularity and strong supply capacity are expected to benefit. For the upstream raw material end, the improvement of downstream prosperity will lead to the continuous growth of demand. It is suggested to pay attention to relevant antigen antibody companies and consumables companies. For the self inspection crowd, it is recommended to pay attention to retail pharmacies and enterprises with strong OTC ability. It is suggested to focus on Guangzhou Wondfo Biotech Co.Ltd(300482) , the beneficiary companies Bgi Genomics Co.Ltd(300676) , Nanjing Vazyme Biotech Co.Ltd(688105) , the overseas antigen self-test products approved and leading in sales Zhejiang Orient Gene Biotech Co.Ltd(688298) , Andon Health Co.Ltd(002432) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Getein Biotech Inc(603387) , etc.
9 days 7 board cumulative increase doubled
The concept of medicine is the concept of medicine. The concept of medicine is the concept of medicine. On the 14th day of the 14th day of the 14th day, the concept of medicine is the concept of medicine. It is once again active again. As of the date of the press, the concept of the concept of medicine, the concept of medicine, the concept of medicine, the 14 day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day of the 14th day, the concept of Medicine is once again active again again. As of the date of the press, the , the Tsingtao Brewery Company Limited(600600) Tsingtao Brewery Company Limited(600600) 56, the once once once once again active once again active once again, the Tsingtao Brewery Company Limited(600600) 600788, such as, such as the price limits of Tsingtao Brewery Company Limited(600600) 600 Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) 196, such as, 9 , Ningbo Menovo Pharmaceutical Co.Ltd(603538) rose ahead. It is worth noting that Pku Healthcare Corp.Ltd(000788) has raised the limit for four consecutive trading days, and China Meheco Group Co.Ltd(600056) has gained seven limit boards in nearly nine trading days, and the cumulative increase has doubled.
Pku Healthcare Corp.Ltd(000788) 13 announced that the company is concerned about the recent media reports on the progress of oral drugs for covid-19 virus developed by yanyeyi pharmaceutical company in Japan, and the company has no plan to cooperate with foreign manufacturers. The company is now in the transitional period of restructuring of Founder group. For the main business and core products of the company, please refer to the annual report disclosed by the company.
After verification, as of the date of the announcement, the equity transfer and asset delivery of the original actual controllers of the company, Peking University Founder Group Co., Ltd. and Peking University Medical Industry Group Co., Ltd., have not been completed. Due to the reorganization of Founder group, the company's 2019 and 2020 annual reports were issued with qualified audit reports by Tianjian Certified Public Accountants on the risk of related deposits, related guarantees and overdue accounts receivable of related transactions. The above-mentioned risk matters are still uncertain.
The China Meheco Group Co.Ltd(600056) 9 day announcement, the company signed an agreement with Pfizer Inc, will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID in Chinese mainland market during the agreement period (2022).
The company issued a reminder on February 11 that on February 11, the State Drug Administration approved the import registration of the product with conditions. This product is a prescription drug, which has not yet entered the national medical insurance and covid-19 pneumonia diagnosis and treatment plan. The final use and sales are affected by epidemic prevention and control and other factors, 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 business performance. In addition to the above related matters, the company has not found any other media reports, market rumors and hot concepts that may have a great impact on the trading price of the company's shares.
There is no significant change in the main business of pharmaceutical industry and international trade companies, including pharmaceutical industry and international trade. At present, the company's production and operation activities are normal, and there are no major matters affecting the abnormal fluctuation of the company's stock trading price.
For the covid-19 industrial chain, Tianfeng Securities Co.Ltd(601162) pointed out that the covid-19 epidemic will not disappear in the short term, and the closed loop of medium and long-term prevention and control is basically formed. China implements a dynamic clearing strategy, adopting various methods, such as ① vaccination to establish an immune barrier, ② rapid diagnosis of patients through nucleic acid testing, and ③ treatment with various drugs. From the perspective of investment, the driving factors of covid-19 industrial chain are mainly the changes of prevention and control strategies in China and abroad and the progress of product supply side. From the perspective of prevention and control policies, countries around the world are promoting covid-19 vaccine vaccination. Overseas countries mainly focus on antigen testing, and compulsory free testing is gradually abolished, Covid-19 oral drug has not been widely used in clinical treatment in China. In terms of supply, the current production capacity of covid-19 test kits (nucleic acids and antigens) in China and vaccines outside China can basically meet the global demand, and the main gap is covid-19 oral drugs.
the 14th five year plan for the development of science and technology in housing and urban rural construction was printed and distributed BIPV industrial chain or concern
The Ministry of housing and urban rural development recently issued the "14th five year plan" for the development of housing and urban and rural construction science and technology. Study the regional building energy efficiency improvement technology based on the accurate prediction of building user load and multi energy complementarity, carry out the integrated utilization of efficient and intelligent photovoltaic buildings, the construction of "light storage, direct and flexible" new building power system, the research and application of building city power grid energy interaction technology, and develop the efficient utilization technology of clean energy buildings such as urban wind power, geothermal and low-grade waste heat.
China Merchants Securities Co.Ltd(600999) pointed out that under the energy transformation, the carbon emission reduction function of building photovoltaic has been developed, and the policy has opened up a broad market.
In order to achieve the goal of "double carbon", China has actively promoted the development of green industries, including building photovoltaic. Since the carbon emission during China State Construction Engineering Corporation Limited(601668) operation accounts for more than 20% of the total carbon emission in China, building photovoltaic has become an important driving force for energy transformation because it can provide clean building operation energy. Since the 14th five year plan, the state has launched a series of distributed photovoltaic construction policies, including "promotion of the whole county". At the same time, the sharp decline in the price of photovoltaic modules in the past decade has reduced the cost of building photovoltaic construction. Driven by the dual drive of national policies and market prices, the prospect of building photovoltaic market can be expected.
The agency believes that it is expected that by 2025, the cumulative installation area of photovoltaic roofs in China will reach 1.356 billion square meters and the installed capacity will reach 237.42gw From 2021 to 2025, the newly installed capacity will be 151.57gw, and the CAGR will reach 20.65%. The installed capacity of BIPV roof is about 28.66gw, accounting for 12% of the total installed capacity of roof, and the permeability will gradually increase. Under the background of "double carbon", the corresponding policies and industry standards for building photovoltaic are gradually introduced, and the photovoltaic roof market is expected to grow significantly from 2022; In the future, with the progress of thin-film cell technology, the market potential of photovoltaic facade is also expected to be stimulated. Combined with the rigid demand of building photovoltaic construction on the construction capacity of enterprises, it is suggested to pay attention to companies with rich construction experience and customer resources such as Center International Group Co.Ltd(603098) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Zhejiang Southeast Space Frame Co.Ltd(002135) , Jangho Group Co.Ltd(601886) , China State Construction Engineering Corporation Limited(601668) Xingye.
2 month on year increase in national power battery loading 145.1% manufacturer concentration continues to increase (with shares)
According to the data of China automotive power battery industry innovation alliance, in February, China Shipbuilding Industry Group Power Co.Ltd(600482) battery loading volume was 13.7gwh, a year-on-year increase of 145.1%, a month on month decrease of 15.5%, and continued to maintain a significant growth year-on-year. Among them, the total loading of ternary batteries was 5.8gwh, an increase of 75.6% year-on-year and a decrease of 19.9% month on month; Lithium iron phosphate batteries were loaded with a total of 7.8gwh, an increase of 247.3% year-on-year and a decrease of 12.3% month on month. From January to February, China Shipbuilding Industry Group Power Co.Ltd(600482) battery loading volume totaled 29.9gwh, with a year-on-year increase of 109.7%. Among them, the total loading volume of ternary battery was 13.1gwh, accounting for 43.8% of the total loading volume, with a year-on-year increase of 50.6%; The cumulative loading volume of lithium iron phosphate battery is 16.7gwh, accounting for 55.9% of the total loading volume, with a year-on-year cumulative increase of 203.1%, showing a rapid growth momentum.
Yingda Securities pointed out that according to canalys data, the installed capacity of global power batteries reached 296.8gwh in 2021, with a year-on-year increase of 102.2%. Sneresearch predicts that by 2023, the global demand for electric vehicles for power batteries will reach 406gwh, the power battery capacity is expected to be 335gwh, and there will be a shortage of 16.5% in the market. Compared with 2020, the market share of China Shipbuilding Industry Group Power Co.Ltd(600482) battery enterprises in 2021 will not only continue to lead Japanese and Korean enterprises, but also further expand their leading advantages. Among the top ten power battery enterprises in the world in 2021, Chinese enterprises occupied 6 seats, with a total market share of 48.6%, an increase of about 10 percentage points year-on-year.
2021 is the year when the power battery industry opens a new round of expansion of the whole industrial chain, with a wide range, large scale and unprecedented investment. According to the statistics of lithium battery of Gaogong, the total investment of China Shipbuilding Industry Group Power Co.Ltd(600482) battery enterprise capacity planning project in 2021 exceeded 620 billion. Since this year, a number of power battery enterprises have started new projects with a total investment of nearly 100 billion yuan, and it is expected that the new production capacity will exceed 200 GWH As major battery companies expand their production, the degree of binding with car companies is an important factor for battery manufacturers to plan and implement, which is related to whether they can bring corresponding revenue to enterprises after the release of production capacity in the future. In the field of passenger cars, the power battery is highly concentrated. Contemporary Amperex Technology Co.Limited(300750) is the main supplier of the vast majority of independent car enterprises, new power enterprises and joint ventures, Byd Company Limited(002594) self supply is the main supplier, AVIC lithium battery is mainly supplied to GAC passenger cars and Chongqing Changan Automobile Company Limited(000625) , Gotion High-Tech Co.Ltd(002074) is mainly supplied to SAIC GM Wuling, Anhui Jianghuai Automobile Group Corp.Ltd(600418) and Chery. In terms of the number of supporting vehicle enterprises, Contemporary Amperex Technology Co.Limited(300750) and LG have the most obvious advantages in new energy, and Byd Company Limited(002594) has great potential for external supply; Secondly, the second and third tier battery enterprises are more dependent on a single car enterprise, and the performance flexibility is also greater.
China's potassium chloride price continues to rise sharply institutions predict that the business cycle of potash fertilizer may exceed expectations (with shares)
According to the data of Baichuan information, since March this year, as the main variety of potassium fertilizer, the price of potassium chloride in China has reached 4200 yuan / ton, up 3.53% from last week, 20.86% monthly and more than 106% from the same period last year.
It is understood that potassium is a scarce resource in China. In addition, China's demand for potash fertilizer has continued to decline by more than 500000 tons per year, which has exacerbated China's independent import demand in recent years.
Citic Securities Company Limited(600030) pointed out that referring to history, the boom cycle of potash fertilizer is generally 2-3 years. It is considered that the upward cycle of this round of potash fertilizer (starting from 2021) is different from that of 20112013, 1 The current round of potash fertilizer cycle has shifted to the supply side, while the previous round of potash fertilizer is still in the period of rapid expansion. The global potash fertilizer increment from 2022 to 2024 is mainly concentrated in the former Soviet Union, which may slow down due to the impact of sanctions; 2. The performance of food prices is expected to exceed expectations. Under the frequent occurrence of war conflicts and extreme natural disasters, the global prices of wheat and corn may continue until 2023, while the last round of food prices has gradually fallen in 2012; 3. Price control of potash fertilizer. After the disintegration of BPC alliance in 2013, global potash fertilizer has entered the stage of "share priority". At present, under the allocation of oligarchs, it is expected that global potash fertilizer will still return to "price priority". Therefore, it is expected that the business cycle of this round of potash fertilizer may exceed expectations and is expected to continue to 2023 or later. Highlight Qinghai Salt Lake Industry Co.Ltd(000792) , the leader of China's potash fertilizer, Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) and Qingdao East Steel Tower Stock Co.Ltd(002545) , which actively promote the construction of potash fertilizer production capacity. It is suggested to pay attention to Zangger mining and Xinjiang Guannong Fruit & Antler Co.Ltd(600251) .
