Today (March 15), Shanghai and Shenzhen stock markets continued their weak market. The three major stock indexes opened low in the morning, and the stock indexes differentiated at the beginning of the session. The Shenzhen Composite Index and the gem index once rose and turned red, and then the stock index fell again; In the afternoon, the stock index continued to dip, and the Shanghai index hit a new low since the adjustment. On the disk, all industries are ink, and securities, batteries and other sectors are relatively resistant to decline; Coal, precious metals, steel, gas, oil, electricity, logistics and other sectors fell sharply. In terms of subject stocks, electronic ID cards rose against the trend; Concepts such as combustible ice, low-carbon metallurgy, scarce resources, lease and sale rights, oil and gas equipment and services, coal chemical industry, green power and dairy industry led the decline.
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Covid-19 drug concept continued to be strong on the 15th, with intraday force rising, Aurisco Pharmaceutical Co.Ltd(605116) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) daily limit, Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) , China Meheco Group Co.Ltd(600056) , etc. It is worth noting that Ningbo Menovo Pharmaceutical Co.Ltd(603538) has gained 5 trading boards in the past six trading days, with a cumulative increase of 66% China Meheco Group Co.Ltd(600056) in the previous nine trading days, it has gained 7 limit sectors, and the cumulative increase has doubled Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) has soared by more than 48% in the past four days.
announced on the 14th of Ningbo Menovo Pharmaceutical Co.Ltd(603538) that the new project of the holding subsidiary Xuancheng Ningbo Menovo Pharmaceutical Co.Ltd(603538) with an annual output of 60 tons of anti covid-19 drug nimatovir API and its key intermediates received the project filing form issued by the Management Committee of Xuancheng high tech Zone. The total investment of the project is 90 million yuan. The planned commencement time is 2022 and the planned completion time is 2023.
At the same time, the company reminded that the API of nimatovir studied by the company has not obtained relevant authorization at present, and is only used for laboratory research and development. Due to the patent protection of relevant APIs, the company may have legal risks caused by patent infringement, such as the inability to continue to develop and declare APIs, the inability to form regulatory market sales, and the retroactive infringement liability of regulatory market sales.
In addition, 6 Shanxi Fenghuo Electronics Co.Ltd(000561) 4 issued a risk warning that the company signed an agreement with Pfizer on March 9, 2022, and issued Lin 2022007 announcement on signing an agreement with Pfizer on March 10. The company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID (hereinafter referred to as “product”) in the Chinese mainland market during the agreement period (2022). On February 11, 2022, 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 China 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 operating performance.
The down more than 8%
The real estate sector fell sharply on the 15th. As of press time, China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) , Poly Developments And Holdings Group Co.Ltd(600048) , Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Jinke Property Group Co.Ltd(000656) , Seazen Holdings Co.Ltd(601155) , etc. fell by the limit, and China Vanke Co.Ltd(000002) also fell by more than 8%. For the real estate sector, Capital Securities pointed out that at present, the national house prices continue to weaken month on month, and the confidence of local demand side is insufficient. The goal of “three stability” has gradually shifted from controlling house prices at the upper limit to maintaining growth at the lower limit. Under the framework of urban policy implementation, the local government upgraded the demand side support policy to the reduction of the down payment ratio of commercial loans and the relaxation of purchase and loan restrictions, which all sent a positive signal of good expectations to the market. At the same time, the current increase level of mortgage interest rate is high, and there is more room for the reduction of real interest rate. At present, the market is still at the bottom stage, and the effective implementation of the combined boxing policy is expected to make the industry usher in the bottom recovery of growth rate at the end of the second quarter.
The agency believes that in the context of steady growth, the release of policies will be strengthened step by step, non hot cities will break the shackles of excessive regulation, and the subsequent industry fundamentals are expected to usher in recovery with the gradual improvement of policies. For real estate enterprises, with the reconstruction of the industry pattern and development model in the future, the operation and management efficiency and credit acquisition ability of real estate enterprises will be the key factors in the medium and long term. Accelerating the liquidation within the industry means the emergence of opportunities to improve the concentration. We suggest paying attention to real estate enterprises with relatively stable operation and finance.
Southwest Securities Co.Ltd(600369) said that the industry is currently facing the dual problem of “sluggish sales + liquidity of real estate enterprises”. It is expected that there will be greater policy support in the future, and the intensive launch period of the policy has not yet ended. When selecting individual stocks, companies with stable operation, long-term value and safety margin should be selected. Key recommendations include: Hangzhou Binjiang Real Estate Group Co.Ltd(002244) , Poly Developments And Holdings Group Co.Ltd(600048) , China Resources Land, China Vanke Co.Ltd(000002) , China Construction Development International Group, Xuhui holdings, Shenzhen Overseas Chinese Town Co.Ltd(000069) , etc.
six departments jointly deploy green building materials to the countryside industry leaders with scale and product advantages will benefit
On March 14, in order to speed up the production, certification, promotion and application of green building materials, promote green consumption and help the construction of beautiful villages, the Ministry of industry and information technology, the Ministry of housing and urban rural development, the Ministry of agriculture and rural areas, the Ministry of Commerce, the State Administration of market supervision and administration and the State Rural Revitalization Bureau recently jointly issued a notice to deploy green building materials to the countryside.
China Galaxy Securities Co.Ltd(601881) Securities believes that from the perspective of demand, under the expectation of steady growth, infrastructure investment forms physical workload, real estate policy is gradually relaxed, and the demand of building materials industry is expected to continue to grow; Green building materials to the countryside and affordable housing construction are expected to increase the demand of the industry.
In terms of supply, supply contraction will not stop. Energy saving and ceramic industries are still undergoing transformation. Green, low-carbon and sustainable development is the direction. High performance fiber materials, special glass materials and new building materials are used in energy conservation, carbon reduction and new energy related fields. With the promotion of carbon neutralization policies, the application and promotion of new materials is expected to accelerate.
The total carbon emission in the whole process of construction in China is 4.93 billion tons, accounting for 51.3% of the national carbon emission, including 2.72 billion tons in the production stage of building materials, 100 million tons in construction and 2.11 billion tons in construction operation. In the construction operation stage, the use of energy-saving and environmental friendly green building materials will effectively reduce building carbon emissions. For example, the rational use of high-quality thermal insulation materials to ensure that the building has good thermal insulation performance; Use lightweight walls such as gypsum board to replace traditional walls. In the context of carbon neutralization, the improvement of building energy consumption standards will help popularize and promote the application of high-quality green building materials, and industry leaders with scale advantages and product quality advantages will benefit. Recommended company, ad Co., Ltd.: the company is positioned as a comprehensive supporting service provider for construction engineering and urban and rural pipe network construction, producing several series of plastic pipe products such as PVC, PE and PPR Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) : the market share continues to increase, the leading position in the industry is stable, the development of multi business is effectively promoted, and the channel construction industry is leading.
epidemic is raging “integration of China and the west” to build a great wall of epidemic prevention! This sector has won the northward and institutional capital layout
In March, the epidemic situation of Omicron in Hong Kong, China became more and more serious, and repeated outbreaks occurred in various provinces and cities. During the fierce fifth round of covid-19 epidemic, the agency believes that this highlights the unique challenges posed by the Omicron strain.
In March 11th, the State Health Protection Commission announced that the State Council should formulate the “COVID-19 virus antigen detection application plan” (for Trial Implementation) to the comprehensive group of New Coronavirus pneumonia epidemic prevention and control mechanism. On the basis of nucleic acid detection, it added antigen detection as a supplement, followed by the COVID-19 antigen detection concept. But at the same time, other epidemic prevention and control sectors have also been allocated funds.
Debang Securities said that in the face of such an epidemic, vaccines, testing, neutralizing antibodies, small molecule drugs, traditional Chinese medicine and other means coexist, which will build a wall for epidemic prevention and control in the post epidemic era. In addition to the large market opportunities for antigen detection in the future, the vaccine has also built a basic immune barrier in mainstream countries and regions, which is the basis for the global common defense against the epidemic.
In addition, “integrated Chinese and Western” therapeutic drugs will become the main means of epidemic prevention and control in China. Since the outbreak of the epidemic, clinical doctors outside China have been constantly exploring the therapeutic effects of new and old antiviral drugs. On the basis of Western medicine treatment, China has explored more traditional Chinese medicine treatment schemes. The “three drugs and three prescriptions” represented by Lianhua Qingwen capsule has been clinically proved to have obvious therapeutic effects and shine brightly in the process of anti epidemic.
The agency believes that traditional Chinese medicine will not be absent from covid-19 prevention and control in China in the future. China will continue to implement the mainstream scheme of “integration of Chinese and Western medicine” in the future. It is expected to successfully develop more domestic small molecule specific drugs in the future. The combination of specific drugs with traditional Chinese medicine will become a unique and important “Chinese scheme” for China’s anti epidemic. In terms of subject matter, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Shandong Buchang Pharmaceuticals Co.Ltd(603858) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Chinese traditional medicine, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , etc. deserve attention.
the list of pre added shares in the first quarterly report is the first to see lithium battery sector pile up to report the good news
Statistics show that 23 listed companies have announced the performance forecast for the first quarter of 2022, of which 19 have increased their performance in advance. Judging from the median year-on-year growth of net profit attributable to the parent company, Sichuan Yahua Industrial Group Co.Ltd(002497) is expected to have the highest growth rate of 124595%. Other expected growth rates are Si Linjie, Do-Fluoride New Materials Co.Ltd(002407) , Zhejiang Yongtai Technology Co .Ltd(002326) , with a pre growth rate of more than 300%.
Sichuan Yahua Industrial Group Co.Ltd(002497) performance forecast shows that it is expected to realize a net profit of RMB 900 million-1.2 billion, with a year-on-year increase of 105367% – 143822%, mainly because the company’s civil explosive business continues to make progress while maintaining stability and the performance increases steadily; The demand of lithium industry continues to rise, the price of lithium salt products continues to rise, the sales volume of lithium salt products gradually increases, and the profit of lithium business increases significantly.
Silinger is a new share listed on March 14. It broke off on the first day of listing and closed down 23.67%. According to its prospectus, it is expected to achieve a net profit of 8.1289 million yuan to 122506 million yuan in the first quarter, with a year-on-year increase of 655.46% to 937.09%, mainly due to the breakthrough of embedded intelligent instrument module products in the detection link involved in Apple’s industrial chain, especially the related products developed by the company in the detection link of battery module have been supplied in batches at the beginning of this year, The company’s relevant revenue in the apple industry chain increased significantly year-on-year
Most of the industries that first announced the performance forecast were the cyclical industries with rising product prices in the first quarter, of which the enterprises related to the lithium battery industry chain benefited significantly. Do-Fluoride New Materials Co.Ltd(002407) , Zhejiang Yongtai Technology Co .Ltd(002326) all belong to the fluorine chemical industry. The price of lithium hexafluorophosphate has reached new highs and the supply exceeds the demand. At the same time, the new capacity of listed companies has gradually reached the production capacity and the profitability has been greatly improved.
