Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
brokerage sector pulled up Caida Securities Co.Ltd(600906) once limit China International Capital Corporation Limited(601995) and other higher
The brokerage sector made an intraday rise on the 15th. As of press time, Caida Securities Co.Ltd(600906) rose by more than 9%, and the stock once rose by the intraday limit Zheshang Securities Co.Ltd(601878) , Xiangcai Co.Ltd(600095) , China International Capital Corporation Limited(601995) , Guolian Securities Co.Ltd(601456) , Shanghai Chinafortune Co.Ltd(600621) , Chinalin Securities Co.Ltd(002945) .
Some analysts pointed out that the brokerage sector has shown a callback trend since the beginning of the year. At present, the stock index is at the bottom of history and the safety margin is high. Considering that a number of securities companies have recently disclosed performance forecasts and express reports, which show that the growth rate of revenue and net profit has increased steadily, and there are many bright achievements, the fundamentals of securities companies have not deteriorated, and the downward trend of stock price and valuation has opened the allocation time point.
China Greatwall Securities Co.Ltd(002939) said that in the short term, the weak performance of the sector in the recent stage may be caused by the decline of market wind and the decline of trading. The market may have some concerns about the performance of the first quarter of 2022. Some channels learned that there were downward pressure on securities companies in January, and the operating pressure is expected to continue. In the medium term, the external risks of the market have increased significantly this year, and the rhythm and path may change. However, it is expected that the policy correction efforts will continue to increase, and more policies to stabilize growth and market will be introduced to promote the long-term development of the capital market and look forward to the follow-up upward space. It is still suggested to focus on securities companies with prominent transformation of wealth management, rich business resources of Beijing stock exchange and high-quality institutional business performance.
China Post Securities believes that in the long run, the supporting logic of the performance growth of the securities industry lies in: (1) the performance increment brought by the transformation of brokerage business to wealth management mode is mainly due to the gradual change of resident deposits from banks that bring low returns and liquidity to the stock market that can bring high returns and liquidity, which is superimposed by the pilot expansion of fund investment advisers of securities companies Residents’ demand for active management business increases, and the fund holding scale is expected to be steadily improved to provide a steady stream of performance support for securities companies.
(2) the performance increment contributed by the new market places bred by innovative business, such as the expansion of securities lending scale, the strong demand for derivatives business inside and outside the market, the exploration of securities settlement fund model and the popularization of “investment bank + investment” two wheel driven business model, will raise the performance level of securities companies. From the perspective of the whole securities industry, the above growth support logic will provide new revenue growth points; For large-scale securities companies, it will further develop in the strategic direction of building aircraft carrier level securities companies in the country; For small and medium-sized securities companies, their exhibition direction and ability will benefit from the new blue ocean market and earn differentiated income.
continue to meet the policy catalyst electronic identity concept rises against the market Hangzhou Everfine Photo-E-Info Co.Ltd(300306) , Linewell Software Co.Ltd(603636) and other limits
The concept of electronic identity rose against the market on the 15th. As of press time, Hangzhou Everfine Photo-E-Info Co.Ltd(300306) again rose the limit. So far, the stock has been “20cm” up the limit for consecutive days Linewell Software Co.Ltd(603636) , Routon Electronic Co.Ltd(600355) , Shenzhen Infinova Limited(002528) , etc. also rose. It is worth noting that Linewell Software Co.Ltd(603636) has increased the limit for three consecutive trading days and Routon Electronic Co.Ltd(600355) has increased the limit for two consecutive days.
It is reported that compared with physical ID cards, the advantages of electronic ID cards mainly lie in their convenience, necessity and interactivity. The necessity is reflected in that at present, the electronic certificate is a necessary component for the public security organ to deeply implement the network service. It is an important way to solve the problems of “difficult work” and “false testimony”. It is conducive to innovating the government work mode, further improving the administrative efficiency and service ability of the government, and creating a good development environment.
Huaxi Securities Co.Ltd(002926) believes that with the deepening of policies, the digital economy, especially the electronic ID card close to people’s livelihood, is expected to usher in rapid development. The main beneficiaries are: 1) Beijing Certificate Authority Co.Ltd(300579) , the leader of electronic authentication service, which directly benefits from the electronization of ID card. The company mainly provides customers with electronic signature generation, electronic signature verification, electronic signature information management and other services; 2) Jilin University Zhengyuan Information Technologies Co.Ltd(003029) , information security provider and leading electronic certification enterprise, providing Beijing Certificate Authority Co.Ltd(300579) products for government, state-owned enterprises and other departments; 3) Westone Information Industry Inc(002268) , provider of government security products. Provide basic password products, general security products, industrial application products and products in emerging technology fields for party and government, central enterprises, finance, energy and other customers for a long time; 4) Synthesis Electronic Technology Co.Ltd(300479) , mainly engaged in identity authentication business, mainly providing identity card authentication terminal, interface software and industry application system software.
The \ Beijing Asiacom Information Technology Co.Ltd(301085) etc. rose sharply
The concept of “counting from the east to the west” was active again on the 15th. As of press time, diweixun’s “20cm” limit, Linewell Software Co.Ltd(603636) , Ningbo Construction Co.Ltd(601789) limit, Beijing Asiacom Information Technology Co.Ltd(301085) , Zhong Fu Tong Group Co.Ltd(300560) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and other performances were outstanding.
On the news side, in February, the project of “counting from the east to the west” was officially launched. The national development and Reform Commission and other four departments jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area, and planned 10 national data center clusters. So far, the overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” project has been officially launched.
Galaxy Securities pointed out that as the core productivity of the digital economy, computing power has become an important infrastructure for national economic development. At present, the scale of China’s data center has reached 5 million standard racks and the computing power has reached 130 eflops (130 billion floating-point operations per second). In the future, the demand for computing power of the whole society is expected to grow rapidly at a rate of more than 20% every year. The notice requires that the average shelf rate of data centers in the cluster should reach at least 65%, and the number of computing hubs will further increase in the future, which will directly drive the incremental demand for upstream supporting facilities and servers.
The agency pointed out that the policies related to the digital economy continue to heat up. It is suggested to grasp the main line of digital economy investment. In the near future, it is suggested to focus on the following main lines: 1. Leading companies upstream and downstream of the cloud computing track; 2. Medium and long term layout of energy it; 3. “Pan security” includes high-quality leading companies of Xinchuang, network security and industrial software.
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.
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.
Galaxy 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.
