1. Digital RMB
Driving events: the people’s Bank of China, China Securities Regulatory Commission and other departments jointly issued the plan for Chengdu and Chongqing to jointly build a western financial center, which proposed to support Chengdu to steadily promote the pilot of digital RMB, carry out research on digital RMB and innovative application of mobile payment, and expand the application scenarios of digital RMB.
Related stocks: Grg Banking Equipment Co.Ltd(002152) , Chase Science Co.Ltd(300941)
2. Lithium salt
Driving events: according to media reports, the reporter went to Western Sichuan and other places to interview lithium mining enterprises and learned that lithium salt broke through 200000 yuan / ton and hit 250000 yuan / ton. The latest situation is that lithium enterprises have received an offer of 300000 yuan / ton. As long as the general manager of the lithium enterprise agrees, the transaction with 300000 yuan / ton is minute by minute. In addition, driven by downstream demand, lithium salt supply is insufficient, and upstream enterprises basically do not execute long orders. Lithium salt enterprises predict that “next year’s concentrate will usher in the most scarce moment.” As of December 24, 2021, the price of lithium carbonate in China’s spot market was 261500 yuan / ton, an increase of 393% over the beginning of the year and 32% since December.
Related stocks: Chengxin Lithium Group Co.Ltd(002240) , Sinomine Resource Group Co.Ltd(002738)
3. Chinese patent medicine
Driving events: Recently, the prices of Chinese patent medicines of several well-known pharmaceutical enterprises in China have increased by 10% to 20%, including some common varieties. Industry insiders said that the main reason for the rise in the price of proprietary Chinese medicine is the general rise in the price of traditional Chinese medicine. It is reported that since December, nearly 80% of the prices of traditional Chinese medicine have increased, such as the prices of common Coptis, honeysuckle and scutellaria. Among the price rising varieties, there is also a kind of new drug and food homologous varieties, such as tangerine peel, Dendrobium, etc. After tangerine peel entered the same source of medicine and food, the demand increased, resulting in short supply. The price of new tangerine peel has risen from 5 yuan per kilogram at the beginning of this year to about 10 yuan now.
It is understood that the sales of most of the Chinese patent medicines with rising prices have not been affected, and even the Chinese patent medicines of some well-known pharmaceutical enterprises are in short supply. The agency pointed out that there are three opportunities for the development of traditional Chinese medicine consumer goods: 1) since 2021, the price of upstream traditional Chinese medicine has continued to rise, especially the precious traditional Chinese medicine natural bezoar, Panax notoginseng and natural musk. There is a certain expectation of price increase for upstream raw materials + downstream products in the future; 2) Industry channel inventory clearing is coming to an end, and the superposition of price increase expectations has accelerated the downstream inventory turnover; 3) There are positive changes in the mixed reform of relevant state-owned enterprises and shareholders, and the future performance is expected to improve significantly.
Related stocks: Chongqing Pharscin Pharmaceutical Co.Ltd(002907) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158)
4. Lithium ore
Driving events: since this year, the new energy vehicle market has ushered in explosive growth. The price of battery grade lithium carbonate, the main raw material of new energy vehicle power battery, has staged a “three-level jump” within one year, and the average price has jumped from 50000 yuan per ton at the beginning of the year to 274000 yuan per ton. In December, from the breakthrough of 200000 yuan / ton at the beginning of the month to over 270000 yuan / ton at present, the quotation has been close to 300000 yuan / ton, with an increase of more than 30% in the month and more than 400% year-on-year. The price has set a new record. In a lithium carbonate production workshop, the person in charge said that with the growth of new downstream projects exceeding expectations, the current supply growth of the industry is far from meeting the market demand.
Related stocks: Sichuan New Energy Power Company Limited(000155) , Tibet Mineral Development Co.Ltd(000762)
