Today (January 4) is the first trading day of the A-share new year. In the morning, A-share opened high and went low, and maintained a low shock. In the afternoon, the decline of the stock index narrowed, and in the end, it maintained a sideways consolidation. On the disk, in the industry, traditional Chinese medicine, cultural media, agriculture, animal husbandry, feeding and fishing, tourism and hotels led the rise, while energy metals, wind power equipment, semiconductors, medical services and other industries led the decline. In terms of theme stocks, the concept of prefabricated dishes, the concept of traditional Chinese medicine, aquaculture, virtual digital man, pork concept and exclusive drugs led the rise, while cro, lithium extraction from Salt Lake, hit battery and power battery led the decline.
"virtual human" station tuyere related concept stocks collectively rose Bluefocus Intelligent Communications Group Co.Ltd(300058) and so on
The virtual human concept rose on the 4th. As of press time, Bluefocus Intelligent Communications Group Co.Ltd(300058) led, Guizhou Bc&Tv Information Network Co.Ltd(600996) , Hubei Radio & Television Information Network Co.Ltd(000665) , Chengdu B-Ray Media Co.Ltd(600880) and Guangxi Radio And Television Information Network Corporation Limited(600936) , Col Digital Publishing Group Co.Ltd(300364) , Zhejiang Huace Film And Tv Co.Ltd(300133) led the rise.
With the increase of application scenarios and people's curiosity about trendy affairs, it is expected that the market scale of virtual human will maintain rapid growth. According to AI media consulting, the market scale driven by virtual idols will exceed 300 billion yuan in 2022, with CAGR + 73% in 20-22 years.
Western Securities Co.Ltd(002673) pointed out that from the application level, virtual people can be applied to film and television, media, games, culture and tourism, retail and other fields. The realization methods include live reward and goods, commercial performance, brand endorsement, acting in film and television, etc. At present, the head virtual anchor can be compared with the head real anchor in terms of live broadcast reward scale and fan volume. The traditional film and television content production industry chain is excessively dependent on artists / stars. First, the cost is high; Second, personal conduct is not easy to control, once the "rollover" will cause huge losses; Third, after becoming famous, it is easy to break away from the company that once cultivated itself and set up a studio. Virtual people do not have the above problems. Compared with cultivating real idols, virtual idols have the advantages of high plasticity, strong controllability and certainty, no schedule risk and so on.
The organization suggests paying attention to Mango Excellent Media Co.Ltd(300413) , which is the first to launch virtual hosts and has long-term IP operation strength, and Netease (9999. HK), which invests in the whole industry chain and has strong technical strength. Mango Excellent Media Co.Ltd(300413) launched two virtual hosts "Yahoo" and "Xiaoyang" successively from September to October last year. Considering that it is not difficult to make virtual human, but more importantly, it is realized through operation, Mango Excellent Media Co.Ltd(300413) naturally has virtual human application scenarios, and has excellent content production and IP operation capabilities. Netease invested heavily in the virtual human industry chain this year, with strong R & D strength. AI pinch face technology has been widely used in a variety of games. In addition, it is recommended to pay attention to Zhejiang Huace Film And Tv Co.Ltd(300133) , Chengdu B-Ray Media Co.Ltd(600880) , Beijing Jetsen Technology Co.Ltd(300182) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Col Digital Publishing Group Co.Ltd(300364) , Bluefocus Intelligent Communications Group Co.Ltd(300058) and so on.
concept stock limit! Chinese medicine sector welcomes major policies and catalyzes the industry to start the theme of innovation and development
On January 4, catalyzed by favorable policies, the traditional Chinese medicine sector lifted the limit tide. In terms of news, on December 30, the State Medical Security Bureau and the State Administration of traditional Chinese Medicine issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine (hereinafter referred to as the opinions).
According to the opinions, qualified pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions shall be included in the list of Medicare drugs. The allocation and use of Chinese patent medicines included in the medical insurance catalogue through national negotiation shall be included in the monitoring and evaluation. Make full use of the "dual channel" drug management mechanism to expand the drug use channels of insured patients to designated retail pharmacies, so as to better ensure the drug use needs of insured people.
Sinolink Securities Co.Ltd(600109) believes that the opinions show the government's attention to the traditional Chinese medicine industry and confidence in the future development of the industry. In the future, time-honored brands with strong brand strength and strong strength in scientific and technological innovation are expected to stand out in line with the development of the industry.
Shenwan Hongyuan Group Co.Ltd(000166) also pointed out that the opinions defined the policy preference and preferential treatment for traditional Chinese medicine and traditional Chinese medicine services in terms of medical insurance payment, and suggested paying attention to the traditional Chinese medicine sector which was favorable by the policy.
Soochow Securities Co.Ltd(601555) said that the state strongly supports the development of traditional Chinese medicine, inherits and innovates the development of traditional Chinese medicine, which is not only a major event for the great rejuvenation of the Chinese nation, but also an inevitable requirement for building a health development model with Chinese characteristics in which traditional Chinese medicine and Western Medicine complement and develop in a coordinated manner. High quality and innovative development of drugs are the main theme in the next 5-15 years.
share price doubled in three days! Shangtang's listing has pried the AI sector, and these A-share companies have been exposed to
At present, China is in the transition stage from "weak artificial intelligence" to "strong artificial intelligence". Deep learning, computer vision, speech recognition and other core technologies are gradually maturing. China has begun to make breakthroughs in AI chips, knowledge maps, brain computer interfaces and other fields. Scene landing and commercial realization have become the top priority.
There are several subdivided tracks in AI plate, and computer vision is one of the largest tracks. Shangtang, Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Arcsoft Corporation Limited(688088) are all in this subdivided field. According to the data of iResearch consulting, the scale of China's computer vision core products is expected to reach 153.7 billion yuan in 2025, with a compound growth rate of 16% from 2019 to 2025.
Another important field of intelligent voice AI technology, Iflytek Co.Ltd(002230) , Beijing Haitian Ruisheng Science Technology Ltd(688787) is in this track and has mature products. According to the data of iResearch consulting, the scale of application core products in China's intelligent voice vertical industry is expected to reach 15.9 billion yuan in 2025, with a compound growth rate of 23% from 2019 to 2025.
Chinese listed companies at the basic end and application end of AI chip also include Cambricon Technologies Corporation Limited(688256) , Zhejiang Dahua Technology Co.Ltd(002236) , Hangzhou Arcvideo Technology Co.Ltd(688039) , Synthesis Electronic Technology Co.Ltd(300479) , etc., of which Synthesis Electronic Technology Co.Ltd(300479) has carried out technical cooperation with Shangtang in face recognition technology.
the sports sector quickly pulled up the daily limit of Lander Sports Development Co.Ltd(000558) , Shanghai Lisheng Racing Co.Ltd(002858) and other stocks in the afternoon
The sports sector rose rapidly in the afternoon of the 4th. As of press time, Lander Sports Development Co.Ltd(000558) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Goody Science & Technology Co.Ltd(002694) , Shanghai Lisheng Racing Co.Ltd(002858) , Hl Corp (Shenzhen)(002105) , Zhejiang Daily Digital Culture Group Co.Ltd(600633) and other trading limits. In terms of news, recently, the General Administration of sports, the national development and Reform Commission, the Ministry of finance, the National Health Commission and the emergency management department studied and formulated the basic public service standard for national fitness (2021 version).
The standard defines the main items of basic public services for national fitness in China at the present stage, and defines the scope and bottom line of basic public services for national fitness that should be guaranteed by governments at all levels from the two aspects of "opening of public sports facilities" and "national fitness service". It is an important part of the construction of national basic public service standard system. The standard is of great significance to meet the basic sports and fitness needs of the people, promote the construction of a higher level public service system for national fitness, enhance people's physique, improve people's health, and promote the construction of a sports power and a healthy China. Sports, development and reform, finance, health, emergency and other departments at all levels should further improve their ideological understanding of this work, strengthen coordination, strengthen responsibility, and earnestly do a good job in meeting the standards.
Some institutions pointed out that the state vigorously promotes national fitness and attaches importance to teenagers' physical exercise. There is still much room to improve the penetration rate of fitness population, or open the market demand for fitness equipment and services. On July 18, 2021, the State Council issued the national fitness plan (2021-2025), which made it clear that the proportion of people who regularly participate in physical exercise will reach 38.5% by 2025; On October 19, the sports law of the people's Republic of China (Revised Draft) made it clear that the state will implement the national fitness strategy and build a public service system for national fitness, and schools must set up physical education classes to ensure that physical education classes are not occupied, which also reflects the state's attention to developing youth sports activities. In addition, with the implementation of the "double reduction" policy, teenagers may have more time for physical exercise, and the demand for sports is expected to continue to increase. In addition, the Beijing Winter Olympics will be held in Beijing and Zhangjiakou from February 4 to February 20, 2022, and the Hangzhou Asian Games will be held in Hangzhou from September 10 to September 25, 2022. The competitive sports industry chain takes the event as the core, including event marketing, event broadcasting, watching and surrounding consumption, or benefit from the holding of the event.
Indonesia banned coal export this month or ushered in value revaluation (with shares)
It is reported that the Ministry of energy and mineral resources of Indonesia recently said that from January 1 to January 31 this year, Indonesia banned coal export, including coal carriers that are loading and have not yet been loaded, and all coal will be given priority to Chinese power plants. It is reported that this move is to alleviate the current shortage of coal supply in Indonesia and give priority to ensuring China's power demand. Indonesian Minister of energy and mineral resources tasrif also said that after the coal demand of the country's power plants is fully met, the coal export will return to normal, but he did not mention the specific time, but said that the government will reassess the policy after January 5. It is understood that Indonesia is the world's largest exporter of thermal coal, with an export volume of about 400 million tons in 2020.
Shengang Securities pointed out that the change of Indonesia's export policy has a short-term impact on the power coal supply side, and the long-term profit of the coal industry and the expectation of transformation are expected to promote the revaluation of the sector; Under the background of high profitability, the blast furnace production resumption of steel mills is expected to be strong, and the demand for coal coke may gradually improve. In the near future, the coal coke price is expected to strengthen under the background of strengthening the security inspection of the origin; In terms of investment strategy, focus on Shaanxi Coal Industry Company Limited(601225) and Yankuang energy, which benefit from the central rise of Changxie coal price, abundant cash flow and high dividend rate, and pay long-term attention to Shanxi Coking Coal Energy Group Co.Ltd(000983) benefiting from the increase of coking coal price and the deepening of national reform.
Minsheng Securities believes that the import ban is expected to be short-term and difficult to last for a long time. According to the data of the Ministry of energy and mineral resources of Indonesia, as of December 10, 2021, the total coal output of Indonesia was 560 million tons, which is expected to reach 609 million tons in 2021, 637-664 million tons in 2022, and 190 million tons in consumption, accounting for about 30% of the total output. Based on its low coal consumption in China, the export ban is expected to be short-term and difficult to last for a long time. In addition, some manufacturers have completed 25% of the tasks, and there is also uncertainty whether these manufacturers will resume exports. In terms of investment, Indonesia's export ban is conducive to the improvement of China's supply and demand pattern, thus promoting the stabilization and recovery of China's coal prices. It is suggested to pay attention to China Shenhua Energy Company Limited(601088) , China Coal Energy Company Limited(601898) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , Shanxi Lu'An Environmental Energydev.Co.Ltd(601699) , Shanxi Coal International Energy Group Co.Ltd(600546) and Yankuang energy.
stimulated by the heavy policy, the continuous and large-scale consumption of traditional Chinese medicine has broad space for upgrading
On the 30th, the State Medical Security Bureau and the State Administration of traditional Chinese Medicine issued guidance on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine. The opinions put forward that it is required to include qualified pieces of traditional Chinese medicine, proprietary Chinese medicine and traditional Chinese medicine preparations of medical institutions into the catalogue of Medicare drugs.
In recent years, the state has intensively launched various policies to support and encourage the inheritance, innovation and development of traditional Chinese medicine: the number of Chinese patent medicines in the basic medicine catalogue accounts for 39.12%, and the continuous promotion of the "986" goal is expected to stimulate the large-scale production of traditional Chinese medicine. Since 2021, the approval of innovative Chinese traditional medicine has accelerated. As of December 24, 2021, 11 innovative Chinese patent medicines have been approved. Recently, the ex factory prices of Beijing Tongrentang Co.Ltd(600085) Angong Niuhuang Pill and Chongqing Taiji Industry (Group) Co.Ltd(600129) Huoxiang Zhengqi oral liquid have increased, which has aroused the market's attention to the price raising ability of brand traditional Chinese medicine.
Statistics show that among the relevant listed companies: Tibet Cheezheng Tibetan Medicine Co.Ltd(002287) there are 55 Tibetan medicine varieties and 72 approval numbers with 12 exclusive varieties or exclusive dosage forms such as Xiaotong patch and Baimai ointment as the core, including 9 OTC varieties and 2 state secret technology (secret level) varieties; Guangdong Jiangxi Wannianqing Cement Co.Ltd(000789) has 101 drug approvals, covering 13 drug fields such as biliary tract, hypoglycemic, heat clearing and detoxification, gynecology and tonic.
