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the traditional Chinese medicine sector broke out again Jinghua Pharmaceutical Group Co.Ltd(002349) the cumulative increase of the 8th board on the 9th doubled
The traditional Chinese medicine sector broke out again on the 4th. As of press time, Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) “20cm” limit, Guangxi Wuzhou Zhongheng Group Co.Ltd(600252) , Hunan Hansen Pharmaceutical Co.Ltd(002412) , Kpc Pharmaceuticals Inc(600422) , Jiuzhitang Co.Ltd(000989) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Beijing Tongrentang Co.Ltd(600085) , Jianmin Pharmaceutical Group Co.Ltd(600976) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) and other more than 10 shares rose.
It is worth noting that Jinghua Pharmaceutical Group Co.Ltd(002349) has gained 8 trading boards in the last 9 trading days, with a cumulative increase of nearly 107%. The company announced on the 3rd that Zhou Yunzhong, the director and general manager of the company, due to his personal financial needs, plans to reduce the total shares of the company by means of centralized bidding trading on the stock exchange from 15 trading days after the date of disclosure to July 25, 2022, accounting for 0.5% of the total share capital of the company. 12%。 As of December 31, 2021, Zhou Yunzhong held 3865466 shares of the company, accounting for 0.5% of the total share capital of the company. 46%。
For the traditional Chinese medicine industry, on December 30, 2021, the national medical insurance bureau and the administration of traditional Chinese Medicine issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, giving full play to the advantages of the medical security system and supporting the inheritance, innovation and development of traditional Chinese medicine. On the same day, the State Food and Drug Administration issued the “14th five year plan” for national drug safety and promoting high-quality development, accelerating China’s leap from a large pharmaceutical country to a powerful pharmaceutical country, so as to better meet the health needs of the people.
Soochow Securities Co.Ltd(601555) pointed out 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 coordination; High quality and innovative development of drugs are the main theme in the next 5-15 years. In 14th Five-Year, the 12 full text of the plan referred to clinical value and clinical urgent need, 12 references to innovative drugs and 11 references to generic drugs. The SFA will further encourage and support the research and development of innovative drugs and generic drugs with clinical value.
Huaan Securities Co.Ltd(600909) said that 2021 is the outbreak year of the traditional Chinese medicine industry, and 2022 is the key year for real performance and logical realization. Standing at the time node at the beginning of 2022, there are two clear directions that can lead to performance realization. The price rise is the result of upstream and downstream resonance, and the release of performance is only a matter of time. The continuous rise of raw materials leads to the increase of cost + strong downstream demand, and the double superposition leads to the increase of price, so as to further thicken the profit. The organization pays attention to three main lines + three themes, three main lines: traditional brand traditional Chinese medicine with time-honored brands, characteristic varieties with price raising ability and undervalued targets with incentive guarantee.
the agricultural sector pulled up, and pork stocks were active Leshan Giantstar Farming&Husbandry Corporation Limited(603477) once hit the daily limit
The agricultural sector rose on the 4th, and pork and aquatic stocks were active. As of press time, in terms of the concept of pork, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) once hit the daily limit, and the gains of Tech-Bank Food Co.Ltd(002124) , New Hope Liuhe Co.Ltd(000876) , Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) were higher.
Basically, according to the data of the Ministry of agriculture and rural areas, the production capacity of fertile sows has been continuously removed since July last year. From July to November 2021, the removal rates of production capacity of fertile sows in China were – 0.5% / – 0.9% / – 2.3% / – 2.5% / – 1.2% respectively. Since the beginning of October, under the dual boost of consumption boost and periodic insufficient supply, pig prices have rebounded beyond expectations, and breeding has returned to profit from losses. Affected by this, the de production range of fertile sows has narrowed, but the rebound of pig prices in the process of bottoming pig prices is not enough to reverse the general trend of de production of fertile sows. Huaxi Securities Co.Ltd(002926) believes that before the year, pig prices will mainly fluctuate at the bottom, and the rate of capacity removal of fertile sows will be narrowed. However, considering the obvious decline of pig prices after the Spring Festival, the range of capacity removal may be increased. From the current time node, the market value of some high-quality pig breeding stocks has dropped to a historically low level, and the configuration window has been gradually opened.
Open source Securities pointed out that at the current time point, the industry is in the key stage of excess capacity removal. In the first half of 2022, the industry will enter the capacity removal game stage, and the clearing of production capacity with cost disadvantages will be accelerated. The capacity removal range of the industry in this round is expected to reach about 15% (compared with the high point from May to June 2021). There is a positive correlation between the pace and extent of pig capacity removal and the timely length of loss. Therefore, there is a strong certainty that the industry capacity will continue to be removed in the first half of 2022. Key recommendation Muyuan Foods Co.Ltd(002714) with leading breeding cost in the industry; The recovery of production indicators is accelerated, and the cost is rapidly reduced Wens Foodstuff Group Co.Ltd(300498) , New Hope Liuhe Co.Ltd(000876) ; Cycle reversal drives Fujian Aonong Biological Technology Group Incorporation Limited(603363) with excellent performance elasticity; Leshan Giantstar Farming&Husbandry Corporation Limited(603477) with both breeding cost and capital advantages; Relevant beneficiary object Tecon Biology Co.Ltd(002100) .
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.
the rise of prefabricated dishes Zhanjiang Guolian Aquatic Products Co.Ltd(300094) the “20cm” limit in the session intends to raise 1 billion to expand the production capacity of prefabricated dishes
The prefabricated dishes sector rose strongly on the 4th. As of press time, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) intraday “20cm” limit, Dahu Aquaculture Co.Ltd(600257) , Shandong Huifa Foodstuff Co.Ltd(603536) “10cm” limit, Tongqinglou Catering Co.Ltd(605108) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Shandong Delisi Food Co.Ltd(002330) and other outstanding performances.
It was announced on Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 3 that the company’s application for issuing shares to specific objects was accepted by Shenzhen Stock Exchange. The announcement disclosed that the company plans to raise a total of no more than 1 billion yuan. After deducting the issuance expenses, the company plans to use 200 million yuan for the central kitchen project of its subsidiary Guangdong Gome Aquatic Food Co., Ltd., 500 million yuan for the aquatic products deep processing expansion project of its subsidiary Guolian (Yiyang) Food Co., Ltd., and 300 million yuan to supplement working capital.
For the prefabricated food industry, Shanxi Securities Co.Ltd(002500) said that Chinese households are increasingly dependent on industrialized food production and socialized supply. Prefabricated dishes simplify the tedious steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. In 2021, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. In the next 3-5 years, China’s Prefabricated food industry is expected to become the next trillion catering market.
The agency said that residents’ fast-paced life has increased their dependence on industrialized food production and socialized supply, and prefabricated dishes cater to the lifestyle of young consumer groups under the fast-paced life. At present, local epidemics occur occasionally in China, and the frequency of family meals increases. Prefabricated vegetable bags have gradually become a necessity for isolated life at home. Chinese food industrialization and standardized production demand drive the expansion of b-end market of prefabricated dishes. Prefabricated dishes replace the processing of food materials and cooking of dishes in the back kitchen. The standardized production process can ensure the stable taste of dishes. While reducing costs, food enterprises can avoid cumbersome food material processing process, improve restaurant floor efficiency and improve the overall profitability. The increase of takeout penetration rate and the change of family structure promote the increase of C-end sales of prefabricated dishes. The explosive growth of takeout not only introduces a steady stream of passenger flow and orders into the catering industry, but also improves the convenience requirements. The decline of young people’s enthusiasm for studying cooking and the rise of women’s enrollment rate and employment rate have greatly reduced the time spent by households in the kitchen compared with the previous decade. Prefabricated dishes that can ensure the taste of dishes have become the first choice for family cooking. Suggestions: 1) specialized manufacturer of prefabricated vegetables: Suzhou Weizhixiang Food Co.Ltd(605089) ; 2) Involved in semi-finished food and beverage enterprises: Guangzhou Restaurant Group Company Limited(603043) , Tongqinglou Catering Co.Ltd(605108) ; 3) Enterprises with food manufacturing business: Fu Jian Anjoy Foods Co.Ltd(603345) , Zhongyin Babi Food Co.Ltd(605338) , Longda food.
Open source securities also said that the demand of the prefabricated vegetable industry is gradually released and is in a period of rapid development. Old prefabricated vegetable enterprises Suzhou Weizhixiang Food Co.Ltd(605089) and haodeli have been deeply engaged in the prefabricated vegetable industry for many years, and Shandong Delisi Food Co.Ltd(002330) , Fu Jian Anjoy Foods Co.Ltd(603345) and other enterprises in the food industry have arranged the prefabricated vegetable industry one after another. Relevant enterprises can be the first to layout the market and enjoy the dividends of the rapid development of the industry. It is recommended to pay attention to Suzhou Weizhixiang Food Co.Ltd(605089) . In addition, Shandong Delisi Food Co.Ltd(002330) , Fu Jian Anjoy Foods Co.Ltd(603345) will also benefit.
the concept of digital currency is active again Synthesis Electronic Technology Co.Ltd(300479) “20cm” limit Newcapec Electronics Co.Ltd(300248) and other big rises
The concept of digital currency was active again on the 4th. As of press time, Synthesis Electronic Technology Co.Ltd(300479) “20cm” limit, Beijing Cuiwei Tower Co.Ltd(603123) , Guangzhou Kingteller Technology Co.Ltd(002177) “10cm” limit, Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) , Client Service International Inc(300663) , Eastcompeace Technology Co.Ltd(002017) , Tansun Technology Co.Ltd(300872) and other increases were ahead.
Synthesis Electronic Technology Co.Ltd(300479) recently said on the interactive platform of Shenzhen stock exchange that the company has actively participated in the pilot work of digital RMB. At present, it has completed the terminal R & D and upgrading, supported all digital RMB functions such as account opening, card issuing, consumption payment and dual offline payment of digital RMB, and has been put into commercial trial operation in small quantities in pilot cities. The company has realized a small amount of business income related to digital RMB, which has little impact on the company’s performance. Please carefully evaluate and pay attention to investment risks.
In addition, the company also said that the company’s computer vision technology and natural language understanding technology are related to the technology of metauniverse, but at present, the company is not involved in the business of metauniverse, and the company will pay active attention to the technology development and application of metauniverse.
Newcapec Electronics Co.Ltd(300248) recently said that the company provides an overall solution of payment platform and collection equipment to realize the transaction application scenario of digital RMB and ensure smooth payment, accounting and security. At present, it is mainly used in campus, government enterprises, public transportation and other fields. At present, the company has built digital RMB projects for more than ten colleges and enterprises, including Hainan University, Suzhou Experimental School of Nanjing Normal University, meixihu middle school in Zhounan, Changsha, Mingde Huaxing middle school, Sanya college, Suzhou Industrial Vocational and technical college, Shanghai Business School and Shanghai Dongyin center. Relevant equipment includes campus The consumer equipment and identification equipment of all-in-one card in the closed scene of the enterprise park are the company’s own terminal equipment.
The company also said that at present, the company has established long-term and stable cooperative relations with five major banks (Bank of China, Agricultural Bank of China, ICBC, China Construction Bank and Bank of Communications) and four institutions (UnionPay, China Mobile, telecom and China Unicom), which has laid a foundation for expanding the market scale of digital RMB in subdivided business fields such as universities, K12, secondary vocational schools and enterprises. The digital RMB payment routing gateway system developed by the company can be connected to the digital RMB system of banks and operators to complete the payment operation of digital RMB.
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.
According to statistics, 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.
