Today (March 16), after the high opening of Shanghai and Shenzhen stock markets, the stock index fell rapidly, and the shock trend continued in the morning. In the afternoon, the stock index rose violently, with a clear view of the strong rebound pattern. On the disk, in terms of industries, tourism hotels, airports, securities, batteries, cultural media, glass fiber, motors and other industries led the rise; There was a slight correction in the medical device sector. In terms of theme stocks, online tourism, blade batteries, brokerage concept, diamond cultivation, East West computing, gallium nitride, yuancosmos, etc. led the rise; The concepts of in vitro diagnosis, covid-19 detection and recombinant protein were slightly recalled.
brokerage sector broke out in the afternoon Boc International (China) Co.Ltd(601696) and other daily limit Citic Securities Company Limited(600030) and other strong pull up
On the 16th afternoon of the afternoon on the 16th afternoon, the brokerage sector on the 16th day of the afternoon of the day on the afternoon of the last day, a collective rally in the collective afternoon of the last day of the afternoon of the 16th, a collective rally in the collective afternoon of the last day of the last day of the 16th afternoon of the day of the day of the last day of the day of the last day of the day of the last afternoon of the day of the 16th afternoon of the last afternoon when the brokerage sector of the stockbroker sector, a collective rally that was collectively higher. As of the press release, 60062 Shanghai Chinafortune Co.Ltd(600621) Shanghai Chinafortune Co.Ltd(600621) 8 , China Greatwall Securities Co.Ltd(002939) and other gains were higher.
Some analysts pointed out that at present, the stock index of securities companies is at the bottom of history, with a high margin of safety. 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.
Northeast Securities Co.Ltd(000686) believes that the performance of the securities sector will grow steadily in 2021, and the performance of China’s major securities companies will grow brightly. At present, the deepening reform of China’s capital market has reached an unprecedented high. Under the background of the continuous promotion of wealth management transformation in the securities industry, the wealth management ability of securities companies has been continuously improved and remarkable results have been achieved. According to the operating data of securities companies in 2021 released by China Securities Association, 140 securities companies in the industry realized an operating revenue of 502.41 billion yuan and a net profit of 191119 billion yuan in 2021. At the end of the year, the asset management scale of the securities industry reached RMB 2023 trillion, representing a significant increase of 112.52% year-on-year, especially the asset management scale of the securities industry of RMB 2023 trillion. In the whole year, the net income from asset management business was 31.786 billion yuan, a year-on-year increase of 6.1%. Under the background of deepening the reform of the capital market, leading securities companies have obvious advantages in capital strength and business layout.
China Galaxy Securities Co.Ltd(601881) Securities said that China’s economy has turned to a high-quality development stage. China’s GDP has exceeded 100 trillion yuan, and its per capita GDP has exceeded US $1 trillion. Residents’ wealth has accumulated rapidly, the scale of investable assets has increased rapidly, the transfer of asset allocation from physical assets to financial assets has accelerated, and the demand for equity asset allocation has increased. Supervision guides institutional investors to enter the market, optimizes the investor structure, improves the scale and proportion of professional institutional investors, and shows the trend of institutionalization. Deepening the service of institutional investors is the focus of securities companies to build their core competitiveness. Under the environment of capital market ecological transformation, the advantageous securities companies in the fields of wealth management and institutional business will have core competitiveness. Wealth management and institutional business are the medium and long-term high-quality track of securities companies.
scenic spots and tourism sector led the rise Utour Group Co.Ltd(002707) , Caissa Tosun Development Co.Ltd(000796) and other stocks rose by the limit
On March 16, the scenic spots and tourism sector led the rise. As of press time, Utour Group Co.Ltd(002707) , Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , Caissa Tosun Development Co.Ltd(000796) and other stocks rose by the limit, Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , Zhang Jia Jie Tourism Group Co.Ltd(000430) , Tibet Tourism Co.Ltd(600749) .
The Ministry of culture and tourism held a leading group meeting on covid-19 virus epidemic prevention and control on the 15th to study and deploy epidemic prevention and control in the field of culture and tourism. The meeting stressed the need to focus on key areas, key areas and key links, carefully sort out epidemic prevention and control measures, draw inferences from one instance, plug prevention and control loopholes and make up for the shortcomings of prevention and control. Class a scenic spots should strictly implement the requirements of “limit, reservation and peak staggering” and implement the ticket reservation system. Travel agencies and online tourism enterprises should strictly implement the “circuit breaker” mechanism for the management of inter provincial tourism business activities, and suspend the inter provincial team tourism and “air ticket + Hotel” business entering and leaving land border port cities. Indoor places in the cultural and tourism industries should strengthen health management, strengthen ventilation and disinfection, and reduce the holding of gathering activities in closed places. Cultural and tourism business units and public cultural units should do a good job in the health monitoring and management of employees.
China International Capital Corporation Limited(601995) pointed out that the recent repeated epidemics in many parts of the country, the international situation and the regulatory risks of overseas Chinese stocks had an impact on the sector. At present, the valuation of the sector has been adjusted back to a more attractive position, and the potential of high-quality leaders is considerable.
Wanlian securities suggests to pay attention to: (1) tax exempt leaders with excellent and stable operating performance and benefiting from policy support and significant channel advantages;
(2) the performance leader benefiting from the recovery of passenger flow and consumption under the normalization of the epidemic; (3) Head travel agencies benefiting from the popularity of suburban travel, peripheral travel and more relaxed support policies; (4) A hotel leader with strong anti risk ability.
real estate stocks started in the afternoon Tianjin Tianbao Infrastructure Co.Ltd(000965) , Sundy Land Investment Co.Ltd(600077) , Guangzhou Pearl River Industrial Development Co.Ltd(600684) and other stocks rose by the limit
On March 16, the real estate stocks made great efforts in the afternoon. As of press time, Tianjin Tianbao Infrastructure Co.Ltd(000965) , Sundy Land Investment Co.Ltd(600077) , Guangzhou Pearl River Industrial Development Co.Ltd(600684) and many other stocks rose by the limit, and Sichuan Languang Development Co.Ltd(600466) , Zhongtian Financial Group Company Limited(000540) , China Vanke Co.Ltd(000002) , Gree Real Estate Co.Ltd(600185) and others followed. According to Xinhua news agency, the financial stability and Development Commission of the State Council held a special meeting today to study the current economic situation and capital market problems. The meeting pointed out that with regard to real estate enterprises, it is necessary to timely study and put forward effective risk prevention and resolution solutions, and put forward supporting measures for the transformation to a new development model.
The meeting stressed that all policies that have a significant impact on the capital market should be coordinated with the financial management department in advance to maintain the stability and consistency of policy expectations. All parties must deeply understand the great significance of the “two establishment”, resolutely achieve the “two maintenance”, maintain the long-term trend of China’s healthy economic development, and jointly maintain the stable development of the capital market.
Shenyin Wanguo Securities pointed out that in view of the recent frequent voice of the government to emphasize stabilizing the economy, steady growth and preventing and controlling financial risks, while stabilizing the economy urgently needs to stabilize the real estate, it is expected that the policy repair at both ends of supply and demand of the real estate industry is expected to accelerate, and will promote the optimization of the industry pattern and further increase the concentration, and high-quality real estate enterprises are expected to usher in a double rise in quantity and quality.
Haitong Securities Company Limited(600837) pointed out that the overall environment of stable market growth has not changed, and the advantages and value of blue chip companies over other real estate enterprises will become more prominent. Suggestions for attention: (1) development: A shares – China Vanke Co.Ltd(000002) , Poly Developments And Holdings Group Co.Ltd(600048) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Gemdale Corporation(600383) , Jinke Property Group Co.Ltd(000656) , Jiangsu Zhongnan Construction Group Co.Ltd(000961) ; H shares – China overseas development, country garden, rongchuang China and Xuhui holding group; (2) Commercial and residential: China Resources Land, Longhu group, Seazen Holdings Co.Ltd(601155) , Baolong real estate; (3) Property category: Country Garden, Zhonghai property, poly property, China Merchants Property Operation & Service Co.Ltd(001914) , Shimao service, Baolong business, New Dazheng Property Group Co.Ltd(002968) ; (4) Culture and Tourism: Shenzhen Overseas Chinese Town Co.Ltd(000069) etc.
food security is the “top of the country” institutions are optimistic about 2022 annual grain price boom 23456 upward
On March 15, the people’s Daily published an article entitled “food security is the greatest of the country”, which mentioned that the current international situation continues to undergo profound and complex changes, the changes in the past century and the epidemic situation in the 21st century are intertwined, China’s reform, development and stability tasks are arduous and arduous, and the role of “agriculture, rural areas and farmers” as a ballast is further highlighted. The safety of seed sources is related to national security. We must be determined to develop China’s seed industry and realize the self-reliance and self-improvement of seed industry science and technology and the independent control of seed sources.
Guosen Securities Co.Ltd(002736) research shows that this round of global food price rise is mainly driven by tight supply and excessive currency. Major agricultural production areas such as the United States and Brazil have been impacted by the dry weather, and the consumption ratio of major Shenzhen Agricultural Products Group Co.Ltd(000061) stocks such as corn and soybeans has continued to decline. In addition, the recovery of feed demand and the excess currency caused by the epidemic also contributed to the rise of global food prices. In addition, the conflict between Russia and Ukraine increased the expectation of tight circulation of Shenzhen Agricultural Products Group Co.Ltd(000061) such as wheat and corn, and the mood continued to drive Shenzhen Agricultural Products Group Co.Ltd(000061) prices higher. Looking forward to the future, La Nina may be repeated. The covid-19 and geopolitical situation are not clear, the tension between supply and demand is difficult to ease, and the global food price boom is expected to continue.
Despite China’s lack of resource endowment, thanks to the state’s subsidies and policy support for agricultural production, China’s agriculture can still maintain self-sufficiency. From the transgenic safety traits publicized by the Ministry of agriculture, the follow-up promotion rhythm of transgenic in China is expected to accelerate the landing. Referring to the continuous growth of soybean yield in the United States after the implementation of genetically modified seeds, China’s agricultural production efficiency is expected to enter a high-speed improvement channel after the implementation of genetically modified seeds, and build an agricultural power on the basis of ensuring food security. On the one hand, it is good for the planting and seed sector. On the other hand, the rise of the cost of feed raw materials may accelerate the reversal of the pig price cycle, so it is optimistic about the investment opportunities of the pig sector. Specific targets: 1) planting sector: recommend Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) , and pay attention to Heilongjiang Agriculture Company Limited(600598) . 2) Relevant Shenzhen Agricultural Products Group Co.Ltd(000061) sections: recommend Cofco Sugar Holding Co.Ltd(600737) , and pay attention to China Hainan Rubber Industry Group Co.Ltd(601118) . 3) Seed sector: recommended Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Beijing Dabeinong Technology Group Co.Ltd(002385) , Shandong Denghai Seeds Co.Ltd(002041) , etc. 4) Recommendations for pig breeding sector: Zhejiang Huatong Meat Products Co.Ltd(002840) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Tecon Biology Co.Ltd(002100) , Dongrui Food Group Co.Ltd(001201) , COFCO Jiakang, Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) , etc.
Hainan plans to achieve full coverage of the construction of township charging piles in all cities and counties of the province this year charging pile industry chain is expected to usher in a new era
China Central Television News reported that the development and Reform Commission of Hainan Province recently issued the letter on the planning and arrangement of charging infrastructure construction, operation and management tasks in Hainan Province in 2022, which pointed out that there were 20000 annual charging pile construction tasks in Hainan Province in 2022, requiring the construction of charging piles in cities, counties, towns and townships in Hainan Province to achieve 100% full coverage, At least 30% of towns and townships in each city and county will build a charging station composed of five fast charging piles. Charging piles are built in 20% of villages in Hainan Province.
Dongguan Securities pointed out that since the second half of 2020, China Shanxi Guoxin Energy Corporation Limited(600617) automobile market has maintained rapid growth. It is estimated that the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles is expected to exceed 5 million by the middle of 2022 and close to 10 million by 2025. With the rapid development of electric vehicle market and the rapid growth of ownership in recent years, the demand for electric vehicle charging is increasing. By the end of 2021, there were 7.84 million Shanxi Guoxin Energy Corporation Limited(600617) cars and 2.617 million charging piles in the whole with a ratio of 3:1. There is still a big gap. Improving the construction of charging infrastructure will help alleviate consumers’ mileage anxiety about new energy vehicles and support the expansion of new energy vehicle consumption. Electric vehicle charging is considered to be the “last mile” of electric vehicle promotion, which is very important for the promotion and development of electric vehicles.
From 2021 to 2025, the compound annual growth rate of the number of new charging piles will reach 44%. According to the estimation of Dongguan securities, the market scale of charging pile from 2022 to 2025 will reach 124.1 billion yuan, 134.7 billion yuan, 148.2 billion yuan and 204.5 billion yuan respectively. In terms of supporting demand, in recent years, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in China has increased rapidly, and the charging demand of electric vehicles has increased significantly. The development momentum of new energy vehicles is fierce, and the penetration rate will continue to rise in the future. In order to better support the promotion of new energy vehicles, it is urgent to speed up the construction of supporting infrastructure such as charging piles and power stations. From the perspective of policy driven, the state will set the tone of “steady growth” in 2022. As a series of “new infrastructure”, the investment and construction of charging piles and replacement power stations is expected to become one of the key areas of infrastructure to promote growth in 2022. With policy support, the charging pile industry chain is expected to usher in a new outlet. Equipment manufacturers will benefit from the expansion of charging pile construction scale. It is recommended to pay attention to the core equipment suppliers of charging pile: Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Shenzhen Kstar Science & Technology Co.Ltd(002518) , Shenzhen Sinexcel Electric Co.Ltd(300693) ; Focus on the targets benefiting from the promotion of new energy vehicle power exchange mode: Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shandong Weida Machinery Co.Ltd(002026) ; The rapid growth of new energy vehicle ownership releases huge charging demand. Charging operators will benefit from the profit improvement brought by the improvement of charging pile utilization, and pay attention to the operation leader Qingdao Tgood Electric Co.Ltd(300001) .
the first oil and hydrogen joint construction station in Southwest China put into operation hydrogenation station industrial chain or concern
Recently, PetroChina Gucheng oil and hydrogen joint construction station, the second refueling and hydrogenation station in Pidu District, Chengdu, was officially put into operation. Located in Shuyuan South Road, sandaoyan Town, Pidu District, PetroChina Gucheng Oil hydrogen joint construction station has a hydrogenation capacity of 1000 kg / day. It is the first hydrogenation station in Southwest China to adopt the oil hydrogen joint construction mode.
Chen Qing, member of the Party committee, general manager and executive director of Sichuan Youtu e-commerce Co., Ltd. of Petrochina Company Limited(601857) Sichuan sales branch, introduced that Petrochina Company Limited(601857) Sichuan Sales Company will build more than 5 fixed hydrogenation stations in Pidu district by 2023 and more than 10 fixed hydrogenation stations by 2035.
With the development of hydrogen energy vehicles and the strong support of national and local policies, China’s hydrogenation station industry has shown a rapid development trend in recent years. Toubao Research Institute pointed out that from 2016 to 2020, the construction progress of China’s hydrogen stations was rapidly promoted, and the market scale of the hydrogen station industry (according to the statistics of the cost of hydrogen stations) increased by 1888 million yuan from 54 million yuan, with an annual compound growth rate of 143%. Chuancai Securities pointed out that since the popularization of the number of hydrogen refueling stations will promote the industrialization of hydrogen fuel cell vehicles, the state has focused on supporting the construction of hydrogen refueling stations in recent years. At present, many cities in China have begun to layout the hydrogen energy industry. In terms of hydrogen refueling stations, China plans to build 300 hydrogen refueling stations in 2025, and the total number of hydrogen refueling stations will reach 1500 by 2030.
In terms of A-share investment, Tianfeng Securities Co.Ltd(601162) believes that China has a high degree of localization of core components of hydrogen refueling stations. If the construction can be scaled up, the cost can be effectively controlled. The hydrogenation station is mainly built in the area where logistics vehicles, buses and special vehicles can operate stably, so as to ensure the utilization rate of the hydrogenation station. At present, the utilization rate of hydrogenation stations in China is about 40%. After the market scale is improved in the future, the utilization rate is expected to reach 70%. After the rapid development of the hydrogenation station, it is beneficial to the suppliers of hydrogenation station components. It is recommended to pay attention to Fujian Snowman Co.Ltd(002639) , Shanxi Meijin Energy Co.Ltd(000723) , Weichai Power Co.Ltd(000338) , Houpu Clean Energy Co.Ltd(300471) .
