Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
tourism and aviation sectors rose strongly Utour Group Co.Ltd(002707) , Air China Limited(601111) and other stocks rose by the limit
Plates such as food and beverage, tourism, and aviation, such as sectors such as restaurants, restaurants, tourism, and aviation, and so on the 16th day of the 16th day of the 16th day of the 16th day of the 16th day of the 16th day of the 16th day of the sectors, such as food and beverage, tourism, tourism, and aviation, etc. sectors such as the sectors such as food and beverage, tourism, and aviation, and so on the sectors such as dining, hospitality, tourism, and aviation, etc. sectors such as food and beverage, hospitality, tourism, and aviation, and so on the 16th of the 16 day of the 16th of the 16 day of the 16 day of the collective pull up, and as of the press release, the tourism sector, as for the part of the tourism sector, Caihong Display Devices Co.Ltd(600707) 0707070706 etc. the increase is higher; In terms of hotel catering sector, Junting Hotel rose by more than 13%, with outstanding performance in Guangzhou Lingnan Group Holdings Company Limited(000524) , Huatian Hotel Group Co.Ltd(000428) limit, Jinling Hotel Corporation Ltd(601007) and so on; In the aviation sector, Air China Limited(601111) rose by the limit, China Eastern Airlines Corporation Limited(600115) , China Southern Airlines Company Limited(600029) , etc.
On the news side, in March 15th, the national health and Health Commission issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The main adjustment of the version includes: 1) optimize the case finding and reporting procedures, and add antigen detection as a supplement on the basis of nucleic acid detection. 2) Classified treatment of cases, centralized isolation management of light cases; Ordinary, severe and dangerous cases are treated in designated hospitals; 3) Further standardize antiviral treatment and include paxlovid and domestic monoclonal antibodies into the diagnosis and treatment plan; 4) The content of TCM treatment has been revised and improved; 5) Adjust the release of isolation management, discharge standards, release of isolation management and precautions after discharge, and consider the factors of CT value; Shorten the time of health monitoring after discharge.
In this regard, the CICC research report pointed out that the adjustment of the diagnosis and treatment plan may help to partially alleviate the medical pressure and provide guarantee for the repair of long-distance travel under the epidemic. This adjustment has optimized and supplemented the methods of detection, admission, treatment and release of isolation. All links may help to reduce the pressure on the medical system and reduce the impact on Residents’ travel: in terms of detection, according to Zhang Wenhong’s interpretation, antigen detection has the characteristics of fast and convenient, In the future, the gradual opening-up of China will help to control the virus at a low transmission level; In terms of admission and treatment, according to the characteristics that patients with Omicron virus are mainly asymptomatic infections (according to the data of the health commission in recent one week, asymptomatic accounts for about 43%) and light cases, we began to implement centralized isolation management for light cases; In terms of treatment, oral small molecule drugs with more convenient and flexible methods were introduced; In terms of release of isolation, the discharge standard was partially relaxed and the monitoring days were reduced.
For the aviation sector, Huachuang Securities said that since March, affected by the epidemic in many places, the industry demand has been relatively low, the market expectation has turned relatively pessimistic, and the aviation sector has been adjusted due to the impact of rising oil prices. However, it is expected that the logic of the reversal of industry supply and demand from 2023 has not been destroyed. It is expected that after the current round of epidemic is effectively controlled, It will still show strong toughness. Key targets: Air China Limited(601111) and Spring Airlines Co.Ltd(601021) . Pay attention to China Express Airlines Co.Ltd(002928) .
film and television stocks are active Omnijoi Media Corporation(300528) , Guangzhou Jinyi Media Corporation(002905) daily limit Hengdian Entertainment Co.Ltd(603103) and other higher
On the 16th day of the 16th day of the 16th day, the film and television unit is the most active in the 16 day session. As of the release, the Omnijoi Media Corporation(300528) bothstrengthened.
For the film and television industry, some analysts pointed out that from January to February 2022, the national split box office was 11.955 billion yuan (a year-on-year decrease of 16%), the imported films took over in March, and the Qingming films “mysterious sea”, “new Batman”, “the fall of the moon”, “spirit Hotel 4” and “magical animals” will be released in April. The repeated external epidemic has put pressure on the theater operation, but the outlook for the whole year is, Under the schedule effect, we still need to pay attention to the follow-up may 1st and summer vacation (the box office of the summer vacation in 2021 was 7.38 billion yuan, down 58.5% compared with the same period in 2019. Under the base effect, the summer vacation in 2022 can pay attention to the progress of its film orders), the supply of film orders on the national day and the dynamic process of external epidemic fluctuations and effective control.
Central China Securities Co.Ltd(601375) pointed out that there were a large number of imported blockbusters in March and April, and the supply of imported films began to recover gradually. However, at present, the repeated epidemic throughout the country may lead to the closure of some cinemas, which may still have a certain impact on the offline film industry. Combined with the weekly data of cat’s eye professional edition and lighthouse professional edition, the market share of Wanda cinema and Wanda film investment has continued to increase, reaching more than 20% at present. The improvement is obvious. It is suggested to continue to pay attention to the logic of prominent business advantages and increased concentration of channel leaders.
In the long run, in the post epidemic era, compared with raising the box office through price increases, the core of guiding the industry to develop more healthily and healthily is to drive the repair of film viewers through the continuous output of high-quality film content, so as to reshape the habit of audiences going to cinemas. The normalization of the epidemic situation may continue to have an impact on the China Film Co.Ltd(600977) industry, but the market self-regulation mechanism of survival of the fittest will accelerate the clearance of inefficient Cinemas at the cinema line end and alleviate the pressure of competition; It is expected to provide more space for film and television companies to improve their performance after the project is established, and it is expected to take more measures to boost the performance of film and television companies.
concept stocks diving! Covid-19 antigen reagent collection comes institutions recommend cautious prediction of profit margin
On March 16, covid-19 detected the diving of the board, and the sky floor was staged in the North Chemical Industries Co.Ltd(002246) session. As of press time, Nanjing Vazyme Biotech Co.Ltd(688105) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing Hotgen Biotech Co.Ltd(688068) and other 10 stocks fell by more than 10%, and the individual stocks in the board were nearly green. Wanlian Securities pointed out that under the background of the normalization of the epidemic and the large population base, there is a huge demand for covid-19 detection. As a supplement to nucleic acid detection, antigen detection will usher in a broad market. It is suggested to pay attention in the short term: (1) listed companies that have been approved covid-19 antigen self-test products in China; (2) Covid-19 antigen detection products have been approved in foreign companies, and it is expected to obtain evidence and be approved quickly in China in the future; (3) The antigen detection market is liberalized, and the orders of upstream raw material enterprises are expected to increase. It is suggested to pay attention to IVD upstream raw material enterprises.
However, the agency also pointed out that in the long run, the entry threshold of antigen detection reagents is not high, large-scale centralized purchase and price reduction and the deterioration of competition pattern may be inevitable. It is recommended to be cautious when predicting the profit space of relevant enterprises.
Ping An Securities believes that although there is still a certain degree of uncertainty about the penetration rate of covid-19 antigen products, the approval speed of subsequent registration certificates and the sales price, even if it is estimated conservatively, the liberalization of covid-19 antigen detection can bring great marginal changes to the performance of most relevant enterprises.
food security is the “top priority of the country” institutions are optimistic about 2022 annual grain price boom
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) .
new energy track continues to be booming lithium price is easy to rise but difficult to fall under the contradiction between supply and demand (attached shares)
According to media reports, since March, nearly 20 new energy vehicle enterprises have announced price increases, involving nearly 40 models. This round of price rise in the new energy vehicle market is mainly divided into two situations: one is the simple price rise of products, and the other is to improve the product configuration and raise the price. “The price of (lithium carbonate) was basically maintained at about 50000 yuan per ton at that time, but it has risen to 500000 yuan per ton after more than a year,” said the executive deputy general manager of a new energy materials company in Jiangxi
From January to February, the installed capacity of China Shipbuilding Industry Group Power Co.Ltd(600482) battery accumulated 29.9gwh, with a year-on-year increase of 109.7%, highlighting the high prospect of the market. Institutional analysis pointed out that it is expected that the contradiction between supply and demand will still be difficult to effectively alleviate in the future, and lithium prices are expected to remain high. As the upstream lithium enterprises successively disclose their performance, or the catalytic sector opens the first quarterly market.
Statistics show that among the relevant listed companies: Yongxing Special Materials Technology Co.Ltd(002756) wholly-owned subsidiary Jiangxi Yongxing special steel new energy technology Co., Ltd. currently has an annual capacity of 10000 tons of battery grade lithium carbonate and an annual capacity of 20000 tons of battery grade lithium carbonate under construction. In addition, the company plans to build an annual capacity of 50000 tons of battery grade lithium carbonate with Contemporary Amperex Technology Co.Limited(300750) joint venture Sinomine Resource Group Co.Ltd(002738) previously announced that Jiangxi Chunpeng Lithium Industry Co., Ltd., a wholly-owned subsidiary, plans to invest in the construction of a high-purity lithium salt project with an annual output of 35000 tons, with a total investment of about 1 billion yuan.
