Today (January 5), A-Shares opened low and went low. The Shanghai index fell below 3600 points and the gem index fell more than 2%. On the disk, in the industry, games, jewelry, banking, port shipping and other industries rose slightly, while wind power equipment, traditional Chinese medicine, aerospace, power industry, chemical pharmacy, electronic components, auto parts and other industries led the decline. In terms of theme stocks, Shangtang concept, cloud game, prefabricated vegetable concept, NFT concept, virtual digital human, pork concept and digital currency led the rise, while traditional Chinese medicine concept, 3D camera and hair medicine led the decline.
The cumulative increase of Jinghua Pharmaceutical Group Co.Ltd(002349) 8 Lianban has doubled. The company’s executives plan to reduce their holdings of
Jinghua Pharmaceutical Group Co.Ltd(002349) (002349) rose strongly on the 5th and closed the trading limit again in the afternoon. As of press time, the stock reported 13.65 yuan, and nearly 40000 orders were sealed on the trading limit board. So far, the stock has been trading for eight consecutive trading days since December 24, 2021, with a cumulative increase of about 115%.
In the announcement on December 30, the company pointed out that Jiangsu senxuan Pharmaceutical Co., Ltd. (hereinafter referred to as “senxuan pharmaceutical”), the holding subsidiary of the company, produces and sells ritonavir series pharmaceutical intermediates, and has not yet carried out the production and sales of ritonavir API; At present, senxuan pharmaceutical has not signed the purchase and sales contract related to ritonavir pharmaceutical intermediates with Pfizer; The ritonavir series intermediates sold by Sen Xuan medicine are mainly used in the synthesis of anti AIDS drug ritonavir. In 2021, the sales volume of ritonavir pharmaceutical intermediate of senxuan medicine is expected to be 11 tons, and the sales revenue is expected to be 16.84 million yuan, with a year-on-year decrease of about 33% and 32% respectively; From December 1, 2021 to the date of announcement, senxuan pharmaceutical did not sign large orders related to ritonavir series intermediates, and there were no new customers of this series of products.
The company previously said that at present, ritonavir series intermediates are produced by senxuan medicine; The demand for ritonavir intermediate is closely related to the production of ritonavir API. Senxuan medicine, as the main production supplier of ritonavir intermediate in China, will do a good job in its own hardware foundation, actively promote, seek market recognition and strive to obtain more orders; Jinghua Pharmaceutical Group Co.Ltd(002349) holds 72.31% of the shares of senxuan medicine and Jinghua Pharmaceutical Group Co.Ltd(002349) enjoys the rights and interests of senxuan medicine according to the shareholding ratio.
the concept of meta universe is active against the trend Shenzhen Zqgame Co.Ltd(300052) “20cm” limit Yunnan Tourism Co.Ltd(002059) 4 days three board
The concept of meta universe was active again in the session on the 5th. As of press time, Shenzhen Zqgame Co.Ltd(300052) “20cm” limit, Sanxiang Impression Co.Ltd(000863) , Dalian Zeus Entertainment Co.Ltd(002354) , Hubei Radio & Television Information Network Co.Ltd(000665) , Yunnan Tourism Co.Ltd(002059) , Meisheng Cultural & Creative Corp.Ltd(002699) limit, and Hubei Century Network Technology Inc(300494) , Jinlong Machinery & Electronic Co.Ltd(300032) , Avit.Ltd(300264) , Bizconf Telecom Co.Ltd(300578) limit rose. It is worth noting that Yunnan Tourism Co.Ltd(002059) has gained three trading boards in the last four trading days.
On the news side, it is reported that the H5 social version of Shenzhen Zqgame Co.Ltd(300052) winemaker will be limited to internal testing in February 2022. It is reported that the game will include six versions, including H5 version, VR version and roblox.
Yunnan Tourism Co.Ltd(002059) recently said on the interactive platform of Shenzhen stock exchange that the R & D and production business of high-tech amusement equipment of Shenzhen OCT culture and Tourism Technology Group Co., Ltd., a wholly-owned subsidiary of the company, takes high-tech amusement equipment as the carrier, cooperates with customized special films, and combines cutting-edge technologies such as virtual reality technology, reality enhancement technology and multimedia technology, Relying on a number of completely independent intellectual property rights, the product has the combination characteristics of “hardware + software” and high-tech attributes. At present, it has formed high-tech interactive experience amusement equipment such as heaven and earth theater, universal cinema, giant screen disaster experience theater and dark ride.
new energy and real estate “ice and fire” A-share market ushered in a “mean return”
Continuing the trend of the previous trading day, on January 5, the new energy industry chain such as new energy vehicles and photovoltaic continued to fall sharply, and the real estate industry chain also continued the upward trend of last December. The first two trading days of 2022. The structural market of “ice and fire” of A-Shares continues, “mean return” and “valuation repair” continue to dominate the cross year market trend.
Fan Jituo, a strategic analyst at Cinda securities, said that since January, it is necessary to focus on verifying the activity of residents’ funds and the improvement of credit brought by stable growth. If these two factors are optimistic, the cross-year market can last until March, otherwise January may be the end of this wave of cross-year market. At present, only financial stocks have not been greatly repaired. The important reason may be that the long-term logic of financial stocks is weak, and there is no logic of supply-demand mismatch in the short term. There are great differences in stock selection methods and consumption, growth and cycle. However, due to the good matching between the valuation and fundamentals of financial stocks, there is a high probability that this bias will be quickly repaired in the next six months.
the performance of several leading enterprises is expected to increase by more than 100%, and the titanium dioxide industry chain is expected to usher in value revaluation
In the afternoon of January 5, the concept of titanium dioxide rose. As of press time, Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) led the rise, and many stocks such as Guangdong Huiyun Titanium Industry Co.Ltd(300891) , Gpro Titanium Industry Co.Ltd(000545) , Anhui Annada Titanium Industry Co.Ltd(002136) led the rise. On the news side, on January 4, the leading titanium dioxide enterprise Gpro Titanium Industry Co.Ltd(000545) announced that from January 5, 2022, the sales prices of anatase and rutile titanium dioxide of the company will be increased by 1000 yuan / ton for various Chinese customers and 150 dollars / ton for various international customers on the basis of the original price.
Previously, Lb Group Co.Ltd(002601) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Guangdong Huiyun Titanium Industry Co.Ltd(300891) and other listed companies announced that the sales price of various models of titanium dioxide would be increased by 1000 yuan / ton from January 1, 2022.
Huaan Securities Co.Ltd(600909) said that the core of the change in the valuation system of titanium dioxide enterprises lies in the future development direction of enterprises. Leading enterprises are expected to quickly enter the new energy iron phosphate industry through the comprehensive utilization of titanium dioxide industry chain. Some titanium dioxide enterprises, such as Lb Group Co.Ltd(002601) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Anhui Annada Titanium Industry Co.Ltd(002136) , began to enter the field of new energy, produce iron phosphate or lithium iron phosphate, and realize the coupling of titanium industry chain and new energy industry chain.
the five departments issued the basic public service standards for national fitness, and suggested paying attention to relevant industries (with shares)
According to the news of the General Administration of sports on January 4, in accordance with the national basic public service standard (2021 Edition) and relevant policy requirements, 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 Edition) and issued it recently. Provincial sports administrative departments shall, in conjunction with relevant departments and in combination with local conditions, pay close attention to clarifying the implementation measures, work steps and time arrangement of the standards in their own regions, so as to effectively protect the basic public service rights and interests of the people. On the premise of meeting the requirements of the standards, we can study and formulate the local public service standards and service catalogue for national fitness in combination with the local people’s needs, population size and the reality of economic and social development, and take multiple measures to promote the construction of a higher level public service system for national fitness.
Tianfeng Securities Co.Ltd(601162) believes that the policy is conducive to the sustainable development of the sports industry, and there is still room for the rise of the sports and sporting goods manufacturing industry in the future. In recent years, development plans such as the outline for building a sports power, the 14th five year plan and the national fitness plan (2021-2025) have supported the sports industry in many aspects. At the same time, the per capita disposable income level has increased year by year, the national fitness awareness has gradually improved, and the sporting goods manufacturing industry is in the upstream of the sports industry. The demand and development prospect will also rise with the growth of sports venue services, sports training and education, and there will be sufficient room for rise in the future. It is suggested to pay attention to Shuhua Sports Co.Ltd(605299) . The company should deeply cultivate the fitness equipment industry, break through the low gross profit model dominated by OEM / ODM, and increase the brand premium for products.
Soochow Securities Co.Ltd(601555) believes that with the improvement of the public service system for national fitness, the number of participants in various sports events continues to increase, and many consumption scenes of sports shoes and clothing may benefit fully. Functional sports shoes and clothing track is naturally easy to produce a large brand that crosses the cycle. It is optimistic that China’s head brand will develop rapidly under the background of national fitness and the rise of national brand. Recommended target: in terms of sports brands, Anta sports and Tebu international are mainly recommended, and it is recommended to pay attention to Li Ning; For sportswear OEM, Huali Industrial Group Company Limited(300979) is recommended. It is recommended to pay attention to Shenzhou International.
the central bank proposed to build a green and highly available data center, pay attention to new technologies and help the data center reduce energy consumption (with shares)
On January 4, the people’s Bank of China issued the financial science and technology development plan (2022-2025). The plan proposes to comprehensively strengthen the construction of data capacity, promote the orderly sharing and comprehensive application of data on the premise of ensuring security and privacy, fully activate the potential of data elements and effectively improve the quality and efficiency of financial services. Build a green and highly available data center, set up a safe and ubiquitous financial network, lay out an advanced and efficient computing system, and further consolidate the “digital base” of financial innovation and development. Accelerate the all-round application of supervision technology, strengthen the construction of digital supervision capacity, implement penetrating supervision over financial science and technology innovation, and build a strong risk firewall for finance and science and technology.
Haitong international pointed out that the national development and Reform Commission had previously issued the implementation plan for implementing the goal of carbon peak and carbon neutralization and promoting the green and high-quality development of new infrastructure such as data center and 5g, which proposed that data center and 5g are not only strategic resources and public infrastructure to support future economic and social development, but also the most critical link related to energy conservation and consumption reduction of new infrastructure. By 2025, the data center and 5g will basically form a green and intensive integrated operation pattern. The utilization efficiency of electric energy and renewable energy in the operation of the data center have been significantly improved. The average utilization efficiency of electric energy in the newly-built large and super large data centers in China has been reduced to less than 1.3, the national hub nodes have been further reduced to less than 1.25, and the green low-carbon level has reached more than 4a. The overall utilization rate of the national data center has increased significantly, the utilization rate of the western data center has increased from 30% to more than 50%, and the supply and demand of computing power in the East and West is more balanced.
In addition to the technology upgrading of traditional server and IDC manufacturers, Haitong International believes that new products and technologies can also help the data center reduce energy consumption. For example, the blue light, light and magnetic integration of the data lake of Beijing E-Hualu Information Technology Co.Ltd(300212) can reduce carbon emissions and pue. 1PB of data is stored in blue light media. Compared with all hard disk media, it saves 20498 degrees of electricity per year, 94.74% of electricity and 12.38 tons of carbon emissions per year, To meet the national requirements of low carbon and low energy consumption, purchasing Blu ray storage can greatly reduce pue. DPU, a newly developed category of special processors, can solve the core problem of “cost reduction and efficiency increase” of infrastructure, improve the efficiency of the whole computing system and reduce the total cost of ownership (TCO) of the whole system. According to the interaction of Shenzhen Stock Exchange, at present, the DPU chip of China’s listed company Beijing Zuojiang Technology Co.Ltd(300799) is in the development stage, and the company expects to return in the second half of 2022.
