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the concept of new energy vehicles and lithium batteries fell again Tibet Mineral Development Co.Ltd(000762) once fell by the limit, Byd Company Limited(002594) fell by more than 6%
On January 5, new energy vehicles, lithium batteries, automotive electronics and other sectors fell again. As of press time, Tibet Mineral Development Co.Ltd(000762) once fell by the limit, Jiangsu Olive Sensors High-Tech Co.Ltd(300507) , Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) and so on; In terms of lithium battery concept, Xilong technology, Sinomach General Machinery Science & Technology Co.Ltd(600444) fell by the limit, Yanan Bicon Pharmaceutical Listed Company(002411) , Shenzhen Sunrise New Energy Co.Ltd(002256) , Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) fell by more than 6%, Byd Company Limited(002594) fell by more than 4%.
In terms of news, the Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology and the development and Reform Commission recently issued the notice on the financial subsidy policy for the promotion and application of new energy vehicles in 2022. The notice points out that in 2022, the framework and threshold requirements of the current purchase subsidy technical index system will remain unchanged: the subsidy standard for new energy vehicles in 2022 will decline by 30% on the basis of 2021, of which 9100 / 12600 / 4800 yuan will be respectively subsidized for 300 ~ 400km pure electric vehicles / pure electric vehicles greater than or equal to 400km / plug-in hybrid vehicles (13000 / 18000 / 6800 yuan will be respectively subsidized in 2021), Among them, the subsidy standard for plug-in hybrid vehicles, urban public transport, road passenger transport, rental (including online car Hailing), sanitation, urban logistics and distribution, postal express, civil aviation airport and vehicles that meet the requirements in the public service field of Party and government organs will decline by 20% on the basis of 2021.
In this regard, Dongxing Securities Corporation Limited(601198) believes that the Shanxi Guoxin Energy Corporation Limited(600617) automobile market is turning to demand driven. The subsidy policy for new energy vehicles in 2022 meets market expectations and does not change the general direction of industry development.
Citic Securities Company Limited(600030) pointed out that the liberalization of the upper limit of subsidy scale improved the prosperity of the industry, and the upward trend of the industry was clear. The requirements for product technical indicators remain unchanged. At the same time, with the improvement of battery technology, the scale of new energy vehicles is expected to continue to increase. At the current time point, it is recommended to continue to grasp the opportunities of high-quality targets in the global electrification supply chain, especially Tesla, Contemporary Amperex Technology Co.Limited(300750) , LG Chemical Supply Chain and vehicle high-quality targets, including: 1) battery / motor link Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) (a + H), Eve Energy Co.Ltd(300014) , Sunwoda Electronic Co.Ltd(300207) , Tongling Jingda Special Magnet Wire Co.Ltd(600577) ; For Shenzhen Dynanonic Co.Ltd(300769) , Cngr Advanced Material Co.Ltd(300919) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Ningbo Shanshan Co.Ltd(600884) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Capchem Technology.Ltd(300037) , Xiamen Tungsten Co.Ltd(600549) of lithium battery materials, it is recommended to pay attention to Yunnan Energy New Material Co.Ltd(002812) , Shenzhen Kedali Industry Co.Ltd(002850) , Guangzhou Tinci Materials Technology Co.Ltd(002709) ; 2) Upstream equipment and resources: Ganfeng Lithium Co.Ltd(002460) etc., pay attention to Zhejiang Hangke Technology Incorporated Company(688006) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) ; 3) Thermal management supply chain: Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) (thermal management), Zhejiang Yinlun Machinery Co.Ltd(002126) (thermal management), Ningbo Tuopu Group Co.Ltd(601689) ; 4) For the whole vehicle segment, the key recommendations are Byd Company Limited(002594) (a + H), Great Wall Motor Company Limited(601633) (a + H), Xiaopeng automobile, Weilai automobile, ideal automobile, Guangzhou Automobile Group Co.Ltd(601238) (a + H).
the virtual digital human industry has entered an accelerated period. Investment focuses on two directions and four types of companies
On January 5, the virtual digital human sector rose violently. As of press time, Yunnan Tourism Co.Ltd(002059) rose by the limit, and many stocks such as Tangel Culture Co.Ltd(300148) , Silkroad Visual Technology Co.Ltd(300556) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) led the rise. In terms of news, according to the report on the in-depth industry of virtual digital human, it is expected that the overall market scale of Chinese virtual human will reach 270 billion yuan by 2030.
Changjiang Securities Company Limited(000783) said that the virtual human provides an interactive way between the real world and the virtual world with stronger visual effect, better immersion experience and more emotional temperature. It is one of the necessary elements to realize the meta universe, and the industry is beginning to enter an acceleration period.
Citic Securities Company Limited(600030) pointed out that at this stage, virtual human is mainly an innovative role in the field of Pan entertainment, which brings a revolution in new models such as content, social networking and entertainment in the integration of virtual and real. From a long-term perspective, virtual human is an important infrastructure of the meta universe. It will evolve and develop with the development of the meta universe. As an intelligent Siasun Robot&Automation Co.Ltd(300024) of virtual and real space, it can reduce service costs and improve service efficiency. The growth space of virtual human track is worth looking forward to.
It is recommended to focus on four types of companies under the two major investment directions of content IP operation and technology: 1) it is recommended to focus on platform companies that combine content IP operation and R & D capabilities; 2) Content IP operation capability is the core barrier of personality virtual human. It is suggested to pay attention to content companies and virtual human content operation platform companies with rich digital IP resources and excellent operation capability; 3) With the wide application of application-oriented virtual human in various fields, modeling, artificial intelligence and other technical service providers benefit. It is suggested to pay attention to companies with leading R & D capabilities in vertical fields; 4) Investors are advised to pay attention to the investment opportunities of companies related to the virtual human industry chain.
“Big Mac” China Mobile landed in Shanghai stock market! The opening price once rose more than 9%
In early trading on Wednesday, China Mobile’s A-share market opened 9.41% higher on the first day of listing. As of press time, the rise of the stock fell further. On the news side, on the eve of listing, China Mobile announced that it would start repurchase in Hong Kong stocks. On the evening of January 4, China Mobile announced on the Hong Kong stock exchange that at the 2021 annual general meeting, the shareholders authorized the board of directors to buy back Hong Kong shares on the Hong Kong stock exchange. In view of the completion of the issuance of RMB shares of the company, after the exercise period of the over allotment option for the issuance of RMB shares expires on February 7, 2022, the company plans to repurchase Hong Kong shares on the stock exchange of Hong Kong in accordance with the repurchase authorization. The number of repurchases shall not exceed 2047548289 Hong Kong shares, equivalent to no more than 10% of the total number of Hong Kong shares issued by the company on the date of the 2021 annual general meeting.
The prospectus disclosed that the investment projects raised funds focused on their main businesses, including 5g boutique network construction project, cloud resources new infrastructure construction project, Gigabit smart home construction project, smart middle platform construction project, new generation information technology R & D and digital intelligence ecological construction project. China Mobile plans to invest half of the fund-raising into 5g boutique network construction project.
In terms of performance, China Mobile expects that the operating revenue in 2021 will be about 844.877 billion yuan to 852.558 billion yuan, with a year-on-year increase of about 10% to 11%, and the net profit attributable to the shareholders of the parent company will be about 114.307 billion yuan to 116.464 billion yuan, with a year-on-year increase of about 6% to 8%.
Beijing Winter Olympic Games is approaching, sports concept stocks are active, Rastar Group(300043) and other trading limits
The Beijing Winter Olympics will be held in Beijing and Zhangjiakou from February 4 to February 20, 2022. One month before the opening of the Winter Olympics, relevant concept stocks have “taken off” in advance. On the 5th, sports concept stocks rose again. As of press time, Rastar Group(300043) “20cm” limit, Shunya International Martech (Beijing) Co.Ltd(300612) rose nearly 12%, and Shanghai Challenge Textile Co.Ltd(002486) , Goody Science & Technology Co.Ltd(002694) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Lander Sports Development Co.Ltd(000558) limit.
It is understood that many listed companies, including Shanghai Challenge Textile Co.Ltd(002486) , Shuhua Sports Co.Ltd(605299) , Hangzhou Arcvideo Technology Co.Ltd(688039) , China United Network Communications Limited(600050) , Fujian Snowman Co.Ltd(002639) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Newland Digital Technology Co.Ltd(000997) , have participated in and contributed to the Winter Olympic Games.
In terms of the industry attributes of listed companies participating in the Winter Olympics, it involves sports equipment and clothing, digital technology, ice and snow machinery and equipment, building lighting, licensed commodity support and digital payment.
banking stocks rose sharply. The main force increased its position. This stock is nearly 1.2 billion. Institutions are optimistic about the performance of the industry during the year
On Wednesday, the banking sector rose intraday. As of press time, Industrial Bank Co.Ltd(601166) rose nearly 6%, Bank Of Chengdu Co.Ltd(601838) , Bank Of Ningbo Co.Ltd(002142) , Ping An Bank Co.Ltd(000001) , China Merchants Bank Co.Ltd(600036) , Bank Of Hangzhou Co.Ltd(600926) followed. In terms of capital flow, as of press time, the net inflow of main funds into bank shares was 4.451 billion yuan, and the increase of Industrial Bank Co.Ltd(601166) was nearly 1.2 billion yuan. The main net purchases of Ping An Bank Co.Ltd(000001) , China Merchants Bank Co.Ltd(600036) , Bank Of China Limited(601988) were 525 million yuan, 301 million yuan and 268 million yuan respectively.
In December last year, the people’s Bank of China and the China Banking and Insurance Regulatory Commission jointly issued a notice on doing a good job in M & a financial services for risk disposal projects of key real estate enterprises. The central bank said that in the long run, promoting the structural adjustment of the real estate market through mergers and acquisitions and other market-oriented methods is conducive to the reduction of assets and liabilities of high debt enterprise groups, while protecting the legitimate rights and interests of housing consumers, guiding market subjects to pay more attention to the risk assessment and management of the project itself, and forming a new development model of real estate, Promote the virtuous circle and healthy development of the real estate industry.
Looking forward to the future, Wanlian Securities believes that looking forward to 2022, the sector may continue to confirm the continuity of policies and the sustainability of performance growth in the short term. In the medium and long term, the internal differentiation of the banking sector will continue. It is suggested to pay attention to the banks with the continuous increase of the proportion of intermediate business income and the banks with the continuous improvement of fundamentals.
China International Capital Corporation Limited(601995) according to the research report, we are optimistic about the performance of bank stocks in 2022. The compression of Industry Valuation since 2018 is expected to be repaired. After high-quality banks experience “poverty makes them think of change”, the potential of wealth management and science and technology empowerment is released, ushering in “the turn for the better”. In terms of rhythm, it is suggested to pay attention to the policy signals released by important meetings and the market opportunities brought by economic data. It is estimated that the growth rate of net profit of covered banks may be 7.2% and 7.7% in 2022 and 2023, mainly due to the steady increase in asset delivery, the stabilization of net interest margin, the steady decrease in credit cost and the continued recovery of handling fee income. Overall, the growth rate of net profit will return to the track of steady growth after experiencing the fluctuation of epidemic impact, and the growth rate is higher than the two-year compound growth rate from 2020 to 2021.
“pig king” and “meat king” hold hands with the two giants, and the turning point of a new round of pig cycle is coming?
In the morning trading on January 5, the pork sector surged. As of press time, Fujian Aonong Biological Technology Group Incorporation Limited(603363) rose by the limit, New Hope Liuhe Co.Ltd(000876) rose by the top, and many stocks such as Hunan Xiangjia Animal Husbandry Company Limited(002982) , Henan Shuanghui Investment & Development Co.Ltd(000895) , Tecon Biology Co.Ltd(002100) rose one after another. In terms of news, on the evening of January 3, Muyuan Foods Co.Ltd(002714) , Henan Shuanghui Investment & Development Co.Ltd(000895) both announced that the two sides signed the Shuanghui muyuan strategic cooperation framework agreement (hereinafter referred to as the cooperation agreement) on January 1, 2022 to carry out point-to-point direct supply of pigs, establish a supply chain cooperation mechanism and strengthen cooperation in pig purchase and sales. The agreement is valid from January 1, 2022 to December 31, 2024.
According to the cooperation agreement, after the two giants cooperate, Henan Shuanghui Investment & Development Co.Ltd(000895) opens up a green channel and gives priority to the acquisition of Muyuan Foods Co.Ltd(002714) direct supply pigs 24 hours a day; Both parties agree on the supply quantity, price and transportation mode to realize point-to-point direct supply. Muyuan Foods Co.Ltd(002714) farms matching Henan Shuanghui Investment & Development Co.Ltd(000895) slaughtering shall be set as the base to give priority to the supply of Henan Shuanghui Investment & Development Co.Ltd(000895) and ensure the quality and quality of pigs. The weight of pigs is 80-140 kg / head, so as to ensure that the quality and safety of pigs meet the requirements of national and industrial standards and Henan Shuanghui Investment & Development Co.Ltd(000895) procurement standards.
For the inflection point of this round of pig cycle, several institutions have predicted the research report. Citic Securities Company Limited(600030) the research report said: “in the short term, the rebound of pig price has ended. It is expected that pig price will still weaken in the future. The industry has entered the second round of capacity removal, and the inflection point of the cycle is expected to appear in the middle of 2022.”
Guotai Junan Securities Co.Ltd(601211) pointed out that in terms of time, the price inflection point of this round of pig cycle is expected to be from April to June 2022, and the time window continues to approach; From the perspective of space, the cumulative removal rate of fertile sows has reached about 7%. It is expected to accelerate the removal rate under low pig prices in the first quarter of 2022, and the cumulative removal rate is expected to reach more than 12% by the end of the first quarter of 2022. At the same time, under the joint influence of the three cycles of supply, demand and inventory, the pig price began to decline significantly, driving the clearing of sow production capacity. The market’s expectation of the future reversal of the pig cycle will be re strengthened, catalyzing the performance of the sector.
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 scope 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.
