Affected by the sharp decline in the periphery, A-Shares opened low and went low in the morning today (January 6). Near noon, the stock index gradually stopped falling and picked up. In the afternoon, Shanghai and Shenzhen markets were dominated by sideways consolidation. On the disk, industries such as traditional Chinese medicine, cement and building materials, environmental protection, steel, paper and printing led the rise, while industries such as games, airports, education, insurance and wine making made a slight correction. In terms of theme stocks, salt lake lithium, Beijing Winter Olympics, sponge city and vaccine cold chain led the rise, while virtual digital man, meta universe, cloud games and prefabricated vegetable concepts led the decline.
the environmental protection sector rose Xiamen Zhongchuang Environmental Technology Co.Ltd(300056) “20cm” limit Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) triple board
The environmental protection sector rose on the 6th. As of press time, Xiamen Zhongchuang Environmental Technology Co.Ltd(300056) “20cm” limit, Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) , Jinyuan Ep Co.Ltd(000546) , Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) “10cm” limit, Inner Mongolia M-Grass Ecology And Environment (Group) Co.Ltd(300355) , Suntar Environmental Technology Co.Ltd(688101) , Dongzhu Ecological Environment Protection Co.Ltd(603359) , Henan Bccy Environmental Energy Co.Ltd(300614) , Cecep Environmental Protection Equipment Co.Ltd(300140) and other gains were ahead.
It is worth noting that Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) has been trading for three consecutive trading days. The company issued a risk warning on the 5th. It said that the company announced the announcement on signing an investment cooperation framework agreement with the people’s Government of Kaiping District of Tangshan on January 1, 2022. The market paid high attention and gave special risk warnings on the implementation risks of the above projects. On this basis, the company made a further supplementary announcement on relevant risks and issued the supplementary announcement on risk tips for signing the investment cooperation framework agreement on January 5, 2022. The framework agreement mentioned in the announcement is a guiding document for bilateral cooperation and does not constitute a mandatory legal contract. There is uncertainty whether the signing and performance of the contract can meet the expectations. After verification by the company, the company is not involved in the income of “carbon sequestration transaction” and “yuancosmos” related businesses mentioned in the announcement. At present, the framework agreement does not involve “carbon sequestration transaction” and “yuancosmos” related businesses, and it is expected that it will not have a great impact on the company’s profits in the short term.
Galaxy Securities pointed out that the utilization of renewable resources will become the focus of vigorous development in the 14th five year plan. In recent years, China has issued a series of laws, regulations and policies related to the utilization of renewable resources, which has played a good role in guiding and promoting the utilization level of renewable resources and the establishment and improvement of a green and low-carbon circular development system. According to the 14th five year plan for the development of circular economy, by 2025, China’s resource recycling industry system will be basically established, the resource recycling system covering the whole society will be basically completed, the resource utilization efficiency will be greatly improved, and the substitution ratio of renewable resources to primary resources will be further improved. With the accelerated development of renewable resources industry and the rapid opening of market space, relevant enterprises will also usher in a period of rapid growth. Hazardous waste recycling, waste incineration, recycled plastics and other fields deserve attention. It is recommended that Beijing Geoenviron Engineering & Technology Inc(603588) , Zhefu Holding Group Co.Ltd(002266) be recycled by hazardous waste recycling; Recycled plastic recycling faucet Shandong Intco Recycling Resources Co.Ltd(688087) .
the Chinese medicine sector broke out again Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) and other trading limits Beijing Tongrentang Co.Ltd(600085) reached a new high
The traditional Chinese medicine sector broke out again on the 6th. As of press time, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) “20cm” limit, Renhe Pharmacy Co.Ltd(000650) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Shaanxi Kanghui Pharmaceutical Co.Ltd(603139) , Shanghai Shenqi Pharmaceutical Investment Management Co.Ltd(600613) limit, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) , Xiangxue Pharmaceutical Co.Ltd(300147) , Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) etc. rose by more than 8%, and Beijing Tongrentang Co.Ltd(600085) rose by more than 6%. Once, it rose by more than 8% to a new record high.
Sinolink Securities Co.Ltd(600109) pointed out that benefiting from the successive implementation of policies in the traditional Chinese medicine sector, the industry will achieve sustained, healthy and high-quality development. The industrial policy encourages the superposition of price increase expectations, and it is recommended to pay attention to investment opportunities in eight segments of traditional Chinese medicine, such as innovative traditional Chinese medicine, formula granules, OTC, brand traditional Chinese medicine, traditional Chinese medicine, proprietary Chinese medicine, traditional Chinese medicine services and relevant supporting supply chains.
Southwest Securities Co.Ltd(600369) said that in the past two years, the policies of the traditional Chinese medicine industry have been constantly, “medical insurance immunization” of traditional Chinese medicine consumer goods “crossing the main line of medical insurance”. There are three opportunities for the development of traditional Chinese medicine consumer goods, and the future performance is expected to break out. Focus on Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Yunnan Baiyao Group Co.Ltd(000538) , Beijing Tongrentang Co.Ltd(600085) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) , Inner Mongolia Furui Medical Science Co.Ltd(300049) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Jianmin Pharmaceutical Group Co.Ltd(600976) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Dong-E-E-Jiao Co.Ltd(000423) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Mayinglong Pharmaceutical Group Co.Ltd(600993) , Tianjin Zhongxin Pharmaceutical Group Corporation Limited(600329) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , Heilongjiang Zbd Pharmaceutical Co.Ltd(603567) .
construction sector strengthened Cofco Engineering & Technology Co.Ltd(301058) rose sharply Shanghai Geoharbour Construction Group Co.Ltd(605598) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) and other daily limits
The construction sector rose in intraday shock on the 6th. As of press time, Cofco Engineering & Technology Co.Ltd(301058) soared by 20cm limit; Huitong group, East China Engineering Science And Technology Co.Ltd(002140) , Shanghai Geoharbour Construction Group Co.Ltd(605598) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Longjian Road&Bridge Co.Ltd(600853) , radio and television group, China Aluminum International Engineering Corporation Limited(601068) and so on.
Guosheng Securities pointed out that infrastructure construction is expected to increase higher than expected in 2022, and the annual growth rate may rise to about 8% or even higher (market neutral expectation is 5-7%). Structurally, new and old infrastructure will work together: old infrastructure: it can focus on four directions: transportation and water conservancy, clean energy, coal and electricity transformation and underground pipe network; New infrastructure: during the “14th five year plan” period, the average annual growth rate is about 20%, and the average annual volume is about 1.6 trillion, which is about 10% of the infrastructure investment. Among them, data center, high-speed rail transit and 5g account for a high proportion, and the charging pile has the fastest growth rate, so we can focus on data center and rail transit.
Guotai Junan Securities Co.Ltd(601211) believes that 2022 is a year of intensive implementation of follow-up policies for carbon peak and a major year of new infrastructure construction such as new energy power. Five new infrastructure boom or high (the first new energy power): (1) Fengshui nuclear power, pumped storage, electrochemical energy storage, UHV, smart grid and other new energy power are the first. It is recommended that Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Shanghai Construction Group Co.Ltd(600170) , Suwen Electric Energy Technology Co.Ltd(300982) , Fujian Yongfu Power Engineering Co.Ltd(300712) and China Energy Engineering Corporation Limited(601868) , Acrel Co.Ltd(300286) benefit. (2) It is recommended that Hangxiao Steel Structure Co.Ltd(600477) , Zhejiang Southeast Space Frame Co.Ltd(002135) , Center International Group Co.Ltd(603098) , Long Yuan Construction Group Co.Ltd(600491) and Tus-Design Group Co.Ltd(300500) , Jangho Group Co.Ltd(601886) benefit from the implementation of distributed photovoltaic BIPV on the roof of green buildings.
a new round of price rise in the paper industry has been started, and the industry leader is expected to continue to benefit
On January 6, the paper sector continued to rise in the afternoon. On the news side, at the end of December 2021, several paper enterprises announced price increases. Among them, app has sent three price increase letters: from January 1, 2022, the price of all products produced by Ningbo Asia Pulp and Paper Co., Ltd. and Guangxi Jingui pulp and Paper Co., Ltd. has increased by 200 yuan / ton (including tax); From January 1, 2022, the price of all kinds of paper and gram weight paper products produced by Jindong and Jinhai will be increased by 200 yuan / ton (including tax) on the basis of December 2021. In addition, Shandong Chenming Paper Holdings Limited(000488) , Shandong Bohui Paper Industry Co.Ltd(600966) and Wanguo paper also announced that the price of paper increased by 200 / ton, mainly involving coated paper, white cardboard and other products.
In the secondary market, the paper industry has maintained a high boom since 2021. In terms of performance, among the 21 paper concept stocks listed on A-share market, 17 achieved profits in the first three quarters of 2021, and the net profit of only 4 stocks decreased year-on-year. In terms of stock price, the overall price of paper concept stocks was higher than that in the same period of last year. According to the data of the National Bureau of statistics, by the end of 2020, the number of papermaking and paper products enterprises was 5805, down nearly 50% from 10270 in 2010.
Citic Securities Company Limited(600030) pointed out that energy consumption control will become a long-term measure, and the government may even adopt the quota system for supervision and management, which may continue to suppress the supply of the paper industry. Under the situation of normalization of energy consumption control, paper enterprises that can reduce energy consumption by increasing the proportion of clean energy use or technology research and development will inevitably be gradually weakened, So as to have greater capacity and use freedom to calmly cope with demand changes. Industry leaders enjoy certain advantages in probability, so as to promote the optimization of industry pattern.
concept stocks take off ahead of schedule in the countdown to the opening of the Winter Olympic Games, and the market scale of ice and snow industry is expected to exceed trillion
On January 6, the concept of ice and snow industry continued to be strong in the morning and rose sharply. As of press time, Lander Sports Development Co.Ltd(000558) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) rose by the limit, and many stocks such as Fujian Snowman Co.Ltd(002639) , Guirenniao Co.Ltd(603555) , China Sports Industry Group Co.Ltd(600158) led the increase. In terms of news, the opening of the 2022 Beijing Winter Olympic Games has entered the countdown. At the same time, ice and snow tourism has also become one of the most popular tourism modes at present.
On January 5, China Tourism Research Institute released the development report of China’s ice and snow tourism (2022). The report proposes that the success of the 2022 Beijing Winter Olympics will greatly stimulate the enthusiasm of Chinese tourists for ice and snow tourism. The survey shows that 71.7% of tourists will not change or increase the consumption of ice and snow tourism under the incentive of the Beijing Winter Olympics, and 68.4% of tourists are very sure that they will be affected by the Beijing Winter Olympics and increase the number of ice and snow tourism.
Statistics show that in just two trading days since 2022, more than 80% of the average daily turnover of Winter Olympic concept stocks increased by more than 10% month on month. Transactions of Sunvim Group Co.Ltd(002083) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Shandong Nanshan Fashion Sci-Tech Co.Ltd(300918) , Hes Technology Group Co.Ltd(002963) , golden years, Skyworth Digital Co.Ltd(000810) and other stocks were active, and the average daily turnover increased by more than three times over the previous month.
Since December last year, the average increase of Winter Olympic concept stocks has reached 18.49%, more than 17 percentage points higher than the Shanghai index in the same period. According to the statistics of databao, Beijing Jingcheng Machinery Electric Company Limited(600860) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Fujian Snowman Co.Ltd(002639) , Hylink Digital Solution Co.Ltd(603825) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) have increased by more than 70%. Among them, Beijing Jingcheng Machinery Electric Company Limited(600860) has the highest increase, reaching 130.47% since December last year. Beijing Jingcheng Machinery Electric Company Limited(600860) recently said on the interactive platform that the company’s Tianhai industrial hydrogen storage bottle has been loaded and applied to the Beijing Winter Olympic Games. At present, delivery has begun one after another.
Galaxy Securities pointed out that the convening of the Winter Olympic Games will set off an upsurge of ice and snow for the whole people, and constantly narrow the gap between China and the traditional ice and snow power. In addition to equipment, it lies in concept. The Winter Olympics is expected to accelerate the development of China’s ice and snow sports and ice and snow tourism, not the end.
residents in the pilot area can use digital RMB points for takeout. The IT sector of the bank may accelerate the volume (with shares)
It is reported that after the pilot version of the digital RMB app was officially launched in major application markets, takeout can also pay for meals in digital RMB. Today, relevant people from meituan learned that at present, residents in 11 digital RMB pilot areas such as Beijing, Shanghai and Shenzhen can choose digital RMB payment when ordering takeout. Industry insiders believe that the official launch of the digital RMB app to some extent marks that the exploration of digital RMB has entered the full test stage. With more and more UHF livelihood application scenarios such as takeout access, the application ecology and transaction scale of digital RMB are expected to be greatly improved at this stage.
China Securities Co.Ltd(601066) Securities believes that the 2022 Beijing Winter Olympic Games will also carry out the largest digital RMB pilot in history, and the promotion of bank app wallet and hardware wallet has been carried out smoothly. With the pilot implementation of the Winter Olympic Games scene, digital RMB is expected to be promoted on a large scale in the future, including the upgrading of bank it system, the transformation of terminal payment equipment The digital encryption / identity authentication / security chip involved in the transaction link will bring business increment to relevant listed enterprises, and the relevant industrial chain will usher in a large catalyst.
Dongxing Securities Corporation Limited(601198) pointed out that the digital RMB has been gradually promoted from the pilot to catalyze the development of the financial IT industry. At present, the IT system in the banking sector has strong certainty and broad transformation needs. With the catalysis of the landing of digital RMB and policy guidance, the banking IT sector may accelerate the volume. At present, the overall valuation of this sector is at a low level. Several head bank IT enterprises such as Shenzhen Sunline Tech Co.Ltd(300348) , Digital China Information Service Company Ltd(000555) , Yusys Technologies Co.Ltd(300674) , Tansun Technology Co.Ltd(300872) will benefit from the development of the industry, and several financial hardware manufacturers such as Grg Banking Equipment Co.Ltd(002152) , Beijing Infosec Technologies Co.Ltd(688201) may also benefit.
