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Helicobacter pylori is on the list of carcinogens! Related stocks rose sharply, what are the concept stocks?
In early trading on Thursday, Helicobacter pylori concept stocks rose sharply. As of press time, Beijing Scitop Bio-Tech Co.Ltd(300858) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , Juneyao Grand Healthy Drinks Co.Ltd(605388) and other three stocks rose by the limit, while Shanshui technology, Guangzhou Wondfo Biotech Co.Ltd(300482) and other stocks rose.
Recently, the United States listed Helicobacter pylori as a clear carcinogen, which aroused people’s high vigilance. According to science and technology daily, the U.S. Department of health and human services recently released the 15th edition of carcinogen report, including 8 new carcinogens. Including Helicobacter pylori chronic infection as a clear carcinogen, antimony trioxide as a reasonably suspected carcinogen, and six haloacetic acid by-products after disinfection of tap water are considered to have teratogenic and carcinogenic side effects.
In the secondary market, relevant concept stocks have also attracted the attention of investors. Some investors asked Qingdao Vland Biotech Inc(603739) on the interactive platform: is the company’s probiotics a variety that can be used with drugs to treat Helicobacter pylori? In response, Qingdao Vland Biotech Inc(603739) responded that the company’s anti Helicobacter pylori probiotics are still in the early research and development stage, the research and development progress is very uncertain, and there is a risk of research and development failure. At present, it is impossible to confirm whether it can cooperate with drugs to treat Helicobacter pylori, and a large number of clinical trials need to be carried out in the later stage. In addition, Beijing Scitop Bio-Tech Co.Ltd(300858) , Zhuhai Rundu Pharmaceutical Co.Ltd(002923) and Shanshui technology also made relevant responses on the interactive platform.
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.
multiple policies are favorable and support the water conservancy construction sector to rise Beijing Hanjian Heshan Pipeline Co.Ltd(603616) and other daily limits
The water conservancy construction sector made an intraday rise on the 6th. As of press time, Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Shandong Longquan Pipeline Engineering Co.Ltd(002671) limit, Xinxing Ductile Iron Pipes Co.Ltd(000778) , Zhejiang Dayuan Pumps Industry Co.Ltd(603757) , Xinjiang Guotong Pipeline Co.Ltd(002205) , Ningxia Qinglong Pipes Industry Group Co.Ltd(002457) , China Communications Construction Company Limited(601800) and other gains were ahead.
In terms of news, recently, the Ministry of water resources issued the guiding opinions on vigorously promoting the construction of intelligent water conservancy. The guidance points out that by 2025, by building digital twin basins, “2 + n” water conservancy intelligent business application system, water conservancy network security system and intelligent water conservancy guarantee system, we will promote the intelligent transformation of water conservancy projects, build seven major river digital twin basins, realize the “four forecasts” in key flood control areas, and carry out major inter basin water diversion and transfer projects The “four forecasts” for water resources management and allocation have been basically realized in key rivers and lakes across provinces, the application level of N businesses has been significantly improved, and the intelligent water conservancy system version 1.0 has been built. By 2030, rivers and lakes with flood control tasks will be fully built into digital twin basins, the digitization, networking and intelligence level of water conservancy business applications will be comprehensively improved, and the intelligent water conservancy system version 2.0 will be built. By 2035, all water conservancy management activities will be fully digitized, networked and intelligent.
Anxin Securities pointed out that the rapid growth of China’s investment in water conservancy construction has a very obvious pulling effect on relevant industries. Water conservancy investment plays a great role in stabilizing growth, expanding domestic demand and stabilizing employment. In May 2020, the government work report included water conservancy investment in the “two new and one heavy”. In July 2020, the national standing committee studied and deployed 150 major water conservancy projects from 2020 to 2022, and clearly put forward that major water conservancy investment can only be strengthened and can not be weakened. In the 2020 government report, it was proposed to focus on supporting the “two new and one heavy” construction, including strengthening the construction of major projects such as transportation and water conservancy, The central economic work conference in December 2021 still emphasized two new and one heavy construction, and the water conservancy investment welcomes the development dividend again. In the future, the scale of water conservancy investment is considerable. It is suggested to pay attention to the Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Anhui Construction Engineering Group Corporation Limited(600502) of high-quality projects in the water conservancy sector.
policy intensive introduction! Environmental protection stock promotion organization: sector valuation and repair period
On Thursday, environmental protection stocks led the gains. As of press time, Xiamen Zhongchuang Environmental Technology Co.Ltd(300056) 20% limit, Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) , Shanghai Emperor Of Cleaning Hi-Tech Co.Ltd(603200) limit, Inner Mongolia M-Grass Ecology And Environment (Group) Co.Ltd(300355) , Wuhan Xianglong Power Industry Co.Ltd(600769) , Jingjin Environmental Protection Co.Ltd(603279) etc. followed. On the news side, the SASAC recently issued the guidance on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization. The measures propose that by 2025, significant progress will be made in the adjustment and optimization of the industrial structure and energy structure of central enterprises, the energy utilization efficiency of key industries will be greatly improved, the construction of new power systems will be accelerated, and positive progress will be made in the R & D, promotion and application of green and low-carbon technologies.
In addition, the Ministry of ecological environment and other 17 departments jointly issued the work plan for the construction of “waste free cities” during the 14th Five Year Plan period. It is planned to promote the construction of “waste free cities” in about 100 cities. By 2025, the solid waste generation intensity of “waste free cities” will decline rapidly, the comprehensive utilization level will be significantly improved, the harmless disposal capacity will be effectively guaranteed, and the synergistic effect of pollution and carbon reduction will be brought into full play.
Galaxy Securities research report 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. 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.
The application scenarios such as strong rise in the concept of digital currency Guangzhou Kingteller Technology Co.Ltd(002177) are accelerating the expansion
The concept of digital currency rose strongly on the 6th. As of press time, Guangzhou Kingteller Technology Co.Ltd(002177) , Beijing Cuiwei Tower Co.Ltd(603123) , Eastcompeace Technology Co.Ltd(002017) and other trading limits. On the news side, on January 5, meituan related people confirmed that residents of “10 + 1” pilot areas such as Beijing, Shanghai and Shenzhen can pay for meals in digital RMB when ordering takeout in meituan app. There are many signs that the application scenario of digital RMB is accelerating its expansion.
In addition, the digital RMB pilot app has been publicly launched in apple, Huawei, Xiaomi, vivo, oppo and other app stores. At present, users in the “10 + 1” digital RMB pilot sites can open wallets, including Shenzhen, Suzhou, xiong’an, Chengdu, Shanghai, Hainan, Changsha, Xi’an, Qingdao, Dalian and Winter Olympic scenes (Beijing and Zhangjiakou). Users need to judge whether they meet the registration conditions according to their location.
According to the official introduction, the digital RMB (pilot version) app is the official service platform of China’s legal digital currency – Digital RMB for individual users. It provides the opening and management of digital RMB personal wallet, and the exchange and circulation services of digital RMB. Soochow Securities Co.Ltd(601555) believes that this move releases a strong signal that the central bank’s digital RMB (currency) has entered a new stage of comprehensive pilot, and the large-scale application and promotion is close at hand. The 2022 Winter Olympic Games or an important display scene.
The institution believes that, in combination with the current scenario expansion process of the central bank, it manufacturers of head banks should be focused at this stage, which has both the certainty of bank side it transformation and the imagination space of scenario operation. It focuses on Shenzhen Sunline Tech Co.Ltd(300348) , Digital China Information Service Company Ltd(000555) , and other beneficiary manufacturers include Tansun Technology Co.Ltd(300872) , Northking Information Technology Co.Ltd(002987) , Global Infotech Co.Ltd(300465) . In addition, financial equipment manufacturers will also usher in large-scale transformation opportunities, Urovo Technology Co.Ltd(300531) , Newland Digital Technology Co.Ltd(000997) , Xgd Inc(300130) , Lakala Payment Co.Ltd(300773) , Grg Banking Equipment Co.Ltd(002152) are expected to benefit.
the annual performance of chemical enterprises is intensive, the new energy is expected to increase in advance, and the high boom increases the demand for materials
Entering the annual report performance season, the annual performance of many chemical listed enterprises increased significantly in advance under the price rise tide last year. On the evening of January 5, Inner Mongoliayuan Xing Energy Company Limited(000683) predicted that last year’s performance increased by more than 70 times, and Jiangsu Yida Chemical Co.Ltd(300721) predicted that the annual performance increased by nearly 40 times.
Sinolink Securities Co.Ltd(600109) pointed out that the strategic direction of the chemical industry in 2022 mainly focuses on the subdivided fields with barriers and growth. Focus on the fields of domestic substitution of medium and high-end materials, and gradually domestic optical films, polymer materials, aramid, semiconductor materials and other fields; Pay attention to the upstream materials driven by the development of “new” fields, PVDF, EVA and other fields with technical barriers, as well as the fields such as positive electrode materials and electrolyte industry chain with rapid demand growth.
Ping An Securities believes that vigorously developing new chemical materials and high-end fine chemicals will be the two key tasks of the 14th five year plan. At present, with the strong support of policies and capital, this field is expected to accelerate its development. Looking forward to 2022, the high prosperity of new energy vehicles / wind power photovoltaic, the continuous expansion of green and environment-friendly plastic market, the gradual rise of artificial meat market and the rapid growth of oxygen and hydrogen production market are expected to drive the development of corresponding new materials.
