[information summary]
Ministry of agriculture and rural areas: by 2025, the output value of fishery will reach 150 billion yuan
On January 6, the Ministry of agriculture and rural areas issued the national fishery development plan for the 14th five year plan. According to the plan, by 2025, the total output of aquatic products will reach 69 million tons, China’s marine fishing output will be controlled within 10 million tons, the output value of fishery will reach 150 billion yuan, the output value of secondary and tertiary industries will account for more than 54%, and the income of fishermen will increase significantly.
the National Copyright Administration interviewed digital music related enterprises to promote the construction of a good ecosystem of digital music copyright
On January 6, the National Copyright Administration interviewed major record companies, song and lyrics copyright companies and digital music platforms in Beijing, requiring all parties in the digital music industry to work together to maintain the order of digital music copyright and build a good ecology of digital music copyright. The interview stressed that all record companies, song and lyrics copyright companies and digital music platforms should adopt the authorization mode in accordance with the law of music dissemination, the principle of fairness and reasonableness and the rules of international practice, and should be settled through the minimum deposit plus actual usage sharing mode. Except under special circumstances, they shall not sign a separate copyright agreement; Improve the internal copyright management system, authorize music works with clear catalogue and clear copyright ownership, and safeguard the legitimate rights and interests of music copyright owners and relevant rights holders.
He Lifeng, director of the national development and Reform Commission: promote the adjustment and optimization of energy structure and vigorously develop new energy
According to the national development and Reform Commission on the 6th, he Lifeng, Secretary of the Party group and director of the national development and Reform Commission, recently wrote an article that we should continue to do a good job in carbon peak and carbon neutralization. Implement the opinions on completely, accurately and comprehensively implementing the new development concept and doing a good job in carbon peak and carbon neutralization, organize the implementation of the action plan for carbon peak before 2030, promote the adjustment and optimization of energy structure, vigorously develop new energy, actively promote the planning and construction of large-scale wind power and photovoltaic bases focusing on deserts, Gobi and desert areas, and actively promote the transformation and upgrading of existing coal power projects, Establish and improve a green low-carbon circular economy system.
passenger Federation: in December last year, the overall retail data of passenger cars reached 2.157 million
According to the data of the Federation of passenger cars, from December 27 to 31, 2021, 546000 passenger cars were retailed, a year-on-year decrease of 9%, a month-on-week decrease of 5%, and a total increase of 5% over the same period last month. The wholesale volume of passenger cars was 511000, a year-on-year decrease of 17%, a month on week decrease of 14%, and a total decrease of 16% compared with the same period last month. According to the preliminary internal statistics of the passenger Federation, the overall retail data in December 2021 reached 2.157 million, with a daily average of 69000, a year-on-year decrease of 6% and a month on month increase of 19%.
netred “snowball” products were guided by the window, and some companies said they did receive the request
Recently, some trust companies have been guided by the window, mainly involving “snowball” trust products. Some companies said they did receive requirements that such products should not be raised from C-end investors. A person from the trust industry told us that the company had conducted business publicity for the first time and investigated the scale of relevant projects. The scale was small and had little impact.
the traditional Chinese medicine sector raised the limit tide. The fund manager said that the traditional Chinese medicine sector increased greatly in the short term and will be divided into
Today, the Chinese medicine sector continued to rise strongly by 3.84%, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Renhe Pharmacy Co.Ltd(000650) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) and other trading limits. Chi chensen, fund manager of Anxin fund, said that the overall performance of the traditional Chinese medicine sector has been good since November 2021. There are three main reasons: ① the valuation of the traditional Chinese medicine sector itself is low, most of the industry stocks are at the bottom, and some targets have good valuation and cost performance; ② On December 30, the State Medical Insurance Bureau and the State Administration of traditional Chinese Medicine issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine to support the development of traditional Chinese medicine from the perspective of industrial policies; ③ The position adjustment of market funds at the end of the year and the beginning of the year may also aggravate the fluctuation of the plate. At the same time, Chi chensen pointed out that the short-term Chinese medicine plate fluctuates greatly, and the Chinese medicine market may be divided in the future. At present, there may be moisture in the valuation of some speculation directions, so investors should not blindly pursue hot spots.
[new stock dynamics]
the CSRC approved the IPO registration of four enterprises on the gem
Recently, the CSRC has approved the registration of the following enterprises’ initial public offering of shares on the gem according to legal procedures: Shenzhen Han nationality CNC Technology Co., Ltd., zhaoxun Media Advertising Co., Ltd., Jilin Xidian Pharmaceutical Technology Development Co., Ltd. and Jiangyin Biao Auto Parts Co., Ltd. The above-mentioned enterprises and their Underwriters will negotiate with Shenzhen Stock Exchange to determine the issuance schedule and publish the Prospectus Documents one after another.
[institutional perspective]
Northeast Securities Co.Ltd(000686) pointed out that there is no need to be pessimistic about the follow-up market trend. In the short term, it may be close to the bottom of adjustment. At present, it is in the style diffusion stage after the end of the main line market. The follow-up industry configuration focuses on the expected improvement and policy orientation. It mainly includes two aspects: first, from the perspective of expected improvement, the media related to the meta universe, agriculture under the festival effect, and the securities companies that implement the registration system; Second, from the perspective of policy orientation, short-term infrastructure underpinning economic expectations are rising, central enterprises of undervalued building materials in old infrastructure, green power and UHV in new infrastructure deserve attention.
China Industrial Securities Co.Ltd(601377) pointed out that there was a sharp decline for two consecutive days at the beginning of the new year, which aroused market concern and concern. On the whole, the main reasons for this wave of adjustment are: 1) institutional capital balance structure and position adjustment. 2) Recently, U.S. bond interest rates continued to soar, and U.S. stocks and technology stocks fell sharply at night, which also suppressed the Chinese market, especially Dianxin, military industry, semiconductor and other sectors with concentrated positions and high valuation. 3) Capital level factors, including China Mobile’s IPO and the reduction of the central bank’s reverse repurchase, also disturbed the market. Looking forward to the follow-up, as the “wide currency” and marginal “wide credit” windows continue, the negative factors gradually subside and continue to be optimistic about the spring market before and after the Spring Festival. Structurally, it pays attention to the repair opportunities of undervalued sectors such as real estate and securities companies, and the medium and long-term “small high-tech” is still the main line.
[announcement selection]
Beijing Hotgen Biotech Co.Ltd(688068) : the net profit in 2021 is expected to increase by 1685% – 1997% year-on-year
Beijing Hotgen Biotech Co.Ltd(688068) (688068) announced on January 6 that it is expected to realize a net profit of 2 billion yuan – 2.35 billion yuan in 2021, an increase of 1684.65% to 1996.97% year-on-year; In the second half of 2021, the covid-19 epidemic situation in Europe, Southeast Asia and other countries and regions remained high, resulting in a significant increase in the demand for covid-19 antigen detection reagents and a significant increase in the income of overseas covid-19 detection reagents.
Hubei Xingfa Chemicals Group Co.Ltd(600141) : the net profit in 2021 is expected to increase by 573.14% – 605.19% year-on-year
Hubei Xingfa Chemicals Group Co.Ltd(600141) (600141) announced on January 6 that the company expects to realize a net profit attributable to shareholders of listed companies of RMB 4.2 billion-4.4 billion in 2021, with a year-on-year increase of 573.14% – 605.19%. Benefiting from the recovery after the global economic epidemic, the chemical industry ushered in a boom cycle during the reporting period. The sales prices of the company’s main products such as silicone, glyphosate, dimethyl sulfoxide and yellow phosphorus increased significantly year-on-year, and the profitability was significantly enhanced. The company actively grabs the favorable market situation, scientifically organizes production and operation, and realizes stable and high yield of main devices.
Tongwei Co.Ltd(600438) : the net profit in 2021 will increase by 122% – 136% year-on-year
Tongwei Co.Ltd(600438) (600438) announced on January 6 that the company expects to realize a net profit attributable to shareholders of listed companies of 8-8.5 billion yuan in 2021, with a year-on-year increase of 122% – 136%. In 2021, benefiting from the growth of downstream demand, high-purity crystalline silicon products were in short supply, the market price increased significantly year-on-year, the company’s high-purity crystalline silicon capacity continued to operate at full capacity, the production and sales volume increased year-on-year, various production indicators were further optimized, and the profit increased significantly. At the same time, the company’s Cecep Solar Energy Co.Ltd(000591) battery and feed business segments operated steadily and maintained strong market competitiveness.
Han’S Laser Technology Industry Group Co.Ltd(002008) : Han’s CNC gem IPO registration was approved by the CSRC
Han’S Laser Technology Industry Group Co.Ltd(002008) (002008) it was announced on January 6 that the CSRC has approved the registration application for the initial public offering of shares and listing on the gem of Han’s CNC, the holding subsidiary of the company.
Xiamen Zhongchuang Environmental Technology Co.Ltd(300056) : the revenue of hazardous waste business accounts for a relatively low proportion
Xiamen Zhongchuang Environmental Technology Co.Ltd(300056) (300056) the announcement of stock trading changes was disclosed on January 6. Recently, the Ministry of ecological environment and other 17 departments jointly issued the work plan for the construction of “waste free city” during the 14th Five Year Plan period. Among the hazardous wastes of the company, Jiangxi Xiangsheng Environmental Protection Technology Co., Ltd. accounted for a low proportion of the company’s revenue in the first three quarters, Jiangxi Naihua Environmental Protection Technology Co., Ltd. has not been put into operation, and Suzhou Shunhui nonferrous metal products Co., Ltd., which takes shares, is expected to have no significant impact on the company’s profits in the short term.
Yantai Zhenghai Magnetic Material Co.Ltd(300224) : the net profit in 2021 will increase by 90% – 120% year-on-year
Yantai Zhenghai Magnetic Material Co.Ltd(300224) (300224) announced on January 6 that the company’s pre profit in 2021 was 253-293 million yuan, a year-on-year increase of 90% – 120%. During the reporting period, the sales revenue and net profit of high-performance Nd-Fe-B permanent magnet materials increased significantly compared with the same period last year; The business income of motor drive system of new energy vehicles increased significantly, and the loss decreased significantly.
Kunming Longjin Pharmaceutical Co.Ltd(002750) : the controlling shareholder and actual controller intend to reduce their total holdings of no more than 3.19% shares
Kunming Longjin Pharmaceutical Co.Ltd(002750) (002750) announced on January 6 that Qunxing investment, the controlling shareholder of the company, plans to reduce its holdings of no more than 12.015 million shares (accounting for 3% of the total share capital of the company) from January 28 to July 27; Fan xianrussia, the actual controller of the company, plans to reduce his holdings of no more than 775400 shares obtained through centralized bidding transactions, accounting for 0.19% of the total share capital of the company.
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) : it is proposed to replace the assets of the real estate sector with the assets related to the high-quality power grid auxiliary industry of the controlling shareholder
Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (601669) announced on January 6 that it is planned to replace the assets held in the real estate sector with the high-quality power grid auxiliary assets held by the controlling shareholder of the company, power construction group, and the appraisal value of the owner’s equity of the assets is 24.653 billion yuan.
Tianyue advanced disclosed the issuance results: Saic Motor Corporation Limited(600104) and Xiaopeng automobile were allocated 49.75 million yuan each
Tianyue advanced (688234) disclosed the issuance results on January 6. Online investors abandoned the purchase of 21.7835 million yuan and offline investors abandoned the purchase of 0 yuan. In addition, the company disclosed the subscription results paid by strategic investors, Saic Motor Corporation Limited(600104) was allocated 49.7512 million yuan, and Xiaopeng automobile was allocated 49.7512 million yuan.
Geely Automobile: in December last year, the automobile sales volume was 159000, with a year-on-year increase of 3%
Geely Automobile: in December, the automobile sales volume was 15876500, with a year-on-year increase of 3% and a month on month increase of 17%; In December, the sales volume of new energy vehicles was 1881300, with a year-on-year increase of about 162%. The total sales volume of Geely Automobile in 2021 was 1328000, an increase of about 1% over the same period last year.
Zhejiang Wanliyang Co.Ltd(002434) acquired 51% shares of Zhejiang Wanliyang Co.Ltd(002434) energy to promote the expansion and strengthening of energy storage and other businesses
On January 6, Zhejiang Wanliyang Co.Ltd(002434) (002434) signed an equity transfer agreement with Zhejiang Wanliyang Co.Ltd(002434) group. The former purchased 51% of the shares of Zhejiang Wanliyang Co.Ltd(002434) energy company held by Zhejiang Wanliyang Co.Ltd(002434) group and other shareholders for 110 million yuan. Zhejiang Wanliyang Co.Ltd(002434) the energy company is mainly engaged in the investment and operation of energy storage power stations, with a revenue of 27.7049 million yuan and a net profit of 7.0703 million yuan in 2021. The company said that the acquisition is conducive to promoting Zhejiang Wanliyang Co.Ltd(002434) energy company to continuously expand and strengthen energy storage, spot trading in power market and other related businesses, and create new business and profit growth points for the company’s future development.
Great Wall Motor Company Limited(601633) : in 2021, the sales volume was 1.28 million, an increase of 15.24%
Great Wall Motor Company Limited(601633) (601633) announced on January 6 that the sales volume in December 2021 was 162369, with a year-on-year increase of 8.17%; The annual sales volume was 1.28 million, an increase of 15.24%. 22354 new energy vehicles were sold in December, and 136953 were sold from January to December.
Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) : the net profit in 2021 is expected to increase by 236% – 262% year-on-year
Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) (000629) announced on January 6 that the company’s pre profit in 2021 was 1.28 billion yuan – 1.38 billion yuan, an increase of 236.03% – 262.29% over the same period of last year (after adjustment). During the reporting period, the company made every effort to connect production and sales, and the price and sales volume of vanadium and titanium products increased significantly year-on-year.
Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) : the net profit in 2021 will increase by 201% – 276% year-on-year
Jiangsu Baichuan High-Tech New Materials Co.Ltd(002455) (002455) announced on January 6 that the company’s pre profit in 2021 was 200 million yuan – 250 million yuan, with a year-on-year increase of 200.95% – 276.19%. In 2021, the market demand of the company’s main products was strong, the sales price and sales volume increased significantly, and the company strengthened internal management, reduced costs and increased efficiency.
Shandong Jiangquan Industry Co.Ltd(600212) : the upstream coking enterprise plans to shut down, and the company will shut down a generator unit according to the supply of raw materials
Shandong Jiangquan Industry Co.Ltd(600212) (600212) announced on January 6 that the company recently received the notification letter on the shutdown of the enterprise from the upstream coking enterprise. The main contents of the notification letter are as follows: “according to the requirements of relevant national policy documents, our company plans to shut down in the near future. It is expected that we will not be able to continue to supply coke oven gas to your company after January 30, 2022 at the latest”. The above-mentioned shutdown will lead to insufficient supply of raw materials for one generator unit of the company’s thermal power business. The company will shut down one generator unit according to the raw material supply, which is expected to have a certain impact on the asset status and operating performance of the company’s thermal power business. In addition, the company plans to transfer all assets and related liabilities of its subordinate thermal power business to the outside world.
Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) : at present, the company is not involved in the income of “carbon sequestration transaction” and “meta universe” related businesses mentioned in the announcement
Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) (605069) announced on January 6 that the company announced the announcement of signing investment cooperation framework agreement with Tangshan Kaiping District People’s Government on January 1, which attracted high market attention. 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. The company’s share price has a large short-term increase, which may have speculation risk. Please pay attention to the trading risk of the secondary market.
Shenzhen Seg Co.Ltd(000058) : “5.18” SEG Plaza building vibration event had an impact on net profit of about 55 million yuan
Shenzhen Seg Co.Ltd(000058) (000058) announced on January 6 that after the “5.18” SEG square vibration incident, the company coordinated the business space of shops, underground shopping malls and other business spaces through multiple channels, provided convenient conditions for merchants’ production and operation, and made efforts to reduce the impact of the incident on the company. At present, during the normal operation of SEG Plaza building, according to the company’s accounting, the impact of the operating losses caused by the “May 18” emergency rescue project on the company’s net profit attributable to the listed company in 2021 is about 55 million yuan.
(Securities Times)
