Today (March 21), A-Shares rose and fell in the morning, and the stock index rebounded in the afternoon, showing a V-shaped reversal pattern. On the disk, in terms of industry, agriculture, animal husbandry, feeding and fishery, medicine and commerce, batteries, traditional Chinese medicine, food and beverage, engineering construction, real estate and other sectors led the increase; Insurance, securities, wind power, banking, education and other sectors led the decline. In terms of subject stocks, longevity medicine, prefabricated vegetable concept, aquaculture, building energy conservation, agricultural planting, chicken concept, covid-19 medicine, power exchange concept, fluorine chemical industry and other sectors rose higher; Brokerage concept, cross-border payment and other small callback.
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On the news, according to the previous announcement, China Meheco Group Co.Ltd(600056) signed an agreement with Pfizer Inc in March 9, 2022, and the company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID in Chinese mainland market during the agreement period (2022).
According to China Meheco Group Co.Ltd(600056) official account, in March 19th, the first batch of COVID-19 virus treatment drugs PAXLOVID, which was co operated by China Meheco Group Co.Ltd(600056) and Pfizer, has been transported to the Daxing logistics center of China Meheco Group Co.Ltd(600056) . All goods are subject to the closed-loop management of the whole transportation process in accordance with the epidemic prevention requirements related to import and export, and the acceptance and warehousing and other related work have been completed. At present, the company has received the order of urgent drug guarantee, and all drugs are being transported to the national anti epidemic front line.
The company recently issued a risk warning that the recent rise of the company’s share price may have exceeded the impact of relevant matters on the company’s performance, and there may be irrational investment. Please pay attention to investment risks, make rational decisions and invest prudently.
The company signed an agreement with Pfizer Inc in March 9, 2022, and the company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus PAXLOVID in Chinese mainland market during the agreement period (2022). On February 11, 2022, the State Drug Administration approved the import registration of the product with conditions. The product is a prescription drug. In March 15th, the national health and Health Committee released the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The product was included in the ninth edition of the treatment plan, but it has not yet entered the national health insurance. If it is included in the national medical insurance, it may have an impact on the sales price. The final use and sales of the product are affected by factors such as epidemic prevention and control, and there is great uncertainty. It is expected that the relevant business scale accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent operating performance.
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On the 21st, the concept of power exchange rose in intraday trading. As of press time, Beijing Sojo Electric Co.Ltd(300444) “20cm” limit, Hanma Technology Group Co.Ltd(600375) , Aima Technology Group Co.Ltd(603529) , Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Suzhou Industrial Park Heshun Electric Co.Ltd(300141) , Gcl Energy Technology Co.Ltd(002015) , Flying Technology Co.Ltd(603488) and other increases were higher. On the news side, the data show that as of February 2022, the number of power exchange stations of China’s major power exchange operators has reached 1405, with a year-on-year increase of 111.92%, which is also an increase of more than 100% in the number of power exchange stations for five consecutive months.
It is reported that the battery replacement mode is a form of providing electric energy supply for electric vehicles by quickly replacing the power battery through special devices or manual assistance. The battery can be removed from the electric vehicle, and users can choose charging service or battery replacement service according to their own needs. Based on the consideration of efficiency and cost, the future charging and power exchange modes will have their own application scenarios and customer base, and the power exchange mode will become an important supplement to the charging mode.
In addition, with the gradual clarification of the policy support orientation of the power exchange mode and the recognition of the power exchange mode by consumers, many enterprises have issued the construction plan of the power exchange station. By 2025, Weilai automobile, Geely Automobile, Aodong new energy, Sinopec and state power investment plan to build 4000, 5000, 10000, 5000 and 4000 exchange power stations respectively, Gcl Energy Technology Co.Ltd(002015) plan to build 5 Jointo Energy Investment Co.Ltd.Hebei(000600) 0 exchange power stations, reaching 33500 in total.
China Securities Co.Ltd(601066) Securities pointed out that from 2021 to 2025, the cumulative demand for power exchange stations in China is expected to reach 28500, including 12300 new power exchange stations in 2025, corresponding to 35.757 billion new equipment investment in that year, which is expected to drive the rapid growth of the demand for core parts.
The rise of energy-saving buildings
On March 21, the building energy conservation sector continued to rise, and individual stocks lifted the limit tide. As of press time, Ningbo Xianfeng New Material Co.Ltd(300163) , Jiangsu Jingxue Insulation Technology Co.Ltd(301010) , Sinoma Energy Conservation Ltd(603126) and other 10 stocks have risen the limit, and Beijing Kingfore Hv & Energy Conservation Technology Co.Ltd(001210) , Zhejiang Construction Investment Group Co.Ltd(002761) , Hongbaoli Group Corporation Ltd(002165) and other stocks have led the rise.
Recently, the Ministry of housing and urban rural development issued the “14th five year plan” for building energy conservation and green building development. It is clear that by 2025, new urban buildings will be fully built into green buildings, building energy efficiency will be steadily improved, building energy consumption structure will be gradually optimized, the growth trend of building energy consumption and carbon emission will be effectively controlled, and a green, low-carbon and circular construction and development mode will be basically formed.
The plan also requires that by 2025, the energy-saving transformation area of existing buildings will be more than 350 million square meters, the construction of ultra-low energy consumption and near zero energy consumption buildings will be more than 50 million square meters, and the proportion of prefabricated buildings in new urban buildings in that year will reach 30%.
In addition, the general code for building energy conservation and renewable energy utilization will be officially implemented on April 1, which is a “full text mandatory” document of the Ministry of housing and urban rural development.
Citic Securities Company Limited(600030) believes that the “14th five year plan” for building energy efficiency and green building development is based on the “double carbon” goal and the increasing demand of people for a better living environment. The organization refines and sums up the key tasks proposed in the “plan” in four aspects, including building development direction (building high-quality green buildings, improving building energy efficiency, promoting ultra-low energy consumption buildings, near zero energy consumption buildings, etc.), building energy application (promoting Cecep Solar Energy Co.Ltd(000591) building application, etc.), building construction mode (developing prefabricated buildings and prefabricated decoration, etc.), and the use of building materials (promoting the promotion and application of green building materials, etc.).
soliciting opinions on the code for residential projects elevator new demand shows a steady upward trend (with shares)
Recently, the Ministry of housing and urban rural development solicited public opinions on the code for residential projects (Draft for comments). For the setting of elevators in new residential buildings, the exposure draft requires that for residential buildings with two or more floors, at least one elevator shall be set in each unit, and the depth of the car shall not be less than 1.40 meters, the width shall not be less than 1.10 meters, and the height from the center of the call button to the ground shall be 0.85 meters to 1.10 meters.
China Merchants Securities Co.Ltd(600999) pointed out that although China has a large number of elevators, the per capita ownership is only 1 / 3 of the world average South Korea’s per capita elevator ownership is 140 sets / 10000 people, and the European average is 105 sets / 10000 people. In 2018, China’s per capita elevator ownership was only 48 sets / 10000 people, and China’s per capita elevator ownership of urban population was only 84 sets / 10000 people. With the increase of urbanization rate and per capita elevator ownership, China’s new elevator market demand is far from peaking.
The agency believes that the downstream of the elevator is mainly residential demand (including the installation of new elevators in old buildings), accounting for 60-70%, followed by renewal demand, infrastructure demand and export, which are mainly these four parts. The new demand for elevators is steadily rising, and the growth rate of renewal demand is gradually rising, exceeding 20% every year, which is significantly faster than the new demand. The market demand in 2020 / 2021 is 950000 and 1.05 million units respectively, with a compound annual growth rate of 10%, and the market space is 190.7 billion and 209.9 billion respectively. Recommended elastic variety Canny Elevator Co.Ltd(002367) , recommended to pay attention to Shanghai Mechanical & Electrical Industry Co.Ltd(600835) , Guangzhou Guangri Stock Co.Ltd(600894) .
the first subway Beidou Positioning system starts construction Beidou application or will develop at a high speed (with shares)
China Central Television News reported that on March 20, the construction of China’s first subway Beidou Positioning System began on the Beijing Metro capital airport line, which is China’s largest indoor space navigation and positioning system. It is expected to be completed within this year. The subway Beidou Positioning System started this time covers 30 kilometers of Beijing Metro capital airport line and 5 stations. It is an important supporting demonstration project of the national key research and development plan “key technologies for efficient transportation and safety service of super urban rail transit system”.
It is understood that the subway Beidou Positioning System will improve the positioning accuracy of the underground space of the subway station to better than 2m. It can not only be used for vehicle scheduling, passenger transport organization, emergency disposal, etc. at the same time, passengers can use mobile phone map to realize the navigation and positioning of complex space in the subway station through three-dimensional navigation. The construction of the system will play an important role in accelerating the intelligent service and maintenance of urban rail transit, improving user experience, improving operation efficiency and reducing management cost.
Huaxi Securities Co.Ltd(002926) pointed out that the Beidou system is rapidly penetrating into thousands of industries. At present, it has fully served the fields of transportation, public safety, urban governance, disaster relief and disaster reduction, agriculture, forestry, animal husbandry and fishery, and the new business form of “industry + Beidou” is not decreasing; “5g + Beidou” is also boosted by policies such as the 14th five year plan for the development of digital transportation. It will flourish in all regions and fields across the country. It is expected that two passengers and one danger will benefit first.
The agency believes that the current popular Beidou applications such as Internet of vehicles, smart transportation, smart city, fine agriculture and smart grid are still in the initial stage of development, and the industry penetration is not high. However, with the completion of beidou-3 networking, the national 14th five year plan policy and financial support, and the deepening cooperation between local governments and operators, Beidou application will develop at a high speed driven by policy + technology + market.
In terms of investment opportunities, Huaxi Securities Co.Ltd(002926) combs three directions: 1) with the beidou-3 system officially put into operation in 2020, China Spacesat Co.Ltd(600118) navigation and location service industry chain has achieved steady growth in all links, including chips, devices, software, navigation data, terminal equipment, infrastructure and other core output values have increased rapidly, especially in the early stage of application laying, upstream chips, devices, modules and software have taken the lead in benefiting, Relevant listed companies include Chengdu Corpro Technology Co.Ltd(300101) , Piesat Information Technology Co.Ltd(688066) , Guangzhou Haige Communications Group Incorporated Company(002465) , Hwa Create Corporation(300045) .
2) with the application and promotion of beidou-3 system, the upgrading of Beidou terminal is expected to bring a new round of order demand from terminal equipment manufacturers. The 14th five year plan for the development of digital transportation issued by the Ministry of communications recently further promotes the promotion of Beidou terminals in railway, highway, water transportation, civil aviation, postal and other fields. We expect that two passengers and one danger will be the first to drive the upgrading process of Beidou terminal 3. Relevant listed companies include Guangzhou Haige Communications Group Incorporated Company(002465) , Hwa Create Corporation(300045) , etc.
3) at present, the application of Beidou in the Internet of vehicles, rail transit, smart city and Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) and other industries is gradually infiltrating, especially in the field of high-precision positioning, disaster monitoring, automatic driving of agricultural machinery and other fields. The listed companies with deep-rooted applications are expected to benefit, including Beijing Bdstar Navigation Co.Ltd(002151) , Shanghai Huace Navigation Technology Ltd(300627) , etc.
Guangzhou Petrochemical high purity hydrogen factory breaks through 300 tons hydrogen energy industry chain or concern
China Petroleum & Chemical Corporation(600028) news network reported that as of March 18, Guangzhou Petrochemical had delivered 304.65 tons of high-purity hydrogen. Since March, Guangzhou Petrochemical has continued to optimize production and filling, gradually increasing the average daily filling from 6 vehicles at the beginning of the month to 9 vehicles, and the filling volume from 1.192 tons to 2.068 tons. The filling delivery volume continued to rise. At present, the development of hydrogen energy industry in Dawan District of Guangdong, Hong Kong and Macao is accelerating. The China Petroleum & Chemical Corporation(600028) hydrogen energy network radiates Guangzhou, Dongguan, Foshan and other places to provide guarantee for cross regional fuel supply of hydrogen bus and hydrogen logistics vehicle.
On December 15, 2020, Guangzhou Petrochemical high purity hydrogen phase I hydrogen fuel cell hydrogen supply center project was officially put into operation. The purity of hydrogen produced reached 99.999%, and all projects met the standard of hydrogen fuel cell; In July 2019, China’s first oil and hydrogen joint construction station China Petroleum & Chemical Corporation(600028) Guangdong petroleum Foshan Zhangkeng oil and hydrogen joint construction station was completed. At present, China Petroleum & Chemical Corporation(600028) Guangdong Petroleum Branch has built 9 oil and hydrogen joint construction stations, and 100 oil and hydrogen joint construction stations are planned to be built in Guangdong during the 14th five year plan.
China Galaxy Securities Co.Ltd(601881) Securities believes that hydrogen energy vehicles have maintained a high growth rate of sales and ownership in recent years, with compound annual growth rates of 63% and 114% in 2016 and 2019 respectively. Fuel cell has the advantages of high efficiency, low pollution, low noise and fast charging. In 2020, the global fuel cell market will reach US $4.2 billion. On the cost side, there is much room for fuel cell cost reduction. It is estimated that the annual system cost will be reduced by about 14% from 2020 to 2030. In the long run, fuel cell vehicles will still be the main growth force of the fuel cell market.
Ping An Securities pointed out that China has become the world’s largest producer of hydrogen, but at present, hydrogen mainly comes from gray hydrogen (fossil fuel), but the by-product hydrogen of chemical process has low cost and large output, and matches with hydrogen energy demonstration cities, which is the most realistic hydrogen source in the short term; With the promotion of the carbon market, the demand for green hydrogen is gradually increasing. In the future, the production of green hydrogen from electrolytic water supporting large-scale photovoltaic power generation or wind power generation will become a trend. As the hydrogen energy industry is gradually used in automobile and industry, the utilization of hydrogen energy will gradually increase. Pay attention to the application of hydrogen by-product of propane dehydrogenation and ethane cracking. The development of green hydrogen industry will promote the demand for electrolytic cells and new energy equipment, and new energy operators will also benefit.
