Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
Bull Stock China Meheco Group Co.Ltd(600056) stop and connect to the board: intraday volume shock amplitude exceeding 12%
In the morning trading on March 22, bull stocks fluctuated violently within China Meheco Group Co.Ltd(600056) days and temporarily stopped four consecutive boards. As of press time, the share price was reported at 35.76 yuan, down 2.27%, and the transaction amount was close to 5 billion yuan, with an amplitude of more than 12% within the day.
Prior to that, China Meheco Group Co.Ltd(600056) gained 11 daily limit in nearly 14 trading days, with a cumulative increase of 230%.
On the news, China Meheco Group Co.Ltd(600056) said in March 9th that it would be responsible for the commercial operation of Pfizer COVID-19 virus treatment Paxlovid in the Chinese mainland market.
On the latest news, China Meheco Group Co.Ltd(600056) issued a risk warning announcement yesterday that the company will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID (hereinafter referred to as “product”) in the Chinese mainland market during the agreement period (2022). At present, the product has not entered the national medical 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 greatly uncertain due to factors such as epidemic prevention and control, and 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.
The \ Suzhou New District Hi-Tech Industrial Co.Ltd(600736) five connecting sector
The recently active real estate sector, the real estate sector that has been the most active in recent days, has seen a strong pull up again on the 2222nd day of the 2222nd day of the 22day of the 22day of the real estate sector, and as of the press, the Shenzhen Sdg Service Co.Ltd(300917) morethan 10 shares, including 5I5J Holding Group Co.Ltd(000560) , Cinda Real Estate Co.Ltd(600657) , Tianjin Tianbao Infrastructure Co.Ltd(000965) , Citychamp Dartong Co.Ltd(600067) , rose by the limit.
In terms of policy, on March 16, the financial stability and Development Commission of the State Council held a special meeting to study the current economic situation and capital market problems. The meeting proposed that real estate enterprises should timely study and put forward effective risk prevention and resolution solutions, and put forward supporting measures for the transformation to a new development model. Subsequently, the six ministries and commissions of the Ministry of finance, the State Administration of foreign exchange, the China Securities Regulatory Commission, the China Banking and Insurance Regulatory Commission, the central bank and the China Securities Regulatory Commission spoke intensively to stabilize market expectations. The main contents were not to expand the pilot scope of real estate tax during the year, increase M & a loan support, and focus on supporting high-quality enterprise M & A.
Dongxing Securities Corporation Limited(601198) pointed out that under the impact of shrinking demand and weakening expectation, both sides of supply and demand are facing great impact. The policy goal of “stabilizing land price, house price and expectation” will face great challenges, and it is urgent to further strengthen the maintenance of market stability. The healthy and stable market is not only the need to prevent and resolve risks, but also the basis for the transformation of the industry to a new development model.
The agency believes that the central government’s attitude towards real estate regulation has changed significantly. With the current clear policy tone and encouragement direction, the support of demand side policies is expected to be more accurate and intensive, and the support of financial institutions to both ends of supply and demand is expected to be further strengthened. The advantage of financing will promote high credit real estate enterprises to gain advantages in the land and M & a market. The continuous land acquisition and promotion ability and high-quality credit endorsement are also expected to seize the opportunity when the demand recovers and further improve the market share. Recommended China Vanke Co.Ltd(000002) , Poly Developments And Holdings Group Co.Ltd(600048) , Gemdale Corporation(600383) . The support from the financing side, after meeting the steady central enterprises and real estate enterprises in the head, will gradually overflow to the stable private enterprises, and the market will gradually restore confidence in the stable private enterprises. It is suggested to continue to track the leaders of the stable private real estate enterprises, such as Longhu group and country garden.
Northeast Securities Co.Ltd(000686) believes that the relaxation of policies continues to increase, the upward trend of the industry beta remains unchanged, the steady concentration of Green Housing enterprises accelerates, and the advantages of the leading green housing enterprises in investment and financing appear. At the same time, with the strengthening of pre-sale supervision and credit regulation at the present stage, the opportunities for improving the liquidity of private housing enterprises increase, the valuation cost performance is prominent, and the allocation can be moderately lowered to the elastic target of the waist. A shares are recommended China Vanke Co.Ltd(000002) , Poly Developments And Holdings Group Co.Ltd(600048) China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) Gemdale Corporation(600383) Jinke Property Group Co.Ltd(000656) Hangzhou Binjiang Real Estate Group Co.Ltd(002244) ； H shares recommend Longhu group, China Resources Land, China Overseas Development and Xuhui holding group.
release of heavyweight documents energy storage concept stocks pull up Shenzhen Tongye Technology Co.Ltd(300960) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) and other daily limits
Boosted by the launch of the implementation plan for the development of new energy storage in the 14th five year plan, and boosted by the release of the implementation plan for the development of new energy storage in the 14th five year plan, the concept of energy storage stocks pulled up in the 22day session of the 22day session on the 22day of the 22day of the 22day of the 22day of the 22day of the 22day of the 22day of the 22day of the 22day of the 22day of the 22day, and by the time of writing, the Shenzhen Tongye Technology Co.Ltd(300960) 960960 before.
In terms of news, on March 21, the national development and Reform Commission and the Energy Administration issued the implementation plan for the development of new energy storage in the 14th five year plan, which proposed that by 2025, the new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. The innovation ability of new energy storage technology has been significantly improved, the independent and controllable level of core technology and equipment has been greatly improved, the standard system has been basically improved, the industrial system is becoming more and more complete, and the market environment and business model are basically mature. Among them, the performance of electrochemical energy storage technology is further improved, and the system cost is reduced by more than 30%; Steam extraction and energy storage of thermal power and nuclear power units rely on new energy storage technology of conventional power supply and energy storage technology of 100MW compressed air to realize engineering application; Megawatt flywheel energy storage and other mechanical energy storage technologies are gradually mature; Breakthroughs have been made in long-time scale energy storage technologies such as hydrogen energy storage and hot (cold) energy storage.
By 2030, new energy storage will be fully market-oriented. The new energy storage core technology and equipment are independent and controllable, the technological innovation and industrial level are firmly in the forefront of the world, the market mechanism, business model and standard system are mature and sound, and are deeply integrated with all links of the power system, which basically meets the needs of building a new power system and comprehensively supports the realization of the goal of carbon peak in the energy field as scheduled.
The plan also proposes to promote the construction of system friendly new energy power stations. In areas rich in new energy resources, such as Inner Mongolia, Xinjiang, Gansu and Qinghai, as well as other areas with high penetration of new energy, focus on the layout of a number of system friendly new energy power stations with reasonable new energy storage, promote the application of innovative technologies such as high-precision long-time scale power prediction and intelligent dispatching control, ensure the efficient consumption and utilization of new energy, and improve the compatibility and capacity support capacity of new energy. Promote the development and consumption of large-scale wind power photovoltaic bases in Gobi desert. Cooperate with the development of large-scale wind power photovoltaic bases in desert, Gobi, desert and other regions, study the configuration technology, reasonable scale and operation mode of new energy storage, explore the use of renewable energy to produce hydrogen and support large-scale new energy export.
Yingda Securities pointed out that recently, energy storage policies have been issued frequently, and 12 new energy allocation energy storage policies and energy storage plans have become the focus of the market. The implementation plan for the development of new energy storage in the 14th five year plan defines all other energy storage technologies and forms except pumped storage, that is, new energy storage. By 2025, it will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercial application. Among them, in 2025, the performance of electrochemical energy storage technology will be further improved and the system cost will be reduced by more than 30%. At the same time, the State Grid and China Southern Power Grid have successively issued their own energy storage development goals, and the central energy and power enterprises in the 14th five year plan are expected to become the main force of energy storage project investment.
Anxin Securities said that from the national top-level design to the policies issued by local provinces and cities, energy storage has become an important means to solve the energy reform. 2022 is the year of large orders for energy storage, and the enterprises that take the lead in obtaining orders are expected to occupy the first mover advantage. Enterprises with the ability to obtain orders and expand their scale are able to meet the further expansion of the market.
456 etc. daily limit
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It is reported that at present, digital RMB is piloted in “10 + 1” regions or scenarios. The governments of 10 pilot regions actively promote the application of digital RMB in C-end and b-end through preferential incentives; The Beijing Winter Olympics provides a unique application scenario for international friends in China and actively promotes the cross-border application of digital RMB. By the end of 2021, 261 million personal digital RMB wallets had been opened, with a transaction amount of 87.6 billion yuan, an increase of 11.5 times and 154% respectively compared with the end of June 2021, but there is still great room for improvement compared with the transaction amount of one million billion yuan per quarter of mobile payment. At the beginning of 2022, the digital RMB (pilot version) app was officially launched in major mobile app stores, and the popularity of digital RMB may continue to improve.
Ping An Securities pointed out that the digital RMB adopts a two-tier operation mode. Under the premise of central bank centralized management, commercial banks and relevant institutions jointly promote the application pilot. Jingdong, meituan and other companies are leading the Internet industry in the application of digital RMB, mainly due to strong promotion willingness, rich consumption scenarios and large preferential incentives. By the end of 2021, more than 1 million users had used digital RMB in jd.com, with a cumulative consumption of more than 200 million yuan. In terms of consumption scenarios, jd.com and meituan have rich e-commerce and local life application scenarios. In terms of preferential incentives, in addition to the traditional discount coupons, JD became the first company to use digital RMB to pay salaries, and meituan launched digital RMB low-carbon cycling activities. Compared with Jingdong and the US group, WeChat and Alipay were relatively slow to participate in the trial. They did not use a large number of incentives to encourage consumers to use digital Renminbi.
The agency said it would seize the digital RMB investment opportunities from both hardware equipment and software systems. At present, the digital RMB is in the initial stage of development, and opportunities and challenges are growing. Hardware manufacturers may benefit from the market opportunities brought by the digital RMB “Hard Wallet”. A major feature of digital RMB is that it supports payment by hardware such as mobile NFC, bracelet and wearable devices. With the improvement of the acceptance of relevant “hard wallets”, relevant digital RMB hardware developers will have the opportunity to obtain more relevant orders and promote the improvement of performance. Software manufacturers may benefit from the business growth brought by the upgrading of the financial system. With the popularity of digital RMB, relevant financial institutions need to upgrade the matching of relevant software systems, or will bring huge demand for system upgrading for relevant software manufacturers.
Shanghai will vigorously develop hydrogen energy industry organization believes that hydrogen production end and hydrogen consumption end are expected to benefit
The Party group meeting and executive meeting of Shanghai municipal government held on March 21 agreed in principle with the medium and long term plan for the development of Shanghai’s hydrogen energy industry (20222035), and pointed out that the development of hydrogen energy industry is not only an important means for Shanghai to accelerate the realization of the “double carbon” goal, but also an important choice to seize a new green and low-carbon track and cultivate and expand new kinetic energy.
Recently, a number of major hydrogen energy projects such as Tianjin, Guangdong and the State Power Investment Corporation have started one after another, and the industrial development has the potential to accelerate. China hydrogen energy alliance predicts that the output value of China’s hydrogen energy industry will reach 1 trillion yuan from 2020 to 2025 and 5 trillion yuan from 2026 to 2035. Since last year, at the national level, policies related to hydrogen energy and fuel cells have been continuously strengthened to promote the promotion and application of hydrogen energy and fuel cells.
Founder Securities Co.Ltd(601901) pointed out that hydrogen energy is a kind of secondary energy with wide sources, clean and carbon free, flexible and efficient, and rich application scenarios. It is an ideal interconnection medium to promote the clean and efficient utilization of traditional fossil energy and support the large-scale development of renewable energy. It is the best choice to realize large-scale and deep decarbonization in transportation, industry, construction and other fields. The hydrogen energy industry chain is long, and the rapid development of hydrogen energy industry is expected to drive the local economic development. National policies mainly provide policy support from the aspects of strategic planning, scientific and technological research and development, industry management and fiscal and tax incentives. The key support directions are renewable energy non hydrogen energy technology, industrialization of key parts of fuel cell and vehicle demonstration application. In terms of technical feasibility, hydrogen energy has made a breakthrough in the feasibility study no matter at the production end, storage, non transportation end or application end. In terms of economic feasibility, hydrogen energy is expected to significantly reduce its cost in the future with the development of technology and market scale. In the long run, it is expected to become an important part of the fuel cell market with the advantages of low fuel speed and environmental protection.
Citic Securities Company Limited(600030) suggests that at the hydrogen production end, the technical route of hydrogen production from renewable energy is highly deterministic and the outbreak is approaching. It is suggested to pay attention to the investment opportunities brought by: Sungrow Power Supply Co.Ltd(300274) , Ningxia Baofeng Energy Group Co.Ltd(600989) , Shanxi Meijin Energy Co.Ltd(000723) , Longi Green Energy Technology Co.Ltd(601012) and other companies and electrolytic cells; In the hydrogen end low-carbon metallurgy scenario, in the long run, it is recommended to focus on Baoshan Iron & Steel Co.Ltd(600019) , which has a relatively high market share and is distributed with green steel; It is suggested to focus on Beijing Sinohytec Co.Ltd(688339) , Shanxi Meijin Energy Co.Ltd(000723) , Shenzhen Center Power Tech.Co.Ltd(002733) , Dongyue Group; The large amount of hydrogen fuel cell will lead to the change of upstream metal platinum demand, which will bring investment opportunities.
wind power photovoltaic grid connected data increased more than expected during the 14th Five Year Plan period, the wind and solar installation center is expected to rise further (with shares)
The National Energy Administration recently released the statistical data of the national power industry from January to February, and the installed capacity of Fengguang was much higher than expected. Among them, the wind power industry added 5.73gw of grid connection in the first two months, an increase of 60%; The photovoltaic industry was connected to the grid for 10.86gw in the first two months, with an increase of 234%.
Citic Securities Company Limited(600030) believes that the 2022 government work report points out that it is necessary to orderly promote the work of carbon peak and carbon neutralization, promote the transformation of low-carbon energy, and promote the planning and construction of large-scale wind power bases and their supporting regulatory power sources. Under the tone of steady growth, the “double carbon” goal not only defines the stable infrastructure investment, but also lays a foundation for the energy revolution and energy transformation.
In terms of photovoltaic, overseas rush to install drives demand, and the operating rate of the industrial chain continues to rise. With the launch of the Fengguang base project, the global installed capacity is expected to exceed expectations in 2022. High quality companies in photovoltaic silicon materials, adhesive films, modules, inverters and equipment are mainly recommended; In terms of wind power, the bidding of wind power continues to exceed expectations, reflecting the continuous improvement of the industry prosperity. Land wind is expected to rebound significantly in 2022. We are optimistic about the restoration of wind power landscape and the export opportunities of wind turbines in overseas markets.
During the “14th five year” period during the “14th five year plan” period, the central hub for the scenery and scenery is expected to go up further. Proposals in the field of photovoltaic are expected to focus on the silicon faucthat benefits from the ever tight supply and demand landscape. During the “14th five five year” period, during the “14th five year” period, the central hub for the scenery and scenery during the “14th five five year” period, the central hub for the scenery and the scenery of the landscape during the “14th five five year plan” period, where the central hub for the scenery ”’s expected to be expected to be expected to be the focus of the recommendations in the photovoltaic field. The main focus of the recommendations in the photovoltaic field is to focus on the silicon tap that benefits from a constantly tight supply and demand pattern. Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) 00434343438 \ \, Ningbo Deye Technology Co.Ltd(605117) etc., rubber film link faucet Hangzhou First Applied Material Co.Ltd(603806) , High quality supplier of carbon / carbon heat field Kbc Corporation Ltd(688598) , battery laser equipment faucet Wuhan Dr Laser Technology Corp.Ltd(300776) , component series welding machine faucet Wuxi Autowell Technology Co.Ltd(688516) ; In the field of wind power, it is suggested to focus on Xinjiang Goldwind Science And Technology Co.Ltd(002202) , Ming Yang Smart Energy Group Limited(601615) , Riyue Heavy Industry Co.Ltd(603218) , Ningbo Orient Wires & Cables Co.Ltd(603606) and others that benefit from the upgrading of wind power technology.
