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40%
On the morning of March 24, CXO leader Wuxi Apptec Co.Ltd(603259) bucked the market and became popular. As of press time, the share price was reported at 112.08 yuan, up 1.54%, up nearly 40% from the lowest point of this round of rebound.
According to the news, on March 23, Wuxi Apptec Co.Ltd(603259) released its annual performance report, which said that the operating revenue in 2021 was about 22.902 billion yuan, an increase of 38.5% year-on-year; The net profit attributable to shareholders of listed companies was about 5.097 billion yuan, a year-on-year increase of 72.19%.
During the reporting period, the company achieved a gross profit of 8.31 billion yuan, an increase of 32.28% over the same period in 2020; The gross profit margin of the main business was 36.27%, down 1.7 percentage points from the same period last year, mainly due to the negative impact on the company’s revenue and gross profit caused by the sharp depreciation of the US dollar against the RMB in 2021; The price rise of raw materials caused by the price rise of bulk materials; The impact of the exemption of social security expenses during the epidemic period in China last year.
In terms of business, the revenue of chemical business was 14.087 billion yuan, a year-on-year increase of 46.93%, the revenue of testing business was 4.525 billion yuan, a year-on-year increase of 38.03%, the revenue of biological business was 1.985 billion yuan, a year-on-year increase of 30.05%, the revenue of cell and gene therapy ctdmo business was 1.026 billion yuan, a year-on-year decrease of 2.79%, and the revenue of China new drug R & D service department was 1.251 billion yuan, a year-on-year increase of 17.47%.
In addition, statistics show that on March 23, a total of 736 stocks received northward funds, and their holdings increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, among the overweight shares, 10 have an increased market value of more than 100 million yuan, the largest is Wuxi Apptec Co.Ltd(603259) , the latest holding is 172 million shares, an increase of 2.54% month on month, and the increased market value is 471 million yuan.
7 day’s sharp rise exceeds 80%
Covid-19 drug concept strengthened again on the 24th. As of press time, Shanghai Pharmaceuticals Holding Co.Ltd(601607) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Star Lake Bioscience Co.Inc.Zhaoqing Guangdong(600866) , etc. rose by the limit; Covid-19 detection concept also increased, Getein Biotech Inc(603387) limit, Andon Health Co.Ltd(002432) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Sino Biological Inc(301047) , etc. It is worth noting that Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) has increased the limit for seven consecutive trading days, and Jinghua Pharmaceutical Group Co.Ltd(002349) has increased by more than 80% in recent seven trading days.
Recently, the national health and Health Committee issued the “New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)”. On the basis of nucleic acid detection, add antigen detection as a supplement, add Pfizer COVID-19 oral medicine Paxlovid and Tengsheng Bo medicine neutralizing antibody into the diagnosis and treatment plan, and improve the content of Chinese medicine treatment.
In addition, according to the licensing results of Pfizer covid-19 specific drugs published by the drug patent pool in Geneva, agreements have been signed with 35 pharmaceutical enterprises to allow them to produce nimatrilvir API or preparation, one of the components of Pfizer’s new oral drug paxlovid. Among the 35 authorized companies, 9 will be responsible for the production of preparations, 6 will focus on the production of APIs, and the other 20 enterprises will produce APIs and preparations at the same time. It covers 12 countries: Bangladesh, Brazil, China, Jordan, India, Israel, Mexico, Pakistan, South Korea, Vietnam, Serbia and Dominican Republic. The authorized enterprises include five Chinese enterprises, namely Shanghai Desano, Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Apeloa Pharmaceutical Co.Ltd(000739) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) Apeloa Pharmaceutical Co.Ltd(000739) and Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) only produce APIs, and the other three can produce APIs and preparations at the same time.
Ping An Securities pointed out that vaccine + antigen detection + oral drugs are the best combination of prevention and control to improve the efficiency of epidemic prevention and control. The improvement of this set of prevention and treatment combination is conducive to solving the problem of medical resource run. Among them, the vaccine can provide the initial protection mechanism for the people. Patients with symptoms can use the antigen kit to detect themselves at home, and patients can take covid-19 small molecular drugs after diagnosis, so as to further reduce the severe rate and solve the problem of medical resource run caused by patients’ hospitalization, so that China is expected to enter the strategic stage of actively attacking covid-19 this year, Usher in the opportunity to gradually open the door of the country. The change of the diagnosis and treatment plan further improves the prevention and control efficiency of China’s response to covid-19 epidemic, and reduces the negative impact of the continuous outbreak of the epidemic on society as much as possible. Based on China’s huge population base, the corresponding covid-19 drugs and antigen detection have a large market space, which is conducive to the performance of relevant production and industrial chain enterprises.
Sinolink Securities Co.Ltd(600109) said that they continue to be optimistic about the upstream API sector of the industrial chain and the upstream pharmaceutical supply chain: (1) the dual path growth of industrial upgrading and industrial extension of the API sector. It is expected that the profitability of the API sector will continue to be improved in 2022. (2) Focus on the investment opportunities in the supply chain during the 14th Five Year Plan period (industrial upgrading + domestic substitution), including subdivided fields such as equipment and equipment, scientific instruments, upstream reagent consumables for scientific research, upstream consumables for pharmaceutical industry and raw and auxiliary material packaging materials. It is suggested to focus on the two main lines of high performance growth and epidemic prevention and control. Epidemic prevention and control mainly includes detection and killing, including detection and killing, vaccines and specific drugs and their R & D industrial chain, upstream supply chain, etc., with emphasis on vaccines and specific drugs (domestic and foreign) and their R & D industrial chain. It is suggested to pay attention to: Wuxi Apptec Co.Ltd(603259) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , stone Pharmaceutical Group, Zhejiang Starry Pharmaceutical Co.Ltd(603520) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , etc.
hydrogen energy concept is active again Guangdong No.2 Hydropower Engineering Company Ltd(002060) four link board Citychamp Dartong Co.Ltd(600067) , Beijing Jingcheng Machinery Electric Company Limited(600860) three consecutive daily limit
Hydrogen energy concept stocks were active again in the session on the 24th. As of press time, Citychamp Dartong Co.Ltd(600067) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Beijing Jingcheng Machinery Electric Company Limited(600860) , Ningxia Younglight Chemicals Co.Ltd(000635) and other trading limits, while Hengguang shares, Sunfly Intelligent Technology Co.Ltd(300423) , Zhejiang Provincial New Energy Investment Group Co.Ltd(600032) and other stocks rose higher.
It is worth noting that Citychamp Dartong Co.Ltd(600067) , Beijing Jingcheng Machinery Electric Company Limited(600860) have been trading for three consecutive trading days and Guangdong No.2 Hydropower Engineering Company Ltd(002060) for four consecutive trading days.
Beijing Jingcheng Machinery Electric Company Limited(600860) pointed out in the announcement yesterday that the company’s main business is the manufacturing of gas storage and transportation equipment, which does not involve the hydrogen energy battery industry, and the sales revenue of the company’s hydrogen storage bottles and other related products is relatively small compared with other main products of the company, which has a limited contribution to the performance of the company. The company has not found any media reports or market rumors that may have a significant impact on the company’s stock trading price, and the company has not found any other major events that may have a significant impact on the company’s stock price.
Citychamp Dartong Co.Ltd(600067) said that the company’s current production and operation is normal, and there is no major information that should be disclosed but not disclosed. Recently, the company’s business situation and internal and external business environment have not changed significantly. The company has not found any media reports, market rumors or other events involving hot concepts that may have a significant impact on the company’s stock trading price.
Guangdong No.2 Hydropower Engineering Company Ltd(002060) pointed out that up to now, the company’s operation has been healthy and orderly, and there has been no significant change in the company’s main business, operation and internal and external business environment in the near future. On March 18, 2022, the company signed the framework agreement on issuing shares to purchase assets with construction engineering holdings and Guangdong Construction Engineering Group Co., Ltd. the company plans to purchase 100% equity of Construction Engineering Group held by construction engineering holdings by issuing shares, and raise matching funds of no more than 2 billion yuan from non-public issuance of shares to no more than 35 qualified specific investors, And the number of shares issued shall not exceed 30% of the total share capital of the company before this transaction. In addition, construction engineering holdings does not plan other major matters related to the company.
For the hydrogen energy industry, yesterday, the national development and Reform Commission and the National Energy Administration jointly issued the medium and long term plan for the development of hydrogen energy industry (20212035). The plan defines the energy attribute of hydrogen, affirms that hydrogen energy will become an important part of the future national energy system, and determines hydrogen production from renewable energy as the main development direction. This is China’s first medium and long-term development plan for hydrogen energy industry, which is conducive to promoting the high-quality development of hydrogen energy industry.
Huachuang Securities said that the industrial development plan of hydrogen energy from 2021 to 2035 was officially implemented. As an important part of clean energy, hydrogen energy is of great significance for the realization of the double carbon goal. The formal implementation of the roof design will further promote the development of hydrogen energy related industries and the large-scale and market-oriented process of hydrogen energy. Suggestions: (1) hydrogen preparation, storage, transportation and filling links: Shanxi Meijin Energy Co.Ltd(000723) , Houpu Clean Energy Co.Ltd(300471) , Fujian Snowman Co.Ltd(002639) , Shenzhen Center Power Tech.Co.Ltd(002733) , Zhangjiagang Furui Special Equipment Co.Ltd(300228) , Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) , etc; (2) Application links of hydrogen energy terminal: Beijing Sinohytec Co.Ltd(688339) , Weichai Power Co.Ltd(000338) , etc.
agricultural sector rose Jinjian Cereals Industry Co.Ltd(600127) , Fujian Wanchen Biotechnology Co.Ltd(300972) and other higher
The agricultural sector rose in intraday trading on the 24th. As of press time, Jinjian Cereals Industry Co.Ltd(600127) led, Fujian Wanchen Biotechnology Co.Ltd(300972) , Hunan Xiangjia Animal Husbandry Company Limited(002982) , Qingdao Vland Biotech Inc(603739) , Dongrui Food Group Co.Ltd(001201) , Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) , Tangrenshen Group Co.Ltd(002567) , etc. all strengthened.
For each sub sector within the sector, Sealand Securities Co.Ltd(000750) pointed out that it reiterated that the pig sector is still in an important layout window period: 1) the capacity continues to be decommissioned, which has decreased month on month for eight consecutive months since July last year, the capacity decline has maintained high intensity, the direction of decommissioning has maintained high stability, and is expected to accelerate under multiple factors such as supply and demand and cost; 2) The pig price is in the bottom area, and the downward space is very small, which is in an environment extremely conducive to the deregulation of production capacity; 3) The valuation is still at the bottom. In particular, the head enterprises are at the bottom corresponding to the valuation in 2022, which is sufficiently defensive and brings greater flexibility to the upward period of pig price. Therefore, it’s still at a very good configuration timing point, so it’s still at a very good configuration timing point. Continue to recommend pig sectors, continue to recommend pig sectors, focus on Wens Foodstuff Group Co.Ltd(300498) etc.
In terms of white chicken, the prosperity of the industry continues to be depressed, the production capacity continues to be surplus, and the demand for end products continues to be weak, which has led to the decline of the price of the whole industry chain. Since last year, the price of the strongest parent generation seedlings has also continued to fall, almost falling to a state of low profit. The parent farm has suffered losses for a long time, which has led to the elimination of some production capacity. At present, the industry is close to the bottom, and some companies have long-term investment value. It is recommended to Fujian Sunner Development Co.Ltd(002299) .
In terms of yellow chicken, the price fluctuated significantly due to the decline of demand in the short term, and the price change trend was different due to the different impact of the epidemic situation. Throughout the year, yellow chicken is expected to show a trend of first low and then high after the continuous elimination of production capacity, and the industry fundamentals are expected to regain an upward trend. With the withdrawal of small and medium-sized production capacity and the further improvement of industry concentration, we continue to be optimistic about the investment opportunities of Huangji sector, and recommend Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , Hunan Xiangjia Animal Husbandry Company Limited(002982) .
In terms of planting sector, wheat and corn prices have remained high recently, and seed demand has remained high. In the long run, the revision of the seed law is conducive to the improvement of industry concentration and the market share of leading companies. The commercialization of medium – and long-term genetically modified seeds will continue. Recommend Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) , pay attention to Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) , Winall Hi-Tech Seed Co.Ltd(300087) , etc.
In terms of feed, it is expected that the overall production and sales of feed in the first half of 2022 will continue to maintain a growth trend, especially pig feed, aquatic feed and ruminant feed. The price rise of feed raw materials such as corn and soybean meal has slightly squeezed the gross profit margin of feed processing, but the leading enterprises have a strong ability to transfer costs to downstream breeding plants, and the market share is expected to increase. Guangdong Haid Group Co.Limited(002311) , focusing on Hefeng animal husbandry, is recommended.
In terms of animal protection, affected by the downstream breeding losses, the boom of the animal protection industry has declined, and the performance of some enterprises has declined. Affected by this, the overall valuation of the animal protection sector has fallen to a historical low. In the long run, the downstream large-scale process, the change in the demand for reduced and alternative antibodies, and the research and development of multi linked and multivalent new vaccines are expected to continue to promote the expansion of the animal protection industry. The research and development of non classical swine fever vaccine has made steady progress, and many enterprises have made positive progress. They pay attention to the catalytic effect of African classical swine fever vaccine. We mainly recommend Tianjin Ringpu Bio-Technology Co.Ltd(300119) , Wuhan Keqian Biology Co.Ltd(688526) , followed by Pulike Biological Engineering Inc(603566) , China Animal Husbandry Industry Co.Ltd(600195) , etc.
document issued by the State Council Office of the office of the CPC Central Committee build a higher level public service system for national fitness (with shares)
Recently, the general office of the CPC Central Committee and the general office of the State Council issued the opinions on building a higher level public service system for national fitness. By 2025, a higher-level public service system for national fitness will be basically established, with a per capita sports area of 2.6 square meters, and the proportion of people who regularly participate in physical exercise will reach 38.5%. The basic public service system for national fitness provided by the government will be more perfect, the standards will be more sound, and the quality will be significantly improved. The inclusive public services provided by social forces will be affordable, affordable, guaranteed in quality and supervised in safety, People’s enthusiasm for fitness was further improved.
By 2035, a national fitness public service system suitable for modern socialist countries will be fully established, and the proportion of people who often participate in physical exercise will reach more than 45%. Physical fitness and sports leisure will become a common way of life, and people’s physical literacy and health level will be in the forefront of the world.
Huaxin Securities pointed out that in 2020, the total scale (total output) of the national sports industry was 2.74 trillion yuan, and the total output decreased by 7.2%. The epidemic caused a decline in the added value of most sports industry categories, but sports media and information services increased by 18.9%, with the highest growth rate, followed by physical education and training increased by 5.7%. With the effective control of the epidemic and the dance between the 2022 Winter Olympic Games and the Asian Games, it is expected to increase the total scale of the national sports industry from 2.74 trillion yuan in 2020 to 5 trillion yuan in 2035 (the scale of its ice and snow industry is expected to increase from 615.2 billion yuan in 2020 to 1 trillion yuan in 2025). At the same time, China has become one of the centers of the world’s e-sports industry. In 2022, the market scale of China’s e-sports industry will reach 1987 billion yuan (a year-on-year increase of 16.6%), In 2022, E-sports will be selected into the Asian Games for the first time, which is expected to form resonance.
IPv6 technological innovation and integrated application pilot list determined industrial chain market scale will expand rapidly
Recently, 12 departments including the central network information office jointly issued a notice to determine the pilot list of IPv6 technology innovation and integrated application, and identified 22 comprehensive pilot cities and 96 pilot projects. The notice made it clear that all pilot cities and pilot units should formulate specific implementation plans, clarify the pilot objectives and tasks that can be quantified, inspected and evaluated, refine the work plan, and put forward specific operable and implementable measures. Accelerate the continuous breakthrough of IPv6 key technology innovation, application innovation, service innovation and management innovation, actively build an “IPv6 +” technology industry ecosystem, and form a number of replicable and popularized practices and experiences.
IPv6 is the abbreviation of “Internet Protocol version 6”. It is the next generation IP protocol designed by the Internet Engineering Task Force (IETF) to replace IPv4. Its number of addresses claims to be an address for every grain of sand in the world. Compared with IPv4, IPv6 has larger address space, smaller routing table, higher security and better header format, and it adds enhanced multicast support and convection control, which makes the multimedia application on the network have the opportunity of considerable development and provides a good network platform for service quality control. In addition, IPv6 adds support for automatic configuration. This is the improvement and expansion of DHCP protocol, which makes the network management more convenient and fast.
Chuancai Securities believes that the IPv6 market has good development prospects, has more advantages than IPv4, and the market scale of IPv6 industrial chain is expanding rapidly. From the perspective of network end-to-end IPv6 penetration, IPv6 has been fully supported in the operator’s network, whether in the fields of access network, metropolitan area network and backbone network. It is considered that the prosperity of subsequent operators’ investment in IPv6 transformation can still be maintained, while there is still much room for improvement in the IPv6 transformation of third-party IDC, CDN and cloud computing infrastructure. We are optimistic about the continuous upgrading demand of IT equipment such as routers, switches, load balancing and firewalls in commercial enterprises. The related targets of relevant industrial chains include: Unisplendour Corporation Limited(000938) , Fujian Star-Net Communication Co.Ltd(002396) , Sangfor Technologies Inc(300454) , etc.
