Today (March 25), A-Shares fluctuated lower, the three major indexes collectively corrected, and the gem index led the decline. On the disk, in terms of industries, agriculture, animal husbandry, feeding and fishing, textile and clothing, real estate, cultural media, commercial department stores, precious metals, household appliances, traditional Chinese medicine and other industries led the increase; Wind power, battery, photovoltaic, airport, wine making, power equipment and other industries led the decline. In terms of theme stocks, blind box economy, transgenic, land transfer, NFT concept, pork concept, virtual digital man, cloud games and so on led the rise; Cultivation of diamond, 6G concept, hit battery, covid-19 detection, CRO, in vitro diagnosis, etc.
active trend of meta universe concept Shunya International Martech (Beijing) Co.Ltd(300612) , Hubei Radio & Television Information Network Co.Ltd(000665) and other trading limits Shenzhen Zqgame Co.Ltd(300052) and others significantly increased
On the 25th, the trend of yuancosmos concept was active. As of press time, Shunya International Martech (Beijing) Co.Ltd(300612) “20cm” limit, Sanxiang Impression Co.Ltd(000863) , Tianyu mathematics, Hubei Radio & Television Information Network Co.Ltd(000665) limit, Shenzhen Zqgame Co.Ltd(300052) , Hunan Huakai Cultural And Creative Co.Ltd(300592) , Skyworth Digital Co.Ltd(000810) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , etc. were higher.
On the news side, the concept of meta universe continues to be hot, and the state, industry associations and leading manufacturers are actively exploring and laying out to seize the highland of the industry. Macron said that if he was re elected, he would create a “European meta universe”; Shanghai will hold the “global meta universe conference” from March 31 to April 1. The organizers are China Mobile Communication Federation and Shanghai Communication Administration. Among them, the yuan universe Industry Committee under China Mobile Communications Federation is the first approved yuan universe Industry Association in China. At the shareholders’ meeting held by Samsung, Han Zhongxi, vice chairman and CEO of Samsung Electronics, said that he would actively cultivate Siasun Robot&Automation Co.Ltd(300024) and yuanuniverse as new growth businesses. Meta, Xiaobing and NVIDIA announced that they will jointly form a meta universe consortium in Japan to integrate the unique advantages of all parties and promote the construction of meta universe infrastructure.
Bohai Securities believes that in March, it is necessary to continue to pay attention to relevant companies with low valuations in the industry that are favored by the theme of yuancosmos. Some local governments have successively issued development support policies in yuancosmos, and yuancosmos has also been written into the government work report of some local governments. In addition, the 2022 global yuancosmos conference hosted by China Mobile Communication Federation will be officially held in Shanghai from March 31 to April 1, It will also have a certain positive impact on the meta universe at that time.
The \dailylimit for four consecutive days
On the 25t25tday of the 25tday, the real estate sector was once stronger again on the 25t25tday of the 25 day day day. The real estate sector was once again stronger on the 25tday of the 25tday. The real estate sector was once stronger on the 25tday of the 25tday. The real estate sector was once again stronger on the 25tday. The real estate sector was once again stronger on the 25tday. The real estate sector was once again stronger on the 25tday of the 25t25t25tday. As of the press release, the Beijing Shunxin Agriculture Co.Ltd(000860) 00863 , Shenzhen Worldunion Group Incorporated(002285) and more than 10 shares rose. It is worth noting that Tianjin Tianbao Infrastructure Co.Ltd(000965) has been trading for eight consecutive trading days and Citychamp Dartong Co.Ltd(600067) has been trading for four consecutive trading days.
For the real estate industry, Cinda Securities said that affected by the epidemic in March, the recovery speed of the market stalled, but the current business environment of the real estate industry is indeed significantly better than that from January to February, which is reflected in three aspects: 1. The confidence of the market in real estate has recovered after the Spring Festival; 2. The capital level of enterprises has improved; 3. The price side of mainstream cities has gradually stabilized. In this year’s GDP 5 Under the rigid requirement of 5%, stabilizing the real estate industry is still an important part of stabilizing the economy. Recently, many ministries and commissions have jointly issued a voice to prevent and resolve the risks of the real estate industry. It is expected that more cities will introduce stronger policies in the future.
The agency believes that the most difficult time for the current operation of the industry has passed, and state-owned enterprises, central enterprises and some high-quality private enterprises will resume table expansion. It is suggested that China Resources real estate can continue to focus on the expansion of large-scale and differentiated real estate enterprises, such as Zhonghui real estate and Baoxu real estate. In terms of property sector, it is suggested to focus on Jinke service, Xuhui Yongsheng service, country garden service and China Resources Vientiane life with strong independence, external expansion and value-added services and continuous expansion ability.
intensive introduction of favorable policies + improvement of supply and demand fundamentals agricultural leading stocks may usher in a stage of rapid growth
On March 25, corn, planting, genetically modified and other agricultural related sectors were among the top gainers. As of press time, Zhongnongfa Seed Industry Group Co.Ltd(600313) rose by the limit, Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) , Hainan Shennong Technology Co.Ltd(300189) , Heilongjiang Agriculture Company Limited(600598) and other stocks followed suit.
Recently, the Ministry of agriculture and rural areas and the Ministry of finance have made clear the key work of grain production and a package of support policies in 2022, requiring all localities to go all out to ensure a bumper harvest of summer grain and wheat, do everything possible to expand the planting of soybean oil, pay close attention to stabilizing the price and supply of agricultural materials, unremittingly pay close attention to agricultural disaster prevention, disaster reduction and relief, stabilize the basic situation of agriculture, and provide strong support for promoting the steady and healthy development of economy and society.
In addition, on March 1 this year, the newly revised seed law was officially implemented. The market generally believes that it will build a legal cornerstone for the development of China’s seed industry. With the strengthening of the copyright protection of the seed industry, China’s seed industry will usher in significant development.
China International Capital Corporation Limited(601995) said that the increase in input costs caused by the rise in the prices of crude oil, chemical fertilizer and other bulk commodities is the key. Superimposed on the upward trend of Shenzhen Agricultural Products Group Co.Ltd(000061) price in the external market, it catalyzes the bullish sentiment in the market, which is expected to drive the further rise of Shenzhen Agricultural Products Group Co.Ltd(000061) prices such as corn.
China’s seed production industry has ushered in changes and is gradually adjusting and strengthening in many aspects, including strengthening the protection and utilization of seed sources, strengthening innovative protection, and promoting the development of biological breeding technology. Agriculture, especially seed production industry, will benefit from this, driving the improvement of investment sentiment.
Zheshang Securities Co.Ltd(601878) said that with the intensive introduction of favorable policies and the improvement of supply and demand fundamentals, the industry has ushered in an upward cycle. It is expected that high-quality seed enterprises will usher in a performance release period in the next few years, the curtain of genetically modified organism breeding will open, the corn seed industry will usher in strong capacity expansion expectations, and the leading seed enterprises may usher in a high-speed growth stage.
the central bank emphasizes the solid promotion of digital RMB research and development pilot orderly expand the pilot scope (with shares)
On March 24, the people’s Bank of China held a video conference on money, gold and silver and security in 2022. The meeting required that in 2022, the people’s Bank of China’s cash security system should make every effort to ensure the cash supply, consolidate and form a long-term mechanism for regulating the rejection of cash, continue to improve the cleanliness of RMB in circulation, and further strengthen the defense line against counterfeit currency. Solidly promote the pilot research and development of digital RMB, orderly expand the scope of the pilot, continuously improve the design and use, and gradually establish and improve the management system framework.
Ping An Securities pointed out that we should grasp the digital RMB investment opportunity from two aspects: hardware equipment and software system. 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. Developers will have more opportunities to improve the performance of hardware related orders with the promotion of “Hard Wallet”. 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.
Citic Securities Company Limited(600030) believes that the promotion of digital RMB as a payment infrastructure in the era of digital economy is the general trend. Based on the characteristics of digital RMB, users’ payment habits and mobile payment market pattern may face the opportunity of reshaping. The active participation of various manufacturers is expected to bring more imagination to the promotion and application of digital RMB. Digital RMB has the technical conditions for cross-border use, and is expected to extend from retail to cross-border payment in the future, so as to strengthen the international competitiveness of RMB in combination with the first mover advantage. With the continuous promotion of digital RMB application, relevant industrial chains are expected to continue to benefit. It is suggested to pay attention to the service providers related to Hard Wallet manufacturing, supporting transformation of collection equipment & acceptance terminal, construction of commercial banking system and security technology.
The agency pointed out that the e-cny promotion has brought the demands of the industry chain’s software and hardware building demands from the promotion of e-cny, the demands of the industry chain’s software and hardware construction, the transformation and replacement of collection equipment & acceptance terminals, and the manufacturing of hard wallwallwallets, and that the agency pointed out that the promotion of e-cny has brought the demands of the industry chain’s hardware and software, the transformation and replacement of collection devices & acceptance terminals, and the transformation and replacement of supporting transformation and replacement, and the making of hard wallwallwallets, and suggested attention to the recommendations that focus on the Xgd Inc(300130) \ etc. For the construction of commercial banking system, we recommend Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , and pay attention to Digital China Information Service Company Ltd(000555) , Tansun Technology Co.Ltd(300872) , Northking Information Technology Co.Ltd(002987) , etc. For security technology, it is recommended to pay attention to Beijing Infosec Technologies Co.Ltd(688201) , Beijing Certificate Authority Co.Ltd(300579) , Koal Software Co.Ltd(603232) , Westone Information Industry Inc(002268) , etc.
digital economy industry development at the right time 9 overweight layout of companies
The digital economy industry is booming, and the revenue of telecommunications business is accelerating. A number of listed companies have laid out the digital economy and the national strategy of “counting East and counting West”.
Statistics show that, in addition to the three major operators, there are 6 shares, including Net263 Ltd(002467) , Nova Technology Corporation Limited(300921) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and so on, that are laying out the concept of digital economy or computing from the east to the West. In terms of market performance, these nine stocks have declined slightly since March, and four stocks including Leon Technology Co.Ltd(300603) , Zjbc Information Technology Co.Ltd(000889) , Dr.Peng Telecom&Media Group Co.Ltd(600804) have increased by more than 10%.
Among them, Leon Technology Co.Ltd(300603) month increased by more than 12%. In response to the national call, based on Sichuan, the company introduces IDC (Internet Data Center) cabinet, and plans to build a technologically leading and nationwide artificial intelligence demonstration base, aiming at promoting the development of local digital economy and improving the overall computing power level of data center.
China United Network Communications Limited(600050) is accelerating the construction and expansion of four new data centers with high computing power, high security, green and low-carbon in Beijing Tianjin Hebei, Yangtze River Delta, Guangdong Hong Kong Macao Dawan district and Chengdu Chongqing China Telecom Corporation Limited(601728) focusing on the five elements of “digital network”, “digital button”, “digital chain”, “digital brain” and “digital shield”, accelerate the construction of data center layout, computing power scheduling system, data circulation, data application and security capacity.
price rise theme market in full bloom more than 20 shares scrambled to raise funds northward
Not only in March, this year’s price rise theme can be described as the “most beautiful baby” in the market. The coal sector in the primary industry rose by more than 18%, taking the lead. Shenwan secondary industry has highlighted the full flowering of price rise themes, including coal mining, precious metals, fisheries, aquaculture, industrial metals and other related themes, which have risen against the market.
Haitong Securities Company Limited(600837) believes that the next main line in China, that is, the rise in the price of industrial products, may be more noteworthy, which will resonate with overseas inflation. As the construction enters the peak season, the production capacity is still expected to continue to recover, coupled with the continuous adjustment of infrastructure and real estate policies, the transformation from expected transactions with strong demand to actual transactions, or continue to drive the price of industrial products. At the time point, Haitong Securities Company Limited(600837) expects infrastructure investment to continue to pick up in the second quarter, and then improve real estate investment in the second half of the year, which may continue to drive up the demand for industrial products.
Combing the relevant price rise themes, it is found that more than 20 stocks have increased their positions by more than 100 million yuan since March. According to the calculation of the average transaction price since March, Beishang capital increased its positions by Zijin Mining Group Company Limited(601899) 129 million shares, with the reference amount of increased holdings exceeding 1.4 billion yuan ranking first. In addition, Petrochina Company Limited(601857) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Ganfeng Lithium Co.Ltd(002460) 3 shares increased their positions by more than 500 million yuan. Among the more than 50 million yuan of shares held by Beishang capital, the latest rolling P / E ratios of Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Baoshan Iron & Steel Co.Ltd(600019) , Shaanxi Coal Industry Company Limited(601225) , Henan Shenhuo Coal&Power Co.Ltd(000933) , etc. are lower than 10 times.
