Today (March 28) A-share shock consolidation, showing a pattern of Shanghai strong and deep weak. On the disk, in terms of industries, real estate, coal, cultural media, automobile, cement and building materials, banking, tourism hotels, games and other industries led the increase; Energy metals, batteries, wine making, wind power, motors, biological products, aerospace and other industries led the decline. In terms of theme stocks, Hongmeng concept, NFT concept, longevity medicine, rental and sale rights, radio and television, virtual digital man, metauniverse, cloud games, etc. led the rise; Blade batteries, Baijiu, lithium extraction from the Saline Lake, pumped storage and so on are dropping.
stronger coal concept Dongguan Winnerway Industry Zone Ltd(000573) limit the organization said that the coal sector was configured at the right time at the present stage
On March 28, coal concept stocks rose in shock. As of press time, Dongguan Winnerway Industry Zone Ltd(000573) limit, China Shenhua Energy Company Limited(601088) , Henan Shenhuo Coal&Power Co.Ltd(000933) , power investment energy, Pingdingshan Tianan Coal Mining Co.Ltd(601666) , etc. followed.
According to the data released by the National Bureau of statistics on the 27th, from January to February 2022, the profits of Industrial Enterprises above designated size increased by 5.0% year-on-year, up 0.8 percentage points from December last year. The energy and raw materials industry has made a great contribution to the profit growth of industrial enterprises. From January to February, the profit of the mining industry increased by 1.32 times year-on-year, the growth rate was significantly higher than the industrial average, and the profit of some raw material industries increased rapidly. Among them, driven by the continuous rise in crude oil prices and higher year-on-year increase in coal prices, the profits of oil and gas exploitation, coal mining and beneficiation and other industries increased by 1.57 times and 1.55 times year-on-year respectively, and the pulling effect was further enhanced compared with December last year.
Guotai Junan Securities Co.Ltd(601211) pointed out that the current is the window for the long-term coordination price adjustment of coking coal in the second quarter. At present, the long-term coordination price of major coking coal companies is significantly lower than the market price, and there is room for improvement under the tight supply and demand, driving the continuous upward month on month and substantial year-on-year growth of profits.
Cinda Securities said that at present, it is in the early stage of a new round of upward cycle of coal economy, and the fundamentals, policies and companies resonate. At this stage, the allocation of coal sector is at the right time. Pay attention to the development opportunities of modern coal chemical industry and the stability and sustainability of coal production and consumption in the future. At this stage, the industry fundamentals, the underlying logic of policies and the direct effect are good for the repair and improvement of the valuation of the sector. Considering the certainty of high performance growth in the first half of this year, it is the best stage for bargain hunting to allocate the coal sector.
real estate sector continued to strengthen Sundy Land Investment Co.Ltd(600077) but fell to the limit for a time the company said there was a risk of being unable to control Songdu lithium
The real estate sector continued its strength on the 28th, and individual stocks lifted the limit tide. As of press time, Tianjin Realty Development (Group) Co.Ltd(600322) , Tahoe Group Co.Ltd(000732) , Yango Group Co.Ltd(000671) , Cinda Real Estate Co.Ltd(600657) and more than 10 other shares have been trading. The Citychamp Dartong Co.Ltd(600067) , Sundy Land Investment Co.Ltd(600077) which rose sharply earlier fell sharply.
Sundy Land Investment Co.Ltd(600077) 3 announced on March 13 that Songdu lithium, a holding subsidiary, signed a consortium agreement with tus Qingyuan to jointly participate in the equipment, operation and technical services of the 50000 ton lithium carbonate salt lake lithium extraction construction project of Tibet Summit Resources Co.Ltd(600338) Argentina lithium potassium Co., Ltd. The purchase amount of equipment involved in the project is 1.6 billion yuan, which is fully advanced by Songdu lithium, which has the right to charge interest at an annual interest rate of 8% according to the advance amount. Subsequently, Sundy Land Investment Co.Ltd(600077) from March 14 to March 22, gained 7 trading boards in a row. On March 23, the Shanghai Stock Exchange issued a concern letter to it again.
On the 27th, the company pointed out in its reply to the announcement that there is great uncertainty about the promotion of the above cooperation projects. 1. No field visits have been conducted. Affected by the epidemic situation, the company is unable to conduct on-site investigation on the project site in a short time and the existing projects of Qidi Qingyuan (mainly Golmud, Qinghai). There is a risk of uncertainty in the promotion of the project due to information asymmetry.
2. The expense settlement mechanism and income distribution paid to tus Qingyuan have not been clarified, which leads to the uncertainty of the company's fund payment arrangement. At present, the equipment supply agreement and technical service agreement between the company and tus Qingyuan have not been signed, and the project funds and technical service fees paid by the company to tus Qingyuan have not been clarified. At the same time, it brings uncertain risks to the fund payment node and arrangement plan of the company.
3. The construction of its own technical team has not been completed. The company and other shareholders jointly invested in Songdu lithium branch to attract relevant business teams. However, based on the protection of trade secrets, competition restrictions and other considerations, the company is unable to disclose the background of relevant shareholders and teams. At present, the team is not fully in place, and there is uncertainty in the construction of the team, which will lead to the risk of uncertainty in the progress of the project.
4. The capital contribution ability of other shareholders of Songdu lithium branch cannot be fully verified, and the cooperation mechanism between the company and other shareholders has not been clarified. The remaining shareholders hold 49% of the equity of Songdu lithium branch, and the company cannot fully verify the contribution ability of the paid in registered capital of Songdu lithium branch; In terms of financial support for the amount of 1.6 billion, the remaining shareholders promised to make capital contributions according to their shareholding ratio of Songdu lithium branch. However, the company does not rule out the possibility of advance capital for the sake of prudence and project promotion. In terms of income distribution, the profit distribution mechanism between the company and other shareholders has not been fully confirmed.
5. The source of contribution of the company is the project sales collection, which is difficult to achieve the expected possibility. The company's advances are mainly from the sales of real estate projects and the return of funds. Affected by the financing policy, pre-sale fund supervision policy and other environmental factors, as well as the periodic operation of real estate projects, it may be difficult to achieve the expected sales collection, and the company's performance ability is uncertain, which may also lead to the risk of default.
6. The company has the risk of being unable to control Songdu lithium. From the perspective of board seats and decision-making mechanism, since major matters can take effect only with the consent of 5 / 7 or more members of the board of directors, the company occupies only three board seats of Songdu lithium branch, and the company has no actual control over Songdu lithium branch for the time being. In view of the fact that the voting rights entrustment agreement of directors to be signed by the company with other shareholders of Songdu lithium is still in progress and has not been signed yet, in conclusion, the company has the risk of being unable to control Songdu lithium.
7. The project is located overseas and there are many unforeseen factors.
As the project is located in Argentina and the business subject and scope of the company are all in China, there are many difficulties such as team organization, transnational experience, management radius and so on. In addition, in view of the current complex international economic situation, geopolitical changes and other factors, there are many unforeseen risks that may hinder the implementation of the project.
It is worth noting that in the board of directors held by the company in the early stage, the independent directors abstained from voting. The independent directors believe that the company's diversified operation can disperse risks, but at the same time, entering unfamiliar fields increases certain unknown risks. The company should make detailed due diligence in combination with the company's own cash flow, consider the current international situation, future trend, economic risks and industry research, and make prudent decisions.
the concept of meta universe is active again Cosonic Intelligent Technologies Co.Ltd(300793) , Hubei Radio & Television Information Network Co.Ltd(000665) and other multi stock trading limits
The cloud universe concept was active again on the 28th. As of press time, Unionman Technology Co.Ltd(688609) , Cosonic Intelligent Technologies Co.Ltd(300793) "20cm" limit, Hubei Radio & Television Information Network Co.Ltd(000665) , Meisheng Cultural & Creative Corp.Ltd(002699) , Shanghai Luoman Lighting Technologies Inc(605289) and other "10cm" limit, Newcapec Electronics Co.Ltd(300248) , Shunya International Martech (Beijing) Co.Ltd(300612) .
Tianfeng Securities Co.Ltd(601162) believes that the yuan universe sector has regained its safety margin after more than two months of correction at the beginning of the year, which has reflected the stabilization and recovery trend. The yuan universe sector is a continuous theme throughout 2022, and it is recommended to continue to focus on it. Recently, focus on Pico shipments, April yuan universe conference and other catalysis. In terms of hardware, the marketing effect of byte on Pico exceeded the previous expectation, and the original 22-year VR sales target was raised to more than 1.8 million units. The overseas version of tiktok attracted more than US $258 million in February. On April 20, the first meta universe conference hosted by China Mobile Communications Federation and co sponsored by Shanghai Communications Administration will be held.
Kaiyuan Securities said that due to the risk aversion caused by the macro environment and liquidity factors outside China, the valuation of relevant companies in the meta universe field has dropped significantly recently, but the commercialization of virtual human / virtual community and NFT tracks is still advancing rapidly. For example, on March 21, Beijing Quanshi World Online Network Information Co.Ltd(002995) announced that the "infinite box" experience version of its virtual digital commercial product was officially launched, On August 23, China Forest Music Festival. The meta universe or cosmic universe is an important direction for digital economic development. Virtual humans, NFT and other fast commercialized racetracks like virtual humans, NFT and NFT are important directions for digital economy development. Some of the quality targets in some of the faster commercialized tracks like virtual humans, NFT and NFT are important directions. Some of the top quality targets in virtual human, NFT and NFT. Some of the better targets in virtual human, NFT and NFT are important directions for digital economy development. Some of the quality targets in the fast commercialized racetracks such as virtual humans, NFT and NFT are already well priced for good after valuatvalues fall back, and some of the quality targets in some of the fast track tracks such as virtual humans, NFT and NFT and NFT have a good price / price ratio Ratio ratio after valuathave fallen back. It's recommended to actively configure, and it's recommended to focus on the focus on the Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) 87 Guangdong Senssun Weighing Apparatus Group Ltd(002870) 0287 Guangdong Senssun Weighing Apparatus Group Ltd(002870) 0287 Guangdong Senssun Weighing Apparatus Group Ltd(002870) 028787878787878787878787878787 Guangdong Senssun Weighing Apparatus Group Ltd(002870) 02;, Three'S Company Media Group Co.Ltd(605168) , Visual China Group Co.Ltd(000681) .
five southern provinces and regions will realize full coverage of township charging piles next year charging pile industry chain or concern charging piles
China Central Television News reported that China Southern Power Grid learned from China Southern Power Grid that during the 14th Five Year Plan period, China Southern Power Grid will invest 10 billion yuan to vigorously promote the construction of charging facilities. It is expected that by the end of next year, it will first realize the full coverage of township charging piles in five provinces and regions of Guangdong, Guangxi, Yunnan, Guizhou and Hainan.
It is reported that at present, 4000 villages and towns in Guangdong, Guangxi, Yunnan, Guizhou and Hainan have installed charging piles, and about 2000 villages and towns do not have any charging facilities. In order to achieve full coverage of charging facilities in villages and towns, China Southern Power Grid will build 50000 charging piles in two years. Township transportation hubs, municipal squares and commercial centers will be the key areas of this round of charging pile construction.
China International Capital Corporation Limited(601995) pointed out that the number of new energy vehicles is expected to be 8.26 million in 2021, and the vehicle pile ratio is as high as 3.17, which is still accelerating. In 2022, there will be 10 million new energy owners who have to rely on the public charging system to supplement energy, and the contradiction will become increasingly prominent. The investment opportunities of charging for electricity infrastructure are highlighted. It is expected that there will be "a big outbreak of power replacement, auto enterprises accelerating the self construction of ultra / fast charging stations, and slow charging accelerating into the community" in 2022.
Dongguan Securities believes that the development momentum of new energy vehicles is fierce, and the penetration rate will continue to rise in the future. In order to better support the promotion of new energy vehicles, it is urgent to speed up the construction of supporting infrastructure such as charging piles and power stations. From the perspective of policy driven, the state will set the tone of "steady growth" in 2022. As a series of "new infrastructure", the investment and construction of charging piles and replacement power stations is expected to become one of the key areas of infrastructure to promote growth in 2022. With policy support, the charging pile industry chain is expected to usher in a new outlet.
The agency pointed out that equipment manufacturers will benefit from the expansion of the construction scale of charging piles. It is suggested to pay attention to the core equipment suppliers of charging piles: Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Shenzhen Kstar Science & Technology Co.Ltd(002518) , Shenzhen Sinexcel Electric Co.Ltd(300693) ; Focus on the targets benefiting from the promotion of new energy vehicle power exchange mode: Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shandong Weida Machinery Co.Ltd(002026) ; The rapid growth of new energy vehicle ownership releases huge charging demand. Charging operators will benefit from the profit improvement brought by the improvement of charging pile utilization, and pay attention to the operation leader Qingdao Tgood Electric Co.Ltd(300001) .
Guangdong accelerates the high-quality development of prefabricated vegetable industry industry is in a period of rapid growth (with shares)
Recently, the general office of Guangdong Provincial People's government issued the "ten measures to accelerate the high-quality development of Guangdong prefabricated vegetable industry", which proposed to give full play to the advantages of Guangdong characteristic agriculture and Guangdong cuisine brand, and promote the centralized entry and development of prefabricated vegetable industry enterprises and supporting enterprises upstream and downstream of the industrial chain. Support the construction of science and technology platform and import and export platform of prefabricated vegetable industrial park. Encourage the development of prefabricated vegetable industry in the old Soviet Area, promote the integration of industrial parks in the old Soviet Area and modern agricultural industrial parks, and form policy superposition advantages. Promote the construction of Zhaoqing high-profile prefabricated food industry highland, Zhanjiang aquatic prefabricated Food City, Maoming coastal seafood prefabricated food industry park, Guangzhou Nansha prefabricated food import and export trade zone, Foshan Nanhai Shunde prefabricated food international city, Chaozhou prefabricated food world food capital, Jiangmen global overseas Chinese prefabricated food distribution center and Meizhou, Heyuan and Huizhou Hakka prefabricated food industry cluster, so as to drive the high-quality development of Guangdong prefabricated food industry.
Huatai Securities Co.Ltd(601688) believes that China's Prefabricated vegetable market will develop towards high penetration / high concentration in the future in Japan with high maturity of the benchmarking industry. It is estimated that the retail scale of China's Prefabricated vegetable industry is expected to reach 601.7 billion in 2030, corresponding to 12.7% CAGR in 21-30 years. The future drive lies in the clear demand of b-end catering enterprises and the expansion of the market after the cultivation of C-end consumption habits. The current pattern is relatively scattered (according to Zhiyan consulting, the total market share of CR10 in the industry is only 14.2% in 2020). Due to the high cost of cold chain transportation and the difficulty of consumers, the enterprise has strong regionality. At present, the core competitive factor is the cost advantage under economies of scale, and the one with high efficiency is expected to win. Referring to the fast-frozen rice noodle track in the growth maturity stage, the leading Zhengzhou Qianweiyangchu Food Co.Ltd(001215) / Sanquan focuses on fried dough sticks / dumplings respectively, and the specialized division of labor or the way to break the situation. Relevant enterprises continue to expand in their own advantageous categories. From a long-term perspective, the industry may present an integration situation with categories as the aggregation unit.
BOCI pointed out that there are five types of enterprises involved in the industry: Catering School (Shuhai, Kungfu fresh food exchange), raw material school (Shuanghui, Shengnong), professional school ( Suzhou Weizhixiang Food Co.Ltd(605089) ), quick freezing school ( Fu Jian Anjoy Foods Co.Ltd(603345) ) and retail school. At present, the company is small in scale and has no products sold through all channels nationwide. Among the quick-frozen enterprises involved in prefabricated vegetables, Anjing is better than channel construction, which can achieve rapid product distribution Guangzhou Restaurant Group Company Limited(603043) pay attention to product research and development and restore the quality of dishes. In the early stage of the development of the industry, whether focusing on channels or products, the enterprise will gain the first opportunity through its own advantages, jointly expand the market and enjoy the development dividend of the industry.
