Today (March 29), A-Shares rose and fell, maintained a weak shock pattern throughout the day, and the market trading volume shrank significantly. On the disk, in terms of industries, chemical fertilizer, agriculture, animal husbandry, feeding and fishing, traditional Chinese medicine, coal, medical equipment, shipping ports and other industries led the increase; Decoration, consumer electronics, semiconductors, engineering construction, motors, power grid equipment and other industries led the decline. In terms of subject stocks, phosphorus chemical industry, aquaculture, glyphosate, transgenic, chicken concept, covid-19 detection, pork concept, titanium dioxide and agricultural planting led the rise; Building energy efficiency, automobile chips, helium concept, East West calculation, photovoltaic buildings led the decline.
coal sector strengthened again Pingdingshan Tianan Coal Mining Co.Ltd(601666) and other big rises Shaanxi Coal Industry Company Limited(601225) intraday high
The coal sector rose in intraday shock on the 29th. As of press time, Shaanxi Coal Industry Company Limited(601225) rose by more than 5%, once reaching a record high in intraday trading Sundiro Holding Co.Ltd(000571) , Henan Dayou Energy Co.Ltd(600403) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Huaibei Mining Holdings Co.Ltd(600985) , Shanxi Coal International Energy Group Co.Ltd(600546) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , China Shenhua Energy Company Limited(601088) , etc.
Some analysts pointed out that the recent performance of the coal sector is relatively strong, and the rising factor of the sector is mainly the improvement of valuation. Huajin Securities said that from a fundamental point of view, the current supply-demand relationship is still tight. Switch between light and peak seasons of thermal coal, and the high price rebounded. Pay attention to the release speed of supply, replenishment of storage and changes in overseas coal prices. Metallurgical coal prices are stable as a whole. Under the background of steady growth, pay attention to the marginal change of demand side data. Since the first quarter, prices have risen continuously and remained high, trading sentiment has been rising, and the first quarter report may exceed expectations. In the future, as listed companies release their performance one after another, the dynamic valuation of the sector is still low, and there is some room for repair. In addition, at present, the profitability of listed companies is high, the capital expenditure is declining, and the valuation level is generally lower than that of other industries. High dividends are worth looking forward to.
Open source Securities believes that the current coal sector still has high allocation value and is optimistic about the market of the sector. Objects benefiting from steady performance and high dividend: Yankuang energy, China Shenhua Energy Company Limited(601088) , Shaanxi Coal Industry Company Limited(601225) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) ; Objects expected to benefit from growth: Shanxi Coking Coal Energy Group Co.Ltd(000983) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , Huaibei Mining Holdings Co.Ltd(600985) .
phosphorus chemical concept explosion Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) big rise Anhui Liuguo Chemical Co.Ltd(600470) , Hubei Yihua Chemical Industry Co.Ltd(000422) , etc.
On the 29th, the concept of phosphorus chemical industry rose in intraday trading. As of press time, Sichuan Meifeng Chemical Industry Co.Ltd(000731) , Anhui Liuguo Chemical Co.Ltd(600470) , Hubei Yihua Chemical Industry Co.Ltd(000422) and other trading limits, Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) , Shenzhen Batian Ecotypic Engineering Co.Ltd(002170) , Yunnan Yuntianhua Co.Ltd(600096) , Stanley Agriculture Group Co.Ltd(002588) and other stock prices rose sharply.
Western Securities Co.Ltd(002673) said that under the background that the overseas epidemic continues to repeatedly affect the construction, the global food price is at a high level, the Russian Ukrainian war affects the supply and the sea transportation is blocked, affecting the global supply, the international fertilizer price is rising rapidly. Due to China’s policy of ensuring the supply and price of chemical fertilizer, the current international chemical fertilizer prices have formed a large price difference with China’s chemical fertilizer prices. Among them, the price difference of potassium chloride outside China is about – 200 yuan / ton, the price difference of urea outside China is about 1300 yuan / ton, and the price difference of monoammonium phosphate outside China exceeds 3000 yuan / ton. After the peak demand season in China, China’s single mass fertilizer is expected to increase profits through export, and the performance of relevant enterprises has obvious flexibility. Chinese compound fertilizer enterprises are expected to benefit from the price control of single quality fertilizer and the rise of demand side.
Dongguan Securities believes that at present, the price difference of phosphate fertilizer outside China is large. If China’s export is liberalized after spring farming, the profits of Chinese phosphate fertilizer enterprises may improve. It is suggested to pay attention to Yunnan Yuntianhua Co.Ltd(600096) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Hubei Yihua Chemical Industry Co.Ltd(000422) , etc.
Henan emphasizes the integration and establishment of seed industry group cultivate leading enterprises in seed industry industrialization (with shares)
The people’s Government of Henan Province issued the opinions on the implementation of the key work of comprehensively promoting rural revitalization in 2002, proposing to establish a modern seed industry fund, cultivate leading enterprises in seed industry industrialization, and integrate and establish seed industry groups. At the same time, we will promote the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) production bases with ten advantages and characteristics, such as high-quality wheat, peanuts, grass and livestock, traditional Chinese medicine and aquatic products. The Opinions also mentioned that Henan will stabilize the annual grain sowing area and output, with the annual grain sowing area stable at more than 160 million mu and the grain output stable at more than 130 billion kg.
Tianfeng Securities Co.Ltd(601162) believes that only through “institutional change” + “technological change” can the scattered seed industry accelerate its development and benefit the leading enterprises, so as to maintain the driving force of R & D and improve the breeding level. The new seed law is a clarion call for the reform of seed industry system. The seed industry approval standards, approval methods and judicial procedures are carried out under the tone of “protecting seed industry innovation” of the new seed law. Companies that attach importance to R & D investment and have strong innovation ability, especially those with rich reserves of transgenic technology, are expected to gain a greater market share.
Citic Securities Company Limited(600030) pointed out that under the background of industry recovery and seed industry revitalization, the seed industry officially entered the “three-phase superposition” period of high boom cycle, strong policy support cycle and new technology upgrading cycle. Changes in market scale and competition pattern will drive the upgrading of industry profit model. It is suggested that two dimensions should be laid out: seed industry leaders with variety and innovation advantages and transgenic companies with sustainable innovation ability. It is recommended that Shandong Denghai Seeds Co.Ltd(002041) , the leader of hybrid corn seed industry and the leading enterprise of biological breeding industrialization Beijing Dabeinong Technology Group Co.Ltd(002385) .
multi department deployment to ensure the supply and price of chemical fertilizer for spring ploughing institutions suggest paying attention to chemical fertilizer investment opportunities
Recently, the national development and Reform Commission, together with 11 departments and units, including the Ministry of industry and information technology, the Ministry of finance, the Ministry of ecological environment, the Ministry of transport, the Ministry of agriculture and rural areas, the Ministry of Commerce, the SASAC, the General Administration of customs, the General Administration of market supervision, the China Federation of supply and marketing cooperatives and the State Railway Group, issued a notice requiring local and relevant central enterprises to start from the supply, storage and marketing of chemical fertilizer products and other aspects by enhancing China’s chemical fertilizer production and supply capacity Improve the transportation capacity guarantee level of chemical fertilizer and its production raw materials, actively do a good job in reserves, improve the circulation efficiency of chemical fertilizer, strengthen the supervision and coordination of agricultural materials market, and earnestly promote the reduction and efficiency of chemical fertilizer, so as to ensure the stable operation of chemical fertilizer supply and market, support agricultural production in spring and consolidate the foundation of summer grain harvest.
Next, the national development and Reform Commission will pay close attention to the situation of China’s chemical fertilizer market and urge the implementation of the notice together with relevant parties.
Western Securities Co.Ltd(002673) believes that the international price of chemical fertilizer is rising rapidly, and the price difference with China’s chemical fertilizer is widening. Under the background that the overseas epidemic continues to repeatedly affect the construction, the global food price is at a high level, the international situation affects the supply, and the superimposed shipping obstruction affects the global supply, the international fertilizer price rises rapidly. From the price of nitrogen, phosphorus and potassium, the current international price of potassium chloride, Southeast Asia potassium fertilizer is 670 US dollars / ton, an increase of 11.7% over the previous month. Monoammonium phosphate (55% bulk FOB in Morocco) was US $1215 / ton, an increase of 38.5% over the previous month. Urea (Baltic bulk) was 830 US dollars / ton, up 48.7% from the previous month.
The agency pointed out that due to China’s policy of ensuring supply and stable price of chemical fertilizer, there is a large price difference between international chemical fertilizer prices and Chinese chemical fertilizer prices. Among them, the price difference of potassium chloride outside China is about – 200 yuan / ton, the price difference of urea outside China is about 1300 yuan / ton, and the price difference of monoammonium phosphate outside China exceeds 3000 yuan / ton. After the peak demand season in China, China’s single mass fertilizer is expected to increase profits through export, and the performance of relevant enterprises has obvious flexibility. Chinese compound fertilizer enterprises are expected to benefit from the price control of single quality fertilizer and the rise of demand side. Attention to phosphate fertilizer suggestions: Yunnan Yuntianhua Co.Ltd(600096) , Hubei Yihua Chemical Industry Co.Ltd(000422) , Hubei Xingfa Chemicals Group Co.Ltd(600141) ; Attention to potash fertilizer suggestions: Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Qingdao East Steel Tower Stock Co.Ltd(002545) , Qinghai Salt Lake Industry Co.Ltd(000792) ; Attention to nitrogen fertilizer suggestions: Hubei Yihua Chemical Industry Co.Ltd(000422) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Luxi Chemical Group Co.Ltd(000830) ; Attention: .
Huawei helps the digital transformation of coal industry three factors contribute to the high scenery of smart mine (with shares)
On the 28th, Huawei announced at the performance conference that it had released 11 landscape solutions for key industries such as government, transportation, finance, energy and manufacturing, and established legions of coal mines, smart roads, customs and ports to integrate resources and serve customers efficiently. Guo Ping, Huawei’s rotating chairman, said that the coal Corps hopes to help “dig coal in suits and ties” and use Huawei’s long-term accumulated ICT technology to promote the digital transformation of the coal industry.
Anxin Securities pointed out that the essence of intelligent mine is to realize the fine management of fewer people and even no one. From the three directions of efficiency, safety and benefit, the overall transformation of the mine deeply integrates big data, artificial intelligence, automatic control and industrial Internet with modern mine development technology to form a complete intelligent system of comprehensive perception, real-time interconnection, analysis and decision-making, autonomous learning, dynamic prediction and collaborative control of the mine, so as to achieve the intelligent operation of design plan, excavation and mining, lifting transportation, production assistance and ore washing, Realize the production process less and unmanned.
The smart mining industry has entered a stage of rapid development and has broad market prospects. Three factors have contributed to the high outlook of the industry: clear policies for increasing production and long-term cooperation, and a significant increase in short-term profits of coal mining enterprises; Huawei plans smart mines and promotes the process of industry standardization; The state continues to formulate relevant policies on mine safety and intelligent production. The fine coal and safety management under the three mountains will be the main line in the future, and the further modification of the recent “coal safety regulations” will enhance the certainty of the smart mine. Key recommendations include Chongqing Mas Sci.& Tech.Co.Ltd(300275) , Hefei Gocom Information Technology Co.Ltd(688367) , Beijing Longruan Technologies Inc(688078) , Uroica Precision Information Engineering Co.Ltd(300099) , Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) , Tiandi Science & Technology Co.Ltd(600582) and China Coal Energy Company Limited(601898) .
Jilin Province formulates the supply guarantee scheme for preventive intervention of traditional Chinese Medicine strengthening preventive intervention of traditional Chinese medicine (attached)
According to CCTV news, according to Zhang Li, deputy director of Jilin Provincial Health Commission, Jilin Province will further strengthen the prevention and intervention of traditional Chinese medicine. We made arrangements to further strengthen the provincial covid-19 pneumonia prevention and intervention work of traditional Chinese medicine, and required all localities to coordinate the epidemic prevention and control work of traditional Chinese medicine, pay close attention to the formulation of the supply guarantee scheme of traditional Chinese medicine prevention and intervention, and implement the number of intervention people, processing enterprises, application formulas, Decoction and distribution, fund guarantee and other work, so as to ensure that the quarantined personnel take medicine on the day of isolation and ensure that sufficient and timely distribution in place. Patrol inspection shall be organized to guide the medication of isolated personnel to ensure the safety of medication. The prevention and intervention of traditional Chinese medicine shall be fully covered for the close contact and secondary close contact personnel who are centralized or isolated at home, as well as the personnel in the sealing and control area, medical personnel, testing personnel, guarantee and supply personnel, sinking cadres, community workers, public security police, back to school students, construction workers, emergency transportation and distribution personnel and the “willing to serve” personnel in the control area.
Capital Securities pointed out that in the covid-19 epidemic, traditional Chinese medicine has played a major role. In recent years, with the continuous improvement of the high-level attention to the cause of traditional Chinese medicine, various policies supporting the development of traditional Chinese medicine have been issued one after another. Especially in 20202021, favorable policies for the traditional Chinese medicine industry will be intensively introduced, involving drug evaluation, clinical use, medical insurance payment, medical service system construction and many other aspects. The policy environment of the traditional Chinese medicine industry will be greatly improved, and the industry is expected to usher in an inflection point. It is suggested to pay attention to high-quality companies in the traditional Chinese medicine industry. The specific ideas are as follows: (1) brand leaders of traditional Chinese medicine, including Beijing Tongrentang Co.Ltd(600085) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) ; (2) Leading companies of innovative traditional Chinese medicine, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Tasly Pharmaceutical Group Co.Ltd(600535) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) and Jiangsu Kanion Pharmaceutical Co.Ltd(600557) ; (3) Formula granules leading Chinese traditional medicine and China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) ; (4) OTC Chinese patent medicine enterprises with obvious brand value include China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Henan Lingrui Pharmaceutical Co.Ltd(600285) and Jianmin Pharmaceutical Group Co.Ltd(600976) . From the perspective of valuation, the above-mentioned companies are basically near the valuation center in recent five years, with sufficient safety margin and high allocation value.
