Fundamental logic of gold stocks in April:
Building materials – the downstream of Sobute New Materials Co.Ltd(603916) ( Sobute New Materials Co.Ltd(603916) ) water reducing agent is mainly infrastructure. The industry benefits from steady growth, and the production capacity of water reducing agent and functional materials of the company increases rapidly.
Automobile – Zhejiang Songyuan Automotive Safety Systems Co.Ltd(300893) ( Zhejiang Songyuan Automotive Safety Systems Co.Ltd(300893) ) technology has become a quasi first-line echelon in the world; The cost is significantly better than that of foreign capital; The market share of the three giants is as high as 90%, and domestic substitution is an inevitable trend.
One belt, one road, China’s Jiayou International Logistics Co.Ltd(603871) ( Jiayou International Logistics Co.Ltd(603871) ), which has been operating overseas or across the border, is free from the Red Sea competition of China’s low profit margins, opening up the “Blue Ribbon” market and making high profits.
Food and beverage – Henan Shuanghui Investment & Development Co.Ltd(000895) ( Henan Shuanghui Investment & Development Co.Ltd(000895) ) 1. The slaughtering business is light and the volume and profit increase together. 2. The decline in cost is conducive to the slaughtering and the profit increase of meat products. 3. The scale of large single products and new products of meat products has increased steadily, and the epidemic situation is good for the sales structure.
Agriculture – Jiangsu Lihua Animal Husbandry Co.Ltd(300761) ( Jiangsu Lihua Animal Husbandry Co.Ltd(300761) ) benefited from the rising prosperity of yellow chicken industry and the recovery of performance.
Agriculture – Shenzhen Kingsino Technology Co.Ltd(002548) ( Shenzhen Kingsino Technology Co.Ltd(002548) ) benefited from the reversal of pig price expectations, and the performance will pick up significantly.
Medicine – Asymchem Laboratories (Tianjin) Co.Ltd(002821) ( Asymchem Laboratories (Tianjin) Co.Ltd(002821) ) overseas covid-19 oral drug cdmo supplier, the valuation this year has been less than 40 times, the lowest in history.
Military industry – Baoji Titanium Industry Co.Ltd(600456) ( Baoji Titanium Industry Co.Ltd(600456) ) titanium alloy leading company, fully benefiting from the rapid growth of downstream engine and flight weapon R & D and production demand; The supply side increment of raised investment projects ensures the growth of performance.
Electronics – Jilin Oled Material Tech Co.Ltd(688378) ( Jilin Oled Material Tech Co.Ltd(688378) ) company is a well deserved leading enterprise in the subdivided field of OLED materials and application components in China. After more than ten years of technology accumulation and industry breakthrough, with the continuous improvement of AMOLED production capacity and the increasing voice of Chinese panel factory, Jilin Oled Material Tech Co.Ltd(688378) has a good opportunity to break the substantive monopoly of overseas enterprises on OLED supply chain.
Media – Beijing Jetsen Technology Co.Ltd(300182) ( Beijing Jetsen Technology Co.Ltd(300182) ) 1. All early-stage risks of the company are eliminated, and the company is the turning point; 2. The core business copyright distribution will grow explosively this year. It is certain to achieve a profit of more than 800 million, and the probability will exceed expectations; 3. The joint-stock company of the company is the best real-time digital human company in the whole market, enjoying all the benefits of metauniverse from the present to the future.
