Today (March 31) A-share shock callback, vulnerable pattern at a glance. On the disk, in terms of industries, real estate, cement and building materials, banking, coal, shipping ports, commercial department stores and other industries led the rise; Energy metal, photovoltaic, battery, wind power, aerospace, chemical fertilizer, semiconductor, power supply equipment, tourism and hotels and other industries led the decline. In terms of subject stocks, the rise was led by digital currency, rental and sale rights, civil explosion concept, cross-border payment, hair medical treatment, etc; Blade battery, lithium extraction from Salt Lake, fluorine chemical industry, aquaculture, covid-19 detection, energy storage and other declines were among the top.
China Meheco Group Co.Ltd(600056) from the daily limit to over 9% turnover over 10 billion yuan
On March 31, China Meheco Group Co.Ltd(600056) plunged rapidly in the afternoon, and the share price once fell by more than 9%. As of the close, it was reported at 36.36 yuan. The turnover was 10.89 billion yuan, with a turnover rate of 24.91%. In fact, since March, China Meheco Group Co.Ltd(600056) has increased the limit 13 times, or 230%.
On the news side, China Meheco Group Co.Ltd(600056) said that the commercial operation of Pfizer Inc COVID-19 virus treatment PAXLOVID in Chinese mainland market will be in the agreement period (2022). Recently, according to the relevant requirements of the notice on doing a good job in the medical security work of current epidemic prevention and control issued by the office of the National Medical Security Bureau, the product is temporarily included in the payment scope of the medical insurance fund of each province. The medical institution purchases the product at the price consistent with the communication between the enterprise and relevant departments, and the medical insurance department pays according to the regulations.
According to China Meheco Group Co.Ltd(600056) the latest announcement, the final use and sales of paxlovid are greatly uncertain due to factors such as epidemic prevention and control, and it is expected that the relevant business scale accounts for a small proportion of the company’s overall business volume, which has no significant impact on the company’s recent operating performance.
China Meheco Group Co.Ltd(600056) performance forecast shows that the net profit attributable to shareholders of the listed company is expected to be RMB 300 million to RMB 700 million in 2021, a year-on-year decrease of 77% to 47%.
coal sector fluctuated higher Pingdingshan Tianan Coal Mining Co.Ltd(601666) rose by more than 9% company’s net profit increased by 110% last year
The coal sector rose in intraday shock on the 31st. As of press time, Pingdingshan Tianan Coal Mining Co.Ltd(601666) rose by more than 9%, and Huaibei Mining Holdings Co.Ltd(600985) , China Coal Xinji Energy Co.Ltd(601918) , Shanxi Coal International Energy Group Co.Ltd(600546) , Anhui Hengyuan Coal Industry And Electricity Power Co.Ltd(600971) , Shaanxi Coal Industry Company Limited(601225) and other gains were ahead.
Pingdingshan Tianan Coal Mining Co.Ltd(601666) the annual report of 2021 disclosed recently shows that in 2021, the company’s raw coal output was 28.85 million tons, the clean coal output was 11.88 million tons, and the operating revenue was 29.7 billion yuan, a year-on-year increase of 32.6%; The net profit attributable to shareholders of listed companies was 2.922 billion yuan, a year-on-year increase of 110.61%. The company plans to distribute cash dividends of 7.6 yuan (including tax) to all shareholders for every 10 shares, totaling 1.76 billion yuan, accounting for 60.21% of the net profit available for distribution attributable to shareholders of the listed company in the current year.
Capital Securities pointed out that recently, the national development and Reform Commission has strengthened the implementation of coal supply and price stability and the coal contract of the medium and long term association, so as to reduce the sharp fluctuation of coal price and ensure the safety and stability of energy supply. On the supply side, Nissan energy is expected to continue to approach the high daily energy level of 12.6 million tons last year in the short term. Affected by the supply and price stability last year, the marginal elasticity has been released relatively more, and the possibility of significant improvement of the short-term margin is small, At present, the tense situation is difficult to form and improve significantly. With the superposition of factors such as the impact of China’s epidemic on transportation capacity and the rise of highway freight, the supply side is still the core reason. The main coal producing countries in Indonesia and Australia have negative factors for the reduction of coal supply. The high overseas coal price leads to the decline of China’s import demand in March. Due to the influence of transportation capacity and full supply guarantee of power plants, the port inventory level cannot be recovered quickly in the short term. The inventory is at the low level in the same period of the last three years, and the daily consumption level of downstream power plants is increasing, resulting in the shortage of coal in the market, while building materials Chemical industry is less sensitive to coal prices, and coal prices are expected to remain high and continue to operate.
The coal stock index is still at a low historical level. Leading companies have a high proportion of dividends, boosting market sentiment, which is expected to accelerate the valuation repair of the sector and continue to be optimistic about the future market. It is suggested to focus on the target: power coal company Shaanxi Coal Industry Company Limited(601225) , Shanxi Coal International Energy Group Co.Ltd(600546) , Yankuang energy, China Shenhua Energy Company Limited(601088) ; Coking coal company Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Huaibei Mining Holdings Co.Ltd(600985) , Shanxi Coking Coal Energy Group Co.Ltd(000983) , Guizhou Panjiang Refined Coal Co.Ltd(600395) .
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In terms of news, recently, the people’s Bank of China held a 2022 Video Conference on currency, gold and silver and security. The meeting called for solid promotion of the pilot research and development of digital RMB, orderly expansion of the pilot scope, continuous improvement of design and use, and gradual establishment and improvement of the management system framework.
Ping An Securities pointed out that at present, the digital RMB is piloted in the “10 + 1” region or scenario, and the governments of 10 pilot regions actively promote the application of digital RMB at the C-end and b-end through preferential incentives; The Beijing Winter Olympics provides a unique application scenario for international friends in China and actively promotes the cross-border application of digital RMB. By the end of 2021, 261 million personal digital RMB wallets had been opened, with a transaction amount of 87.6 billion yuan, an increase of 11.5 times and 154% respectively compared with the end of June 2021, but there is still great room for improvement compared with the transaction amount of one million billion yuan per quarter of mobile payment.
At the beginning of 2022, the digital RMB (pilot version) app was officially launched in major mobile app stores, and the popularity of digital RMB may continue to improve.
The agency said that 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. With the improvement of the acceptance of relevant “hard wallets”, relevant digital RMB hardware developers will have the opportunity to obtain more relevant orders and promote the improvement of performance. 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.
Huaxi Securities Co.Ltd(002926) believes that in combination with the current scenario expansion process of the central bank, we should focus on the head bank IT manufacturers at this stage, which has both the certainty of bank side it transformation and the imagination space of scenario operation. Shenzhen Sunline Tech Co.Ltd(300348) , Digital China Information Service Company Ltd(000555) , and other beneficiary manufacturers include Tansun Technology Co.Ltd(300872) , Northking Information Technology Co.Ltd(002987) , Global Infotech Co.Ltd(300465) , etc. In addition, financial equipment manufacturers will also usher in large-scale transformation opportunities, and Urovo Technology Co.Ltd(300531) , Newland Digital Technology Co.Ltd(000997) , Xgd Inc(300130) , Lakala Payment Co.Ltd(300773) , Grg Banking Equipment Co.Ltd(002152) , are expected to benefit.
real estate “implementing policies for the city” is in progress institutions are optimistic about opportunities for high-quality enterprises
On March 30, the Shanghai Branch of the people’s Bank of China issued the guidelines for Shanghai credit policy in 2022, which proposed to correctly understand and implement the prudent management system of real estate finance, do a good job in real estate project M & a financial services, increase financial support for affordable housing, and help alleviate the housing pressure of new citizens.
In addition, the purchase restriction policy of Fuzhou property market has been liberalized to a certain extent. Fuzhou real estate registration and trading center said: “foreign accounts do not need to provide medical and social security certificates, you can buy the first house in Fuzhou five districts.”
According to the research of Anxin securities, the meeting of the Finance Committee on March 16 clearly put forward the “prevention and resolution of real estate market risks”. The transformation from “individual real estate enterprises” to “market risks” means that more direct and effective governance policies may be on the way. These policies are not only conducive to resolving the liquidity risk of real estate enterprises, but also committed to preventing the risk from spreading to banks, residents and a wider range of real estate enterprises. The former is good for the trapped people’s housing enterprises, while the latter is good for small and medium-sized central enterprises and state-owned enterprises. Relatively speaking, the small and medium-sized central enterprises and state-owned enterprises with fundamental support have high certainty and are expected to get out of the trend opportunities. At present, the trapped civilian housing enterprises are mainly catalyzed by the expected positive, and the transactional characteristics are more certain. Of course, there are continuous investment opportunities for state-owned enterprises. With the recovery of market risk appetite and the timely introduction of relevant policies, it is also worth paying attention to whether the real estate is expected to further drive the investment opportunities of relevant industrial chain stocks.
China Securities Co.Ltd(601066) continue to be firmly optimistic about the opportunities for high-quality enterprises in the real estate sector. The current market conditions and their competitive advantages will help them obtain the opportunity to significantly increase their market share in the medium term. A share recommended by a developer for a share recommended by a developer: a share recommended by a developer: a share recommended by a developer for a share of a share: followinga series of a series of a series of a series of a series of a series of a series of a series of a series of a share: followinga series of a series of recommended a by a developer: a number of a share recommended by a developer to recommend a share of a share of a share recommended by a developer: Tsingtao Brewery Company Limited(600600) 600followinga series of a series of a series of a series of a series of a series of a series of a series of a series of a series of a series of a series of (a) the; Hong Kong stocks: China overseas development, China Resources Land, Longhu group and Xuhui holding group. Property management recommendations include a shares: China Merchants Property Operation & Service Co.Ltd(001914) , New Dazheng Property Group Co.Ltd(002968) ; Hong Kong stocks: Country Garden service, poly property, Xuhui Yongsheng service, China Resources Vientiane life. Green City Management Holdings is recommended by the agent construction standard.
Chinese medicine welcome heavy policy industry demand gradually released pay attention to these segments
In Thursday’s session, the traditional Chinese medicine sector rose. As of press time, Guizhou Xinbang Pharmaceutical Co.Ltd(002390) , Guangdong Taiantang Pharmaceutical Co.Ltd(002433) , Guilin Layn Natural Ingredients Corp(002166) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and other stocks rose by the limit, Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) recorded five consecutive boards, and Datang pharmaceutical, Shandong Buchang Pharmaceuticals Co.Ltd(603858) , Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) and other stocks rose one after another.
On March 29, the general office of the State Council issued the “14th five year plan” for the development of traditional Chinese medicine. The plan proposes that by 2025, the health service capacity of traditional Chinese medicine will be significantly enhanced, the high-quality development policies and system of traditional Chinese medicine will be further improved, the revitalization and development of traditional Chinese medicine will achieve positive results, and its unique advantages in the construction of a healthy China will be brought into full play.
Sinolink Securities Co.Ltd(600109) pointed out that the plan clearly proposed 15 major development indicators, implemented the status of traditional Chinese medicine in the prevention and control of epidemic situation, promoted the healthy and high-quality development of traditional Chinese medicine industry, improved the price and medical insurance policies of traditional Chinese medicine, promoted the optimization of registration and approval of innovative traditional Chinese medicine, and international sales may become a new increment in the development of traditional Chinese medicine. The aggravation of population aging and the increase of the incidence of chronic diseases have brought considerable market demand for the “prevention of diseases” of traditional Chinese medicine. We are optimistic about the development of traditional Chinese medicine industry. With the promotion of health awareness and consumption upgrading, the demand for traditional Chinese medicine will be gradually released, and the certainty of future industry development will be enhanced. It is suggested to increase the investment and allocation of traditional Chinese medicine.
Minsheng Securities believes that the national “14th five year plan” special plan for traditional Chinese medicine has been implemented, traditional Chinese medicine has officially entered a high-quality development stage, and the industry has opened medium and long-term imagination space. OTC, TCM diagnosis and treatment, formula granules and innovative traditional Chinese medicine are expected to take the lead in benefiting.
China will speed up the construction of water conservancy projects water conservancy infrastructure is ready (with shares)
The executive meeting of the State Council held on March 30 proposed that water conservancy projects are livelihood projects, development projects and safety projects. This year, another batch of projects that have been included in the plan and have mature conditions will be started, including major water diversion and transfer projects such as the follow-up project of the South-to-North Water Transfer, backbone flood control and disaster reduction, danger removal and reinforcement of dangerous reservoirs, construction and transformation of irrigation areas, etc. These projects, together with other water conservancy projects, can complete an investment of about 800 billion yuan in the whole year. According to the requirements of the meeting, ensure the project quality and ensure the safe operation of the project.
Guotai Junan Securities Co.Ltd(601211) pointed out that in 2022, the economic work will focus on steady growth. As one of the important infrastructure construction fields, water conservancy has the characteristics of strong social benefits, large investment absorption and long industrial chain. The development of water conservancy is expected to fully boost demand, create employment and make an important contribution to achieving the goal of steady growth. In combination with the work deployment of the central government and the Ministry of water resources, water conservancy will focus on the construction of major projects such as national water network and watershed flood control and the improvement of smart water conservancy in 2022. In terms of medium and long-term planning, during the 14th Five Year Plan period, water conservancy construction will achieve high-quality development from the four investment directions of flood control, water supply, intelligent water conservancy and ecological restoration. Its investment growth rate is expected to enter a new round of growth period driven by the accelerated implementation of 150 major water conservancy projects.
The agency believes that the regional leaders in the industrial chain of large infrastructure construction of water conservancy are more flexible, and smart water conservancy is recommended China Railway Group Limited(601390) . Water conservancy construction is conducive to the fields of construction (Engineering and Design) and building materials (pipe, waterproof and cement). The regional leaders in southwest, South China and East China have greater flexibility. Intelligent water conservancy recommends that the calculation link has the advantage of integration China Railway Group Limited(601390) . Recommend 13 “gold stock combinations” of Guojun strategic water conservancy new infrastructure, including Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) / Jsti Group(300284) / China Liansu / Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) / Huaxin Cement Co.Ltd(600801) / China Railway Group Limited(601390) .
