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heavy plan issued outbreak of traditional Chinese Medicine Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and other daily limit
The introduction of the “14th five year plan” for the development of traditional Chinese medicine was boosted, and the traditional Chinese medicine sector rose sharply on the 31st. As of press time, Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Guizhou Xinbang Pharmaceutical Co.Ltd(002390) , Tonghua Golden-Horse Pharmaceutical Industey Co.Ltd(000766) , Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) , Guangdong Taiantang Pharmaceutical Co.Ltd(002433) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Jilin Aodong Pharmaceutical Group Co.Ltd(000623) . In terms of news, 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 to strengthen the leading traditional Chinese medicine hospital. Relying on traditional Chinese medicine hospitals with strong comprehensive strength and high management level, build a number of national traditional Chinese medicine centers, which represent the national first-class level in the diagnosis and treatment of difficult and critical diseases, the cultivation of high-level traditional Chinese medicine talents, high-level research and innovation transformation, the solution of major public health problems, modern hospital management, international exchange of traditional medicine, etc. Take the national high-level traditional Chinese medicine hospitals as output hospitals, promote the construction project of national regional medical centers, and set up sub centers and branches in provinces where there is a shortage of high-quality traditional Chinese medicine resources or patients transfer to other countries for medical treatment, so as to promote the expansion and balanced layout of high-quality traditional Chinese medicine medical resources.
Kaiyuan Securities said that the “14th five year plan” for the development of traditional Chinese medicine will promote the healthy and long-term development of the traditional Chinese medicine sector in an all-round way from the aspects of clinical research and development, medical services, traditional Chinese medicine planting, payment and drainage. From the perspective of sub sectors, innovative traditional Chinese medicine, traditional Chinese medicine chain, rehabilitation institutions, rehabilitation equipment, traditional Chinese medicine planting, traditional Chinese medicine products and other sectors will benefit. In terms of innovative traditional Chinese medicine, the 14th five year plan emphasizes tackling key problems in key areas compared with the 13th five year plan. At the same time, strengthening the cooperation between traditional Chinese medicine hospitals, enterprises and scientific research institutions is conducive to traditional Chinese medicine innovative medicine enterprises to enrich their innovative resources and accelerate the progress of new drug research and development; Optimizing the registration management of traditional Chinese medicine preparations and speeding up the collection of key information of prescriptions are conducive to speeding up the approval process of new traditional Chinese medicine drugs.
In terms of TCM chain, the 14th five year plan encourages qualified TCM professionals and technicians to set up TCM clinics, significantly increasing their support compared with the 13th five year plan. Gushengtang, Chinese traditional medicine and other enterprises carrying out TCM clinics are expected to speed up the layout of relevant businesses with the support of policies.
In terms of rehabilitation, the plan proposes to lay out the rehabilitation center of traditional Chinese medicine, and the State supports the rehabilitation chain organized by private institutions. The construction of rehabilitation hospitals and rehabilitation departments will increase the demand for rehabilitation equipment and facilitate the business expansion of rehabilitation equipment manufacturing and sales enterprises.
In terms of traditional Chinese medicine planting, the 14th five year plan has broadened the development space of traditional Chinese medicine planting industry, benefiting traditional Chinese medicine manufacturers with traditional Chinese medicine planting layout, including Chinese traditional medicine, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited(600332) , Beijing Tongrentang Co.Ltd(600085) , Kpc Pharmaceuticals Inc(600422) , etc.
The strong support of payment end and medical insurance end will promote the growth of demand for traditional Chinese medicine. On the channel side, the expansion of the Internet and overseas channels is conducive to the expansion of business coverage of traditional Chinese medicine enterprises. Since the outbreak of covid-19 pneumonia, traditional Chinese medicine has fully participated in the epidemic prevention, control and treatment. The combination of traditional Chinese and Western medicine will further promote the growth of the sales scale of traditional Chinese medicine.
A billion yuan
The water conservancy construction sector rose strongly in intraday trading on the 31st. As of press time, China Camc Engineering Co.Ltd(002051) , Xinjiang Guotong Pipeline Co.Ltd(002205) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Zhengping Road & Bridge Construction Co.Ltd(603843) and other trading limits, Ningbo Construction Co.Ltd(601789) , Chengbang Eco-Environment Co.Ltd(603316) , Senci Electric Machinery Co.Ltd(603109) and other gains were higher.
On the news, the executive meeting of the State Council held on the 29th called for detailed measures to reduce compaction responsibilities and resolutely prevent major and major safety accidents; Deploy and make good use of government bonds, expand effective investment, and promote the improvement of weaknesses and the growth of the economy; It is decided to start a number of new water conservancy projects with mature conditions to improve the ability of water resources guarantee and disaster prevention and reduction.
The meeting pointed out 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.
Previously, the Ministry of water resources issued the guiding opinions on the implementation of major national water network projects, and the general office of the Ministry of water resources issued the implementation plan for the implementation of major national water network projects during the 14th Five Year Plan period, which defined the main objectives of accelerating the construction of major national water network projects, focusing on improving the optimal allocation system of water resources and systematically deploying various tasks and measures. The guiding opinions require that a number of national water network backbone projects be built by 2025 and the construction of provincial, municipal and county water networks be implemented in an orderly manner; A number of major water diversion and key water source projects have been completed, with a new water supply capacity of 29 billion cubic meters; The popularization rate of tap water in rural areas has reached 88%; The key irrigation and drainage projects in large and medium-sized irrigation areas have added and restored 15 million mu of effective irrigation area. It is understood that in 2021, the investment in water conservancy construction will be 757.6 billion yuan. 67 of 150 major water conservancy projects have been approved and 62 have been started. With the implementation of major projects of the national water network in 2022, it is expected that the national water conservancy construction investment will gradually increase.
Guotai Junan Securities Co.Ltd(601211) Securities pointed out that 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 river basin flood control and make up for the shortcomings of intelligent 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.
Changjiang Securities Company Limited(000783) said that constrained by factors such as the liquidation of hidden debts of local governments, the growth rate of water conservancy investment has slowed down as a whole in recent years. However, with the implementation of 150 major water conservancy projects (by the end of 2021, 67 projects have been approved and 62 projects have been started), the investment in water conservancy construction is expected to reverse and reach double-digit growth in the next few years.
Relevant targets mainly include: Anhui construction engineering leader Anhui Construction Engineering Group Corporation Limited(600502) ; Comprehensive whole process consulting enterprise China Design Group Co.Ltd(603018) ; Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , a leading enterprise in the hydropower industry and maintaining a high market share; China Energy Engineering Corporation Limited(601868) , who has accumulated profound experience in the field of hydropower and participated in the construction of a number of major projects; Leading regional water conservancy projects in Guangdong Guangdong No.2 Hydropower Engineering Company Ltd(002060) ; Other infrastructure central enterprises China Railway Group Limited(601390) , China Railway Construction Corporation Limited(601186) , Jsti Group(300284) , etc.
big long term investment value highlights “buy bank shares and earn dividends” is reliable
Although most bank stocks are in a net breaking state, banks still generously take out “real gold and silver” to repay shareholders. Among the 22 banks that have disclosed the performance report of 2021, 20 banks have announced the dividend plan. Due to the high growth of bank performance rarely seen in recent years, bank dividends are also particularly “generous”.
According to data statistics, based on the number of share capital at the end of 2021, except China Zheshang Bank Co.Ltd(601916) , Bank Of Zhengzhou Co.Ltd(002936) regardless of infrared, the 20 A-share listed banks that announced dividends proposed to pay dividends of nearly 500 billion yuan, which is the absolute “main force of dividends” among A-share listed companies.
In 2021, the share price performance of bank shares is not satisfactory, but the dividend may make up for the “Book Loss” of investors to a certain extent. Some insiders believe that cash dividends of listed companies are one of the effective weights to attract long-term investment. From the perspective of traditional values, companies with continuous cash dividends have long-term investment value.
3 pieces
According to statistics, a total of 101 shares of institutional seats appeared in the dragon and tiger list in the past week, with a total sales volume of 8.83 billion yuan. Among them, 32 were net purchases of institutional funds, 69 were net sales of institutional funds, and the purchased stocks were relatively scarce Tech-Bank Food Co.Ltd(002124) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Jinghua Pharmaceutical Group Co.Ltd(002349) received a net purchase of more than 100 million yuan.
Tech-Bank Food Co.Ltd(002124) 3 on March 29, the daily limit was raised. According to the data of the dragon and tiger list after hours, the buying list was dominated by institutional funds and northbound funds. The total net purchase of funds of the four institutions was 370 million yuan, while northbound funds operated in the opposite direction, with a net sale of 183 million yuan. On the next day of institutional buying, Tech-Bank Food Co.Ltd(002124) continued to rise in early trading, rising about 7% after opening, and then slightly corrected, closing up 3.11%.
Guangdong No.2 Hydropower Engineering Company Ltd(002060) in the past week, the data of the dragon and tiger list were disclosed three times in a row, and all institutional funds were listed to buy seats, with a total net purchase of 272 million yuan. The company had planned to purchase 100% of the equity of China Construction Engineering Group, which is expected to constitute a major asset restructuring, so the trading was suspended. After the resumption of trading last Monday, the trading limit was reached again in the session yesterday, and then fell rapidly, closing up 2.56%.
Wingtech Technology Co.Ltd(600745) 3 on March 24, the total net outflow of institutional funds in the past week was the highest, at 615 million yuan. It is worth noting that the Wingtech Technology Co.Ltd(600745) longhubang buy and sell seats appear at the same time with 8 institutional seats, and the capital flows are very different. One institution has a large net sale of 678 million yuan, the other three institutions have a net sale of more than 50 million yuan, and the other four institutions have a net purchase of 368 million yuan. Northbound capital has increased its position in the stock in reverse in the past week, with a cumulative net purchase of 4.5834 million shares, with a cumulative decline of 18.19% during the period of individual shares.
Among the individual stocks net purchased by institutional seats, 25 stocks announced the 2021 annual performance forecast, performance express or annual report, of which 13 stocks increased in advance, accounting for slightly more than half, while the proportion of increased in advance among the individual stocks net sold was more than two-thirds, or related to the withdrawal of capital profits after the performance disclosure. Among the net purchased shares, Hengbao Co.Ltd(002104) , Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Hubei Yihua Chemical Industry Co.Ltd(000422) performance pre increase ranks first, all exceeding 1000%.
market high shock coal enterprises’ first quarter performance forecast
Under a series of supply guarantee policies, China’s coal market price has bid farewell to the previous abnormally high, but compared with previous years, the coal price in the first quarter of 2022 remained high and volatile as a whole, and the performance of relevant listed companies was also frequently predicted.
On March 30, Wintime Energy Co.Ltd(600157) disclosed that the performance forecast for the first quarter of 2022 showed that the net profit in the expected period was 300 million yuan ~ 350 million yuan, with a year-on-year increase of 44.09% ~ 68.1%; Deduct non net profit of RMB 276 million to RMB 326 million, with a year-on-year increase of 172.81% ~ 222.24%.
On the 30th, Anhui Hengyuan Coal Industry And Electricity Power Co.Ltd(600971) ( Anhui Hengyuan Coal Industry And Electricity Power Co.Ltd(600971) ), which is mainly engaged in coal mining, washing, processing and sales, also announced that according to the preliminary calculation of the company, the net profit in the first quarter of 2022 is expected to be about 382 million yuan, an increase of about 128 million yuan over the same period of the previous year (after retroactive adjustment), with a year-on-year increase of about 50.16%; It is expected to realize a net profit of about 386 million yuan, an increase of about 132 million yuan over the same period of last year (after retroactive adjustment), a year-on-year increase of about 52.2%.
For the later trend of the coal market, Joey, an analyst at China coal market network (cctd), believes that the pressure of terminal inventory replenishment will be relieved in early April. First, the demand for industrial power may continue to be limited in the short term. As the covid-19 pneumonia epidemic is widely distributed in this round, considering that it will still take some time to return to normal, it is expected that strict control measures in the short term will continue to limit China’s industrial power demand; Secondly, the demand for civil electricity will be weak; Thirdly, the substitution effect of hydropower is enhanced; Finally, the shift of Daqin line after spring maintenance slowed down the pace of terminal inventory replenishment.
In the near future, the coal supply of producing areas has remained relatively high. With the support of the strong supply guarantee policy, China’s coal output has continued to be higher than that of last year. According to the data monitored by China coal market network, since March this year, Inner Mongolia Eerduosi Resources Co.Ltd(600295) the city’s average daily coal output has remained at about 2.64 million tons, a year-on-year increase of more than 30%. Although the coal storage of some power plants is still at a low level and there is a certain demand for replenishment of inventory, the pressure of replenishment of inventory at the terminal will be relieved in early April. In addition, the coal supply at the place of origin will remain relatively high. According to the information of China Railway group, the national railway will implement a new train diagram from 0:00 on April 8, and the transportation capacity of electric coal will be further improved. It is expected that in early April, Beigang inventory is expected to maintain a recovery trend, and the market coal price will continue to be under pressure.
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.
