Hot topics
1. Aluminum industry
Driving event: the national development and Reform Commission, affected by the international situation, copper and aluminum prices rose rapidly. From January to February, the average spot price of copper in China was 70870 yuan / ton, up 16.9% year-on-year; The average spot price of aluminum was 21988 yuan / ton, up 40.8% year-on-year.
Related stocks: Nanjing Yunhai Special Metals Co.Ltd(002182) ( Nanjing Yunhai Special Metals Co.Ltd(002182) ), Shanghai Huafon Aluminium Corporation(601702) ( Shanghai Huafon Aluminium Corporation(601702) )
2. Hydrogen energy
Driving event: the release of the national heavy hydrogen energy industry plan pushed the attention of hydrogen fuel cell vehicles to a high point, and hydrogen fuel cell vehicles “enter the spring all night”. It is urgent for China’s fuel cell industry to achieve the “golden opportunity” in the development of hydrogen vehicle industry.
Related stocks: Hunan Corun New Energy Co.Ltd(600478) ( Hunan Corun New Energy Co.Ltd(600478) ), Beiqi Foton Motor Co.Ltd(600166) ( Beiqi Foton Motor Co.Ltd(600166) )
3. Covid-19 pneumonia detection
Driving events: from 0:00 on April 2, the personnel leaving Shanghai must hold the negative certificate of nucleic acid test within 48 hours + the negative certificate of antigen test within 24 hours; Those who cannot provide relevant supporting materials for nucleic acid and antigen detection shall be persuaded to return on site and shall not leave Shanghai. From 5:00 on April 1, Pudong, Punan and adjacent areas will be subject to zoning, classification and grid management.
Related stocks: Guangdong Hybribio Biotech Co.Ltd(300639) ( Guangdong Hybribio Biotech Co.Ltd(300639) ), Guangzhou Wondfo Biotech Co.Ltd(300482) ( Guangzhou Wondfo Biotech Co.Ltd(300482) )
4. Science and Technology Park
Driving events: as the first batch of enterprises listed on the selected layer in 2020, Guandian defense is not only the “first” listed enterprise of Beijing stock exchange, but also the “first” enterprise to apply for board transfer to the science and Innovation Board of Shanghai Stock Exchange in 2021. In 2022, the company became the “first” board transfer enterprise. The ceremony lasted 99 days from submitting the application for transferring the science and technology innovation board to successfully holding the meeting.
Related stocks: China Hi-Tech Group Co.Ltd(600730) ( China Hi-Tech Group Co.Ltd(600730) ), Jonjee Hi-Tech Industrial And Commercial Holding Co.Ltd(600872) ( Jonjee Hi-Tech Industrial And Commercial Holding Co.Ltd(600872) )
5. Phosphorus chemical industry
Driving events: the high prosperity of chemical fertilizer is expected to continue, and the new energy track provides a new profit growth point. For phosphorus chemical enterprises in the past year, it is really “smiling”. The annual report performance of “phosphorus chemical leader” 6 Ningxia Orient Tantalum Industry Co.Ltd(000962) 021 increased by 12 times year-on-year, setting a record high since its listing in 1997.
Related stocks: Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) ( Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) ), Yunnan Yuntianhua Co.Ltd(600096) ( Yunnan Yuntianhua Co.Ltd(600096) )
