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education sector has a strong trend Qtone Education Group(Guangdong) Co.Ltd(300359) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) and other stocks have risen by the limit
The education sector had an active intraday trend on the 6th. As of press time, Qtone Education Group(Guangdong) Co.Ltd(300359) “20cm” limit, Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , etc. also rose.
On the news side, recently, the national wisdom education platform was officially launched. The first phase of the platform mainly includes four sub platforms: the National Smart Education Platform for primary and secondary schools, the National Smart Education Platform for vocational education, the National Smart Education Platform for higher education and the national 24365 college student employment service platform.
It is reported that the national vocational education intelligent education platform has four sections: “professional and curriculum service center”, which serves learners, enables them to enjoy high-quality and convenient digital resources of vocational education, and improves the use efficiency of digital resources of vocational education; “Textbook resource center” serves the needs of vocational education textbook development, selection, supervision and evaluation; “Virtual simulation training center” serves the application needs of vocational education training teaching, skill appraisal and competition examination; “Teacher service center” serves vocational education Cadres and staff, optimizes training content and improves training quality. The national vocational education wisdom education platform is constructed in three phases. The professional and course service center was launched on March 28, and the development and launch of other centers were completed by the end of June. Up to now, the platform has more than 178000 self built courses for teachers, making it possible to cultivate technical and skilled talents on a “large-scale personalized” basis.
In the future, the national vocational education smart education platform will gradually build a “platform for the co construction and sharing of high-quality vocational education resources, a platform for students’ learning and exchange, and a platform for teachers’ education, teaching and lesson preparation exchange”, and launch virtual simulation training center, teachers’ ability improvement center and teaching material resource center one after another. Establish a more perfect national, provincial and school level complementary high-quality specialty and curriculum resources co construction and sharing system.
industry favorable policies occur frequently traditional Chinese medicine sector rises strongly Xiangxue Pharmaceutical Co.Ltd(300147) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , etc.
The traditional Chinese medicine sector rose strongly on the 6th. As of press time, Xiangxue Pharmaceutical Co.Ltd(300147) “20cm” limit rose Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Jilin Zixin Pharmaceutical Industrial Co.Ltd(002118) , Tus- Pharmaceutical Group Co.Ltd(000590) , Dali Pharmaceutical Co.Ltd(603963) , Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , etc. In terms of news, the 14th five year plan for the development of traditional Chinese Medicine released on March 29 proposed that on the basis of accelerating the improvement of the top-level design of the development of traditional Chinese medicine in the 13th five year plan, continuously optimizing the policy environment and increasing support, put forward development requirements for the existing problems, and put forward development goals for traditional Chinese medicine services, talent team, inheritance and innovation, high-quality industrial development, etc, Promote the high-quality development of traditional Chinese medicine industry.
In addition, on March 30, ten ministries and commissions jointly issued the notice on printing and distributing the “14th five year plan” action plan of the grass-roots traditional Chinese medicine service capacity improvement project, which mentioned that by 2025, the grass-roots traditional Chinese medicine service network integrating prevention and health care, disease treatment and rehabilitation will be more perfect, service facilities and equipment will be more perfect, staffing will be more reasonable, management will be more standardized, and traditional Chinese medicine services covering the whole people and the whole life cycle will be provided. The specific goal is to achieve five “full coverage” of grass-roots traditional Chinese medicine by 2025: the county run traditional Chinese medicine medical institutions (hospitals, outpatient departments and clinics) will basically achieve full coverage; Full coverage of community health service centers and traditional Chinese medicine centers of township health centers; The provision of grass-roots traditional Chinese medicine services has basically achieved full coverage; The allocation of TCM talents at the grass-roots level has basically achieved full coverage; Grassroots TCM health education has achieved full coverage. The notice specifically mentioned that social forces are encouraged to organize medical institutions of traditional Chinese medicine in the county, develop rehabilitation hospitals and nursing homes (stations) with traditional Chinese medicine characteristics, and support social forces to organize medical and nursing institutions with traditional Chinese medicine characteristics. Traditional Chinese medicine medical service institutions will enter the stage of accelerated development.
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) .
the third batch of pilot cities landed digital currency concept revived Chutian Dragon Co.Ltd(003040) limit for four consecutive trading days
The concept of digital currency rose in intraday trading on the 6th. As of press time, Szzt Electronics Co.Ltd(002197) , Chutian Dragon Co.Ltd(003040) limit, Synthesis Electronic Technology Co.Ltd(300479) , Beijing Cuiwei Tower Co.Ltd(603123) , Wuhan Tianyu Information Industry Co.Ltd(300205) , Shenzhen Emperor Technology Company Limited(300546) and other gains were ahead.
It is worth noting that Chutian Dragon Co.Ltd(003040) has been trading for four consecutive trading days. The company announced yesterday that the company is concerned about the high attention of the recent market to electronic ID card, digital RMB and related products. Now the relevant matters are explained as follows: the company has cooperated with customers in some industries to carry out the testing of electronic ID card related products, and there is no electronic ID card related business at present. The company has participated in the digital RMB pilot project of several operating institutions, and the digital RMB is still in the pilot stage. Up to now, the proportion of relevant business income in the overall income of the company is low.
The company solemnly reminds investors of prudent decision-making and rational investment.
On the news, on March 31, the people’s Bank of China held a symposium on the pilot work of digital RMB R & D. The meeting held that at present, digital RMB has formed a number of application modes covering Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , replicable and popularized in the fields of wholesale and retail, catering, culture and tourism, government payment, etc. major pilot projects such as the scenes of 2022 Beijing Winter Olympic Games and winter Paralympic Games have been successful, the number of users, merchants and transaction scale participating in the pilot has increased steadily, and the market response has been good.
The meeting pointed out that with the further promotion of the pilot test, digital RMB R & D faces new situations and problems in highlighting convenience, optimizing inclusiveness, highlighting innovation, ensuring security, reflecting compliance and strengthening sustainability, which need to be further studied and explored.
The meeting stressed that the digital RMB R & D pilot should adhere to the “people’s character” and play a greater role in expanding the coverage of financial services, improving the level of inclusive financial services, helping local economic development, supporting the construction of digital government, improving the quality and efficiency of financial services to the real economy, and improving the business environment. We should adhere to marketization. In the process of the development, promotion and popularization of digital RMB, policy design should fully stimulate the enthusiasm and creativity of financial institutions, science and technology enterprises, local governments and other parties, and encourage competition in promoting the operation. We should adhere to the rule of law, carry out all work in accordance with the law, carry out legal construction in a forward-looking manner, ensure the security of the digital RMB system, grasp the relationship between privacy protection and crime prevention, and deeply study the potential impact on the financial system and other aspects.
Anxin Securities pointed out that the expansion of digital RMB pilot cities is expected to drive new demand, and the Asian Games may become another important display window. From the scope of pilot cities, the new 11 pilot cities cover relevant cities in the north, southwest and South China, forming a good complementarity with the previous two batches of pilot cities. So far, the pilot of digital RMB has covered typical regions such as East China, South China, North China, southwest, northwest and Northeast China, forming a national development pattern. On the other hand, the pilot cities include six host cities of the Asian Games in Zhejiang Province (hosted by Hangzhou and co hosted by Ningbo, Wenzhou, Jinhua, Shaoxing and Huzhou), accounting for 55% of the total 11 pilot cities, which reflects the importance of the Asian Games scene in the digital RMB pilot. Combined with the pilot demonstration role of the previous Beijing Winter Olympic Games scene, the Asian Games will become another important window for the international display of digital RMB, and the digital RMB application scene around the Asian Games is expected to continue to expand.
The agency believes that the digital RMB industry chain mainly includes five types of enterprises, and it is suggested to pay attention to the investment opportunities of relevant listed companies: 1) application scenario Enterprises: Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) , Newcapec Electronics Co.Ltd(300248) ; 2) Financial machinery enterprises: Grg Banking Equipment Co.Ltd(002152) , Newland Digital Technology Co.Ltd(000997) , Xgd Inc(300130) , Urovo Technology Co.Ltd(300531) , Shanghai Guao Electronic Technology Co.Ltd(300551) ; 3) Bank IT enterprises: Digital China Information Service Company Ltd(000555) , Shenzhen Sunline Tech Co.Ltd(300348) , Yusys Technologies Co.Ltd(300674) , Client Service International Inc(300663) , Northking Information Technology Co.Ltd(002987) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) , Beyondsoft Corporation(002649) ; 4) Payment institution: Lakala Payment Co.Ltd(300773) ; 5) Encryption algorithm Enterprises: Beijing Infosec Technologies Co.Ltd(688201) , Feitian Technologies Co.Ltd(300386) , Beijing Certificate Authority Co.Ltd(300579) , Koal Software Co.Ltd(603232) , Jilin University Zhengyuan Information Technologies Co.Ltd(003029) . Combined with the situation of the third batch of pilot cities, it is suggested to focus on the digital RMB construction of Hangzhou Asian Games, especially the digital RMB application enterprises with strong competitive advantages in Zhejiang market.
bank dividend rate exceeds 6% ! Is it really better to buy bank shares than to buy financial management
The performance of bank stocks is good, and the dividend is still heroic. Recently, the 2021 annual reports of A-share listed banks have been released one after another, and many banks have made generous investments – the dividend ratio is more than 30%, and the dividend rate is 6%, which is higher than the yield of most bank financial products.
In this regard, some people believe that it is better to buy bank shares than financial products. Compared with the recent situation that the net value of financial products fluctuates greatly, bank stocks maintain a stable dividend, which is indeed very attractive.
In the view of insiders, this statement actually represents two different investment logics. The bank dividend rate can indeed be used as a reference for stock selection, but it also needs to comprehensively consider factors such as stock price fluctuation, investment admission time and so on. In contrast, the overall risk of financial products is lower than that of stock assets, and the overall volatility of stable financial products is small. Investors should also consider it in the long run in combination with their own needs and risk appetite.
Citic Securities Company Limited(600030) : more attention should be paid to the real estate industry chain in the second quarter
Citic Securities Company Limited(600030) 4 / 5 pointed out that the epidemic had an unexpected impact on the pace of steady growth, and the urgency of policy overweight in the second quarter increased significantly. It is expected that the steady growth policy will shift from full deployment to centralized development. A number of pessimistic expectations in the market bottomed out in advance of the fundamentals, and the negative impact of the economy on the market is weakening since the second quarter. It is suggested to grasp the trend of mid-term repair in the second and third quarters, We will continue to stick to the main line of steady growth. Focusing on the layout of varieties with low valuation and expected low, we need to pay more attention to the real estate industry chain in the second quarter.
two departments deployed to speed up the development and construction of pumped storage projects during the 14th Five Year Plan period investment scale is about 9000 billion (with shares)
Recently, the national development and Reform Commission and the National Energy Administration jointly issued a notice to speed up the development and construction of pumped storage projects during the 14th Five Year Plan period. The notice points out that accelerating the development of pumped storage plays an important role in accelerating the construction of a new power system, promoting the large-scale and high proportion development of renewable energy, achieving the goal of carbon peak and carbon neutralization, ensuring the safe and stable operation of the power system, improving the level of energy security, promoting the expansion of effective investment and maintaining the stable and healthy development of economy and society. The notice stressed that the planning and construction of pumped storage energy in the area where large-scale wind power photovoltaic base is located should be well connected and coordinated with the planning, project layout and transmission channel of large-scale wind power photovoltaic base, so as to promote power transmission. The development and reform commissions and energy bureaus of all provinces (autonomous regions and municipalities) shall speed up the approval of pumped storage projects in 2022 in accordance with the principle of making every effort to verify and make every effort to open, ensure the approval of a number of projects by the end of 2022, and do a good job in connection with the subsequent annual approval of the 14th five year plan, so as to promote the sound, rapid, large-scale and high-quality development of pumped storage.
Pumped energy storage is a form of converting electric energy into gravitational potential energy for storage when water is pumped from Xiachi reservoir to shangchi reservoir in the period of low power load. The comprehensive efficiency is between 70% and 85%. It is applied to peak shaving and valley filling, frequency modulation, phase modulation and emergency standby of power system.
Guotai Junan Securities Co.Ltd(601211) pointed out that Polaris hydropower network reported that the National Energy Administration issued the medium and long term development plan for pumped storage (20212035) (Draft for comments), proposing that China’s installed capacity of pumped storage will increase to 300 million KW by 2035, an increase of about 10 times over 2020, exceeding the expected period. During the 14th five year plan, 180 million kilowatts of pumped storage will be started, with an investment scale of about 900 billion. Recommended Guangdong No.2 Hydropower Engineering Company Ltd(002060) , the company has the special qualification for general contracting of water conservancy and hydropower projects, has the Guangdong Provincial Water Conservancy and Hydropower Engineering Technology Research Center, and participates in the construction of many pumped storage power stations in Huizhou, Guangdong / Shenzhen / Qingyuan / Qiongzhong, Hainan / Yangjiang / Zhaoqing, which will fully benefit from the explosion of pumped storage market.
Among related concept stocks, Zheshang Securities Co.Ltd(601878) recommended China Railway Hi-Tech Industry Corporation Limited(600528) . New application fields such as pumped storage bring incremental demand for shield machine / TBM. It is estimated that the compound growth rate of installed capacity of pumped storage during the 14th Five Year Plan period will reach 23%, and the cumulative demand for Pumped Storage TBM in the next 15 years will reach 45 billion yuan.
