Today (April 11), A-Shares opened low and went low. The gem fell more than 4%, a new low in the year, and the Shanghai index fell 3200 points. On the disk, in terms of industry, logistics, agriculture, animal husbandry, feeding and fishing, commercial department stores and other sectors rose against the trend; Energy metals, lithium batteries, real estate, photovoltaic, aerospace, wind power, wine making, electronic components and other industries led the decline. In terms of theme stocks, transgenic, express concept, community group purchase, prefabricated vegetable concept, civil explosion concept, chicken concept and aquaculture led the increase; Blade battery, solid-state battery, virtual power plant, Huawei automobile, salt lake lithium extraction, rental and sale rights, digital currency and other conceptual sectors led the decline.
real estate sector fell sharply Liulian board China Wuyi Co.Ltd(000797) limit net profit fell by more than 80% last year
The real estate sector is a sharp fall on the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the sector sector of the sector sector of the sector of the real estate sector. The real estate sector sector is a sharp fall in the 11 day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the 11th day of the sector sector of the sector sector of the sector of the sector of the real estate sector of the sector sector of the sector sector of the real estate sector. As of the release, the Tianjin Realty Development (Group) Co.Ltd(600322) Tianjin Realty Development (Group) Co.Ltd(600322) 3223222 Tianjin Realty Development (Group) Co.Ltd(600322) 2 and more than 20 shares fell by the limit. It is worth noting that the trading limit has been raised for six consecutive days in recent days.
China Wuyi Co.Ltd(000797) the annual report of 2021 disclosed recently shows that the company achieved an operating revenue of 8.667 billion yuan in 2021, a year-on-year increase of 48.92%; The net profit attributable to the shareholders of the listed company was 536141 million yuan, a year-on-year decrease of 81.29%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was 308662 million yuan, a year-on-year decrease of 89.06%.
Among them, the operating income of real estate business was 5.636 billion yuan, an increase of 66.51% over the same period of last year; The newly started area is 684500 m2; The sales area is 283400 m2 and the sales amount is 3.894 billion yuan; The settlement area is 344500 m2 and the settlement amount is 4.351 billion yuan.
The operating income of international engineering contracting business was 1.879 billion yuan, an increase of 17.19% over the same period of last year; The completed construction output value is 1.82 billion yuan, including 827 million yuan in Kenya, 298 million yuan in Ethiopia, 250 million yuan in Uganda, 169 million yuan in Tanzania, 106 million yuan in Papua New Guinea and 100 million yuan in the Philippines; 15 new international project contracts were signed, with a total amount of 2.024 billion yuan.
chemical fertilizer sector strengthened again Anhui Liuguo Chemical Co.Ltd(600470) two connected boards Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) etc. pulled up
The chemical fertilizer sector strengthened again on the 11th. As of press time, Anhui Liuguo Chemical Co.Ltd(600470) , Hubei Kailong Chemical Group Co.Ltd(002783) , Zhongnongfa Seed Industry Group Co.Ltd(600313) and other trading limits, Guangxi Yuegui Guangye Holdings Co.Ltd(000833) , Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Sichuan Hongda Co.Ltd(600331) , Hefei Fengle Seed Co.Ltd(000713) , Shuanghuan technology, etc. rose ahead. It is worth noting that Anhui Liuguo Chemical Co.Ltd(600470) has been trading for two consecutive trading days.
On the news side, the policy strictly controls the new production capacity, which makes the price of raw materials rise. On April 7, six departments including the Ministry of industry and information technology and the national development and Reform Commission issued the guiding opinions on promoting the high-quality development of petrochemical and chemical industry in the 14th five year plan, which once again required to strictly control the new production capacity of ammonium phosphate, yellow phosphorus and other industries. The increment of medium and long-term yellow phosphorus supply end will be limited, and the tight supply of raw materials is expected to be maintained. In this context, the cost of raw materials continued to rise in the first quarter of this year, driving the production cost of phosphate fertilizer manufacturers to rise by about 500 yuan / ton. The prices of other raw materials also increased surprisingly, which formed a strong cost support for chemical fertilizer.
Some analysts pointed out that the continuous rise in the price of chemical fertilizer has driven the strength of phosphate fertilizer, phosphate chemical industry and other related sectors. Shengang Securities believes that the prosperity of the chemical fertilizer industry is expected to continue. On the one hand, the policy strictly controls the new production capacity, resulting in the rise of raw material prices and strong cost support; On the other hand, the intensification of the conflict between Russia and Ukraine has a great impact on the global fertilizer supply, and the medium and long-term supply and demand is expected to continue the tight pattern.
agricultural stocks rose sharply Hainan Shennong Technology Co.Ltd(300189) , Xinjiang Talimu Agriculture Development Co.Ltd(600359) , Gansu Dunhuang Seed Group Co.Ltd(600354) and other stocks rose by the limit
In the afternoon of April 11, agricultural stocks rose sharply, with the sub sectors of agricultural planting, transgenic, corn and soybeans among the top gainers. As of press time, Hainan Shennong Technology Co.Ltd(300189) , Xinjiang Talimu Agriculture Development Co.Ltd(600359) , Gansu Dunhuang Seed Group Co.Ltd(600354) and other stocks rose by the limit.
In terms of investment opportunities, Guotai Junan Securities Co.Ltd(601211) pointed out that Shenzhen Agricultural Products Group Co.Ltd(000061) prosperity is high, the geographical situation is icing on the cake, and the main line is low inventory and demand recovery. (1) Crude oil sets the direction, and the high crude oil price lays the tone for the planting Shenzhen Agricultural Products Group Co.Ltd(000061) boom; (2) On the Chinese side, based on the position of the supply cycle, the prosperity of beans, corn, sugar, wheat, rice and other varieties will show varying degrees. Beans are highly dependent on foreign countries, greatly affected by foreign countries, and the price rise is obvious. Wheat is affected by late sowing, and the output is expected to decline slightly in 2022. At the same time, the rise of wheat price weakens the effect of wheat replacing corn, geographical events affect corn imports, and the contradiction between corn supply and demand appears, Focus on relevant topics and opportunities.
The Pacific Securities Co.Ltd(601099) Securities pointed out that the commercialization of genetically modified products of staple grain seeds is accelerated, and the commercialization of genetically modified seeds of corn and soybean is helpful to open the development space of seed industry market and optimize the competition pattern of the industry. The leading enterprises that have advanced the research and development of genetically modified seeds are expected to gain more market share by virtue of their first mover advantage. Maintain the long-term “optimistic” rating of the industry, especially the investment opportunities of corn seed industry.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) once rose by more than 9% organization: there is still room for continuous growth for Lianhua Qingwen
On April 11, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) bucked the trend and rose by more than 9% during the session. In terms of news, on April 9, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) issued an announcement on external donation and decided to donate 50 million yuan of Lianhua anti plague materials to Shanghai through the Red Cross Foundation of China.
Previously, the company has donated Lianhua Qingwen capsule worth 11 million yuan to Shanghai through the China Red Cross Foundation and Shanghai Red Cross Society, which is the second batch of donations urgently needed for local epidemic prevention and control.
In addition, according to Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ‘s previous announcement, in March, the national health and Health Commission and the State Administration of traditional Chinese medicine jointly issued the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth). The patented traditional Chinese medicine Lianhua Qingwen capsule produced by the company and the patented traditional Chinese medicine Lianhua Qingwen granule produced by Beijing Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) Co., Ltd., a wholly-owned subsidiary of the company, are listed as light and common recommended drugs in the observation period and clinical treatment period (confirmed cases) of traditional Chinese medicine.
Sinolink Securities Co.Ltd(600109) said that Lianhua Qingwen still has room for continuous growth. From 2022 to 2023, it is expected that overseas market volume, government and enterprise procurement, drug use growth of patients with mild and moderate diseases in China during the observation period, and potential self provided demand of residents will become the new growth points of Lianhua Qingwen. Maintaining the company’s profit forecast, it is estimated that the company’s revenue from 2021 to 2023 will be 10.13/11.94/14 billion yuan respectively, and the net profit attributable to the parent company will be 13.9/16.7/2.01 billion yuan respectively. The current share price corresponds to 47 / 39 / 32 times of PE from 2021 to 2023, maintaining the “buy” rating.
Guosen Securities Co.Ltd(002736) believes that the 14th five year plan of traditional Chinese medicine was promulgated and covid-19 epidemic reshaped the cognition of traditional Chinese medicine. The five-year plan for traditional Chinese medicine was issued in the name of the general office of the State Council for the first time. The setting of various indicators fully reflects the grand goal of revitalizing the development of traditional Chinese medicine. The traditional Chinese medicine industry is in a stage of revitalization and development. As a kind of drugs and services with Chinese characteristics, traditional Chinese medicine has been supported by national policies. Especially in the past 21 years, many national high-level departments such as the State Council and the medical insurance bureau have issued a number of practical policies to encourage the development of traditional Chinese medicine, clarifying the attitude of all national departments to encourage and support the development of traditional Chinese medicine as a traditional Chinese characteristic. At the same time, covid-19 epidemic reshapes the cognition of traditional Chinese medicine, and inheriting and carrying forward traditional Chinese medicine has become the main theme.
Suzhou Weizhixiang Food Co.Ltd(605089) and other stocks rose by the limit institutions predict that the market space of prefabricated vegetables is expected to exceed trillion
On April 11, the concept of prefabricated dishes rose, with Suzhou Weizhixiang Food Co.Ltd(605089) , Cnfc Overseas Fisheries Co.Ltd(000798) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Haixin Foods Co.Ltd(002702) and other limits rising, followed by Sanquan Food Co.Ltd(002216) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) . In terms of news, recently, the official of China culinary Association announced that the group standard of “Specification for prefabricated vegetable products” applied by Zhanjiang Guolian Aquatic Products Co.Ltd(300094) led by met the project conditions, approved the project and entered the publicity stage.
Sealand Securities Co.Ltd(000750) pointed out that the prefabricated vegetable industry has strong momentum and low industry threshold, which has attracted many types of participants and extremely scattered competition pattern. Participants are mainly divided into five types: professional prefabricated vegetable enterprises ( Suzhou Weizhixiang Food Co.Ltd(605089) , steaming and stewing, Cong kitchen, etc.), agricultural, animal husbandry and aquatic products enterprises ( Fujian Sunner Development Co.Ltd(002299) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Longda food, etc.), traditional quick-frozen food enterprises (missing food, Sanquan Food Co.Ltd(002216) etc.), catering enterprises (Xibei, Haidilao, Meizhou Dongpo, etc.), retail enterprises (HEMA workshop, dingdong shopping, etc.).
Minsheng Securities pointed out that the essence of prefabricated dishes is to standardize the manufacturing process of Chinese food and transfer it from the back-end restaurant (end b) and family kitchen (end c) to the front-end food processing enterprises, so as to realize large-scale production. At present, the industry is still in the early stage of development. Under the demand of catering enterprises to reduce costs and increase efficiency, the demand of b-end is relatively clear. It is expected that the long-term market space of Chinese prefabricated dishes at b-end is expected to exceed trillion. Due to the wide variety of Chinese food and huge differences in cooking technology, the industry pattern of overall dispersion and concentration of categories may be presented in the future. Focus on two types of investment opportunities: (1) enterprises with automation and large-scale production end and the ability to build large single products will occupy a high market share in the advantageous categories by virtue of cost-effective advantages; (2) An enterprise with excellent single store model and relying on the supply chain to form a moat of “central kitchen + terminal” mode.
Shandong printed and distributed the “14th five year plan” cold chain logistics development plan institutions said the industry has great growth potential
According to the report of Dazhong daily, recently, the general office of Shandong provincial government issued the cold chain logistics development plan of Shandong Province in the 14th five year plan, which proposed that by 2025, efforts should be made to build a cold chain logistics network with smooth production and marketing connection, comprehensive coverage of urban and rural areas and two-way connection between inside and outside, so as to basically form a smooth, efficient, safe, green, intelligent, convenient and powerful modern cold chain logistics system; By 2035, a modern cold chain logistics system will be fully established.
China’s cold chain logistics industry started late, but has entered a golden period of development China Merchants Securities Co.Ltd(600999) pointed out that compared with developed countries, China’s cold chain logistics industry started late and developed for a short time. At present, the scale of China’s cold chain logistics industry has reached more than 380 billion yuan, thanks to the improvement of the national economic level and the upgrading of residents’ consumption. However, there is still a big gap between China’s cold chain logistics industry and developed countries in infrastructure construction. In 2020, the per capita cold storage capacity is only 0.13 cubic meters. In terms of industry competition, the concentration is still low. The market share of the top 100 enterprises is about 18%, and the first city in the industry accounts for less than 2%. However, in recent years, policy support has been strengthened, and the cold chain logistics development plan has been issued to help the construction of modern cold chain logistics system.
The agency believes that at present, China’s cold chain logistics industry is still in a period of rapid development. Compared with overseas developed countries, China’s cold chain industry has low concentration and low degree of standardization. At present, the competition among the top 100 enterprises is relatively fierce, and each enterprise has entered a period of rising capital investment. Looking forward to the future, the demand for food supply chain and medical logistics is increasing rapidly. At the same time, the improvement of temperature control technology and the improvement of industry standards also drive the development of cold chain logistics industry into a new stage, and the growth potential of the industry is still large. In terms of subject matter, S.F.Holding Co.Ltd(002352) which has laid out the cold chain industry earlier and Yto Express Group Co.Ltd(600233) and Yunda Holding Co.Ltd(002120) which are expanding diversified business are recommended, with emphasis on JD logistics and Zhongtong express of Hong Kong stocks.
