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At 10 share limit
The warehousing and logistics sector rose strongly on the 11th. As of press time, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Jiangsu Feiliks International Logistics Inc(300240) “20cm” limit, and more than 10 shares such as Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , Pegasus international, China Railway Special Cargo Logistics Co.Ltd(001213) , Beijing Changjiu Logistics Corp(603569) , Y.U.D.Yangtze River Investment Industry Co.Ltd(600119) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) . In terms of news, on the evening of April 10, the CPC Central Committee and the State Council issued the “opinions on accelerating the construction of a national unified market”.
The opinion proposes to build a modern circulation network. Optimize the layout of commercial circulation infrastructure, accelerate the construction of digitization, promote the development of Wuxi Online Offline Communication Information Technology Co.Ltd(300959) integration, and form more new platforms, new business forms and new models of commercial circulation. Promote the construction of the national logistics hub network, vigorously develop multimodal transport, and promote the standardized transportation mode of pallet and board. Vigorously develop third-party logistics, support the construction of digital third-party logistics delivery platform, promote the innovation of technology and business model of third-party logistics industry, cultivate a number of digital platform enterprises and supply chain enterprises with global influence, and promote the cost reduction and efficiency increase of logistics in the whole society. Strengthen the construction of emergency logistics system, improve the fortification level and disaster bearing capacity of transportation facilities and logistics stations in areas with high disaster risk, and actively prevent the risk of shortage of food, energy and other important products. Improve the national comprehensive three-dimensional transportation network, promote the construction of multi-level integrated transportation hubs, and promote the cross regional integrated development of transportation facilities. Establish and improve urban-rural integration, regional connectivity, safe and efficient telecommunications, energy and other infrastructure networks.
Anxin Securities pointed out that the epidemic prevention policy began to pay attention to logistics and supply guarantee. The logistics nodes should be opened as much as possible, and the supply guarantee personnel can go out as much as possible. Road freight is prohibited from one size fits all control. It is expected that e-commerce consumption and express logistics will come out of the trough and gradually recover in the near future, and continue to recommend the leading enterprises of express logistics.
epidemic situation catalysis industry development prefabricated dish concept trend is active Suzhou Weizhixiang Food Co.Ltd(605089) and other stocks rise limit
The concept of prefabricated dishes rose on the 11th. As of press time, Suzhou Weizhixiang Food Co.Ltd(605089) , Cnfc Overseas Fisheries Co.Ltd(000798) , Zhongbai Holdings Group Co.Ltd(000759) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Shanghai Maling Aquarius Co.Ltd(600073) , Better Life Commercial Chain Share Co.Ltd(002251) , Great-Sun Foods Co.Ltd(603336) , Haixin Foods Co.Ltd(002702) , etc. rose by the limit. In terms of news, from April 8, Suzhou Weizhixiang Food Co.Ltd(605089) launched two packages of prefabricated dishes “warm heart gift bag” to Shanghai citizens, including Kung Pao diced chicken, beef fillet with black pepper and other dishes. The prices are 288 yuan (10 dishes) and 488 yuan (16 dishes) respectively, starting from 50.
AVIC Securities pointed out that since the epidemic, Jingdong seven fresh food, meituan buying vegetables, hungry, box horse, daily excellent fresh food and dingdong buying vegetables have successively entered the Bureau’s Prefabricated vegetable market. For b-end catering enterprises, affected by the epidemic, the operation is difficult, and the production cost of prefabricated dishes is low and the profit margin is higher; For C-end consumers, the epidemic has given birth to the “house economy”. Prefabricated dishes have the advantages of convenience, quickness and diverse tastes. They have become a new favorite on more and more family tables, and their sales have increased greatly.
It is reported that the prefabricated vegetable industry includes five major participants, with advantages in channels, products and supply chain: 1) raw material supply enterprises: strong supply chain capacity and cost advantage. Representative enterprises such as Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Henan Shuanghui Investment & Development Co.Ltd(000895) , Fujian Sunner Development Co.Ltd(002299) , Longda food, etc.
2) manufacturer of prefabricated vegetables: he is a professional manufacturer of prefabricated vegetables. Representative enterprises such as Suzhou Weizhixiang Food Co.Ltd(605089) , Zhenwei plum garden, xinliangji, haodeli, etc.
3) quick frozen food enterprises: have the advantages of cold chain processing and transportation, and have a high degree of production standardization. Representative enterprises such as Fu Jian Anjoy Foods Co.Ltd(603345) , Sanquan Food Co.Ltd(002216) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , etc.
4) chain catering enterprises: build their own central kitchen to realize the standardized production of prefabricated dishes. Representative enterprises such as Haidilao, Guangzhou Restaurant Group Company Limited(603043) , Tongqinglou Catering Co.Ltd(605108) , northwest Jia Guolong, etc.
5) retailers: Prefabricated dishes have become a new growth point with strong promotion ability. Representative enterprises such as Ding Dong to buy vegetables, box horse fresh, Yonghui Superstores Co.Ltd(601933) , daily excellent fresh, etc.
national unified market opinion release warehousing and logistics sector exceeds 10 stock limit
On the morning of April 11, the warehousing and logistics sector soared against the market. As of press time, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , China Railway Special Cargo Logistics Co.Ltd(001213) and other more than 10 shares have been trading. The industry index ranked first in the list.
On the news side, the opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market was released on the 10th. The opinions pointed out that strengthening the unification of basic market systems and rules, promoting high-standard connectivity of market facilities, creating a unified market for elements and resources, promoting high-level unification of commodity and service markets, promoting fair and unified market supervision, and further standardizing improper market competition and market intervention. The opinions provide a program of action for building a national unified market in the future, which will certainly deepen reform and opening up under the new situation, Make better use of, give play to, consolidate and enhance the huge advantages of China’s market resources, and comprehensively promote the transformation of China’s market from large to strong, which will have an important impact.
Zheshang Securities Co.Ltd(601878) believes that opening up the blocking point is beneficial to the logistics industry. Vigorously developing the logistics industry and promoting the cost reduction and efficiency increase of logistics in the whole society is an important link in the construction of modern circulation network. Breaking through the blocking points and breaking the local protection and market segmentation will help the smooth flow of commodity factor resources in a wider range. For the logistics industry, it means the further expansion of market space and the reduction of operating costs. According to the data of the Ministry of Commerce, in 2020, the total logistics cost of the whole society accounted for 14.7% of GDP, almost twice that of the United States and Japan, so there is much room for cost reduction and efficiency increase.
In addition, the opinion points out that “support the construction of digital third-party logistics delivery platform”, and the digital empowerment will help logistics enterprises become supply chain enterprises with global influence.
agricultural sector rises Xinjiang Talimu Agriculture Development Co.Ltd(600359) and other daily limit Jiangsu Chinagreen Biological Technology Co.Ltd(300970) and other big rises
The agricultural sector of the agricultural sector 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 11th day of the agricultural sector, the agricultural sector of the agricultural sector, the agricultural sector of the agricultural sector, the agricultural sector 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 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 of the agricultural sector, with a shock to go higher, and as of the release, the 600 Xinjiang Talimu Agriculture Development Co.Ltd(600359) \ and other stock prices rose sharply.
In terms of breeding industry chain, last week, the average price of pigs in 22 provinces and cities was 12.43 yuan / kg, up 0.2 yuan per week; Piglets were 24.25 yuan / kg, down 0.48 yuan per week; Binary sows were 32.68 yuan / kg, up 0.03 yuan per week. The average head loss of the self breeding and autotrophic model is estimated to be 511 yuan, 20 yuan less than that of last week The Pacific Securities Co.Ltd(601099) Securities said that the losses of the pig industry narrowed slightly, mainly due to the stop of the decline of pig prices and the correction of high grain prices. At present, at the bottom of this round of pig cycle, the loss range and duration of pig industry are higher than any previous round of cycle. The financial pressure faced by the industry is huge and difficult to alleviate in the short term, so the logic of capacity removal is firm, and the new cycle in the future is highly expected. Maintain the judgment on the recent acceleration of capacity removal and the bottom reversal of pig price in the third quarter. In terms of valuation, the market value of most individual stocks is below a reasonable level, and the investment has a good margin of safety, maintaining the “optimistic” rating of the sector. Four gold pigs that have been significantly underestimated are highly recommended, and four golden pigs that have been significantly underestimated, with the Muyuan Foods Co.Ltd(002714) \ .
In March, the price of Lihua yellow chicken was 12.81 yuan / kg, down 1.35 yuan / kg per month; Wen’s yellow chicken costs 13.44 yuan / kg, down 1.19 yuan / kg per month. At the end of February, the number of in production / reserve stocks of parental breeding chickens in China was 40.47 million / 266711 million, a year-on-year decrease of 3.59% / 5.19%, all lower than the average level in recent three years. Since Q4 of the 21st century, the chicken price has always been operating above the cost line. The recent slight correction is mainly affected by the off-season demand from March to April. It is expected to enter the middle and later stage of the second quarter. After the off-season, the chicken price will rise violently. In the medium and long term, environmental protection constraints and the transformation of live birds to fresh ice will raise the industry threshold, accelerate the withdrawal of small and medium-sized production capacity and optimize the competition pattern. Maintain the “optimistic” rating of the industry, mainly recommend Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , and pay attention to Wens Foodstuff Group Co.Ltd(300498) and Hunan Xiangjia Animal Husbandry Company Limited(002982) .
In terms of planting industry chain, The Pacific Securities Co.Ltd(601099) Securities said that under the background of continuous international geographical conflicts, the status of China’s planting industry has increased, and its future development may be further protected by policies. The recent correction of high grain prices outside China, but the fundamentals of low inventory and high demand are still conducive to the operation of high grain prices. Maintain the “optimistic” rating of the industry and recommend Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) .
The commercialization of genetically modified products of staple grain seeds is accelerated. The commercialization of genetically modified seeds of corn and soybean will help open the development space of the 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. In terms of individual stocks, focus on Shandong Denghai Seeds Co.Ltd(002041) Yuan Longping High-Tech Agriculture Co.Ltd(000998) Beijing Dabeinong Technology Group Co.Ltd(002385) .
Beijing issues new policies for fuel cell vehicles institutions say the industrial chain has great potential for future development
Beijing Municipal Bureau of economy and information technology recently issued the notice on the application of Beijing fuel cell vehicle demonstration application project from 2021 to 2022. The notice points out that the fuel cell vehicle demonstration application project is mainly implemented in the form of “application scenario demonstration + declaration of ‘demonstration application Consortium”. Take August 13 of the current year to August 12 of the next year as an accounting year. For the fuel cell vehicles included in and completed the demonstration application project, the municipal vehicle promotion reward funds shall be arranged according to the central reward standard of 1:1.
The notice mentioned that within the scope of Beijing, Tianjin and Hebei, support fuel cell heavy-duty trucks with a total mass of more than 31 tons, carry out demonstration applications of inter provincial bulk material transportation, and focus on promoting Beijing Tianjin, Beijing Tangshan and other freight lines. In the city and surrounding areas, support fuel cell heavy-duty trucks with a total mass of more than 25 tons, and carry out demonstration applications for the transportation of heavy goods such as raw materials and parts of industrial enterprises, slag and gravel aggregates. In the city and surrounding areas, we will support medium and light duty fuel cell trucks with a total mass of 12 tons and below, and focus on urban living security to carry out demonstration applications of urban cold chain logistics distribution and urban general logistics distribution.
Tianfeng Securities Co.Ltd(601162) pointed out that under the background of double carbon, the future development potential of hydrogen energy and fuel cell industry chain is great. The upstream hydrogen energy industry meets the needs of energy transformation. The scale of the downstream new energy vehicle market is growing rapidly. Both upstream and downstream of the industrial chain are blue ocean markets with good prospects, which is expected to jointly drive the development of hydrogen energy and fuel cell industry. The industrial chain of hydrogen energy and fuel cell is long and the output value is large. According to the prediction of China hydrogen energy alliance, the output value of China’s hydrogen energy industry will reach 1 trillion yuan from 2020 to 2025 and 5 trillion yuan from 2026 to 2035. Since 2021, policies related to hydrogen energy and fuel cells have been continuously strengthened at the national level to promote the promotion and application of hydrogen energy and fuel cells.
The agency believes that the hydrogen energy industry upstream of the hydrogen energy and fuel cell industry chain meets the needs of China’s energy transformation, the scale of the downstream new energy vehicle market is growing rapidly, and both upstream and downstream of the industry chain are blue ocean markets with good prospects. Under the background of double carbon, the future development potential of hydrogen energy and fuel cell industry chain is great. According to the calculation of the development plan, the growth space of the ownership of hydrogen fuel cell vehicles is expected to reach 100 times in ten years from 2020 to 2035. (1) It is suggested to pay attention to: layout hydrogen fuel cell system and key parts, and parts enterprises with leading technology advantages, such as jiehydrogen Technology (to be listed on the science and Innovation Board), Beijing Sinohytec Co.Ltd(688339) , Weichai Power Co.Ltd(000338) , Weifu High-Technology Group Co.Ltd(000581) , Pan Asian Microvent Tech (Jiangsu) Corporation(688386) , etc; (2) It is suggested to pay attention to: Vehicle Enterprises Yutong Bus Co.Ltd(600066) , Saic Motor Corporation Limited(600104) , Great Wall Motor Company Limited(601633) , Chongqing Changan Automobile Company Limited(000625) , Guangzhou Automobile Group Co.Ltd(601238) , etc. that lay out the R & D and application of hydrogen fuel cell vehicles and master the core technology.
comprehensive price increase of home decoration building materials institutions suggest paying attention to the reversal opportunities of consumer building materials
According to the financial report of China Central Television, the reporter visited Beijing and found that the prices of home decoration building materials, whether main materials or auxiliary materials, are rising, and consumers have to raise their budgets. In March, 15771 second-hand houses were sold in Beijing, an increase of 90.93% month on month. Industry insiders expect that the second-hand housing transaction will pick up, the demand for old housing renovation will increase, and the post-90s customers will gradually become the main force of decoration, which will further drive the increase of all inclusive packaging business volume, so as to resist the pressure of rising raw material prices to a certain extent.
Tianfeng Securities Co.Ltd(601162) believes that although consumer building materials were affected by factors such as the decline of the real estate boom, the high base and the cost pressure in the same period in the first quarter, driven by the improvement of market concentration and the reform of leading channels, the delivery situation is expected to be better than the market expectation, and driven by the slowing rise of raw material prices and the increase of product prices, the profitability is expected to rebound to the bottom. Recommend the main line of steady growth, which is expected to benefit from short-term infrastructure and real estate chain, and still optimistic about the investment value of consumer building materials in the medium and long term. Recommendations for consumer building materials Monalisa Group Co.Ltd(002918) , Dehua Tb New Decoration Material Co.Ltd(002043) , Zhejiang Weixing New Building Materials Co.Ltd(002372) , Beijing New Building Materials Public Limited Company(000786) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , etc.
