[today's Guide]
Accelerate the construction of a national unified market, focusing on this field. The company is building a relevant cloud service platform and has launched a high delivery plan
The sales of several single products increased by more than 50%. This product has become a "new favorite", and the company's production capacity will increase five times by the end of the year
The procurement volume of overseas giants has increased eightfold. This product may become the largest cost increment of folding screen. This company has become the core supplier of many enterprises
Fertilizer + new energy "double click", one quarter of the company offset the profits of the previous half year, and the company's output increased by nearly 150% in the first quarter
Promote the interconnection of oil and gas pipeline network facilities and open them to all kinds of market subjects fairly
[subject details]
accelerate the construction of a national unified market, focusing on this field. The company is building relevant cloud service platforms and has launched a high delivery plan
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. Suggestions are put forward 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.
Previously, the government work report mentioned "developing rural e-commerce and express logistics" and "accelerating the construction of international logistics system". China's logistics cost rate is significantly higher than that of the United States, mainly due to the high freight volume per unit GDP. On the one hand, it is due to the impact of industrial structure differences caused by different development stages, on the other hand, it is due to China's low logistics efficiency. The third-party logistics can effectively integrate warehouse, vehicle and other resources, eliminate redundant logistics links, and save logistics costs for enterprises; In the context of slowing economic growth, Chinese departments have continuously issued policies to encourage the development of third-party professional logistics. At the same time, the continuous improvement of China's transportation infrastructure and multimodal transport has provided a better industrial environment for the development of third-party logistics Zhongtai Securities Co.Ltd(600918) analysis indicates that at present, China's third-party logistics industry has ushered in excellent development opportunities of the times. It is estimated that the scale of the third-party logistics market will be 2.24 trillion yuan in 2025, with a five-year compound annual growth rate of 7.2%. Among them, the logistics track of advanced manufacturing industries such as new energy vehicles, intelligent manufacturing equipment, medical devices and 3C electronics has a high prospect.
Among A-share listed companies, Hichain Logistics Co.Ltd(300873) provides manufacturing enterprises with tob integrated supply chain logistics solutions and operation services, and is actively building a supply chain logistics SaaS cloud service platform. The company's net profit in 2021 increased by 58.81% year-on-year, and plans to transfer from 10 to 6 for 4.5 yuan San Yang Ma (Chongqing) Logistics Co.Ltd(001317) is a third-party logistics enterprise that provides comprehensive services for the automotive industry and non automotive industries such as beer, beverage and washing products Jiangsu Xinning Modern Logistics Co.Ltd(300013) in all developed regions of the country (South China, East China, North China, Southwest China and central China), there are storage, customs and transportation outlets. The business scope of customers covers well-known 3C electronic manufacturers, home appliance manufacturers, automobile manufacturers, etc.
the sales of multiple single products increased by more than 50%, which became the "new favorite", and the company's production capacity will increase by five times by the end of the year
Since March, the overall sales volume of prefabricated vegetables across the country has increased significantly. Among them, semi-finished clean dishes and snacks are the most popular, and the sales of multiple single products increased by more than 50% over February.
Prefabricated dishes are favored by many consumers because they can simplify the cooking process and have a long shelf life. Recently, in Shanghai, they have also become the "new favorite" of people hoarding vegetables. A person in charge of fresh food distribution said that in the past half a month, the workload of him and his colleagues has increased significantly. The daily order receiving volume is about 150 orders, most of which will have prefabricated dishes. According to the statistics of AI media consulting, the scale of China's Prefabricated vegetable market has reached 244.5 billion yuan in 2019 and 345.9 billion yuan in 2021. It is further predicted that the scale of China's Prefabricated vegetable market will maintain a growth rate of more than 20% by 2025 and exceed trillion yuan in 2026. AVIC Securities pointed out that at present, the penetration rate of prefabricated vegetables in China is only 10% - 15%, which is expected to increase to 15% - 20% in 2030. In Japan, the penetration rate of prefabricated dishes has reached more than 60%, and there is still much room for improvement in the penetration rate of prefabricated dishes in China.
Among A-share listed companies, Shandong Delisi Food Co.Ltd(002330) said that the production capacity of prefabricated vegetables will be about 30000 tons in 2021, and the new production capacity of prefabricated vegetables will reach 150000 tons by the end of 2022 The company has established a long-term business relationship with famous fast food chains such as Sam's and Zhang's, and their business income is steadily increasing. The prefabricated dishes of Yike food mainly use poultry food as raw materials, including stewed food with duck sauce, fried food, steamed and roasted food and other prefabricated dishes.
overseas giant's purchase volume has increased eightfold. This product may become the largest cost increment of folding screen. This company has become the core supplier of many enterprises
According to media reports, Mizuho Securities said that Samsung is expected to purchase 6.5 million smart phone OLED panels from Chinese display panel manufacturers BOE and Huaxing optoelectronics this year. Yasuo Nakane, an analyst at Mizuho Securities, said at the Busan conference in South Korea hosted by UBI research that this will be about eight times Samsung's purchase volume last year. It will purchase 3.5 million pieces from BOE and 3 million pieces from Huaxing optoelectronics.
Compared with traditional smart phones, folding screen mobile phones can significantly increase the display area, resulting in a significant increase in the demand for panels and materials. Taking the flagship models of Huawei mate series, mate40pro (conventional model) and matex2 (folding machine), for example, Huawei mate40pro adopts a 6.76-inch OLED screen, while the inner screen size of matex2 is 6.45 inches and the outer screen size is 8 inches. The total screen size is about 114% higher than that of mate40pro. The flexible AMOLED screen is the largest cost increment in folding screen mobile phones. Earlier, oppo, Huawei, Xiaomi and glory successively released new folding screen mobile phones. At present, Samsung is the dominant folding machine. Samsung is the main application adapter of folding machine in the world. Samsung folding machine adopts its own panel, cover material, drive chip and other core components, which has technical advantages and cost advantages.
According to the data of omdia, the shipment volume of foldable OLED panels in 2021 is 10 million units, which is expected to increase tenfold to 105.49 million units in 2028, with a compound annual growth rate of 40%, with a market space of 10 billion US dollars.
In A-share listed companies, Longhua Technology Group(Luoyang)Co.Ltd(300263) high purity molybdenum target has been widely used in G2 5-g11 full generation TFT-LCD, AMOLED and other semiconductor display panel sputtering and coating production lines are the main suppliers of many major global panel enterprises such as BOE, Tianma microelectronics, TCL Huaxing, Taiwan qunchuang and South Korea LGD Shenzhen Etmade Automatic Equipment Co.Ltd(300812) in terms of large-scale flexible OLED manufacturing process, it has developed a 65 inch BP film attachment production line and established good cooperative relations with BOE, shentianma, TCL and other leading enterprises in China and abroad Huizhou China Eagle Electronic Technology Co.Ltd(002579) and BOE maintain long-term supply cooperation in OLED, miniled and other applications.
chemical fertilizer + new energy "double click", one quarter of the company offset the profits of the previous half year, and the company's output increased by nearly 150% in the first quarter
One quarter is worth the profit of the first half of the year! The high prosperity of phosphorus chemical industry makes relevant companies usher in a "good start". Recently Yunnan Yuntianhua Co.Ltd(600096) released performance forecast. According to the announcement, the net profit in the first quarter of 2022 is expected to be about 1.64 billion yuan, with a year-on-year increase of 185.18%. The company will realize a net profit of 3.642 billion yuan in 2021 Hubei Xingfa Chemicals Group Co.Ltd(600141) disclosed performance forecast shows that in the first quarter of 2022, the company achieved a net profit of 1.7 billion yuan, an increase of 379.35% year-on-year.
Since 2021, affected by the high Shenzhen Agricultural Products Group Co.Ltd(000061) price and the prosperity of lithium battery track, the prices of phosphate fertilizer, yellow phosphorus and phosphate have increased, and the demand for phosphate ore has been increasing. Under the low inventory of phosphate rock, the supply is relatively tight, resulting in the continuous rise of prices. In the long run, in terms of supply, affected by China's policies such as listing phosphorus as a strategic metal mineral and "three phosphorus remediation", the output of phosphate rock has gradually decreased since 2017, and the new capacity in the future is limited due to stricter environmental protection policies, limited production expansion plans, long production expansion cycle and other factors. From the perspective of the "boom" of phosphate iron phosphate chemical enterprises, the performance of the whole phosphate iron phosphate chemical industry has been clearly driven by the "boom" of phosphate iron phosphate chemical enterprises, especially the "boom" of phosphate iron phosphate chemical enterprises. Huaxin Securities believes that the investment opportunities for new chemical materials in the future mainly come from the continuous mismatch between the growing demand brought by new energy and the limited supply brought by the upgrading of industrial structure.
Among A-share listed companies, iron phosphate produced by Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) has been used for batch verification of battery enterprises through lithium iron phosphate products produced in cooperation with downstream customers Hunan Yacheng, a Beijing Hezong Science&Technology Co.Ltd(300477) holding subsidiary, currently has a production capacity of 60000 tons of iron phosphate per year, and 14000 tons of iron phosphate in the first quarter, a year-on-year increase of 147.15% Xinyangfeng Agricultural Technology Co.Ltd(000902) said that it currently has a phosphate rock production capacity of 900000 tons / year.
promote the interconnection of oil and gas pipeline network facilities and open them fairly to all kinds of market entities
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 put forward that on the premise of effectively ensuring the safe supply of energy, the construction of the national energy market should be promoted in an orderly manner in combination with the goal of achieving carbon peak and carbon neutralization. Promote the interconnection of oil and gas pipeline networks and facilities and open them to all kinds of market subjects fairly.
By the end of 2020, the total mileage of China's oil and gas pipelines has reached 165000 kilometers. According to the medium and long term oil and gas pipeline network planning, 240000 kilometers of oil and gas pipelines will be built in 2025, with an increase of 45.45% in the 14th five year plan. Qiu Zuxue Research Report, an analyst on the new fortune list and Minsheng securities, believes that water conservancy, environment and public facilities will be one of the driving points of infrastructure investment in 2022, and then stack policies such as gas pipeline, steel structure and power grid together, which will help usher in the outbreak of pipe demand in 2022.
Among the listed companies, Zhejiang Kingland Pipeline And Technologies Co.Ltd(002443) is the main pipeline supplier of China's well-known energy enterprises such as PetroChina, Sinopec, CNOOC and State Grid, and has participated in the supply of well-known large-scale energy pipeline projects at home and abroad such as West to east gas transmission, China Kazakhstan crude oil long-distance pipeline and China Myanmar oil and gas pipeline project for many times Xinxing Ductile Iron Pipes Co.Ltd(000778) in terms of technology, production capacity and output, it is the world's largest supplier of centrifugal nodular cast iron pipes. Some steel pipe products produced by the company can be used in oil and gas pipeline engineering Jiangsu Changbao Steeltube Co.Ltd(002478) main products are oil and gas opening pipes, utility boiler pipes, petrochemical pipes and engineering machinery pipes, as well as special pipes for other subdivided industries.
