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maximum pre increase 420 times
Andon Health Co.Ltd(002432) ( Andon Health Co.Ltd(002432) ) the trading limit was raised at the opening of trading on the 12th, but then the trading limit was quickly opened and the sector was closed again. In terms of news, yesterday, the company disclosed the 2021 annual performance express. During the reporting period, the company achieved a total operating revenue of 2.513 billion yuan, an increase of 25.11% over the previous year; The net profit attributable to the owners of the parent company was 913 million yuan, an increase of 276.87% over the previous year; The net profit attributable to the owners of the parent company after deducting non recurring profits and losses was 832 million yuan, an increase of 236.03% over the previous year.
The company said that in 2021, taking advantage of the experience and advantages accumulated in IVD (in vitro diagnostic products) and FDA application for many years and giving full play to the geographical advantages of ihealth’s U.S. subsidiary, the company obtained the U.S. FDA EUA authorization of covid-19 antigen household self-test OTC test kit on November 5, 2021 (local time in the United States), supported local public health and epidemic prevention, and facilitated rapid and timely screening for individuals and families. Affected by the development of Omicron epidemic in the United States, the local demand for covid-19 antigen detection kit products has increased significantly.
At the same time, the company disclosed the performance forecast for the first quarter of 2022. In the first quarter, the company is expected to realize a net profit attributable to the owners of the parent company of 14-16 billion yuan, an increase of 3670743% – 4196563% over the same period of the previous year.
The company said that affected by the development of the epidemic in the United States, the local demand for covid-19 antigen detection kit products has increased significantly. During the reporting period, ihealth US subsidiary of the company sold ihealth covid-19 antigen detection kit products through its own channels and Amazon platform, and signed major contracts and orders with customers. The increase in sales revenue of this product has made an important contribution to the company’s performance during the reporting period.
The company also indicated that the performance growth in the reporting period was mainly driven by the substantial increase in the sales of covid-19 antigen detection kit products. Due to the unpredictability of epidemic development, the promotion of vaccination plan, the change of market demand and the change of market competition environment, there is still some uncertainty whether the future performance can continue to maintain high-speed growth.
456with one of 14 sector
In the morning trading on April 12, Tianjin Tianbao Infrastructure Co.Ltd(000965) again raised the limit to 11.46 yuan, which was the 14th limit in nearly 18 trading days. On the news side, according to the data of the dragon and tiger list after hours yesterday, Tianjin Tianbao Infrastructure Co.Ltd(000965) the top five buyers and the top five sellers have well-known hot money common seats. Specifically, Huaxin securities Shenzhen Yitian road ranks first among buyers with a purchase amount of up to 885413 million yuan; Huaxin securities Shenzhen Branch bought 811649 million yuan and sold 564102 million yuan at the same time China Industrial Securities Co.Ltd(601377) Shaanxi Branch purchased 399885 million yuan and sold 126614 million yuan.
According to the latest news, on April 11, Tianjin Tianbao Infrastructure Co.Ltd(000965) issued a risk warning announcement, saying that as of the closing on April 11, 2022, the closing price of the company was 10.42 yuan, the turnover rate was 32.34%, the P / E ratio (static) was 121.36 and the P / b ratio was 2.18. According to the relevant industry classification data of China Securities Index Co., Ltd., the latest static P / E ratio and P / B ratio of the K real estate industry of the CSRC to which the company belongs are 8.46 and 1.12.from March 16 to April 11, 2022, the stock range of the company increased by 253.22% and the range turnover rate was 324.41%. The company’s share price has fluctuated greatly recently, and its valuation is significantly higher than that of Listed Companies in the same industry.
Public information shows that Tianjin Tianbao Infrastructure Co.Ltd(000965) is mainly engaged in real estate development, property leasing, property management and other businesses. Tianjin Zhongtian airlines, which holds 60% of the company’s shares, holds 49% of the equity of Airbus (Tianjin) General Assembly Co., Ltd. Airbus’s business scope is to receive fully assembled and tested aircraft components and all relevant parts, and provide general assembly services to Airbus China Co., Ltd.
The previous performance forecast of Tianjin Tianbao Infrastructure Co.Ltd(000965) shows that the net profit attributable to shareholders of the company in 2021 is expected to be RMB 40 million – 60 million; Compared with the same period of the previous year (after adjustment), it increased by 110.25% – 115.37%, turning losses into profits year-on-year.
game version number restart issuance online game concept rose sharply multi stock limit such as Shenzhen Bingchuan Network Co.Ltd(300533)
Boosted by the release news of the restart of the version number, the online game concept rose strongly in the intraday session on the 12th. As of press time, Shenzhen Bingchuan Network Co.Ltd(300533) “20cm” limit, Kingnet Network Co.Ltd(002517) , Cloud Live Technology Group Co.Ltd(002306) , Dasheng Times Cultural Investment Co.Ltd(600892) , Yoozoo Interactive Co.Ltd(002174) , Mingchen Health Co.Ltd(002919) , and other multi stock limit.
In terms of news, on April 11, the official website of the State Press and Publication Administration announced the approval list of domestic online games in April 2022, and a total of 45 games obtained version numbers. From the perspective of specific products, the “dream Voyage” operated by Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) A-share listed company, G-Bits Network Technology(Xiamen)Co.Ltd(603444) tower Hunter operated by Yoozoo Interactive Co.Ltd(002174) youth Three Kingdoms: Pocket battle, Kingnet Network Co.Ltd(002517) dragon legend under Kingnet Network Co.Ltd(002517) and the way forward are listed.
Hong Kong listed companies Chuang mengtiandi and heart companies also have products on the list.
Insiders said that after the version number is restored, game companies can speed up the launch of new products, the lack of new games in the market will gradually ease, and players can also enjoy more high-quality games.
Anxin Securities pointed out that the distribution of version numbers was suspended in March 2018 – the review of version numbers was resumed in December 2018: this round focuses on reforming the order of the game industry, regulating the number of new games, and the policy guidance is to encourage high-quality games. As a result, the game industry has been largely cleared, entered the high-quality stage of paying attention to product quality, and the competition pattern of the industry is more concentrated in the head.
From July 2021 to April 2022: this round focuses on implementing the protection of minors and strengthening the control of minors’ game duration (anti addiction) and content (Health). The regulatory level affirms the cultural value of high-quality games and encourages games to go to sea. During the suspension of edition number, going to sea became the standard self rescue action of Chinese small and medium-sized game manufacturers, and the overall income scale of domestic games going to sea increased rapidly.
Citic Securities Company Limited(600030) said that the re issuance of the version number confirmed the rectification effect of the game industry in the past eight months. For the game industry, policy orientation, maintaining the early view, adhering to the strategy of high-quality content to the game and reducing game addiction, strengthening the protection of minors and encouraging going to sea will become the long-term development path of the game industry in the future. With the resumption of distribution of game version numbers, the overall game industry is expected to pick up. In the future, the game industry will prefer high-quality content to games. Head game companies with strong R & D ability are expected to maintain competitiveness. It is suggested to actively allocate high-quality game companies with low valuation, including Tencent holdings, Netease, heart company, Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Perfect World Co.Ltd(002624) , reading group, BiliBili, etc.
welcome policy support again tourism and hotel sectors rose strongly Zhang Jia Jie Tourism Group Co.Ltd(000430) , Guilin Tourism Corporation Limited(000978) and other daily limit
With the support of policies, the tourism, hotel and catering sectors rose on the 12th. As of press time, the tourism sector, Zhang Jia Jie Tourism Group Co.Ltd(000430) , Yunnan Tourism Co.Ltd(002059) , Guilin Tourism Corporation Limited(000978) , Wuhan Sante Cableway Group Co.Ltd(002159) , etc. rose by the limit. On the news, on April 11, the general office of the Ministry of culture and tourism issued the notice on further adjusting the policies related to the withdrawal of tourism service quality deposit. The notice points out that in order to further make good use of the deposit policy of tourism service quality and support the relief and development of the travel agency industry, the Ministry of culture and tourism has decided that travel agencies can withdraw the deposit in full or postpone payment, and the time limit for making up the deposit is extended to March 31, 2023.
The notice clearly states that travel agencies that have enjoyed the temporary deposit policy in accordance with the notice of the general office of the Ministry of culture and tourism on making good use of the deposit policy of tourism service quality to further support the recovery and development of travel agencies and the notice of the general office of the Ministry of culture and tourism on paying close attention to the implementation of the poverty relief support policy to promote the recovery and development of tourism can apply to increase the temporary deposit ratio to 100%, The time limit for making up the deposit is extended to March 31, 2023.
Guosen Securities Co.Ltd(002736) said that in 2022, the policy relief was favorable, superimposed with the marginal changes in the attitude of epidemic prevention and control experts, the market expected the situation of epidemic control to improve marginally, and the tourism sector performed under the expectation of recovery, but then it was under pressure again under the disturbance of the spread of the epidemic. Generally speaking, the coexistence of short-term epidemic and enterprise operation may still be the norm, but different impact rhythms of the epidemic will lead to differences in sector recovery. At present, the central government has also successively issued rescue policies for the service industry, and the prevention and control measures are becoming more and more accurate and scientific. The market still looks forward to the gradual improvement on the edge in the future. It is suggested to pay close attention to the edge of the sector, relax expectations and continue to focus on the layout of recovery.
Wanlian Securities believes that the Chinese tourism market is cold during the Qingming Festival holiday this year, and the outbreak of epidemics in many places has hit the willingness of Chinese tourists to go for an outing. The new round of covid-19 outbreak will have a great impact on the tourism industry in the short term, drag down the recovery process of the industry, and the tourism market is facing a phased correction. If the current round of epidemic situation is controlled, the epidemic situation in China will gradually improve, and the restrictions on cross provincial and cross-border travel will be gradually liberalized. With the superposition of China’s economic recovery and consumption recovery, the leading stock prices in the tourism industry are expected to achieve a positive return to performance growth and valuation. Suggestions: 1) tax exempt leaders with excellent and stable business performance and benefiting from policy support and channel advantages; 2) Hotel leaders with strong anti risk ability; 3) It is expected to benefit from the recovery of passenger flow and consumption under the normalization of the epidemic.
Shanxi Securities Co.Ltd(002500) said that if the epidemic situation is improved before May Day, tourism consumption will increase significantly. In the medium and long term, the recovery of the tourism market mainly depends on the trend of China’s epidemic situation, changes in epidemic prevention policies and the R & D process of covid-19 specific drugs. Overall, the willingness of Chinese tourists to travel remains unchanged, and the tourism market will recover in stages under the repeated influence of the epidemic. It is suggested to pay attention to: China Tourism Group Duty Free Corporation Limited(601888) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) , Btg Hotels (Group) Co.Ltd(600258) , China Cyts Tours Holding Co.Ltd(600138) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) , Songcheng Performance Development Co.Ltd(300144) , Guangzhou Restaurant Group Company Limited(603043) .
coal stocks are popular organization: currently in the early stage of a new round of upward cycle of coal economy
In the morning trading on April 12, the coal sector was collectively red. As of press time, China Coal Energy Company Limited(601898) , Yunnan Coal & Energy Co.Ltd(600792) limit, Shanxi Coal International Energy Group Co.Ltd(600546) , China Shenhua Energy Company Limited(601088) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) and others have followed suit. On the news front, yesterday, China Coal Energy Company Limited(601898) announced that it is expected to achieve a net profit of 6.45 billion yuan to 7.13 billion yuan in the first quarter of 2022, with a year-on-year increase of 83.8% to 103.2%. During the reporting period, the high price of main products and the increase of investment income of joint-stock enterprises increased significantly year-on-year.
In terms of industry, according to the data of the Bureau of statistics, the power generation from January to February 2022 increased by 9% year-on-year in 2021 and 22% year-on-year in 2020. In the first quarter of 2022, the average price of Bohai Rim thermal coal index was 743 yuan / ton, with a year-on-year increase of 25%. The average spot price of Newcastle NEWC thermal coal was 240 US dollars / ton, with a year-on-year increase of 168%. The price of thermal coal was relatively strong.
Shenyin Wanguo believes that benefiting from the strong downstream demand and the sharp rise in overseas coal prices, coal companies experienced high commodity coal prices in the first quarter. Despite the strengthening of supply guarantee in the first quarter, the demand for thermal power heating in the downstream and the growth of coal power demand brought about by the resumption of work and production of industrial enterprises led to the increase of power coal demand, superimposed with the rise of overseas coal prices, and China’s coal prices fluctuated upward. Steady growth is expected, and the recovery of downstream demand will help the coal industry maintain a high outlook. Focus on stable operation, high dividend and high dividend target China Shenhua Energy Company Limited(601088) , high dividend undervalued transformation target Yankuang energy and high growth undervalued target Guanghui Energy Co.Ltd(600256) .
Cinda Securities believes that at present, it is in the early stage of a new round of upward cycle of coal economy, and the fundamentals, policies and companies resonate. At this stage, it is right to allocate the coal sector. Continue to look at the coal sector in an all-round way, and continue to suggest paying attention to the historic allocation opportunities of coal.
It is suggested to pay attention to three main investment lines: first, Yankuang energy, the leader of low value and high dividend power coal, Shaanxi Coal Industry Company Limited(601225) , China Shenhua Energy Company Limited(601088) ; Second, Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , which are both resource scarcity and significant growth; Third, Shanxi Coking Coal Energy Group Co.Ltd(000983) and Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , which have great potential for extensive expansion brought by the increase of asset securitization rate of state-owned coal group.
quantum communication technology breakthrough market space is expected to be further opened (with shares)
It is reported that the team of Tsinghua University has realized a new quantum direct communication system with a communication distance of 100 kilometers for the first time, which is the longest quantum direct communication distance in the world and helps to realize intercity quantum direct communication without relay. Professor Long Guilu of the Department of physics of Tsinghua University proposed the first protocol of quantum direct communication in 2000. Quantum direct communication uses quantum state as carrier to encode and transmit information, which is a new paradigm of quantum secure communication.
Anxin Securities pointed out that quantum communication mainly refers to quantum encryption communication, that is, using the superposition state and entanglement effect of quantum to generate, distribute and receive quantum keys with the help of classical communication, which is the closest technology to commercialization in quantum information technology. Quantum communication mainly relies on quantum random number generator (QRNG), quantum key distribution equipment (QKD) and other equipment to form key resources and provide information encryption services for customers such as government affairs, finance, electric power and data center. According to the research on patent layout and development trend of quantum communication technology, as of May 27, 2021, the number of patent applications in the field of quantum communication in China is 2599, which is the country with the largest number of patent applications in the world and has a relative competitive advantage. China’s “quantum trunk line” has a number of international leading achievements in the field of quantum communication, such as the “quantum trunk line” in Shanghai.
IDq is the leader in the current quantum communication industry. It was founded in 2001. It is a leading quantum communication enterprise with the earliest creation and the most experienced products in the world. IDq first launched commercial QKD and QRNG products, and launched the world’s first quantum security chip in 2020. Samsung released 5g quantum security mobile phone using its technology. Chinese quantum related enterprises mainly include Quantumctek Co.Ltd(688027) , Kyushu quantum, Wentian quantum and Benyuan quantum. Each company has its own advantages in the fields of quantum computing and quantum communication.
Guorong Securities believes that quantum communication is one of the forward-looking new generation information technologies that China focuses on developing. China has successfully built the world’s first satellite ground quantum communication network, covering 32 nodes in four provinces and three cities in China. In the future, with the completion of the quantum secure communication standard system and the further improvement of the cognition of industry users with security needs, the market space of quantum communication technology is expected to be further opened. Pay attention to individual stocks Digital China Information Service Company Ltd(000555) , Beijing Philisense Technology Co.Ltd(300287) , etc.
