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average daily income in the first quarter 1.5 billion yuan “money printer” Andon Health Co.Ltd(002432) resealing
In early trading on April 13, Andon Health Co.Ltd(002432) continued yesterday’s strong opening and going higher. As of press time, the daily limit has been closed at 81.92 yuan, which is the daily limit for two consecutive trading days. In terms of news, yesterday morning, Andon Health Co.Ltd(002432) released the performance forecast for the first quarter of 2022. It is estimated that the net profit in the first quarter will be 14 billion yuan – 16 billion yuan, with a year-on-year increase of 3670743% – 4196563%.
According to statistics, Andon Health Co.Ltd(002432) over the past ten years (20122021), the total profit was 940 million yuan. This is equivalent to Andon Health Co.Ltd(002432) making 15 times more money in a quarter than it has made in the past decade. If you earn more than 90 million yuan a day in the quarter, it is equivalent to printing 500 million yuan a day.
For the reasons for the performance growth, Andon Health Co.Ltd(002432) said that the local demand for covid-19 antigen detection kit products increased significantly due to the development of the epidemic in the United States. 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.
On the same day, Andon Health Co.Ltd(002432) released the performance express of 2021. In 2021, the company achieved a total operating revenue of 2.512 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.
big demon stock Tianjin Tianbao Infrastructure Co.Ltd(000965) limit showed the trend of “sky floor” yesterday
In the morning trading on April 13, Tianjin Tianbao Infrastructure Co.Ltd(000965) sealed the limit. As of the press release of RMB 8.44, there were more than 400000 closed orders, and the transaction amount exceeded RMB 700 million.
It is worth noting that at the end of yesterday’s trading Tianjin Tianbao Infrastructure Co.Ltd(000965) staged a sky floor. From 14:41, Tianjin Tianbao Infrastructure Co.Ltd(000965) opened the daily limit, and then fell all the way to the daily limit. The turnover rate throughout the day was 30.34%, with a turnover of 3.685 billion yuan and a closing amount of 120 million yuan.
Yesterday’s Dragon and tiger list data showed that Dongxing Securities Corporation Limited(601198) Jinjiang Heping Road and Huaxin securities Shenzhen Branch became the recipients, while the China Industrial Securities Co.Ltd(601377) Shaanxi Branch of Huaxin securities Shenzhen Yitian road and Fang Xinxia became the main force to smash the offer.
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 Tianbao Infrastructure Co.Ltd(000965) previously disclosed performance forecast shows that from January to December 2021, the performance is pre reduced, and the attributable net profit is about 40 million yuan to 60 million yuan, a year-on-year decrease of 37.04% to 58.02%; Deduction of non net profit was about – 71.5 million yuan to – 51.5 million yuan, a year-on-year decrease of 155.20% to 176.64%.
cold chain logistics top-level planning issued logistics sector erupted again Jiangsu Xinning Modern Logistics Co.Ltd(300013) and other triple boards
\ trading is more than 10 35.
In terms of news, recently, the Ministry of transport, the State Railway Administration, the Civil Aviation Administration of China, the State Post Office and China National Railway Group Co., Ltd. jointly issued the implementation opinions on accelerating the high-quality development of cold chain logistics transportation.
The opinions proposed to optimize the layout of cold chain facilities of hub ports and stations. In combination with the construction of the national cold chain logistics backbone channel network, relying on Shenzhen Agricultural Products Group Co.Ltd(000061) advantageous production areas, freight hubs, major ports, railway logistics bases and hub airports where important distribution centers and main sales areas are located, coordinate the planning and layout of cold chain logistics infrastructure, promote the entry of special railway lines into logistics parks, ports and terminals, and improve the cold chain transportation service functions such as trunk and branch connection, regional distribution, warehousing and distribution, Improve the support capacity of cold chain transportation.
In addition, the Opinions also proposed to promote the innovation and upgrading of technical equipment from three aspects, including the promotion and application of multi temperature layer and new energy cold chain transport vehicles; Encourage enterprises to develop and apply modular packaging suitable for Shenzhen Agricultural Products Group Co.Ltd(000061) of fruits and vegetables, promote the whole process of cold chain transportation, and reduce the loss of transportation links; Vigorously develop international shipping standard refrigerated containers, etc.
The Opinions also proposes to cultivate backbone enterprises of cold chain transportation. Organize and carry out cold chain transportation service brand publicity and promotion, publicize and promote the cold chain transportation service mode with high-quality service, efficient organization and safety norms, and create a number of well-known cold chain transportation service brands. Guide cold chain transportation enterprises to strengthen the alliance and cooperation with production and processing enterprises such as fruits and vegetables, aquatic products and meat, and actively develop new modes such as highway cold chain special line, joint distribution in multi temperature areas, “fresh e-commerce + cold chain home distribution”, “central kitchen + cold chain distribution of food materials”, “deep processing of aquatic products + cold chain transportation”. Support cold chain logistics enterprises to build network freight platform, optimize and integrate products, cold storage, cold chain transportation vehicles and other resources, cultivate leading cold chain logistics enterprises and improve market concentration.
According to the data, in recent years, the scale of China’s cold chain logistics market has grown rapidly, the construction of national backbone cold chain logistics base and cold chain facilities for producing and selling land has been steadily promoted, and the level of cold chain equipment has been significantly improved. In 2020, the scale of cold chain logistics market will exceed 380 billion yuan, the capacity of cold storage will be nearly 180 million cubic meters, and the number of refrigerated vehicles will be about 287000, which is about 2.4 times, 2 times and 2.6 times respectively at the end of the 12th Five Year Plan.
Soochow Securities Co.Ltd(601555) said that under the situation of continuous policy catalysis and high industry prosperity, equipment manufacturers took the lead in benefiting, recommended tob equipment manufacturer leader Moon Environment Technology Co.Ltd(000811) , and suggested paying attention to Fujian Snowman Co.Ltd(002639) ; It is recommended to pay attention to the TOC equipment manufacturers Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) , Hisense Home Appliances Group Co.Ltd(000921) .
coal sector rose strongly Guizhou Panjiang Refined Coal Co.Ltd(600395) limit China Coal Energy Company Limited(601898) etc. rose sharply
The coal sector rose on the 13th. As of press time, Guizhou Panjiang Refined Coal Co.Ltd(600395) limit, China Coal Energy Company Limited(601898) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Shanxi Coal International Energy Group Co.Ltd(600546) , Anyuan Coal Industry Group Co.Ltd(600397) , Yunnan Coal & Energy Co.Ltd(600792) , Shanxi Coking Co.Ltd(600740) , Shaanxi Heimao Coking Co.Ltd(601015) , etc. all rose.
Basically, coal entered the traditional consumption off-season in the second quarter. The daily consumption of coal in eight coastal provinces fell year-on-year, and the spot price of port fell. Among them, the spot closing price of q5500 thermal coal produced in Shanxi of Qinhuangdao port was 1295 yuan / ton on April 6, down 310 yuan / ton compared with March 24, a decrease of 19.3%. Capital Securities said that it is expected that with the gradual implementation of the new supply guarantee measures in the second quarter, the coal output will gradually increase, the tight pattern of coal supply and demand in the second quarter is expected to slow down, and the price of power coal will enter the stabilization stage. At present, the price center is still at a high level. The average price of the long-term association in the first quarter is more than 720 yuan / ton, still higher than 590 yuan / ton in the same period last year, and the performance of most coal enterprises in the first quarter will achieve a high growth rate year-on-year. In addition, the pricing formula of 675 benchmark price + floating price will be implemented from May 1, and the coal price center is expected to remain high in the second quarter. At present, the impact of overseas situation on energy shock still exists, and there is limited space for China’s price to decline sharply in the short term.
Cinda Securities pointed out that at this stage, the industry fundamentals, the underlying logic of policies and the direct effect are good, and the valuation of the sector is repaired and improved. Considering the certainty of high performance growth in the first half of this year, it is a reasonable stage for bargain hunting 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.
active trend of industrial machine concept Weihai Huadong Automation Co.Ltd(002248) daily limit Cofco Engineering & Technology Co.Ltd(301058) and other big rises
Industrial machine concept had an active intraday trend on the 13th. As of press time, Cofco Engineering & Technology Co.Ltd(301058) , Wuhan Huazhong Numerical Control Co.Ltd(300161) rose by more than 10%, Huanyu CNC, Weihai Huadong Automation Co.Ltd(002248) rose by the limit, and Han CNC, Kede Numerical Control Co.Ltd(688305) , Hiecise Precision Equipment Co.Ltd(300809) rose by the top.
Some analysts pointed out that with the support of national policies and the continuous pursuit of innovation by Chinese enterprises, China’s CNC machine tool industry has developed rapidly and the scale of the industry has been expanding. Since the second half of 2020, China’s manufacturing industry has recovered significantly. In addition, the epidemic outside Shanghai forced the manufacturing industry to return to China, which directly boosted the demand for machine tools.
The Pacific Securities Co.Ltd(601099) Securities pointed out that the application fields of CNC machine tools are very wide, mainly including aerospace, shipbuilding, automobile, engineering machinery, power equipment, industrial molds and so on. The higher the level of numerical control, the stronger the overall manufacturing strength of the country. According to the data of the National Bureau of statistics, China’s numerical control rate has increased from 28.38% in 2013 to 43% in 2020. Although China’s machine tool numerical control rate has increased significantly, compared with the numerical control rate of more than 80% in foreign developed countries, such as Germany and Japan, China’s numerical control rate is still at a low level, and there is still broad room for improvement in the future. In addition, the replacement cycle of machine tools is generally 10 years, with the highest demand in 2011 and the renewal and replacement cycle in 2021. Under the trend of incremental substitution and stock renewal, the demand potential of China’s machine tool industry is huge.
China’s machine tool market is huge. In 2020, China’s machine tool industry needs us $23.3 billion, of which imported machine tools account for more than 1 / 3. With the country’s strong support for the development of industrial machine tools, at present, there is huge room for breakthroughs in the field of high-end CNC machine tools. Moreover, in the past 5-10 years, China’s machine tool industry has made significant progress in core parts, CNC systems and complete machines, and the localization of high-end CNC machine tools has accelerated, Domestic brands have gradually formed import substitution.
The agency said that, with the strong support of national policies, the value of domestic brands will be further revealed by the strong support of national policies, and the value of domestic brands will be further revealed. It was suggested to focus on Leader Harmonious Drive Systems Co.Ltd(688017) Leader Harmonious Drive Systems Co.Ltd(688017) \ etc.
electronic cigarette national standard officially released with technical R & D strength, the company is expected to gain more market share (with shares)
On April 12, the State Administration of market supervision and administration and the National Standardization Administration approved the compulsory national standard for electronic cigarettes (GB 417 Shanghai Kehua Bio-Engineering Co.Ltd(002022) ), which will be implemented from October 1, 2022. From October 1, all e-cigarette products must be produced in accordance with the national standard, limited addition of 101 additives allowed in accordance with the national standard, and enter the national transaction management platform for sales and circulation.
Tianfeng Securities Co.Ltd(601162) believes that the essence of e-cigarettes is to replace traditional cigarette products. In the future, e-cigarettes may return to the original attributes of tobacco such as taste reduction and smoking experience. With the strength of technical research and development, the company is expected to gain more market share. In the short term, the sales volume of e-cigarettes will be subject to taste constraints, which will be reduced in stages, and there is still some room for deployment in terms of taste. In the long run, with the full restoration of e-cigarette and tobacco taste, the scale of China’s e-cigarette market still has great room for growth. In 2020, FDA issued a taste ban. The retail scale of the U.S. e-cigarette market decreased from US $9.644 billion in 2019 to US $9.378 billion in 2020, and is expected to rise to US $10.299 billion in 2021. In addition, compared with key countries in the world, China’s e-cigarette penetration rate was only 1.5% in 2021, while that of the United States, Japan, Britain and France were 38.0%, 30.3%, 20.9% and 4.1% respectively. It is expected that China’s e-cigarette penetration rate will further increase.
According to blue hole and China e-cigarette Industry Association, more than 90% of the world’s e-cigarettes are produced in Shenzhen. It is estimated that China’s e-cigarette export volume will be 63.1 billion yuan in 2021, with a year-on-year increase of 28%. China is in a leading position in the global competition and has become the world’s largest e-cigarette producer and exporter. The release of the national standards for e-cigarettes and the measures for the administration of e-cigarettes will promote the orderly development of the e-cigarette industry, gradually clarify the competition pattern between manufacturers and brands, and benefit enterprises with high production standards, high-tech reserves and high capital reserves.
Caitong Securities Co.Ltd(601108) pointed out that China’s e-cigarette management measures, which will be officially implemented on May 1, encourage the export business development of e-cigarette manufacturing enterprises. In the future, enterprises with outstanding comprehensive advantages such as process technology, production scale and quality management are expected to fully benefit from the development of the global e-cigarette Market. It is suggested to pay attention to the global atomization OEM leader smore international with leading technical strength, and the Shenzhen Jinjia Group Co.Ltd(002191) , which arranges the new tobacco whole industry chain and cooperates closely with China tobacco.
