Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
The Company Risk Reminder
Boosted by the sharp increase in net profit in the first quarter, Andon Health Co.Ltd(002432) recently, the stock price has a strong trend. After the opening of Andon Health Co.Ltd(002432) ( Andon Health Co.Ltd(002432) ) on the 14th, it quickly raised the limit. As of press time, the stock reported 90.11 yuan, setting a new record. So far, the stock has been trading for three consecutive trading days, up nearly 43% in the past four trading days.
On April 11, Andon Health Co.Ltd(002432) disclosed the performance express of 2021. 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.
Guangzhou Wondfo Biotech Co.Ltd(300482) etc. rose sharply
The concept of the subject of the subject of the 19-19-19, the concept of the concept of the concept of the concept, the 14th day of the day, the 14th day of the day of the concept, the 14th day of the day of the concept, the 14th day of the 14 day of the concept of the concept of the subject, the 14th day of the concept, the 14th day of the concept, the day of the 14 day of the day of the 14 day of the day of the day of the day of the day of the day of the day of the day of the day of the concept, the active day of the day, as of the writing, the 30106 Shanghai Labway Clinical Laboratory Co.Ltd(301060) \ and other average share prices rose sharply.
On the news side, in April 12th, the State Administration of food and Drug Administration re examined and approved 2 COVID-19 virus antigen detection reagent products, namely, the New Coronavirus (2019-nCoV) antigen detection kit (latex method) of the Limited by Share Ltd in Zhuhai, and the New Coronavirus (2019-nCoV) antigen detection kit (colloidal gold method) of Berger medical Polytron Technologies Inc of Shanghai. As of April 12, the State Food and drug administration has approved 26 covid-19 virus antigen detection reagent products.
China Post Securities said that the market demand for covid-19 detection, prevention vaccine and "three drugs and three parties" will not decrease. In particular, the localization and upgrading of covid-19 nucleic acid detection, mRNA vaccine and other products will help to achieve the goal of dynamic clearing; For the more complex epidemic situation abroad, covid-19 detection products are even more essential. Therefore, covid-19 industrial chain will continue to be optimistic in the future.
The 1800 yuan
Wine stocks were once higher on the 14th day of the 14th day on the 14th day on the 14th day of the 14th day on the 14th day of the day, and as of the release, the price of Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) \ rose more than 4%, and Kweichow Moutai Co.Ltd(600519) rose nearly 3% to return to above 1800 yuan. It is worth noting that Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) has gained four trading boards in the last six trading days, with a cumulative increase of 46%.
For Baijiu Baijiu, Baiyang Qianhai Securities pointed out that since March, despite the outbreak of many outbreaks of blockade control, but for the current Baijiu season, the liquor business plan relative to the overall business plan accounted for relatively small, high-end liquor in the first quarter has opened the whole year growth trend, high-end Baijiu still better Fundamentals, valuation discount repair space, the strong certainty of the sector, it is recommended that the priority layout.
For the beer sector, the agency believes that in the first quarter, the sales volume of leading liquor enterprises increased from January to February. Although the repeated epidemic in March led to the loss of some consumption scenes, it was smooth to the whole year. If the epidemic eased in early May, superimposed with the advent of peak season and defensive price increases and price locks of liquor enterprises to cushion the rise of raw material prices, the current price transmission is relatively smooth, In the second quarter, when the sales volume was replenished and the situation in Russia and Ukraine eased, the price of raw materials moved down slightly, or there was room on the profit side, and the industry is expected to realize the simultaneous rise of volume and price.
Zheshang Securities Co.Ltd(601878) pointed out that the arrival of the recent annual report and quarterly report & the phased implementation of the reform measures of liquor enterprises will be the main catalyst at this stage. Although the epidemic has a certain impact on the current demand side, it is currently in the off-season & the impact of liquor enterprises or active smoothing is limited. It is still firmly recommended that the performance in the first quarter of 2022 is strong, with high certainty & the annual marginal change performance is good & the current valuation has the target of cost performance: Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) Shede Spirits Co.Ltd(600702) Anhui Yingjia Distillery Co.Ltd(603198) Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) 。
the Ministry of industry and information technology issued a document to support the strong rise of the concept of industrial Internet Shanghai Weihong Electronic Technology Co.Ltd(300508) and other limits
The concept of industrial interconnection rose strongly in the session on the 14th. As of press time, Shanghai Weihong Electronic Technology Co.Ltd(300508) "20cm" limit, Shanghai Hi-Tech Control System Co.Ltd(002184) also limit, Kyland Technology Co.Ltd(300353) , Qiming Information Technology Co.Ltd(002232) , Beijing Aritime Intelligent Control Co.Ltd(600560) and other gains were higher.
On the news, on April 13, the Ministry of industry and information technology released the 2022 work plan of the special working group on industrial Internet. The plan specifies that this year, it will build an upgraded version of "5g + industrial Internet", promote the transformation and upgrading of enterprise intranet and speed up the construction of enterprise extranet; We will accelerate the construction of multi-level platforms and cultivate about 10 industrial Internet public service platforms in specific regions; The construction of regional sub centers of national industrial Internet big data centers in Chongqing, Shandong, Zhejiang, Liaoning, Jiangsu and Guangdong will be basically completed.
According to the plan, the goal of this year is to build 10 benchmark 5g fully connected factories; Promote the expansion of 5g from peripheral production links to internal links; Promote 20 typical scenarios and mine typical application scenarios at production line level and workshop level. At the same time, it will promote the transformation and upgrading of the enterprise's intranet. This year, the goal is to complete the demonstration construction of five intranet or 10 Gigabit ring network upgrading enterprises. We will speed up the construction of enterprise external network, continue to organize special projects for the construction of new infrastructure, and accelerate the development of 5g network and other new infrastructure.
The plan also makes it clear that to improve the level of financial services, qualified industrial Internet enterprises will be supported to issue securities for the first time and be listed, be listed at the basic level and innovation level of the national share transfer system, and refinance through additional issuance, allotment of shares, convertible bonds and other means. Support qualified enterprises to issue corporate credit bonds and asset-backed securities for financing. Expand bond financing channels for manufacturing enterprises and industrial Internet enterprises.
Ping An Securities pointed out that in the next few years, the digital economy will continue to grow rapidly, and industrial digitization, especially the industrial Internet, will enter the fast lane of development. From the perspective of basic products, industrial software is expected to benefit from it, and there will be more room for expansion in advantageous fields such as control execution, production, manufacturing and operation management software used by manufacturing enterprises. The design management software used in the design and construction of the construction industry will usher in market opportunities. Glodon Company Limited(002410) , Beijing Yjk Building Software Co.Ltd(300935) , Zhejiang Supcon Technology Co.Ltd(688777) , Zwsoft Co.Ltd(Guangzhou)(688083) ; Platform enterprises will grow up in this round of national pilot demonstration work of "cross industry and cross field", and Yonyou Network Technology Co.Ltd(600588) ; Industrial Internet security is also an important direction. We strongly recommend Venustech Group Inc(002439) , Dbappsecurity Co.Ltd(688023) .
could \ import plays an important role (with shares)
The 14th five year plan for energy development in Guangdong Province issued on April 13 proposed to strictly and reasonably control the growth of coal consumption and expand the utilization of natural gas. The province's natural gas consumption will increase from 29 billion cubic meters in 2020 to 48 billion cubic meters in 2025. We will improve the energy production, supply, storage and marketing system, and plan to build coastal LNG terminals in accordance with the principle of "moderately advanced, intensive and large-scale development", so as to make the annual supply capacity of natural gas in the province reach 80 billion cubic meters.
Shenwan Hongyuan Group Co.Ltd(000166) pointed out that natural gas is an important part of the global energy structure and the development direction of clean energy. After the slowdown of demand growth in 2019 and 2020, China's natural gas supply and demand increased rapidly in 2021. In addition to the increment of domestic natural gas, China's demand for imported gas may continue to grow. The imported natural gas is mainly pipeline gas and LNG, and the new supply in the future may mainly come from the import of LNG terminal. Due to the continuous advancement of the marketization process of China's natural gas price, we are optimistic about the investment targets in natural gas resources, LNG receiving facilities and LNG Export facilities, including Guanghui Energy Co.Ltd(600256) , Petrochina Company Limited(601857) and Bomesc Offshore Engineering Company Limited(603727) .
Haitong international research believes that the overall growth rate of the natural gas industry maintains high growth, and the LNG terminal, as an important asset of the natural gas industry chain, plays an important role in LNG import. It is suggested to pay attention to Enn Natural Gas Co.Ltd(600803) , Guanghui Energy Co.Ltd(600256) , Jiangxi Jovo Energy Co.Ltd(605090) , etc.
the national standing committee decided to increase support for export tax rebate cross border e-commerce is expected to usher in sustained growth momentum (with shares)
On April 13, the executive meeting of the State Council decided to further strengthen policy support such as export tax rebate to promote the steady development of foreign trade. The meeting pointed out that in order to promote the steady development of foreign trade, we should give better play to the policy effectiveness of export tax rebate, which is inclusive, fair and in line with international rules, and optimize the foreign trade business environment. We will improve the efficiency of customs clearance for the return of export goods, formulate policies to facilitate the return and exchange of goods by cross-border e-commerce, provide more convenience for customs clearance and tax refund of trustworthy enterprises, and severely punish acts such as defrauding tax rebates.
Guosen Securities Co.Ltd(002736) pointed out that the cross-border e-commerce export industry continues to grow. Although the leading enterprises with strong brand awareness have been affected by the rising prices of shipping and raw materials and the emotional concerns caused by Amazon's strong supervision, the performance of the cross-border e-commerce sector has been under pressure for some time in the past, but in the short term, the US tariff exemption is expected to boost the market's confidence in the export trade environment, And recently, the Ministry of Commerce issued the notice on making good use of the innovative development guidance fund of service trade to support the development of new business forms and models of trade, proposing to increase investment in new business forms and models, support the construction of cross-border service systems such as overseas warehouses and cross-border logistics, and cultivate digital trade enterprises. In the medium and long term, the cross-border e-commerce industry is expected to usher in sustained growth momentum under the background of the continuous release of policy dividends and the improvement of overseas e-commerce penetration. The competition pattern of the industry is also developing towards standardization under strong supervision. Among them, enterprises with strong overseas brand awareness and excellent operation ability are expected to benefit first. Anker Innovations Technology Co.Ltd(300866) , which focuses on main consumer electronics products and has excellent product operation and management ability and overseas brand awareness, is recommended, And it is suggested to pay attention to Hunan Huakai Cultural And Creative Co.Ltd(300592) , which has Yibai network for cross-border multi category development.
