Today (April 15), A-Shares fluctuated widely, and the three major indexes closed down slightly. On the disk, in terms of industries, shipbuilding, banking, steel, electric power, auto parts and other industries rose against the market; Logistics, precious metals, chemical fertilizer, tourist hotels, decoration, education, shipping ports, games and other industries led the decline. In terms of theme stocks, longevity drugs, vitamins, CRO, condiment concept, artemisinin and other counter market trends have become popular; The concept of civil explosion, virtual digital man, metauniverse, express concept and electronic ID card fell first.
Andon Health Co.Ltd(002432) behind the “sky floor”: fierce capital game an institution net purchases more than 300 billion yuan 23456
On April 15, Andon Health Co.Ltd(002432) share price fell by the limit at the end of the trading day, and the trading volume of the whole day was 14.863 billion yuan, with a turnover rate of 35%. The stock rose by the limit once in the morning, after rising for three consecutive days.
After hours data released by Shenzhen Stock Exchange shows that the capital game is fierce. Among them, Citic Securities Company Limited(600030) Xi’an Zhuque Street business department bought 356 million yuan and sold 230 million yuan, and one institution net bought 353 million yuan. Sell one seat Guotai Junan Securities Co.Ltd(601211) Beijing Zhichun Road Sales Department sold 315 million yuan and bought 16.8 million yuan, and another organization sold 209 million yuan and bought 194 million yuan.
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.
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 issued a risk warning on April 13, saying that the current stock price and P / E ratio are relatively high compared with the company’s historical stock price and P / E ratio, which does not rule out the risk of the company’s future stock price and the above indicators falling.
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) down limit Guotai Junan Securities Co.Ltd(601211) Shanghai Branch sold nearly 5 .Rmb 100 million
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ( Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ) fell to the limit today. According to the data of the dragon and tiger list, Guotai Junan Securities Co.Ltd(601211) Shanghai Branch sold nearly 500 million yuan, China International Capital Corporation Limited(601995) Shanghai Branch sold 200 million yuan, one institution sold 70.12 million yuan, and two to five seats were all active business departments of China stock market news.
Recently, the drug was recommended by vid. Since the outbreak of the epidemic in 2020, Lianhua Qingwen, as one of the “three drugs and three parties”, has been included in the covid-19 diagnosis and treatment scheme from the fourth edition to the ninth edition, and is recommended for observation, light and ordinary covid-19 patients.
Guosheng Securities said that Lianhua Qingwen has become a national product, driven by influenza and covid-19. Since its listing, Lianhua Qingwen has proved its prominent role in the treatment of influenza A, avian influenza, influenza B, covid-19 pneumonia and other diseases through a number of high-quality clinical experimental studies, and has been recommended for more than 20 national treatment schemes. In the field of covid-19, Lianhua Qingwen has proved its role in the treatment and prevention of covid-19 through clinical trials. The results have been published in the authoritative international journals Phytomedicine and evidence-based comprehensive and alternative medicine Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ‘s Lianhua Qingwen had a revenue of more than 4 billion in 2020, and its market share increased from 2.44% to 9.86% from 2017 to 2020, becoming the largest brand of Chinese patent medicine for colds in the retail market; In 2021, due to the restriction of drug purchase, the revenue is expected to remain at 3.5-4 billion. With the help of influenza plus covid-19, Lianhua Qingwen is expected to resume double-digit growth, and there is a possibility of exceeding expectations.
auto parts stocks rose strongly Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) , Fuyao Glass Industry Group Co.Ltd(600660) and other stocks rose by the limit
Auto parts stocks rose strongly on the 15th. As of press time, Suzhou Sonavox Electronics Co.Ltd(688533) , Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) , Jiangsu Xinquan Automotive Trim Co.Ltd(603179) , Kunshan Huguang Auto Harness Co.Ltd(605333) , Bethel Automotive Safety Systems Co.Ltd(603596) , etc. rose by the limit. For this sector, Guosen Securities Co.Ltd(002736) n Guosen Securities Co.Ltd(002736) believes that it is difficult to predict the price trend of raw materials and the impact of the epidemic in the short term, but the trend of electrification and intelligent upgrading in the automotive industry will remain the main logic in the next 5-10 dimensions. Some parts have fallen to the level of reasonable valuation, and the value of medium – and long-term configuration has become prominent. It is recommended that two main lines be the rise of independent brands and the intelligent upgrading of automotive electrification.
Main line 1: in 2021, the penetration rate of new energy passenger vehicles will break through 15% of the key points and enter the accelerated penetration. Under the background of the underlying support of three electric technologies, the logic of vehicle production will change. Independent brands will surpass joint ventures in terms of organizational structure, supply chain perfection, business model and so on. They are optimistic about the investment opportunities in the industrial chain brought by the rise of their own brands for a long time.
Main line 2: the core of vehicle electrification is the application of energy flow. With the superposition of multiple factors such as policy, technology and Tesla, new energy vehicles have entered the stage of high-quality development, the product power of demand driven models has been improved, and the technical trend has been upgraded to lithium iron phosphate, 4680 cylinder, multi-in-one electric drive system, vehicle platform high voltage and other multidimensional upgrades.
Mainline 3: the core of automotive intelligence is the application of data flow. Incremental parts include: acquisition end – laser radar, millimeter wave radar, camera and other sensors, transmission end – high-speed connector, calculation end – domain controller, application end – air suspension, wire controlled braking and steering, interaction end – HUD, interactive lamp, central control instrument, sky glass, vehicle acoustics, etc.
Dongguan Securities said that the negative impact of the Russian Ukrainian conflict on the global auto manufacturing industry continued, and some factories of many auto enterprises around the world were forced to shut down or reduce production, which had a certain impact on the overseas business of some Chinese auto parts manufacturers. After the epidemic situation improves, automobile production and sales are expected to improve marginally. It is suggested to pay attention to high-quality parts suppliers that actively grasp the development trend of Automobile Electric Intelligence: Huayu Automotive Systems Company Limited(600741) , Ningbo Tuopu Group Co.Ltd(601689) , Bethel Automotive Safety Systems Co.Ltd(603596) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Foryou Corporation(002906) .
coal sector ushers in the trend of performance pre increase institutions give three investment suggestions
On the 14th, four individual stocks in the coal sector, including Shanxi Coking Coal Energy Group Co.Ltd(000983) , Shanghai Datun Energy Resources Co.Ltd(600508) , Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) and others, issued pre increase announcements for the first quarter, with year-on-year growth rates of 155% – 185%, 290.63% – 316.67%, 136.6% and 199.4% respectively. All the above companies said they benefited from the high operation of coal prices. Previously, nine individual stocks in the coal sector had predicted the performance of the first quarter, all with year-on-year growth, and the highest growth rate of Jizhong Energy Resources Co.Ltd(000937) was 483.98% to 515.05%.
Guotai Junan Securities Co.Ltd(601211) pointed out that in March 2022, China imported 16.423 million tons of coal, a year-on-year decrease of 10.906 million tons, a significant year-on-year decrease of 39.9%; The import volume was 14.71 billion yuan, a year-on-year increase of 680 million yuan, an increase of 4.8%. The price reduction of imported coal increased. In the first quarter, the import scale was only 200 million tons, a significant decrease from 320 million tons in 2021. Indonesia’s export ban was lifted in February, but the decline in import volume further expanded in March, mainly due to the rise in global commodity prices caused by the Ukrainian Russian war. In March, the average price of power coal in Newcastle, Australia, was 314 yuan / ton, a significant increase of 231% year-on-year and 32% month on month, a record high. The sharp rise in overseas coal prices led to the inversion of coal prices outside China, which restrained import demand.
China’s dependence on coking coal import accounts for about 10%, and the supply side is greatly affected by the import. After the import of Australian coal is limited, the coking coal importing countries are mainly Mongolia and Russia. At present, the import of Mongolian coal is still affected repeatedly by the epidemic. At present, the average daily customs clearance vehicles are only about 200, which is far lower than the historical average. Although the settlement problem of Russian coal is solved, due to the limitation of transportation capacity, the import volume cannot increase significantly in the short term, and the coking coal supply will remain tight due to the decline of import. The “steady growth” on the demand side has been strengthened, the infrastructure investment has been carried out in advance, the end of the real estate policy has appeared, the capital construction force is superimposed, and the traditional peak season is coming. The demand will rise rapidly in the second quarter. At present, it can be seen that the operating rate of deformed steel bars has begun to rebound. Under the tight supply and demand, there is still room for price improvement, driving the continuous upward month on month profit and substantial year-on-year growth. Investment suggestions in three aspects: 1) the main line of the year, high dividend, green power transformation and growth coal chemical industry: China Shenhua Energy Company Limited(601088) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Yankuang energy, Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) , power investment energy, China Xuyang group, Ningxia Baofeng Energy Group Co.Ltd(600989) ; 2) Sitting on overseas coal resources: Yankuang energy; 3) High quality elastic Enterprises: ‘ Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) yes.
the Ministry of water resources emphasizes the completion of 8000 billion yuan of investment in water conservancy construction related industrial chains or concerns 23456 123567
According to the website of the Ministry of water resources, vice minister Wei Shanzhong presided over the national “fourteenth five year plan” 102 key water conservancy projects and the first central water conservancy construction investment plan implementation and dispatching meeting in 2022. Wei Shanzhong requested that we should further innovate ideas, broaden investment channels, make use of special bonds of local governments as much as possible, actively strive for bank loans, promote the pilot of real estate investment trusts (REITs) in the field of water conservancy, encourage and guide social capital to participate in the construction and operation of water conservancy projects, and strive to expand the investment scale of water conservancy construction. We should coordinate epidemic prevention and control and water conservancy project construction, strengthen guidance and dispatching, strengthen daily supervision and inspection, ensure project quality and safety, spare no effort to speed up the progress of project construction and the implementation of annual investment plan, form physical workload as much as possible, and ensure the completion of water conservancy construction investment of 800 billion yuan.
Guotai Junan Securities Co.Ltd(601211) pointed out that water conservancy construction funds mainly come from central and local governments, social capital and Chinese loans. In recent years, local investment and social capital have increased rapidly in structure and have become the main capital. In terms of local investment, the impact of the decline in land transfer fees is limited. In 2022, the capital construction funds will increase sharply driven by the superposition of special bonds for two years,. As a key area of special debt, water conservancy is expected to get greater preference. In terms of social capital, the investment in PPP projects continues to rise, and the return to growth of projects in the identification stage will promote a new round of financing climax; The pilot scope of REITs has been continuously relaxed, and water conservancy facilities in water supply, power generation, ecology and other fields have been approved to be included. Social financing of water conservancy is expected to advance steadily with the help of policies.
The agency believes that the economic work in 2022 will focus on steady growth. As one of the important infrastructure fields, water conservancy has the characteristics of strong social benefits, large investment absorption and long industrial chain. The development of water conservancy is expected to fully boost demand, create employment and make an important contribution to achieving the goal of steady growth. In combination with the work deployment of the central government and the Ministry of water resources, water conservancy will focus on the construction of major projects such as national water network and watershed flood control and the improvement of smart water conservancy in 2022. In terms of medium and long-term planning, during the 14th Five Year Plan period, water conservancy construction will achieve high-quality development from the four investment directions of flood control, water supply, intelligent water conservancy and ecological restoration. Its investment growth rate is expected to enter a new round of growth period driven by the accelerated implementation of 150 major water conservancy projects.
