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Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) intraday sharp decline intraday limit once touched year increase doubled
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ( Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) ) opened low and went low on the 15th. It fell sharply during the session and once hit the limit. Since the beginning of this year, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) share price has a strong trend, hitting a record high of 43.12 yuan in April 12 (after the resumption of rights). As of yesterday’s closing, the cumulative increase of the stock has doubled.
Recently, the epidemic situation has risen in many places in China. Even huaqingwen, as the recommended drug of covid-19, has become the epidemic prevention material for many residents. On March 31, the WHO website released the report of the WHO expert evaluation meeting on the treatment of covid-19 pneumonia with traditional Chinese medicine, which clearly affirmed the safety and effectiveness of traditional Chinese medicine in the treatment of covid-19 pneumonia, and encouraged WHO Member States to consider China’s integrated traditional Chinese and Western medicine model (Integrated Medicine model).
Sinolink Securities Co.Ltd(600109) recently, the research report pointed out that Lianhua Qingwen is the recommended drug of covid-19. 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. Lianhua Qingwen reached 4.2 billion yuan in sales in 2020, with a year-on-year increase of 150%. In the fourth quarter of 2021, the epidemic situation in China was repeated, and the sales of cold drugs in some urban pharmacies were under control. Under this influence, it is expected that the sales of Lianhua Qingwen will decline slightly in 2021. From 2022 to 2023, it is expected that overseas market volume, government and enterprise procurement, drug use growth of patients with mild and moderate diseases in China during the observation period, and potential self provided demand of residents will become the new growth points of Lianhua Qingwen.
Guosheng Securities believes 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. (Securities Times)
coal sector continued to be strong Anyuan Coal Industry Group Co.Ltd(600397) 3 Lianban companies’ net profit increased significantly in the first quarter
The intraday trend of the coal sector was relatively strong on the 15th. As of press time, Anyuan Coal Industry Group Co.Ltd(600397) , Shanxi Coking Coal Energy Group Co.Ltd(000983) , Shanghai Datun Energy Resources Co.Ltd(600508) and other limits rose, and Liaoning Energy Industry Co.Ltd(600758) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Zhengzhou Coal Industry & Electric Power Co.Ltd(600121) and other gains were ahead. It is worth noting that Anyuan Coal Industry Group Co.Ltd(600397) has been trading for three consecutive trading days.
On the 14th, four coal stocks, 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%, about 136.6% and about 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%.
Cinda Securities pointed out that from the perspective of supply and demand fundamentals, the short-term disturbance factors of thermal coal have increased, and the price has returned to the rational range. However, the most important coal price inhibition factors (consumption off-season and policy factors) belong to the normal industry operation cycle and reasonable policy control, which do not exceed the expected range. The tight logic of supply and demand in the annual dimension has not changed, and the pressure on coal supply in summer has not decreased; The overall supply and demand of the iron and steel, coke and coking coal industry chain is tight, the downstream resumption of work and production is expected to increase, the demand increases, the upstream supply is limited, the overseas coking coal price hangs upside down, and the price is expected to remain high throughout the year. At this stage, the industry fundamentals, the underlying logic of the policy and the direct effect are favorable for the repair and improvement of the valuation of the sector. Considering the certainty of the high growth of performance in the first half of this year, it is a reasonable stage for bargain hunting to allocate the coal sector.
Citic Securities Company Limited(600030) said that the rhythm of short-term sector fluctuations still followed the changes expected by overseas oil prices. It is expected that there will be a new round of pulse improvement in coal demand after the subsequent epidemic eased and infrastructure construction started; Medium term steady growth, gradual relaxation of real estate policy and other policy expectations will also support industry demand expectations. According to the current performance expectations and valuation level, the sector still has a rising catalyst and is still expected to achieve significant excess returns. It is recommended to continue to focus on undervalued companies with high performance certainty: Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Shaanxi Coal Industry Company Limited(601225) , power investment and energy. (Securities Times)
prefabricated dish concept goes up Better Life Commercial Chain Share Co.Ltd(002251) daily limit Sanquan Food Co.Ltd(002216) and other stocks pulled up
The concept of prefabricated dishes rose on the 15th. As of press time, Better Life Commercial Chain Share Co.Ltd(002251) rose by the limit, while Yike food, Sanquan Food Co.Ltd(002216) , Jinling Hotel Corporation Ltd(601007) , Zhongyin Babi Food Co.Ltd(605338) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Yantai Shuangta Food Co.Ltd(002481) rose by the top.
Data show that China’s Prefabricated dishes have entered the fast lane of development in recent years, and the market scale has maintained double-digit growth. According to AI media consulting data, from 2019 to 2021, the market scale of China’s Prefabricated dishes increased from 244.5 billion yuan to 345.9 billion yuan, with an average annual compound growth rate of 18.94%.
It is estimated that by 2026, the market scale of China’s Prefabricated vegetables will exceed trillion yuan to 107 million yuan.
Dongguan Securities pointed out that due to the relatively low entry threshold of prefabricated vegetables, most of the prefabricated vegetable manufacturers nationwide are small and medium-sized enterprises and individual industrial and commercial households of the same type, and the competition pattern is scattered. Compared with Japan, the market concentration of China’s Prefabricated vegetable industry is low. According to the data of prospective industry research institute, the CR10 of China’s Prefabricated vegetable industry was 14.23% in 2020, while the Cr5 of Japan’s Prefabricated vegetable industry reached 64.04% in 2020. Under the background of the continuous improvement of brand influence, cold chain technology and food quality, the concentration of China’s Prefabricated vegetable market has great room for improvement.
The agency said that China’s Prefabricated vegetable market is still in the initial stage of development, and the industry is developing rapidly. But at the same time, due to the low entry threshold of the industry, the large number of small and medium-sized enterprises in the market and the small number of large-scale enterprises, there has not been a large-scale leading enterprise leading the market, and the industry is still a blue ocean. From the perspective of demand structure, the prefabricated vegetable industry is dominated by catering and supplemented by retail. For catering customers, prefabricated dishes can improve the delivery speed, reduce the back kitchen area and enrich the categories; For retail customers, prefabricated dishes can make a dish conveniently and quickly, which can save time and ensure the health of diet. The joint efforts of BC end will increase the demand for prefabricated dishes in China, and the market is expected to have broad development space in the future. In terms of subject matter, we can focus on the fragrance of taste, Fu Jian Anjoy Foods Co.Ltd(603345) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Longda food, Fujian Sunner Development Co.Ltd(002299) , etc. (Securities Times)
banking sector valuation repair is expected north capital layout first quarter report
Recently, northbound funds continued to buy A-share banking sector. According to the data, from March 16 to April 13, northbound funds bought a net 8.614 billion yuan of bank shares. In this context, the performance of the banking sector in the same period was much stronger than the market. Industry insiders believe that with the continuous development of credit easing and stable growth policies, the banking sector with sound fundamentals has more room for valuation repair. In addition, it is about to enter the intensive release period of the first quarterly report, and the performance is expected to continue to catalyze the market of bank stocks.
Northeast Securities Co.Ltd(000686) said that he was still very optimistic about the relative and absolute returns that banks could obtain. In its view, the loose monetary environment has increasingly become a probability event. On the one hand, monetary policy tools such as RRR reduction can improve the debt cost of banks; On the other hand, when the current investment main line is not clear, part of the liquidity released by monetary regulation may flow into the banking sector, bringing significant relative returns. “Superimposed on the valuation level of the current historical bottom of the banking sector and the catalysis of the good performance of many banks, we are optimistic about the absolute income of the banking sector.”
Dongxing Securities Corporation Limited(601198) analyst Lin Jinlu believes that the bank’s annual performance in 2022 has strong stability and certainty, which is mainly supported by three aspects: first, the wide credit policy promotes the accelerated expansion of the bank’s statement, and the net interest income is expected to maintain a rapid growth; Second, the accelerated transformation of wealth management business will contribute to new profit growth points; Third, at present, the burden of asset quality is light, and the provision safety cushion is thick, which will support profits. (China Securities Journal)
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. (Securities Times)
recent 200 companies’ first quarter report increased significantly the boom of the three industries soared
With the batch release of the first quarterly report in 2022, the “good news” of the performance of listed companies continues. As of April 14, 498 companies have issued performance forecasts for the first quarter of 2022. Among them, 387 companies expect the net profit attributable to the parent company to increase year-on-year in the first quarter, accounting for 77.7%. Among them, 190 companies expect the maximum increase of net profit to exceed 100%.
In the pre increase camp, the biomedical industry, lithium battery and photovoltaic industry chain related to covid-19 detection are the most eye-catching. In addition, the performance growth of cyclical stocks such as coal chemical industry is also encouraging.
Benefiting from the good market situation of salt chemical industry, Jiangsu Suyan Jingshen Co.Ltd(603299) expects the net profit attributable to shareholders of Listed Companies in the first quarter to be 230 million yuan to 253 million yuan, with a year-on-year increase of 323.64% to 366%.
The coal sector is also booming Pingdingshan Tianan Coal Mining Co.Ltd(601666) 4 announced on the evening of April 14 that the company expected a net profit of about 1.63 billion yuan in the first quarter, a year-on-year increase of 199.4%. During the reporting period, the development momentum of the coal industry was good, and the coal price was high.
Shanxi Coking Coal Energy Group Co.Ltd(000983) , Shanghai Datun Energy Resources Co.Ltd(600508) and other coal stocks have good profit expectations in the first quarter. Among them, Shanxi Coking Coal Energy Group Co.Ltd(000983) it is estimated that the net profit in the first quarter will be 2.32 billion yuan to 2.59 billion yuan, with a year-on-year increase of 155% to 185% Shanghai Datun Energy Resources Co.Ltd(600508) it is estimated that the net profit attributable to the parent company in the first quarter is 750 million to 800 million, with a year-on-year increase of 290.63% to 316.67%. (Shanghai Securities News)
