Today (January 10), A-Shares fell after opening low, then stopped falling and rebounded; In the afternoon, the stock index fell again, the gem index fell for five consecutive times, while the Shanghai index was relatively resistant to decline. On the disk, in the industry, medical devices, agriculture, animal husbandry, feeding and fishing, traditional Chinese medicine, beauty care, biological products and other industries led the rise, while mining, wind power, petroleum, electric power, wine making and other industries made a slight correction. In terms of theme stocks, the concept of chicken, the concept of pork, virus prevention and precision medicine led the rise, while combustible ice, photovoltaic buildings, cloud games, large aircraft and power batteries led the decline.
“electronic paper” will be the next market hot spot?
E Ink Yuantai technology, the world’s leading e-paper manufacturer, announced on January 6 that it would join hands with BMW, a top automobile brand, to display the concept car BMW IX flow using E Ink e-paper technology at the American consumer electronics show 2022 (CES 2022). This concept car covers the body appearance with E Ink electronic paper, showing an unprecedented concept of surface transformation.
the pharmaceutical sector has a strong trend Zhejiang Yatai Pharmaceutical Co.Ltd(002370) the trading limit of multiple stocks such as Sanlian board Zhejiang Shapuaisi Pharmaceutical Co.Ltd(603168)
The pharmaceutical sector had a strong intraday trend on the 10th. As of press time, Yabao Pharmaceutical Group Co.Ltd(600351) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Zhejiang Shapuaisi Pharmaceutical Co.Ltd(603168) , Chengdu Huasun Technology Group Inc.Ltd(000790) , Guizhou Sanli Pharmaceutical Co.Ltd(603439) , Sailong Pharmaceutical Group Co.Ltd(002898) , Teyi Pharmaceutical Group Co.Ltd(002728) and other nearly 10 stocks rose, and Chongqing Pharscin Pharmaceutical Co.Ltd(002907) approached the limit. It is worth noting that Zhejiang Yatai Pharmaceutical Co.Ltd(002370) has been trading for three consecutive trading days.
In terms of news, recently, the official website of CDE (drug evaluation center of the State Drug Administration) successively released 16 guiding principles, involving drug clinical trials, chemical generic drugs, new drug research and development, including the technical guiding principles for sample research for toxicological research of new traditional Chinese medicine (Trial), the technical guiding principles for drug non clinical dependence research Technical guidelines for clinical pharmacokinetics research of modified new drug controlled release preparations, technical guidelines for human bioavailability and bioequivalence research of innovative drugs, guiding principles for random allocation of drug clinical trials (Trial), etc.
In terms of vaccines, with the emergence of new strains of “Ihu”, the global epidemic prevention war may be upgraded. Superimposed on the omecron mat roll worldwide, although the toxicity is slight, the extremely strong transmissibility can not be underestimated. YueKai Securities believes that the key to epidemic prevention is to popularize the vaccination of the third needle and improve the vaccination rate of the third needle. Considering that the country has significantly strengthened the vaccination of the third injection recently and superimposed the vaccination expectation of the potential fourth injection, it is recommended that investors pay attention to covid-19 pneumonia epidemic prevention targets, such as Chongqing Zhifei Biological Products Co.Ltd(300122) , Cansino Biologics Inc(688185) , Shenzhen Kangtai Biological Products Co.Ltd(300601) .
real estate industry chain stocks rose Markor International Home Furnishings Co.Ltd(600337) daily limit Jiangshan Oupai Door Industry Co.Ltd(603208) and so on
The real estate and home furnishing sectors rose in intraday trading on the 10th. As of press time, the real estate sector, Macrolink Culturaltainment Development Co.Ltd(000620) , Shanghai Shimao Co.Ltd(600823) limit, Tibet Urban Development And Investment Co.Ltd(600773) , Sanxiang Impression Co.Ltd(000863) , Tieling Newcity Investment Holding (Group) Limited(000809) rose ahead; In the home sector, Markor International Home Furnishings Co.Ltd(600337) rose by the limit, Jiangshan Oupai Door Industry Co.Ltd(603208) , Guangdong Hotata Technology Group Co.Ltd(603848) , Guangzhou Shangpin Home Collection Co.Ltd(300616) and so on.
For this sector, China Securities Co.Ltd(601066) pointed out that the expected improvement in the fundamentals of the current real estate and infrastructure chain, as well as the relatively low valuation level and quantile or phased relative income can be configured in stages.
The agency believes that the comparative advantage of the real estate industry benefits from the continuous improvement of capital and the stimulation of favorable policies: 1) in the first November of 2021, real estate loans increased by 8.4% year-on-year, and the reasonable needs of buyers were further met; 2) For large-scale high-quality real estate enterprises\’ debt acquisition of high-quality projects of insurance enterprises, M & A loans are not included in the “three red lines” index, which helps the industry to accelerate liquidation.
In the medium and long term, the establishment of a long-term mechanism for the superposition of industry capacity clearing and the real estate market will help the industry to further gather resources to high-quality enterprises. Continue to be optimistic about high credit developers, high-quality transformation real estate enterprises and leading property management companies. A shares: China Vanke Co.Ltd(000002) , Poly Real estate, Gemdale Corporation(600383) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Seazen Holdings Co.Ltd(601155) , Shanghai Wanye Enterprises Co.Ltd(600641) ; Hong Kong stocks: Longhu group, China Resources Land, Xuhui holding group, China overseas development. Property management recommendations include a shares: China Merchants Property Operation & Service Co.Ltd(001914) , New Dazheng Property Group Co.Ltd(002968) ; Hong Kong stocks: Country Garden service, rongchuang service, Jinke service, Xuhui Yongsheng service, Baolong business and China Resources Vientiane life.
pig prices fell repeatedly, but the pork plate strengthened? Organization: grasp the golden allocation period
On Monday afternoon, pork stocks continued to strengthen. As of press time, Shenzhen Kingsino Technology Co.Ltd(002548) , Tangrenshen Group Co.Ltd(002567) , Wellhope Foods Co.Ltd(603609) limit, Hunan Xiangjia Animal Husbandry Company Limited(002982) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Jiangxi Zhengbang Technology Co.Ltd(002157) , New Hope Liuhe Co.Ltd(000876) etc. rose sharply.
Pork prices have continued to fall since the new year. The main contract of pig futures of Dachang exchange fell sharply again today, down 2.85% as of press time and 5.8% since the new year.
As for the future trend of pig price, Hualian futures research report pointed out that in the medium and long term, the speed of pig production capacity removal is slow, and the relative surplus situation of pig supply is difficult to change. It is expected that there will be a wave of concentrated selling before the festival, which will exert great pressure on pig price, and there is still downward pressure on pig price.
For the future market of the sector, Guotai Junan Securities Co.Ltd(601211) believes that the expected improvement of cycle reversal will continue to accelerate and grasp the breeding gold allocation period. The market has doubts about the extent of capacity clearing, but the elimination of breeding sows and monomer weight will promote the capacity clearing beyond expectations. Under the resonance of three cycles of supply, demand and inventory, the weakening pig price in the first quarter will become an important catalyst. We will continue to recommend beta opportunities in the large breeding sector, focus on pig breeding, and then recommend other breeding poultry breeding, feed in the breeding industry chain Dynamic protection, etc.
the recently approved institutions of the second batch of fuel cell vehicle demonstration urban agglomeration call the multi resonance catalytic fuel cell plate Market (attached shares)
According to the Shanghai Securities News, the evaluation of the second batch of national fuel cell vehicle demonstration and application urban agglomeration has been completed, and the Henan urban agglomeration led by Zhengzhou and the Hebei Urban Agglomeration led by Zhangjiakou, Hebei have recently been approved. This means that Henan Hebei demonstration city cluster can still catch up with the first year of 2022 demonstration period, and the national “3 + 2” fuel cell vehicle demonstration pattern has been formed.
Huaxin Securities pointed out that under the background of double carbon, fuel cell technology is the strategic choice of China’s future energy technology. Since the fuel cell was listed as one of the “three horizontal and three vertical” of electric vehicles by the Ministry of science and technology in the tenth five year plan, it has been listed as a key R & D goal from the eleventh five year plan to the fourteenth five year plan.
All local governments actively follow up the national strategy and issue the fuel cell industry chain plan. Among the 13 provinces that have released plans, 1800 hydrogen refueling stations will be planned by 2025, with an industrial scale of nearly trillion and a total of 80000 fuel cell vehicles. The short-term Beijing Winter Olympics is approaching, the regional sales outbreak of the demonstration city cluster and the implementation of the national top-level planning are expected to provide a triple positive resonance for the fuel cell industry, which is conducive to catalyzing the market of the fuel cell sector.
The Organization recommends the following directions: 1) suppliers of fuel cell vehicle industry chain for Beijing Winter Olympic Games: Beijing Sinohytec Co.Ltd(688339) – u, Yutong Bus Co.Ltd(600066) ; 2) Regional leading enterprises in Beijing, Shanghai and Guangzhou: Jiangxi Jovo Energy Co.Ltd(605090) , Shanxi Meijin Energy Co.Ltd(000723) ; 3) Leading technology enterprises in key links of fuel cell industry chain: Weichai Power Co.Ltd(000338) , Shandong Dongyue Organosilicon Materials Co.Ltd(300821) , Sino-Platinum Metals Co.Ltd(600459) , Shenzhen Center Power Tech.Co.Ltd(002733) , etc. 4) Other suggestions focus on Houpu Clean Energy Co.Ltd(300471) , Anhui Quanchai Engine Co.Ltd(600218) .
industry seizes the opportunity of yuanuniverse track, and yuanuniverse industrial chain is gradually forming
According to the official account of Shanghai Municipal Commission of information, the Shanghai Economic Information Committee and the Municipal Economic Information Committee held a meeting in January 8th to plan for the 2022 industry and informatization work. The meeting emphasized the layout of the new track of yuanuniverse, the development of application scenarios and the cultivation of key enterprises.
At ces2022 (International Consumer Electronics Exhibition), which closed on January 8, yuanuniverse became the protagonist, and many manufacturers released relevant new products. NVIDIA announced that its meta universe creation tool Omniverse will officially provide services to creators; Hyundai Motor announced to cooperate with unity, a 3D content platform, to build a meta universe digital virtual factory.
Sealand Securities Co.Ltd(000750) pointed out that based on combing the layout ideas of the main metauniverse ecological companies, it is considered that there are three entry points for the current layout of metauniverse: 1) from the next generation Internet hardware (represented by meta, apple, etc.); 2) Starting from the next generation software platform (represented by NVIDIA); 3) Starting from the next generation Internet platform (represented by roblox). At present, the layout of A-share media companies is mainly concentrated in the application layer, such as virtual platform and immersive content, digital assets, digital identity and offline experience. Some companies also have layout in the technical layer, such as hardware entrance and 3D technology. It is suggested to focus on three types of Companies: 1) application-oriented: the company’s business can provide a clear landing scenario for technologies and applications related to the meta universe; 2) Technology type: the company has the technical reserves required by metauniverse; 3) Content type: the penetration rate of VR hardware is expected to be further improved in 2022. The company has leading technical strength or related layout in VR content. Highlight Mango Excellent Media Co.Ltd(300413) (virtual host + virtual concert + VR application lab + Digital Collection), Visual China Group Co.Ltd(000681) (massive content + digital collection platform), Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) (XR + 3D rendering + immersive interaction + Digital twin), Bluefocus Intelligent Communications Group Co.Ltd(300058) (virtual human), Zhejiang Huace Film And Tv Co.Ltd(300133) (virtual human), Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) (investment and layout of VR content and hardware), Perfect World Co.Ltd(002624) (steam content platform + VR content + virtual human), Wuxi Boton Technology Co.Ltd(300031) (VR content) Hangzhou Electronic Soul Network Technology Co.Ltd(603258) (VR content), Col Digital Publishing Group Co.Ltd(300364) (copyright protection + virtual human), Oriental Pearl Group Co.Ltd(600637) (metauniverse content production base + copyright protection), etc.
Citic Securities Company Limited(600030) believes that technology giants have entered the meta universe, which is good for the cloud industry chain and telecom operators. Marked by the change of Facebook’s name to meta and the announcement of its full entry into the meta universe, the global technology giants have started the layout of the meta universe, and the whole meta universe industrial chain is gradually taking shape. It is considered that the gradual maturity of relevant applications of metauniverse is expected to drive the demand for relevant hardware equipment on the one hand, and on the other hand, metauniverse is expected to catalyze a new round of data explosion and promote overseas cloud manufacturers to advance the layout of relevant cloud infrastructure. It is recommended to pay attention to companies in the relevant hardware industry chain, such as Yangtze Optical Fibre And Cable Joint Stock Limited Company(601869) (manufacturers of VR necessary equipment AOC, entering the metaoculus quest helmet supply chain), and the cloud infrastructure industry chain. It is recommended to pay attention to optical modules and IDC leaders, such as Zhongji Innolight Co.Ltd(300308) , Eoptolink Technology Inc.Ltd(300502) , Shanghai Baosight Software Co.Ltd(600845) , Beijing Sinnet Technology Co.Ltd(300383) . At the same time, meta universe drives the explosion of data traffic, which is good for telecom operators for a long time. It is strongly recommended that China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) .
(source: China stock market news research center)
