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the covid-19 detection concept broke out again. Asahi biology broke the “20cm” limit for three consecutive days Zhejiang Orient Gene Biotech Co.Ltd(688298) broke through 300 yuan and reached a new high
Covid-19 detection concept broke out again on the 10th. As of press time, Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , the “20cm” limit of Asahi biology, Beijing Hotgen Biotech Co.Ltd(688068) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Tellgen Corporation(300642) , Hangzhou Biotest Biotech Co.Ltd(688767) and other gains were higher. It is worth noting that Asahi biology has raised the limit for three consecutive trading days, Zhejiang Orient Gene Biotech Co.Ltd(688298) broke through the 300 yuan mark in the intraday trading, once again reaching a record high.
According to the current research data, the main characteristics of the strains are strong infectious, high incidence rate, low hospitalization rate and low mortality rate. Therefore, the global demand for COVID-19 detection and oral drugs has increased sharply.
According to CCTV news, the United States is facing a shortage of covid-19 test kits. The kits in American pharmacies are basically sold out. Most covid-19 test points in the United States are overcrowded and even need to queue for hours to complete the test.
There is even speculation about covid-19 kit. It is reported that in the U.S. market, the price of covid-19 kit with two doses of quick screening is usually $14-24 / box. Now, due to the shortage of goods, the price has doubled several times in some markets to $75 / box (about 478.2 yuan), and even $80 / box (about 510.1 yuan), The increase was as high as 188% – 471%.
Ping An Securities pointed out that in late November, the epidemic spread in many places in China, and the detection of covid-19 among key populations has become an important part of epidemic prevention. Some regions even carried out large-scale covid-19 virus detection and screening, which has driven the growth of the demand for detection preparations. Overall, the epidemic situation at home and abroad continues, and the sales of covid-19 detection reagent is expected to increase, which may bring performance flexibility to relevant enterprises.
the traditional Chinese medicine sector strengthened again Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) and other multi stock trading institutions have different views
On January 10, the traditional Chinese medicine sector strengthened again. As of press time, Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Chengdu Huasun Technology Group Inc.Ltd(000790) rose by the limit, Teyi Pharmaceutical Group Co.Ltd(002728) , Yabao Pharmaceutical Group Co.Ltd(600351) , Guizhou Sanli Pharmaceutical Co.Ltd(603439) , Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) and so on, while step pharmaceutical, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Kpc Pharmaceuticals Inc(600422) and so on followed.
According to China Central Television finance and economics, recently, a number of traditional Chinese medicine companies have issued the news of raising the price of their proprietary Chinese medicine products to customers, involving a variety of classic drugs such as Angong Niuhuang Pill and Huoxiang Zhengqi oral liquid. In a Beijing Tongrentang Co.Ltd(600085) drugstore in Dongcheng District, Beijing, the reporter saw that the price of Angong Niuhuang Pill was increased from more than a month ago. The price of each pill was increased from 780 yuan to 860 yuan, with a price increase of about 10%. However, the clerk said that at present, there is a promotion. If you buy 12 pills at one time, the price will be basically the same as before the price rise. Industry insiders said that the cost of raw materials of Chinese patent medicines accounted for about 30-40%. Taking Angong Niuhuang Pill as an example, the prices of all 11 components of Chinese herbal medicines increased by 20-50% in 2021.
Galaxy Securities said that the traditional Chinese medicine industry is one of the key industries protected by the state. The relevant national policies actively encourage the development of the traditional Chinese medicine industry and the traditional Chinese medicine decoction piece industry. The relevant regulatory authorities of various provinces have also formulated relevant policy provisions to increase their support for the traditional Chinese medicine industry and related enterprises. The continuous improvement of the industry supervision system and the support of industry regulations and policies are conducive to the sustainable and healthy development of the traditional Chinese medicine industry.
Guotai Junan Securities Co.Ltd(601211) reminds that the extreme discount of traditional Chinese medicine plate relative to the whole medicine has significantly converged. Although it does not rule out that the market inertia will further push up the plate in the short term, and there will be a higher market premium, if the valuation system is to be systematically revised or even anchored, the changes in the underlying logic of the industry still need to be verified by the performance, In particular, the price raising logic of a few short-term companies is also approaching with the financial reporting season, which is about to be verified, which may promote the differentiation of individual stocks. On the other hand, with the improvement of microstructure deterioration of other high performance boom tracks and the formation of a new balance between valuation and boom, it will also restrict the matching degree between valuation and growth of traditional Chinese medicine plate.
the news came that the “eye grass” Aier Eye Hospital Group Co.Ltd(300015) once fell by nearly 5%
On the morning of January 10, “yanmao” Aier Eye Hospital Group Co.Ltd(300015) fell sharply at the opening. On the news side, Suqian Aier Eye Hospital Group Co.Ltd(300015) hospital said on the evening of January 9 that we attached great importance to the recent online information related to the non-standard business behavior of our hospital. After preliminary verification, we hereby declare as follows: the current online information has been rectified in 2019 in accordance with the relevant requirements of the board of directors, the illegal employees have been seriously dealt with, and the management team has been replaced. The current leadership took this as a lesson to further strengthen hospital management and adhere to standardized operation. At the same time, strengthen the daily education of employees and improve the service level. Strive to win patient satisfaction and social recognition with advanced technology and excellent service.
The reason for this was that from January 6 to January 9, AI Fen, who was certified as “director of emergency department of Wuhan Central Hospital”, successively posted four lists on the microblog called “emergency Zhejiang Sunflower Great Health Limited Liability Company(300111) AI Fen”, including Aier Eye Hospital Group Co.Ltd(300015) bribe “hospital doctor’s name, referring person’s position, contact person, amount of money, account opening bank, card number, patient’s name, operation date, disease type, operation fee, etc, Aifen questioned Aier Eye Hospital Group Co.Ltd(300015) the existence of “bribery” of doctors.
According to the data, Aier Eye Hospital Group Co.Ltd(300015) was established in 2003. Its main business is diagnosis and treatment of various ophthalmic diseases, surgical services and medical optometry. The latest financial report shows that in the first three quarters of 2021, the company achieved an operating revenue of RMB 11.596 billion, a year-on-year increase of 35.38%; The net profit attributable to the shareholders of the listed company was 2.003 billion yuan, a year-on-year increase of 29.59%. With the growth of performance, the company’s share price also rose all the way, reaching a historical high of 72.27 yuan / share in July 2021, and the company’s market value once exceeded 450 billion yuan.
the agricultural sector rose Shandong Xiantan Co.Ltd(002746) the daily limit Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) and other big gains
The agricultural sector rose intraday on the 10th. As of press time, Shandong Xiantan Co.Ltd(002746) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) limit, Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) , Wellhope Foods Co.Ltd(603609) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Tangrenshen Group Co.Ltd(002567) , New Hope Liuhe Co.Ltd(000876) , Jiangxi Zhengbang Technology Co.Ltd(002157) and other gains were higher.
On the news side, the new year is approaching, the supply and demand of the chicken sales market is booming, and a number of listed companies had good sales performance last December. On December 9, it was announced that the sales revenue of chicken products was 311 million yuan and the sales volume was 35400 tons, with a year-on-year increase of 25.52% and 31.70% respectively, and the chain change range was 7.57% and 6.33% respectively. Among them, the poultry breeding and processing industry realized a sales revenue of 300 million yuan and a sales volume of 34600 tons, with a year-on-year increase of 26.34% and 32.41% respectively, and the chain change range was 7.71% and 6.46%; In the food processing industry, the sales revenue of chicken products was 11.2264 million yuan and the sales volume was 0800 tons, with a year-on-year increase of more than 7%.
In addition, pig prices began to stabilize and rebound after the recent continuous correction. According to statistics, as of December 31, 2021, the average price of pigs in 22 provinces and cities in China was 16.3 yuan / kg, up 1.9% on a weekly basis. On the supply side, from the situation of newborn piglets in the early stage, it is expected that the slaughter volume of newborn pigs before the festival will maintain growth month on month. On the demand side, the peak period of bacon production is basically over, but the peak season of family and catering consumption is approaching, and the power of consumption growth is not reduced. Both supply and demand are rising. It is expected that the pig price will fluctuate and operate stably before the festival or on the basis of the current price, and it is less likely to continue the in-depth adjustment. Official data show that by the end of November 2021, there were 42.96 million fertile sows in China, down 1.2% month on month, 4.8% higher than the normal population. According to official data, the speed of capacity removal in the industry has slowed down recently due to the rebound of pig prices, but the trend of capacity removal is still continuing. It is expected that after the double festival, with the adjustment of pig price, the pace of capacity removal will be accelerated again.
The Pacific Securities Co.Ltd(601099) Securities believes that in 2022, with the removal of production capacity, the pig industry is expected to usher in a new round of cycle reversal. In terms of valuation, at present, the market value of most pig enterprises is below the historical average and has a certain margin of safety. Therefore, the sector is optimistic about the rating. Individual stocks mainly recommend Muyuan Foods Co.Ltd(002714) with leading cost and Wens Foodstuff Group Co.Ltd(300498) and Tecon Biology Co.Ltd(002100) with obvious improvement in production indicators.
the third round of price rise of lithium salt increased, and salt lake lithium concept stocks rebounded strongly
On the morning of January 10, salt lake lithium concept stocks rebounded strongly. As of press time, Tibet Urban Development And Investment Co.Ltd(600773) trading limit, Tibet Mineral Development Co.Ltd(000762) , Tianqi Lithium Corporation(002466) , Tibet Summit Resources Co.Ltd(600338) and other stocks had outstanding performance.
The third round of price increase of lithium salt continued to rise. According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the latest lithium hydroxide increased by 2000-3000 yuan / ton, lithium carbonate increased by 4000-4500 yuan / ton, lithium cobaltate increased by 7500 yuan / ton, and lithium manganate increased by 1000-4000 yuan / ton.
Caixin Securities said that with the popularity and penetration of new energy vehicles, the demand for lithium batteries increased rapidly, which led to the continued strong demand for lithium carbonate. At present, the price of battery grade lithium carbonate has reached 250000 yuan / ton, and there is still room for rise in the future. At present, the cost of extracting lithium from Salt Lake by adsorption method per ton of lithium carbonate can be controlled at or below 30000 yuan. Compared with lithium extraction from spodumene and mica, salt lake lithium extraction has cost advantages, and salt lake lithium extraction materials have great prospects.
Tianfeng Securities Co.Ltd(601162) believes that as the demand of new energy industry continues to improve next year, the lithium price center will maintain a high boom in the whole year of 22 years. When the market sees that the price of lithium salt continues to be strong and gradually forms consistent expectations for the price, it will focus on the performance improvement brought by the enterprise’s expansion of its own alpha, and firmly optimistic about the allocation value of lithium plate next year.
the Winter Olympic Games is approaching, and related concept stocks continue to be active
The concept of digital currency was active again on the 10th. As of press time, Beijing Cuiwei Tower Co.Ltd(603123) , Guangdong Tecsun Science & Technology Co.Ltd(002908) limit, Beijing Infosec Technologies Co.Ltd(688201) , Yusys Technologies Co.Ltd(300674) and other stocks also performed prominently. It is worth noting that Beijing Cuiwei Tower Co.Ltd(603123) has been trading for five consecutive trading days, and Beijing Infosec Technologies Co.Ltd(688201) has risen nearly 40% in the last seven trading days.
In terms of news, the Winter Olympics is an important application scenario for the pilot of digital RMB. With the approaching of the Winter Olympics (February 4), the promotion of digital RMB has been accelerated. Liu Yuling, member of the Party committee and deputy director of the business management department of the people’s Bank of China, previously said that around the 2022 Winter Olympic Games, we have promoted the pilot of digital RMB in more scenarios, and 355000 scenarios have been implemented, covering seven scenarios such as transportation, catering and accommodation, shopping and consumption. Key business districts, scenic spots and hotels in Beijing have realized their support for digital RMB. On January 4, the digital RMB (pilot version) app was officially launched, and 49 sub wallets were launched, involving shopping, travel, life, tourism and five other categories.
Kaiyuan Securities pointed out that according to the white paper on the research and development progress of China’s digital RMB, the digital RMB adopts centralized management and two-tier operation, the central bank is responsible for issuance and life cycle management, and commercial banks and other institutions are responsible for exchange and circulation services. At present, the main operators include nine banks, including China, agriculture, industry, construction, transportation, postal savings, China Merchants, online merchants and Weizhong. Other small and medium-sized banks and institutions will also provide digital RMB services. Therefore, large state-owned banks, joint-stock banks and small and medium-sized banks will generate relevant system development, testing, operation and maintenance requirements, and bank it, security encryption, hardware equipment and other related companies are expected to benefit.
The agency said that the revenue growth rate of bank IT companies such as Northking Information Technology Co.Ltd(002987) , Tansun Technology Co.Ltd(300872) , Global Infotech Co.Ltd(300465) in the first three quarters was more than 30%, which has verified the prosperity of the industry, while the corresponding valuation of most bank it targets in 2022 is only more than 20 times, which is ushering in the layout opportunity. Historically, the bank’s IT sector has good valuation flexibility in the active stage. At present, under the catalysis of the Winter Olympic Games and digital RMB, it is recommended to pay attention to the repair opportunities brought by this. Beijing Infosec Technologies Co.Ltd(688201) is recommended, and the beneficiary objects include Northking Information Technology Co.Ltd(002987) , Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) , Digital China Information Service Company Ltd(000555) and other bank IT companies, as well as Newland Digital Technology Co.Ltd(000997) , Newcapec Electronics Co.Ltd(300248) .
(source: China stock market news research center)
