Today (April 18), A-Shares bottomed out after opening low, and the gem index took the lead in turning red and leading the rise. On the disk, in terms of industries, auto parts, photovoltaic, semiconductor, agriculture, animal husbandry, feeding and fishing, power supply equipment, electronic components, consumer electronics and other industries led the increase; Coal, securities, banking, real estate, insurance, cement and building materials, traditional Chinese medicine, steel and other industries led the decline. In terms of theme stocks, the concept of chicken, aquaculture, pork, transgenic and prefabricated vegetables led the increase; Rental and sale rights, the concept of securities companies, the concept of horse racing, coal chemical industry, hair medicine, exclusive drugs and so on.
logistics sector rose in the afternoon Jiangsu Feiliks International Logistics Inc(300240) and other big rises Shanghai Shine-Link International Logistics Co.Ltd(603648) staged “Earth Sky board”
The logistics sector rose higher in the afternoon of the 18th, Jiangsu Feiliks International Logistics Inc(300240) limit Shanghai Shine-Link International Logistics Co.Ltd(603648) , Shanghai Yashi, Friend Co.Ltd(605050) limit, Eternal Asia Supply Chain Management Ltd(002183) , Jiangsu Xinning Modern Logistics Co.Ltd(300013) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , etc. all strengthened. It is worth noting that the previous five board Shanghai Shine-Link International Logistics Co.Ltd(603648) today staged the trend of “Earth Sky board”.
On the news side, on April 18, the national teleconference on ensuring smooth logistics and promoting the stability of industrial chain and supply chain was held in Beijing. The meeting called for adhering to the people as the center and having the overall situation in mind. We should be concerned about the lives and physical and mental health of the masses and epidemic prevention personnel, improve the working and living conditions of logistics practitioners, and provide financial support such as deferred repayment of loans. A sufficient number of national unified passes shall be issued and used. The nucleic acid test results shall be mutually recognized throughout the country within 48 hours. The closed-loop management of “picking, leaving and chasing” shall be implemented. The passage shall not be restricted on the grounds of waiting for the nucleic acid results. We should tackle key problems one by one and solve outstanding problems in key areas. We should strive to stabilize the supply chain of the industrial chain, leverage 1 trillion yuan of funds through 200 billion yuan of scientific and technological innovation refinancing and 100 billion yuan of refinancing used in the field of transportation and logistics, and establish a white list of key industries and foreign trade enterprises such as automobiles, integrated circuits, consumer electronics, equipment manufacturing, agricultural materials, food and medicine.
Anxin Securities pointed out that the epidemic prevention policy began to pay attention to logistics and supply guarantee. The logistics nodes should be opened as much as possible, and the supply guarantee personnel can go out as much as possible. Road freight is prohibited from one size fits all control. It is expected that e-commerce consumption and express logistics will come out of the trough and gradually recover in the near future, and continue to recommend the leading enterprises of express logistics.
Cccg Real Estate Corporation Limited(000736) , Chongqingyukaifaco.Ltd(000514) , Langold Real Estate Co.Ltd(002305) staged “sky floor”
On the afternoon of April 18, Cccg Real Estate Corporation Limited(000736) plunged to the limit in the intraday trading, and the stock rose once in the morning trading. On the evening of April 17, Cccg Real Estate Corporation Limited(000736) released the announcement of abnormal fluctuation and risk warning of stock trading, saying that the deviation of the closing price of the company’s shares in three consecutive trading days (April 13, April 14 and April 15, 2022) has exceeded 20%. According to the relevant regulations of Shenzhen Stock Exchange, it belongs to the situation of abnormal fluctuation of stock trading. The stock price of the company has fluctuated greatly recently, and the valuation is higher than that of Listed Companies in the same industry; The stock price is affected by many factors, including the macroeconomic situation, industrial policies, the company’s production and operation, the capital market atmosphere, investors’ psychological expectations and so on. In this regard, the company reminds investors to fully understand the stock market risks, make prudent decisions and improve their risk awareness.
In addition, Cccg Real Estate Corporation Limited(000736) said that there was no need to correct or supplement the information disclosed by the company in the early stage; The production and operation activities are normal, and no significant changes have been found in the company’s internal and external business environment in the near future, and there is no violation of fair disclosure in self-examination.
It is worth noting that in addition to Cccg Real Estate Corporation Limited(000736) , many high-level real estate stocks plunged late today, Chongqingyukaifaco.Ltd(000514) , Langold Real Estate Co.Ltd(002305) also staged a “sky floor” trend.
a message affected coal sector fell sharply great energy, Anyuan Coal Industry Group Co.Ltd(600397) etc.
The coal sector, which has continued to rise recently, fell sharply on the 18th. As of press time, there were a lot of energy, China Coal Xinji Energy Co.Ltd(601918) , Anyuan Coal Industry Group Co.Ltd(600397) , Yunnan Yunwei Company Limited(600725) , Zhengzhou Coal Industry & Electric Power Co.Ltd(600121) and other limits, and the decline of power investment energy, Beijing Haohua Energy Resource Co.Ltd(601101) , Yankuang energy, Guizhou Panjiang Refined Coal Co.Ltd(600395) was ahead. In terms of news, recently, the price department of the national development and Reform Commission held a special meeting to study and clarify the identification standards of illegal acts of bid up in the coal field. Key enterprises in the coal and power industries and relevant industry associations participated in the meeting.
The meeting pointed out that coal is an important basic energy, and it is of great significance to ensure the supply and price of coal. Under the framework of existing laws and regulations, studying and clarifying the specific identification standards of illegal acts of bid up prices in the coal field is conducive to guiding coal operators to operate legally and maintaining the normal order of the coal market.
Next, the national development and Reform Commission will, in accordance with the opinions of all parties, pay close attention to improving the relevant provisions on the identification standards of illegal acts of bid up in the coal field, promote relevant departments to strengthen law enforcement and inspection, earnestly maintain the price order of the coal market, and better ensure national energy security.
In this regard, industry insiders believe that although coal demand and prices are easy to rise and difficult to fall due to many factors outside China, under the strong policy, China’s coal price will still be “stable”.
As for the coal sector, Cinda Securities pointed out that the recent overseas situation has been turbulent, energy prices have been soaring, and the upside down of imported coal prices has led to China’s high coal prices. The downward trend of imported coal is expected to be difficult to improve significantly in the short term. At the same time, China’s security problems are more prominent from January to February. After the release of coal production reached last year’s peak level in the short term, the policy of nuclear production has been significantly improved, However, there is still a certain lag, and the space for substantial growth is limited. In particular, the market share of coal is tight due to the full guarantee of coal for electricity, and the short-term price will still be at a high level. At present, the performance of Qinhuangdao port and high coal price coal enterprises in the first quarter is expected to increase significantly, and the annual profit of the industry is highly uncertain. At present, the overall valuation level of the industry is still in a relatively low position, which is optimistic about the improvement of the long-term valuation Center, the undervalued value is high, and the allocation advantage of the dividend industry is obvious.
china prefabricated vegetable industry alliance was officially established the organization said that the industry was in the blue ocean stage (with shares)
According to media reports, on April 16, it was jointly guided by the agricultural trade promotion center of the Ministry of agriculture and rural areas, the Shenzhen Agricultural Products Group Co.Ltd(000061) quality safety center of the Ministry of agriculture and rural areas and the China Green Food Development Center, with the support of more than 10 provincial agricultural and rural authorities and municipal governments Several national scientific research and economic research institutions acted as the first national public welfare self-discipline organization of the prefabricated vegetable industry of the expert committee of the Research Institute – China prefabricated vegetable industry alliance was officially established.
Song juguo, deputy director of the agricultural trade promotion center of the Ministry of agriculture and rural areas, said that the establishment of China’s Prefabricated vegetable industry alliance is a positive response to the urgent demands of the current development of the prefabricated vegetable industry. It provides an organizational guarantee for better promoting the high-quality development of the prefabricated vegetable industry, realizing the prefabricated vegetable and helping to promote the integrated development of rural primary, secondary and tertiary industries.
Dongguan Securities said that China’s Prefabricated vegetable market grew rapidly. China’s fast food market has entered a double-digit growth in recent years. 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. The competition pattern of China’s Prefabricated vegetable industry is relatively scattered, and the concentration has great room to improve. 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 further analyzed 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.
Huaxin Securities pointed out that prefabricated dishes are dishes that can be directly cooked or eaten with agricultural, livestock, poultry and aquatic products as raw materials, supplemented with various auxiliary materials or food additives, and processed through processes such as cutting, stirring, pickling, rolling, forming and seasoning. They are characterized by convenience and efficiency. At present, the prefabricated vegetable industry is in the blue ocean stage, and the BC end has ushered in development opportunities and broad development space. The industry is rated as “overweight”. It is suggested to focus on Fu Jian Anjoy Foods Co.Ltd(603345) , Suzhou Weizhixiang Food Co.Ltd(605089) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) , Zhanjiang Guolian Aquatic Products Co.Ltd(300094) and Sanquan Food Co.Ltd(002216) .
auto industry is expected to accelerate the resumption of work and production auto parts usher in the opportunity of re layout
After the Shanghai Economic and Information Technology Commission released the guidelines for the prevention and control of the epidemic situation of industrial enterprises returning to work on April 16, Saic Motor Corporation Limited(600104) said it would start the stress test of returning to work on April 18. Tesla‘s super factory in Shanghai Lingang Holdings Co.Ltd(600848) and Contemporary Amperex Technology Co.Limited(300750) Shanghai Lingang Holdings Co.Ltd(600848) base will also actively fight the epidemic and arrange various work according to the requirements of the government.
In addition, Jilin Province made every effort to promote the synchronous resumption of work and production of 47 core supporting enterprises of Hongqi brand. On April 15, 160 Hongqi brands were successfully offline in a single day. Other main engine plants have made preparations for resumption of work in advance and will resume production in batches and in an orderly manner.
Huachuang Securities pointed out that, boosted by the expectation of resumption of work and production in Shanghai, the auto parts sector rose on Friday, April 15, and the market attention rebounded. At the valuation level, the underlying share price of most auto parts fell back to the level before the rise in the fourth quarter of last year, and the sector index fell by about 30%. At present, the average pettm is 22 times, which is located in the historical center, and the dynamic view is about 18 times in 22 years. Combined with the growth expectation in the second half of the year, it is attractive.
The agency is optimistic about the opportunities for the rearrangement of auto parts in the second quarter. The high growth rate of the sector in the second half of the year is expected to remain unchanged. The expectations for the increase in volume and price of Chinese auto parts due to the improvement of global competitive advantage in the medium and long term remain unchanged. Short term raw materials and the impact of the epidemic will bring opportunities for undervalued allocation. At present, it recommends Ningbo Tuopu Group Co.Ltd(601689) (Tesla, new products will be launched in 2022), Lizhong Sitong Light Alloys Group Co.Ltd(300428) (integrated die casting) Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) (FAW Volkswagen, intelligent cockpit); It is suggested to pay attention to Ningbo Jifeng Auto Parts Co.Ltd(603997) (FAW Volkswagen BMW, seat assembly), Suzhou Sonavox Electronics Co.Ltd(688533) (Volkswagen, acoustic system), etc.
position adjustment path emerges star fund managers conduct intensive research and seek opportunities
In addition to the position adjustment disclosed in the first quarterly report of the fund, since April, star fund managers have also been conducting intensive research to find investment opportunities. These research paths also reveal their current focus. Taking Aecc Aero-Engine Control Co.Ltd(000738) as an example, on April 11, its teleconference attracted more than 120 participants, including Deng Xiaofeng, chief investment officer of Gaoyi assets, Zhu Shaoxing, deputy general manager of Wells Fargo fund, Hongliu, managing director of Harvest Fund and other 10 billion fund managers. It is worth noting that Aecc Aero-Engine Control Co.Ltd(000738) is also Deng Xiaofeng’s heavy position stock.
For individual targets, some fund companies are collectively dispatched for research. On April 14, star fund managers such as Yang Jinjin of BOCOM Schroder fund, Bo Guanhui of Yinhua Fund and Bao Wuwu of Jingshun Great Wall Fund investigated Beijing Baolande Software Corporation(688058) ; Similarly, from April 11 to April 15, famous fund managers such as Tang Xiaobin of GF fund, Sun Bin of Wells Fargo fund and Li Jin of Jingshun Great Wall Fund investigated Sf Diamond Co.Ltd(300179) . The market value of the above two companies is less than 6 billion yuan.
From the overall survey, star fund managers prefer small and medium-sized companies with strong growth, and some listed companies are already heavy positions of some fund managers. According to the survey summary, institutions generally pay more attention to the latest operation of listed companies, and put forward more detailed questions for the company’s dynamics, including the specific situation of the company’s customers and whether the follow-up development plan can be completed.
In the view of insiders, at the current time point, star fund managers intensively participate in the research of listed companies, which to some extent reflects their greater attention to the market. After this round of adjustment, many stocks have indeed fallen out of the price performance ratio, and fund managers are strengthening research and looking for investment opportunities.
