Today (April 19), A-Shares rose and fell, led by the gem index. On the disk, in terms of industries, chemical fertilizer, mining, pesticide and veterinary medicine, agriculture, animal husbandry, feeding and fishing, oil, gas, steel, power supply equipment and other industries led the increase; Semiconductor, medical devices, auto parts, commercial department stores, cement and building materials, insurance, logistics and other industries led the decline. In terms of subject stocks, glyphosate, transgenic, aquaculture, chicken concept, pork concept, phosphorus chemical industry, chemical raw materials, etc. led the increase; Automobile chips, underground pipe network, covid-19 detection, gallium nitride, lidar, etc. led the decline.
food and beverage stocks have an active trend Sanquan Food Co.Ltd(002216) daily limit Anji Foodstuff Co.Ltd(603696) triple board
The 19 day intraday shock in the 19 day intraday period in which food and Beverage Beverage stocks are the 19th day of the 19th day of the 19th day of the 19th day of the 19th day of the 19th day of the 19th day of the food and beverage beverage. The 19 day intraday of the 19 day intraday of the 19 day intraday of the 19 day of the 19th day of the 19th day of the 19 day of the day of the 19 day of the 19 day of the day of the 19 day of the 19 day of the day of the food and beverage beverage, which is higher in a concuconcuconcuconcuconcuconcuconcuhigher. As of the press, the Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) 216 and others rose.
It is worth noting that Anji Foodstuff Co.Ltd(603696) has been trading for three consecutive trading days. The company announced yesterday that after verification, no media reports or market rumors that may have a significant impact on the company’s stock trading price were found. Except for the information disclosed by the company, there is no material information that should be disclosed but not disclosed. The company’s main business has not changed. The company reminds investors to pay attention to the transaction risks in the secondary market and invest rationally.
Sanquan Food Co.Ltd(002216) yesterday released the annual report of 2021. During the reporting period, the company achieved an operating revenue of 6.943 billion yuan, a year-on-year increase of 0.25%; The net profit attributable to shareholders of listed companies was 641 million yuan, a year-on-year decrease of 16.55%; The company plans to distribute a cash dividend of 2 yuan (including tax) to all shareholders for every 10 shares. It is worth noting that in the fourth quarter of 2021, the company achieved an operating revenue of 1.864 billion yuan, a year-on-year increase of 8.24%; Deducting non net profit of 241 million yuan, a year-on-year increase of 39.02%, a month on month increase of more than 300%, and the performance improved significantly.
The company said that in 2021, under the influence of overcoming the high base formed by the epidemic last year and the weak market in the second and third quarters, the company achieved a year-on-year increase of 8.24% in operating revenue in the fourth quarter and 39.02% in net profit attributable to shareholders of listed companies through continuous stock product and channel structure adjustment, product innovation and efficiency potential tapping, Next year, with the gradual release of the company’s new channel layout and new product reserves, the business trend will be better.
Minsheng Securities pointed out that the current valuation of the company is 31 times lower than the overall valuation level of the frozen food sector in 22 years. The company is a leading company in the frozen industry. In 2022, it will focus on the development of new categories and the layout of new channels, with good medium and long-term growth.
For the sector as a whole, Citic Securities Company Limited(600030) pointed out that due to the rebound of the epidemic in some regions, rising costs, weak demand and other negative factors, the valuation of the food and beverage industry has dropped to a reasonable range, and some sub circuits are in the position of low valuation. We are optimistic about the release of China’s consumption power for a long time. After three years of complex business environment, the competitiveness and leading position of food leaders have been further consolidated and the long-term certainty has been improved. The profit turning point of dairy products has reached, and Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Mengniu Dairy are recommended; Beer pays attention to the controllable time point of the epidemic (whether it affects the sales in the peak season), and comprehensively considers the high-end profit elasticity, cashing speed and valuation opportunity layout; The valuation of condiments is reasonably high, and the fundamentals are improved, but it is difficult to exceed expectations. Pay attention to objects with defense value, Chacha Food Company Limited(002557) , Chongqing Fuling Zhacai Group Co.Ltd(002507) ; Pay attention to possible oversold layout opportunities, such as Juewei Food Co.Ltd(603517) , Fu Jian Anjoy Foods Co.Ltd(603345) , Angel Yeast Co.Ltd(600298) , Eastroc Beverage (Group) Co.Ltd(605499) , Toly Bread Co.Ltd(603866) , Shanghai Milkground Food Tech Co.Ltd(600882) .
Better Life Commercial Chain Share Co.Ltd(002251) limit rise staged “Earth Sky board” plans to reduce all shares repurchased last year
In the afternoon of April 19, Better Life Commercial Chain Share Co.Ltd(002251) raised the limit and staged the “Earth Sky board”, which once blocked the limit in the morning Better Life Commercial Chain Share Co.Ltd(002251) yesterday, after the “earth and sky board” was staged, it dived at the end of the day, closing down 6.6%. Yesterday, Better Life Commercial Chain Share Co.Ltd(002251) announced that the board of directors of the company agreed to reduce the shares repurchased by the company (for the purpose of 125785 million shares necessary to maintain the company’s value and shareholders’ rights and interests), and the proportion of the proposed reduction in the total share capital was 1.456%, which can be reduced only after May 13, 2022.
Better Life Commercial Chain Share Co.Ltd(002251) this reduction of shares is the shares repurchased one year ago. According to the announcement, on February 8, 2021, Better Life Commercial Chain Share Co.Ltd(002251) convened the board of directors, deliberated and approved the proposal on repurchase of shares of the company, and planned to use its own funds to repurchase shares of the company through centralized bidding. The total amount of funds for repurchase shall not exceed RMB 200 million (inclusive) and not be less than RMB 100 million (inclusive), and the repurchase price shall not exceed RMB 12.19/share. On May 7, 2021, the share repurchase plan was completed. 12578488 shares of the company were repurchased accumulatively, accounting for 1.4560% of the total share capital of the company.
Better Life Commercial Chain Share Co.Ltd(002251) the management believes that the reduction of the company’s repurchased shares will not have a significant impact on the company’s operation, finance and future development, and is conducive to supplementing the working capital used for the company’s various businesses.
chicken industry is strong Shandong Xiantan Co.Ltd(002746) erlianban purchase of 2479 RMB million by two institutions
On April 19, Shandong Xiantan Co.Ltd(002746) rose the limit for the second consecutive day. After hours data showed that Shandong Xiantan Co.Ltd(002746) was purchased by Huatai Securities Co.Ltd(601688) Zhejiang branch for 27.86 million yuan and the two institutions for 24.79 million yuan.
Recently, Shandong Xiantan Co.Ltd(002746) released the operating data. In March 2022, the company realized the sales revenue of chicken products of 3447767 million yuan and the sales volume of 40000 tons, with year-on-year changes of 56.92% and 68.22% respectively, and month on month changes of 122.03% and 118.26% respectively.
Recently, the chicken sector has performed strongly. On the news, according to the news of China Central Television, the avian influenza epidemic in the United States continues to deteriorate. In addition, two poultry farms in Hokkaido, Japan, had a highly pathogenic avian influenza epidemic, and the local government decided to cull more than 500000 chickens and hundreds of EMUs.
Sinolink Securities Co.Ltd(600109) research report pointed out that China may ban the import of poultry products from the United States to protect China’s biosafety. Due to the improvement of industry prosperity caused by the expectation of Customs closure, the outlook of white feather chicken industry chain rebounded last week, and the prices of related products increased significantly.
Beijing released the “14th five year plan” for urban management and development electric vehicle charging piles will reach 70 million (with shares)
According to the economic information daily, recently, Beijing officially issued the “Beijing urban management and development plan during the 14th five year plan” to further modernize the governance system and governance capacity of the capital’s mega cities. Among them, the supply of municipal public services will be strengthened to solve the livelihood issues highlighted by the masses, such as “charging difficulty”. Chai Wenzhong, a first-class inspector of the Beijing Municipal Urban Management Committee, introduced that during the 14th Five Year Plan period, Beijing will study and formulate opinions on the construction and management of electric vehicle charging facilities in residential areas, support and encourage the electrification of charging facilities into the reconstruction project of old residential areas, and promote the “full installation” of electric vehicle charging facilities in residential areas. By the end of the 14th five year plan, there will be 700000 electric vehicle charging piles in Beijing. The average service radius of public charging facilities in plain areas is less than 3km and the core area is less than 0.9km, so as to alleviate citizens’ charging anxiety.
Dongguan Securities pointed out that the penetration rate of new energy vehicles continued to rise, driving the development of charging pile industry. Since the second half of 2020, China Shanxi Guoxin Energy Corporation Limited(600617) automobile market has maintained rapid growth. It is estimated that the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles is expected to exceed 5 million by the middle of 2022 and close to 10 million by 2025. With the rapid development of electric vehicle market and the rapid growth of ownership in recent years, the demand for electric vehicle charging is increasing. By the end of 2021, there were 7.84 million Shanxi Guoxin Energy Corporation Limited(600617) cars and 2.617 million charging piles in the whole with a ratio of 3:1. There is still a big gap. Improving the construction of charging infrastructure will help alleviate consumers’ mileage anxiety about new energy vehicles and support the expansion of new energy vehicle consumption. Electric vehicle charging is considered to be the “last mile” of electric vehicle promotion, which is very important for the promotion and development of electric vehicles.
The agency believes that the market scale of charging pile will exceed 100 billion yuan. In terms of supporting demand, in recent years, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in China has increased rapidly, and the charging demand of electric vehicles has increased significantly. The development momentum of new energy vehicles is fierce, and the penetration rate will continue to rise in the future. In order to better support the promotion of new energy vehicles, it is urgent to speed up the construction of supporting infrastructure such as charging piles and power stations. From the perspective of policy driven, the state will set the tone of “steady growth” in 2022. As a series of “new infrastructure”, the investment and construction of charging piles and replacement power stations is expected to become one of the key areas of infrastructure to promote growth in 2022. With policy support, the charging pile industry chain is expected to usher in a new outlet. Equipment manufacturers will benefit from the expansion of charging pile construction scale. It is recommended to pay attention to the core equipment suppliers of charging pile: Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Shenzhen Kstar Science & Technology Co.Ltd(002518) , Shenzhen Sinexcel Electric Co.Ltd(300693) ; Focus on the targets benefiting from the promotion of new energy vehicle power exchange mode: Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shandong Weida Machinery Co.Ltd(002026) ; The rapid growth of new energy vehicle ownership releases huge charging demand. Charging operators will benefit from the profit improvement brought by the improvement of charging pile utilization, and pay attention to the operation leader Qingdao Tgood Electric Co.Ltd(300001) .
Contemporary Amperex Technology Co.Limited(300750) power exchange service officially started equipment supplier or priority beneficiary
On April 18, Contemporary Amperex Technology Co.Limited(300750) announced that evogo power exchange service was officially launched in Xiamen. The first batch of four quick change stations to start service are distributed in Siming District, Huli district and Haicang District of Xiamen. It is expected that the construction of 30 quick change stations will be completed in Xiamen by the end of this year. At present, the minimum preferential monthly rent of chocolate power exchange block is 399 yuan / piece, and the rent price will be dynamically adjusted according to different use conditions of users. The service price of quick change station is equivalent to that of quick charging, and will be dynamically adjusted according to station location, time period and other factors.
Soochow Securities Co.Ltd(601555) pointed out that the power exchange mode reduces the resource consumption at the social level and gradually gets the attention of the policy: for users, the advantages of the power exchange mode are mainly: (1) saving time and cost and reducing the waiting time for energy supplement; (2) Save the battery purchase cost and allocate it to the subsequent battery leasing to reduce the operation threshold. From a social perspective, the power exchange mode can give greater play to the value of each battery and reduce the consumption of battery resources. In the context of high cost of raw materials for power batteries and China’s dependence on imports for 70% of lithium and more than 80% of nickel and cobalt, the power exchange mode is an effective way to solve the high cost of raw materials, which has been paid attention to by the state and policies.
At present, the replacement of electric vehicles is mainly concentrated in commercial vehicles and medium and high-end passenger vehicles. From the perspective of the sales volume and penetration rate of electric vehicles, (1) commercial vehicles: the sales volume of electric vehicles has increased rapidly since the second quarter of 2021, and the penetration rate of electric vehicles has shown a rapid upward trend. In the fourth quarter of 2021, the sales volume of electric vehicles was 1417, with a penetration rate of 2.82%. (2) Passenger cars: the absolute value of the sales volume of electric vehicles has increased rapidly since the fourth quarter of 2020, and the sales volume of electric passenger cars exceeded 30000 in the fourth quarter of 2021, a record high. In the first quarter of 2021, the penetration rate of replacing passenger cars with electric vehicles increased to 4.58%. The slight decline in the penetration rate of replacing passenger cars from the second quarter to the fourth quarter of 2021 was due to the significant increase in the sales volume of rechargeable passenger cars. Among relevant concept stocks, Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shanghai jiuhang (unlisted), bertan Technology (unlisted), and Inventronics (Hangzhou) Inc(300582) , are recommended to focus on Bozhon Precision Industry Technology Co.Ltd(688097) , Gcl Energy Technology Co.Ltd(002015) , Shandong Weida Machinery Co.Ltd(002026) , Csg Smart Science&Technology Co.Ltd(300222) , Shanghai jiuhang (unlisted), bertan Technology (unlisted).
