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At Risesun Real Estate Development Co.Ltd(002146) one word limit
Risesun Real Estate Development Co.Ltd(002146) ( Risesun Real Estate Development Co.Ltd(002146) ) on the 19th, the price limit fell by one word. Previously, the stock opened a wave of strong rising market, with a cumulative rise of more than 49% from March 16 to April 6. In terms of news, on April 18, Risesun Real Estate Development Co.Ltd(002146) released the revised announcement of 2021 annual performance forecast. It is latest estimated that the net profit attributable to the shareholders of the listed company in 2021 will be a loss of 4.5-6 billion yuan; Previously, the net profit attributable to the shareholders of the listed company was expected to be 100 million yuan to 150 million yuan.
As for the reasons for the increase in performance forecast, Risesun Real Estate Development Co.Ltd(002146) pointed out that when the company made the performance forecast at the beginning of 2022, it mainly calculated the net realizable value according to the future market reference price of each project and made provision for the falling price of inventory according to the trend of the real estate market where the project was located at that time and the situation that the epidemic situation in the project location tended to be stable.
With the development of the market situation and epidemic prevention situation, the company made prudent judgment on some accounting estimates according to the changes of objective conditions. After full communication with the accounting firm, the company revised the performance forecast for the following reasons: 1. Since February 2022, although the house purchase policies in various places have been relaxed, consumers’ willingness to buy houses has continued to decline, and the sales volume has decreased significantly, The overall downward trend of the real estate market continued. 2. Since February 2022, covid-19 epidemic in China has further spread, and the prevention and control situation of covid-19 epidemic in many places has intensified, especially in the market around Beijing and Hebei market. The sales environment of the company’s projects has been seriously affected.
Out of prudence, after full communication with the accounting firm, the company reassessed the expected sales price and its impact on inventory, and made a supplementary provision for inventory falling price at the end of 2021. The revised data is the result of the preliminary calculation of the company’s financial department. The final amount of depreciation will be determined after the audit by the audit institution hired by the company.
“Yinmao” China Merchants Bank suddenly changed its head 2 day market value evaporated more than 100 billion yuan 23456
In early trading on April 19, China Merchants Bank Co.Ltd(600036) fell again. Yesterday, China Merchants Bank Co.Ltd(600036) plummeted by 7.35%, with a full day turnover of 10.3 billion yuan. So far, China Merchants Bank Co.Ltd(600036) has fallen by more than 10% in two trading days this week, with an evaporated market value of more than 100 billion yuan.
According to the news, on April 18, China Merchants Bank Co.Ltd(600036) announced that the board of directors of the company agreed to remove Tian Huiyu from the post of president and director; Wang Liang, the executive director and the executive secretary of the board of directors, presides over the work of the latter.
China Merchants Bank Co.Ltd(600036) has always been regarded as the king of retail banks in China China Merchants Bank Co.Ltd(600036) 2021 annual report shows that the bank’s retail customer base exceeded 170 million, and the balance of total assets of retail managed customers (AUM) exceeded 10.76 trillion yuan.
chemical fertilizer and pesticide sectors rose strongly Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) , Shenzhen Batian Ecotypic Engineering Co.Ltd(002170) and other multi stock trading limits
Pesticide and chemical fertilizer sectors rose in intraday trading on the 19th. As of press time, in the chemical fertilizer sector, Shenzhen Batian Ecotypic Engineering Co.Ltd(002170) , Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) limit, Hubei Forbon Technology Co.Ltd(300387) , Sichuan Hongda Co.Ltd(600331) , Anhui Sierte Fertilizer Industry Ltd.Company(002538) and other sectors rose ahead; In the pesticide sector, Limin Group Co.Ltd(002734) , Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) , Jiangsu Fengshan Group Co.Ltd(603810) , Jiangsu Lanfeng Bio-Chemical Co.Ltd(002513) , Zhejiang Qianjiang Biochemical Co.Ltd(600796) , etc. rose by the limit.
On April 18, Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) disclosed the annual report of 2021. During the reporting period, the company realized the main business income of 6.484 billion yuan, an increase of 26.6% year-on-year; The net profit attributable to the shareholders of the listed company was 816 million yuan, a year-on-year increase of 143.76%. The company is mainly engaged in the R & D, production and sales of pesticide products dominated by herbicides and pesticides, chemical products dominated by special chemicals, chemical intermediates, chlor alkali and new materials, as well as cogeneration steam and other products.
In terms of industry, the data show that as of April 15, the spot prices of monoammonium phosphate and diammonium phosphate were 3625 yuan / ton and 3640 yuan / ton respectively. On the supply side, the monoammonium and diammonium units in some areas are shut down for maintenance, and the production enterprises mainly complete the early orders. Enterprises in some areas suspend quotation and order receiving, and the industrial inventory is low. At present, the epidemic situation in many places in China is repeated, the logistics is blocked, and the spot circulation in the market is relatively tight. On the demand side, the fertilizer for spring ploughing in some areas is coming to an end, and downstream manufacturers are mainly just in need of procurement. In addition, due to the influence of logistics and high prices, there is a strong wait-and-see atmosphere in the market. In terms of raw materials, the prices of sulfur, synthetic ammonia and phosphate rock are still high, which has a strong support for the high price of ammonium phosphate. Overseas, according to the data of Baichuan Yingfu, as of April 15, the FOB bulk price of 55% particles of monoammonium phosphate in Morocco was US $1266.5/ton, and the FOB bulk price of diammonium phosphate in Morocco was US $1237 / ton. Wanlian Securities said that it is expected that the price of phosphate fertilizer at home and abroad will continue to remain high in the short term, and it is suggested to pay attention to relevant leading enterprises.
Last week, the price of glyphosate increased rapidly. According to the data of Baichuan Yingfu, as of April 15, some manufacturers of 95% glyphosate raw powder quoted 220000 yuan / ton, the mainstream transaction reference was raised to 19 Shenzhen Cereals Holdings Co.Ltd(000019) 5000 yuan / ton, the individual high-end transaction price was 2 China Vanke Co.Ltd(000002) 05000 yuan / ton, and the port fob272 Beijing Sanfo Outdoor Products Co.Ltd(002780) 0 dollars / ton. In the Chinese market, the mainstream manufacturers are operating well, with sufficient orders from enterprises. Most of the orders on hand have been arranged until May June 2022. The spot circulation of glyphosate in the market is tight, and the inventory begins to decline slightly. Overseas, the follow-up will gradually enter the peak season of overseas drugs, but due to the impact of the epidemic and other factors, the current international logistics efficiency is low. In order to ensure the timely arrival of goods, the order cycle of overseas purchasers is advanced. Wanlian Securities said that in the short term, with the support of the demand side, there is still room for the price of glyphosate to rise. It is suggested to pay attention to relevant leading enterprises.
agricultural sector strengthened again pork and chicken stocks performed brilliantly Shandong Xiantan Co.Ltd(002746) two board
The agricultural sector strengthened again on the 19th. In terms of pork stocks, Shenzhen Kingsino Technology Co.Ltd(002548) limit, Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) , Zhejiang Huatong Meat Products Co.Ltd(002840) , Muyuan Foods Co.Ltd(002714) and other gains were higher; In terms of chicken stocks, Shandong Xiantan Co.Ltd(002746) rose the limit for two consecutive days, Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) , Shandong Minhe Animal Husbandry Co.Ltd(002234) and other outstanding performances; In terms of seed stocks, Zhongnongfa Seed Industry Group Co.Ltd(600313) , Wanxiang Doneed Co.Ltd(600371) , Hefei Fengle Seed Co.Ltd(000713) and other stocks rose ahead; Aquatic stocks, Joyvio Food Co.Ltd(300268) limit, Cnfc Overseas Fisheries Co.Ltd(000798) , Shanghai Kaichuang Marine International Co.Ltd(600097) and other outstanding performance.
For the breeding industry chain, in terms of pigs, according to Yongyi information data, the price of pigs was 12.48 yuan / kg on April 15, up 2.46% on a weekly basis, and the price of pigs increased slightly. The price of piglets rose sharply, and the mood of making up hurdles warmed up. Last week, the market price of 15kg piglets was 444 yuan / head, up 8.0% on a weekly basis; According to Zhuo Chuang information, the average selling price of Sanyuan piglets outside 7kg was 313.15 yuan / head, an increase of 9.09% month on month. A number of listed breeding enterprises released the pig sales briefing in March. The pig sales volume of 11 listed breeding enterprises in March was 5.4601 million, with a significant increase of 46.73% month on month. The marketing growth rate was differentiated, but the marketing volume generally maintained an upward trend. In the first quarter of 2022, a total of 145055 million were listed, with a year-on-year increase of 38.08%. The collection and storage of the fourth batch of frozen pork in the central reserve traded 40000 tons of frozen pork in the afternoon of April 14. In addition, Sichuan, Gansu, Jiangxi and other places have also started the collection and storage of pork, which will form a joint force with the state to “support the market” and boost market confidence.
East Asia Qianhai Securities pointed out that the stock of fertile sows began to decline in June 2021. Since it takes about 10 months from the stock of fertile sows to the supply of pigs, the distribution of pigs is still at the peak from March to May this year, resulting in excess supply of pigs. China’s epidemic control has controlled the pork consumption under catering and tourism. The demand side is depressed, and the pressure of superimposed feed costs and operating costs is increasing. Persistent losses have put pressure on the cash flow of enterprises, and the deregulation of production capacity is expected to accelerate. Pork collection and storage is difficult to change the fundamentals of pig supply and demand. In the short term, pig prices are still at the bottom stage of shock. It is suggested to grasp the left layout opportunity and pay attention to enterprises with stable operation and significant cost control advantages.
For the planting industry chain, recently, the general office of the Ministry of agriculture and rural areas issued the “National Crop Germplasm Resource Bank (in) management specification”, which was implemented from April 11, aiming to lay a good foundation for the collection, protection, identification, evaluation and sharing of germplasm resources. On April 13, the Ministry of agriculture and rural areas announced the identification results of National Seed Production Counties and regional breeding bases. The number of national seed production bases has increased to 216, and the seed supply guarantee capacity will be increased to 80% at the end of the 14th five year plan. East Asia Qianhai Securities said the move would open up greater market space for leading seed enterprises. The strong cold wave in April in Europe caused many places to break the low temperature record, which had a great impact on agricultural production. The food supply may be impacted again, superimposed with the impact of the conflict between Russia and Ukraine, and the international food prices may continue to rise. China’s food prices are expected to continue to operate at a high level, and the seed industry will maintain a high boom. It is suggested to pay attention to the leading seed enterprises with core biological breeding technology and strong R & D strength.
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).
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) .
