Today (January 11), after the Shanghai and Shenzhen stock markets opened low, the stock index rose at the beginning of the session and fell back. The stock index continued to adjust. The gem showed six consecutive falls, and the Shanghai index also fell. On the disk, in terms of industries, traditional Chinese medicine, logistics, banking, chemical fiber and other industries led the increase, while energy metals, aerospace, batteries, agriculture, animal husbandry, feeding and fishing, software development and other industries led the decline. In terms of subject stocks, assisted reproduction, in vitro diagnosis, hair medicine, phosphorus chemical industry, Helicobacter pylori and traditional Chinese medicine concepts led the rise, while virtual digital people, digital currency and prefabricated vegetable concepts led the decline.
covid-19 detection concept continues to be strong, and the daily limit of Asahi biological four link board Andon Health Co.Ltd(002432) is
Covid-19 detection concept continued to be strong on the 11th, with several stocks trading at “20cm”. As of press time, Jiangsu Skyray Instrument Co.Ltd(300165) , Asahi biology, Shenzhen Yhlo Biotech Co.Ltd(688575) , Chemclin Diagnostics Co.Ltd(688468) and other “20cm”, Hangzhou Alltest Biotech Co.Ltd(688606) rose by more than 19%, Beijing Leadman Biochemistry Co.Ltd(300289) , Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Guangdong Hybribio Biotech Co.Ltd(300639) , Beijing Hotgen Biotech Co.Ltd(688068) rose by more than 10%, Changzhou Qianhong Biopharma Co.Ltd(002550) , Thalys Medical Technology Group Corporation(603716) , Andon Health Co.Ltd(002432) , Shanghai Kehua Bio-Engineering Co.Ltd(002022) and other limits. It is worth noting that Asahi biology has increased the limit for four consecutive trading days, Beijing Hotgen Biotech Co.Ltd(688068) has increased by about 66% in recent five trading days, and Hangzhou Alltest Biotech Co.Ltd(688606) has increased by nearly 60% in recent three trading days.
On the news side, for Omicron mutant virus, Tianjin listed company – Andon Health Co.Ltd(002432) has detection reagents. On January 5, 2022, the company received the test performance test report of ihealth covid-19 antigen home self-test OTC kit for Omicron mutant virus. The report showed that the OTC kit detected 100% of Omicron active virus samples with a maximum CT value of 21.59 (n = 5).
Meanwhile, in the investor relations activity record disclosed on January 10, the company asked whether the company had made preparations for the “deltacron” strain, Andon Health Co.Ltd(002432) said that the company was paying close attention to the mutant strain and would carry out bioinformatics comparison as soon as possible, Start the recombinant N protein test in real time and carry out the test performance experiment after obtaining the mutant strain.
Relevant people pointed out that the family self-test kit, commonly known as covid-19 self-test (antigen reagent). At present, in screening covid-19 infected persons, China adopts nucleic acid testing, while overseas countries such as Europe and the United States are using covid-19 self-test in large quantities. If the self-test suggestion of Andon Health Co.Ltd(002432) can be adopted, it will mean that there will be important changes in the way of screening covid-19 infected people in China.
the concept of phosphorus chemical industry rose strongly Yunnan Yuntianhua Co.Ltd(600096) the limit increased, and the net profit increased by more than 10 times last year
Phosphorus chemical concept rose on the 11th. As of press time, Henan Qingshuiyuan Technology Co.Ltd(300437) rose by more than 17%, and the intraday “20cm” limit was once set; Yunnan Yuntianhua Co.Ltd(600096) limit, Hubei Yihua Chemical Industry Co.Ltd(000422) , Chengdu Wintrue Holding Co.Ltd(002539) , Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) , Hubei Xingfa Chemicals Group Co.Ltd(600141) and other increases were higher.
On the news side, recently, a number of chemical companies successively disclosed that their performance increased significantly last year. Yunnan Yuntianhua Co.Ltd(600096) it is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be 3.5 billion yuan to 3.7 billion yuan, an increase of 3227963900 yuan to 3427963900 yuan compared with the same period of last year, an increase of 1186.59% to 1260.11%.
The company said that in recent years, countries all over the world have paid more attention to food security, the agricultural planting area has increased, and the demand for chemical fertilizer has increased. With China’s supply side reform, the international new production capacity is limited, and the scene of the chemical fertilizer market has increased. At the same time, with the recovery of China’s economy, the market prices of chemical products of polyoxymethylene, yellow phosphorus and calcium feed companies have increased.
During the reporting period, the company continued to deepen reform, further achieved results and significantly improved its overall operation efficiency. The company effectively gives full play to the advantages of the whole industrial chain integration of high self-sufficiency of bulk raw materials such as phosphate rock, phosphoric acid and synthetic ammonia, strengthens production management, realizes high load operation of main chemical plants, better controls the unit energy consumption and material consumption of products, gives full play to the advantages of centralized procurement platform, and accurately controls the procurement rhythm of bulk raw materials such as sulfur and coal, It has effectively alleviated the impact of the rise in the price of bulk raw materials, and the competitive advantage of product cost has been continuously enhanced. The company coordinates the international and Chinese markets, realizes the efficient linkage of production, logistics and sales, and ensures the effective sales of products. The company strengthened fund management and overall planning, improved fund use efficiency, continuously reduced the scale of interest bearing liabilities and comprehensive financing costs, and further reduced financial expenses and asset negative ratio. The transformation and upgrading achievements of the company to non fertilizer businesses such as fine phosphorus chemical industry and fluorine chemical industry have gradually emerged. During the reporting period, the operating performance of the company’s joint-stock companies improved and the investment income increased.
the logistics sector rose Yto Express Group Co.Ltd(600233) and the net profit is expected to exceed 2 billion yuan in 2021
On January 11, the logistics sector strengthened, Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , Yto Express Group Co.Ltd(600233) rose by the limit, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Yunda Holding Co.Ltd(002120) , Jiangsu Feiliks International Logistics Inc(300240) , Sto Express Co.Ltd(002468) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) followed.
On the news side, Yto Express Group Co.Ltd(600233) disclosed the performance forecast last night. The company expects to realize a net profit of RMB 2 billion to RMB 2.2 billion attributable to shareholders of Listed Companies in 2021, with a year-on-year increase of 13.2% to 24.52%. Among them, in the fourth quarter of 2021, the net profit attributable to the shareholders of the listed company is expected to reach 1.046 billion yuan to 1.246 billion yuan, with a year-on-year increase of 174.68% to 227.2%.
For the reasons for the pre increase in performance, Yto Express Group Co.Ltd(600233) said that in 2021, relevant departments and some local governments successively issued a series of regulatory policies and guidelines for the express industry to regulate irrational competition and promote the sustainable and healthy development of the industry. The express industry has also generally responded positively to the call of various regulatory policies and guidance. Since September 1, 2021, companies in the express industry have generally increased their dispatch fees, effectively improved the delivery remuneration of salesmen and protected the rights and interests of salesmen. Meanwhile, with the arrival of the “double 11” and other peak seasons in the fourth quarter of 2021, in order to ensure the smooth operation of the franchise network and improve the service quality and customer experience, the service unit price of the express industry has increased, the price competition situation has slowed down significantly, and gradually changed from price driven to value driven, and the industry price has continued to return to a reasonable level.
Zheshang Securities Co.Ltd(601878) pointed out that the value repair of e-commerce express is about to enter the most essential profit repair stage, which is expected to bring high flexibility. In the short term, the absolute range is still after the price increase. In 2022, after the pricing power returns to the leader again, we still remain optimistic about the industry price.
Sinolink Securities Co.Ltd(600109) believes that China’s express business volume has reached 100 billion pieces in 2021, and it is expected that the number of pieces in the industry will still maintain a high growth rate in 2022. Galaxy Securities said that under the new competition pattern, it will continue to grasp the performance of the first-line express delivery company and repair the inflection point, and the share price of the first-line express company may have further upward potential in the short term.
bank stocks rose collectively Industrial Bank Co.Ltd(601166) led by a sharp increase in net profit of 24% last year
Boosted by the “beautiful” performance, bank stocks rose collectively on the 11th. As of press time, China Industrial Securities Co.Ltd(601377) rose nearly 4%, and Bank Of Jiangsu Co.Ltd(600919) , Bank Of Hangzhou Co.Ltd(600926) , Bank Of Chengdu Co.Ltd(601838) , Bank Of Nanjing Co.Ltd(601009) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Suning bank, Ping An Bank Co.Ltd(000001) all strengthened.
In terms of news, on the 10th, Industrial Bank Co.Ltd(601166) released the 2021 performance express. Last year, the company realized a total profit of 95.310 billion yuan, a year-on-year increase of 24.37%; The net profit attributable to the shareholders of the parent company was 82.68 billion yuan, a year-on-year increase of 24.1%, a nine-year high.
China Merchants Securities Co.Ltd(600999) pointed out that the current valuation of Industrial Bank Co.Ltd(601166) is low, the bad assets are basically cleared, the degree of marketization is high, the strategy of three-tier banks is clear, and the future development is promising. In view of Industrial Bank Co.Ltd(601166) ‘s high profit growth and continuous improvement of asset quality, it is given a target valuation of twice the 22-year Pb, corresponding to the target price of 28.5 yuan / share.
China International Capital Corporation Limited(601995) believes that the growth rate of net profit of the banking industry is expected to return to the steady growth track, because under the “steady growth” policy, the growth rate of bank assets has increased steadily, and the stage with the greatest pressure on net interest margin has passed. In terms of asset quality, most listed banks can maintain the stability or improvement of asset quality and credit cost. In addition, benefiting from wealth management business, the overall net handling fee income of listed banks will accelerate growth. At present, the 0.6 times price to book ratio of the banking sector and the 3.38% fund position reflect the pessimistic market expectations, which are expected to be corrected in the future.
six departments issued the implementation guide of “one hundred cities and one thousand screens” activity, and the ultra-high definition industrial chain or attracted attention
Recently, six departments, including the Ministry of industry and information technology, the Central Propaganda Department, the Ministry of transport, the Ministry of culture and tourism, the State Administration of radio and television and the Central Radio and Television Corporation, jointly issued the guidelines for the implementation of the “one hundred cities and one thousand screens” activity. Guided by the pilot demonstration project, the “one hundred cities and one thousand screens” activity enriches the UHD video and audio service scenarios by building or guiding the transformation of China’s large screens into 4K / 8K UHD large screens, accelerates the integrated and innovative development of UHD video and audio in many aspects, and gives birth to new technologies, new formats and new models.
According to China’s action plan for the development of UHD video industry (2019-2022), it is estimated that the scale of UHD video industry will reach 4 trillion yuan in 2022. Chuancai Securities pointed out that UHD video is a new generation of video technology improvement. Against the background of digital development, China’s industry is facing a new round of transformation. Affected by market demand and policies, UHD video industry will usher in major development opportunities. It is recommended to pay attention to the concepts related to UHD video, such as Hangzhou Arcvideo Technology Co.Ltd(688039) , Beijing Tricolor Technology Co.Ltd(603516) , Guangdong South New Media Co.Ltd(300770) and Shanghai Wondertek Software Co.Ltd(603189) .
Minsheng Securities believes that the popularity of ultra-high definition is expected to significantly improve the prosperity of codec equipment. 5g important applications are expected to get more attention from the market, and codec equipment manufacturers are gradually ushering in good news. 1) 4G has been difficult to meet the requirements of ultra-high definition video transmission rate, and 5g has better carrying capacity. 2) The implementation of ultra-high definition 4K / 8K channels is the general trend, with high certainty, and is expected to start in 2021. With the further popularization of 5g and the continuous implementation of equipment procurement such as codec, the prosperity of the industry is expected to continue to improve, and it is optimistic about Hangzhou Arcvideo Technology Co.Ltd(688039) , Beijing Tricolor Technology Co.Ltd(603516) .
the Ministry of housing and urban rural development emphasizes expanding the supply of building materials for affordable rental housing
Pan Wei, head of the housing security department of the Ministry of housing and urban rural development, said at a press conference on the 11th that policy support for finance, land and public services should be strengthened to expand the supply of affordable rental housing. During the 14th Five Year Plan period, 40 key cities initially planned to add 6.5 million units (rooms), which is expected to help 13 million new citizens and young people alleviate their housing difficulties. At the same time, we will continue to ensure public rental housing, develop housing with common property rights according to local conditions, and steadily promote the transformation of shantytowns.
In terms of investment, Citic Securities Company Limited(600030) believes that the construction and proportion improvement of indemnificatory rental housing is an important goal of the 14th five year plan, which is expected to accelerate the development trend. According to incomplete statistics, more than 6.6 million new affordable rental housing plans have been announced during the 14th Five Year Plan period. It is estimated that during the 14th Five Year Plan period, the new affordable rental housing in China will be between 8-9 million units, the corresponding new construction area may be about 400-450 million square meters, the corresponding development investment will be about 1.7-1.9 trillion, and the investment in 2022 will exceed 400 billion yuan, driving the real estate investment by about 3 percentage points. In the short term, it is expected that the influence of indemnificatory rental housing construction during the 14th Five Year Plan period is less than that of shed reform, but the long-term trend may continue to rise.
Guosen Securities Co.Ltd(002736) pointed out that under the background of “steady growth” this year, all localities have successively accelerated the arrangement and implementation of major projects, which is expected to play a certain supporting role in the annual infrastructure investment. Recently, in order to hedge against the potential downward pressure of the economy, certain marginal fine adjustments have been made to relevant policies. In the short term, the current industry is in the off-season, and the final implementation effect of various steady growth measures cannot be verified temporarily. The market pursues the undervalued targets due to the demand for position adjustment and allocation, resulting in the phased undervalued market; In the medium and long term, the direction of the new economy is still the focus of investment. It is suggested to properly consider the medium and long-term growth potential of enterprises when participating in the undervalued market.
(source: China stock market news research center)
