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the concept of baby and child rose strongly Kidswant Children Products Co.Ltd(301078) the “20cm” limit Hailun Piano Co.Ltd(300329) rose sharply
The baby concept rose strongly in the session on the 11th. As of press time, Kidswant Children Products Co.Ltd(301078) intraday “20cm” limit, Goldlok Holdings(Guangdong) Co.Ltd(002348) , Jinfa Labi Maternity & Baby Articles Co.Ltd(002762) , Zhejiang Shapuaisi Pharmaceutical Co.Ltd(603168) limit, and Hailun Piano Co.Ltd(300329) , Honz Pharmaceutical Co.Ltd(300086) , Jiangsu Aoyang Health Industry Co.Ltd(002172) increase was higher.
On the news side, in response to the national policy, the listed pig enterprise Beijing Dabeinong Technology Group Co.Ltd(002385) launched a program to encourage employees to have three children, and gave incentives in terms of bonuses and holidays. The three children will be awarded a total of 180000 yuan, which can be enjoyed by both men and women. In terms of bonus, 30000 for the first child, 60000 for the second child and 90000 for the third child. In terms of maternity leave, one month is added to the national standard for the first child, three months for the second child and 12 months for the third child. In addition, paternity leave for prospective male employees is 9 days.
Recently, economist Ren Zeping wrote on his personal microblog: establish an encouraging fertility fund as soon as possible, the central bank will print an additional $2 trillion, give birth to 50 million more children in 10 years, solve the problem of population aging and fewer children, make the future more dynamic, and do not increase the burden of Lbx Pharmacy Chain Joint Stock Company(603883) , enterprises and local governments. We believe that this method is the most practical, effective and feasible now. The remarks sparked heated discussion among netizens.
According to statistics, since 2021, more than 10 provinces across the country have passed relevant regulations and have implemented or will implement measures such as extending maternity leave, increasing parental leave and spouse care leave, including Beijing, Hubei, Shanghai, Zhejiang, Chongqing, Hebei, Anhui, Sichuan, Jiangxi, Guangdong and Heilongjiang. Among them, two or three children in Zhejiang can take 188 days off. In addition, many places are drafting or publicly soliciting opinions.
AVIC Securities pointed out that the implementation of the extended maternity leave policy in many places and the continuous promotion of supporting policies in the future will improve the population birth rate to a certain extent, so as to boost the demand for relevant mother and child consumption. Companies such as milk powder, children’s clothing, childcare, mother and child services and health care are expected to benefit directly.
the logistics sector rose Yto Express Group Co.Ltd(600233) the company’s performance in the fourth quarter increased sharply, exceeding expectations
The warehousing and logistics sector rose in intraday shock on the 11th. As of press time, Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , Yto Express Group Co.Ltd(600233) limit, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Jiangsu Feiliks International Logistics Inc(300240) , Yunda Holding Co.Ltd(002120) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Sinotrans Limited(601598) and other stocks performed prominently.
In terms of news, on the 10th, Yto Express Group Co.Ltd(600233) released an announcement on the pre increase of performance in 2021. The company expects to achieve a net profit attributable to shareholders of listed companies of 2 billion yuan to 2.2 billion yuan in 2021, an increase of 233247800 yuan to 433247800 yuan over the same period of last year, a year-on-year increase of 13.2% to 24.52%. In the fourth quarter of 2021, the company expects to realize a net profit attributable to the shareholders of the listed company of 1.046 billion yuan to 1.246 billion yuan, an increase of 665.216 million yuan to 865.216 million yuan over the same period of the previous year, a year-on-year increase of 174.68% to 227.2%.
Sealand Securities Co.Ltd(000750) pointed out that in September, October and November 2021, in response to the call of industry regulatory policies and the arrival of industry peak season, the express industry carried out three rounds of price increases, and the single ticket income of leading enterprises continued to improve. With the support of continuously improved service quality, Yuantong has continuously enhanced its product pricing ability, actively optimized and adjusted the customer structure, took the lead in stabilizing and recovering the single ticket revenue, and the repair speed is ahead of the industry. Compared with the low point in July 2021, Yuantong’s single ticket revenue in November 2021 has increased by 28.22% to 2.59 yuan, leading the whole industry. The performance in the fourth quarter exceeded expectations, which means that in the middle of December 2021 when the traditional light and peak seasons are switched, the single ticket income of the enterprise remains resilient, the logic of resonance between price rise and pattern improvement continues to be fulfilled, and the profit center of the enterprise is expected to gradually rise.
Anxin Securities said that the regulatory policies of the logistics industry continued to increase, the leading business strategy of the industry changed qualitatively, and the inflection point of industry development was confirmed. We judge that the industry price may fluctuate based on the peak season of 2021 in 2022, but it is generally stable, the probability of price war is low, and the industry is still in an important profit recovery period. From a medium and long-term perspective, under the background of continuous improvement of online penetration, the demand growth of the express industry is highly deterministic, and service will become a new competitive factor. We are optimistic about the company’s digital ability, the continuous improvement of service and fine management, and the leading value is prominent.
bank stocks rose collectively Industrial Bank Co.Ltd(601166) led the rise net profit increased by 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 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.
By the end of 2021, the total assets of the company were 8601.324 billion yuan, an increase of 8.96% over the end of the previous year, including 4428.183 billion yuan of loans in domestic and foreign currencies, an increase of 11.66% over the end of the previous year; The total liabilities were 7907.028 billion yuan, an increase of 8.77% over the end of the previous year, including the balance of deposits in domestic and foreign currencies of 4311.041 billion yuan, an increase of 6.63% over the end of the previous year. The asset quality continued to improve, and the company’s non-performing loan balance was 48.714 billion yuan, a decrease of 942 million yuan compared with the end of the previous year; The non-performing loan ratio was 1.10%, down 0.15 percentage points from the end of the previous year; The provision coverage rate was 268.73%, an increase of 49.90 percentage points over the end of the previous year.
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.
covid-19 self-test concept changes tenfold bull stocks Andon Health Co.Ltd(002432) limit again
In the morning trading on January 11, Andon Health Co.Ltd(002432) opened higher and went higher. As of press time, the daily limit had been sealed, at 56.56 yuan. Since the end of October last year, Andon Health Co.Ltd(002432) has become the largest Bull Stock in Shanghai and Shenzhen. In just two months, the share price was less than 6 yuan, up to 59 yuan.
On the news side, whether covid-19 self-test will be implemented in China has always attracted social attention. The information disclosed by Andon Health Co.Ltd(002432) on the interactive platform on the evening of January 10 shows that China’s covid-19 self-test fetal movement, and Tianjin is studying the self-test suggestions of ” Andon Health Co.Ltd(002432) ” version.
Andon Health Co.Ltd(002432) release the record form of investor relations activities interviewed by the media. For the media’s question, “as a local enterprise in Tianjin, Andon Health Co.Ltd(002432) kit is considered to be sold in China? Or is there any new arrangement on the production line?” In response to the question, Andon Health Co.Ltd(002432) said that the company has submitted the proposal on using family self-test box to realize Omicron covid-19 epidemic prevention 1 + 1 to Tianjin epidemic prevention and control headquarters, and relevant departments in Tianjin are studying the company’s plan.
Andon Health Co.Ltd(002432) it is mentioned in the above suggestions that from the experience of public epidemic prevention of Omicron in Britain and the United States, the use of nucleic acid test (diagnosis) + family self-test (screening) can achieve the effect of 1 + 1 > 2, can more effectively block the transmission of Omicron, and is a public health and epidemic prevention means to effectively control the epidemic situation.
Andon Health Co.Ltd(002432) also mentioned that it is hoped that the Andon Health Co.Ltd(002432) “ihealth covid-19 self-test box” can be put into the first line of prevention and control of Omicron transmission in Tianjin as soon as possible through the emergency approval of Tianjin drug administration.
yuan cosmic demon shares reappeared Crazy: yesterday “Earth Sky plate” Hubei Radio & Television Information Network Co.Ltd(000665) trading again
In the morning trading of January 11, Yuan universe demon stock Hubei Radio & Television Information Network Co.Ltd(000665) soared again, and once touched the daily limit. Yesterday, Hubei Radio & Television Information Network Co.Ltd(000665) staged “Earth Sky board”, with a turnover rate of more than 20%. From the perspective of the seats on the Dragon Tiger list, the seats in the business departments of many well-known securities companies with concentrated hot money are hot.
Hubei Radio & Television Information Network Co.Ltd(000665) the company urgently reminds the risk that there are no major events that should be disclosed but not disclosed, and there are no major events in the planning stage; The company reminds investors to invest rationally and pay attention to investment risks.
From the basic operation situation, Hubei Radio & Television Information Network Co.Ltd(000665) 2020 suffered a huge loss of 690 million yuan, and another loss of about 200 million yuan in the first three quarters of 2021.
six departments issued ” guidelines for the implementation of ” activities Ultra HD industrial chain or concern
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) .
(source: China stock market news research center)
