Today (April 22), the trend of A-Shares was divided, the Shanghai index rebounded slightly, the gem continued to bottom, and the market trading volume shrank sharply. On the disk, in terms of industries, textile and clothing, shipping ports, electric power, insurance, shipbuilding, banking, engineering construction and other industries led the increase; Agriculture, animal husbandry, feeding and fishing, tourism hotels, pesticides and veterinary drugs, semiconductors, food and beverage, cultural media, games and other industries led the decline. In terms of subject stocks, green power, oil and gas equipment and services, pumped storage, horse racing concept, secondary new shares, natural gas and new retail led the increase; The concept of prefabricated vegetables, aquaculture, genetically modified, agricultural planting, pork concept, community group purchase, dairy industry and other industries declined.
Better Life Commercial Chain Share Co.Ltd(002251) large single seal limit the previous nine days saw 8 the cumulative increase of board doubled
Better Life Commercial Chain Share Co.Ltd(002251) ( Better Life Commercial Chain Share Co.Ltd(002251) ) on the 22nd, it hit the limit in the morning trading, and then opened quickly. It was weak in the trading and fell again in the late trading. As of press time, the stock was reported at RMB 11.36, with more than 96000 orders sealed on the limit board, with a turnover of nearly 3 billion yuan.
In the previous nine trading days, the stock gained 8 trading limits, and the cumulative increase has doubled. It is worth noting that Better Life Commercial Chain Share Co.Ltd(002251) staged the trend of “Earth Sky board” for two consecutive days on April 18 and April 19.
Recently, the company pointed out that there was no significant change in its main business. Up to now, the company’s operation and internal and external business environment have not changed significantly. However, Better Life Commercial Chain Share Co.Ltd(002251) was recently reduced by two major shareholders Better Life Commercial Chain Share Co.Ltd(002251) 21 announced that the company holds 5% shares, and Tokyo DONGBANG energy reduced 16.1 million shares of the company through block trading on April 20, 2022, with a reduction ratio of 1.8636%. After this equity change, Tokyo DONGBANG energy has 27095198 shares, accounting for 3.1364% of the total share capital of the company. Jingdongbang energy is no longer a shareholder holding more than 5% of the company.
The company also announced on the 20th that Nyingchi Tencent, a shareholder holding more than 5%, reduced 8639100 shares of the company through block trading on April 19, 2022, with a reduction ratio of 1 Shenzhen Quanxinhao Co.Ltd(000007) %. After this equity change, the shareholder Nyingchi Tencent has 43195137 shares, accounting for 4999993% of the total share capital of the company. Nyingchi Tencent is no longer a shareholder holding more than 5% of the company.
two ministries and commissions issued documents to promote the high-quality development of industrial textiles institutions proposed to focus on three main investment lines
According to the official website of China’s Ministry of industry and information technology on the 21st, recently, the Ministry of industry and information technology and the national development and Reform Commission jointly issued the guiding opinions on the high-quality development of industrial textiles industry, which put forward the goal of high-quality development of industrial textiles industry. The guiding opinions put forward that by 2025, the industrial added value of industrial textile enterprises above Designated Size will increase by about 6% annually, and 3-5 enterprises will enter the first echelon of global industrial textiles; The R & D expenditure of key enterprises in the industry accounts for 3% of the main business income, the application of recycled fiber and biomass fiber accounts for 15%, and the NC rate of key processes in nonwovens enterprises reaches 70%.
Citic Securities Company Limited(600030) believes that the investment opportunities in the textile manufacturing sector are clear, and the Growth Logic of some subdivided leaders is becoming more and more obvious. In the short term, under the background that the global epidemic has not been completely controlled, the trend of global order concentration to China is expected to continue. Most textile manufacturing enterprises have strong orders and short-term performance is supported. In the long run, under the background of strengthened supervision of environmental protection and energy consumption, increasingly tight resource elements and diversified production capacity layout, the scarcity of head high-quality supply chain is gradually highlighting. At the same time, downstream head brands are also reducing the number of suppliers, improving management efficiency, and the increasing trend of leading market share of high-quality manufacturing is clear. Some high-quality manufacturing leaders have significant advantages in subdivided fields and are at the starting point of the capacity expansion cycle. They are expected to usher in rapid growth of performance in the next few years.
It is suggested to focus on three main investment lines: 1) for enterprises with breakthrough in material technology and high barriers, focus on Zhe Jiang Taihua New Material Co.Ltd(603055) , and pay attention to Beijing Sanlian Hope Shin-Gosentechnical Service Co.Ltd(300384) , Hangzhou Juheshun New Material Co.Ltd(605166) ; 2) It is recommended that Wuhu Fuchun Dye And Weave Co.Ltd(605189) , Huafu Fashion Co.Ltd(002042) , Jiangsu Lianfa Textile Co.Ltd(002394) , Jihua Group Corporation Limited(601718) , Hangzhou Chinastars Reflective Material Co.Ltd(301077) , Zhejiang Huilong New Materials Co.Ltd(301057) ; 3) The invisible champion who deeply binds high-quality customers and grows together with customers. It is recommended to focus on Zhejiang Sunrise Garment Group Co.Ltd(605138) , vignette, Zhejiang Natural Outdoor Goods Inc(605080) , and it is recommended to pay attention to Zhongwang Fabric Co.Ltd(605003) , tamus (to be listed).
personal pension system issued institutions believe that it is good for wealth management and asset management (with shares)
The opinions of the general office of the State Council on promoting the development of individual pensions were released on the 21st. The opinions stipulate that the individual pension shall implement the individual account system, and the contributions shall be fully borne by the participants and fully accumulated. The upper limit of individual pension payment is 12000 yuan per year, and the upper limit will be adjusted according to various factors in the future.
The opinion points out that the funds in the personal pension fund account are used to purchase financial products that meet the preferences of different investors and meet the requirements of safe, mature and stable operation, standardized target and long-term preservation, such as bank financial management, savings deposits, commercial endowment insurance and public funds, and the participants can choose independently.
Guotai Junan Securities Co.Ltd(601211) believes that the core purpose of the introduction of individual pension is to alleviate the pressure of pillar I and pillar II pension. China has initially established a three pillar old-age security system, but the overall development is still uneven. The scale mainly comes from the first pillar basic old-age insurance and the national social security fund, accounting for 78.7%; The proportion of enterprise annuity and occupational annuity in the second pillar is 17.3%, while the proportion of the third pillar is very low, only 0.002%. The launch of personal pension is an important milestone of the third pillar of pension, which is conducive to alleviating the pension pressure of the first and second pillars.
Under the influence of the preferential tax policy, people with an estimated monthly income of more than 10000 yuan (5000 yuan tax exemption + about 4000 yuan special deduction) are willing to reduce the tax base by participating in the individual pension policy.
Assuming that the number of people with a monthly income of more than 10000 yuan is 20 million, of which 50% are willing to participate in personal pension, it will bring an annual increment of 120 billion yuan to the asset management industry. It is expected that wealth management institutions with investment advisory ability and institutions with asset management ability will take personal pension as a customer acquisition product, which is conducive to improving the repurchase rate, resulting in the improvement of management scale.
The introduction of individual pension policy will effectively enhance residents’ awareness of wealth management and asset management, and benefit the improvement of asset management scale of the industry. It is believed that the current wealth management institutions with strong investment consulting ability and institutions with asset management advantages will have more advantages. It is suggested to increase the holdings of Citic Securities Company Limited(600030) , China International Capital Corporation Limited(601995) and Huatai Securities Co.Ltd(601688) .
Nanhai, Foshan City releases the three-year action plan for the development of hydrogen energy industry pay attention to relevant industrial chains
On April 21, the three-year action plan for promoting the development of hydrogen energy industry in Nanhai District of Foshan City (20222025) was officially issued. In terms of diversified application of hydrogen energy, no less than 3000 hydrogen fuel cell vehicles will be promoted to meet the application needs of the demonstration urban agglomeration, reaching 50 bus routes, 2 rail transit lines, 1000 hydrogen energy two wheeled vehicles and 500 forklifts, and the installed capacity of distributed generation system, standby power supply and CCHP system will exceed 5MW; Carry out demonstration and exploration in the fields of electric hydrogen fusion, energy storage and industrial application. In terms of industrial policy and institutional guarantee, the institutional obstacles and policy bottlenecks restricting industrial development have been gradually removed, the policies for hydrogen production, storage, transportation and processing have been further innovated, and the sustainability of industrial innovation has been improved.
Shanxi Securities Co.Ltd(002500) believes that China’s hydrogen energy industry is still in its primary stage, and the initial focus is on hydrogen production industry, especially hydrogen production from renewable energy. Downstream applications take fuel cell vehicles as the initial breakthrough, and will gradually expand to traditional high emission fields such as transportation, electric power, chemical industry and metallurgy in the future, so as to meet the long-term carbon neutralization goal. In the planning, the overall attention is paid to technological development, emphasizing the priority of complementing the short board and core technology. It is suggested to pay attention to hydrogen production technology and enterprises with strong comprehensive strength of industry, University and research and cooperation with international leading technology enterprises, high-pressure hydrogen condensation and storage technology enterprises, vehicle fuel cell core proton exchange membrane enterprises, etc.
industry capacity will increase by 3 billion tons coal and coal power sectors have obvious changes
Coal is still the main energy source in China. Earlier, the central economic conference pointed out that the gradual withdrawal of traditional energy should be based on the safe and reliable substitution of new energy. Based on the basic national conditions of coal, we should pay attention to the clean and efficient utilization of coal, increase the consumption capacity of new energy, and promote the optimal combination of coal and new energy.
Statistics show that as of April 21, a total of 33 shares in the coal sector have issued annual reports, express reports and performance forecasts for 2021, of which 28 shares have increased in performance, Beijing Haohua Energy Resource Co.Ltd(601101) , Shaanxi Heimao Coking Co.Ltd(601015) , Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) with the highest growth rate of more than 400%.
Affected by the sustained high energy prices last year, the performance of coal-fired power sector declined seriously in 2021. The net profit of 26 shares that have issued annual report, express report and performance forecast declined to a certain extent, and only Shenergy Company Limited(600642) , Shenzhen Energy Group Co.Ltd(000027) , Top Energy Company Ltd.Shanxi(600780) profit decline was controlled within 50%.
The performance of coal power sector is under pressure, and some institutions are still optimistic Shenwan Hongyuan Group Co.Ltd(000166) research shows that under the background of the high-quality development of coal and electricity in the 14th five year plan of energy and the repeated emphasis on energy security in high-level speeches, the contradiction between supply and demand and the pattern of interest distribution at the coal and electrode ends are bound to be reversed in 2022.
