Follow up comments
On January 10, 2022, the Shanghai Composite Index closed at 3593.52 points, up 0.39%; The Shenzhen Component Index closed at 14406.97 points, up 0.44%. The Chongqing composite index, which we focus on, closed at 3823.06 points, up 0.81%; Sichuan composite index closed at 9564.94 points, up 0.24%. The top three stocks of Listed Companies in Sichuan and Chongqing are: Chengdu Huasun Technology Group Inc.Ltd(000790) (000790, 10.00%), New Hope Liuhe Co.Ltd(000876) (000876, 9.00%), Chongqing Pharscin Pharmaceutical Co.Ltd(002907) (002907, 7.35%). The 42 companies we focused on fell by an average of 1.10%, of which the top three stocks were: New Hope Liuhe Co.Ltd(000876) (000876, 9.00%), Maccura Biotechnology Co.Ltd(300463) (300463, 4.81%), Eoptolink Technology Inc.Ltd(300502) (300502, 4.33%). By industry, the top three sectors in Sichuan and Chongqing are agriculture, forestry, animal husbandry and fishery (+ 9.00%), textile and garment (+ 3.65%) and comprehensive (+ 3.10%).
The letter on submitting the feasibility study report of the Ankang Chongqing section of the new Xi’an Chongqing high speed railway issued by the State Railway Group and the people’s governments of Shaanxi Province, Chongqing city and Sichuan Province has been approved by the national development and Reform Commission, marking that the Ankang Chongqing section of the West Chongqing high speed railway is about to officially enter the implementation stage. With a design speed of 350 km / h and a planned annual transportation capacity of 4 million people / year in one direction, the West Chongqing high-speed railway is located in Sichuan Province, Chongqing city and Shaanxi Province. It is an important high-speed railway channel connecting the Silk Road Economic Belt and the Beijing Tianjin Hebei Coordinated Development Zone in the twin city economic circle of Chengdu Chongqing region. The construction of the twin city economic circle is progressing steadily. In terms of infrastructure, 160 major projects are planned in Sichuan and Chongqing in 2022, with an investment of about 2 trillion yuan. With the commencement of a large number of construction projects this year, a large number of infrastructure needs will be released continuously, helping the performance of relevant enterprises to maintain rapid growth.
Industry dynamics
According to the data released by Chongqing Jiangbei International Airport on the 7th, the annual cargo and mail throughput of the airport in 2021 was 477000 tons, an increase of 15.9% over 2020, a record high. In the whole year, the passenger throughput was 35.766 million person times and the number of aircraft taking off and landing was 280600, an increase of 2.4% and 2.2% respectively over 2020. (China News Network)
Company dynamics
Yibin Tianyuan Group Co.Ltd(002386) (002386): the announcement on the investment and construction of 900000 T / a Dingjia phosphate mine (phase II) mining engineering project by subordinate companies was issued. The company plans to invest in the construction of 900000 T / a Dingjia phosphate mine (phase II) mining engineering project with infinite mining as the main body, with a total investment of 179 million yuan, including 107 million yuan of new construction investment and 64.9183 million yuan of original fixed assets investment.
Chongqing Changan Automobile Company Limited(000625) (000625): the voluntary information disclosure announcement on production and sales express in December 2021 was issued. From January to December 2021, Chongqing Changan Automobile Company Limited(000625) sold 22.3005 million vehicles, a year-on-year increase of 14.82%; The sales volume of independent brands was 1.7547 million, a year-on-year increase of 16.70%; The sales volume of independent passenger cars was 1.2042 million, a year-on-year increase of 23.08%.
Risk tips: economic recovery is lower than expected, covid-19 outbreak risk, raw material price fluctuation risk.
