Today’s A-Shares are finally rising. Let’s eat meat.
On January 12, the stock index rose slightly in the morning and rose strongly in the afternoon, approaching 3600 points again; The Shenzhen Composite Index rose about 1.4%, and the gem showed a strong trend, with an increase of more than 2.5%; The turnover of the two cities remains above trillion.
As of the close, the Shanghai index rose 0.84% to 3597.43 points, the Shenzhen Composite Index rose 1.39%, and the gem index rose 2.64%; The total turnover of the two cities was 1061.1 billion yuan, and the net purchase of northbound funds was 7.018 billion yuan.
In addition, more than 3300 companies rose today.
senior brothers are back
track stocks rose sharply
In the first six trading days of this year, the accumulated evaporation market value of new energy vehicle track of A-Shares exceeded 500 billion yuan, becoming the sector with the largest adjustment range of a shares. The sector leader Contemporary Amperex Technology Co.Limited(300750) fell by more than 8.7% in the year, and the total market value evaporated by more than 100 billion yuan. Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) finally rebounded today, closing up more than 5% to 565.04 yuan. It closed up for the first time in eight trading days. The latest total market value was 1317 billion yuan and the turnover exceeded 10 billion yuan.
In terms of news, the passenger Federation said yesterday that it was originally expected that the sales volume of new energy passenger vehicles would be 4.8 million in 2022, which should be adjusted to more than 5.5 million at present, and the penetration rate of new energy passenger vehicles would reach about 25%. New energy vehicles are expected to exceed 6 million, and the penetration rate of new energy vehicles is about 22%.
In view of the recent plate adjustment, Anxin Securities believes that it is mainly capital behavior such as trading and cross-year style, rather than fundamental changes; In the medium and long term, lithium battery is “still the best investment track”. It is suggested to pay attention to the industry leaders with global competitiveness and market share expected to increase, as well as the high growth track represented by lithium iron phosphate and high nickel; There is also the midstream material link where the relative supply and demand is still tight.
Anxin Securities pointed out that in 2022, the new energy subsidy policy kept the technical indicators and threshold requirements unchanged, while the subsidy scale did not lock the original expected upper limit of 2 million vehicles, and the subsidy will run through the whole year. It is expected that the cost reduction capacity will continue to improve due to the scale expansion and technological progress of new energy vehicles; At the same time, with the implementation of subsidies and the rise of raw material prices, the prices of some models will rise, but the consumer demand will not be reduced. The production and sales of new energy vehicles are expected to continue to grow in 2022.
In addition, the Ministry of industry and information technology issued a document today, which will strengthen efforts to promote the development of new energy vehicles and intelligent networked vehicles!
It is mentioned that in the next step, the Ministry of industry and information technology will go all out to maintain the stable and healthy operation of the automobile industry, strengthen the development of new energy vehicles and intelligent networked vehicles, and strive to improve the stability and competitiveness of the industrial chain supply chain!
today’s most beautiful Cub: Prefabricated dishes soared 8%
It is not new energy, but prefabricated vegetables that is the most powerful plate in the market today! Gaishi food, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Xi’An Catering Co.Ltd(000721) and other stocks rose by the limit.
The so-called prefabricated dishes and semi-finished dishes refer to the dishes that have been matched in the factory and then stored in frozen or vacuum packaging. Consumers only need to heat them after they buy them, or simply cook them through the combination of bags in the prefabricated vegetable packaging.
In the view of institutions, prefabricated dishes are expected to become a track with a market space of more than trillion yuan.
Debang securities research report pointed out that the catering supply chain market scale exceeds trillion, and there is a huge market space to be tapped. We are optimistic about the long-term development prospect of the prefabricated food industry. With the in-depth development of the industry, the relevant enterprises in the upstream of the prefabricated food and catering supply chain still have strong investment opportunities.
Shanxi Securities Co.Ltd(002500) also believes that the lazy house economy promotes the rapid development of the prefabricated vegetable industry. Chinese households are increasingly dependent on industrialized food production and socialized food supply. Prefabricated dishes simplify the tedious steps of buying, washing, cutting and cooking, integrate quality, nutrition and taste, and cater to the lifestyle of young consumer groups under the fast-paced life. In 2021, the space scale of Chinese prefabricated dishes is expected to reach 340 billion yuan, with a year-on-year increase of 18%. In the next 3-5 years, China’s Prefabricated food industry is expected to become the next trillion catering market.
In terms of configuration, the open source securities research report pointed out that the demand of the prefabricated vegetable industry is gradually released and is in a period of rapid development. Old prefabricated vegetable enterprises Suzhou Weizhixiang Food Co.Ltd(605089) and haodeli have been deeply engaged in the prefabricated vegetable industry for many years, and Shandong Delisi Food Co.Ltd(002330) , Fu Jian Anjoy Foods Co.Ltd(603345) and other enterprises in the food industry have arranged the prefabricated vegetable industry one after another. Relevant enterprises can be the first to layout the market and enjoy the dividends of the rapid development of the industry. It is recommended to pay attention to Suzhou Weizhixiang Food Co.Ltd(605089) . In addition, Shandong Delisi Food Co.Ltd(002330) , Fu Jian Anjoy Foods Co.Ltd(603345) will also benefit.
Hong Kong stocks also went crazy
In addition to a shares, the Hang Seng technology index, the new economic representative of Hong Kong stocks, also rose to 5%.
The most wonderful investors of the year appeared
The thing is, there is an investor Zhao, with a master’s degree, who is a doctor in a hospital in Puyang City. Zhao has been keen on stock speculation all year round. Recently, he found that the stock market was rising, so he wanted to make a lot of money by investing in stocks some time before the Spring Festival.
As a result, he ran to blackmail and was caught the next day.
On New Year’s day in 2022, when the whole country was welcoming the new year, the criminal investigation police of Zhongyuan Oilfield public security bureau gave up rest, set up a network and control, and squatted in the underground garage of a family area in Puyang City. Forenoon police blackmail and impose exactions on suspicion of using extortion information to arrest the suspect.
At about 15:00 on December 31, 2021, the criminal investigation police of Zhongyuan Oilfield Public Security Bureau received an alarm from Ma, who said he found a letter in the mutton soup restaurant operated by himself in Hualong District, Puyang City, in the letter, a self proclaimed “brother on the road” threatened that “covid-19 fever” or “close contact of covid-19 virus diagnosis personnel” might appear in the mutton soup shop, asked Ma to raise 500000 yuan in cash and send it to the designated place on the morning of January 1. considering that the case is related to the current epidemic situation of strict prevention and control, if it cannot be detected, it is likely to cause a certain degree of social panic. The Criminal Investigation Detachment immediately dispatched the police of the second Criminal Investigation Brigade and the intelligence brigade to set up a task force to quickly find out the number, residence and activity track of the perpetrator around the means of transportation, traffic routes and physical characteristics used by the perpetrator, relying on scientific and technological information technology. According to the previous investigation information, it was divided into four action teams to set up ambushes in advance and set up a network to wait in the cold.
At about 10:20 a.m. on January 1, according to the arrangement of the task force, the alarm man Ma put a red handbag in the carton at the designated place of the perpetrator. At 11:05, a middle-aged man wearing glasses appeared. After looking around and seeing no one, he quickly took the handbag from the carton and showed a proud smile on his face. Seeing this situation, the police arrested the police quickly and attacked the suspect and captured the suspect on the spot.
The trial found that the suspect Zhao, master of education, a doctor in a hospital in Puyang. Zhao has been keen on stock speculation all year round. Recently, he found that the stock market was rising and wanted to make a lot of money by investing in stocks some time before the Spring Festival. However, due to his lack of money, he had the idea of extortion. He imitated the plot of the TV play and used false epidemic information to blackmail a number of merchants in the city.
At present, Zhongyuan Oilfield Public Security Bureau has taken criminal coercive measures against Zhao according to law, and the case is under further trial.
“Great benefits” detonate new energy! A shares and Hong Kong stocks rose together. Hi, trillion giants pulled 10%! Here comes the latest interpretation of the agency
The food is on fire! The frequent release of leading stocks is good for Nuggets’ Next Trillion catering market (with shares)
