At present, the main line of market speculation performance has become very clear.
Stimulated by more than expected annual reports yesterday, this morning, the lithium battery industry chain ushered in a big counterattack, Contemporary Amperex Technology Co.Limited(300750) rose 3.43%.
In terms of individual stocks, Hubei Radio & Television Information Network Co.Ltd(000665) staged a tianban. On January 10, the stock had a tianban.
At the closing on the morning of the 12th, the three major stock indexes rose collectively, of which the gem index rose 1.36%.
Hubei Radio & Television Information Network Co.Ltd(000665) stage sky board
The recent trend of Hubei Radio & Television Information Network Co.Ltd(000665) stained with the concepts of “meta universe” and “horse color” is eye-catching.
Many netizens said, “it’s really an eye opener” and “see this demon stock for the first time”.
Recently, the staff of Hubei Radio & Television Information Network Co.Ltd(000665) Securities Affairs Department said that the company has never claimed to be involved in the field of metauniverse, but its Weirui technology is involved in VR and AR related businesses. The company will not hype to cater to the market concept, but will continue to pay attention to in-depth cooperation opportunities in VR and AR applications.
Contemporary Amperex Technology Co.Limited(300750) the lithium battery industry chain rebounded
At the beginning of 2022, the lithium battery industry chain suffered a setback.
Yesterday, several companies in the lithium battery industry chain issued annual report performance forecast.
Shenzhen Dynanonic Co.Ltd(300769) announced that the net profit attributable to the parent company is expected to be RMB 760-830 million in 2021, which will turn losses into profits.
Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) announced that the net profit attributable to the parent company is expected to be RMB 890 million-940 million in 2021, with a year-on-year increase of 211.20% – 228.68%.
According to the announcement of Zangger mining, the net profit attributable to the parent company is expected to be RMB 1.4 billion-1.45 billion in 2021, with a year-on-year increase of 511.65% – 533.5%.
Zhejiang Huayou Cobalt Co.Ltd(603799) announced that the net profit attributable to the parent company is expected to be 3.7-4.2 billion yuan in 2021, with a year-on-year increase of 217.64% – 260.56%.
This morning, the lithium battery industry chain rose sharply, with lithium negative electrode, power battery and other sectors leading the increase.
In terms of individual stocks, Contemporary Amperex Technology Co.Limited(300750) rose 3.43%, Yunnan Energy New Material Co.Ltd(002812) rose 3.63%, Zhejiang Huayou Cobalt Co.Ltd(603799) limit, Shenzhen Dynanonic Co.Ltd(300769) rose 12.36%.
outbreak of prefabricated dishes
On the morning of the 12th, the trend of the prefabricated vegetable plate was also prominent. In the plate, Shandong Delisi Food Co.Ltd(002330) , Haixin Foods Co.Ltd(002702) 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. Shanxi Securities Co.Ltd(002500) said that Chinese households are increasingly dependent on industrialized food production and socialized 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.
UHV plate staged a limit tide
On the morning of the 12th, the UHV plate broke out. In the plate, Jinguan Electric Co.Ltd(688517) , Henan Pinggao Electric Co.Ltd(600312) , Dalian Insulator Group Co.Ltd(002606) , Guangzhou Baiyun Electric Equipment Co.Ltd(603861) and other stocks rose by the limit.
On the news side, some media reported that during the “14th five year plan” period, the State Grid planned to build the “24 AC and 14 DC” UHV project, involving more than 30000 kilometers of lines, 340 million KVA of substation and converter capacity, and a total investment of 380 billion yuan.
According to the data of the State Grid, the cumulative line length of China’s UHV projects has increased from 2542 km in 2011 to 35868 km in 2020, with an annual compound growth rate of 34.2%.
The agency said that China’s eastern coastal areas are key areas of power consumption, and the local power generation is lower than the power consumption; The power generation in the central and western regions is more than the local power consumption, and the contradiction between power supply and demand is prominent. With the rapid increase of power consumption in the eastern coastal areas and the increase of grid connection demand for clean energy power generation in the west, the new demand of UHV power grid continues to increase.
