On January 12, the three indexes rebounded collectively. On the disk, prefabricated dishes, hotels and catering, UHV, scenic spots and tourism, covid-19 testing, food processing and manufacturing and other sectors led the increase; Steel, cement, property management, diamond cultivation, traditional Chinese medicine and other sectors led the decline.
I. today’s market situation
As of the close, the Shanghai index rose 0.84%, the Shenzhen Composite Index rose 1.39% and the gem index rose 2.64%. The turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for nine consecutive trading days.
II. Summary of today’s trading board
Today, about 80 non ST shares and non new shares in Shanghai and Shenzhen stock markets rose by the daily limit. Specifically, the concept of prefabricated dishes set off a wave of limit trading, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Xi’An Catering Co.Ltd(000721) , Suzhou Weizhixiang Food Co.Ltd(605089) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) and more than 10 shares rose; Covid-19 detection concept continued to rise sharply, Hangzhou Biotest Biotech Co.Ltd(688767) , Getein Biotech Inc(603387) , Xilong Scientific Co.Ltd(002584) , Andon Health Co.Ltd(002432) , Changzhou Qianhong Biopharma Co.Ltd(002550) and other stocks rose by the limit.
III. details of today’s trading board
1. Concept of prefabricated dishes: Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Xi’An Catering Co.Ltd(000721) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) , Haixin Foods Co.Ltd(002702) , Shandong Huifa Foodstuff Co.Ltd(603536) , Yantai Shuangta Food Co.Ltd(002481) , Tongqinglou Catering Co.Ltd(605108) , Zhongyin Babi Food Co.Ltd(605338) , Suzhou Weizhixiang Food Co.Ltd(605089) , Zhengzhou Qianweiyangchu Food Co.Ltd(001215) more than 10 shares rose.
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.
2. Covid-19 detection concept: Hangzhou Biotest Biotech Co.Ltd(688767) , Getein Biotech Inc(603387) , Xilong Scientific Co.Ltd(002584) , Andon Health Co.Ltd(002432) , Changzhou Qianhong Biopharma Co.Ltd(002550) etc.
Affected by the mutant virus Omicron, a new round of epidemic tide swept the world. Since the new year, the number of newly confirmed cases in Britain has exceeded 200000 in a single day, setting a new record since the epidemic; The number of new cases in the United States has again exceeded one million; Imported cases of Omicron have appeared in Tianjin, Henan, Shenzhen and other places in China, and all staff have been tested for nucleic acid in Tianjin.
3. UHV concept: Jinguan Electric Co.Ltd(688517) , Sinostar Cable Co.Ltd(300933) , Henan Pinggao Electric Co.Ltd(600312) , Dalian Insulator Group Co.Ltd(002606) , Hunan Hualian China Industry Co.Ltd(001216) , Hunan Valin Wire&Cable Co.Ltd(001208) , Changshu Fengfan Power Equipment Co.Ltd(601700) etc.
According to the report of China Energy News, informed sources said, “the country will start a new round of UHV construction on a large scale this year, and the construction scale is unprecedented.” During the 13th Five Year Plan period, the State Grid UHV investment was about 280 billion yuan. During the 14th Five Year Plan period, the planned investment was 380 billion yuan, with a year-on-year rapid growth. The experts interviewed in the industry agreed that with the continuous promotion of the large new energy base, the existing UHV DC lines are gradually bundled. It is expected that the UHV DC lines will be built around the large base during the 14th Five Year Plan period.
