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Baijiu sector rebounded strongly Anhui Yingjia Distillery Co.Ltd(603198) Jinhui Liquor Co.Ltd(603919) and other daily limit several companies’ net profit increased significantly in the first quarter
The Baijiu sector rebounded strongly in the session on the 26th. As of press time, tianyoude liquor, Anhui Yingjia Distillery Co.Ltd(603198) Shede Spirits Co.Ltd(600702) .
In terms of news, recently, a number of Baijiu companies disclosed their first quarterly reports, and their net profits all achieved substantial growth. According to the first quarter report of 2022 disclosed by tianyoude liquor on the 25th, during the reporting period, the company achieved an operating revenue of 423 million yuan, a year-on-year increase of 11.49%; The net profit attributable to shareholders of listed companies was 110 million yuan, a year-on-year increase of 53.43%.
Jinhui Liquor Co.Ltd(603919) disclosed the report for the first quarter of 2022, which shows that during the reporting period, the company achieved operating revenue of 706 million yuan, with a year-on-year increase of 38.79%; The net profit attributable to shareholders of listed companies was 165 million yuan, a year-on-year increase of 42.78%.
As for the Baijiu sector, Dongguan Securities pointed out that since the beginning of this year, due to repeated epidemics in some regions, external market and other factors, the market risk aversion has increased, and the Baijiu sector has experienced relatively large fluctuations. According to the performance data released by the current secondary high-end Baijiu enterprises, based on the low base in 2020, it is expected that the performance of secondary high-end Baijiu will achieve rapid growth in 2021. In addition, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) 2022 had a better start than expected. The dynamic sales performance of Jiugui Liquor Co.Ltd(000799) , shede and other companies’ core products during the Spring Festival was good, and the performance in the first quarter is worth looking forward to. In the medium and long term, secondary high-end Baijiu has great growth potential under the catalysis of multiple factors, such as the expansion of the price band of secondary high-end Baijiu, the expansion of the national market, the upgrading of product structure, and the expansion of production capacity.
State Council Office issued a document to promote consumption! The concepts of tourism and tax exemption rose Nanning Department Store Co.Ltd(600712) and other stocks rose by the limit
The concepts of tourism and tax exemption rose on the 26th. As of press time, the increase of Guangzhou Lingnan Group Holdings Company Limited(000524) , Qujing cultural tourism and other sectors in the tourism sector was higher; In terms of the concept of tax exemption, Xinjiang Youhao(Group)Co.Ltd(600778) , Guangzhou Grandbuy Co.Ltd(002187) , Nanning Department Store Co.Ltd(600712) , Zhongbai Holdings Group Co.Ltd(000759) , Fujian Dongbai (Group) Co.Ltd(600693) , etc.
On the news, on April 25, the general office of the State Council issued opinions on further releasing consumption potential and promoting the sustainable recovery of consumption. The opinions proposed to thoroughly implement the tax reduction, tax rebate and fee reduction policies to support manufacturing, small and micro enterprises and individual industrial and commercial households. Promote the gold system to transfer profits to the real economy by reducing interest rates, reducing fees and other measures. Guide financial institutions to optimize credit management, provide financing support to industrial enterprises seriously affected by the epidemic, and avoid industrial loan restriction, loan withdrawal and loan interruption. We will continue to implement the policy of periodically reducing the premium rates of unemployment insurance and work-related injury insurance. For enterprises that do not lay off staff and reduce staff, we will implement the policy of stable post return of unemployment insurance. Clean up the unreasonable price increase in the power transfer link. Take practical and effective measures to stop arbitrary charges, apportionments and fines. Encourage qualified regions to carry out regular nucleic acid testing for employees of retail, catering and other enterprises free of charge, and provide subsidies and support for enterprise epidemic prevention and disinfection and sterilization expenses. We will implement relief and support measures for food and beverage, retail, tourism, civil aviation, highway, waterway and railway transportation and other special industries. Encourage local governments to increase assistance, support all regions to introduce tax relief and other measures in accordance with the actual situation, implement phased preferential policies for power consumption and postpone the payment of endowment insurance premiums for industries in extreme poverty, and provide appropriate assistance to small and micro enterprises and individual industrial and commercial households in the service industry renting non-state-owned houses, so as to stabilize more players in the consumer service market.
The Opinions also pointed out that we should accelerate the cultivation and construction of international consumption center cities. Actively build a number of regional consumption centers, improve infrastructure and service environment, and improve circulation efficiency and consumption carrying capacity. Support qualified regions to rely on the pilot free trade zone and cooperate with foreign institutions to build foreign-related consumption zones. All regions are encouraged to build a number of healthy and green consumption clusters with complete facilities, rich business forms around the themes of Commerce, culture, tourism and sports, steadily and orderly promote the transformation and upgrading of existing pedestrian street facilities and business forms, and actively develop smart business districts. Promote the construction of a quarter hour convenient life circle in the city, and optimize the allocation of community life and consumption service complexes. The “China brand day” and the national consumption promotion month will be held at a high level. Support all regions to establish a mechanism to promote the normalization of consumption and cultivate a number of characteristic activity brands. We will continue to do a good job in China International Import Expo, China Import and export commodities fair, China International Trade in services fair and China International Consumer Goods Expo. Improve the policy of duty-free shops in the city, and plan to build a number of duty-free shops in the city with Chinese characteristics.
AVIC Securities pointed out that near the peak tourism season of May Day, with the stability of epidemic prevention and control, the pace of industry recovery is expected to accelerate, which is good for the leading enterprises of subdivided tracks. Tourism sector: the recovery of China’s tourism industry will focus on short-distance, customized and leisure tourism, and look forward to high-quality scenic spots and enterprises with perfect tourism industry chain; Hotel sector: the epidemic disturbs short-term performance, leading hotels expand against the trend, continue to open stores in large quantities, constantly consolidate their internal strength, and highlight the head effect. Once the travel demand is released, it will directly benefit from the recovery of the industry, the cycle reversal is in sight, and the performance elasticity is expected; Catering sector: the epidemic has brought structural subversion to the traditional catering industry, and is optimistic about catering enterprises with innovative business forms and excellent single store model that meet the changing needs of the current audience; Tax free sector: affected by the epidemic in the short term, Hainan is optimistic about its potential as an international tourism consumption city in the medium and long term, which is also conducive to promoting China to form a new development pattern with China’s big cycle as the main body and China’s international double cycle promoting each other.
yuancosmos summit is approaching favorable policies have been implemented one after another industrial yuancosmos has become an important cut-off point which targets are expected to benefit
Recently, it is reported that the 2022 World meta universe conference hosted by China simulation society will be held in the way of offline and online combination in Beijing National Convention Center from May 23 to 25 this year. With the theme of “great era, great ecology and great integration”, the conference aims to build a multilateral win-win platform for the docking of government, industry, learning, research, experience and capital, exchange the development trend of cutting-edge technologies of metauniverse, display the scientific and technological achievements and interactive experience of metauniverse ecological chain, and promote the healthy and orderly development of metauniverse industry.
Yuancosmos has been a hot word in recent years. Since the concept fire last year, many consumer fields such as virtual goods, NFT, virtual human and 3D advertising have developed rapidly. Recently, Huangpu District and Guangzhou Development Zone of Guangzhou held a press conference on the innovation and development of meta universe, at which the measures of Huangpu District and Guangzhou Development Zone of Guangzhou to promote the innovation and development of meta universe (hereinafter referred to as “10 articles of meta universe”), which focuses on cultivating industrial meta universe, digital virtual human, digital art trading and other fields reflecting the development trend of meta universe, in order to seize the next “outlet” of the Internet, In order to promote the high-quality development of digital economy, gather new potential energy for development.
Minsheng Securities pointed out that the industrial yuan universe will be an important entry point. The enterprises in Huangpu District have taken the lead in applying the core technologies of meta universe such as digital twins to the industrial digital transformation. The industrial meta universe is the key entry point for the development of meta universe in Huangpu District and also an innovation test field. “Meta universe 10” will give full play to the characteristics of meta universe as the integrator of cloud computing, edge computing, 5g, digital twin and other core technologies of digital economy, empower the industrial manufacturing industry in the region and create an “industrial meta universe”.
In terms of core benefit targets, Minsheng Securities believes that companies with first mover advantages in traffic and content are expected to benefit first. The 35 (yuanuniverse content creation + IP Ecology), Bluefocus Intelligent Communications Group Co.Ltd(300058) / Three’S Company Media Group Co.Ltd(605168) (virtual human).
State Council Office plans to build a number of duty-free shops with Chinese characteristics industry recovery is expected to be good (with shares)
The general office of the State Council issued opinions on further releasing consumption potential and promoting the sustainable recovery of consumption, and proposed to promote the healthy and sustainable development of consumption platforms. We will continue to do a good job in China International Import Expo, China Import and export commodities fair, China International Trade in services fair and China International Consumer Goods Expo. Improve the policy of duty-free shops in the city, and plan to build a number of duty-free shops in the city with Chinese characteristics.
The shopping experience, time and shopping methods of duty-free shops in the city are more flexible. In terms of rental cost, the rental cost of airport duty-free shops is significantly higher. For example, the Shanghai International Airport Co.Ltd(600009) deduction is generally 40%, and the rental cost of duty-free shops in the city is between 10-20%. The agency pointed out that the import tax system and luxury pricing strategy lead to obvious price differences at home and abroad. Tax exemption can effectively touch the pain points of the industry and become an important channel for the return of overseas consumption and the upgrading of domestic consumption.
Statistics show that among relevant listed companies: China Tourism Group Duty Free Corporation Limited(601888) has set up duty-free shops in Beijing, Shanghai, Xiamen, Dalian and Qingdao Caissa Tosun Development Co.Ltd(000796) reached cooperation with China export service, and participated in Tianjin international cruise home port entry duty-free shop, Nanjing duty-free shop and Beijing duty-free shop respectively.
yanyeyi special medicine can quickly remove covid-19 great demand in the future (attached)
Shionogi, a Japanese pharmaceutical company, announced at the European Conference on clinical microbiology and infectious diseases that the results of phase IIB study of drugs showed “rapid clearance” of covid-19 virus.
Yanyeyi’s covid-19 drug s-217622 was jointly developed by Hokkaido University and yanyeyi. The drug principle is similar to Pfizer covid-19 drug paxlovid, which inhibits virus self replication by inhibiting 3CL protease activity. Earlier, it was reported that the efficacy of this Japanese covid-19 oral drug “ensitrelvir (s-217622)” exceeded several oral drugs produced in the United States, and the final cure rate could reach 100%.
Statistics show that among the relevant listed companies: Apeloa Pharmaceutical Co.Ltd(000739) said that they have had cdmo business cooperation with yanyeyi for many years In terms of the annual production capacity of halobenzene, which can be used as the raw material of halobenzene inhibitors, the annual production capacity of halobenzene is the first 100 tons.
three departments promote IPv6 scale deployment and application related industrial chains or concerned (with shares)
Recently, the central network information office, the national development and Reform Commission and the Ministry of industry and information technology jointly issued the 2022 work arrangement for further promoting the scale deployment and application of IPv6. The work arrangement defines the work objectives for 2022. By the end of 2022, the number of IPv6 active users will reach 700 million, the number of IPv6 connections of the Internet of things will reach 180 million, the proportion of fixed network IPv6 traffic will reach 13%, and the proportion of mobile network IPv6 traffic will reach 45%. The carrying capacity and service quality of network and application infrastructure continue to improve. The performance indicators of IPv6 network are equivalent to those of IPv4, and some indicators are better than IPv4 Application infrastructures such as data center, content distribution network, cloud platform and domain name resolution system deeply support IPv6 services. The newly delivered home wireless router fully supports IPv6, and the IPv6 address assignment function is enabled by default.
IPv6 is the abbreviation of “Internet Protocol version 6”. It is the next generation IP protocol designed by the Internet Engineering Task Force (IETF) to replace IPv4. Its number of addresses claims to be an address for every grain of sand in the world. Compared with IPv4, IPv6 has larger address space, smaller routing table, higher security and better header format, and it adds enhanced multicast support and convection control, which makes the multimedia application on the network have the opportunity of considerable development and provides a good network platform for service quality control. In addition, IPv6 adds support for automatic configuration. This is the improvement and expansion of DHCP protocol, which makes the network management more convenient and fast.
Chuancai Securities believes that the IPv6 market has good development prospects, has more advantages than IPv4, and the market scale of IPv6 industrial chain is expanding rapidly. From the perspective of network end-to-end IPv6 penetration, IPv6 has been fully supported in the operator’s network, whether in the fields of access network, metropolitan area network and backbone network. It is considered that the prosperity of subsequent operators’ investment in IPv6 transformation can still be maintained, while there is still much room for improvement in the IPv6 transformation of third-party IDC, CDN and cloud computing infrastructure. We are optimistic about the continuous upgrading demand of IT equipment such as routers, switches, load balancing and firewalls in commercial enterprises. The related targets of relevant industrial chains include: Unisplendour Corporation Limited(000938) , Fujian Star-Net Communication Co.Ltd(002396) , Sangfor Technologies Inc(300454) , etc.
