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One quarter of 1800 yuan
Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) ) opened higher on the 27th, and once rose more than 4% to return to above 1800 yuan. In terms of news, on the 26th, Kweichow Moutai Co.Ltd(600519) disclosed the report of the first quarter of 2022. The company achieved an operating revenue of 32.296 billion yuan in the first quarter, an increase of 18.43% year-on-year; The net profit attributable to shareholders of listed companies was 17.245 billion yuan, a year-on-year increase of 23.58%. This performance exceeded the company’s previous expectations and hit another record high in a single quarter.
According to the main operating data of the first quarter previously disclosed by the company, in the first quarter, the company is expected to achieve a total operating revenue of about 33.1 billion yuan, an increase of about 18% year-on-year; The net profit attributable to the shareholders of the listed company is expected to be about 16.6 billion yuan, with a year-on-year increase of about 19%.
According to the data over the years, the company’s net profit in the first quarter of this year hit a record high after the fourth quarter of 2021, and the growth rate of performance in the first quarter also hit a new high since the first quarter of 2019. According to the annual report of 2021, the company achieved an annual operating revenue of 106.19 billion yuan, an increase of 11.88% year-on-year, breaking the 100 billion mark for the first time; The net profit attributable to shareholders of listed companies was 52.46 billion yuan, a year-on-year increase of 12.34%; The non net profit deducted was 52.581 billion yuan, an increase of 11.84% year-on-year; The basic earnings per share is 41.76 yuan / share.
Since the beginning of the year, the company has been able to overcome the impact of the epidemic, and the company has been able to take the initiative to expand its business and overcome the difficulties of the epidemic. At present, there are many uncertainties in the external environment, and Maotai is still a scarce target of accelerating against the trend and making high profits. In the next two years, the continuous implementation of the company’s marketing reform, the return of Feitian price system to the market and the acceleration of the growth of a series of wines are expected to bring benefits. The EPS forecast for 22-24 years is raised to 49.69, 57.52 and 66.57 yuan. The current share price corresponds to 35 times and 30 times PE in 2022 and 2023 respectively, maintaining the 23-year target price of 25 Xinjiang Tianshun Supply Chain Co.Ltd(002800) yuan. It is suggested to increase the layout at the bottom of the value and reiterate the “strongly recommended-a” rating.
The Shandong Shandong Xinhua Pharmaceutical Company Limited(000756) Hong Kong shares once rose more than 100%
On April 27, for a shares, Shandong Xinhua Pharmaceutical Company Limited(000756) one word limit rose to 11.35 yuan. Hong Kong stock Shandong Shandong Xinhua Pharmaceutical Company Limited(000756) once rose more than 100%. On the news, on April 26, Shandong Xinhua Pharmaceutical Company Limited(000756) announced that the company signed the strategic cooperation agreement with Henan Zhenzhen Biotechnology Co., Ltd., and Zhensheng agreed that Shandong Xinhua Pharmaceutical Company Limited(000756) is the manufacturer and distributor of azvudine and other products in China and other countries agreed by both parties.
Shandong Xinhua Pharmaceutical Company Limited(000756) said that the signing of this agreement is conducive to the production capacity of the company’s modern medicine international cooperation center, and the impact on the company’s financial status and operating results in 2022 and in the future depends on the promotion and implementation of specific projects.
According to the previous report, in the clinical trials carried out in China, azvudine, a real organism, is one of the fastest-growing domestic small molecule covid-19 drugs. It has completed phase III clinical trials, and the data are waiting to be unblinded.
first quarter net profit increased significantly Youngy Co.Ltd(002192) , Chengxin Lithium Group Co.Ltd(002240) strong limit Ganfeng Lithium Co.Ltd(002460) and others increased significantly
The 27 day intraday of the 27 day intraday of the 27 day intraday of the concept shares of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the lithium. On the 27day of the 27 day day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the intraintraintraintraintraintraintraintraintraintraintraintraintraintraintraintraintraintraday force force force that is higher, Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) 192 \ etc.
In terms of news, the first quarterly report showed that the net profit of many lithium mining companies increased significantly in the first quarter Youngy Co.Ltd(002192) 25 disclosed the report of the first quarter of 2002, which showed that during the reporting period, the company achieved an operating revenue of 478 million yuan, an increase of 339.46% year-on-year; The net profit attributable to the shareholders of the listed company was 254 million yuan, a year-on-year increase of 1399626%.
Chengxin Lithium Group Co.Ltd(002240) 2022 first quarter report shows that during the reporting period, the company achieved an operating revenue of 1.687 billion yuan, an increase of 212.59% year-on-year; The net profit attributable to shareholders of listed companies was 1.07 billion yuan, a year-on-year increase of 900.96%. In addition, according to the company’s disclosure, Chengxin Lithium Group Co.Ltd(002240) is also stepping up the layout of overseas lithium mines. In January 2022, Shengze lithium, a wholly-owned subsidiary of Chengxin Lithium Group Co.Ltd(002240) company, became the largest shareholder of Chilean lithium industry by subscribing for fixed increase shares and exercise warrants, with a shareholding ratio of 19.86%. In March 2022, Chengxin Lithium Group Co.Ltd(002240) also introduced Byd Company Limited(002594) as a strategic investor through fixed increase. It is proposed to raise no more than 3 billion yuan, all of which will be used to supplement working capital and repay debts. Upon completion of the offering, Byd Company Limited(002594) will hold more than 5% of the company’s shares Ganfeng Lithium Co.Ltd(002460) yesterday’s report on the first quarter of 2022 revealed that during the reporting period, the company achieved an operating revenue of 5.365 billion yuan, an increase of 233.91% year-on-year; The net profit attributable to shareholders of listed companies was 3.525 billion yuan, a year-on-year increase of 640.41%.
Everbright Securities Company Limited(601788) pointed out that the company’s performance in the first quarter hit another record high. In March, the company realized a net profit attributable to the parent company of about 2.125 billion yuan, more than the sum of January and February. The company’s excellent performance in the first quarter was mainly due to the sharp increase in the price of lithium salt products compared with the previous year: the average price of battery grade lithium carbonate and lithium hydroxide in the first quarter of 2022 was 400000 yuan / ton and 348000 yuan / ton respectively, with a year-on-year increase of 467% and 492%.
Sinolink Securities Co.Ltd(600109) Securities said that at present, the company has a capacity of 43000 tons of lithium carbonate, 81000 tons of lithium hydroxide and 2150 tons of metal lithium. Capacity under construction: 40000 tons of lithium carbonate in Co salt lake phase I is expected to be put into operation in the second half of the year, and 20000 tons of lithium hydroxide are planned in Sonora phase I. The company plans to form a smelting capacity with a total annual output of 300000 tons of LCE in 25 years, and form a lithium product supply capacity of no less than Shanghai Pudong Development Bank Co.Ltd(600000) tons of LCE in the long term. The growth is worth looking forward to.
The “building materials
Building and building materials, building and building materials, and building materials, the building and building materials sector, the 272727day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the strong pull up of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the 27day of the strong pull up of the strong pull up of the strong pull up of the sector. As of the press release, as for the building sector, the Lakala Payment Co.Ltd(300773) 0077 Shenzhen New Land Tool Planning &Architectural Design Co.Ltd(300778) (I) wait for the daily limit; , . In terms of news, the 11th meeting of the central financial and Economic Commission held on April 26 pointed out that since the 18th CPC National Congress, China has made a number of world leading achievements in major scientific and technological facilities, water conservancy projects, transportation hubs, information infrastructure and national strategic reserves, and the overall level of infrastructure has been improved by leaps and bounds. At the same time, we must recognize that China’s infrastructure does not meet the needs of national development and security. Comprehensively strengthening infrastructure construction is of great significance to ensure national security, unblock China’s big cycle, promote China’s international double cycle, expand domestic demand and promote high-quality development.
The meeting pointed out that we should strengthen the construction of network infrastructure such as transportation, energy and water conservancy, focus on networking, network supplement and chain strengthening, and strive to improve network efficiency. We will accelerate the construction of the main framework of the national comprehensive three-dimensional transportation network, strengthen the planning and construction of coastal and inland ports and waterways, and optimize and upgrade the national water transport facility network. We will develop distributed smart grids, build a number of new green and low-carbon energy bases, and accelerate the improvement of oil and gas pipeline networks. We will accelerate the construction of the main framework and arteries of the national water network, and promote the construction and modernization of key water sources, irrigation areas and flood storage and detention areas. We should strengthen the infrastructure construction of information, science and technology, logistics and other industrial upgrading, layout and build a new generation of supercomputing, cloud computing, artificial intelligence platform, broadband infrastructure and other facilities, promote the layout and construction of major science and technology infrastructure, strengthen the construction of comprehensive transportation hubs and collection and distribution systems, and lay out and build a number of regional airports, general airports and freight airports. We should strengthen the construction of urban infrastructure, create high-quality living space, promote the integration of urban agglomeration transportation, build a convenient and efficient intercity railway network, develop municipal (suburban) railways and urban rail transit, promote the construction of urban comprehensive road transportation system, orderly promote the construction of underground comprehensive corridors, strengthen the construction of urban flood control and drainage, sewage and garbage collection and treatment systems, and strengthen the construction of disaster prevention and mitigation infrastructure, Strengthen the construction of public health emergency facilities, and strengthen the construction of intelligent infrastructure such as intelligent roads, intelligent power supply and intelligent public transportation. We should strengthen the construction of agricultural and rural infrastructure, improve farmland water conservancy facilities, strengthen the construction of high-standard farmland, steadily promote the construction of “four good rural roads”, improve the rural transportation system, accelerate the construction of urban and rural cold chain logistics facilities, implement large-scale water supply projects, strengthen the construction of rural sewage and garbage collection and treatment facilities, and promote agricultural and rural modernization with infrastructure modernization. We should strengthen the construction of national security infrastructure and accelerate the improvement of our ability to deal with extreme situations.
Everbright Securities Company Limited(601788) believed that the meeting verified the determination of the senior management to increase infrastructure investment, and raised the market’s view of “infrastructure as a means to support the short-term economy” to a higher strategic level of “ensuring national security, unblocking China’s great cycle and promoting China’s international double cycle”. The meeting pointed out the main direction of this round of infrastructure investment, namely the construction of water network, road network and energy network. The central level takes the lead in coordination to solve the problems faced by infrastructure: 1) factor review (such as land use index, energy use index, environmental impact assessment, etc.); 2) Source of funds; 3) Inter regional planning coordination and other issues. The solution of the above problems will effectively promote the rapid implementation of infrastructure projects.
Citic Securities Company Limited(600030) said that the high-level emphasized comprehensively strengthening infrastructure construction, and the attitude of moderately advancing capital construction was clearer. From the construction plans of key or major projects in all provinces and the order growth of head construction enterprises, the number of projects that can be landed is sufficient, but factors such as the spread of the epidemic, rainy weather and poor availability of funds in some areas have affected the commencement progress of the project to a certain extent. With the gradual improvement of the epidemic situation and the weather entering a sunny period, there will be better conditions for the steady growth of infrastructure to take effect. The delayed demand of head construction enterprises is expected to be realized as income growth elasticity in the peak season. Maintain the rating of “stronger than the market” in the engineering service industry. \ , 35.
China 3102 expressway service areas have built charging and replacement facilities (with shares)
China Central Television News reported that on April 26, the Ministry of transport released data. At present, 3102 expressway service areas across the country have built charging and replacement infrastructure, and about 13374 charging piles have been built, mainly in the eastern regions such as Beijing Tianjin Hebei, Yangtze River Delta and Pearl River Delta, with relatively low coverage in the western and northeast regions. Recently, the Ministry of transport and the national energy administration and other departments have drafted an action plan to accelerate the construction of charging infrastructure along the highway. At present, the action plan is soliciting opinions from all localities.
Dongguan Securities pointed out that the penetration rate of new energy vehicles continued to rise, driving the development of charging pile industry. Since the second half of 2020, China Shanxi Guoxin Energy Corporation Limited(600617) automobile market has maintained rapid growth. It is estimated that the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles is expected to exceed 5 million by the middle of 2022 and close to 10 million by 2025. With the rapid development of electric vehicle market and the rapid growth of ownership in recent years, the demand for electric vehicle charging is increasing. By the end of 2021, there were 7.84 million Shanxi Guoxin Energy Corporation Limited(600617) cars and 2.617 million charging piles in the whole with a ratio of 3:1. There is still a big gap.
Improving the construction of charging infrastructure will help alleviate consumers’ mileage anxiety about new energy vehicles and support the expansion of new energy vehicle consumption. It is considered that the “last kilometer” of the promotion of electric vehicles is crucial for the promotion of electric vehicles.
The agency believes that the market scale of charging pile will exceed 100 billion yuan. In recent years, the demand for electric vehicles has increased rapidly. The development momentum of new energy vehicles is fierce, and the penetration rate will continue to rise in the future. In order to better support the promotion of new energy vehicles, it is urgent to speed up the construction of supporting infrastructure such as charging piles and power stations. From the perspective of policy driven, the state will set the tone of “steady growth” in 2022. As a series of “new infrastructure”, the investment and construction of charging piles and replacement power stations is expected to become one of the key areas of infrastructure to promote growth in 2022. With policy support, the charging pile industry chain is expected to usher in a new outlet. Equipment manufacturers will benefit from the expansion of charging pile construction scale. It is recommended to pay attention to the core equipment suppliers of charging pile: Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Shenzhen Kstar Science & Technology Co.Ltd(002518) , Shenzhen Sinexcel Electric Co.Ltd(300693) ; Focus on the targets benefiting from the promotion of new energy vehicle power exchange mode: Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shandong Weida Machinery Co.Ltd(002026) ; The rapid growth of new energy vehicle ownership releases huge charging demand. Charging operators will benefit from the profit improvement brought by the improvement of charging pile utilization, and pay attention to the operation leader Qingdao Tgood Electric Co.Ltd(300001) .
