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lithium ore concept is active again Youngy Co.Ltd(002192) , Chengxin Lithium Group Co.Ltd(002240) two connected sectors Sinomine Resource Group Co.Ltd(002738) , etc. soared
Lithium concept stocks were active again in the session on the 28th. As of press time, Youngy Co.Ltd(002192) , Chengxin Lithium Group Co.Ltd(002240) limit, Sinomine Resource Group Co.Ltd(002738) , Jiangxi Special Electric Motor Co.Ltd(002176) , Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Eve Energy Co.Ltd(300014) and other gains were higher.
Up to now, Youngy Co.Ltd(002192) , Chengxin Lithium Group Co.Ltd(002240) have increased the limit for two consecutive trading days Chengxin Lithium Group Co.Ltd(002240) disclosed the report for the first quarter of 2022, which showed 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% Youngy Co.Ltd(002192) disclosed in the first quarter report, 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%.
On the news side, the Australian lithium miner Pilbara conducted the first lithium concentrate auction in 2022 on April 27, Beijing time, with a transaction price of US $5650 / ton Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) data show that the average spot price of spodumene concentrate was 3800 US dollars / ton on April 27. The “sky high price” of US $5650 / ton in Pilbara is far higher than the current market quotation and a record high.
In this regard, Citic Securities Company Limited(600030) pointed out that Pilbara’s third lithium concentrate auction price in October last year was US $2350 / ton, and the auction price increased by 140%. The sharp rise of the auction price shows that the lithium concentrate market still maintains a high prosperity situation of short supply. Since 2022, although lithium miners in Australia have accelerated capacity expansion, shut down and resume production, no effective capacity increment has been formed so far. The capacity expansion of Chinese lithium salt enterprises is fast, and the demand for lithium ore raw materials continues to increase. The tight supply of lithium ore is expected to be alleviated in 2023.
coal sector has risen sharply Shaanxi Coal Industry Company Limited(601225) , China Coal Energy Company Limited(601898) daily limit first quarter net profit increased significantly
The coal sector rose sharply on the 28th. As of press time, Shaanxi Coal Industry Company Limited(601225) , China Coal Energy Company Limited(601898) limit, Shanxi Coal International Energy Group Co.Ltd(600546) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) , Shanxi Coking Coal Energy Group Co.Ltd(000983) , China Shenhua Energy Company Limited(601088) , Yankuang energy, etc. rose ahead.
Shaanxi Coal Industry Company Limited(601225) yesterday’s quarterly report showed that the net profit attributable to shareholders of Listed Companies in the first quarter increased by 68.79% year-on-year China Coal Energy Company Limited(601898) a quarterly report showed that the company achieved a year-on-year increase of 93.1% in net profit attributable to shareholders of Listed Companies in the first quarter.
In terms of industry, recently, the documents released at the national level once again made it clear to strengthen the guarantee of coal safety. The “14th five year plan for modern energy system” issued by the national development and Reform Commission and the national energy administration clearly stipulates to strengthen the guarantee of coal safety. Optimize the layout of coal production capacity, build five coal supply guarantee bases in Shanxi, Western Mongolia, eastern Mongolia, Northern Shaanxi and Xinjiang, improve the cross regional transportation channel and collection and distribution system of coal, and enhance the cross regional supply guarantee capacity of coal.
Guotai Junan Securities Co.Ltd(601211) Securities said that affected by the epidemic, the market’s macroeconomic expectations weakened. In March 2022, the year-on-year growth rate of power consumption in the secondary and tertiary industries was only 2.3% and 4.0%, and the cumulative year-on-year growth rate from January to march was 3.0% and 6.2%, down from 3.4% and 7.2% from January to February. Combined with the continuous recurrence of the national epidemic after April, it is expected that the data in April will continue to decline further. As the most upstream energy and resource products, the coal sector, There are concerns about weakening demand under the downward pressure of the economy. With the increase of economic pressure, it is expected that the counter cyclical regulation policy will be further strengthened. After the successful control of the follow-up epidemic, the country may usher in a large-scale resumption of work and production in May, driving the significant increase of industrial power consumption and the rapid increase of steel production. After June, the residential power market will gradually enter the peak season, further stimulating the demand for coal.
In addition, the conflict in the external situation affects the global energy pattern, and the increase in Europe’s alternative demand for coal will continue to push up the global coal price. After the sharp increase in the benchmark price of Indonesian thermal coal HbA in April, it is estimated that the corresponding price of China’s arrival in Hong Kong is 1925 yuan / ton, and the high price difference will further inhibit the enthusiasm of import and support China’s coal price.
The agency said that China Shenhua Energy Company Limited(601088) has paid dividends for two consecutive years and exceeded the expected quarterly report of the sector. The market has re recognized the dividend paying ability and profit releasing ability of coal. Recommendations: 1) the main line of the whole year: high dividend, green power transformation, growth coal chemical industry, China Shenhua Energy Company Limited(601088) / Pingdingshan Tianan Coal Mining Co.Ltd(601666) / Yankuang energy, Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) / power investment energy, China Xuyang group / Ningxia Baofeng Energy Group Co.Ltd(600989) ; 2) Sitting on overseas coal resources: Yankuang energy; 3) High quality elastic Enterprises: ‘ Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) yes.
re welcome policy assistance warehouse and logistics sector outbreak Shanghai Ace Investment&Development Co.Ltd(603329) and other daily limit
The warehousing and logistics sector rose strongly on the 28th day. As of press time, Shanghai Ace Investment&Development Co.Ltd(603329) , Nanjing Inform Storage Equipment (Group) Co.Ltd(603066) limit, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , Beijing Changjiu Logistics Corp(603569) , China Master Logistics Co.Ltd(603967) , Eternal Asia Supply Chain Management Ltd(002183) and other gains were ahead.
On the news side, the executive meeting of the State Council held yesterday pointed out that transportation and logistics is the meridian of the market economy and an important support for the protection of people’s livelihood. In view of the recent logistics obstruction in some areas, the State Council has established a working mechanism. We should coordinate epidemic prevention and control and ensure smooth logistics supply, strengthen departmental coordination and cross regional linkage, and smooth international logistics in China.
First, we should ensure the efficient operation of the transportation backbone network. Urge highway toll stations and service areas to be fully opened, dredge the collection and distribution of airports and ports, and support platform, express and other enterprises to increase transport capacity.
Second, we should open up the logistics microcirculation. Promote the orderly resumption of operation of express and other outlets closed due to the epidemic and the return of couriers. Ensure the smooth flow of rural roads and the Shenzhen Agricultural Products Group Co.Ltd(000061) transportation of agricultural materials.
Third, we should strengthen logistics support for key regions, industries and enterprises. Make full use of emergency material transfer stations and implement non-contact connection to ensure the transportation of people’s livelihood materials, goods of key enterprises in the industrial chain supply chain, import and export products, etc. Fourth, we should strengthen assistance to freight operators. From May 1 to the end of the year, the qualified income from express delivery service will be exempted from value-added tax. Launch 100 billion yuan of refinancing as soon as possible to support the financing of transportation, logistics and warehousing industries. Reasonably support the extension of auto loan repayment. Fifth, we should ensure that vehicle passes should be issued as soon as possible, applied and handled quickly, and recognized by each other throughout the country. Promote free nucleic acid and antigen detection for truck drivers during transportation.
Zheshang Securities Co.Ltd(601878) believes that vigorously developing the logistics industry and promoting the cost reduction and efficiency increase of logistics in the whole society is an important link in the construction of modern circulation network. Breaking through the blocking points and breaking the local protection and market segmentation will help the smooth flow of commodity factor resources in a wider range. For the logistics industry, it means the further expansion of market space and the reduction of operating costs.
industrial machine concept rises Hunan Yujing Machinery Co.Ltd(002943) and other daily limits industrial chain is expected to continue
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The data show that under the joint catalysis of full orders, product price increase and capacity improvement, the performance of Listed Companies in the machine tool industry chain in the first quarter of this year continued the high momentum of last year.
the first quarter report of 2022 disclosed on Hunan Yujing Machinery Co.Ltd(002943) 26 shows that during the reporting period, the company achieved an operating revenue of 184 million yuan, a year-on-year increase of 134.86%; The net profit attributable to the listed company was 18.36 million yuan, an increase of 17.39% year-on-year; Non net profit deducted increased by 7716% year-on-year.
Ningbo Haitian Precision Machinery Co.Ltd(601882) the first quarterly report shows that the company achieved an operating revenue of 706 million yuan in the first quarter, with a year-on-year increase of 30.87%; The net profit attributable to the owners of the parent company was 110 million yuan, a year-on-year increase of 77.5%, and the net profit in a single quarter hit a record high.
Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) the first quarterly report shows that the company achieved an operating revenue of 1.292 billion yuan in the first quarter, a year-on-year increase of 13.33%; The net profit attributable to shareholders of listed companies was 168 million yuan, a year-on-year increase of 25.17%.
Est Tools Co.Ltd(300488) the first quarterly report shows that the company achieved an operating revenue of 117 million yuan in the first quarter, with a year-on-year increase of 21.17%; The net profit attributable to shareholders of listed companies was 292152 million yuan, a year-on-year increase of 40.82%.
Some analysts pointed out that driven by policy support, renewal cycle and other factors, machine tool industry chain enterprises are expected to usher in a golden period of development.
Soochow Securities Co.Ltd(601555) believes that driven by the renewal cycle of the machine tool industry, the annual renewal demand is expected to reach 100 billion in the next four years. At the same time, domestic head brands such as Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Beijing Jingdiao, Ningbo Haitian Precision Machinery Co.Ltd(601882) and Ningbo Haitian Precision Machinery Co.Ltd(601882) are gradually in the forefront of the market. With the further highlighting of domestic leading technology and cost performance advantages, it is expected to stand out in this round of cycle, and the flexibility of leading performance can be expected under the scale effect.
Huachuang Securities said that the sales of domestic medium and high-end CNC machine tools are expected to increase in the next few years under the background of stock renewal, import substitution and the prosperity of downstream industries.
new medical infrastructure can not be ignored regional medical center construction will cover all provinces (with shares)
The national development and Reform Commission and other three departments issued the notice on orderly expanding the construction work plan of national regional medical centers. By the end of 2022, the national planning and layout will be basically completed, and the construction of national regional medical centers will strive to cover all provinces in the country.
Since 2021, China’s provinces and cities have issued a number of hospital construction plans, such as Shenzhen, Xi’an, Suzhou and other places. According to the tracking of multiple third-party data, the relevant infrastructure volume has increased significantly in 2021. The 14th five year plan calls for 7.4-7.5 beds for 1000 people by 2025, and there is still a shortage of 1.316-1.456 million beds. According to the calculation of financial expenditure and the planned number of hospitals, the market capacity of new medical infrastructure is nearly trillion, and relevant companies will usher in a business cycle.
Statistics show that among relevant listed companies: Winning Health Technology Group Co.Ltd(300253) is the enterprise with the largest market share of hospital core management system in China, and relevant products can meet the diversified needs of different types of customers such as large and medium-sized single hospitals, regional medical centers and grass-roots medical institutions Strait Innovation Internet Co.Ltd(300300) smart medical service is a development model of building a regional in-depth medical consortium by taking Internet medical as the core, connecting medium and grass-roots medical scenes as the link, and driving industrial ecology with new technology and data as the means.
