Approaching the Spring Festival, the epidemic situation across the country is tense again, and many people want to celebrate the new year on the spot.
Around this theme, the related concepts of prefabricated dishes and covid-19 detection continued to strengthen in the morning of the 13th; The new energy sector continues to be in the adjustment market of “killing valuation”.
On January 13, the Shanghai and Shenzhen stock index made a shock correction in the morning, Contemporary Amperex Technology Co.Limited(300750) once rose 3% and made the gem index red. The turnover in the big market was 685.3 billion yuan, compared with 650.4 billion yuan in the same period last day.
On the disk, in terms of industry, coal, oil and gas and digital currency sectors strengthened, Shanxi Coking Coal Energy Group Co.Ltd(000983) once rose by the limit, Petrochina Company Limited(601857) rose by more than 3% due to good performance, China Petroleum & Chemical Corporation(600028) followed.
Vaccine, rare earth, Saline Lake lithium and Baijiu plate adjustment, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) fell 2% over the same period, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) and Tianqi Lithium Corporation(002466) have declined.
The Shanghai index fell 0.31% in midday trading and the gem index fell 0.36%. The net sales of northbound funds exceeded 500 million yuan. Xinghui environmental materials landed on the gem today and broke at the opening, falling 9.5% in half a day.
prefabricated vegetables become the “new favorite” of the market
set off another limit tide
On the morning of January 13, the concept of prefabricated dishes broke out again. As of press time, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Xi’An Catering Co.Ltd(000721) , Haixin Foods Co.Ltd(002702) , Tongqinglou Catering Co.Ltd(605108) and many other stocks had their daily limit, and most of them had their daily limit for the second consecutive trading day. The whole sector index rose more than 4%, ranking first in the industry.
On the news, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) announced on January 11 that it would cooperate with HEMA to jointly carry out in-depth development and market promotion of prefabricated dishes of aquatic products such as shrimp, tilapia and crayfish; On the same day Shandong Delisi Food Co.Ltd(002330) , it was announced in the investor relations activity record that in 2020, the volume of prefabricated vegetables (excluding low-temperature meat products) in a narrow sense had reached more than 400 million, and the revenue grew rapidly in 2021. It is estimated that the revenue of prefabricated vegetables in 2022 will be about 1.2 billion yuan.
In addition to Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , many listed companies are also arranging the field of prefabricated vegetables. Hunan Xiangjia Animal Husbandry Company Limited(002982) in the investor relations activity record disclosed on December 24, 2021, it is mentioned that the development of cooked food and prefabricated dishes is not only a further extension of the company’s industrial chain, but also a trend of the future development of the industry; Shandong Delisi Food Co.Ltd(002330) in the record of investor relations activities disclosed on January 11, 2022, it is pointed out that the company’s Prefabricated vegetable business accounts for 7:3 at end B and end C.
Longda food said on the interactive easy platform that the company has carried out prefabricated product business for many years and has developed well. There are more than 100 kinds of prefabricated products. As of January 5, the annual sales of prefabricated products provided by the company for a single catering customer had exceeded 100 million yuan. Chen Ke Ming Food Manufacturing Co.Ltd(002661) on the interactive easy platform, the company is currently carrying out research on the prefabricated vegetable industry.
Kaiyuan Securities believes that from the B end, prefabricated dishes can effectively reduce the rent, raw materials, labor and other costs of catering enterprises, ensure the consistency of chain catering products, and have high operation efficiency; From the C-end, the prefabricated dishes have high cost performance and good taste, which can effectively reduce the cooking burden of consumers and improve the quality of life. At present, the industry has obvious regional characteristics, the competition pattern is scattered, and it is still in the stage of horse racing and enclosure.
100000 investors earned
Andon Health Co.Ltd(002432) opening limit
On January 13, Andon Health Co.Ltd(002432) rose again to close at 68.44 yuan. The share price has risen more than 10 times since November last year.
In order to express their love for Andon Health Co.Ltd(002432) , investors even began to write poems for it.
On the news, on January 12, Andon Health Co.Ltd(002432) released the announcement on signing major contracts for daily operation and obtaining orders for the company’s U.S. subsidiaries.
According to the announcement, Andon Health Co.Ltd(002432) U.S. subsidiary and the Department of health of New York state signed the sales contract on January 10, 2022 local time to sell ihealth kit products to the Department of health of New York state; The U.S. subsidiary received the purchase order for ihealth kit from the Department of health of New York State on December 21, 2021 local time; The U.S. subsidiary obtained the purchase order from the Executive Office of the federal and Department of health and human services of Massachusetts from December 3, 2021 to January 5, 2022 local time. The U.S. subsidiary sold ihealth kits to the Executive Office of the federal and Department of health and human services of Massachusetts.
According to the announcement, Andon Health Co.Ltd(002432) the cumulative amount of orders and contracts between the U.S. subsidiary and the Department of health of New York is US $185 million (about RMB 1.179 billion), and the cumulative amount of orders with the Executive Office of the Federal Department of health and human services of Massachusetts is US $148 million (about RMB 944 million).
Just before Andon Health Co.Ltd(002432) released the major business contracts signed by the U.S. subsidiary, the Shenzhen Stock Exchange just sent a letter of concern to the company on January 12, asking Andon Health Co.Ltd(002432) to explain whether the disclosure is cautious and objective, and whether there are exaggerated publicity and misleading tips to cater to the hot market concepts and hype the stock price. Today’s concern letter is the fourth concern letter received by the company since November last year.
Although the attention letters of Shenzhen Stock Exchange kept sending, they still couldn’t resist the enthusiasm of investors’ friends to rush forward.
As of December 10, 2021, Andon Health Co.Ltd(002432) had more than 100000 shareholders, an increase of more than 40000 compared with two months ago. Since December, the share price of Andon Health Co.Ltd(002432) has also soared more than three times.
20 billion A-Shares flash crash limit
On January 13, Xi’An International Medical Investment Company Limited(000516) crashed to the limit, and the share price has been falling continuously since the abortion of pregnant women in Xi’an. At present, the total market value is about 19 billion.
On the news side, Xi’an Municipal Health Committee issued a notice at about 10 a.m. on the 13th that Xi’an high tech hospital and Xi’an Xi’An International Medical Investment Company Limited(000516) central hospital will be closed for rectification for three months from now, and will reopen after the rectification is qualified at the expiration of the period.
Xi\’an high tech hospital is the hospital involved in the previous Xi\’an “abortion of pregnant women” incident, and it is also the hospital of the listed company Xi’An International Medical Investment Company Limited(000516) .
opening 12 minutes
Asia’s largest cruise line plunged by more than 50%
In early trading on the 13th, Genting Hong Kong, Asia’s largest cruise company
After the resumption of trading, the stock price plunged 53.74% only 12 minutes after the opening. The stock price hit a new low since May 2021, with the latest market value of about HK $3 billion.
The company issued a resumption announcement that it does not guarantee that it can fulfill its due financial responsibilities under the Mecklenburg former pomori state financing arrangement.
The court will make a ruling on the legal procedure for withdrawing the standby financing of Meiqian state on January 17, German time. The company has not received the notice of creditors demanding repayment or bringing a lawsuit against the company in accordance with the terms of their respective financing arrangements; It was unclear whether any creditors would choose to do so. The company is continuing discussions with correspondent banks, Dream Cruise Holdings’ shareholder partners and professional consultants to assess the options available.
On January 10, the German shipyard in Yunding Hong Kong officially filed for bankruptcy.
According to foreign media reports, Yunding Hong Kong and German state officials failed to reach an agreement on the terms of government loans in the last-minute talks, and its German shipyard MV werten group and Lloyd weft in Bremen port have filed for bankruptcy.
Affected by the epidemic, at the beginning of 2020, Yunding Hong Kong Cruise fleet was suspended almost all the way, resulting in serious losses. In addition to the suspension of cruise ships, Yunding Hong Kong
MV werten group, a subsidiary of the company, also temporarily suspended its operation in late March 2020 due to the epidemic. In June 2020, MV werten received € 175 million in emergency financial assistance from 17 banks to provide short-term assistance to MV werten and pay suppliers. In October 2020, MV werften received another 193 million euro transition loan from the German economic stability fund to complete the construction of “crystal endeavor”, the world’s largest professional polar exploration postal ship in Yunding Hong Kong. The cruise ship was delivered and set sail in July 2021.
According to foreign media reports, the main reason for the deadlock in MV werten’s bankruptcy application is that the German federal government insists on requiring Yunding Hong Kong to provide relevant funds and financial guarantees. Last week, it was reported that the German government would provide 600 million euros (about US $675 million) to maintain the operation of MV werten, but the condition was that Yunding company was required to provide 20% of the value of supporting loans, and its first “global” cruise ship “global dream” under construction also needed to be used as loan collateral.
According to German media reports, the government has proposed to reduce the participation fund of Yunding Hong Kong to 60 million euros, and Yunding Hong Kong initially provided us $30 million, which is enough to obtain part of the loan they tried to withdraw in December, followed by Yunding Hong Kong
It was proposed to increase its participation fund to US $45 million, but the two sides failed to reach an agreement in the end.
At present, MV werften has applied for bankruptcy to the shiweilin district court.
Lloyd werft, which also belongs to Genting Hong Kong, filed for bankruptcy on Monday. The shipyard was once a major maintenance site for the cruise industry.
future strategy
Theme strategy of eight securities companies: what is the “prefabricated food” for strengthening? Please keep this “menu” of the industrial chain
Free research report selection: the first quarter is the best window period for configuration! Real estate stock opportunity? “Coal crazy” and ready to move?
Andon Health Co.Ltd(002432) continue to be a demon! The digital currency sector has also ushered in an amazing scene! Synthesis Electronic Technology Co.Ltd(300479) soaring “20cm” limit
