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the 14th five year plan for the development of digital economy issued the concept of digital currency
Boosted by favorable policies, digital currency, information security, cloud computing and other sectors rose collectively. As of press time, in terms of the concept of digital currency, Synthesis Electronic Technology Co.Ltd(300479) , Beijing Cuiwei Tower Co.Ltd(603123) limit, Shenzhen Emperor Technology Company Limited(300546) , Newcapec Electronics Co.Ltd(300248) , Beijing Advanced Digital Technology Co.Ltd(300541) and other gains were ahead; In terms of cloud computing concept, Shenzhen Asia Link Technology Development Co.Ltd(002316) , Tianjin Futong Information Science&Technology Co.Ltd(000836) limit.
On the news front, the State Council issued the “14th five year plan” for the development of digital economy, proposing that by 2025, the digital economy will move towards a period of comprehensive expansion, the added value of the core industries of the digital economy will account for 10% of GDP, the ability of digital innovation to lead development will be greatly improved, the level of intelligence will be significantly enhanced, and remarkable results have been achieved in the integration of digital technology and the real economy, The digital economy governance system has been improved, and the competitiveness and influence of China’s digital economy have been steadily improved. Looking forward to 2035, the digital economy will move towards a period of prosperity and maturity, and strive to form a unified, fair, orderly competition, mature and complete modern market system of digital economy. The development foundation of digital economy and the development level of industrial system rank among the top in the world.
In the key task of “accelerating the promotion of digital industrialization”, the plan clearly proposes to target strategic and forward-looking fields such as sensors, quantum information, network communication, integrated circuits, key software, big data, artificial intelligence, blockchain and new materials, and give full play to the advantages of China’s socialist system, new national system and super large-scale market, Improve the basic R & D capacity of digital technology. In the “digital technology innovation breakthrough project”, it is emphasized to optimize and innovate the organizational methods such as “being the leader”, focus on breaking through the key core technologies in the fields of high-end chips, operating systems, industrial software, core algorithms and frameworks, and strengthen the integrated R & D of key technologies of general-purpose processors, cloud computing systems and software. The “digital technology innovation breakthrough project” covers basic software and hardware such as chips, operating systems and algorithms, innovative technologies such as cloud computing, big data, artificial intelligence and edge computing, as well as cutting-edge technologies such as quantum information, brain like intelligence and third-generation semiconductors.
Ping An Securities pointed out that since the fourth quarter of 2021, relevant plans for digital economy have been continuously issued to support and guide the leapfrog development of digital economy through key projects, special projects, finance, taxation and other supporting measures. During the “14th five year plan” period, investment in infrastructure areas such as 5g and fixed line broadband will be promoted in an orderly manner, and the layout of data centers will be optimized; The level of digital industrialization continues to improve, the localization of integrated circuits, operating systems, industrial software and other fields is expected to accelerate, and the supply chain integrity of key industries such as 5g, integrated circuits, new energy vehicles, artificial intelligence and industrial Internet will be improved; Industrial digitization also faces great opportunities, and the digital transformation in manufacturing, agriculture, commerce, logistics, finance and energy will be accelerated. At the same time, the demand for information security products and services will also maintain rapid growth. Strongly recommend Thunder Software Technology Co.Ltd(300496) , Glodon Company Limited(002410) , Venustech Group Inc(002439) , recommend Yonyou Network Technology Co.Ltd(600588) , Iflytek Co.Ltd(002230) , Beijing Kingsoft Office Software Inc(688111) , Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) and Hundsun Technologies Inc(600570) , and pay attention to Yusys Technologies Co.Ltd(300674) .
the real estate sector rose, and the trading policy of many low-cost stocks was warmer, which promoted the improvement of valuation
The real estate sector rose on the 13th, and many low-cost stocks rose sharply. As of press time, Jinan High-Tech Development Co.Ltd(600807) , Beijing Dalong Weiye Real Estate Development Co.Ltd(600159) , Macrolink Culturaltainment Development Co.Ltd(000620) and Chongqingyukaifaco.Ltd(000514) , China Calxon Group Co.Ltd(000918) , Tianjin Tianbao Infrastructure Co.Ltd(000965) have risen by the limit, with outstanding performance.
According to the data, in December 2021, the sales area of new houses in 30 cities increased by – 22.79% year-on-year and 16.16% month on month. In terms of the first, second and third tier cities, the year-on-year increase in the transaction area of the first, second and third tier cities in December was – 20.56%, – 9.52% and – 45.30% respectively; On a month on month basis, the first, second and third tier growth rates were 12.44%, 27.29% and – 1.78% respectively.
Galaxy Securities believes that from the current policy statement, the support from the demand and supply side has been strengthened to support the fundamentals of “stall”. However, considering that it takes time to digest risk events and restore house purchase confidence, the recovery of sales will take longer than before, and it is expected to stabilize in the second quarter of next year, The year-on-year growth rate of national commercial housing sales in 22 years was about – 7.7%.
Since September, the policy’s attitude towards real estate has been consistent and warm. Galaxy Securities believes that the end of the policy has passed, and the implementation of the policy in the future has the following aspects: 1) the tone of “housing without speculation” remains unchanged, and the “big water release” easing is difficult to reproduce; 2) Strengthen credit support for the first and improved houses, or one city and one policy in terms of down payment ratio, interest rate, house purchase rules, etc; 3) Strengthen financing support for real estate enterprises; 4) All localities have greater autonomy in policy adjustment. In the future, the “limit rise” and “limit fall” will go hand in hand, and the “regulation” and “adjustment” will go hand in hand.
The agency said that at present, it is in the combination of “bottom of fundamentals” + “bottom of policy”, and the policy is gradually transitioning from the credit end to the demand end. The key factors that previously suppressed the valuation have been mitigated. At present, the characteristics of “undervalued value, low position and high dividend” of the sector have sufficient security margin and flexibility, and the first quarter of this year is the best window period for configuration. In the medium and long term, under the expectation of increased concentration and stable profits, the “three good real estate enterprises” with excellent management, smooth financing and diversified development will enjoy a higher valuation premium. It is suggested to pay attention to the leading stocks in the high-quality housing development industry: China Vanke Co.Ltd(000002) , Poly Real estate, Gemdale Corporation(600383) , China Merchants Shekou Industrial Zone Holdings Co.Ltd(001979) , Seazen Holdings Co.Ltd(601155) , Jinke Property Group Co.Ltd(000656) ; It is suggested to pay attention to high-quality property management companies: China Merchants Property Operation & Service Co.Ltd(001914) , country garden service, China Resources Vientiane life, Xuhui Yongsheng service, Jinke service, New Dazheng Property Group Co.Ltd(002968) .
the concept of prefabricated dishes became the “new favorite” of the market, and many stocks continued to rise by the limit
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.
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.
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.
Debang securities research report pointed out that the catering supply chain market scale exceeds trillion, and there is a huge market space to be tapped. We are optimistic about the long-term development prospect of the prefabricated food industry. With the in-depth development of the industry, the relevant enterprises in the upstream of the prefabricated food and catering supply chain still have strong investment opportunities.
Shanxi Securities Co.Ltd(002500) said that prefabricated dishes that can ensure the taste of dishes are the first choice for family cooking. It is suggested to pay attention to the specialized production enterprises of prefabricated vegetables Suzhou Weizhixiang Food Co.Ltd(605089) ; Involved in semi-finished food and beverage enterprises Guangzhou Restaurant Group Company Limited(603043) , Tongqinglou Catering Co.Ltd(605108) ; Enterprises with food manufacturing business Fu Jian Anjoy Foods Co.Ltd(603345) , Zhongyin Babi Food Co.Ltd(605338) , Longda food. Considering the competitiveness, Huachuang securities recommends paying attention to the old brand quick-frozen leader Fu Jian Anjoy Foods Co.Ltd(603345) . Debon securities recommends Zhengzhou Qianweiyangchu Food Co.Ltd(001215) as the leader of the upstream supply chain of prefabricated vegetables.
obtained 10 times of overseas 2 billion orders Andon Health Co.Ltd(002432) big bull stocks Andon Health Co.Ltd(002432) raised the limit again to a new high, and the company warned of risk
The 10 times Bull Stock Andon Health Co.Ltd(002432) (002432) opened on January 13 and rose by the limit. As of press time, the stock was reported at 68.44 yuan, setting a new record high. It is worth noting that the stock has risen more than 10 times since its low point in early November 2011, with a current market value of 32.8 billion yuan.
Andon Health Co.Ltd(002432) it was announced yesterday that the order for ihealth covid-19 antigen home self-test OTC kit received by the U.S. subsidiary from New York and Massachusetts was effective on the day of receipt of the order (local time); The sales contract of ihealth kit signed with the Department of health of New York state of the United States shall enter into force on January 10, 2022 local time.
The announcement pointed out that the U.S. subsidiary received two purchase orders for ihealth test kits from the New York State Department of health and the New York State non-profit organization health research incorporated on December 21, 2021 local time, The order amount is US $25.08 million (including freight) and US $40.23 million (including freight), respectively. The total order amount is US $65.31 million (including freight), about 415 million yuan.
On the same day, the company issued a risk reminder again, including: the rationality risk of the valuation model: the sales of the company’s kit products are highly related to the development of the epidemic, and the trend of the epidemic is difficult to predict. Therefore, it is difficult to predict the long-term impact of the product on the company’s fundamentals. Investors are reminded to pay attention to the rationality of the stock price combined with their own valuation model, And there are many factors affecting the stock price of the secondary market. Investors should pay attention to investment risks and invest rationally.
the Ministry of industry and information technology promotes the intelligent Internet connected vehicle development agency, which believes that the vehicle road coordination market will reach trillion
The Ministry of industry and information technology said on January 12 that it would spare no effort to maintain the stable and healthy operation of the automobile industry, strengthen the development of new energy vehicles and intelligent networked vehicles, and strive to improve the stability and competitiveness of the industrial chain supply chain.
Boc International (China) Co.Ltd(601696) according to the research, vehicle road coordination is expected to be implemented on a large scale in China in 2030, and it is roughly estimated that the Chinese market will reach trillion. China has grasped the first mover advantage in intelligent driving. The c-v2x standard set up by China is the mainstream of the development of intelligent driving in the world. At present, c-v2x is in the commercial landing stage. The low delay and high speed of 5g is the key to ensure the full implementation of intelligent driving. With the laying of 5g base station, the commercial speed of intelligent driving scale has been accelerated.
The Internet of vehicles can improve driving safety and travel effectiveness. At the same time, the hardware of the Internet of vehicles drives the development of the market. It is the second largest Internet Ecology and service integration after mobile phones. In terms of supply, China has c-v2x core technology and patents, which are equally shared with Europe, America and other countries. C-v2x has a complete industrial chain layout. From communication chips, communication modules, terminals to vehicles, safety monitoring and operation services, Chinese manufacturers have a key layout.
Boc International (China) Co.Ltd(601696) it is estimated that by 2030, the market scale of vehicle end hardware equipment can reach 4 trillion yuan and the market scale of road end hardware equipment can reach 140 billion yuan. In terms of infrastructure construction and software application, it has reached trillion; The development of other industries is unpredictable. China can provide high-quality products in the whole industry chain and grasp the core patents. Therefore, China is still in an absolute dominant position in the international vehicle road coordination market. It is recommended to pay attention to, Fibocom Wireless Inc(300638) , Gosuncn Technology Group Co.Ltd(300098) , Quectel Wireless Solutions Co.Ltd(603236) , Shanghai Huace Navigation Technology Ltd(300627) , Streamax Technology Co.Ltd(002970) , Hangzhou Hopechart Iot Technology Co.Ltd(688288) .
printing and distributing the national planting industry development plan in the 14th five year plan to tackle key core technologies of seed sources (with shares)
The Ministry of agriculture and rural areas recently issued the national planting industry development plan for the 14th five year plan. It is proposed that by 2025, the modernization of the national planting industry will make significant progress, the guarantee capacity of important Shenzhen Agricultural Products Group Co.Ltd(000061) supplies such as grain will be significantly improved, the supply of green and high-quality Shenzhen Agricultural Products Group Co.Ltd(000061) will be significantly increased, the green transformation of production mode has made significant progress, and the quality, efficiency and competitiveness of the planting industry will be continuously enhanced. The plan also proposes to promote the revitalization of the seed industry. Strengthen the general survey and collection of grain crop germplasm resources, carry out accurate identification and evaluation, build a national long-term database of crop germplasm resources, and encourage the introduction of excellent germplasm resources. Implement the system of “exposing the list and taking the lead” and carry out key core technology research of seed sources. We will implement a new round of joint research on improved varieties and accelerate the cultivation and promotion of breakthrough new varieties.
Dongxing Securities Corporation Limited(601198) believes that since the end of 2020, with food security and seed industry revitalization gradually becoming the focus of China’s agricultural policy, a series of seed industry related policies have been issued one after another, China’s seed industry has entered a new stage, and the development environment of leading seed enterprises has been greatly improved. In the policy intensive period at the end of the year and the beginning of the year, food security and seed industry issues are expected to continue to receive policy attention. It is recommended to pay attention to the relevant targets of seed industry under the joint action of Shenzhen Agricultural Products Group Co.Ltd(000061) expected price increase and policy catalysis, and it is recommended to pay attention to Beijing Dabeinong Technology Group Co.Ltd(002385) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) with technical reserves and first mover advantages in transgenic seed industry.
