Today (January 14), A-Shares differentiated, the Shanghai index hit a new low in nearly two months, and the gem index opened low and went high to rebound. On the disk, in terms of industries, medical devices, traditional Chinese medicine, medical services, semiconductors, auto parts, batteries and other industries led the increase, while coal, oil, banking, real estate, port shipping, gas and other industries led the decline. In terms of subject stocks, in vitro diagnosis, longevity drugs, exclusive drugs, Helicobacter pylori and traditional Chinese medicine concepts led the rise; Losses were led by underground pipe network, combustible ice, shale gas and rental and sale rights.
Andon Health Co.Ltd(002432) won a heavy order of RMB 8.1 billion. The covid-19 detection concept wildly raised the tide of limit trading, and the main force added positions in these stocks
On Friday afternoon, pharmaceutical stocks continued to rise, and the pharmaceutical sector led by covid-19 detection and assisted reproduction dominated the list of gains. Among them, the performance of covid-19 detection concept stocks is particularly outstanding. As of press time, Medicalsystem Biotechnology Co.Ltd(300439) , Hangzhou Alltest Biotech Co.Ltd(688606) , Asahi biology, Zhejiang Orient Gene Biotech Co.Ltd(688298) all recorded a 20% limit, more than 20 stocks increased by more than 10%, and Andon Health Co.Ltd(002432) recorded four boards.
On the news front, Andon Health Co.Ltd(002432) also announced this morning that the US subsidiary and the US ACC signed a purchase contract on January 13, 2022 local time to sell ihealth kit products to them. The total contract price tax is US $1.275 billion (including freight), about RMB 8.102 billion (the central rate of us dollar to RMB exchange rate on January 13, 2022 = US $1 = RMB 63542), It has exceeded 50% of the company’s audited main business income in 2020 (RMB 1.004 billion).
Haitong Securities Company Limited(600837) said that due to the severe overseas epidemic, the global demand for covid-19 virus detection kit surged. After nearly two years of fierce market competition, China’s export of covid-19 testing reagent shows a trend of concentrating on advantageous enterprises.
According to the Research Report of Anxin securities, considering that the United States is currently the market with the largest increase in covid-19 detection in the world, and local brands such as Abbott are out of stock, Chinese manufacturers that have been approved or will be approved in the United States are expected to gain considerable performance flexibility in this round of epidemic.
prefabricated dishes detonated concept stocks, and many institutions shouted the rise of trillion racetracks!
The announcement shows that a number of listed companies are actively embracing the “track” of prefabricated dishes and occupying the market with rapid layout. Li Zhong introduced that the comprehensive strategic cooperation between Zhanjiang Guolian Aquatic Products Co.Ltd(300094) and HEMA will form a very good synergistic and complementary effect. According to the strategic cooperation agreement, HEMA will import all kinds of Zhanjiang Guolian Aquatic Products Co.Ltd(300094) prefabricated vegetable products into its own Wuxi Online Offline Communication Information Technology Co.Ltd(300959) channel, which can directly reach C-end consumers and directly improve sales.
Shandong Delisi Food Co.Ltd(002330) announced that in 2020 and the first three quarters of 2021, the operating revenue of the company’s Prefabricated dishes related products accounted for about 11.22% and 9.79% of the company’s overall operating revenue respectively. In the first three quarters of 2021, the gross profit margin and net profit margin of prefabricated vegetable related products were about 20% and 2.78% respectively.
The popularity of the concept of prefabricated vegetables in the stock market has also attracted the attention of institutions. Many institutions quickly launched in-depth reports on prefabricated dishes, and some even shouted the rise of trillion tracks. East Asia Qianhai Securities said that as a standardized and large-scale product, prefabricated dishes are convenient, diverse and healthy, which can solve the pain points of group meals. Therefore, in the context of the rapid growth of the group meal market, the prefabricated vegetable industry can take advantage of this east wind to achieve rapid development.
Huaxin Securities Research Report believes that the current lazy house economy promotes the rapid development of the prefabricated vegetable industry. Chinese households are increasingly dependent on industrialized food production and socialized supply. Prefabricated vegetables cater to the lifestyle of young consumer groups under the fast-paced life. In China’s catering market in the future, prefabricated dishes have large market space and growth potential. With the in-depth development of the industry, prefabricated dishes and related enterprises upstream of the catering supply chain still have strong investment opportunities.
the development of virtual digital people has accelerated, and many banks have announced “creating people”
At present, virtual digital people are in the limelight. Recently, “Cui Xiaopan”, Vanke’s first digital employee, won the “best newcomer” award, which has become a topic of concern in the industry. Subsequently, the news of virtual human, holography, AR and other technologies or their extensive use at the opening ceremony of the Beijing Winter Olympic Games aroused extensive discussion in the industry.
Thanks to the iterative advancement of technology and the support of Internet giants, virtual human has emerged in the business stage and is expected to become the first industry in the meta universe industrial chain to develop rapidly and generate income on a large scale. According to the in-depth industry report of virtual digital human, it is estimated that the overall market scale of Chinese virtual human will reach 270 billion yuan by 2030.
Yu Baicheng, President of zero one research institute, told reporters that the first thing for virtual digital employees is to automate business processes, reduce costs and increase efficiency, and many repetitive human work will be replaced. The virtual digital human is a more intelligent and visualized digital employee, which plays a role in brand communication, marketing and user stickiness. At present, the virtual digital human industry has entered an accelerated period.
Yu Jianing, executive director of yuancosmos Industry Committee of China Mobile Communications Federation, told reporters that digital people and digital employees will have broader development space in the direction of “intelligence” in the future. However, at present, there are still some technologies to be broken through, and there is no obvious gap in the technological leadership of artificial intelligence enterprises among enterprises. Therefore, with the accelerated application of 5g and the gradual arrival of 6G, the application and coverage of virtual digital human will enter the stage of magnitude development.
pork prices have fallen by nearly 60% since the high point. When will the inflection point of the pig cycle come? The performance of these companies is expected to reverse
After the sharp decline in pig prices, breeding enterprises suffered large losses, but the industry concentration also increased. The leading enterprises expanded against the trend and occupied a certain market share.
Statistics show that there are five companies with year-on-year growth in the net profit of the third quarterly report in 2021, namely Guangdong Guanghong Holdings Co.Ltd(000529) , Shandong Delisi Food Co.Ltd(002330) , Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) , Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , of which the net profit of the third quarterly report of new shares Leshan Giantstar Farming&Husbandry Corporation Limited(603477) 2021 is 203 million yuan, and the net profit of 2021 is 269 million yuan, less than half of the former in the same period of 2020.
In addition, among the above five shares, including Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , the net profit of three companies in the first three quarters exceeded that of the whole year of 2020, namely Shandong Delisi Food Co.Ltd(002330) , Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) , Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) , of which Shandong Yisheng Livestock & Poultry Breeding Co.Ltd(002458) owned the breeding and sales business of breeding pigs and Commercial Pigs, and the pig revenue accounted for 9% of the company’s total revenue in 2017.
folding screen mobile phones are in short supply. Institutions suggest paying attention to the incremental links of the supply chain
It is reported that through interviews and investigations, it is found that although the current folding screen mobile phone technology and mass production capacity have developed by leaps and bounds compared with the previous ones, due to the market demand far higher than the manufacturers’ expectations, the current market folding screen mobile phones are still in short supply. On Jingdong and other e-commerce platforms, several folding screen mobile phones just launched recently are out of stock.
From the perspective of the development of the whole mobile phone industry, the industry competition is still very fierce, and has fully entered the era of stock competition, but the industry barriers are deep, and it is difficult for cross-border entrants to succeed. In the future, the industry will show the development trend of “high-end + cost performance”. In addition, the mobile phone industry chip is still in short supply, However, at present, it is mainly the shortage of medium and low-end chips and the first wave of capacity shortage of high-end chips, which is expected to be alleviated by the end of 2022 or 2023.
According to DSCC, it is estimated that the shipments of folding screen mobile phones will reach 7.5 million and 17.5 million in 2021 and 2022, and the industry will grow rapidly. Sinolink Securities Co.Ltd(600109) said that considering that the selling prices of existing folding screen mobile phones are higher than US $1000, from the perspective of consumer purchasing power, the global shipment of mobile phones above US $1000 will reach 70 million in 2020, corresponding to the penetration rate of folding screen mobile phones in high-priced mobile phones of 10% in 2021. Considering that folding screen mobile phones have the advantages of large screen and portability, In addition, the user experience is better in specific scenarios (split screen, hovering and folding), and the price of superimposed folding screen mobile phones is gradually sinking. It is expected that the sales volume of folding screen mobile phones is expected to exceed 50 million in 2025.
Deppon Securities believes that from the perspective of terminal purchasing power, mobile phones with a global price of more than US $800 accounted for 11% in 2021, while the current folding screen penetration rate is less than 1%. It is optimistic about the trend of accelerating the penetration of folding screen mobile phones. With the accelerated development of the folding screen industry, the parts supply link with close terminal cooperation and good industrial chain location will take the lead in benefiting. It is recommended to pay attention to the incremental links of the folding screen supply chain: 1) flexible display panel: Boe Technology Group Co.Ltd(000725) , Tcl Technology Group Corporation(000100) , Visionox Technology Inc(002387) ; 2) Protective cover plate: Wuhu Token Sciences Co.Ltd(300088) , Triumph Science & Technology Co.Ltd(600552) etc; 3) Hinges: Jiangsu Gian Technology Co.Ltd(300709) , Shenzhen Everwin Precision Technology Co.Ltd(300115) , Kunshan Kersen Science & Technology Co.Ltd(603626) etc.
smart home standard unveiled at CES this year, China’s smart home industry is in a period of rapid growth (with shares)
At the recently held 2022 International Consumer Electronics Exhibition (CES 2022), many smart home devices using smart home standard matter appeared. The standard was created by technology companies such as apple, Amazon and Google, which allows all smart home devices of users to communicate with each other locally without downloading multiple applications and voice assistants. It has faster response time and can continue to use smart home devices even when the Internet is interrupted. Almost all smart home enterprises participating in CES this year announced their support for matter.
Haitong international pointed out that according to cshia’s 2020 white paper on China’s smart home ecological development, China has become the world’s largest Internet of things market by the end of 2019. 960 million of the world’s 1.5 billion cellular network connection devices come from China, accounting for 64%. China will become the world’s largest consumer of smart home market, accounting for 50% – 60% of the global smart home market consumption share, and the profit will account for 20% – 30% of the global market share. China is the world’s largest market for Internet of things spending. In 2020, the scale of China’s smart home market has exceeded 500 billion yuan.
In addition, according to the IDC report, the shipment of China’s smart home equipment market will continue to grow at a compound growth rate of 21.4% in the next five years, and the market shipment will be close to 540 million units in 2025. The promotion of whole house intelligent solutions in the consumer market will become one of the important driving forces of market growth. According to the security industry network, zhijia.com is quoted. The 5g era has continuously raised people’s requirements for a better life. The in-depth development of new industrialization, informatization and agricultural modernization has laid a good social foundation for the rapid development of the smart home industry. China’s middle class of more than 300 million people and the rich class of 5.6 million households have the ability to support the middle and high-end smart home consumption level.
China’s smart home market is booming. The IOT industry represented by smart home has great development potential. At present, China’s edge intelligence level still needs to be improved, and the edge operating system, communication module, central control screen and other related segments are in a high-speed growth stage. Attention: Thunder Software Technology Co.Ltd(300496) , China National Software And Service Company Limited(600536) international, Guangzhou Shiyuan Electronic Technology Company Limited(002841) .
