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On May 18, Fujian Sanmu Group Co.Ltd(000632) opened the trading limit, pulled up and touched the trading limit, once staged the "Earth Sky board", and then the stock opened the trading limit. On the secondary market, Fujian Sanmu Group Co.Ltd(000632) has risen sharply recently. The stock has recorded six daily limits in nearly nine trading days, with a cumulative increase of nearly 70%.
According to public information, Fujian Sanmu Group Co.Ltd(000632) is a comprehensive enterprise group mainly engaged in real estate development, commercial tourism asset operation and import and export trade.
On May 10, Fujian Sanmu Group Co.Ltd(000632) said on the interactive platform that Qingdao Yingke Huijin Investment Management Co., Ltd., the holding subsidiary of the company, used its own funds to invest in real life through Hangzhou Taifu Yingrui venture capital partnership (limited partnership). Venture capital is one of the main businesses of Yingke Huijin.
In terms of performance, the quarterly report of Fujian Sanmu Group Co.Ltd(000632) 2022 showed that the company's net profit in the first quarter was 6.3123 million yuan, a year-on-year decrease of 61.54%; The operating revenue was 1.531 billion yuan, a year-on-year decrease of 13.11%.
more than "stephanine" concept stocks fell sharply Hunan Fangsheng Pharmaceutical Co.Ltd(603998) , North China Pharmaceutical Company.Ltd(600812) once fell by the limit
On the 18th, the intraday trend of pharmaceutical stocks was divided, and many stocks previously classified as the concept of "stephanine" fell sharply. As of press time, North China Pharmaceutical Company.Ltd(600812) , Hunan Fangsheng Pharmaceutical Co.Ltd(603998) , Shandong Buchang Pharmaceuticals Co.Ltd(603858) , Dali Pharmaceutical Co.Ltd(603963) , Hainan Shuangcheng Pharmaceuticals Co.Ltd(002693) , etc. had the highest decline. It is worth noting that North China Pharmaceutical Company.Ltd(600812) , Hunan Fangsheng Pharmaceutical Co.Ltd(603998) once fell to the limit. In addition, the biological Valley once plunged 24%.
Hunan Fangsheng Pharmaceutical Co.Ltd(603998) yesterday announced that the company recently noticed that the media reported that the company was listed as a concept stock of stephanine. After verification, the company's 11.60% shareholding subsidiary, Tongtian biology, has the production and sales of stephanine reference products. Its main business is the research, development, production and sales of high-speed countercurrent chromatograph (HSCCC), high-purity effective component monomers of natural products and natural drug raw materials / intermediates. The sales of stephanine accounts for a small proportion of the operating revenue of Tongtian biology. In 2021, the sales revenue of stephanine of Tongtian biology was only 0200 yuan; Stephanine did not generate sales revenue in the first quarter of 2022. In addition to the above, the company and its other subsidiaries currently have no R & D, production and sales of stephanine related products.
North China Pharmaceutical Company.Ltd(600812) 16 said that recently, the company noticed that some media reports mentioned " North China Pharmaceutical Company.Ltd(600812) and the expert team have technical cooperation related to stephanine". According to the verification of the company, at present, the company has not carried out technical cooperation with relevant expert teams, and the company has no products related to stephanine. In addition, the company has not found any other media reports or market rumors that may have a significant impact on the trading price of the company's shares.
In addition, Shandong Buchang Pharmaceuticals Co.Ltd(603858) 16 said that the company recently noticed that some media reported that the company was listed as a concept stock of stephanine. After verification, Shandong Danhong Pharmaceutical Co., Ltd. (formerly Heze Shandong Buchang Pharmaceuticals Co.Ltd(603858) Co., Ltd.) a wholly-owned subsidiary of the company has an invention patent for "a preparation method of stephanine hydrochloride [patent No.: zl2010105565310]". At present, the company has no R & D, production and sales of stephanine related products. The company has not found any other media reports or market rumors that may have a great impact on the company's stock trading price, and has not found any other major information that may have a great impact on the company's stock price.
Biological Valley announced on the 15th that the relevant information of the company's production of stephanine tablets is as follows: the company obtained the registration approval of stephanine tablets (gyzz z2 Fujian Jinsen Forestry Co.Ltd(002679) 9) on November 16, 2002 and produced and sold them in April 2004. Each tablet of the product weighs 0.05g (including 20 mg of stephanine). Its main function is to clear away heat and cool blood. It is used to treat leukopenia caused by radiotherapy and chemotherapy in tumor patients. Because the company focused on the series of products of Erigeron breviscapus, it did not continue to produce stephanine tablets after 2004.
Bio Valley also said that the company has the equipment and technical conditions for the production of stephanine tablets, and obtained the re registration document of the drug on April 28, 2020, and the drug approval number is valid until 2025. Since the product has not been produced and sold in the past two years, when resuming production, an application for on-site inspection shall be submitted to Yunnan drug administration, and it can be put on the market only after passing the on-site audit of Yunnan drug administration.
digital economy conference releases positive signals is spring coming in these segments
On May 18, the concept of digital economy was greatly raised, with Beijing Asiacom Information Technology Co.Ltd(301085) , Shenzhen Infinova Limited(002528) , Ronglian Group Ltd(002642) and Si-Tech Information Technology Co.Ltd(300608) , Beijing Topnew Info&Tech Co.Ltd(300895) , Leon Technology Co.Ltd(300603) and other stocks leading the rise. In terms of news, local digital economy legislation is rapidly carried out, and local digital economy promotion regulations have been issued in Beijing, Zhejiang, Guangdong, Henan and other places China Merchants Securities Co.Ltd(600999) believes that the legislation of digital economy is the internal requirement of the high-quality development of digital economy, which is conducive to further stimulate the aftereffect of industrial growth.
Soochow Securities Co.Ltd(601555) said that as an important part of the digital economy, the platform economy is expected to continue to strengthen the value restoration of the sector. Open source Securities believes that the digital economy policy is expected to accelerate the development of cloud computing, industrial Internet, industry information innovation and other subdivided fields, and the computer sector will benefit directly.
photovoltaic concept stocks soared! Double click the development goal of the EU
On May 18, the PV concept continued to rise after the opening, with Jiangsu Zhongli Group Co.Ltd(002309) , Clenergy(Xiamen)Technology Co.Ltd(603628) double two connected sectors, Zhejiang Great Southeast Co.Ltd(002263) , Luoyang Northglass Technology Co.Ltd(002613) limit, Shanxi Huaxiang Group Co.Ltd(603112) , Qingdao Gaoce Technology Co.Ltd(688556) , Shenzhen Topraysolar Co.Ltd(002218) and other gains leading.
In the news, according to a copy of the plan called "repowereu" quoted by the financial times, the European Commission hopes that by 2030, half of the group's energy will come from renewable energy, more than double the current level. The total cost of achieving this goal will reach hundreds of billions of euros, but at the same time, 84 billion euros of imported fuel can be saved every year. One of the proposals of the plan is to "introduce an obligation to install roof Cecep Solar Energy Co.Ltd(000591) devices for all new buildings and all existing buildings with energy performance level D and above (the most energy consuming).
Changjiang Securities Company Limited(000783) believes that at least 70% of the demand for components in Europe still depends on imports, and the high increase in demand is expected to significantly benefit Chinese enterprises such as relevant components, inverters, energy storage and supports. It is expected that the installed capacity of new photovoltaic in Europe is expected to exceed 40gw in 2022, with a year-on-year increase of more than 54%. The world's newly added photovoltaic installed capacity is expected to reach 230gw, with a year-on-year increase of more than 30%, and the demand rhythm is expected to improve quarter by quarter.
Citic Securities Company Limited(600030) said that as the new capacity of silicon material in the second quarter gradually contributes to the increment, the pressure on the supply chain is expected to ease steadily, and the industry is expected to return to the main road of cost reduction and efficiency increase. At the same time, driven by China's scenery base, the distributed promotion of the whole county and the BIPV policy, the industry demand is expected to accelerate, and China's annual installed capacity is expected to increase to 75 ~ 80gw It is recommended to focus on photovoltaic modules, inverters, silicon materials, adhesive films and equipment.
Looking forward to the future, Southwest Securities Co.Ltd(600369) pointed out that it would continue to be firmly optimistic about the upward market of sector repair in May. In the short term, the data of photovoltaic in the first quarter is strong. With the continuous release of new silicon production capacity, the supply side is gradually abundant, which is expected to drive the growth of downstream demand. In the long run, the photovoltaic industry may not be able to survive.
the policy of sending cars to the countryside 6 is expected to be issued at the beginning of this month will the relevant sectors usher in an inflection point
In the morning trading of May 18, the whole vehicle sector rose sharply, Zhongtong Bus Co.Ltd(000957) rose the limit, Great Wall Motor Company Limited(601633) , Sinotruk Jinan Truck Co.Ltd(000951) , Yangzhou Yaxingmotor Coach Co.Ltd(600213) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) and other stocks followed suit. It is worth mentioning that Zhongtong Bus Co.Ltd(000957) has four connected boards.
According to the China Securities News, it was learned from a number of industry insiders that the policy of going to the countryside for cars is expected to be introduced in early June. For cars with models less than 150000 yuan (including fuel vehicles and new energy vehicles), the subsidy range for each car may be Dingli Corp.Ltd(300050) 00 yuan.
On April 25 this year, the general office of the State Council issued the opinions on further releasing consumption potential and promoting the sustained recovery of consumption. The opinions has 20 measures in five major aspects, pointing out the development direction for automobile consumption. For example, Article 7 includes supporting the accelerated development of new energy vehicles; Article 8 includes encouraging and guiding large commercial circulation enterprises, e-commerce platforms and modern service enterprises to extend to rural areas, and promoting brand consumption and quality consumption into rural areas. Focus on automobiles and household appliances, guide enterprises to carry out sales promotion in rural areas, encourage qualified areas to carry out new energy vehicles and green smart appliances to the countryside, and promote the construction of charging piles (stations) and other supporting facilities.
In February this year, the "14th five year plan for promoting agricultural and rural modernization" issued by the State Council mentioned that areas with conditions are encouraged to carry out the renewal of rural household appliances, implement the subsidy for furniture and home decoration and a new round of automobile to the countryside, and promote the renewal of durable consumer goods for rural residents.
In addition to policy incentives, at present, the epidemic situation in various regions has gradually improved, and the resumption of work and production in the automobile industry has also accelerated Guotai Junan Securities Co.Ltd(601211) said that the epidemic in April had a great impact on the supply chain of the automobile industry, and the demand of customers to buy in stores was also affected. The epidemic peak has passed, the resumption of work and production is carried out in an orderly manner, the introduction of demand side policy stimulus is expected to be accelerated, and the supply of new energy vehicles is expected to improve significantly month on month in May.
Huajin Securities pointed out that with the gradual easing of the epidemic and the orderly progress of resumption of work and production, it is expected that the prosperity of the industry will reach the bottom in the second quarter and is expected to recover in the third quarter. In the context of cost upward movement, since the beginning of this year, many passenger car enterprises have transferred cost pressure by raising the price of models. In the current situation of epidemic spread and uncertain trend of external international factors, leaders within the industry have more ability to resist risks, and continue to recommend leaders in various sub sectors.
Dongguan Securities believes that the early sector experienced a sharp correction after being impacted by the epidemic, the market fully released pessimistic expectations, superimposed marginal improvement expectations, the valuation is expected to usher in repair and the configuration value will reappear.
smart government concept rises strongly Beijing Asiacom Information Technology Co.Ltd(301085) and other daily limits accelerated release of "digital sentinel" demand
The concept of smart government affairs rose strongly on the 18th, with Beijing Asiacom Information Technology Co.Ltd(301085) , Shenzhen Infinova Limited(002528) , Soyea Technology Co.Ltd(000909) and other limits rising, and Client Service International Inc(300663) , Doushen(Beijing) Education&Technology Inc(300010) , JieChuang intelligence and other rising higher.
According to the data of China chain operation association and the National Health Commission, at present, the top 100 supermarkets in China have more than 30000 stores, 1028000 medical institutions, and the unit price of vertical "digital sentinels" is about 800013000 yuan. According to the standard of 1-2 "digital sentinels" for each scene, the market space of medical and supermarkets alone can reach more than 10 billion yuan. The scenes with large traffic such as office buildings and parks are usually equipped with gate type "digital sentinels", and the unit price of each is about 3 Shenzhen Textile (Holdings) Co.Ltd(000045) 000 yuan. According to the data of prospective industry research institute and global network, there are more than 22000 industrial parks and more than 1900 large-scale office buildings in China. Calculated by an average of 3 gates per scene, the corresponding market space is more than 2.1 billion yuan. If the "digital sentry" is widely spread throughout the country, the market space of its core scenario is expected to exceed 20 billion yuan.
Boc International (China) Co.Ltd(601696) pointed out that with the gradual promotion of the resumption of business and market, the manufacturers related to "digital sentry" are expected to usher in good news Winner Technology Co.Inc(300609) is a leading enterprise in passenger flow analysis. When the epidemic broke out in early 2020, the company quickly launched bayonet body temperature measurement system. The "digital sentry" developed from the previous generation of temperature measurement system has been deployed in more than 100 party and mass service centers in Shanghai, and has recently been installed and launched in supermarkets such as RT mart and century Bailian, as well as commercial entities such as Baisheng shopping center on middle Huaihai Road and shangsheng new office Xiamen Meiya Pico Information Co.Ltd(300188) holding subsidiary Meiya Zhongmin released a series of electronic sentinels for epidemic prevention verification Wonders Information Co.Ltd(300168) citizen cloud "digital sentry" covers different scenes such as government offices, medical institutions, cultural and sports venues, streets and communities.
