Today (May 19), A-Shares opened low and went high, led by the rise of the science and innovation board. On the disk, in terms of industries, wind power, photovoltaic, real estate, education, engineering construction, engineering consulting, semiconductor, battery and other industries led the increase, while wine making, mining, insurance, commercial department stores, food and beverage, public utilities, securities, banking, textile and clothing led the decline. In terms of subject stocks, hit batteries, photovoltaic building integration, lease and sale co ownership, wind energy, Cecep Solar Energy Co.Ltd(000591) 6g concept, energy storage, etc. led the increase, while stephanine, pork concept, community group purchase, diamond cultivation, tax rebate stores, Baijiu, etc. led the decline.
wind power, photovoltaic and other new energy sectors collectively pulled up Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) , Yunnan Energy Investment Co.Ltd(002053) and other stocks trading limit
Wind power, photovoltaic, energy storage, UHV and other new energy sectors collectively rose on the 19th. In terms of wind power sector, Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) “20cm” limit, Yunnan Energy Investment Co.Ltd(002053) , Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) , Dajin Heavy Industry Co.Ltd(002487) , Jiangsu Zhongli Group Co.Ltd(002309) , etc; In terms of photovoltaic sector, Jinko Power Technology Co.Ltd(601778) , Wuxi Shangji Automation Co.Ltd(603185) , Clenergy(Xiamen)Technology Co.Ltd(603628) and other price limits; In terms of UHV sector, Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong radio and television, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) and other sectors rose higher.
In terms of news, Hu Zucai, deputy director of the national development and Reform Commission, said at a press conference recently that we should vigorously promote the energy revolution, vigorously develop new energy, plan to build 450 million KW large-scale wind power photovoltaic bases in deserts, Gobi and desert areas, and 85 million KW projects have been started. The second batch of projects are stepping up the preliminary work and accelerating the construction of a new energy supply and consumption system.
Everbright Securities Company Limited(601788) pointed out that China will build a new energy supply and consumption system based on large-scale wind and solar power bases, supported by clean, efficient, advanced and energy-saving coal power around them, and supported by stable, safe and reliable UHV power transmission and transformation lines. UHV is a powerful guarantee for cross regional and cross provincial transmission of energy and an important framework for a strong smart grid. During the 14th Five Year Plan period, China will continue to undertake the long-distance The important task of large-scale transportation. UHV undertakes the important task of supporting the economy and stabilizing growth. The government will also continue to increase the investment in UHV construction. The performance growth of UHV equipment leaders is highly certain from 2022 to 2023.
In addition, since the second half of 2021, provinces have successively issued the “14th five year plan” to help the development of offshore wind power. Guangdong, Shandong, Jiangsu, Zhejiang, Hainan, Guangxi, Fujian and other provinces have put forward plans related to offshore wind power. It is expected that the new installed capacity of offshore wind power will reach 60GW during the 14th Five Year Plan period.
Founder Securities Co.Ltd(601901) said that under the background of global dual carbon strategy, the future development trend of wind power is clear, and the overall investment logic has changed from cycle attribute to growth attribute. At present, the valuation of the sector has been lower than the historical median level, and continues to be optimistic about the investment opportunities of large-scale wind turbines and offshore wind power. It is suggested to pay attention to the whole machine leaders with strong supply chain management and control ability, as well as the wind power parts enterprises with global supporting ability and good cost control.
enhanced concept of assisted reproduction Changjiangrunfa Health Industry Co.Ltd(002435) and other daily limit many places plan to include IVF expenses into medical insurance
The concept of assisted reproduction rose in intraday shocks on the 19th, with the daily limit of Changjiangrunfa Health Industry Co.Ltd(002435) , Everjoy Health Group Co.Ltd(002162) , Shandong Xinhua Pharmaceutical Company Limited(000756) and other prices rising, while Dajia Weikang, Suzhou Medicalsystem Technology Co.Ltd(603990) , Honz Pharmaceutical Co.Ltd(300086) and other prices rising ahead. On the news side, since the implementation of the three child policy, many places have intensively released fertility support policies. Among them, the support of medical insurance for childbirth is an important content.
The notice on supporting “Zhejiang has good education” to promote eugenics and good parenthood (Draft for comments) issued by Zhejiang Medical Security Bureau recently proposed to increase the proportion of medical insurance reimbursement for infants aged 0-6 years. The proportion of basic medical insurance reimbursement for infants aged 0-6 years is about 10 percentage points higher than that of ordinary urban and rural residents.
At the same time, the draft proposed to expand the payment scope of maternity insurance. The diagnosis and treatment items such as labor analgesia, ultrasound screening of fetal structure in early pregnancy and color Doppler ultrasound examination of fetal system will be included in the payment scope of maternity insurance. Formulate the prices of assisted reproductive technology and medical services for the treatment of infertility such as artificial insemination and test tube baby, and timely include them into the payment scope of maternity insurance in accordance with relevant national regulations.
Some institutions said that assisted reproduction reflects the value of doctors’ technology and services, so the risk of price reduction is limited for the core technical service links. At present, the average cost of IVF in a single cycle in China is about 3500045000 (excluding the third generation). This time, it has entered the medical insurance, and the medical insurance coverage is about 800011000 yuan. Recently, the state has made frequent policies to encourage childbirth, and assisted reproductive projects are expected to include medical insurance payment in more areas in the future.
China Galaxy Securities Co.Ltd(601881) Securities pointed out that in 2018, about 568000 patients in China received assisted reproductive services, accounting for only 1.2% of 47.8 million infertile couples in the same year. At present, China has the same infertility rate as developed countries, but there is still a big gap in the proportion of people receiving assisted reproductive services. Statistics show that the penetration rate of assisted reproduction in China in 2018 was only 7.0%, much lower than 30.2% in the United States in the same period. With the deepening of China’s policies to encourage reproductive assistance and disposable income, it is expected to improve people’s awareness of the future.
Ping An Securities said that the entry of assisted reproductive projects into medical insurance will accelerate the development of the industry, and the downstream medical service enterprises will take the lead in benefiting. China’s assisted reproductive drug market is still dominated by imports. If the drug market is intensively purchased in the future, it is expected to promote the reconstruction of the market competition pattern and bring opportunities to domestic pharmaceutical enterprises. It is suggested to pay attention to: Jinxin reproduction, Beikang medical treatment, Changchun High And New Technology Industries (Group) Inc(000661) , Livzon Pharmaceutical Group Inc(000513) .
important meeting to stabilize house prices again real estate stocks rose sharply in response Zhongdi investment 4 connecting board
On May 19, the real estate sector rose sharply, and Zhongdi investment 4-linked board, Langold Real Estate Co.Ltd(002305) , Tianjin Hi-Tech Development Co.Ltd(600082) , Metro Land Corporation Ltd(600683) and other stocks rose by the limit, China Enterprise Company Limited(600675) , Casin Real Estate Development Group Co.Ltd(000838) and other stocks led the increase.
In terms of news, on May 18, the Symposium on stabilizing growth and stabilizing market players to ensure employment pointed out that stabilizing land prices and house prices, supporting residents’ reasonable housing demand and maintaining the steady and healthy development of the real estate market.
Recently, the first mortgage interest rate of banks in Zhengzhou, Tianjin, Jinan, Suzhou and other places fell to a minimum of 4.4%. On May 15, the central bank and the China Banking and Insurance Regulatory Commission issued a notice to reduce the lower limit of the first mortgage interest rate to no less than the market quoted interest rate (LPR) of the corresponding term loan by 20 basis points (the lowest can be 4.4% based on the LPR in April).
Shanxi Securities Co.Ltd(002500) said that in terms of policy, the recent warm wind has played a very positive role in stabilizing market sentiment. At the same time, the rapid adjustment in the early stage has made the overall valuation of the market into a reasonable valuation area, and the market rebounded. With the further deregulation of China’s real estate market and the gradual improvement of the epidemic situation in Shanghai, the mid-term rebound of this round is expected to further deepen and the market profit-making effect will continue to increase, The medium-term proposal focuses on the market value stocks, the real estate chain and the oversold growth sector. The active market funds will continue to switch and look for opportunities in terms of steady growth and oversold growth.
China Galaxy Securities Co.Ltd(601881) Securities said that may, June and July entered the period of intensive adjustment of local policies, and the policy strength and space of “steady growth” are worth looking forward to. Under the main line of “stable growth”, the market interpretation path is gradually clear, and there is still room for central state-owned enterprises to rise. Under the expectation of stabilizing sales and increasing the scale of mergers and acquisitions, high-quality private enterprise housing and property management companies have opportunities.
full capacity! Giant to raise prices strong growth in semiconductor manufacturing in the first quarter
The profits of semiconductor manufacturing sector grew strongly, and the performance of domestic wafer foundry Semiconductor Manufacturing International Corporation(688981) , Huahong semiconductor, reached a new high in the first quarter of this year. At the same time, a number of international wafer foundry giants recently heard the voice of price rise again.
A few days ago, TSMC, the foundry of wafers, informed its customers that the foundry price of wafers will be comprehensively increased by 6% from January next year. Some TSMC customers have confirmed that they have received the price increase notice, which is the second comprehensive price increase of TSMC in less than a year. The agency pointed out that the shortage of chips has accelerated the speed of capacity expansion. The growth trend of global equipment sales in the next two years is clear, and A-share semiconductor equipment materials have great growth potential. In addition, TSMC and other leading global wafer foundry enterprises achieved year-on-year rapid growth in the first quarter, which further confirmed that the prosperity of the semiconductor industry remained unchanged. It is suggested to focus on local automobile chip manufacturers.
the three-year action of state-owned enterprise reform starts the war of ending the Department of electric power has a huge imagination
Weng Jieming, deputy director of the state owned assets supervision and Administration Commission of the State Council, said at the special promotion meeting on deepening the reform of state-owned holding listed companies and striving to be a three-year action model for the reform of state-owned enterprises that it is necessary to continue to strengthen the injection of high-quality assets into listed companies. Group companies should systematically sort out unlisted and listed resources, and gradually inject the existing unlisted high-quality assets into listed companies in a planned way in line with the actual situation. If necessary, they can also be listed separately.
2022 is the final year of the three-year action of decisive victory in the reform of state-owned enterprises. The 2022 government work report mentioned that the three-year action task of state-owned enterprise reform should be completed, the layout optimization and structural adjustment of the state-owned economy should be accelerated, the supervision of state-owned assets should be strengthened, state-owned enterprises should focus on the main responsibility and main business, and the support and driving ability of industrial chain and supply chain should be improved. The organization believes that the military industry is the key area of previous state-owned enterprise reforms, and accelerating the asset securitization process of military enterprises is the top priority. Among them, there is still a lot of space for asset securitization of CETC. Many listed companies of CETC group have put forward the strategic goal of market value of 100 billion during the year, indicating that there may still be state-owned assets injection in the future.
two departments jointly issued a document to support the development of cold chain logistics, and the development agency said that the industry has entered a new stage
The Ministry of Finance and the Ministry of Commerce recently jointly issued the urgent document of the notice on further promoting the development of cold chain logistics, and decided to focus on promoting the development of Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics and support accelerating the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system. The document emphasizes that on the basis of the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system, we should further focus on filling the short board of cold chain facilities and improving the quality system of cold chain logistics. According to the notice, relevant provinces will be guided to comprehensively promote the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system through the development fund of service industry of the central government, grasp the two key points of distribution center and sales center, further focus on Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics, and improve Shenzhen Agricultural Products Group Co.Ltd(000061) circulation efficiency and modernization level.
Previously, the Ministry of transport, the State Railway Administration, the Civil Aviation Administration of China, the State Post Office and China National Railway Group Co., Ltd. jointly issued the implementation opinions on accelerating the high-quality development of cold chain logistics transportation China Merchants Securities Co.Ltd(600999) pointed out that compared with developed countries, China’s cold chain logistics industry started late and developed for a short time. At present, the scale of China’s cold chain logistics industry has reached more than 380 billion yuan, thanks to the improvement of the national economic level and the upgrading of residents’ consumption. However, there is still a big gap between China’s cold chain logistics industry and developed countries in infrastructure construction. In 2020, the per capita cold storage capacity is only 0.13 cubic meters. In terms of industry competition, the concentration is still low. The market share of the top 100 enterprises is about 18%, and the first city in the industry accounts for less than 2%. However, in recent years, policy support has been strengthened, and the cold chain logistics development plan has been issued to help the construction of modern cold chain logistics system.
China Merchants Securities Co.Ltd(600999) believes that China’s cold chain logistics industry is still in a period of rapid development. Compared with overseas developed countries, China’s cold chain industry has low concentration and low degree of standardization. At present, the competition among the top 100 enterprises is relatively fierce, and each enterprise has entered a period of rising capital investment. Looking forward to the future, the demand for food supply chain and medical logistics is increasing rapidly. At the same time, the improvement of temperature control technology and the improvement of industry standards also drive the development of cold chain logistics industry into a new stage, and the growth potential of the industry is still large. In terms of subject matter, S.F.Holding Co.Ltd(002352) which has laid out the cold chain industry earlier and Yto Express Group Co.Ltd(600233) and Yunda Holding Co.Ltd(002120) which are expanding diversified business are recommended, with emphasis on JD logistics and Zhongtong express of Hong Kong stocks.
