Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
regained policy support warehousing and logistics sector outbreak Beijing Changjiu Logistics Corp(603569) , China Master Logistics Co.Ltd(603967) and other daily limit
The logistics sector had a strong intraday trend on the 20th. As of press time, Beijing Changjiu Logistics Corp(603569) , Xinjiang Tianshun Supply Chain Co.Ltd(002800) , China Master Logistics Co.Ltd(603967) and other trading limits, Jiangsu Xinning Modern Logistics Co.Ltd(300013) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Eternal Asia Supply Chain Management Ltd(002183) , Ccs Supply Chain Management Co.Ltd(600180) , S.F.Holding Co.Ltd(002352) , etc. rose ahead.
In terms of news, 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.
According to the notice, the relevant provinces can, according to the local actual situation, obtain the subsidy funds for the construction of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system from 2022 to 2023. In 2022, some funds will be allocated to relevant provinces first, and in 2023, the remaining funds will be allocated to provinces that pass the performance evaluation according to the work progress.
Soochow Securities Co.Ltd(601555) pointed out that this policy is the first document issued by the Ministry of Finance for the field of cold chain logistics. The core content is to promote the development of Shenzhen Agricultural Products Group Co.Ltd(000061) cold chain logistics through the central financial service industry development fund, support the acceleration of Shenzhen Agricultural Products Group Co.Ltd(000061) supply chain system construction, and solve the problem of the core source of funds. The project + funds are in place, and the industry boom continues to rise.
The agency said that with the boost and catalysis of multiple positive factors, the prosperity of the industry is expected to continue to improve. According to our tracking of the industrial chain, the design and planning leaders and core equipment manufacturers have full orders on hand, and the production capacity has been arranged to the second half of the year. Recommend compressor equipment faucet Moon Environment Technology Co.Ltd(000811) , and pay attention to Qingdao Hiron Commercial Cold Chain Co.Ltd(603187) , Fujian Snowman Co.Ltd(002639) , Cofco Engineering & Technology Co.Ltd(301058) , etc.
liquor stocks rose two yellow rice wine leaders both rose the limit Wuliangye Yibin Co.Ltd(000858) and others pulled up
Liquor stocks rose in intraday shock on the 20th. As of press time, the two major yellow rice wine leaders Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) , Shanghai Jinfeng Wine Company Limited(600616) rose strongly; In addition, the Beijing Shunxin Agriculture Co.Ltd(000860) , Kweichow Moutai Co.Ltd(600519) , etc. all strengthened.
In terms of yellow rice wine stocks, with the arrival of the Dragon Boat Festival, yellow rice wine consumption is expected to be boosted. According to the data, the main business of Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) is the manufacturing, sales and R & D of yellow rice wine, and the production of yellow rice wine, bottled yellow rice wine, a small amount of fruit wine, Baijiu, etc. The main products Zhejiang Guyuelongshan Shaoxing Wine Co.Ltd(600059) , daughter red, champion Red, Shen Yonghe, Jianhu brand and other Shaoxing yellow rice wine are the first batch of national geographical indication products in China.
In addition, Shanghai Jinfeng Wine Company Limited(600616) is mainly engaged in the production and operation of liquor with yellow rice wine as the core. The company has the development advantage of cross regional layout in the Yangtze River Delta. There are many well-known yellow rice wine brands such as Shanghai style “Shikumen”, “harmony”, “Golden Age”, “Jinfeng”, “Nonghao”, Su style “Huiquan”, “Xishan” and Zhejiang style “Baita”.
In terms of Baijiu stocks, according to the performance data released by Baijiu enterprises, a number of liquor enterprises achieved steady performance growth in 2021 and made a good start in 2022. Recently, affected by the epidemic situation, peripheral markets and other factors, the Baijiu sector has relatively large fluctuations. Dongguan Securities said that the second quarter was the off-season for the consumption of Baijiu. Liquor enterprises mainly controlled the goods and prices, and could seize the opportunity of consumption recovery brought by the inflection point of the epidemic. In terms of target, it is suggested to pay attention to high-end Baijiu with strong certainty Kweichow Moutai Co.Ltd(600519) Wuliangye Yibin Co.Ltd(000858) ; In the secondary high-end liquor, we can pay attention to Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiugui Liquor Co.Ltd(000799) , Shede Spirits Co.Ltd(600702) , etc; Regional liquor can focus on companies with greater recovery flexibility, such as Anhui Gujing Distillery Company Limited(000596) , Anhui Kouzi Distillery Co.Ltd(603589) , Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , etc.
The concept of approved
The concept of biological vaccine rose sharply on the 20th. As of press time, Cansino Biologics Inc(688185) soared by more than 15%, once approaching the daily limit Changchun Bcht Biotechnology Co(688276) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , Shandong Sinobioway Biomedicine Co.Ltd(002581) , Hualan Biological Engineering Inc(002007) , Changchun High And New Technology Industries (Group) Inc(000661) , Hualan vaccine, Shenzhen Kangtai Biological Products Co.Ltd(300601) , etc.
According to the information released on Cansino Biologics Inc(688185) official website, up to now, kvisa Cansino Biologics Inc(688185) biological covid-19 vaccine has obtained emergency use authorization or conditional listing approval from more than 10 countries, including China, Pakistan, Mexico, Ecuador, Chile, Argentina, Hungary, Kyrgyzstan, Indonesia, United Arab Emirates and Malaysia.
At the same time, Cansino Biologics Inc(688185) bio has also cooperated with Mexico, Pakistan and Malaysia to establish filling production lines, realize the localized production of covid-19 vaccine and make a new breakthrough in anti epidemic cooperation. Based on its good clinical trial results, Cansino Biologics Inc(688185) biological covid-19 vaccine has been approved as a sequential booster vaccine in China, Argentina, Malaysia and Indonesia. At present, the company has established a mature commercial service network and efficient and safe supply and distribution system in China, Southeast Asia, the Middle East, Latin America and other countries and regions.
In addition, Cansino Biologics Inc(688185) biological is actively laying out the mRNA R & D and industrialization platform, and its application for clinical trial of novel coronavirus mRNA vaccine has been approved by the State Drug Administration. As one of the five core technology platforms of Cansino Biologics Inc(688185) biology, mRNA technology has a wide range of applications, which can shorten the product development time, quickly realize the industrialization of scientific research achievements, and benchmark the international biomedical enterprises at the forefront in this field.
Dongguan Securities pointed out that there are still many covid-19 vaccines under development in China, mainly focusing on three technical paths: mRNA, recombinant protein and virus vector. The research and development of covid-19 virus vaccine in China has always been in the first place in the world. At present, many covid-19 vaccine pipelines in China have entered the late stage of clinical research. With the advancement of covid-19 vaccine research, the types of covid-19 vaccines in China will be more abundant in the future, which can provide more choices for the sequential booster vaccination of covid-19 vaccine.
The agency said that studies have shown that covid-19 vaccine can reduce the severe rate and mortality caused by Omicron, and covid-19 vaccine is still an important means of epidemic prevention. It is suggested to pay attention to Chongqing Zhifei Biological Products Co.Ltd(300122) and Cansino Biologics Inc(688185) , which have been approved for sequential booster vaccination in China; Several covid-19 vaccine pipelines are arranged, and the mRNA vaccine under development is expected to be the first approved Walvax Biotechnology Co.Ltd(300142) in China .
Indonesia considers banning the export of bauxite and tin a aluminum stocks rose on the wind
Bahlil lahadalia, chairman of the Indonesian investment Minister / investment Coordination Committee (BKPM), said recently that the Indonesian government is considering imposing a ban on bauxite and tin exports this year to promote the development of the mineral industry downstream of the domestic industry chain.
Affected by this news, Shanghai aluminum closed up 2.06% at night, and LME aluminum closed up $49 to $2906 / ton. A-share aluminum mining companies rose sharply on Friday. As of press time, Fujian Minfa Aluminium Co.Ltd(002578) limit, Aluminum Corporation Of China Limited(601600) , Henan Shenhuo Coal&Power Co.Ltd(000933) and other outstanding performances.
Indonesian officials said that the export ban on bauxite and tin was in line with the instructions previously issued by the Indonesian President on developing downstream industries and building new environmental protection industries based on renewable energy.
He revealed that Indonesia would stop exporting bauxite and tin in 2022. He believes that this move will encourage the development of downstream industries in Indonesia, which will contribute to Indonesia’s national income to the greatest extent.
Previously, the Indonesian government has stopped the export of nickel. Indonesian officials said the nickel export ban had proved effective in increasing the export of nickel derivatives, including stainless steel. “In 2022, Indonesia’s nickel exports reached only US $2 billion, while the downstream industry’s stainless steel exports soared to US $20 billion,” he said
What are the key investment opportunities of the national power grid
As an organic whole, the new power system covers the four links of “source network load storage”. From the perspective of power supply, in order to solve the problems of randomness and volatility caused by the installation of new energy, we must speed up the construction of energy storage projects; From the perspective of power grid, to ensure reliable power supply and safe operation, it is necessary to greatly improve the peak shaving, frequency modulation and voltage regulation capacity of power system, and configure relevant technical equipment; From the user side, the government encourages the diversified development of user energy storage, which requires decentralized energy storage facilities and technologies.
Overall, UHV and distribution network are the focus of attention at present. Industry experts previously pointed out that “multi energy complementary power supply system + UHV DC transmission transmission channel” is the mainstream solution of the new power system for new energy. UHV bidding may be launched in the first half of 2022, UHV will be put into operation in the second half of 2022, and suppliers will begin to confirm revenue.
Guolian Securities Co.Ltd(601456) analyst he Zhaohui said that the installed capacity of upstream new energy significantly affected by the policy will first drive the demand for power grid construction of high voltage level, such as UHV AC / DC field; The substitution of electric energy drives the rise of downstream power demand, driving the expansion and transformation of some distribution networks, the implementation and application of DC distribution technology, the construction of urban underground power grid, etc. In the medium and long term, there are significant investment opportunities in DC equipment manufacturing industry; In 2022, it is recommended to focus on Nari Technology Co.Ltd(600406) , Sieyuan Electric Co.Ltd(002028) , Beijing Sifang Automation Co.Ltd(601126) .
Everbright Securities Company Limited(601788) analyst Yin Zhongxin pointed out that under the background of accelerating the construction of new power system, the investment in power grid increased during the 14th Five Year Plan period, and there were great opportunities for structural investment in some fields. Suggestions: 1) UHV and Gil: Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , Beijing Sifang Automation Co.Ltd(601126) , Tbea Co.Ltd(600089) , Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) ; 2) Grid side energy storage: Yunnan Wenshan Electric Power Co.Ltd(600995) , China Southern Power Grid technology, Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) , Guangzhou Zhiguang Electric Co.Ltd(002169) , Sieyuan Electric Co.Ltd(002028) , Beijing Sifang Automation Co.Ltd(601126) ; 3) Smart meter: Hangzhou Sunrise Technology Co.Ltd(300360) , Acrel Co.Ltd(300286) , Jiangsu Linyang Energy Co.Ltd(601222) , Hexing Electrical Co.Ltd(603556) , Beijing Yupont Electric Power Technology Co.Ltd(688597) ; 4) Energy saving transformer: Yunlu shares, Advanced Technology & Materials Co.Ltd(000969) , Jiangsu Yangdian Science & Technology Co.Ltd(301012) , State Grid Yingda Co.Ltd(600517) ; 5) Intelligent monitoring and maintenance of power grid: Hangzhou Kelin Electric Co.Ltd(688611) , Zhiyang Innovation Technology Co.Ltd(688191) , Hangzhou Shenhao Technology Co.Ltd(300853) , Yijiahe Technology Co.Ltd(603666) , China Southern Power Grid technology.
