In early trading today (May 23), A-Shares opened high and went low, led by the gem; In the afternoon, the stock index rebounded in shock, and Kechuang 50 hit a new rebound high. On the disk, in terms of industries, chemical fertilizer, automobile, shipbuilding, steel, precious metals, agriculture, animal husbandry, feeding and fishing, cultural media, education, medical devices, pesticides and veterinary drugs and other industries led the increase; Aviation, airport, real estate, banking and other industries callback slightly. In terms of theme stocks, poxvirus prevention and control, stephanine, digital reading, lithium extraction from Salt Lake, NFT concept, intellectual property rights, vocational education and other gains were among the top, while outdoor camping, rental and sale rights, super brands, online tourism and other declines were among the top.
Sichuan lithium mine auctioned at a high price! Detonate lithium ore concept Tibet Mineral Development Co.Ltd(000762) and other daily limit
The concept of lithium mine had a strong intraday trend on the 23rd, Tibet Summit Resources Co.Ltd(600338) , Tibet Mineral Development Co.Ltd(000762) , Tianqi Lithium Corporation(002466) , Jinyuan Ep Co.Ltd(000546) , Zangger mining, Tibet Urban Development And Investment Co.Ltd(600773) , Qinghai Salt Lake Industry Co.Ltd(000792) , Youngy Co.Ltd(002192) , etc. In terms of news, on May 21, the auction of 542857% equity of Yajiang County snowway Mining Development Co., Ltd. held by Chengdu Xingneng new materials Co., Ltd. on Jingdong auction platform was concluded at the price of 2 billion yuan.
It is reported that the delanongba lithium mine owned by snowway mining is one of the most developed lithium mine projects in Sichuan Province. According to the evaluation report on the detailed exploration right of delanongba lithium mine and quartzite mine in Yajiang County, Sichuan Province, the mine has 293000 tons of Li2O resource reserves, equivalent to 724000 tons of lithium carbonate equivalent, which is a super large lithium mine. Delanongba lithium mine is located in the methylka mining area, adjacent to the methylka 134 vein of Youngy Co.Ltd(002192) and the Cuola lithium mine of Tianqi Lithium Corporation(002466) and surrounded by X03 and Murong lithium mines. It is one of the areas with the richest distribution of lithium resources in Sichuan and even Asia.
The transaction price of lithium is at an all-time high against the background of the fierce competition for lithium resources. Under the influence of increasingly complex overseas mining development environment and epidemic situation and other factors, the value of China’s local lithium resources is highlighted, and the collection and M & A prices of related assets are rising. The intensified competition for lithium resources projects reflects the long-term optimistic outlook of the industry for lithium demand.
In the first quarter of 2022, the output of lithium mines in Australia decreased month on month for the second consecutive quarter, and the tight supply trend of lithium concentrate remained unchanged, which became the core link restricting the growth of lithium supply. In addition, stimulated by the continuous rise in the auction price of Pilbara lithium concentrate and the high premium transaction of Sichuan lithium mine auction, it is expected that the rise in lithium mine price will continue to push up the production cost of lithium salt. Since May, the price of lithium carbonate in China has stopped falling and stabilized. Stimulated by multiple factors, the price is expected to rebound in the near future, and the price of lithium is expected to remain high throughout the year.
The agency said that the high premium transaction of snowway mining equity auction highlights the high outlook of the current lithium industry and the fierce competition for lithium resources. Lithium ore has become the core link restricting the growth of lithium supply, and the continuous rise of lithium ore price also supports lithium price. Maintain the judgment that lithium prices have stopped falling and rebounded in the middle of the year and the rating that the sector is “stronger than the market”. It is suggested to select the target based on the two main lines of lithium resource self-sufficiency rate and performance sustainability. It is recommended to recommend Ganfeng Lithium Co.Ltd(002460) and Qinghai Salt Lake Industry Co.Ltd(000792) , and it is suggested to pay attention to Tianqi Lithium Corporation(002466) and Yongxing Special Materials Technology Co.Ltd(002756) .
Huaxi Securities Co.Ltd(002926) said that in 2022, the increment of global lithium resources was limited, and the prices of overseas imported lithium concentrate and lithium salt had risen sharply. Having control over upstream resources is particularly important in the current and future global industrial chain competition, especially the global competition for key mineral resources. Under the influence of geopolitics, obtaining control over China’s lithium resources is the safest guarantee, especially the high-quality Chinese spodumene mine resources. It is suggested to pay attention to Youngy Co.Ltd(002192) , which is under mining at 134 vein in Ganzi Prefecture; Sichuan New Energy Power Company Limited(000155) , which is about to be put into operation at Lijiagou spodumene mine in Aba Prefecture; Jiangxi Special Electric Motor Co.Ltd(002176) , which is in the process of transferring exploration to mining of Xikeng lithium mica mine; The beneficiaries include Tianqi Lithium Corporation(002466) , which has been increasing production in the next five years and can achieve large-scale production through OEM.
multiple positive attacks! New energy vehicle sector raises the limit tide grasp supply chain opportunities
On Monday afternoon on Monday afternoon, new energy vehicle sectors continue to strengthen as new energy vehicle sectors continue to strengthen, with Anhui Ankai Automobile Co.Ltd(000868) nearly20 stocks including , Shenzhen Sea Star Technology Co.Ltd(002137) and others raised the limit tide. In the news, on May 20, Xin Guobin, Vice Minister of the Ministry of industry and information technology, stressed the need to actively promote consumption, pay close attention to the study of policies and measures to stabilize and expand automobile consumption, continue to strengthen the promotion and application of new energy vehicles, accelerate the recovery of automobile consumption, stimulate supply with demand and realize a good cycle. Make every effort to stabilize production, continue to play the role of smooth coordination platform and central local linkage mechanism, continue to improve the “white list” system, promote the collaborative resumption of work and production of upstream and downstream vehicles, strengthen the guarantee of supply of automobile chips and the price stability of bulk raw materials, and make every effort to ensure the smooth and stable supply chain of the industrial chain.
In addition, many places released good news to promote the development of automobile consumption and industry. Qingdao said that from May 21 to October 31 this year, when buying cars, you can enjoy a one-time subsidy of 3000 ~ 10000 yuan according to different models and different prices. Henan Province issued a document, aiming to build a 300 billion level new energy vehicle industry cluster by 2025.
Citic Securities Company Limited(600030) the latest research report indicates that the global trend of vehicle electrification is clear, and overseas battery manufacturers accelerate the layout. High quality models of mainstream car companies have been launched continuously to improve the prosperity of the industry, and the upward trend of the industry is clear. The US policy environment has warmed up and is expected to return to high growth. Tesla continues to lead the global trend of electrification. The global new energy vehicle industry chain has entered a stage of rapid growth. At the current time, it is recommended to seize the opportunity of high-quality targets of the global electrification supply chain, especially Tesla, Contemporary Amperex Technology Co.Limited(300750) , LG Chemical Supply Chain.
agricultural sector pulled up strongly seed stocks performed well Zhongnongfa Seed Industry Group Co.Ltd(600313) limit again
The agricultural sector rose strongly on the 23rd, with seed stocks performing well, and chicken and pork stocks also strengthened.
In terms of seed stocks, Zhongnongfa Seed Industry Group Co.Ltd(600313) rose the limit for two consecutive days, Wanxiang Doneed Co.Ltd(600371) , Winall Hi-Tech Seed Co.Ltd(300087) , Xinjiang Talimu Agriculture Development Co.Ltd(600359) rose ahead; In pork stocks, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) limit, Jiangxi Zhengbang Technology Co.Ltd(002157) , Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) , Hunan New Wellful Co.Ltd(600975) rose ahead; In terms of chicken stocks, Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) , Hunan Xiangjia Animal Husbandry Company Limited(002982) , Shandong Minhe Animal Husbandry Co.Ltd(002234) , Shandong Xiantan Co.Ltd(002746) , etc.
In terms of news, according to Xinhua news agency, this year, the state continues to implement the minimum purchase price policy for wheat and rice in some main production areas, and the minimum purchase price level of wheat, early indica rice, medium and late indica rice and japonica rice has been comprehensively improved. The minimum purchase prices of wheat, early indica rice, medium and late indica rice and japonica rice this year were 115 yuan, 124 yuan, 129 yuan and 131 yuan per 50kg respectively, an increase of 2 yuan, 2 yuan, 1 yuan and 1 yuan respectively over the previous year, the State Food and Reserve Administration said on the 19th. Summer grain is mainly wheat, accounting for about 1 / 4 of the annual output. It is estimated that the purchase volume in peak season is about 130 billion kg, which is roughly equivalent to the perennial level.
In addition, the State Food and Reserve Administration recently issued a notice jointly with relevant departments, requiring awareness raising, strengthening measures, optimizing services, strengthening monitoring and early warning, and strict law enforcement and supervision; Subsequently, a national summer grain and oil purchase video conference was held to mobilize and redeploy. It is expected that the purchase of summer grain will still be dominated by market-oriented purchase. It is unlikely to launch the implementation plan of the minimum purchase price on a large scale, and the purchase volume is expected to increase steadily. The State Grain and reserve administration requires that the bottom line of farmers’ “growing grain and selling it” be firmly held. All localities should take multiple measures to carry out market-oriented acquisitions in accordance with the requirements of the same responsibility of the party and government, and guide diversified subjects to actively enter the market; Relevant enterprises should earnestly fulfill the main responsibility of the implementation of the minimum purchase price policy, pay close attention to the implementation of the plan and give full play to the role of supporting the policy; The State Food and reserve administration will carry out investigation and supervision, coordinate with relevant parties to solve the difficulties and problems existing in the acquisition, and seriously investigate and deal with violations of laws and regulations.
Huaxi Securities Co.Ltd(002926) said that the overall increase in the minimum purchase price of summer grain will help protect farmers’ interests in grain planting and improve their enthusiasm for grain production. The increase in their enthusiasm for grain planting will drive the high prosperity of the planting industry chain, and seed related enterprises will continue to benefit. In terms of target selection, we mainly recommend Beijing Dabeinong Technology Group Co.Ltd(002385) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) and Shandong Denghai Seeds Co.Ltd(002041) with obvious first mover advantage and Shandong Denghai Seeds Co.Ltd(002041) .
[opportunity mining] China promotes the national cultural digitization strategy related industrial chains or concerns
According to Xinhua news agency, recently, the general office of the CPC Central Committee and the general office of the State Council issued the “opinions on promoting the implementation of the national cultural digitization strategy”. The opinions clearly states that by the end of the 14th Five Year Plan period, cultural digital infrastructure and service platform will be basically completed, and a Wuxi Online Offline Communication Information Technology Co.Ltd(300959) integrated, interactive and three-dimensional cultural service supply system will be formed. By 2035, a national cultural big data system with physical distribution, logical correlation, fast link, efficient search, comprehensive sharing and key integration will be built, the panorama of Chinese culture will be presented, and the digital achievements of Chinese culture will be shared by the whole people. Accelerate the digital layout of the cultural industry, cultivate a number of new cultural enterprises in the fields of cultural data collection, processing, trading, distribution and presentation, and lead the digital construction direction of the cultural industry.
Cheetah Research Institute pointed out that the deep integration of cultural industry and digital technology has spawned a variety of emerging business forms. The representative scenes of the application of science and technology in the cultural industry mainly include online audio-visual content, intelligent manufacturing of cultural equipment, intelligent cultural tourism +, intelligent exhibition, intelligent cultural e-commerce, digital intellectualization of traditional culture, intelligent IP operation, intelligent public cultural services, intelligent governance of cultural industry, virtual cultural industry clusters, etc. among them, online audio-visual content, intelligent manufacturing of cultural equipment and intelligent public culture are the scenes with a high degree of integration of culture and technology. With the continuous expansion of digital cultural scenes and the continuous deepening of cultural and technological integration, digital technology will enable more cultural industry application scenes.
Baidu has been awarded a new batch of unmanned vehicle owner licenses related industrial chains or attention
Beijing recently issued a new batch of unmanned manned licenses to Baidu after releasing China’s first batch of unmanned manned demonstration applications, the Beijing Daily reported. At present, Baidu’s “unmanned behind the steering wheel” self driving vehicles in Beijing have increased from the first 10 to the current 20, and the follow-up plan is to increase another 20. So far, Baidu has the largest driverless manned fleet in China.
Citic Securities Company Limited(600030) believes that automatic driving is expected to be a trillion level broad market, which is expected to solve many pain points such as the improvement of labor cost, traffic safety and the shortage of drivers, among which the market space of urban opening scene is the largest. With the gradual improvement of laws and regulations, the continuous progress of self driving enterprises’ own technology, the gradual maturity of the upstream of the industrial chain and the close cooperation between downstream OEMs and scene parties, the landing speed of self driving may be accelerated.
Minsheng Securities pointed out that when the turning point of L3 level automatic driving comes, the industrial structure will be further reconstructed, and the industrial chain related to automatic driving will become the investment hotspot in the next stage. It is suggested to pay attention to Huizhou Desay Sv Automotive Co.Ltd(002920) (joint coverage of computer and communication industry); The penetration rate of chassis by wire in the automatic driving domain is expected to accelerate in the next round of vehicle inventory cycle. It is recommended to focus on Shanghai Baolong Automotive Corporation(603197) and Ningbo Tuopu Group Co.Ltd(601689) (suspension by wire) and Zhejiang Asia-Pacific Mechanical & Electronic Co.Ltd(002284) (braking by wire).
