this morning, A-Shares were adjusted slightly, and the turnover of the two cities shrank slightly month on month. On the disk, digital economy, automobile, chemical fertilizer, seed industry and other sectors led the increase, while hotel catering, electrical equipment, household appliances, real estate and other sectors led the decline. The net outflow of funds from Beishang was 4.504 billion yuan
New York is in a state of emergency
According to the people’s Daily overseas network, New York Mayor Adams declared a state of emergency at a time when there was a shortage of infant formula in the United States.
Adams said the shortage of infant formula had caused “unimaginable pain and anxiety” to local families. He mentioned that the signing of an emergency administrative order would crack down on the price fraud of relevant milk powder to prevent retailers from bid up prices New York City’s vice mayor for health and public services, yisom, also said, “the nationwide shortage of infant formula is hurting parents and families in our city.”
Referring to the current shortage of infant formula in the United States, Professor Coggins of the University of Tennessee Health Science Center said in an interview earlier: “this is the worst and worrying crisis I have seen in my career.” Amanda Starbuck, research director of the US non-governmental organization “food and water watch”, believes that the US milk powder crisis shows that there is a high degree of centralized monopoly in the whole food supply chain. He believes that the federal government needs to take more responsibility in it.
In terms of A shares, dairy stocks rose on the 23rd. As of press time, Beingmate Co.Ltd(002570) , Sunshine Dairy rose by the limit, Royal Group Co.Ltd(002329) , Xinjiang Tianrun Dairy Co.Ltd(600419) rose by nearly 5%, and Panda Dairy Corporation(300898) , Lanzhou Zhuangyuan Pasture Co.Ltd(002910) , Beijing Sanyuan Foods Co.Ltd(600429) , etc. rose by more than 3%
policy continues to be favorable
digital economy flies against the wind
The concept of digital economy was active against the trend in early trading, and the concept of subdivided NFT jumped high in large quantities. The sector index rose by nearly 5% at one time. Half day transactions were completed one day ahead of the whole trading day, Zhejiang Daily Digital Culture Group Co.Ltd(600633) , Chengdu B-Ray Media Co.Ltd(600880) and other stocks opened with a word limit intellectual property, media and entertainment, state-owned assets cloud, online Red economy and other sectors also led the increase, Zhejiang Daily Digital Culture Group Co.Ltd(600633) , Cultural Investment Holdings Co.Ltd(600715) , Shenzhen Sea Star Technology Co.Ltd(002137) , ST Xinwen and other sectors rose by more than 10%
since this year, the global epidemic and geopolitical conflicts have been intertwined and superimposed, and the downside risk of the world economy has been increasing. According to the April economic data released by the National Bureau of statistics, although China’s economic indicators fell in April, the related fields of digital economy bucked the trend and showed strong development resilience. In April, the added value of high-tech manufacturing above designated size increased by 4% year-on-year, better than the overall level. From January to April, the investment in high-tech industry increased by 22% year-on-year, better than all the investment
According to the white paper on the development of China’s digital economy (2021) released by the China Institute of information and communications, the scale of China’s digital economy has increased from 2.6 trillion yuan in 2005 to 39.2 trillion yuan in 2020, accounting for 38.6% of GDP from 14.2%. China is the second largest digital economy in the world. However, in terms of proportion, there is still a certain gap between China and developed countries. Germany’s digital economy accounts for 66.7% of GDP, 66% in the United States and 65% in the United Kingdom.
In recent years, the Chinese government has continuously strengthened its digital economy policy support. 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”. It is required to speed up 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. Support digital cultural enterprises that meet the attributes of science and innovation to be listed and financed on the science and innovation board, promote the construction of disciplines related to cultural digitization, and make good use of the integration platform of industry and education.
In addition, “2022 China digital economy innovation and Development Conference” will be held from June 27 to 29. The conference focused on accelerating the development of digital industrialization and industrial digitization, consolidating the foundation of digital economy, activating the value of data elements, and promoting the deep integration of digital economy and real economy.
Minsheng Securities pointed out that the high-level meeting focused on the development of digital economy. Digital government, natural resource management and financial information innovation are the key development directions. In the future, the construction of relevant fields is expected to accelerate, the prosperity is expected to improve, and key enterprises are expected to continue to benefit. In the field of digital government, focus on the national team of digital government Cetc Digital Technology Co.Ltd(600850) , Taiji Computer Corporation Limited(002368) and Westone Information Industry Inc(002268) , as well as new point software, Beijing Egova Co.Ltd(300075) , and Fujian Boss Software Corp(300525) ; Recommendation in the field of natural resource management Beijing Supermap Software Co.Ltd(300036) ; The field of financial information and innovation focuses on Digital China Group Co.Ltd(000034) , Talkweb Information System Co.Ltd(002261) , Beijing Tongtech Co.Ltd(300379) , Beijing Vastdata Technology Co.Ltd(603138) , etc.
automobile industry chain is active across the board
Affected by the good news of accelerating the resumption of work and production of Shanghai automobile industry, the relevant sectors of A-share automobile industry chain have become the vanguard of the recent market rebound.
Since the bottom of the whole vehicle sector, the highest cumulative limit has exceeded 30%. Leading stocks Zhongtong Bus Co.Ltd(000957) rose again today, after Zhongtong Bus Co.Ltd(000957) had risen for 6 consecutive days, and Anhui Ankai Automobile Co.Ltd(000868) and others also rose strongly; The new energy vehicle sector has risen 29% in recent days, and more than 10 shares, including Yutong Heavy Industries Co.Ltd(600817) , Guilin Fuda Co.Ltd(603166) and so on, rose by the limit this morning; Automotive chips, lithium batteries and other sectors also rose by more than 20% in less than a month.
under the influence of the epidemic, the automobile production and sales decreased significantly in April, but the new energy vehicles were resilient and superior to the industry to maintain high growth. During this period, the production and sales of new energy vehicles were 312000 and 299000 respectively, with a year-on-year increase of 43.9% and 44.6% respectively
The sustained high prosperity of the new energy vehicle industry has stimulated the upstream lithium mine to become the focus of funds from all parties. The 54% equity auction of snowway mining with a reserve price of 3.3529 million yuan fell on May 21, and the final price exceeded 2 billion yuan, a sharp increase of 596 times, which shocked the whole industry. The high premium transaction of snowway mining equity auction highlights the high prospect of the current lithium industry and the fierce competition for lithium resources. Listed companies with mines at home have strengthened one after another. The lithium sector has risen for 7 consecutive days, with a maximum rise of nearly 3% today and a cumulative rise of 36% in the past month.
Tianqi Lithium Corporation(002466) today announced that sqm, a joint-stock company, achieved a net profit of US $796 million in the first quarter, and the company holds a total of 23.02% of its shares. As the operating results of the first quarter of 2022 disclosed by sqm exceed the operating profit and loss data estimated by using information such as EPS of sqm in the first quarter of 2022 predicted by Bloomberg in the company’s first quarter report of 2022, The net profit of the company for the half year of 2022 and the net profit attributable to the shareholders of the listed company are expected to increase by about 620 million yuan Tianqi Lithium Corporation(002466) in early trading, it opened higher and rose nearly 5% at one time, reaching a new high in the past three months, with a cumulative increase of more than 65% since the low point.
China Securities Co.Ltd(601066) pointed out that since 2022, the market of the automobile sector has been greatly corrected under the impact of factors such as the rise in the price of raw materials and the shutdown of the epidemic. At the current time, the fundamentals of the sector and the bottom of the market have been consolidated, the margin of various factors has improved, the industry boom has rebounded + – the quarterly report is better than expected + the dividend of electric intelligent energy has increased the independent market share, which has a strong upward momentum. It is recommended to actively allocate more.
