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dairy stocks rose Beingmate Co.Ltd(002570) strong limit Royal Group Co.Ltd(002329) and others significantly increased
Dairy stocks rose in intraday trading 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) , Panda Dairy Corporation(300898) , Lanzhou Zhuangyuan Pasture Co.Ltd(002910) , Beijing Sanyuan Foods Co.Ltd(600429) , etc.
On the news side, according to the news report of China Central Television, on May 22 local time, Eric Adams, mayor of New York City, signed an emergency administrative order, announcing that the city had entered a state of emergency due to a shortage of infant formula.
Citing local regulations in New York, the executive order requires that the sales price of infant formula in New York City remain stable, and authorizes the city’s consumer protection department to prevent fraud in raising the price of milk powder in the market.
According to the report of the US retailer data survey agency, the shortage rate of infant formula in the United States was as high as 43% in the first week of May. In fact, the milk powder shortage in the United States has lasted for several months.
It is reported that the shortage of infant formula milk powder in the United States and China has lasted for several months, initially due to the poor supply chain and shortage of workers caused by the epidemic and other factors. In February this year, Abbott, the largest milk powder supplier in the United States, recalled several formulas due to product safety problems, and the factory involved in Michigan shut down, making the “milk powder shortage” worse.
Market analysts pointed out that the “milk powder shortage” in the United States may stimulate the sales of infant formula in China. Data show that in 2021, China imported 1.54 million tons of milk powder, a year-on-year increase of 16.9%; The import volume was US $8.92 billion, a year-on-year increase of 6.8%. Among them, the import volume of infant milk powder was 262000 tons, a year-on-year decrease of 22.1%, and the import volume was US $4.33 billion, accounting for 48.5%, a year-on-year decrease of 14.6%. Some institutions pointed out that in the short term, the logistics of imported milk powder is blocked due to the impact of the epidemic, and the aftermath of the safety problem of imported milk powder has not disappeared. Domestic milk powder is expected to increase the marketing layout and increase the market share during this period. In the long run, with the introduction of policies such as the secondary registration system and the new national standard, the industry threshold and concentration will be improved. Small and medium-sized manufacturers will withdraw one after another due to unbearable competition and policy pressure. Large domestic brands will continue to optimize their products and improve their brand image and market share.
China promotes the implementation of cultural digitization strategy intellectual property concept outbreak Dook Media Group Limited(301025) and other stocks trading limit
Boosted by favorable policies, intellectual property concept stocks rose strongly on the 23rd. As of press time, Dook Media Group Limited(301025) , Central China Land Media Co.Ltd(000719) , Beijing Konruns Pharmaceutical Co.Ltd(603590) , Chengdu B-Ray Media Co.Ltd(600880) , Tvzone Media Co.Ltd(603721) , Heilongjiang Publishing & Media Co.Ltd(605577) , Zhejiang Huamei Holding Co.Ltd(000607) , etc. rose by the limit; The concept of NFT also strengthened, with Zhejiang Daily Digital Culture Group Co.Ltd(600633) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) limit.
In terms of news, 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 made it clear that by the end of the 14th Five Year Plan period, cultural digital infrastructure and service platform will be basically completed, the data centers of various cultural institutions will be basically connected, the digital layout of cultural industry will be basically completed, the digital construction of public culture will rise to a new level, 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 cultural digital productivity will develop rapidly, the panorama of Chinese culture will be presented, the digital achievements of Chinese culture will be shared by the whole people, and the excellent innovation achievements will be well-known at home and abroad.
The opinions stressed that all localities should put the promotion and implementation of the national cultural digitization strategy on the important agenda, formulate specific implementation plans according to local conditions, and relevant departments should refine policies and measures. All regions and relevant departments should strengthen the follow-up analysis, coordination and guidance on the implementation of the opinions, and pay attention to the effect evaluation. The leading group for promoting the implementation of the national cultural digitization strategy shall timely supervise the work progress and task implementation. Strict work discipline requirements, timely request instructions and reports on major issues, and actively and steadily promote the construction of cultural digitization.
In March 2021, “implementing the digital strategy of cultural industry” was officially written into the outline of the 14th five year plan. New technologies and new means have driven the transformation and upgrading of traditional business forms. The cultural field continues to stimulate creative inspiration. Publishing, culture and tourism, live broadcasting and short video are booming in the form of digital technology and the Internet, and new forms such as cloud exhibition viewing have gradually become the norm. The agency said that the issuance of the opinions has provided effective assistance for further promoting the implementation of the national cultural digitization strategy.
Sinolink Securities Co.Ltd(600109) said that with the introduction of new infrastructure policies, relevant artificial intelligence, 5g and data center construction have become the technical basis to drive the development of cultural industry. The implementation of the digital strategy of cultural industry and the high-quality development of digital cultural industry are expected to create new Wuxi Online Offline Communication Information Technology Co.Ltd(300959) consumption scenes, promote new opportunities for traditional industries, stimulate cultural consumption potential, enhance national self-confidence and enhance national cultural soft power.
The organization suggests paying attention to Fubo group, the global leader in online video copyright protection, the digital creative software provider Wondershare Technology Group Co.Ltd(300624) , the Hylink Digital Solution Co.Ltd(603825) , which has rich digital collections in cooperation with many museums, the reading group connected with the IP ecological chain, the leading enterprise in the application field of digital technology in China Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , as well as cable operators, Internet platform companies involved in many fields, Wuxi Online Offline Communication Information Technology Co.Ltd(300959) cultural performance event planners, etc.
monkeypox cases found in many countries related concept stocks rose collectively Shanghai Zj Bio-Tech Co.Ltd(688317) and others rose sharply
Affected by the news that monkeypox cases were found in many countries, several monkeypox concept stocks rose sharply on the 23rd. As of press time, Shanghai Zj Bio-Tech Co.Ltd(688317) , Sansure Biotech Inc(688289) , Daan Gene Co.Ltd(002030) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) and other stock prices rose sharply.
On the news, the World Health Organization issued an early warning of monkeypox outbreak on May 21, saying that in view of the fact that cases have been found in many countries where monkeypox virus is not prevalent, more cases may be found in these countries and other countries in the future, and monkeypox virus will spread further.
According to who data on the 21st, since May 13, 92 confirmed cases and 28 suspected cases have been reported in 12 countries without monkeypox virus in three who regional offices, and there have been no deaths so far. Among them, the confirmed and suspected cases are mainly from the UK, Spain and Portugal, and the rest are distributed in Australia, Belgium, Canada, France, Germany, Italy, the Netherlands, Sweden and the United States.
Who expects that with the expansion of surveillance, more cases may be found in countries that have reported cases and other countries in the future. The current response focuses on providing accurate information to the people most vulnerable to monkeypox to prevent further transmission.
Some institutions said that monkeypox cases were found in many countries, and there may be theme investment opportunities for short-term relevant testing reagent companies. After the monkeypox virus spread in many countries, many listed companies opened the reserve of monkeypox virus detection kits.
The company’s new nucleic acid detection kit for monkeypox virus has been released on May 22, relying on the company’s experience in rapid detection of monkeypox virus and CO89 nucleic acid fragment, which can be used to identify all kinds of monkeypox virus. The reagent has the characteristics of high sensitivity and simple operation. It is suitable for rapid diagnosis of related diseases caused by monkeypox virus infection. It is compatible with fluorescent PCR platform and Sansure Biotech Inc(688289) poct platform. It can be quickly applied to the established covid-19 nucleic acid detection platform Sansure Biotech Inc(688289) covid-19 related products have served more than 160 countries and regions around the world, helping the nucleic acid detection capacity of tens of thousands of laboratories outside China grow from scratch or several times to tens of times. Based on these powerful covid-19 nucleic acid detection capabilities, it can help laboratories in various countries carry out monkeypox virus nucleic acid detection efficiently and help the rapid diagnosis, prevention and control of monkeypox. At present, the company is actively promoting the overseas registration of the product.
Shanghai Zj Bio-Tech Co.Ltd(688317) 22 also said that the company’s existing CE registered product – monkeypox virus nucleic acid determination kit (fluorescence PCR method). The gene fragment of monkeypox virus is determined by specific fluorescence method, which can accurately identify monkeypox virus and help the accurate diagnosis, prevention and control of related diseases. The reagent is easy to operate and can be matched with Shanghai Zj Bio-Tech Co.Ltd(688317) austramic automatic nucleic acid detection platform to automatically complete the rapid and automatic diagnosis of monkeypox virus.
Jiangsu Bioperfectus Technologies Co.Ltd(688399) official website shows that the company has monkeypox virus nucleic acid detection kit (fluorescent PCR method), with the article number of jc70115, but this product has not obtained the registration certificate at present.
ST Kehua said on the investor interaction platform on May 21 that recently, many overseas countries have reported monkeypox cases one after another. The company has organized R & D personnel for the first time to complete the technical reserve of monkeypox virus nucleic acid detection kit (PCR fluorescent probe method). The kit can detect the nucleic acid fragment of monkeypox virus specifically, so as to quickly identify monkeypox virus. These kits can be used by disease control, scientific research institutions and laboratories.
Daan Gene Co.Ltd(002030) said that the company has reserves of monkeypox virus related scientific research products, but there is no relevant certified reagent at present.
Some companies admitted that there were no products related to the detection and prevention of monkeypox virus Changchun Bcht Biotechnology Co(688276) said that monkeypox virus and smallpox virus belong to the genus orthopox virus of poxviridae, which is a viral zoonosis. This virus can be transmitted from animals to people through direct close contact or between people. The transmission routes mainly include blood and body fluid. Monkeypox is far less infectious than smallpox virus. Varicella zoster virus belongs to herpesvirus family. There is no animal storage host. Human is the only natural host and is transmitted through respiratory tract. The company’s varicella vaccine cannot prevent monkeypox, and the company has no products related to monkeypox virus prevention.
Guangzhou Lbp Medicine Science & Technology Co.Ltd(688393) said that at present, the company has no products to detect monkeypox virus. The company mainly focuses on the field of tumor screening and accurate tumor diagnosis, and infectious disease detection is not the company’s main business.
digital economy conference is approaching accelerating the construction of government informatization which targets are expected to benefit
According to recent reports, “2022 China digital economy innovation and Development Conference” will be held in Shantou, Guangdong Province 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. At the same time, it held more than 10 theme forums such as “new digital infrastructure”, “data value innovation”, “digital governance”, “digital industry” and “international cooperation of digital economy”. In addition, At the meeting, the authority will release the latest research results reports in more than ten digital economy fields, such as China digital economy development index.
At present, with the continuous help of policies, the digital economy industry is advancing rapidly, and the development of digital governance is also accelerating Huaan Securities Co.Ltd(600909) pointed out that since 2022, the 14th five year plan for digital economy has clearly proposed to strengthen the overall planning of government information construction and strengthen the construction of government digital governance and service capacity. In the government work report, it is proposed to strengthen the construction of digital government and promote the sharing of government data. The meeting of Shenzhen Reform Commission focuses on the construction of digital government. On the one hand, it will accelerate the construction of government informatization, bring considerable market increment, and the prosperity of subdivided fields is expected to improve. On the other hand, it will also inject a booster into the construction of digital economy, form synergy with various digital economy subjects, and accelerate the digital transformation of thousands of lines and industries.
Tianfeng Securities Co.Ltd(601162) believes that the internal logic of digital government lies in the change of government governance mode. Its core is to build a digital service system that is universal, accessible, intelligent, convenient, fair and inclusive. It is a need for deeper government governance. On the basis of inheriting e-government and government online, the construction content will put more emphasis on interconnection and collaborative linkage, and expand from simple government informatization to smart city The construction contents and requirements will be improved in the fields of digitalization of social services. For example, in the “14th five year plan” for digital economic development, “Internet + government services” and digitalization of social services are juxtaposed, both of which belong to the task of improving the digitalization level of public services. Among them, improving the digitalization of public services in the fields of culture and education, health care, exhibition tourism, sports and fitness is an important content.
In terms of the core benefit targets of the industry, Minsheng Securities pointed out that the high-level meeting focused on the development of digital economy and pointed out the key development directions such as digital government, natural resource management and financial information innovation. 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.
high dividend weight sector strong gold absorption loan interest rate cut more than expected a how will shares be deduced
Recently, the A-share market fluctuated upward, with a sharp rebound on May 20. In the view of the industry, the reduction of more than 5-year LPR (quoted interest rate in the loan market) on the same day and exceeding market expectations is a major boost factor.
This move is regarded by the market as a separate “small stove” for the real estate market by the central bank. In this regard, there is a market view that when the LPR over five years is reduced, the cost of stock mortgage loans is also reduced, which will help to reduce the mortgage repayment burden of stock home buyers and boost consumer demand; In addition, homeowners may therefore reduce their motivation to repay the loan in advance and improve their willingness to hold shares, especially those with a dividend rate of more than 5%.
According to the data, as of May 22, the average dividend yield of A-share listed companies (nearly 12 months, the same below) was 1.62%. 146 companies have a dividend yield of more than 5%, of which 20 have a dividend yield of more than 10% The dividend yield of Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Jiangling Motors Corporation Ltd(000550) , Ningbo Huaxiang Electronic Co.Ltd(002048) is more than 20%, 38.20%, 24.19% and 20.07% respectively.
Judging from the recent share prices of the above 146 companies, 119 companies rose on May 20, accounting for 81.51%. Among them, Huabao Flavours & Fragrances Co.Ltd(300741) increased by 16.78%, Guilin Fuda Co.Ltd(603166) , Dayou energy, Tianshan Aluminum Group Co.Ltd(002532) limit, Joyoung Co.Ltd(002242) increased by 6.10%.
From May 1 to May 20 this year, 101 companies rose, accounting for 69%. Among them, 56 companies increased by more than 5%, 24 companies increased by more than 10%, and Guilin Fuda Co.Ltd(603166) , Jiangling Motors Corporation Ltd(000550) , Huabao Flavours & Fragrances Co.Ltd(300741) increased by more than 20%.
Taking the arithmetic mean of Companies in the industry as the statistical caliber of dividend rate of each industry, from the perspective of industry distribution, as of May 22, the dividend rate of iron and steel, banking, real estate, textile and clothing industries was high, with dividend rates of 4.47%, 4.44%, 3.22% and 3.17% respectively. Among other industries, the industries with dividend yield exceeding 2% include coal (2.67%), household appliances (2.20%), public utilities (2.13%), automobile (2.08%) and commercial retail (2.06%).
Shenwan Hongyuan Group Co.Ltd(000166) believes that the short-term rebound has been deduced to the stage of rushing and reversing expectations. The short-term market may rise faster, but the deduction of rebound logic should be more strict at this time. In the short term, it is a small probability to establish that “China is strong and the United States is weak”. With the deepening of the rebound, the medium-term optimistic expectation also needs more and more verification of short-term clues, and the subsequent rebound resistance will gradually increase.
