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Contemporary Amperex Technology Co.Limited(300750) rose more than 4% and returned to 600 yuan, which will officially enter the power exchange market
Contemporary Amperex Technology Co.Limited(300750) (300750) rose higher on the 17th. As of press time, the stock rose more than 4% and returned to above 600 yuan. On the news side, Contemporary Amperex Technology Co.Limited(300750) will hold the evogo power exchange brand press conference on January 18. It is reported that the Contemporary Amperex Technology Co.Limited(300750) newly launched power replacement products will face all car enterprises in the future. Some analysts pointed out that Contemporary Amperex Technology Co.Limited(300750) This means that it has officially entered the power exchange market of “separation of vehicle and electricity”.
Contemporary Amperex Technology Co.Limited(300750) is a leading new energy innovation technology company in the world, focusing on the R & D, production and sales of new energy vehicle power battery system and energy storage system. The company has core technical advantages and sustainable R & D capabilities in key areas of the industrial chain such as battery materials, battery systems and battery recycling, has formed a comprehensive and perfect production service system, and promoted the wide application of lithium-ion batteries as high-quality energy storage carriers through business model innovation. Earlier, the company began to layout in the field of new energy power exchange.
China International Capital Corporation Limited(601995) pointed out that the energy supplement contradiction of new energy vehicles is becoming increasingly prominent, and the power exchange mode is expected to rise rapidly with the advantages of the system. In order to realize the large-scale implementation of the whole market, the standardization of battery boxes is the premise, and Contemporary Amperex Technology Co.Limited(300750) with absolute market share will be the core participant of the whole power exchange industry.
covid-19 drug concept continued to be active Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) rose by more than 50% in three days Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) , Hybio Pharmaceutical Co.Ltd(300199) two connected boards
Covid-19 drug concept broke out again on the 17th. As of press time, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) , Hybio Pharmaceutical Co.Ltd(300199) and other “20cm” limit rose, Frontier Biotechnologies Inc(688221) , Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Shanghai Junshi Biosciences Co.Ltd(688180) , Phichem Corporation(300398) , Zhejiang Hisun Pharmaceutical Co.Ltd(600267) , Jinghua Pharmaceutical Group Co.Ltd(002349) limit rose, and Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) rose ahead. It is worth noting that Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) has soared by about 53% in the past three trading days, and Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) and Hybio Pharmaceutical Co.Ltd(300199) are the daily limit for two consecutive trading days.
Some analysts pointed out that under the background of the accelerated spread of Omicron, the global daily diagnosis has reached a new high, and the epidemic situation in China has broken out at multiple points; Superimposed on the landing of large export orders of China’s covid-19 testing reagents, the covid-19 theme is expected to trigger another investment boom.
Zhongtai Securities Co.Ltd(600918) pointed out that the covid-19 theme of each stage since the epidemic was reviewed, and the overall upsurge from the beginning of 2020, including epidemic prevention products such as gloves / masks, Chinese testing reagents and the transfer of global industrial chain; Covid-19 vaccine from July to August; In the fourth quarter of 2021, the market continues to look for new logic and catalysis for the detection and export of covid-19 therapeutic drugs.
At the current time point, the agency believes that the follow-up catalysis of covid-19 therapeutic drugs and detection at sea is expected to continue, and it is recommended to continue to focus on it. 1) In terms of therapeutic drugs, the United States has two small molecule oral drugs: EUA Pfizer (paxlovid) and molnupiravir; Azvudine phase III clinical of real organisms in China, a variety of small molecule drugs in early clinical stage are under research, Shanghai Junshi Biosciences Co.Ltd(688180) vv116 has been approved overseas, and Frontier Biotechnologies Inc(688221) phase I clinical in the United States is in progress. Focus on three logics: Chinese R & D and innovation enterprises with high progress; Cdmo industrial chain of new drugs created by large overseas pharmaceutical enterprises; And generic API applications in other parts of the world. Such as Shanghai Junshi Biosciences Co.Ltd(688180) , Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Porton Pharma Solutions Ltd(300363) , Zhejiang Tianyu Pharmaceutical Co.Ltd(300702) , Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , Aurisco Pharmaceutical Co.Ltd(605116) , Zhejiang Hisun Pharmaceutical Co.Ltd(600267) , etc. 2) Detection reagent: since the covid-19 antigen home self-test OTC kit of Andon Health Co.Ltd(002432) obtained the EUA of FDA, the detection has attracted much market attention. Recently Andon Health Co.Ltd(002432) signed a large order of more than 8 billion yuan with American ACC, further catalyzing the sector market. The market of testing reagents is expected to continue. It is suggested to focus on relevant enterprises: Andon Health Co.Ltd(002432) , Anxi biology, Beijing Hotgen Biotech Co.Ltd(688068) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Shanghai Runda Medical Technology Co.Ltd(603108) .
State Grid’s investment in power grid will reach a new high this year. The organization said it is expected to increase the demand for UHV equipment (with shares)
According to the interface news report, it was learned from a person close to the state grid that on January 13, the State Grid held an annual working meeting and planned to invest 501.2 billion yuan in the power grid in 2022. This is the first time that the company’s annual power grid investment plan exceeded 500 billion yuan, a record high, with a year-on-year increase of 8.84%. Power grid investment has always been an important way of steady growth. Under the background of the vigorous development of new energy, UHV power grid continues to usher in incremental demand.
Dongguan Securities pointed out that the contradiction between power supply and demand increased the demand for UHV power grid, and the policy promoted power grid enterprises to accelerate the construction of UHV power grid. The contradiction between power supply and demand increases the demand for UHV power grid. On the one hand, the demand for long-distance transmission of new energy power in the West continues to increase, and the demand for UHV DC construction continues to increase. On the other hand, the power supply shortage in some eastern regions is serious. Accelerating the construction of UHV AC network is conducive to alleviating the power supply shortage and promoting the consumption of new energy.
Recently, the National Energy Administration issued the implementation opinions on deepening the reform of “decentralized management and service” in the energy field and optimizing the business environment, which proposed that power grid enterprises should do a good job in accessing power grid and power grid interconnection services for projects such as new energy, distributed energy, new energy storage, microgrid and incremental distribution network. The implementation opinions supported power grid enterprises to speed up power grid construction, Promote power grid enterprises to accelerate the construction of ultra-high voltage power grid to help new energy consumption. Dongguan Securities believes that the planning and construction of the State Grid in the “14th five year plan” is expected to increase the demand for UHV equipment. During the 13th Five Year Plan period, the State Grid has put into operation the “13 AC and 12 DC” UHV project. During the 14th Five Year Plan period, the investment and construction of the State Grid UHV power grid has further increased, and the construction of AC UHV has significantly accelerated, and the demand for UHV equipment is expected to increase.
in 2030, the market scale of virtual digital human will reach 270 billion yuan, and the industry development has accelerated ( attached shares )
It is reported that the Market Research Institute qubit’s in-depth industry report on virtual digital people points out that it is predicted that the overall market scale of China’s virtual digital people will reach 270 billion yuan by 2030.
The report divides virtual digital people into “identity type” and “service type”. The market scale of the former is expected to be 175 billion yuan, which is dominant; The total scale of service-oriented virtual digital people exceeds 95 billion yuan.
Guorong Securities believes that the virtual digital human is the embodiment of human beings in the meta universe and an important part of the meta universe, but it does not rely on the meta universe. At present, virtual digital human is the primary form of artificial intelligence. It has the advantages of stronger controllability, default risk, moral hazard and low long-term cost. It has taken the lead in virtual idol, virtual hosting, e-commerce live broadcasting, education and cultural tourism. From the night exploding of Liu’s night wave to Jonah Jen-hsun Huang CEO 14 seconds tiktok, to the virtual student of Hua Zhi ice, especially in the case of epidemic, the commercialization of virtual digital human has accelerated. At present, the four key technologies of modeling, AI, mobile capture and rendering have the feasibility of landing, and have taken the lead in landing in virtual idol, virtual hosting, e-commerce live broadcasting, education and cultural tourism. The development of the industry has accelerated, and it is recommended to pay attention to it for a long time.
Haitong International said that the virtual digital human will develop towards pluralism and practicality, and there will be more application scenarios in the future. Metauniverse is the next application form of the Internet. The long-term industrial trend is clear. At present, the most noteworthy directions of metauniverse in the media internet field are virtual digital people, NFT digital assets and chain games. In the future, with the industrial trend, it is expected to continue to rise, and continue to be optimistic about the new opportunities and value revaluation opportunities brought by the undervalued value of relevant companies + metauniverse, Focus on digital people and related industrial companies: Beijing Fengshangshiji Culture Media Co.Ltd(300860) , H&R Century Union Corporation(000892) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Mango Excellent Media Co.Ltd(300413) ; NFT: Visual China Group Co.Ltd(000681) 、 Sumavision Technologies Co.Ltd(300079) ； Games: Perfect World Co.Ltd(002624) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) , Zhejiang Daily Digital Culture Group Co.Ltd(600633) , Wuxi Boton Technology Co.Ltd(300031) etc.
digital economy planning releases cloud computing, big data concepts and other collective promotion
Boosted by favorable policies, the concepts of digital currency, cloud computing, information security and big data have collectively increased. As of press time, the “20cm” limit of Synthesis Electronic Technology Co.Ltd(300479) , Beijing Advanced Digital Technology Co.Ltd(300541) , Beijing Infosec Technologies Co.Ltd(688201) , Newcapec Electronics Co.Ltd(300248) , Shenzhen Emperor Technology Company Limited(300546) and other concepts of digital currency have increased; In terms of cloud computing concepts, Jc Finance & Tax Interconnect Holdings Ltd(002530) , Shanghaichengdiconstructioncorporationltd(603887) , Tianjin Futong Information Science&Technology Co.Ltd(000836) , Ronglian Group Ltd(002642) , Beijing Vastdata Technology Co.Ltd(603138) , Inspur Software Co.Ltd(600756) , Ygsoft Inc(002063) and other price limits; In terms of big data concept, Beijing Haitian Ruisheng Science Technology Ltd(688787) , Beijing Dataway Horizon Co.Ltd(301169) , Beijing Egova Co.Ltd(300075) and other “20cm” trading limits.
In terms of news, the national development and Reform Commission issued a document “vigorously promoting the healthy development of China’s digital economy” on January 16, which proposed that we should concentrate on tackling key core technologies and accelerate the realization of high-level self-reliance and self-improvement; Appropriately advance the deployment of new infrastructure construction and consolidate the foundation for the development of digital economy; We will further promote the digital transformation of traditional industries and accelerate the deep integration of digital technology and the real economy.
Tianfeng Securities Co.Ltd(601162) pointed out that according to the plan, the number of Gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. Looking forward to the future, under the guidance of national policies, the Gigabit users of the three major operators are expected to develop continuously and stably, and the digital economy industry derived from Gigabit broadband will burst out with greater vitality. The Gigabit network plan will accelerate the expansion and speed-up deployment of optical fiber network, continue to promote the construction of a new generation of optical transmission network with super large capacity, super long distance and intelligent dispatching, and the comprehensive coverage of optical fiber network in villages and towns; In addition, the access terminal boxes of GPON and 10gpon, as well as the optical modules, shunts, optical chips and other links of the industrial chain will benefit.
Kaiyuan Securities said that the “14th five year plan” for digital economy development involves digital infrastructure, industrial Internet, network security, digital government and other aspects, and the computer sector benefits directly. Recently, a number of plans have been issued. Under the catalysis of policies, the layout opportunities of the computer sector are gradually coming. Driven by technology and catalyzed by policy, many computer segments are in a high boom growth stage. (1) Industrial Internet: the market is broad, and the domestic catalytic industry accelerates its development; (2) Financial it: high certainty, benefiting from digital transformation and financial information innovation; (3) Intelligent networked automobile: “electrification, intelligence and networking” accelerate the penetration and drive the reconstruction of industrial value chain; (4) Energy it: usher in historic opportunities under the trend of carbon neutrality; (5) Military yuan universe: the penetration rate has increased rapidly, and the downstream market is booming; (6) Medical it: new demands for public health, medical insurance and internet medical care continue to be released; (7) Network security: the industry is growing rapidly, focusing on marginal changes.
Investment suggestions: (1) industrial Internet: recommend Beijing United Information Technology Co.Ltd(603613) , Yonyou Network Technology Co.Ltd(600588) , Zhejiang Supcon Technology Co.Ltd(688777) , Zwsoft Co.Ltd(Guangzhou)(688083) , Glodon Company Limited(002410) , Beijing Kingsoft Office Software Inc(688111) , Kingdee International, Digiwin Software Co.Ltd(300378) , Shanghai Baosight Software Co.Ltd(600845) , Guangzhou Sie Consulting Co.Ltd(300687) , Shenzhen Huaqiang Industry Co.Ltd(000062) , Longshine Technology Group Co.Ltd(300682) , etc. (2) Financial it: recommend Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , and benefit targets include Shenzhen Fortune Trend Technology Co.Ltd(688318) , Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) . (3) Intelligent Internet connected vehicles: recommend Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Beijing Tricolor Technology Co.Ltd(603516) , China Transinfo Technology Co.Ltd(002373) , and benefit targets include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) , etc. (4) Energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Runa Smart Equipment Co.Ltd(301129) , and benefit targets include Ygsoft Inc(002063) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) . (5) Military metauniverse: recommend Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Tricolor Technology Co.Ltd(603516) , Beijing Supermap Software Co.Ltd(300036) , and benefit targets include Wuhan Xingtu Xinke Electronics Co.Ltd(688081) . (6) Medical it: recommend B-Soft Co.Ltd(300451) , Winning Health Technology Group Co.Ltd(300253) , Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) , and benefit targets include China Reform Health Management And Services Group Co.Ltd(000503) . (7) Network security: recommend Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Qi An Xin Technology Group Inc(688561) , Nsfocus Technologies Group Co.Ltd(300369) , Venustech Group Inc(002439) , Xiamen Meiya Pico Information Co.Ltd(300188) , Hangzhou Dptech Technologies Co.Ltd(300768) , Trs Information Technology Co.Ltd(300229) , etc., and benefit targets include Topsec Technologies Group Inc(002212) , Westone Information Industry Inc(002268) , etc.
covid-19 pneumonia detection sector is on fire. Medical device ETF rose by 4.20%. What do you think of the future market?
Since the beginning of 2022, the performance of the medical device industry has been eye-catching, and the segments such as covid-19 pneumonia detection, in vitro diagnosis and gene detection have risen one after another. The medical device ETF of the “anti epidemic theme” fund received market attention. On January 14, the ETF rose 4.20% in a single day, ranking first in the ETFs of the two cities, with a single day turnover of 130 million yuan, a new high since listing.
At the end of 2021, the Ministry of industry and information technology issued the “14th five year plan” for the development of medical equipment industry, which is the first five-year plan to promote the development of medical equipment at the national level, put forward the overall goal of the development of medical equipment industry in 2025 and the long-term goal in 2035, and pointed out the development direction for the development of medical devices in 2022 and even the next decade.
Du Xiangyang, assistant director and chief pharmaceutical officer of Southwest Securities Co.Ltd(600369) recently said that from the supply side, Chinese machinery enterprises still face two low problems: one is low penetration, and these fields will be a blue ocean in the future, which means greater growth space; The other is the low localization rate, which means that the logic of import substitution and import substitution space will be more occupied by domestic enterprises in the future.
For the sector Market in 2022, Du Xiangyang believes that the high performance base caused by the epidemic has been digested almost in 2021. After the policy expectation is relatively sufficient and the epidemic subsides in the short term, new medical infrastructure in China and abroad is also being carried out. Therefore, the performance of the device sector in 2022 is still worth looking forward to, and the overall valuation of the sector may continue to rise.
Insiders said that for ordinary investors, the types of medical devices are complex and the research threshold is high, individual stocks fluctuate greatly, individual investors have higher research difficulty, and it is more worry-free to use index funds, which can also disperse the investment risk of individual stocks. At present, there are medical device ETFs (159883) covering anti epidemic, pension and medical beauty on the site, and there are also feeder funds (a share 013415, C share 013416) on the site. Investors may wish to share the long-term growth dividend of domestic devices through relevant industry index funds.
