Today (January 18), A-share differentiation was obvious, the Shanghai index rebounded from shock, the increase narrowed in the afternoon, and the gem index fell into adjustment. On the disk, in terms of industries, airports, coal, banking, electricity, wine making, insurance and other industries led the increase, while medical devices, medical services, beauty care, biological products, games and other industries fell sharply. In terms of subject stocks, gains were led by network security, digital currency and pumped storage parts; Covid-19 detection, Helicobacter pylori, concept of prefabricated dishes, virus prevention and control, etc.
big demon stock Andon Health Co.Ltd(002432) stalled and stopped at the highest price of 88.88. It had previously issued risk warning letters
After issuing risk warning letters for many times in a row, the big demon stock Andon Health Co.Ltd(002432) finally stalled. On January 18, Andon Health Co.Ltd(002432) opened high and went low, up to 88.88 yuan. In the afternoon, the stock hit the limit. On the news side, yesterday, Andon Health Co.Ltd(002432) issued a stock trading risk warning announcement, saying that the single month performance of the kit product does not represent the annual performance, and the historical performance of the product does not represent the future performance. The company believes that it is necessary to give risk warning again.
Andon Health Co.Ltd(002432) mentioned eight risks, including: the risk of uncertainty in the development of epidemic situation in the United States, the risk of uncertainty in market competition, the risk of rationality of valuation model, the risk of reliability of information, the risk of exchange rate fluctuation, logistics and transportation risk, quality risk and contract / order risk.
At the same time, the announcement pointed out that the company's share price is currently at an all-time high and does not rule out the risk of falling in the future. Andon Health Co.Ltd(002432) also said that the company previously submitted the proposal on using family self-test box to realize Omicron covid-19 epidemic prevention 1 + 1 to Tianjin epidemic prevention and control headquarters. At present, it is uncertain whether the proposal will be adopted.
policies are frequently overweight, and the water conservancy construction sector fluctuates higher Fujian Superpipe Co.Ltd(300198) and so on
The water conservancy construction sector rose in intraday shock on the 18th. As of press time, Fujian Superpipe Co.Ltd(300198) rose by more than 12%, Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Anhui Transport Consulting & Design Institute Co.Ltd(603357) limit, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Communications Construction Company Limited(601800) , Shenzhen Water Planning & Design Institute Co.Ltd(301038) , Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) and other gains were higher. In terms of news, recently, the national development and Reform Commission and the Ministry of water resources jointly issued the water security plan for the 14th five year plan. The plan specifies that by 2025, the ability to prevent flood and drought disasters, the ability to save, intensively and safely use water resources, the ability to optimize the allocation of water resources, the ability to protect and control rivers and lakes will be further strengthened, and the national water security guarantee ability will be significantly improved.
The plan points out that we should strengthen the construction of agricultural and rural water conservancy and improve the guarantee ability of Rural Revitalization of water conservancy. We will strengthen the construction of agricultural and rural water conservancy infrastructure, focus on special types of areas such as counties, old revolutionary base areas and ethnic minority areas, consolidate and expand the achievements in poverty alleviation, effectively connect with rural revitalization, and improve the guarantee level of water conservancy for Rural Revitalization. Strengthen the construction of intelligent water conservancy and improve the level of digitization, networking and intelligence. Strengthen the construction of water security perception ability, unblock the water conservancy information network, strengthen the security guarantee of water conservancy network, promote the intelligent transformation of water conservancy projects, accelerate the digital transformation of water conservancy, and build a digital, networked and intelligent intelligent intelligent water conservancy system.
Anxin Securities pointed out that the rapid growth of China's investment in water conservancy construction has a very obvious pulling effect on relevant industries. Water conservancy investment plays a great role in stabilizing growth, expanding domestic demand and stabilizing employment. In May 2020, the government work report included water conservancy investment in the "two new and one heavy". In July 2020, the national standing committee studied and deployed 150 major water conservancy projects from 2020 to 2022, and clearly put forward that major water conservancy investment can only be strengthened and can not be weakened. In the 2020 government report, it was proposed to focus on supporting the "two new and one heavy" construction, including strengthening the construction of major projects such as transportation and water conservancy, The central economic work conference in December 2021 still emphasized two new and one heavy construction, and the water conservancy investment welcomes the development dividend again. In the future, the scale of water conservancy investment is considerable. It is suggested to pay attention to Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Anhui Construction Engineering Group Corporation Limited(600502) of high-quality projects in the water conservancy sector and Gansu Engineering Consulting Group Co.Ltd(000779) of Water Conservancy Survey and design in Northwest China.
is the "spring" of 10 banks' net profit growth exceeding 20% coming?
On January 18, the banking sector rose sharply. As of press time, Lanzhou bank rose the limit, Bank Of Ningbo Co.Ltd(002142) , Bank Of Chengdu Co.Ltd(601838) , Jiangsu Zhangjiagang Rural Commercial Bank Co.Ltd(002839) , Industrial Bank Co.Ltd(601166) and other stocks led the rise. According to statistics, as of January 17, a total of 11 A-share listed banks have disclosed the performance express of 2021. In terms of performance, the net profit attributable to the parent company of Bank Of Jiangsu Co.Ltd(600919) increased by 30.72% year-on-year, ranking the first. The annual net profit growth of 9 banks such as Bank Of Qingdao Co.Ltd(002948) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Industrial Bank Co.Ltd(601166) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) exceeded 20%.
Huatai Securities Co.Ltd(601688) said that the social finance increment in December 2021 was 2.37 trillion yuan, an increase of 720.6 billion yuan year-on-year. The stock increased by 10.3% year-on-year at the end of December, which was + 0.2pct compared with the end of November. In the history of resumption of trading, banks can often obtain excess returns relative to the Shanghai stock index in January. Performance catalysis + policy care + capital allocation drive the bank sector to repair the market. It is suggested to grasp the opportunity of high-quality stocks.
Zhongtai Securities Co.Ltd(600918) believes that from the performance express disclosed at present, the positive trend of the banking industry remains unchanged, and the robustness is better than the market expectation. At the same time, the asset quality of each bank remained stable on the whole, the non-performing rate decreased month on month, and the risk offset capacity was consolidated at a high level.
It is noteworthy that, compared with the beautiful performance, the overall performance of the share price of the banking sector since 2021 is not satisfactory. Although the performance of the banking sector far exceeds that of some industries with high valuation, the current overall P / E ratio of the sector is only about 5 times, ranking the bottom in the valuation level of A-share industries.
The agency expects that the asset quality of listed banks will be in a stable state in the next few years, which will effectively build the safety margin of the banking sector. It is recommended to continue to embrace the core assets of banks, as well as banks with undervalued value, safe asset quality and expected transformation success.
Contemporary Amperex Technology Co.Limited(300750) to enter the power exchange market, institutions suggest to pay attention to relevant individual stocks (attached shares)
Recently, Contemporary Amperex Technology Co.Limited(300750) official news, Contemporary Amperex Technology Co.Limited(300750) will hold a press conference on January 18 to launch the power exchange brand evogo. According to insiders, Contemporary Amperex Technology Co.Limited(300750) power exchange will be for all car enterprises. 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". Enterprise check app shows that on December 27, Contemporary Amperex Technology Co.Limited(300750) added a number of trademark application information of "Big Mac power exchange block", "chocolate power exchange block" and "chocolate point exchange block". The international classification involves scientific instruments and means of transport. At present, the trademark status is "under registration application".
Guorong Securities believes that as a new energy supplement scheme for electric vehicles, power exchange can solve the two core pain points of electric vehicle endurance and charging time. The Ministry of industry and information technology has issued the notice on organizing the pilot work of the application of new energy vehicle power exchange mode, and 13 cities have been included in the pilot. Some institutions predict that by 2025, the number of new power exchange stations in China will reach more than 9000, and the demand for new power exchange equipment in China will reach 12 billion yuan. Pay attention to relevant stocks Shandong Weida Machinery Co.Ltd(002026) , Csg Smart Science&Technology Co.Ltd(300222) .
Contemporary Amperex Technology Co.Limited(300750) will launch the power replacement brand, Huaxi Securities Co.Ltd(002926) will focus on Shenzhen United Winners Laser Co.Ltd(688518) , the leader of power lithium battery welding equipment, with high performance and expected growth. 1) The company is deeply tied to Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) and other leaders, with outstanding competitive advantages and strong certainty of order growth. 2) The company has been deeply engaged in the field of laser welding for many years, especially specializing in the welding process of power battery. The industry barrier is high and the substitutability is small. 3) The expansion of production is accelerated, and the per capita output value is expected to increase.
the Ministry of industry and information technology held a meeting of the intelligent Internet connected vehicle promotion group, emphasizing new achievements in promoting industrial development (with shares)
According to the Ministry of industry and information technology, recently, the first Department of equipment industry of the Ministry of industry and information technology organized a working meeting of the intelligent networked vehicle promotion group (icv-2035). In 2022, the intelligent connected vehicle promotion group (icv-2035) will grasp the new situation of industrial development, focus on key problems, strengthen technology research and development, coordinate relevant work of technological innovation and industrialization, and promote the development of intelligent connected vehicle industry to achieve new results.
China International Capital Corporation Limited(601995) pointed out that intelligent and networked two wheel drive ushered in a major opportunity for the automotive industry. At present, a new round of changes in the global science and technology industry is booming. As an important carrier of scientific and technological innovation, intelligent networked vehicles are promoting profound changes in the form of automobile industry, transportation mode, energy consumption structure and social operation mode. As two parallel technical routes, Internet of vehicles and single vehicle intelligence will accelerate the deep coupling with the layout rhythm of intelligent Internet connected vehicles, and realize full automatic driving through collaborative perception, decision-making and control, so as to bring new development opportunities for the global automobile industry.
China Merchants Securities Co.Ltd(600999) said that lidar is an important hardware configuration for autopilot sensing. With the decline of its cost and the development of autopilot software, the assembly rate of lidar is expected to increase significantly between 2022 and 2025, opening a market scale of 100 billion. Lidar has high technical barriers and high requirements for R & D and production technology. The industry may present an oligopoly pattern in the future.
The agency believes that it is recommended to pay attention to luminar (US stocks), Hesai technology, Suteng juchuang, etc. from the comprehensive consideration of technology leadership, mass production capacity and customer binding; The upstream optical components of lidar take the lead in benefiting from the quantity of lidar. The optical module industry chain is expected to quickly enter the lidar field. The platform company with the advantage of vertical integration is expected to enter the mainstream market from the optical components, gradually provide other important optical component products and active device packaging services, and gradually increase the value of single radar. It is recommended that Suzhou Tfc Optical Communication Co.Ltd(300394) ; It is recommended to pay attention to Optowide Technologies Co.Ltd(688195) , Advanced Fiber Resources (Zhuhai) Ltd(300620) , Castech Inc(002222) , Ningbo Yong Xin Optics Co.Ltd(603297) , Zhejiang Lante Optics Co.Ltd(688127) , etc.
the encouragement and guidance of vocational education policies are clear, and the industry will usher in a golden period of development
The 2022 national education conference was held in Beijing from January 16 to 17. The meeting proposed that we should consolidate and develop more fair and quality basic education, continue to fight for the implementation of the "double reduction", and vigorously develop vocational education to meet the needs of new technologies and industrial changes. Many insiders believe that with the gradual implementation of the "double reduction" policy, vocational education will become a good transformation track for education listed companies. From the perspective of demand and supply structure, the development of comprehensive quality education, universal education of scientific knowledge, vocational education and vocational retraining education will be the general trend.
Caixin Securities pointed out that the guidance of vocational education policy is clear, and the next 5-10 years will usher in a golden period of development. On the one hand, under the guidance of policies such as insufficient demand for senior skilled talents, opening up the undergraduate system of vocational education and the five-year diversion of vocational education and general education, the social attraction of vocational education and the source of secondary vocational students are expected to gradually improve in the future, and private vocational education is expected to benefit from the expansion of enrollment. On the other hand, the policy strongly encourages academic vocational education and actively supports non academic vocational education and training. Under the background of the slowdown of macroeconomic growth and the intensification of employment competition caused by the increase of the scale of graduates year by year, non academic vocational education and training is also expected to enjoy more dividends. Related subjects mainly include: Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Shanghai Action Education Technology Co.Ltd(605098) .
