Deliver the A-share market information at the first time, observe the market trend, grasp the rise and fall logic and tap investment opportunities.
Sanlian board Changchun High And New Technology Industries (Group) Inc(000661) eat the limit again, and the higher market value has evaporated 130 billion
In the morning trading on January 21, Changchun High And New Technology Industries (Group) Inc(000661) continued to drop the limit on the one-stop board for three consecutive trading days. According to this calculation, the current market value of Changchun High And New Technology Industries (Group) Inc(000661) has evaporated nearly 130 billion yuan compared with the peak in May last year.
Yesterday's after hours dragon and tiger list data showed that among the top five business departments with the largest sales amount, four institutional seats were listed, with a total sales of 170 million yuan, and Minsheng securities Harbin branch bought 49.18 million yuan.
On the news side, the centralized procurement document of diclofenac and other drugs of Guangdong alliance released on the website of Guangdong pharmaceutical trading center on the 19th shows that a variety of recombinant human growth hormone are in the centralized procurement directory, including the recombinant human growth hormone injection of Changchun kinsay pharmaceutical, a holding subsidiary of Changchun High And New Technology Industries (Group) Inc(000661) (gyzz s20050025).
According to the research report released by Dongguan securities, in the procurement of growth hormone alliance, the average value of the highest valid application price of 9 water needle specifications is 12.69 yuan / IU, which is more than 60% different from the water needle hanging net price of Kinsey pharmaceutical in recent years. In terms of growth hormone powder injection, the average value of the highest valid application price of 11 specifications is 14.77 yuan / IU, which is less different from the current market price.
obtained the authorization of imitating MSD covid-19 oral drug Brightgene Bio-Medical Technology Co.Ltd(688166) word limit Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) and other big increases
Boosted by the news that it was authorized to copy MSD covid-19 oral drug, Brightgene Bio-Medical Technology Co.Ltd(688166) opened with a word limit; Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Jiangsu Aidea Pharmaceutical Co.Ltd(688488) also increased the limit at the opening, and then opened the limit board one after another, narrowing the increase.
On the news, on January 20, the Geneva pharmaceutical patent pool (MPP) announced that it had signed agreements with 27 generic pharmaceutical enterprises to produce molnupiravir, an oral covid-19 antiviral drug of MSD, and supply it to 105 low-income and middle-income countries.
Among them, 5 companies will focus on the production of APIs, 13 companies will produce APIs and preparations at the same time, and 9 companies will produce preparations. These companies are located in 11 countries around the world, including Bangladesh, China, Egypt / Jordan, India, Indonesia, Kenya, icon, Pakistan, South Africa, South Korea and Vietnam.
It is reported that a total of five Chinese pharmaceutical enterprises have been shortlisted in the agreement list, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Brightgene Bio-Medical Technology Co.Ltd(688166) , Shijiazhuang Longze Pharmaceutical ( Jiangsu Aidea Pharmaceutical Co.Ltd(688488) shares) and Shanghai Desano have been licensed to produce molnupiravir APIs and finished products at the same time, and Langhua pharmaceutical, a subsidiary of Weiya biology, has been licensed to produce molnupiravir APIs.
Covid-19 is still listed as a public health emergency of international concern by the World Health Organization (who). Therefore, MSD, Ridgeback and Emory University, which invented the drug, will not receive royalties for molnupiravir sales from the Sublicensees authorized by MPP.
Since MSD and Ridgeback jointly developed molnupiravir, the global supply of the drug has been a key priority for the two companies. It is worth noting that recently, at the time of the surge of Omicron infection cases in the United States, the news of serious supply shortage of covid-19 oral drug was also reported.
the tourism development plan of the 14th five year plan was released, and tourism, aviation and other sectors collectively raised Yunnan Tourism Co.Ltd(002059) and other daily limits
Boosted by the positive industry, tourism, hotel catering, aviation and other sectors collectively rose on the 21st. As of press time, the tourism sector, Xi'An Qujiang Cultural Tourism Co.Ltd(600706) , Yunnan Tourism Co.Ltd(002059) , China United Travel Co.Ltd(600358) and other trading limits; In terms of hotel catering sector, Btg Hotels (Group) Co.Ltd(600258) , China Quanjude(Group) Co.Ltd(002186) have been promoted; In the aviation sector, Juneyao Airlines Co.Ltd(603885) , Air China Limited(601111) , China Express Airlines Co.Ltd(002928) , China Eastern Airlines Corporation Limited(600115) etc. all rose.
In terms of news, yesterday, the State Council issued the "14th five year plan" for tourism development, which proposed to enhance the vitality of market players. We will strengthen, optimize and expand key tourism enterprises, steadily promote strategic mergers and acquisitions and large-scale, branded and networked operations, and cultivate a number of large tourism groups and tourism enterprises with international influence.
Guosen Securities Co.Ltd(002736) pointed out that the 14th five year plan of tourism proposed to choose the opportunity to promote inbound and outbound tourism, which echoed the key recovery of the international market from 2023 to 2025 in the 14th five year plan of civil aviation, and the industrial policy level has been ready for liberalization. It is true that the decision-making level needs to weigh the pros and cons of liberalization, and the short-term clearing policy will continue. However, when China chooses to liberalize one day, the loosening of China's epidemic prevention policy and the full and effective opening of the country will be carried out simultaneously with a high probability.
Since the outbreak, the supply expansion of civil aviation has been suppressed at a very low level. In 2022, when the short-term epidemic prevention policy is still in a high pressure situation, the prosperity of civil aviation may still fluctuate. The introduction of aircraft fleet continues to be cautious and is expected to remain low for three consecutive years, while the theoretical demand continues to rise with economic growth. The gap between supply and demand of civil aviation theory is large. When China's epidemic prevention policy is loosened and the door is restarted, the internal and external demand of civil aviation will recover, the supply structural pressure will be relieved, and the supply and demand will be reversed in an all-round way. The triple resonance of high seating rate, continuous fare reform and the release of backlog demand is expected to stimulate the substantial increase of ticket prices, and the upward elasticity of civil aviation is large.
The agency believes that after the emergence of vaccines and specific drugs at the same time, it is only a matter of time for mankind to overcome the epidemic. When a strong boom is expected, the share price of aviation stocks is likely to remain active. We do not deny that the short-term prosperity of civil aviation may still be disturbed by the epidemic, but the prosperity of the industry is highly expected after the epidemic subsides completely. The boom brought by the supply and demand reversal is industrial, and large and small airlines will benefit fully. From the perspective of valuation, Pb valuation of airlines is near the historical center, and there is still room for improvement. It is recommended to Air China Limited(601111) , China Southern Airlines Company Limited(600029) , China Eastern Airlines Corporation Limited(600115) , Spring Airlines Co.Ltd(601021) , Juneyao Airlines Co.Ltd(603885) .
liquor stocks rose in shock Anhui Gujing Distillery Company Limited(000596) , Anhui Yingjia Distillery Co.Ltd(603198) rose prominently Tsingtao Brewery Company Limited(600600) and so on
Liquor stocks rose in intraday trading on the 21st. As of press time, Shanghai Bairun Investment Holding Group Co.Ltd(002568) led, Anhui Gujing Distillery Company Limited(000596) , Anhui Yingjia Distillery Co.Ltd(603198) rose ahead, Anhui Kouzi Distillery Co.Ltd(603589) , Shede Spirits Co.Ltd(600702) , Tsingtao Brewery Company Limited(600600) , Hai Nan Yedao (Group) Co.Ltd(600238) , Chongqing Brewery Co.Ltd(600132) all strengthened.
Anxin Securities pointed out that from the fundamentals, valuation and capital side, Baijiu shares already have a high winning rate. (1) Fundamentals: the contract liabilities are high and there are sufficient reservoirs. According to the channel research feedback, the dealers in some regions have more money and less goods, and have a strong willingness to pay. The current consumption scenario is less affected than everyone thought. In addition, on January 16, 2022, the national development and Reform Commission issued ten measures to promote consumption, emphasizing the need to stabilize and expand consumption under the condition of normalization of epidemic prevention and control, implement local main responsibilities, prevent simplification, "one size fits all" and "layer by layer" prevention and control, and minimize the impact on people's production and life, In low-risk areas, we should ensure the rational flow of urban and rural residents in short distance and normal consumption activities.
(2) valuation: after adjustment, the pessimistic expectation of the impact of the epidemic has been basically fulfilled, and the valuation advantages of the sector have been highlighted. According to the unanimous prediction, the current Wuliangye Yibin Co.Ltd(000858) corresponds to that in 2022, PE has been less than 30 times, some regional liquor has dropped to about 20 times, and the valuations of Maotai, Laojiao, Fenjiu and sub high-end liquor have fallen to a lower level. It is rare in history that the payment collection is good and the stock price is weak, At present, the greater risk may lie in trampling.
(3) capital side: whether it is better economy, stronger consumption or economic weakness - stimulus recovery, the same path will lead to consumption, and Baijiu will eventually rise.
Guotai Junan Securities Co.Ltd(601211) Securities believes that Baijiu start a quick start, low inventory to achieve a good start, is expected to follow the peak season dynamic sales performance shows regional differentiation, price differentiation, scene differentiation, the whole year is expected to high-end robust, high-end high-end growth, regional structural upgrading, continuation of the head wine enterprises, products and channels under the continuous change of alpha advantages, value after digestion, the configuration value highlights. It is suggested to increase holdings in three main lines: 1) stick to high-end value: Maotai, Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) ; 2) Growth targets: Shede Spirits Co.Ltd(600702) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Jiugui Liquor Co.Ltd(000799) ; 3) Regional three swordsmen Anhui Yingjia Distillery Co.Ltd(603198) , Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) , Anhui Gujing Distillery Company Limited(000596) , etc.
the industrialized application of biological breeding has been steadily and orderly promoted, and attention has been paid to transgenic character companies with mature industrialization conditions
On January 20, Zeng Yande, chief agronomist of the Ministry of agriculture and rural areas and director of the development planning department, said at the press conference that four departmental regulations, including the measures for the examination and approval of major crop varieties, are being revised to clarify the relevant provisions on the industrialized application of genetically modified crops. Together with relevant departments, we will continue to steadily and orderly promote the industrialized application of transgenic and other biological breeding and promote the high-quality development of the seed industry based on the principles of respecting science, strict supervision, abiding by laws and regulations and ensuring safety.
Citic Securities Company Limited(600030) pointed out that the Ministry of agriculture and rural areas issued the national agricultural and rural science and technology development plan during the 14th five year plan, which made it clear that major breakthroughs in biological breeding should be achieved during the 14th Five Year Plan period, emphasized the role of leading seed enterprises and the integration of Science and enterprises, and paid attention to the transformation of scientific and technological achievements. The plan has a strong commitment to the action plan for the revitalization of seed industry and is a comprehensive deployment for the revitalization of seed industry at the level of scientific and technological innovation. The policy conditions, industrial conditions and public opinion conditions of biological breeding industrialization are becoming more and more mature, and the industrialization is about to be implemented. It is suggested to continue to pay attention to high-quality leading seed enterprises with advantages in variety and R & D innovation and transgenic companies with mature industrialization conditions, with emphasis on Beijing Dabeinong Technology Group Co.Ltd(002385) , Shandong Denghai Seeds Co.Ltd(002041) .
the "14th five year plan" for tourism development is released. By 2025, great progress has been made in the construction of a tourism power (with shares)
The State Council recently issued the "14th five year plan" for tourism development, drawing up a blueprint for the development of tourism in the next five years in terms of development objectives, key tasks and security system. The plan proposes that by 2025, the development level of tourism will be continuously improved, the modern tourism system will be more perfect, the effective supply, high-quality supply and flexible supply of tourism will be more abundant, and the consumption demand of mass tourism will be better met. China's tourism is booming, inbound and outbound tourism is advancing in an orderly manner, the international influence and competitiveness of tourism are significantly enhanced, and significant progress has been made in the construction of a tourism power.
Guosen Securities Co.Ltd(002736) pointed out that the 14th five year plan of tourism proposed to choose the opportunity to promote inbound and outbound tourism, which echoed the key recovery of the international market from 2023 to 2025 in the 14th five year plan of civil aviation, and the industrial policy level has been ready for liberalization. It is true that the decision-makers need to weigh the pros and cons of liberalization, and the short-term clearing policy will continue. However, when they choose to liberalize one day, they believe that the loosening of China's epidemic prevention policy and the full and effective opening of the country are carried out simultaneously with a high probability. After the emergence of vaccines and specific drugs at the same time, it is only a matter of time for mankind to overcome the epidemic. When a strong boom is expected, the share price of aviation stocks is likely to remain active. It is undeniable that the short-term prosperity of civil aviation may still be disturbed by the sporadic epidemic, but the prosperity of the industry is highly expected after the epidemic subsides completely. The boom brought by the supply and demand reversal is industrial, and large and small airlines will benefit fully. From the perspective of valuation, Pb valuation of airlines is near the historical center, and there is still room for improvement. It is recommended to Air China Limited(601111) , China Southern Airlines Company Limited(600029) , China Eastern Airlines Corporation Limited(600115) , Spring Airlines Co.Ltd(601021) , Juneyao Airlines Co.Ltd(603885) .
Citic Securities Company Limited(600030) believes that throughout 2022, the trend of weakening the impact of the epidemic is clear, and the main line of investment in epidemic repair is expected to run through the whole year. Maintain the recommended order of the sector: Hotel > duty free > OTA > scenic spot > catering > gambling. Maintain individual stock recommendations: Btg Hotels (Group) Co.Ltd(600258) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) , Huazhu group, Ctrip, Tongcheng travel, Helens, Songcheng Performance Development Co.Ltd(300144) , jiumaojiu, Naixue's tea, China Cyts Tours Holding Co.Ltd(600138) .
