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the concept of digital currency is active again Shenzhen Emperor Technology Company Limited(300546) “20cm” limit Yunnan Nantian Electronics Information Co.Ltd(000948) and other two boards
The concept of digital currency rose strongly again on the 24th. As of the press release, Shenzhen Emperor Technology Company Limited(300546) “20cm” limit, Yunnan Nantian Electronics Information Co.Ltd(000948) , Szzt Electronics Co.Ltd(002197) “10cm” limit, Feitian Technologies Co.Ltd(300386) , Chase Science Co.Ltd(300941) , Newcapec Electronics Co.Ltd(300248) and other increases were higher. It is worth noting that Yunnan Nantian Electronics Information Co.Ltd(000948) , Szzt Electronics Co.Ltd(002197) has been trading for two consecutive trading days.
In terms of news, on January 20, the Federal Reserve released the report “money and payment: US dollar in the era of digital transformation”, which expounded its views on the benefits and risks of issuing central bank digital currency (CBDC), clarified the preconditions for issuing digital dollars, and solicited opinions from the public on more than 20 issues within 120 days. The Federal Reserve believes that the current global CBDC research boom may come from the central bank’s anxiety about the rise of private sector digital currencies (bitcoin, stable currency, etc.), and digital dollar may be a huge innovation to the dollar.
Guosheng Securities pointed out that although the Fed stressed that the release of the report aims to throw out opinions and solicit public opinions, it does not represent the action tendency of issuing or not issuing digital dollars, the release of the report itself reflects the Fed’s high attention to the subject of CBDC. Previously, some branches of the Federal Reserve issued reports on this subject, and the head of the Federal Reserve chairman made oral statements. The release of this report reflects the unprecedented attention of the Federal Reserve headquarters to CBDC. In addition, the Federal Reserve has repeatedly expressed its concern that the issuance of CBDC by some countries may harm the United States to maintain its leading position in relevant fields, and proposed that the United States will actively participate in the formulation of CBDC international standards regardless of whether it issues digital dollars or not, continuing its radical attitude in other financial and technology tracks.
The agency said that China and the United States complement each other at the CBDC track and are optimistic about the opportunities that the reconstruction of China’s electronic payment industry chain by digital RMB may bring to relevant institutions. Suggestions: 1. Bank acquiring service providers: card transfer, Lakala Payment Co.Ltd(300773) , Newland Digital Technology Co.Ltd(000997) ; 2. Financial IT / banking service providers: Shenzhen Forms Syntron Information Co.Ltd(300468) , Northking Information Technology Co.Ltd(002987) ; 3. Digital RMB related operating institutions: Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , Bank Of Communications Co.Ltd(601328) , Postal Savings Bank Of China Co.Ltd(601658) , China Merchants Bank Co.Ltd(600036) , Alibaba, Tencent, etc; 4. Security chip company: Unigroup Guoxin Microelectronics Co.Ltd(002049) , Huada electronics, etc; 5. Card dealer: Hengbao Co.Ltd(002104) , Chutian Dragon Co.Ltd(003040) , Wuhan Tianyu Information Industry Co.Ltd(300205) etc.
the construction of world-class Salt Lake industrial base will accelerate the performance of concept stocks
On January 21, at the seventh session of the 13th people’s Congress of Qinghai Province, Qinghai Province said that accelerating the construction of a world-class Salt Lake industrial base is the primary task of the work in 2022. According to the work report of Qinghai provincial government, we will focus on improving the competitiveness of strategic emerging industries and improve the comprehensive efficiency of salt lake resource utilization by strengthening, extending and supplementing the chain. In order to achieve the goal of “expanding the scale of lithium industry, releasing the capacity of lithium carbonate and improving the level of lithium battery industry”, Qinghai Province will set up a salt lake industry development fund and introduce a number of high-tech leading enterprises to promote the strength of salt lake industry clusters.
Caixin Securities pointed out that lithium battery, as the core component of new energy vehicles, has continuously increased its demand under the background of the rapid growth of the penetration rate of new energy vehicles, thus driving the continued strong demand for lithium carbonate. According to the price data of non-ferrous metals in Shanghai, as of January 21, the price of battery grade lithium carbonate was close to 350000 yuan / ton, an increase of more than 26% over the end of last year.
At present, there are three mainstream processes for preparing lithium carbonate, namely spodumene calcination, mica lithium extraction and salt lake lithium extraction. The cost difference of the three preparation processes is very large. The complete cost of lithium extraction by spodumene calcination method is nearly 190000 yuan / ton. For the cost of extracting lithium from mica, if the enterprise has its own lithium mica ore, the complete cost of a single ton of lithium carbonate is about 40000 ~ 50000 yuan. If it needs to purchase lithium mica ore, the cost of a single ton needs to increase by 40000 ~ 50000 yuan to 80000 ~ 100000 yuan. At present, the cost of extracting lithium from Salt Lake by adsorption method per ton of lithium carbonate can be controlled at or below 30000 yuan. Compared with lithium extraction from spodumene and mica, lithium extraction from Salt Lake has cost advantages.
Salt lake lithium concept stocks performed well. Statistics show that six stocks including Tibet Summit Resources Co.Ltd(600338) , Zangger mining, Beijing Water Business Doctor Co.Ltd(300055) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Chengdu Wintrue Holding Co.Ltd(002539) , Qinghai Salt Lake Industry Co.Ltd(000792) have announced the performance forecast for 2021, and the expected increase in net profit has exceeded 90%. Tibet Summit Resources Co.Ltd(600338) the pre increase rate is the highest. The company expects the net profit to be 700 million yuan to 900 million yuan in 2021, with a year-on-year increase of 21.89 times to 28.43 times.
Changchun High And New Technology Industries (Group) Inc(000661) hit the limit again in the session. The company said that the impact of centralized mining has not been determined
Changchun High And New Technology Industries (Group) Inc(000661) (000661) opened low and went low on the 24th. It fell sharply in the session and once hit the limit; As of press time, the stock is approaching the limit. Previously, affected by the inclusion of growth hormone in centralized purchase, Changchun High And New Technology Industries (Group) Inc(000661) recently fell the limit for three consecutive trading days, and the market value evaporated nearly 28 billion yuan.
The company announced on the 23rd that on January 19, 2022, Guangdong Pharmaceutical Trading Center issued the “centralized procurement document of diclofenac and other drugs of Guangdong alliance”. According to the relevant documents in Schedules 1, 2 and 3 of the document, the company’s subsidiary Changchun jinshai Pharmaceutical Co., Ltd. recombinant human growth hormone for injection and recombinant human growth hormone injection have been included in the scope of centralized procurement in the alliance area. At present, the bidding procedure for the centralized purchase of drugs with quantity has not been officially started. The specific impact on the company’s performance will also depend on the actual participation of kinsay pharmaceutical in the bidding, the winning results and the winning price. The impact and degree of this centralized purchase on the company have not been determined. The company and kinsay pharmaceutical will formulate relevant plans on the premise of not violating laws and regulations based on the practical maintenance of the company’s interests.
As for the pledge of shares of the company’s controlling shareholders, Changchun High And New Technology Industries (Group) Inc(000661) said that after confirming with the pledgor and the company’s indirect controlling shareholders Longxiang Investment Holding Group Co., Ltd. and Changchun New Area Development Group Co., Ltd., the relevant shareholders will take supplementary guarantee measures such as supplementary property mortgage, supplementary guarantee and prepayment to ensure that the mortgagee will not take the means of closing positions. The State-owned Assets Supervision Department of Changchun new area will also pay close attention to the relevant situation to avoid risks.
Changchun High And New Technology Industries (Group) Inc(000661) also said that the current production and operation of the company and its branches and subsidiaries are normal, the team is stable, and the internal and external business environment has not changed significantly.
In addition, the company received a notice from some directors, supervisors and senior managers on January 21. Based on the good trend of the company’s development and sufficient confidence in the future development, out of the rational judgment of the company’s valuation, in order to further strengthen the awareness of market value management and boost market confidence, Nine directors and supervisors, including Ma Ji, chairman of the company, increased their holdings of 84700 shares of the company on the same day.
ten departments issued documents to further improve the service support capacity of electric vehicle charging infrastructure, and relevant industrial chains may be concerned (with shares)
Ten departments including the national development and Reform Commission and the National Energy Administration recently jointly issued the implementation opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure. The implementation opinions put forward that by the end of the 14th five year plan, China’s electric vehicle charging guarantee capacity will be further improved to form a moderately advanced, balanced layout, intelligent and efficient charging infrastructure system, It can meet the charging demand of more than 20 million electric vehicles. The implementation opinions proposed to continue to increase the research and development of new technologies and continuously improve the standard system. We should give full play to the energy storage characteristics of power batteries, explore and promote orderly charging, V2G and other forms, and realize the collaborative interaction between electric vehicles and power grids. Promote the power exchange mode according to local conditions in scenarios such as mines, ports and urban transshipment.
In terms of A-share investment, Chuancai Securities pointed out that while the sales of new energy vehicles have increased greatly, the utilization rate of public charging piles will also be improved. Except for the special calls from the head enterprises, other charging pile operation enterprises are also expected to improve their profits, and the era of charging pile operation profit is coming. In addition, both special call and star charging have introduced a number of shared private piles. These charging piles do not require enterprises to invest in construction costs, but can share profits, which will also improve the profitability of charging pile operating enterprises and effectively improve the industry fundamentals. It is suggested to pay attention to the charging pile industry chain, with relevant targets: Qingdao Tgood Electric Co.Ltd(300001) , Shenzhen Kstar Science & Technology Co.Ltd(002518) , Shenzhen Sinexcel Electric Co.Ltd(300693) , Shenzhen Increase Technology Co.Ltd(300713) , etc.
Citic Securities Company Limited(600030) pointed out that the rapid growth in the production and sales of new energy vehicles will accelerate the development of the charging and replacement industry. Considering the advantages of more efficient power replacement mode, more friendly to the power grid and land, as well as the disadvantages of low standardization, closed system and high investment cost, it is estimated that the Shanxi Guoxin Energy Corporation Limited(600617) vehicle energy supplement market will continue to maintain the pattern of charging first and power replacement second in the next five years, However, driven by capital, OEMs and policies, it is expected that the application and promotion of power exchange mode in some high-end passenger cars and operating vehicles will accelerate significantly. Key recommendations: 1) third party battery suppliers and operators with strong resource integration ability in the power exchange field, such as Contemporary Amperex Technology Co.Limited(300750) and Qingdao Tgood Electric Co.Ltd(300001) leading in the charging operation industry. It is recommended to pay attention to Gcl Energy Technology Co.Ltd(002015) ; 2) For power exchange equipment providers benefiting from the rapid increase of industry sales, it is recommended to pay attention to Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Bozhon Precision Industry Technology Co.Ltd(688097) , Shandong Weida Machinery Co.Ltd(002026) .
the 14th five year plan for the construction of modern circulation system has been released, and institutions are optimistic about a new round of upward cycle
On January 24, the national development and Reform Commission issued the plan for the construction of modern circulation system in the 14th five year plan, which proposed that by 2025, the construction of modern circulation system will be accelerated, the flow of commodities and resource elements will be smoother, commerce and logistics facilities will be improved, the circulation network and service system outside China will be improved, the circulation formats and modes will be richer and diversified, and the main body of circulation market will be more dynamic, The transportation carrying capacity and financial credit support capacity have been significantly enhanced, the emergency support capacity and green development level have been significantly improved, the circulation cost has continued to decline, the efficiency has been significantly improved, and the basic, leading and strategic role in unblocking the national economic cycle has been significantly improved.
China Merchants Securities Co.Ltd(600999) believes that in aviation, the development of civil aviation in the 14th five year plan will show obvious phased characteristics, but the fundamentals supporting the sustained and rapid growth of China’s civil aviation have not changed. The growth potential of the aviation market is large, and it is still in an important period of strategic opportunities. It is optimistic about the growth space of the medium and long-term aviation market. At present, sporadic outbreaks in China may relapse or become the new normal, but the increase in the proportion of covid-19 vaccination and the introduction of domestic specific drugs can effectively alleviate the impact of the epidemic on the civil aviation field. China’s civil aviation transportation demand will recover in twists and turns. In the medium and long term dimension, the reduction of the supply side will make the aviation sector enter a new round of upward cycle. Focus on the low-cost aviation leader Spring Airlines Co.Ltd(601021) and Air China Limited(601111) with better value in the route.
In terms of express delivery, in 2021, the business volume of national express service enterprises completed 108.3 billion pieces, a year-on-year increase of 29.9%; Business income totaled 1033.23 billion yuan, a year-on-year increase of 17.5%. At present, online consumer demand is resilient, and the growth rate of industry business volume is stable. Under the dual role of policy dividend and fee distribution adjustment, the industry unit price has increased, and the whole has entered a benign development channel. Express listed companies will usher in a comprehensive performance recovery. Focus on recommending comprehensive logistics leaders S.F.Holding Co.Ltd(002352) , Yto Express Group Co.Ltd(600233) , Yunda Holding Co.Ltd(002120) , and actively pay attention to Zhongtong express.
In terms of shipping, the international epidemic continues to spread, the new mutant strain Omicron continues to spread, the port congestion has not been alleviated, and the demand for centralized transportation is at a high level. It is expected that the price of the elderly association will still increase significantly in 2022. The freight rate of dry bulk cargo fluctuates violently. Considering the shortage of global energy supply and the arrival of crude oil to the warehouse, the marginal demand of crude oil transportation is good, and it is optimistic that the supply and demand fundamentals of the industry will reverse in the medium term, focusing on Cosco Shipping Energy Transportation Co.Ltd(600026) .
the printing and issuing agency of the 14th five year plan for ecological environment monitoring believes that the leader is accelerating the horizontal M & A expansion (with shares)
The ecological environment monitoring plan for the 14th five year plan issued by the Ministry of ecological environment recently stipulates that enterprises in key industries such as thermal power, iron and steel, oil and gas mining, coal mining and waste treatment will be organized to carry out pilot monitoring of greenhouse gas emissions such as carbon dioxide and methane, so as to promote the development of carbon emission measurement technology and the improvement of informatization level.
Guotai Junan Securities Co.Ltd(601211) believes that compared with the market scale of more than 10 billion in water treatment and flue gas treatment industry, environmental monitoring belongs to a typical small segment. Although a single segment has small market space and short demand release cycle, emerging monitoring needs continue to appear, and sustainable expansion can be realized through extensive development strategy. The mode of “extensive acquisition + continuous R & D” will become the key for local enterprises to build their core competitiveness. Most of China’s leading environmental monitoring equipment companies have a more comprehensive product line and business layout, with more R & D investment, laying the foundation for entering other relevant market segments. It is believed that at present, the leader of environmental monitoring equipment is accelerating the horizontal merger and expansion, and cutting into other high-profile tracks will bring opportunities for valuation and performance double-click.
Referring to the development history of overseas scientific service giant Thermo Fisher technology, it is believed that at present, China environmental monitoring equipment company is also entering a period of rapid horizontal M & A and expansion. In addition to the original environmental monitoring equipment business, China is accelerating the expansion of emerging segments such as life science instruments and laboratory high-end instruments, Expand the high boom track business and usher in investment opportunities with double-click performance and valuation. Recommend the environmental monitoring industry, and Focused Photonics (Hangzhou) Inc(300203) , Hebei Sailhero Environmental Protection High-Tech Co.Ltd(300137) , Beijing Sdl Technology Co.Ltd(002658) , Ningbo Ligong Environment And Energy Technology Co.Ltd(002322) , Jiangsu Skyray Instrument Co.Ltd(300165) , Lihe Technology (Hunan) Co.Ltd(300800) , Anhui Landun Photoelectron Co.Ltd(300862) , Guangzhou Hexin Instrument Co.Ltd(688622) are the beneficiary targets.
