[information summary]
the central network information office and other 10 departments issued the action plan for digital village development (2022-2025)
10 departments including the central network information office issued the action plan for digital village development (2022-2025). The action plan deploys key actions in eight areas. The first is the upgrading of digital infrastructure, the second is Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) innovative development, the third is the development of new business forms and new models, the fourth is the improvement of digital governance ability, the fifth is the revitalization of rural network culture, the sixth is the building of smart green countryside, the seventh is the improvement of public service efficiency, and the eighth is the expansion and deepening of network assistance. At the same time, the action plan also established seven key projects such as the digital transformation and upgrading project of rural infrastructure as an important starting point for the implementation of the above actions.
China Foundation Association: by the end of December 2021, the scale of private asset management business of securities and futures institutions totaled 15.98 trillion yuan
According to the data of China Foundation Association, as of the end of December 2021, the scale of private asset management business of securities and futures institutions totaled 15.98 trillion yuan (excluding social security fund and enterprise annuity), a decrease of 851.8 billion yuan or 5.06% compared with the end of last month. Among them, securities companies and their asset management companies decreased by 611.347 billion yuan or 7.37% compared with the end of last month; Fund subsidiaries decreased by 180.205 billion yuan or 7.20% compared with the end of last month.
large AMCs will participate in the asset disposal of risky real estate enterprises
The reporter learned on the 26th that recently, the financial management department convened several national asset management companies (AMC) to study the participation of asset management companies in asset disposal, Project M & A and related financial intermediary services of risky real estate enterprises in accordance with the principles of marketization and legalization. Many experts said that if asset management companies intervene, it is expected to speed up the asset disposal progress of real estate enterprises in danger and better maintain the healthy and stable development and virtuous circle of the real estate market. (China Securities Journal)
the State Council issued the opinions on supporting Guizhou to break a new path in the western development in the new era
The State Council printed and distributed the opinions on supporting Guizhou to break a new path in the western development in the new era. It is proposed to coordinate the two resources of China’s international markets, the construction of opening-up channels and platform carriers, deeply promote institutional opening-up, and create an upgraded version of the inland open economic pilot zone. Deeply implement the digital economy strategy, strengthen the support of scientific and technological innovation, activate the potential of data elements, promote the integrated development of digital economy and real economy, and explore experience for industrial transformation and upgrading and digital China construction.
State Council: support the construction of Guiyang big data exchange and promote the circulation of data elements
The State Council recently issued the “opinions on supporting Guizhou to blaze a new path in the western development in the new era”, according to the Chinese government website on the 26th. It is proposed to promote the construction of national big data comprehensive experimental zone and Guiyang big data science and innovation city, and cultivate and expand emerging digital industries such as artificial intelligence, big data, blockchain and cloud computing. Accelerate the project of “counting from the east to the west”, lay out and build the master data center and backup data center, build the national hub node of the national integrated computing network, and build a nationwide computing support base. Support the construction of Guiyang big data exchange and promote the circulation of data elements.
State Council: to play the advantage of Maotai flavor liquor origin and main producing areas in Chishui River Basin, and build an important Baijiu Baijiu production base
The State Council issued the opinions on supporting Guizhou to blaze a new path in the western development in the new era. It is proposed to support the layout and construction of industrial backup bases such as key parts, key materials and key equipment. We should give full play to the advantages of Maotai Baijiu liquor origin and main producing areas in Chishui River Basin and build an important Baijiu production base in China. We will promote the development of the intensive processing industry of characteristic foods and traditional Chinese medicine, and support the inclusion of Guizhou Miao medicine and other national medicines that meet the requirements in the Pharmacopoeia of the people’s Republic of China.
Ministry of Finance: the total profit of state-owned enterprises in 2021 was 4516.48 billion yuan, a year-on-year increase of 30.1%
Ministry of Finance: from January to December 2021, the total operating revenue of state-owned enterprises was 75554.36 billion yuan, with a year-on-year increase of 18.5% and an average increase of 9.9% in two years (based on the corresponding figures in the same period in 2019 and calculated by geometric average method). Among them, central enterprises reached 41727.93 billion yuan, a year-on-year increase of 17.7%, with an average increase of 7.8% in the two years; Local state-owned enterprises reached 3382644 billion yuan, a year-on-year increase of 19.5% and an average increase of 12.7% in the two years. From January to December, the total profit of state-owned enterprises was 4516.48 billion yuan, a year-on-year increase of 30.1% and an average increase of 12.1% in the two years. Among them, central enterprises reached 2861 billion yuan, a year-on-year increase of 27.0%, with an average increase of 12.4% in the two years; Local state-owned enterprises reached 1655.47 billion yuan, a year-on-year increase of 35.9% and an average increase of 11.5% in the two years.
11 departments including the central bank and the Ministry of Public Security jointly launched a three-year action to crack down on money laundering crimes
Recently, the people’s Bank of China, the Ministry of public security and other 11 departments jointly issued the three-year action plan for combating and controlling money laundering crimes (2022-2024), and decided to carry out the three-year action for combating and controlling money laundering crimes nationwide from January 2022 to December 2024
[new stock dynamics]
subscription of Yuehai feed tomorrow
Tomorrow (January 27), Yuehai feed will open the subscription, the subscription code is 001313, and the issue price is 5.38 yuan / share.
The company’s main business: R & D, production and sales of special aquatic compound feed.
municipal Party Committee on the science and Innovation Board: Kyushu first track and chaozhuo aviation branch were approved, and Melander suspended consideration
According to the results of the review meeting of the municipal Party Committee on the science and Innovation Board on January 26, Beijing Jiuzhou first track environmental technology Co., Ltd. and Hubei chaozhuo Aviation Technology Co., Ltd. were approved for the first time, and Nanjing mailande Medical Technology Co., Ltd. suspended the review
[institutional perspective]
Huatai Securities Co.Ltd(601688) : A shares are expected to rebound in stages after “squatting”
Huatai Securities Co.Ltd(601688) believes that from now on to the Spring Festival, the “entanglement” between short-term hedging demand and medium-term policies still exists, and the probability of market shock stabilizing is high. From the end of the festival to the window period of the two sessions, the suppression of short-term hedging is lifted, the strength of medium-term and long-term policies is expected to increase, and A-Shares are expected to rebound in stages after “squatting”, That is, enter the first half of the second stage within the range from the end of the policy to the end of the valuation (increased policy efforts and market repair).
Haitong Securities Company Limited(600837) : the uncertainty of peripheral stock markets has increased significantly. It is recommended that investors hold money for the holiday
Haitong Securities Company Limited(600837) said that the Federal Reserve’s interest rate discussion fell on Wednesday night and the PMI fell on the weekend. The mandatory annual report forecast disclosure ended. On the contrary, there were no uncertain events after the Spring Festival in February. In the short term, we still maintain the pre holiday strategy: stay sober, stay drunk, sit on the sidelines and wait for the rebound opportunity after the festival. In particular, there are only two trading days left from the long Spring Festival holiday, and the uncertainty of the peripheral stock market has increased significantly. It is suggested that investors hold money for the festival and operate after the market is clear after the festival.
YueKai Securities: the policy expectation after the festival is renewed, and the market turns to pursue high elasticity
YueKai Securities pointed out that investors should “look at the long scenery”. Under the theme of “focus on me”, steady growth is still the focus of the market in the near future. Whether it is broad money or credit, the policy underpinning economy is worth looking forward to. For the future market, the pre festival market pursues certainty, the performance of blue chip in the large market is better than that of small and medium-sized markets, the policy expectation after the festival rises again, and the market turns to pursue high elasticity. It is expected that steady growth in the first quarter is still the main market, and it is expected to take the lead in opening a wave of market dominated by large cap stocks.
Huaxi Securities Co.Ltd(002926) : the power of incremental funds to enter the market is insufficient, and A-Shares still show structural market characteristics
Huaxi Securities Co.Ltd(002926) mentioned that near the Spring Festival, A-Shares are affected by the disturbance of the Federal Reserve’s monetary policy and the uncertainty of the news before the long holiday, the power of incremental funds to enter the market is insufficient, and A-Shares still show the characteristics of structural market. Since December last year, China’s steady growth policy has made forward-looking efforts. The central bank has successively lowered reserve requirements and interest rates, and there is still room for subsequent interest rate cuts. The market is in a “wide money” window period, and macro liquidity is expected to remain relatively loose. Structurally, “wide credit” is the ultimate demand of the central bank for wide money. Infrastructure and real estate are important. The real estate regulation policy is expected to be marginal loose. Urban renewal, affordable housing construction and new infrastructure are the key directions. In terms of operation strategy, Huaxi Securities Co.Ltd(002926) suggests to focus on “undervalued blue chip”: first, it is related to traditional infrastructure, such as banks and building materials; Second, the real estate and its upstream and downstream industrial chain benefiting from the marginal improvement of real estate policy. Focus on topics: digital economy, meta universe, traditional Chinese medicine, etc
[investment opportunity]
in 2021, the new installed capacity of wind power photovoltaic power generation in China will exceed 100 million KW, and the construction of large-scale wind and solar power base projects will be accelerated
On January 25, the latest data released by the national energy administration showed that the newly installed capacity of wind power and photovoltaic power generation in China exceeded 100 million kW in 2021. On January 24, the 36th collective learning meeting of the Political Bureau of the CPC Central Committee proposed that the gradual withdrawal of traditional energy must be based on the safe and reliable substitution of new energy, and efforts should be made to plan and build a new energy supply and consumption system based on large-scale wind and solar power bases.
Huachuang Securities pointed out that on December 30, the SASAC issued the guidance on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization, which made it clear to comprehensively promote the large-scale development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation, adhere to both centralized and distributed development, and give priority to the local and nearby development and utilization of wind energy and Cecep Solar Energy Co.Ltd(000591) , Accelerate the innovation, upgrading and characteristic application of intelligent photovoltaic industry. By 2060, the industrial system of green and low-carbon circular development of central enterprises and the clean, low-carbon, safe and efficient energy system will be fully established, and the energy utilization efficiency will reach the advanced level of world-class enterprises, forming the core competitive advantage of green and low-carbon.
To achieve the dual carbon goal, the focus is to build a new power system with new energy as the main body, vigorously develop new energy, promote the large-scale development and high-quality development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation, coordinate the construction of UHV power transmission channels, build a strong smart grid, and develop “new energy + energy storage”, the integration of source, network, load and storage, and multi energy complementarity. Firmly optimistic about investment opportunities in photovoltaic, wind power and energy storage sectors. Suggestions: 1) profit recovery logic of integrated component enterprises benefiting from the decline of silicon material price: Ja Solar Technology Co.Ltd(002459) , Longi Green Energy Technology Co.Ltd(601012) , Trina Solar Co.Ltd(688599) ; 2) Electrochemical energy storage battery enterprises Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Shenzhen Dynanonic Co.Ltd(300769) , Jiangsu Lopal Tech.Co.Ltd(603906) , Hunan Zhongke Electric Co.Ltd(300035) , Shenzhen Capchem Technology.Ltd(300037) with broad growth space in the future; 3) Inverter links that extend the outlet and superimpose energy storage and fast shutdown concepts: Sungrow Power Supply Co.Ltd(300274) , Ginlong Technologies Co.Ltd(300763) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Ningbo Deye Technology Co.Ltd(605117) ; 4) Photovoltaic auxiliary materials with stable and good pattern: Hangzhou First Applied Material Co.Ltd(603806) , Flat Glass Group Co.Ltd(601865) ; 5) Relevant targets of new power system construction Nari Technology Co.Ltd(600406) , Xj Electric Co.Ltd(000400) , etc.
excellent companies that select traditional Chinese medicine consumer goods under the pressure of price increase and centralized purchase by many Chinese patent medicine enterprises are important ideas
According to China Central Television finance and economics, recently, a number of Chinese patent medicine enterprises announced an increase in drug prices due to the rise in the price of traditional Chinese medicine. Guangzhou Qingping traditional Chinese medicine market is the largest wholesale market of traditional Chinese medicine in South China. A merchant told reporters that at present, the price of most traditional Chinese medicine sold in the market is still rising, especially tonic medicine. Despite the sharp rise in the price of traditional Chinese medicine, the market sales volume increased instead of decreased. The person in charge of a Chinese herbal medicine e-commerce platform said that the sales of Chinese herbal medicine on the platform was about 30 billion yuan in 2021, an increase of 5% year-on-year. Insiders told reporters that the important reason for the general rise in the price of traditional Chinese medicine since last year is the mismatch between supply and demand. On the demand side, the recognition of traditional Chinese patent medicine has been significantly improved, and the demand is increasing; On the supply side, the price of traditional Chinese medicine continued to decline in the past few years, and the enthusiasm of farmers was not high, resulting in the decline of planting area, which had a certain impact on the supply of traditional Chinese medicine.
China Securities Co.Ltd(601066) believes that since 2021, the implementation speed of policies supporting the traditional Chinese medicine industry at the national level has been significantly accelerated. The State Administration of traditional Chinese medicine has given directional guidance on the construction of industry capacity and system; The state medical insurance administration and the administration of traditional Chinese medicine jointly issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, which requires deepening the reform of the medical security system and supporting and promoting the inheritance, innovation and development of traditional Chinese medicine; In terms of registration and approval, the state has vigorously promoted the inheritance and innovation of traditional Chinese medicine. The number of innovative traditional Chinese medicine, whether applied for registration or approved, has reached a record high. The varieties of new drugs approved in 2021 are widely distributed in the field of disease treatment. However, at the same time, the centralized collection of traditional Chinese medicine by local alliances is also being promoted. The follow-up market of traditional Chinese medicine will develop in depth, and the excellent companies that select traditional Chinese medicine consumer goods may be one of the important ideas. Recommend China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) and think that: 1. The company is a multi brand successful operation platform scarce in the market. The management team comes from the front line of business and has a deep understanding of the industry; The report quality is relatively healthy, and the recent implementation of equity incentive is also of positive significance to the development of the company. 2. The drag of prescription drugs on growth is coming to an end. 3. China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) can benchmark consumer goods companies, and the valuation is expected to gradually increase to 20-30 times.
China Greatwall Securities Co.Ltd(002939) recommended Tianjin Zhongxin Pharmaceutical Group Corporation Limited(600329) . Three varieties of Darentang were selected into the clinical application guide, and the curative effect of the product was fully recognized in the industry. Under the condition of continuous improvement of the company’s operation, the company has obvious advantages in medical resources, and the profit space needs to be further released. The company has a strong foundation for the improvement of valuation. It is expected that the dynamic PE of 25-35 times will be the central level of valuation in the future.
[announcement selection]
Jolywood (Suzhou) Sunwatt Co.Ltd(300393) : in 2021, the advance loss was 220 million yuan – 280 million yuan, which was transferred to loss year-on-year
Avic Jonhon Optronic Technology Co.Ltd(002179) performance express: the net profit in 2021 was 1.991 billion yuan, with a year-on-year increase of 38.37%
Changzhou Tiansheng New Materials Co.Ltd(300169) : the control of the company is to be changed, and the trading will be resumed from January 27
Shanghai Milkground Food Tech Co.Ltd(600882) : the net profit in 2021 is expected to increase by 136.26% – 203.76% year-on-year
Xtc New Energy Materials( Xiamen) Co.Ltd(688778) : the net profit in 2021 increased by 121.48% year-on-year, and the sales volume of products increased
Huabao Flavours & Fragrances Co.Ltd(300741) : the actual controller has been subjected to residential surveillance at the designated residence
Xinjiang Zhongtai Chenical Co.Ltd(002092) : the net profit in 2021 increased by more than 17 times year-on-year
Beijing Hualian Hypermarket Co.Ltd(600361) : the main business will be changed to business related to aluminum alloy and its products
Caida Securities Co.Ltd(600906) performance express: the net profit in 2021 was 652 million yuan, with a year-on-year increase of 22.6%
Yongxing Special Materials Technology Co.Ltd(002756) : sign a joint venture agreement with Contemporary Amperex Technology Co.Limited(300750)
Venustech Group Inc(002439) : the net profit in 2021 is expected to increase by 6.34% – 13.8%
An Hui Wenergy Company Limited(000543) : the expected net profit loss in 2021 is 1.12 billion yuan – 1.502 billion yuan, which is transferred to loss year-on-year
Wuxi Lead Intelligent Equipment Co.Ltd(300450) : the net profit in 2021 will increase by 88.92% – 114.98%
Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) : the net profit in 2021 is expected to increase by 1292% – 1460% year-on-year
Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) : the net profit in 2021 will increase by 159.26% – 178.78%
Shanghaichengdiconstructioncorporationltd(603887) : in 2021, the advance loss was 450 million yuan to 650 million yuan, which was turned into a loss year-on-year
Xinxiang Chemical Fibre Co.Ltd(000949) : the net profit in 2021 is expected to increase by 1455.21% – 1574.84% year-on-year
Chongqing Sokon Industry Group Stock Co.Ltd(601127) : it is proposed to raise no more than 7.13 billion yuan and suspend the issuance and listing of H shares
Shandong Denghai Seeds Co.Ltd(002041) : the net profit in 2021 will increase by 100% – 150% year-on-year
Apt Medical Inc(688617) : several shareholders intend to reduce their total holdings of no more than 4.55% shares
Fangda Carbon New Material Co.Ltd(600516) : the net profit in 2021 is expected to increase by 91.33% to 130.6% year-on-year
Angang Steel Company Limited(000898) : the net profit in 2021 is expected to increase by about 256% year-on-year
Tianqi Lithium Corporation(002466) : the pre profit in 2021 is 1.8 billion yuan – 2.4 billion yuan, and the loss is reversed year-on-year
Kaiyuan Education Technology Group Co.Ltd(300338) : in 2021, the net profit loss in advance was 360 million yuan – 432 million yuan
Shandong Xinchao Energy Corporation Limited(600777) : the pre profit in 2021 is 850 million yuan, and the loss is reversed year-on-year
Ningbo Shanshan Co.Ltd(600884) : the net profit in 2021 is expected to increase by 2146% to 2356%
Visual China Group Co.Ltd(000681) : the actual controller intends to reduce the holding of no more than 4% shares
Anhui Tongfeng Electronics Company Limited(600237) : it is estimated that the net profit in 2021 will increase by 443.67% to 570.11% year-on-year
Kweichow Moutai Co.Ltd(600519) : it is proposed to invest 4.11 billion yuan in the construction of phase I project of Maotai flavored wine Xishui tongminba in the 14th five year plan
Wanhua Chemical Group Co.Ltd(600309) : increase MDI price in China
Yibin Tianyuan Group Co.Ltd(002386) : the net profit in 2021 is expected to increase by 447.99% – 482.51% year-on-year
Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) : in 2021, the pre profit was 410 million yuan to 450 million yuan, and the loss was reversed year-on-year
Zhuzhou Kibing Group Co.Ltd(601636) : the net profit in 2021 is expected to increase by 121.35% to 144.65% year-on-year
Zotye Automobile Co.Ltd(000980) : an advance loss of 400 million yuan to 600 million yuan in 2021, a year-on-year decrease
Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) : Director Li Kui accepts investigation from relevant departments
Starpower Semiconductor Ltd(603290) : the net profit in 2021 is expected to increase by 115.85% to 121.38% year-on-year
Xi’An Triangle Defense Co.Ltd(300775) : the net profit in 2021 is expected to increase by 100.58% – 120.15% year-on-year
Caihong Display Devices Co.Ltd(600707) : the expected profit in 2021 is 2.55 billion yuan to 2.7 billion yuan, and the loss is reversed year-on-year
Issuance result of Citic Securities Company Limited(600030) Allotment: the subscription amount is 22.396 billion yuan, and the trading will resume from January 27
Ourpalm Co.Ltd(300315) : in 2021, the pre loss was 1 billion yuan – 1.4 billion yuan, which was transferred to the loss year-on-year
