Disseminate the A-share market information as soon as possible, observe the market trend, grasp the logic of ups and downs, and explore investment opportunities.
The brokerage sector is strong again!Bank of China Securities two consecutive boards, Oriental wealth, etc. rose sharply
BrokerageThe plate rose strongly during intraday trading on the 25th. As of press time,Bank of China Securities、Jinlong shares、Caida SecuritiesWait for the daily limit,Oriental wealth、Guolian SecuritiesRose more than 7%,Xiangcai sharesRose more than 6%,Nanjing Securities、CICC、Guosheng Financial Holdings、Everbright SecuritiesWait for an increase of more than 4%. It is worth noting thatBank of China SecuritiesIt has risen sharply for three consecutive days, including two daily limit.
Shanxi SecuritiesSaid that under the guidance of supervision, it has become the consensus of the industry to be better and stronger, focus on the main business, and enhance the core competitiveness. At present, the risks of the securities industry have further cleared, the fundamentals are clearly improving, and the valuation is at a relatively low level.Asset-light businesses such as wealth and asset management are less dependent on capital, have lower marginal costs, and have relatively low overall risks. The moat obtained in light-capital businesses is relatively strong, which is also conducive to smoothing.Performancefluctuation. From the perspective of secondary market trends, securities firms with advantages in light asset business are more favored by the market and have higher premiums. It is recommended to pay attention to the leading securities firms with comprehensive business leadership and the securities firms with a relatively high moat in the asset-light business.
The concept of medical cosmetology goes higher!Amec soars by more than 9%, plans to spend nearly 900 million to acquire South Korean botox company
The concept of medical aesthetics went higher during the day on the 25th. As of press time,AmicRose more than 9%, and the stock price exceeded 750 yuan, a record high after the restoration of rights; in addition,Guangpu sharesRose nearly 9%,Huaxi Biological、Huadong MedicineAn increase of over 7%,Haohaishengke、Betteni、Longzi sharesWait for an increase of over 5%.
On the news,AmicReleased in the evening on the 24thannouncementSaid that in order to further promote and enhance the company’s international strategic layout capabilities, promote the company’s development by investing in global leading companies in related fields, introducing advanced overseas technologies and achievements, and consolidating and maintaining the company’s industry leading position, the company intends to use super fundraising. Approximately 886 million yuan to Huons BioPharma Co. , Ltd. (Hereinafter referred to as “Huons Bio”) to increase capital and acquire part of Huons Bio’s equity. After the completion of this capital increase and acquisition,AmicA total of 1,220,000 shares of the target company are held, with a shareholding ratio of 25.4%.
Zheshang SecuritiesIt is pointed out that the botulinum toxin injection project is very hot in the domestic market, according to the “New oxygenAccording to “White Paper on Medical Beauty Industry”, botulinum toxin ranks second only to hyaluronic acid among non-surgical medical beauty projects that are most popular with consumers. Currently, there are four major brands of botulinum toxin approved by the State Drug Administration: Hengli, Botox, Jishi, and Le Tibao. Among them, Hengli is a domestic brand, and Botos, Jishi, and Le Tibao are all imported overseas brands. At the same time, there are a large number of parallel imports and fakes in the domestic botulinum toxin market. The parallel imports market is dominated by Korean brands: powder poison, white poison, green poison, and small golden bottles. The type A botulinum toxin product jointly developed by Amic and Huons Global has entered clinical trials in China. on the basis of,Company investmentHuons Bio is conducive to further in-depth cooperation between the two parties, making botulinum toxin products a new growth point for the company, and enhancing the future market space of the company’s products.
The BIPV concept once again greatly boosted TusHoldings’ four-linked shares in Sente
The BIPV concept once again rose strongly during intraday trading on the 25th. As of press time,Enlightenment DesignRose more than 16%,Xiuqiang shares、Jiayu sharesRose more than 12%,Qingyuan shares、Jangho Group、Center shares、Top Rixin Energy、Ruihe shares, Guangtian shares and other daily limit. It is worth noting thatCenter sharesThe daily limit has been four consecutive trading days.
The strengthening of the BIPV concept is mainly stimulated by the news that the National Energy Administration plans to promote the pilot project of rooftop distributed photovoltaic development. On the news, on June 20th, the National Energy and Comprehensive Department officially issued the “Notice on Reporting the Pilot Program for the Development of Roof Distributed Photovoltaics in the Whole County (City, District)”, and plans to carry out the pilot work of promoting the development of distributed photovoltaic power on the roof of the whole county. , Pointed out that the minimum area ratio for photovoltaic installations is 50% for party and government agencies, 40% for school hospitals, 30% for industry and commerce, and 20% for rural roofs. The submission deadline is July 15 this year. Previously, 15 ministries and commissions issued the “Opinions on Strengthening County Green and Low-Carbon Construction” on June 9, requiring “to reduce the proportion of traditional fossil energy in building energy by increasing the proportion of rooftop photovoltaics and implementing BIPV development.” CICC believes that the importance of distributed photovoltaics in the process of carbon neutrality is gradually recognized.
CICC stated that the notice pointed out that my country’s building roof resources are abundant and widely distributed, and there is great potential for the development and construction of rooftop distributed photovoltaics. With reference to the remote sensing and actual mapping data of the ratio of urban and rural construction land to the roof developable resources, based on 200W/m2, my country’s urban and rural rooftop distributed photovoltaic developable space is about 5,800 GW; the BIPV part of the curtain wall can contribute about 2,200 GW in addition Considering the 80% development ratio, these two parts can contribute 6,400 gigawatts of installed capacity, which is about 54% of the installed photovoltaic capacity (including hydrogen production) in 2060, and become the key to supporting the zero-carbon power system.
Can all kinds of “Mao” stocks still be deployed? The brokerage strategy meeting point of view is “fighting”
The first half of 2021 is about to pass, and a number of brokerages’ mid-year strategy meetings are in full swing. Regarding the A-share trend, investment style, and asset allocation in the second half of the year, various research institutes quietly started a non-face-to-face “sword”.
Since the beginning of March this year, the value of many White Horse stocks has experienced a sharp correction, and even hit a new low since the next stage, making many heavy warehouses “top-flowing”.fund“Managers” in the first half of the rankings “myth shattered”. For this reason, around these “mao” stocks, there were also opinions “fights” at the brokerage strategy meeting in the middle of the year. There are brokerage chief strategiesAnalystIt is believed that the simple “leader lie to win” strategy is invalid, and the configuration should put growth in the first place; some chief strategy analysts of brokerages said that the characteristics of leading companies will become more and more obvious, and the callback since the Spring Festival is only cost-effective. Self-correction is still worth configuring.
Spandex prices hit new highs and the industry’s prosperity is expected to exceed expectations (attached stock)
According to Baichuan Information, the recent trend of spandex has been strong, and the price has continued to increase. On June 24, the market prices of spandex 40D and 20D were 72,000 yuan/ton and 95,000 yuan/ton, respectively. Since the beginning of this year, Spandex 20D and Spandex 40D have increased by 95.9% and 84.6% respectively, setting a record high.
Guosen SecuritiesIt is pointed out that from the perspective of the characteristics of spandex, the minimum inventory of the factory should be 10-15 days. The spandex inventory has been maintained at a very low inventory of about 15 days since Q3 of 2020. The current industry inventory is only 12-14 days, which is still at an absolute low level. . There will be no new production capacity in 2021, and the spandex industry is expected to exceed expectations in 2021.
The agency believes that in the long run, the supply and demand pattern of spandex will improve, and the industry will develop in the direction of high concentration and low cost. As of the end of 2020, the domestic spandex production capacity was about 890,000 tons, and there were about 20 producing manufacturers, with a CR5 of 68.2%. The future expansion of the industry will focus on the top five industry leaders. Regardless of the exit of existing old production capacity, it is estimated that domestic production capacity is expected to exceed 1.4 million tons per year in 2025, and the industry concentration will exceed 80%. The compound growth rate of production capacity in the next 5 years will be about 8.9%, and the industry demand growth rate will be 8-10%. Basically, the industry supply is still tight.It is recommended to pay attention to the leader in the spandex industryHuafeng Chemical、Taihe New Material。
my country’s new world record for on-site optical fiber quantum communication is expected to open further (with stock)
According to Xinhua News Agency, it was learned from the University of Science and Technology of China that Pan Jianwei, an academician of the Chinese Academy of Sciences, and his colleagues Zhang Qiang and Chen Tengyun, in cooperation with Jinan Institute of Quantum Technology Wang Xiangbin and Liu Yang, have recently made breakthroughs in the field of long-distance high-performance single-photon interference technology. The two technical schemes realize the dual-field quantum key distribution of 428 kilometers and 511 kilometers respectively, creating an on-site non-relay optical fiber quantum key distribution transmission distanceNew worldRecord.
Guorong Securities believes that in recent years, quantum technology has developed by leaps and bounds and has become the frontier of a new round of technological revolution and industrial transformation. Quantum communication is currently one of the forward-looking new-generation information technologies that my country is focusing on. my country has successfully built the world’s first satellite-to-ground quantum communication network. The entire network covers 32 nodes in my country’s four provinces and three cities, including Beijing, Jinan, Hefei and Shanghai’s 4 Quantum Metropolitan Area Networks are connected to the “Mozi” through two satellite ground stations, with a total distance of 4,600 kilometers. At present, it has access to more than 150 users in the finance, power, government and other industries. In the future, with the completion of the quantum secure communication standard system and the further improvement of industry user awareness with security needs, the market space for quantum communication technology is expected to be further opened.
(Article Source:Oriental wealthResearch center)
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