概括
[Brokerstocksbrokeout!WhereisthenextoutletforthesubdivisionconceptofHengqiangCarbonNeutralizationastrongplayerinGuolianSecurities?】Thebrokeragesectorstrengthenedagainonthe24thAccordingtotheagencyintheshort-termthepaceofcapitalmarketreformhassloweddownbuttheregulatoryauthoritieshaveaclearandunshakablegoalanddirectionforthereformCurrentlyitincludesacomprehensiveregistrationsystemT+0mechanismandmarketlong-shortmechanism(securitieslending&derivatives)PoliciessuchasthederegulationofforeigninvestmentandoverseasinvestmentareallbeingresearchedandpromotedThesecuritiesindustryispoisedtobereleasedBythentheceilingofthesecuritiesindustry’sexhibitionindustrywillbefurthermovedup
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The brokerage sector is strong again!Guolian Securities once triple-linked CICC, etc. rose sharply
BrokerageThe plate strengthened again in intraday trading on the 24th,Guolian Securities、Bank of China Securities、Guosheng Financial HoldingsOnce soaring the daily limit,Founder Securities、Guojin Securities、Zhongtai Securities、CICCOutstanding performance of other stocks.
It is worth noting thatGuolian SecuritiesAt one time, the daily limit was achieved for three consecutive trading days, and the stock price exploded near the close of noon. Last night,Guolian SecuritiesreleaseannouncementSaid that as of now,the companyDaily business activities are normal, and the external environment has not undergone major changes.At present, no possible trading in the company’s stock has been foundpriceMedia reports and market rumors that have had a significant impact, the company has not involved other market hot concepts.
For the whole sector,Industrial SecuritiesSaid that due to pessimistic expectations, the market continues to pull back, and the current valuation of Securities III (Shenwan) PB has dropped to 1.68 times, and it is gradually entering the holding range of high cost performance.In the short term, the pace of capital market reform has slowed down, but the regulatory authorities have a clear and unwavering understanding of the goals and direction of the reform. Currently, it includes a comprehensive registration system, T+0 mechanism, and marketLong and shortMechanism (securities lending & derivatives),Overseas InvestmentPolicies such as liberalization are being researched and advancing, and the brokerage industry is accumulating power to be released, and the ceiling of the securities industry’s exhibition industry will be further moved up by then. Therefore, continue to be optimistic about the future performance of the brokerage sector.
Liquor sector made efforts to move higher!Jinhuijiu Sanlianban Gujing Gongjiu, etc. soared
On the 24th, the liquor sector made an effort to move higher. As of press time,Jin HuijiuThe daily limit is once again, and the stock has been closed for three consecutive days;Gujing GongjiuRose more than 6%,Highland Barley Wine、Welcome to the tribute wine、Kouzijiao、Golden Seed Wine、This worldWait for an increase of more than 4%.
In the evening of March 19,Jin HuijiuRelease the 2020 annual report, the company achieves throughout the yearOperating income1.731 billion yuan,Year-on-yearIncreased by 5.9%, go to motherNet profit331 million yuan, an increase of 22.4% year-on-year, plans to distribute cash dividends of 2.40 yuan (tax included) for every 10 shares.Among them, the revenue and net profit in the fourth quarter were 690 million and 170 million respectively. The revenue increased by 29.8% year-on-year, and the net profit increased by 59.6%.PerformanceExceeded expectations.
For the sector as a whole, Shenang Securities believes that the sector is in a stage of turbulence and bottoming, and the market will still be affected by capital behavior in the short term. After the callback, the stock price support factors have returned to the long-term performance driver. Give priority to recommending high-end liquor Moutai with stable profitability and strong certainty,Wuliangye、Luzhou Laojiao, In the stage of market stabilization, you can choose the best sub-high-end target with high performance flexibility and valuation cost performance.Yanghe shares、Shanxi Fenjiu、Drunkard liquor、This world、Gujing Gongjiu。
Carbon neutrality and ecological construction!The garden sector strongly raises the daily limit of garden shares, etc.
The garden sector had an active intraday trend on the 24th. As of press time,Dry landscape garden、Yueyang Forest Paper、Jinglan Technology、Garden sharesWait for the daily limit,Dongxu LantianRose nearly 7%,Beautiful ecology、Meishang Eco、Liberal arts gardenWait for an increase of over 5%.
In September 2020, my country proposed that carbon dioxide emissions will reach its peak by 2030, and strive to achieve carbon neutrality by 2060. In December 2020, the central economyjobsmeeting“Do a good job in carbon peaking and carbon neutrality” as one of the key tasks in 2021.During the two sessions, the government’s work report pointed out that an action plan for peaking carbon emissions by 2030 will be formulated to optimizeindustryStructure and energy structure, vigorously develop new energy. The process of carbon neutrality will accelerate, and the 14th Five-Year Plan period will become a critical period for achieving the goal of carbon neutrality.
Northeast SecuritiesPointed out that the achievement of the carbon neutral goal, in addition to the adoption ofIndustrial structureAdjustments, energy conservation, and other means to reduce carbon dioxide emissions can also increase carbon dioxide absorption through measures such as tree planting, forest management, and vegetation restoration. According to Nature, China’s terrestrial ecosystems absorbed approximately 11.1±380 million tons of carbon annually from 2010 to 2016, which is equivalent to 45% of domestic annual anthropogenic carbon emissions during the same period. Therefore, the role of garden ecology on carbon neutrality should not be underestimated. Vigorously developing landscaping and ecological restoration projects will help accelerate the realization of carbon neutrality goals.
Panel price rises for 10 consecutive months. Concept stocks have trended strongly since March
Data show that global LCD panel prices maintained an upward trend in March. This price increase cycle started in June 2020 and has lasted for nearly 10 months, making it the longest price increase cycle in history.Huatai SecuritiesResearch reportIt shows that as of late February 2021, the prices of mainstream 32-inch, 43-inch, 55-inch and 65-inch LCD TV panels have increased by 119%, 81%, 84% and 46% respectively compared to May 2020. .
CITIC SecuritiesSaid that there will be a shortage of upstream components in the futuresupplyThe demand for restricted superimposed terminals is strong,supply chainUnder the tense mood, OEMs are actively purchasing. Large-size LCD prices are expected to continue to the third quarter of 2021, and short-term upward momentum is still strong. In the long run, the production capacity of Korean factories has withdrawn, the new production lines of panel factories in mainland China are climbing year by year, and the domestic production capacity continues to be concentrated on the top, the market share of Chinese manufacturers will further increase in the medium and long term.
The carbon neutral technology route will soon be formulated for carbon capture technology windward (attached stock)
It is reported that the carbon peaking and carbon neutral technology roadmap compiled by some industries has been submitted to the National Development and Reform Commission, and it may surface as soon as the first half of the year. Among them, the carbon capture, utilization and storage (CCUS) technology is considered the most One of the cutting-edge emission reduction technologies with potential.United Nations Intergovernmental Panel on Climate ChangeCommittee(IPCC) The Fifth Assessment Report pointed out: Without CCUS, most climate models would not be able to achieve emission reduction targets. More critically, without CCUS technology, the cost of abatement will increase exponentially, with an estimated increase of 138% on average.
Huachuang Securities pointed out that the “China’s Carbon Capture, Utilization and Storage Technology Development Roadmap (2019 Edition)” compiled by the Ministry of Science and Technology proposed that CCUS technology will be widely deployed before 2050, and multiple CCUSIndustrial clustersCompleted to realize the use of carbon dioxideStockMore than 970 million tons/year, with an output value of more than 570 billion yuan/year. CCUS contains huge potential and opportunities, and related companies are expected to benefit.
Lithium mine production capacity is cleared, resulting in tight supply, lithium carbonate quotes continue to rise (with beneficial shares)
According to data from Baichuan Information, on the 23rd, the average price of battery-grade lithium carbonate was raised again by 1,000 yuan per ton, reaching a new high of 87,500 yuan/ton for the year, an increase of 12% from the previous month.
Huachuang Securities pointed out that at present, the tight supply of lithium mines in Australia has not been alleviated, and the cost-side support is significant. The current round of lithium carbonate market is mainly driven by demand. After that, the output of spodumene mines in Australia is expected to be superimposed. The price of raw spodumene starts to promote the resonance of lithium carbonate and lithium hydroxide prices, and the industry’s prosperity is expected to continue to improve.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF150)
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