概括
[ThedailylimitofChutianlongYuyinsharesetc!Thedigitalcurrencysectorhasexplodedandliquorstockshavesoared!whathappened?】Theconceptofdigitalcurrencybecameactiveagainonthe16thwiththedailylimitofChinaBroadcastingandTelevisionExpressChutianlongRoyalBankandMeishengCultureGuohaiSecuritiesbelievesthattheintroductionofdigitalcurrencywillreshapethepaymentindustrychainwhichmainlyinvolvesthethreelinksofissuanceplacementandcirculationRelatedcompaniesinthefieldsofencryptionbankingITandpaymentapplicationswillbenefit
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 concept of digital currency broke out again, the daily limit of Chutianlong, Yuyin shares, etc.
digitalcurrencyThe concept became active again on the 16th. As of press time,Qitian TechnologyRose nearly 14%,Radio Express、Chu Tianlong、Royal Bank、Meisheng CultureWait for the daily limit,Gao WeidaRose more than 7%,Hailian Jinhui、Creative Technology、Digital authentication、Nantian InformationWait for an increase of over 5%.
On the news, the central bank’s digital currency implementation process will accelerate in 2021, and the six major state-owned companies in China, including industry, agriculture, China, construction, transportation, and postal savingsbankHas begun to promote digital RMB currency wallets in some pilot cities such as Shanghai, Changsha, and Shenzhen.JingdongMany application scenarios of Internet top platforms such as Meituan and Meituan have begun to accept digital renminbi. Many countries around the world are actively promoting digital currencies. Payment giant PayPal recently announced the launch of a fee-free cryptocurrency settlement service in the United States. The trend of widespread use of digital currencies is clear.
China Sea SecuritiesIt is believed that the central bank’s digital currency is an important starting point for China’s future internal and external dual cycle model. On the one hand, digital currency will effectively promote the development of the domestic digital economy and reduce costs and increase efficiency for economic operations; on the other hand, the central bank’s digital currency will reshape the international settlement system. An important tool for RMB internationalization. The launch of digital currency will reshape the payment industry chain, which mainly involves the three links of issuance, release, and circulation. Encryption,bankRelated companies in the field of IT and payment applications will benefit. Key recommendations: 1) Encryption end:Geer Software、Digital authentication、Westone；2)bankend:Gao Weida、Everbright Technology、Yuxin Technology、Kelan Software、China Information; 3) Payment application terminal:Lakala、New World、Radio Express、New country capital、Donggang shares。
Spring Airlines receives the country’s first digital RMB ticket order (with stock)
Surging news reports, fromSpring AirlinesLearned thatSpring AirlinesThe flight from Shanghai to Shenzhen received a 560 yuan digital RMB ticket purchase order, marking the official start of the digital RMB operation in China’s civil aviation.Spring AirlinesAnnounced the joint development of digital renminbi application scenario innovation with cooperative banks. The first phase of the digital renminbi payment service in cooperation with banks has been launched on the Spring Airlines app. Users who have opened digital renminbi payment services can choose “digital renminbi” in the payment method. Buy a ticket alone.
In terms of A-share investment,West China SecuritiesIt is pointed out that, combined with the current pilot test process, we firmly believe that at this stage we should pay attention to the top bank IT vendors, which has both the certainty of bank-side IT transformation and the imagination of the operation of the digital currency wallet scenario. It is recommended to focus onYuxin Technology、Everbright Technology、China Information、Gao Weida, Other beneficiaries includeTianyang Technology、Beijing NorthWait. In addition, downstream financial equipment manufacturers will also usher in large-scale transformation opportunities in the future.New World、New country capital、Uboxun、Radio ExpressEtc. are expected to benefit. In the field of upstream cryptographic vendors,Geer Software、Digital authentication、WestoneAnd so on relatively benefit.
Liquor stocks rose strongly!The three major rice wine collectives soared to the daily limit of Kuaiji Mountain
The liquor sector rose strongly during the day on the 16th. As of press time, the three major rice wine stocks rose sharply.Kuaiji MountainStrong daily limit,Jinfeng WineryRose more than 5%,Gu Yue Long MountainRose more than 4%. In addition,Highland Barley WineDaily limit,EliteRose more than 9%,Laobai dry wineRose more than 7%,Shuijingfang、Jin Huijiu、Huangtai WineryWait for an increase of over 5%.
It is worth noting thatKuaiji MountainThe daily limit is mainly affected by 2020Net profitBig increase boosted.The annual report shows that in 2020, the company will achieveOperating income1,108,216,800 yuan, a decrease of 5.36% over the same period of the previous year; total profit was 392.7014 million yuan, an increase of 70.82% over the same period of the previous year; net profit attributable to owners of the parent company was 288.9602 million yuan, an increase of 73.6% over the same period of the previous year.
Regarding the liquor sector, Bohai Securities stated that the Spring Sugar and Wine Fair closed last week. From the feedback, it is believed that the liquor industry is worry-free in the mid-term. The hot sauce and wine continue this year. The price of high-end liquor has obvious characteristics of expansion. In addition, The sub-high-end price band is more prosperous than last year.Although it is believed that the current valuation still needsPerformanceHowever, the industry is still on the business track, and there is no need to continue to be pessimistic at this point.
Civil aviation passenger traffic increased by more than 200 in March% Aviation sector is expected to recover
According to media reports, data released by the Civil Aviation Administration of China showed that China’s air passenger traffic in the first quarter increased by 38% to 102 million passengers, and air cargo volume increased by 29% to 1.78 million tons; civil aviation passenger traffic in March increased by 216% year-on-year to 47.8 million passengers. , Civil aviation cargo volume increased by 35% to 655,000 tons.
Essence Securities focuses on recommending the low-cost airline Spring Airlines; those with high-quality routesAir China(It will significantly benefit from the rebound in official travel); domestic routes account for a high proportion and performance flexibilitysouthern Airline; Obvious location advantageEastern Airlines;Focus on regional aviationChina Airlines。
In terms of airports, the short-term decline in airport aviation business due to the epidemic is in line with expectations. Domestic passenger flow has recovered relatively quickly, and international passenger flow has recovered in an orderly manner.In the long run, the airport aviation business is stable, and the duty-free industry has the characteristics of huge space and rapid growth. The listed airports will continue to benefit from the tax-free dividend in the future, and the overall profitability will continue to rise. Focus on airport leadersShanghai Airport、Baiyun Airport。
Global demand for new container ships has exploded. my country’s shipbuilding companies have received nearly half of the orders (with beneficial shares)
According to the latest report from CCTV, global new container ship orders have seen a significant increase since the third quarter of last year, and in the first quarter of this year they have climbed to a new high in the past 13 years. In this round of global new container ship orders, my country’s shipbuilding companies have received nearly half of the orders.
Huachuang Securities pointed out that in recent years, my country’s shipbuilding strength has been continuously improved, and the delivery cycle of ultra-large container ships built in my country has also been shortened from more than two years to less than 18 months. With the delivery of a large number of real ships, the future will attract more and more orders from international liner companies. A-share related companies mainly includeChina Ship、China Heavy Industry、China Shipbuilding DefenseWait.
Sinopec’s five-year plan for 5000 charging and swapping power stations will drive the development of upstream and downstream supporting industrial chains (with shares)
15th,SinopecRespectively with Aodong New Energy,Wei LaiTwo new energy companies signed a strategic cooperation agreement. It also announced that it plans to reach 5,000 charging stations by 2025, providing a strong guarantee for the development of electric vehicles in my country.
Huachuang Securities pointed out that in March this year, the total national charging power was about 737 million kWh, an increase of 55 million kWh from the previous month and a year-on-year increase of 154.8%. “Difficulty in charging” has always been a key factor restricting consumers from purchasing new energy vehicles, especially pure electric vehicles. The construction of charging stations will stimulate the development of upstream and downstream supporting industrial chains, and will further stimulate third-party operators to continue to accelerate the deployment of charging facilities.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF150)
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