mined the sector stocks opportunities when Qianlong did not use them, experienced the trial market of and the start of Yue Zaiyuan, until the bright sign of Feilong Zaitian started, and the exit before Kanglong had regrets. , this is our pursuit, and we are always getting closer. It’s hard, but that’s no reason to give up!
Investment famous saying: Follow the trend and spend all your time studying the correct trend of the market. If you stay consistent, profits will roll in! --[US] Gann
Important news:
Ministry of Agriculture and Rural Affairs : Keep an eye on disease and pest monitoring, Pay close attention to the implementation of prevention and control measures.
State-owned Assets Supervision and Administration Commission: State-owned central enterprises must further promote the construction of e-government capabilities and data sharing and utilization capabilities.
Ten Departments: Promote the high-quality inheritance and development of traditional crafts.
Shanghai Stock Exchange : Expand the channels for overseas funds to participate in the exchange bond market and build a new pattern of opening up the exchange bond market to the outside world.
China Securities Regulatory Commission , Hong Kong Securities Regulatory Commission : ETF trading under the Stock Connect will begin on July 4, 2022.
The first batch of 8 carbon-neutral ETFs were officially approved, and E Fund, GF Fuguo Southern Investment Promotion and others are on the list.
Good news for the industry:
Brain-computer interface has good news! !
Recently, the first interventional brain-computer interface independently developed by my country successfully completed animal testing in Beijing. This trial is the first time in China to implement an interventional brain-computer interface in the sheep brain. It breaks through core technologies such as interventional EEG electrodes and intravascular EEG collection, completes the development of neurointerventional device products such as stents and catheters, and solves the traditional invasive problem. The shortcomings of brain-computer interfaces causing irreversible damage to brain areas have filled the gap in the field of interventional brain-computer interfaces in China and are of great significance to promoting the development of the field of brain science in my country. As the core application area of brain science, the field of brain-computer interface is setting off a disruptive innovation revolution in the technical field, which will have a huge impact on the development of industries such as health care and electronic consumption.
concept stocks : Innovative Medical 002173, Hanwei Technology 300007, Guanhao Biotech 300238, Fudan Fuhua 600624
Smart home is ushering in good news! !
In the trend of whole-house intelligence, the functions of the future home will be extended from a single residence to entertainment, office, study and other attributes, which puts forward new and higher requirements for smart home interaction. Under such a trend, relying only on a simple speaker to control the smart home in the home can no longer meet the needs of users. Many problems such as frequent device disconnections and unstable networks will affect the user's whole-home smart experience. Faced with such problems, Huawei proposed a 1+2+N whole-house intelligent solution. This solution uses a whole-house intelligent host equipped with HarmonyOS as the central control system to build 2 sets of core solutions to support N whole-house systems. and space subsystems, realizing the interconnection of the whole house, centralized interaction and naturalization, achieving the goal of being people-oriented and evolving towards active intelligence.
concept stocks: Fenda Technology 002681, Topband 002139, Yingtang Intelligent Control 300131, Neusoft Carrier 300183
Semiconductors are ushering in good news! !
Global front-end wafer factory equipment spending in 2022 is expected to increase by 18% year-on-year to reach US$107 billion, exceeding the US$100 billion mark for the first time. The rapid growth in demand coupled with the tight supply of raw materials and the tight production capacity of semiconductor equipment have resulted in the overall market being in a state of short supply and delivery times continuing to extend. Taiwanese media previously reported that the delivery time of semiconductor equipment has been extended to 18 to 30 months. In the past six months, major foundries such as TSMC, Samsung, UMC, Intel, and IDM have also announced a new round of expansion plans, with investment amounts reaching tens of billions. At the same time, domestic chip manufacturers are also experiencing accelerated production expansion. SMIC has established three 12-inch wafer fabs in Beijing, Shanghai and Shenzhen respectively. The Shenzhen factory is expected to achieve mass production by the end of 2022; Hua Hong Semiconductor and China Resources Micro , Silan Micro and other IDM factories have also Both have begun to accelerate the expansion of 12-inch factories.As the industrial chain continues to be booming, domestic companies in related fields are expected to benefit.
Concept stocks: Jingce Electronics (300567) Feilu Shares (300665) Shilan Micro 600460, Jingrui Electrical Materials 300655
stock announcement:
Pingzhi Information and Kuaishou signed a cooperation agreement to jointly promote the Yuan Universe industry
Mengjie Shares (0023 97 ) The control rights are planned to change. Changsha Jinsen New Energy Co., Ltd. will have the voting rights corresponding to 19.77% of the company's shares and become the company's largest shareholder with voting rights. Li Guofu will become the company's new actual controller.
TCL Zhonghuan (002129) plans to increase capital by 1 billion yuan in its holding subsidiary to accelerate the implementation of the G12 high-efficiency shingled battery module project expansion plan.
Shennong Technology (300189) plans to purchase 51% of the shares of Baolu Aquatic Products. The company’s stock will resume trading on June 29.
Galaxy Electronics (002519): The subsidiary has established normal supply cooperation relationships with Yutong Bus , BYD , Zhongtong Bus and other enterprises.
The second graphics processing chip of Jingjiawei (300474) JM9 series has completed preliminary testing.
NavInfo won the designated position for L2 autonomous driving assistance system
Sanchuan Smart plans to acquire the equity of Tianhe Permanent Magnet
Rhine Bio Industrial hemp extraction project is officially mass-produced
Wangneng Environment and Yongxing Materials Subsidiary have strategic cooperation
Snowy Salt Industry (600929) net profit in the first half of the year is expected to increase by 152%-200% year-on-year.
Xiongtao Co., Ltd. (002733)’s net profit in the first half of the year is expected to increase by 197%-236% year-on-year.
Aolian Electronics (300585): The company has been supplying supporting products to BYD and other companies for a long time; it plans to enter the home service robot market with Luobide in the next five years.
new share subscription:
Zhicube: subscription code 301312, issue price 72.33 yuan/share, issue price-earnings ratio 26.50 times.
Cisco Rui: Subscription code 787053, issue price 55.53 yuan/share, issue price-earnings ratio 60.64 times.
Huifeng Diamond: Subscription code 889955, issue price 28.18 yuan/share, issue price-earnings ratio 26.01 times.
Research report selection:
Furniture: Focus on the post-epidemic recovery of the domestic market, and the leading market share has increased. We believe that the current real estate policy continues to relax, the valuation of the post-cyclical sector of the real estate chain has reached a bottom, the demand caused by potential real estate in 2022 is not weak, and the subsequent furniture sector is expected to achieve both valuation and performance recovery. Among them, (1) Customized furniture demand recovery is expected to be strong in 2022H2. Leading companies in channel reform, especially the first layout in terms of traffic entrance, are expected to go through the cycle strongly and achieve a rapid increase in concentration. We strongly recommend Oppein Home Furnishing and actively pay attention to Sophia , Zhibang Home , gold medal kitchen cabinet , etc. (2) Domestic sales demand for finished furniture is expected to be better than export sales in 2022H2. Multiple factors for raw material exchange and shipping are easing, and performance flexibility is expected to be released. We recommend Gujia Home , and actively pay attention to Xilinmen , Qumei Home , etc.
Papermaking and packaging printing: The segmented track pattern is optimized, and the strong will always be strong. (1) Wood pulp series: At present, the cost side of wood pulp series paper companies is under short-term pressure, and downstream demand is weak, and the price increase of finished wood pulp paper is limited. As the industry enters the peak demand season in the second half of the year, superimposed energy and shipping costs gradually fall, and paper companies' profits are expected to reverse. It is recommended to pay attention to the pulp and paper leader Sun Paper , which has a high self-sufficiency rate in raw material wood pulp and profound scale advantages, as well as the special paper leaders Xianhe Co., Ltd. and Wuzhou Special Paper, which have an excellent competitive landscape and high added value. (2) Waste paper system: It is expected that as the industry enters the peak season and demand picks up in the second half of the year, the price of boxboard corrugated paper is expected to rise moderately, driving the industry's gross profit per ton to rebound. It is recommended to pay attention to Shanying International , a packaging paper leader with leading scale and cost advantages, and profit elasticity expected to be released with the recovery of paper prices. (3) Household paper: Under the background of consumption upgrading, the market scale of the household paper industry continues to expand and the quality upgrade trend is obvious. The market concentration of and are relatively dispersed. The continuous increase in environmental protection policies has accelerated the reshuffle of the industry.
Entertainment jewelry: Consumption upgrade continues, and resilience remains. (1) Stationery: In the future, the main driving force for the expansion of my country's stationery industry will be price growth. Leading stationery companies are expected to continue to benefit from their outstanding brand power and product power. It is recommended to pay attention to Chenguang Shares, which has a stable development of traditional businesses and is gradually developing its , Kelipu, and high-quality cultural and creative industries. (2) Jewelry: The epidemic has repeatedly affected terminal jewelry sales. Small and medium-sized jewelers have been forced to close stores and liquidate. Leading companies can still open stores despite the trend with their financial advantages. It is expected that market concentration is expected to accelerate due to factors such as the epidemic, and the competitive landscape Or effective optimization.
Lighting Electrician: Real estate margins are improving and valuations are rising, and industry competition channels are king. Short-term real estate sales data are marginally positive, which is good for rising sector valuations. Segment leaders are expected to continue to increase concentration by relying on their original strong channel strength and TO B business expansion. We focus on recommending Bull Group , which cultivates its channels and products intensively, and Opple Lighting , which has a rapidly developing commercial lighting business.
Home building materials retail: Professional home building materials stores still dominate, and digitalization and high-frequency consumption empowerment have become mainstream. According to retail data collected by Euromonitor, professional channels such as home decoration and decoration account for nearly 70% of the current sales channel structure of indoor home products in my country. We believe that in the future, in the home furnishing industry with low standardization and high reliance on labor for delivery, single product manufacturers or retailers will have certain limitations in data accumulation and application, while offline professional channel providers, especially large chain home stores, will have certain limitations. With one-stop multi-category coverage and massive data support, it will continue to dominate home furnishing retail. It is recommended to pay attention to Easyhome and Macalline, which are leaders in digital transformation and .
Risk warning: substantial fluctuations in raw material prices; risk of sluggish terminal demand; risk of exchange rate fluctuations.
pays attention to the market pioneers, has insight into the market from different perspectives, follows the market, and respects the market! The above is only a summary of personal learning and should not be used as a basis for operation. Operations based on this are at your own risk!
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