One, investment information
1, produce rises in price, hopeful drives bearing of chemical fertilizer scene to rise at the beginning of 2020 up to now crop of domestic and international main grain rises in price apparent, domestic corn, soja, wheaten, medium the price of main grain crop such as late rice rises respectively 45% , 29% , 3.5% , 14% . Since this year, corn price continues to rise, achieve nearly 13 years new tall. Produce rises in price the enthusiasm that will be helpful for promoting a farmer to cultivate, drive upriver pesticide, chemical fertilizer to wait thereby farming asset tastes dosage and price. In downstream demand and national environmental protection and chemical fertilizer 0 grow policy pressure to fall, miscarriage can be exited stage by stage in, fertilizer industry is producing structural sex change, become more stable as prospective market structure, the company that has stronger cost to control a dominant position has an opportunity to will obtain stronger gain capability. Chemical fertilizer serves as the biggest farming endowment investment is tasted, the industry that hopeful end is as long as 5 years is small fan period, product value and rehabilitate of gain level hopeful expand. Phosphate fertilizer respect, along with " 3 phosphor " punish lasts thorough, crop of predicting phosphate fertilizer will continue to glide, hopeful of phosphate fertilizer price goes up continuously. Short-term in light of, rate of start working of phosphate fertilizer whole is higher, and cost also has to its price prop up, union is current phosphate fertilizer inventory is in relatively low, the price still has go up space. Will for a long time look, the raw material phosphorite of phosphate fertilizer predicts prospective exploitation will get for a long time control, supply and demand tightens balance position to be maintained more for long possibly, the price and profit center move on the likelihood. The head company that has environmental protection advantage, resource advantage or will be benefited continuously. A in, can pay close attention to produce the can biggest phosphate fertilizer to produce enterprise Yun Tianhua (600096) , compound fertilizer is gotten army company cloud chart accuses (002539) etc.
2, show card to will be in first half of the year this year continuously company of chain of condition of be in short supply, industry hopes to be benefited to report according to media, second half of the year showed calorie of market to be in the condition that demand exceeds supply continuously last year, problem of be in short supply is more serious since this year. A few days ago, AMD (the United States exceeds power semiconductor company) express, expand of global PC and demand of chip of sport plane graph ceaselessly, the numerous first half of the year this year market that show clip will receive the issue that supplies shortage. AMD released outstanding achievement of the fourth quarter in Zhou Er evening strong after quarterly report, president of company whole world holds abundant of presiding apparitor Su Zi concurrently (Lisa Su) express on the telephone conference with the analyst, "We encountered a few problems that supply insecurity really " . Su Zi abundant expresses, supply shortage to basically appear in PC market and game market. Before this, the company showing clip such as Hua Shuo, Suo Tai is successional already on tone displays calorie of quoted price, partial type product goes up more than 20% . The partial stock component that shows worker worker blocking era is serious in short supply, cost rises. In addition, the 8nm craft fine of acting industrial and commercial SamSung tastes 30 series the reason with lower and a lot of rate is to bring about show card to produce can insufficient main reason. Demand side, concussion of perch of value of currency of near future bit, the stage a come back of the tide that dig mine drives the demand that show clip to erupt. Although money of the closest bit spurt in prices steeps fall, wave motion is increased apparently, but whole still is in perch, accordingly also a bit digs mine enthusiasm to the collier without the influence, instead phenomenon of be in short supply is sent more serious, the part digs value of mine machine product to already broke up times rise, supply of goods still is in short supply. City shows structure of calorie of supply and demand to continue after to good, industrial chain company hopes to be benefited. Sheng Hongke ability (300476) production shows card to use PCB, occupy in share of fractionize domain market taller, stability of the income that show clip shows year after year to increase by degrees trend. Jingjia is small (300474) have M7200 homebred graph to show clip, the company is civil show card to hope to greet a breakthrough.
3, turn gene domain obtains company of policy attention, bibcock to will obtain ministry of country of more share agriculture 27 days to release again " agriculture turned 2021 gene biology superintends working program " , the requirement strengthens breed authorized superintend, optimize perfect breed careful to decide a system, to advance biology breeding in order industrialization application provides policy safeguard. Conference of central economy job put forward 2021 8 keys task, "Solve good seed and farmland problem " row among them. Wu Li of day wind negotiable securities thinks, turn gene technology reserve is substantial, turn gene character research and development the bibcock company with strong competition ability of banner, breed is more capable to hold kind of industry technology to change opportunity, rely on high grade breed to acquire more market share, if Quan is silver-colored tall division (300087) , big north farming (002385) wait.
4, cylindrical volume of shipment of quote of the attune on lithium battery, industry lasts high speed growth occupies industrial catenary survey, recently as a result of upriver cost of material rise generally and the exuberant demand of downstream market, day roc power source will undertake going up moving to all product value. In addition, home a few big cylindrical lithium battery manufacturer all is produced in enlarge, order is full. China is dynamoelectric 2020 5.6GWh of shipment of tool lithium battery, grow 64.7% compared to the same period. As intelligence household, can apparel the intelligent terminal unit such as equipment applies in great quantities, shipment measured hopeful to achieve 11GWh 2025. Since last year October, lithium of batteries class carbonic acid, electrolyte, diaphragmatic, the upriver material price such as negative pole all has rise. Rise in price as batteries open, hopeful of battery company profit promotes. Company side, azure lithium core (002245) , lithium of 100 million abb can (300014) etc cylindrical portion of lithium battery product ranks industry front row, match with photograph of iteration of technology of abroad big company.
5, product of many old cellar is about to stop goods, orgnaization to value foreground of high-end wine demand to occupy media coverage, besides the country cellar 1573 beyond, banner of Lu city old cellar or pit for storing things issues other product to also will stop money inside countrywide limits. The personage inside course of study expresses, this is main cellar of profit from country shows in the outstanding watch 2020, drove the market atmosphere of whole set product below the banner. In the past a few months, below banner of Lu city old cellar or pit for storing things a few old products all had the tone price of different level. Although near future epidemic situation looks up somewhat, but prevent accuse measure relatively the Spring Festival reached the designated position last year, influence of consumption of predicting dialogue liquor is less than last year the corresponding period. From the analysis on consumptive setting, high-end wine demand gets epidemic situation the impact is less than second high end, predicting demand is tightened as before spruce, "Make a good beginning " can maintain double digit above to grow. Value Guizhou Maotai (600519) , 5 grain fluid (000858) , Lu city old cellar or pit for storing things (000568) long-term growth determinism.
6, the apple releases station of car invite applications for a job, build a car to enter materiality phase on January 27 message, according to the report, the apple issued the position of 300 many invite applications for a job related to the car recently, include safety of batteries report source control, road and car experience to wait for a respect. Visible apple is in all the time promote talent group dimensions for Titan project, and this also means an apple to built a car to already entered materiality phase. From the point of trend of automobile industry development, these enterprises such as apple, Baidu enter the value with the most fundamental bureau, those who depend on pair of automobile industry ecosystem change. The apple regards science and technology as the company, soft hard develop simultaneously, have rich ecosystem application, can translation arrives car domain, major to car zoology generation effect. A relevant concept basically have La Saike ability (300433) , tanaka essence machine (300461) etc.
7, drive agriculture dispatch of agricultural country ministry, actively to turn gene brings into governmental schedule on January 27, print and distribute of general office of agricultural country department " agriculture turned 2021 gene biology superintends working program " . The year job target of branch of each provincial agriculture country is: Drive agriculture actively to turn gene is superintended bring into governmental schedule, support agriculture turns the relevant defray that enterprise of gene biology safety develops includes a government the budget; Guidance turns from owner style conduction agriculture gene biology machines licence, begin agriculture to turn to gene biology treatment is examined and approve and be superintended lawfully etc. Referenced abroad is prevented accuse experience, measure of traditional biology safety prevention and cure not plant diseases and insect pests of can effective crop is destroyed. And commercialize cultivate turn gene crop is to prevent accuse one of important steps. On December 30, 2019, department of science and education of agricultural country ministry issues announcement, draft approval to issue agriculture to turn catalog of certificate of gene biology safety. Share 192 plants breed, include 189 cotton breed, 2 corn breed and variety of a soja among them. A turn concept of gene crop seed basically Feng Le is planted course of study (000713) , big north farming (002385) etc.
8, our country rolled steel consumes innovation price of iron ore of tall, entrance rises quickly on January 27 morning, association of Chinese iron and steel industry holds a press conference. Qu Xiuli of vice-chairman of association of Chinese iron and steel industry says on 27 days of news briefings that hold in Beijing, since the four seasons was spent 2020, china imports iron ore price to rise quickly. The steel in occupying assist monitor, index of price of Chinese iron ore (CIOPI) price of 62% entrances mine is top on January 18, 2021 reach every tons of 171.6 dollars, achieve nearly 9 years to come new tall. ◆ occupies data of national statistic bureau, 2020 crop of our country crude steel 1.053 billion tons, grow 5.2% compared to the same period, achieve the history new tall. A iron ore concept basically have Jin Ling mining industry (000655) , quiet stock (002978) etc.
2, company information
1, E Er is much this: Be benefited silicon makings price rises greatly continuously according to data of branch of Chinese silicon industry, after afterwards goes up greatly last week, continuance of this value of market of week polycrystalline silicon rises situation, among them single crystal answer casts makings price interval to be in 9-9.5 10 thousand yuan / ton, clinch a deal all valence is ninety-three thousand one hundred yuan / ton, zhou Huan comparing rises 2.42% ; Interval of compact makings price is in single crystal 8.8-9.30 10 thousand yuan / ton, clinch a deal all valence is ninety thousand six hundred yuan / ton, zhou Huan comparing rises 2.95% . Asian silicon industry, protect encyclopedia of Li Xiexin, Xinjiang, connect power share, new special the sources of energy silicon makings always produced tycoon of makings of 5 big silicon 2021 can lock of 79% sheet be lengthed is decided, predict annual silicon expected the price will maintain perch 2021, seasonal rise to already was become inevitable. Include to connect at present power always auspicious, the new increase production that industry of silicon of encyclopedia new energy resources, Asia already announced enlarge to produce a plan can, but consideration dilate is periodic, produce can climb the element such as slope, predict 2021 or 30 thousand tons are produced effectively can increment, the others new increase production can want to just can get releasing first quarter 2022, finite to contribution of actual 2021 increment, continue to rise considering demand of whole of industry of smooth 2022 hot season wait for an element, supply and demand of silicon makings link is lopsided the situation will be long-standing. E Er is much this (600295) E Er of subsidiary Inner Mongolia limited company of ability silicon data is Duosigaoke business of feed of silicon of domestic rank front row, produce can 12 thousand tons, the company shows before this, ascendant trend of continuance of silicon makings price, anticipate to the company outstanding achievement has positive effect.
2, red-crowned crane share: Take the place of with paper at present model field product requirement is exuberant red-crowned crane share (603733) when accepting orgnaization survey, express, as be restricted model makes and of policy of national environmental protection drive, makings of paper base material serves as but the circular fiber material of complete degradation, producing main effect. The product of the company can radiation arrives to be carried with product of paper acting model basically all line of the products, the direction that accords with what demand side reforms. The paper of the company base functional product is packed in electric business express, food, outside sell the domain such as service and medical treatment health to all can come true right plastic pack replace, if bake paper can replace former aluminum foil, liquid wrapping paper can replace plastic software to pack, food wrapping paper can replace plastic products to pack, steam box paper can replace raw material of plant, weaving, adornment paper can replace silvan log data, straw paper can replace plastic straw, paper radical adhesive plaster can replace plastic adhesive plaster, medical treatment can replace BOPP film with paper kind pack etc. The company will advance the development with catenary of industry of paper acting model actively. The company can turn debt collect casts a project to produce per year base material of 220 thousand tons of high-grade paper to expect with electric business express, food kind pack wait for high-powered paper base kind closely related consumer goods. In addition, the food paperboard project that the company still planned to produce per year 300 thousand tons in base of the root of antipyretic dichroa and but project of degradation paper straw, for the growth of follow-up demand deposit is produced can. The product requirement with respect of paper acting model is at present exuberant, order is in the condition that demand exceeds supply.
3, company announcement
Tell rich small report (002156) predict 320 million yuan to 2020 year put in parent net 's charge - 420 million yuan, grow 1571.77%-2094.20% compared to the same period. Nebular share (300648) predict 56 million yuan to 2020 year put in parent net 's charge, 68 million yuan, grow 1478.18%-1816.36% compared to the same period. Shanghai silicon industry - U (688126) outstanding achievement is premonitory: Was filled with 77 million yuan beforehand 2020 - 92 million yuan, make up the deficits and get surpluses. Antarctic cable business (002127) draft 300 million yuan - counter-purchase company stock 500 million yuan, counter-purchase the price not to exceed 15 yuan / . 100 abstruse peaceful - U (688177) Bei Fazhu sheet fights inject fluid (BAT1706) appears on the market in American FDA the license applies for to obtain accept. Sea plain intelligence (300720) draft contributive the high end that does not exceed management of fund of Liu Yuan of 100 million yuan of subscribe creates industrial fund. Blessing Xin software (688095) plan to push restricted stock drive planned 2021, this drive plans one million two hundred and three thousand five hundred to draft the restricted share amount that award, 2.50% what hold total of capital stock of the company when this drive plans draft announcement.
High seas is sent in (601866) draft Xiang Zhongyuan sea to carry investment issues share, ability of Yu Ke of peaceful wave of eaves of island of Yu Qing of the extensive region Yu Qidong that buys its hold, extensive region, extensive region, extensive region each 100% equity. The global market that this action will improve container to make professional work further is had rate. Auspicious cable stock (000875) with spend general (Suzhou) limited company of science and technology of new energy resources signs an agreement, both sides will combine oneself advantage, advance in store can mix charge the collaboration on the domain such as picket. Kai flower network (002517) president Jin Feng plans to be in future is added inside 6 months hold company share not under 30 million yuan. 2345 (002195) plan to counter-purchase 250 million reach 500 million yuan, counter-purchase the price not to exceed 3.28 yuan / . Chu Lingxin ceases (300250) plan to counter-purchase 75 million reach 150 million yuan, counter-purchase the price not to exceed 15 yuan / . Visit district person (300005) solid Cheng Fajiang charging a person plan what to hold its 51.69 million make over a region numerous close, 5.85% what hold total capital stock. After finishing, latter can control 121 million corresponding right to vote of company actually, hold total capital stock 13.65% . Company fact accuses a person to be change Li Ming. Yu Guangjin lead (600531) accuse a shareholder Yu Guang group to will trade through property right the place trades publicly, in order to increase endowment spread means introduces an investor to undertake mixing changing. At the appointed time, investor will acquire Yu Guang group the equity of 56.5% , bring about company fact to accuse person happening change.
Sky primary share (002386) on long annual outstanding achievement anticipates for gain 110 million reach 130 million yuan, anticipate before this for gain 40 million reach 55 million yuan, because of the four quarters such as hydrazine of main product pvc, hydration the price rises bigger, chloric alkaline device runs company annual in order, crop predicts a level more than. Collect plain technology (300124) add beforehand 100% to 130% , all obtain rapid growth because of business of general automation business, car of new energy resources, industrial robot business. Electron of suitable sth resembling a net (002138) add beforehand 40% to 50% , because company order is full, main product line is produced can although undertook relatively substantially enlarge is produced, still cannot satisfy market demand completely, produce can last nervous. Auspicious Xin science and technology (601218) add beforehand 244.82% to 264.70% , because product requirement of wind report cast is exuberant. Constant opens share (603223) add beforehand 4673% the left and right sides, because value of market of LNG of second half of the year rises ceaselessly, transport costs price also has promotion. Stone science and technology (688169) add beforehand 68.61% to 77.55% , because intelligence sweeps the floor,robot industry grows quickly, consumer acknowledge and product permeability promote ceaselessly. The palm reviews science and technology (603533) add beforehand 58.38% to 70.06% , because be expended through paying + the operation mode that is united in wedlock freely, rise to change operation rate subtly, deepen what the number reads platform to commercialize value.
Treasure believes software (600845) close with academy of Chinese industry Internet, 4 sources sign strategic cooperation agreement. Solid Devin (688390) profit of 2020 year net profit predicts to grow 124%-168% compared to the same period. Prosperous red science and technology (300151) net added 175.12%-207.48% beforehand 2020. Medium of another name for Guangdong Province (002181) net added 233.54%-352.66% beforehand 2020. Peaceful case medicine (300347) net added 100%-115% beforehand 2020. Gan Huake is versed in (000576) net added 562%-766% beforehand 2020. Share of admire the base of a fruit (300673) net added 126% – beforehand 2020 150% . Tian Kangsheng content (002100) net added 160.67%-179.29% beforehand 2020. New Yi Cheng (300502) net added 120.81%-148.99% beforehand 2020. In small company (688012) net was added beforehand 2020 133% to 176% . Wo Sensheng content (300142) net added 590%-620% beforehand 2020. Hua Daji because (300676) net added 623.77%-732.34% beforehand 2020. Chinese king science and technology (002362) net added 172.89%-199.60% beforehand 2020. Blessing brings medical industry (300194) American hempen project predicts to will be finished before the bottom in March build and put into production. ?
4, new explain buy
Constant and amount to: Explain buy code 300946, release the price 29.45 yuan / , hair quotations is filled with lead 32.02 times. Company advocate tool of battalion metal cutting. Can compare a company: Shandong power is amounted to (002026) . Hua Kang share: Explain buy code 707077, release the price 51.63 yuan / , hair quotations is filled with lead 22.99 times. Company advocate battalion is alcohol of a variety of functional sex sugar, amylaceous candy product. Can compare a company: Protect age treasure (002286) . Too with water: Explain buy code 707081, release the price 43.3 yuan / , hair quotations is filled with lead 22.99 times. Company advocate construction of modes of life and relation to their environment of battalion water environment and water environment modes of life and relation to their environment are safeguarded. Can compare a company: Oriental gardens (002310) . Hua Rui is accurate: Explain buy code 787059, release the price 37.09 yuan / , hair quotations is filled with lead 23.95 times. Company advocate battalion razor blade of hard alloy numerical control. Can compare a company: Tool of constant sharp edge (300118) . Taste hair debt: Explain buy code 370723, grade AA- , turn share price is worth 98.27.
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Big on Wednesday fund is poured out of before house
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