[review today]
Sure enough, the situation was much better on the last trading day of the year, and there was a consensus to do long. With the exception of the weakening of the gem at the end of the day, all other indexes are strong. Northbound capital inflow of 100 million yuan, mainly buying Ping An Insurance (601318.SH), Wuliangye (000858.SZ) and so on.
In order to create a good atmosphere, big insurance stocks are quite powerful, New China Life Insurance (601336.SH), Ping An Insurance (601318.SH) and so on all steady uplink, what is even more outstanding is that the first Securities (601136.SH) struggled to pull the trading limit at the end of the market, and it was a bit sudden that other brokerage stocks did not have time to react, anyway, the market was stable. But the premium is not expected to be too high.
The hot topic in the market these two days is to find New year's Evil stocks. After Xi'an Food (000721.SZ) was regulated and collapsed, Xi'an Tourism (000610.SZ) did not survive today, jumping in a straight line during the day. The risks were alerted yesterday. It is clear that the strongest 000715.SZ has taken over, announcing its success by the daily limit today, while 002719.SZ of the seven boards benefited from the plate premium and rubbed another board, but the board will break at any time, so you need to be careful. Because of Gui Faxiang (02820.SZ). Yesterday it was talked about that 000419.SZ was on the road, and today there is no suspense. The annual competition for the final commercial retail victory, the follow-up Renle (002336.SZ), Xujiahui (002561.SZ), Zhangjiajie (000430.SZ) has formed a trend one after another. Organization Dragon and Tiger list of roast duck Quanjude (002186.SZ) close to the end of the market limit.
The digital economy is the only sector that can compete with consumption, because the digital economy is an important part of the transformation of the new economy, and it also indirectly promotes consumption, and a lot of money has been invested in this direction. Yesterday said: "002528.SZ (Infineto) is mainly affected by Xi'an diet, but it can not be said to be completely bad", sure enough, there is a counter-package today. The new leader Anne shares (002235.SZ) took a change board, the relay is very healthy. At the same time, when it comes to the high recognition of its software (002279.SZ), it is also smooth today. Keep up with the varieties of Tiandi online (002995.SZ), Guomai Technology (002093.SZ) are in the low position. Pay attention to the game media at the bottom of the Huawen Group (000793.SZ) theme is more.
Another subject that is fermenting is cross-border e-commerce, in which Cross-Border Communications (002640.SZ) has a high degree of recognition, and Longjian shares (600853.SH) has the theme of Sino-Russian far East cooperation, coupled with its infrastructure attributes, if the real estate can rise behind, it can also be regarded as stuck node.
After the festival, the hot spots are relatively clear, and the characteristics of capital huddling remain unchanged. Centering on consumption, digital economy, cross-border e-commerce, etc., basically will not go in the wrong direction.
Post-epidemic recovery
With the peak of infection in various places past, the flow of people and logistics are gradually restored, all areas of economic and social life are expected to accelerate to recover to the pre-epidemic level, and economic vitality is expected to be released. The recovery and expansion of consumption is the basis for promoting the overall improvement of economic operation. With the peak of the number of people infected everywhere and the recovery of people's travel and consumption, the dawn of "consumption recovery" is coming. Boosting consumption has become an important starting point for "stabilizing the economy", and "consumption recovery" will become one of the clear directions for 23 years.
Renle (002336.SZ): the Cultural Industry Group increased its stake in the company by 39.285%, with a total holding of 60.43%. Prefabricated dishes include home-cooked dishes, seafood and aquatic products, steamed bowl series, etc., and the products have covered more than 100 stores across the country.
Digital economy
China Digital assets Trading platform, the country's first national-level secondary trading platform for compliant digital assets, is scheduled to hold a launch ceremony in Beijing on January 1, 2023, according to media reports. The types of platform transactions include intellectual property rights, digital copyright, digital collections and so on. "China Digital assets Trading platform" is jointly built by China Technology Exchange, China Cultural relics Exchange Center and China version Digital copyright Service Center Co., Ltd.
002995.SZ: signed a strategic cooperation framework agreement with Zhongxin Travel, focused on the digital transformation in the Web3.0 era, released the first virtual IP, and reached a strategic cooperation with UME Studios to create "Meta Universe Cinema".
Infinitto (002528.SZ): digital platform v1.0 and Huawei Cloud Public Cloud platform (Kunpeng) completed the compatibility test and obtained Huawei technology certification. The domestic enterprises that are the first to pass the GA certification of the Ministry of Public Security account for 30.97% of the overseas income.
[Nuggets Dragon and Tiger list]
Jiuqi software (002279.SZ):Multi-main force appeared in the Dragon and Tiger list, two institutional seats bought a total of 21.06 million yuan, buy one is a well-known hot money Sunan gang seats bought 56.7 million yuan, a net purchase of 43.88 million yuan that day, the stock is connected to the board today, continued volume is expected to go two waves.
Fundamental analysis:The company is mainly engaged in the research and development of report management software, e-government software, ERP software and business intelligence software. The product line mainly covers government reports and statistics, enterprise performance and so on. At the same time, big data launched industry solutions focusing on finance and taxation, transportation, justice, people's livelihood and media in the field of application.
Highlights: the company's new generation technology development platform has fully adapted to the environment of Xinchuang, and has accumulated nearly 300 items of mutual recognition. The company's main core products have basically completed the platform migration, and will continue to assist government, enterprise, innovation and digital transformation in the future; the company's subsidiary has worked with Beijing Vocational College of Electronic Science and Technology in the field of vocational education. Changchun Vocational and Technical College: Changzhou Information Vocational and Technical College and other vocational colleges have established a cooperation; the company's digital communication business mainly provides overseas advertising services for Douyin; the company provides one-stop and customized overseas marketing solutions for brand enterprises through Facebook Inc, Twitter, TikTok and other platforms.
[institutional research]
Keming Food (002661.SZ): recently received intensive research by Huaxia Fund, Yinhua Fund, Ping an Fund, Boshi Fund and other institutions.
Fundamental analysis:The company began to build its own flour production capacity in 2018, gradually forming an integrated industrial layout and improving the efficiency of the supply chain. The total scale of noodles + flour exceeded 5 billion yuan. The company's noodle sales grew steadily, supported by the new production capacity of Suiping and Zhejiang, and the tonnage price is expected to rise further with the increase in the proportion of high gross margin products, while the two recent price increases are expected to boost the overall tonnage price. At the channel end, the company has a deep layout in the southern market, speeding up the penetration of the northern market with the help of the regional advantages of Henan factories, while actively embracing online channels to improve the market rate of the company's hanging noodle products; brand side Chen Keming is the first well-known in the hanging noodle industry, and the company continues to improve its brand strength through diversified marketing. The flour business company has basically completed its layout and has the capacity to handle 1.2 million tons of wheat a year, basically achieving 100% self-supply.
Wugu Ashram came out of the circle to speed up the layout of convenience food; Keming formally included Wuku Dojo into the enterprise in 2017, and Wugu Ashram is the leading brand of non-fried instant noodles. Keming not only retains the advantages of Wugu Dao farm in the field of non-fried instant noodles, but also expands products and production capacity to enrich the product matrix. Thanks to the continuous operation of Keming, the sales scale of Wugu center has exceeded 300 million yuan, the brand strength has been further improved, and the recent brand name variety "Happy re-departure" has been out of the circle, and the brand awareness has been enhanced again.