lithium mining stock performance batch report "lithium king" first half performance surged more than 100 times
In the first half of this year, many lithium mining stocks ushered in the history of the best performance, there have been six lithium mining stocks disclosed the first half of the performance forecast, from the point of view of profitability
Domestic HPV vaccine: policy, supply and demand both good leading listed companies in the half-yearly forecast increase of more than two times
Recently, whether it is the policy side or the supply and demand fundamentals, the domestic human papillomavirus (HPV) vaccine are both good. On the policy side, the National Health Commission recently said that it will vigorously promote the experience of Guangdong, Hainan, Fujian and other provinces, summarize the experience of the use of government livelihood projects and health insurance funds and other channels of financing, and encourage the local pilot, focusing on the promotion of ripe conditions in the region to take the lead in the introduction of a free HPV vaccination policy, and continuously improve the HPV vaccination rate of girls of the appropriate age. Some organizations believe that winning the government procurement bid will help market promotion, and the window of rapid increase in the HPV vaccination rate before 2025 remains.
The total installed capacity of renewable energy power generation exceeded 1.1 billion kilowatts
The news, recently issued by the General Office of the People's Government of Guangdong Province, the development of green finance in Guangdong Province to support the implementation of the Peak Carbon Action Program, proposed to strive to 2025, with the Peak Carbon compatible with the establishment of a basic system of green financial services, the key areas of green Financial standards are basically perfect, and the risk control system is constantly improved. The province has set up 40 green specialized institutions, the growth rate of green loan balance is not lower than the growth rate of various loan balances, the scale of direct financing is steadily expanding, and the issuance scale of credit-type green bonds and green financial bonds has quadrupled compared with 2020. The company's green insurance program has been involved in the management of climate and environmental risks, and has provided more than 300 billion yuan of risk protection.
The year's largest core procurement was born Enterprise orders eight times
In the photovoltaic market under the hot, energy storage demand continues to grow. July 12 the day of the *** there are 17 energy storage project bidding release, the National Energy Group, the State Power Investment, the South China Power Grid and other enterprises scrambling to make a move. Recently, the CCTV finance report also reveals the current boom in energy storage. According to the report, a photovoltaic energy storage system manufacturer in Changzhou, Jiangsu Province, Xinbei District, is now five times the production volume of last year, the amount of orders received is eight times last year, the entire production line is running at full capacity, the production of lithium battery cores needed for energy storage systems.
Foreign media: the EU will take urgent measures to deal with the gas supply problem
In response to the problem of the Russian gas supply, Bloomberg published an article on the 13th, said the EU is taking a series of urgent measures for the possible sudden interruption of the gas supply from Russia to prepare for the impact to slow down. "The EU's gas situation is at a critical juncture and everyone should economize on gas," the article reported, citing a related EU draft document. The draft document is said to outline measures for EU member states to conserve gas, including fuel switching in industrial production, market-based incentives to reduce gas use, and campaigns to reduce heating and cooling. The draft document is expected to be implemented on the 20th of this month.
Three Factors Driving Demand, Many Countries Aggressively Laying Groundwork for Agricultural Robotics
The U.S., Australia, Japan, and European countries have begun adopting robotics to address the challenges faced by farmers in the field of agricultural production, according to Tech Daily, citing global robotics hub HowToRobot.com in a report. Although the New Crown epidemic has slowed down the rate of robot adoption, global farms are expected to incorporate robotics into their production activities at a faster rate than the industrial market over the next five years, according to Technology Daily, citing Wired magazine. With global research firm M&M estimating that robotics spending will increase to $12 billion by 2026, up from nearly $5 billion in 2021, agricultural robotics adoption is expected to reach new heights in the coming years.
High-temperature weather drives demand for two-wheeled electric vehicle power exchange, and the $100 billion market is expected to accelerate the outbreak of
It has been reported that, affected by the persistent high temperature in the country, two-wheeled electric vehicle charging fires occur frequently. Recently, a number of serious charging fire accidents have occurred in Guangdong, Zhejiang, Hainan, etc. The safety of electric vehicle charging and the drawbacks of the traditional charging mode have been exposed. Due to the electric car charging process will emit a lot of heat, and the summer heat, especially in some southern areas can easily be 40 degrees Celsius under the high temperature, electric car charging fire incidence is higher. The safety hazards of charging in summer and the pain points of the industry such as short range and slow charging have driven the emergence of the power exchange model.
The two-wheeled electric vehicle power exchange cabinet adopts the vehicle power separation mode, which can not only centralize, efficiently and professionally carry out the battery charging and discharging management, but also solves the two-wheeled electric vehicle charging caused by pulling the flywire, charging into the room, and other urban safety management problems. In addition, the power exchange cabinet is equipped with a sprinkler fire protection system, which can better prevent the occurrence of fire. Based on multiple advantages, the two-wheeled electric vehicle power exchange market ushered in rapid development. According to China Tower, the company carried out power exchange business in 2019, and as of June 2022, the intelligent power exchange network has spread to more than 280 cities in 31 provinces across the country, deploying 50,000 power exchange network points, and the number of paid users has exceeded 800,000, with the cumulative number of power exchange services exceeding 600 million times.
Industry insiders believe that the two-wheeled power exchange field due to the huge volume of electric bicycles, facilities construction with better scale development effect. With the implementation of the new national standard for electric vehicles and the national "carbon peak carbon neutral" goal, as well as the increase in the penetration rate of the power exchange service and the number of power exchange users, the power exchange industry in 2022 into a new era of rapid development. Institutions expect that the two-wheeled electric vehicle power exchange market size is expected to exceed 100 billion yuan, in 2025, expected to exceed 10 billion growth will be a record high.
Climate anomalies, high energy prices, many countries to open the power mode
Reportedly, the first half of the international energy market affected by force majeure factors, high energy prices shock; superimposed on the many countries due to climate anomalies, resulting in tense power supply, triggered by the power alarm, have to open the "power" mode. "mode. Domestically, the high temperature continues, Zhejiang official initiatives to conserve electricity, Hangzhou has been issued by the office building power restriction notice.
In the context of global energy tensions, superimposed on the extreme weather, resulting in a number of countries facing varying degrees of power supply constraints. In June, record-breaking temperatures led to a surge in electricity consumption, and the grid continued to operate at high loads.
Panasonic Develops New Battery Technology to Increase Energy Density by 20%
Panasonic is reportedly developing a new battery technology for electric vehicles that can increase the energy density of batteries by 20%, meaning that the same volume of packs will have a larger battery capacity. The new technology, which will be phased in by 2030, will be key to the development of lighter and more efficient electric vehicles. It was also reported that Panasonic will build a new battery factory in Kansas, U.S., with an estimated investment of $4 billion (about 26.897 billion yuan), which is expected to add 4,000 jobs. The completed battery factory is expected to surpass Tesla's battery factory in Nevada as the largest electric vehicle battery manufacturing plant in the United States.
Panasonic's global market share for batteries was, at one point, upwards of 30%. But now has been Ningde era, LG Chem and even BYD over, this background, Panasonic research and development of new technologies and investment in the expansion of production, in addition to optimistic about the development of this field, but also in order to regain the lost market share.
Harmony 3.0 will be released soon Performance and other aspects of the overall improvement
According to reports, Huawei Terminal Cloud Services Payment Business Group President Ma Chuanyong said in Shenzhen, Harmony 3.0 will be released at the end of July. Early this month, HarmonyOS 3.0 Developer Beta began to push. The update log shows that the HarmonyOS 3.0Beta version continues the full-scene smart experience, bringing comprehensive improvements in interaction design, multi-device interoperability, performance, and user care.
State Grid to increase investment in ultra-high voltage and pumped storage intensive construction
State Grid's latest release of the first half of the summary of the work of the company's investment in this year's grid more than 500 billion yuan, is expected to drive the social investment of more than 1 trillion yuan to play the role of the grid infrastructure support and investment in the role of pumped storage and a number of pumped storage projects intensive construction. The company's investment in the power grid this year is expected to drive social investment of more than 1 trillion yuan.
The State Grid said that since the beginning of this year, the company has continued to increase investment, to promote the coordinated development of power grids at all levels, to help build a modern infrastructure system. Extra-high voltage, Nanyang - Jingmen - Changsha and other extra-high voltage project construction is in full swing, Sichuan-Chongqing main grid, Zhangbei - Shengli, Wuhan - Nanchang, Huangshi extra-high voltage exchanges and Jin Shang - Hubei, Longdong
Sinopec signed a cooperation agreement on the hydrogen energy industry chain
On the 14th of the Hydrogen Energy Application Modern Industry Chain Construction Promotion Meeting and High-Quality Development Forum, Sinopec signed a cooperation agreement on the hydrogen energy industry chain construction with Henan Airport Group, Baowu Clean Energy, FAW Jiefang Company, Shanghai Heavy Industry, China Hydrogen Energy Alliance and other 8 units, which is the first time in the world that Sinopec has signed a cooperation agreement on the hydrogen energy industry chain construction with Henan Airport Group. The company has signed a cooperation agreement on the construction of hydrogen energy industry chain to build a modern industry chain for hydrogen energy application and to promote the high-quality development of hydrogen energy industry.
Since 2022, hydrogen car sales have grown strongly year-on-year, and fuel cell demonstration and application city clusters are still expanding. GF Securities Dai Chuan said that the current hydrogen energy industry chain is not mature, the scale of the smaller stage, hydrogen fuel and the cost of the system are higher, the development of the industry is more dependent on the policy to promote. In the future, with the development of industrial technology, scale is expected to usher in the decline of costs, and gradually form a benign industrial development led by market forces, becoming an important part of China's energy.
Apple is actively stocking up on new iPhones, and the industrial chain may usher in a fundamental inflection point
According to supply chain news, Apple's iPhone 13 and iPhone 13 Pro shipments in July this year were one-third higher than the same period last year due to strong sales. Regarding the upcoming iPhone 14 series, which will be unveiled in September, Apple has also placed more orders with suppliers than originally estimated, which is an initial indication that Apple has higher expectations for the iPhone 14 series.
According to media reports, Foxconn's iDPBG business group in Shenzhen is hot recruiting, and the current internal recommendation bonus is 5,280 yuan per person, while the bonus was 3,480 yuan per person at the end of June. iDPBG is Foxconn's business unit responsible for the assembly of Apple's iPhones.
Guosen Securities believes that the second quarter Apple brand shipments reflect a strong consumer toughness, the third quarter in the traditional "fruit chain" preparation season superimposed on the epidemic after the single demand, consumer electronics industry chain is ushering in the fundamentals of the inflection point.
Shanghai continued high temperature in the first half of July, residents of electricity consumption increased by 33.56% compared to last year
Fujian offshore wind power competition configuration bid price of less than 0.2 yuan / degree?
Xi'an issued measures to prevent the delayed delivery of commodities housing incremental problems
Optimize the commodities housing pre-sale funds deposit guidelines platform, realize the regulatory authorities, the masses of home buyers on the pre-sale funds deposit information at any time; improve the rate of online pre-sale funds deposit, intelligent POS machine
Only one of the most important things is that the pre-sale funds are not used for the purpose of the purchase, but for the purpose of the purchase. The company's website has been updated to include the latest information on the company's website, and the company's website has been updated to include the latest information on the company's website.
Directional choice depends on the next week
The market continues to oscillate rebound trend, and is still deep strong Shanghai weak structural market. The big financial, infrastructure and consumer dragged the market, the big financial, especially banks and real estate is mainly affected by the broken dai event, while the infrastructure is the problem of poor continuity of the rotation class hotspot. Active hot spots than yesterday's relative concentration of some, mainly concentrated to the new energy this piece, but the rhythm of the inner rotation is very fast, yesterday's leading wind power a lot of tickets is the opening on the smothering, the funds but the whole of another branch of the energy storage. And energy storage plate in a number of days ago, strong votes are also weak, the protagonist has become a recent not so much up the low ticket and GEM in the high-priced stocks, it can be said that the continuation of the last two days of high and low switching tempo, but also stocks within the accelerated rotation of the pattern. New energy for two consecutive days are rising main line, repeated active general direction will be maintained, but the direction of the right to individual stocks to be good, wind and light storage itself is a very large direction, not to say that casually masked a ticket on the line, continued to be the general direction rather than specific a few tickets. Individual stocks within the rotation too fast pace of risk is mainly chased out, the opportunity is mainly in the low absorption latent and start the first time to follow up on the front row of varieties, the main tone of the short-term will still be rotation-based, which rose out of the high mood will be a big differentiation, like the strongest today and the mood is a bit of a climax of the energy storage tomorrow, the differentiation will be unavoidable.
The highlight of the disk is the main line is clear, but the problem is also very obvious. The most obvious problem is that the main line and the market is not **** vibration, two consecutive days of the market, including the SZSEI has not kept up with the rhythm of the main line. Relay mood both with the index deviation, but also with the main line deviation, today's strong ticket is a big face full of momentum, and a good portion of the big face stocks and big pit stock is actually from the main hot new energy line. Can be described as a very contradictory market, can also be said to be confused and cut off the market, the opportunity to have but lose money up is also very easy. There is a clear and sustained rising main line of aggressive short-term customers but may be a big loss, that once the main line of differentiation up stocks will be more serious cuts. The main reason is that the market sentiment is not in the upturn, basically short fry a run on the arbitrage idea, and the so-called dissimilarity rules by some ulterior motives to amplify the interpretation and intensify the mood of the main board ticket cut. Many people think that the GEM votes speculative market to come, I'm afraid that it is still very difficult, for the simple reason that the mood is extreme when the 20cm votes pit up is not more obvious? Hot topics just up to do the elasticity of the ticket emotional arbitrage can also be understood, like new energy this has been speculated for a long time hot spot and then go to the main GEM ticket arbitrage its market will be fast and short-lived. In fact, today can rush to stop the GEM votes are not a few, a lot of afternoon began to pit people, which determines the style of speculation is difficult to turn to a wide range of 20cm of votes. In addition, there are leading the main line when the disk rebound or soft, that once the main line to adjust up the whole disk will be more embarrassing, or the disk really rebound up to make money instead may be more difficult.
The disk for two consecutive days are rebounded a lonely, tomorrow is estimated to be still nothing to see, directional choice to see next week. Currently, the brief performance of the market is not enough to refer to the significance, there is no need to be serious, the GEM finger in some blue chips led by the continued upsurge also does not represent the market. In terms of the general direction, I personally believe that here is a weak anti-stage in the adjustment cycle, look at the general trend, then should not be obsessed with those who are generally difficult to grasp the opportunity to wait for the market to really stop falling and stabilize. The opportunity to follow the hotspot in the short term fast in and out, just the mood is too chaotic at the point to pursue individual stocks to do rather than blindly move, relaying the mood is clearly a problem after the shot is also advisable to be cautious.
BYD: first-half net profit year-on-year increase of 138.59%-206.76%
BYD announced that in the first half of 2022, it is expected to realize a net profit of 2.8 billion yuan -3.6 billion yuan, an increase of 138.59%-206.76% year-on-year. 2022 first-half degree, the Group's new energy car In the first half of 2022, the Group's new energy automobile sales grew strongly, hitting record highs and leading the market share, realizing rapid year-on-year growth, driving significant improvement in earnings and hedging to a certain extent against the profitability pressure caused by upstream raw material prices. For the cell phone components and assembly business, demand in the consumer electronics industry was weak, but the Group's profitability recovered thanks to improved cost control and product restructuring.
Ganfeng Lithium: first half net profit year-on-year increase of 408%-535%
Ganfeng Lithium announced that it expects the first half of the net profit of 7.2 billion yuan -9 billion yuan, an increase of 408.24%-535.30%. With the rapid development of the new energy industry, the market demand for lithium salt products continues to grow, the price of lithium salt products to maintain a high level, the company's product sales and average sales price increased year-on-year.
JTEM: expected first-half net profit year-on-year growth of 606%-677.7%
JTEM announced that the first half of the net profit is expected to be 1.28 billion yuan - 1.41 billion yuan, an increase of 606%-677.7% year-on-year. During the reporting period, the external environment of the company's lithium salt business continued to improve, and downstream demand continued to grow; the company's lithium carbonate product sales price rose by a certain margin year-on-year.
Yankuang Energy: first-half net profit year-on-year increase of about 198%
Yankuang Energy announced that it expects the first half of the net profit of about 18 billion yuan, an increase of about 198% year-on-year. 2022 first half of the year, by the impact of the domestic and foreign energy prices continue to rise, the Company's main product prices to maintain a high level; the Company continues to promote the Lean management, hedging the impact of rising costs and expenses, the Company's performance improved significantly.
Kodak Manufacturing: expected first-half net profit year-on-year growth of 412.90% to 437.33%
Kodak Manufacturing announced that it expects first-half net profit year-on-year growth of 412.90% to 437.33%. Due to the continuous increase in the market price of lithium carbonate products, blue lithium industry realized a significant increase in performance over the same period last year.
China Shenhua: first-half net profit is expected to increase by 56.1%-59.9%
China Shenhua announced that it expects first-half net profit in 2022 to be 40.6 billion yuan to 41.6 billion yuan, an increase of 56.1% to 59.9% year-on-year. During the reporting period, the Group's average coal sales price increased year-on-year, and the coal segment profit increased year-on-year; the Group's electricity sales and average electricity sales price increased year-on-year, and the power generation segment profit increased year-on-year.
Zhongtian Science and Technology: Expected net profit for the first half of the year increased by 594%-733% year-on-year
Zhongtian Science and Technology announced that it expects net profit for the first half of the year of 1.7 billion yuan to 2.04 billion yuan, an increase of 594%-733% year-on-year.
Yongxing Materials: first half net profit year-on-year increase of 610%-680%
Yongxing Materials announced that the first half of the net profit is expected to be 2.149 billion yuan - 2.361 billion yuan, an increase of 610%-680% year-on-year. During the reporting period, new energy vehicles and energy storage industry to maintain the rapid development trend, downstream customers to maintain a strong demand for lithium salt, driven by lithium carbonate prices continue to rise and gradually stabilized at a higher level. The company's lithium-ion new energy business operation is stable, production and sales volume increased significantly year-on-year, the cost is maintained in a more reasonable range, the profitability of a substantial increase in profit growth.
Changan Automobile: expected first half net profit year-on-year growth of 189%-258%
Changan Automobile announced that it expects the first half of the net profit of 5 billion -6.2 billion yuan, an increase of 189%-258% year-on-year. Thanks to the company's brand continues to rise, the product structure continues to optimize, and the profitability of the independent brand continues to improve.
Beijing-Shanghai high-speed rail: the first half of the expected loss of 1.032 billion yuan to 1.547 billion
Beijing-Shanghai high-speed rail announcement, the first half of the expected loss of 1.032 billion yuan to 1.547 billion yuan. The first half of the company line is located in Shanghai, Beijing and other places to prevent and control the situation is particularly severe, the company took charge of the train to send passengers and non-take charge of the number of trains running down significantly.
Shanghai airports: expected first half of the net loss of 1.23 billion yuan to 1.29 billion yuan
Shanghai airports announced that it is expected to 2022 half-year net loss of 1.23 billion yuan to 1.29 billion yuan. 2022 first half of the civil aviation industry is facing an unprecedentedly difficult situation, the main Pudong airport business volume of low level operation. year-on-year decline, the impact of this epidemic on the company's operations exceeded expectations.
CNOOC: first half of the net profit year-on-year increase of about 112% to 118%
CNOC announced that it is expected to achieve net profit of 70.5 billion yuan to 72.5 billion yuan in the interim period of 2022, an increase of about 112% to 118% year-on-year.
Perfect World: H1 Net Profit Forecast to Increase by 330.84% to 350.25% Year-on-Year
Perfect World announced that it expects to realize H1 net profit of 1.11 billion yuan to 1.16 billion yuan, an increase of 330.84% to 350.25% year-on-year.
MindBio: first-half net profit is expected to increase by 314.11%-374.5%
MindBio late release of earnings forecast, is expected to 2022 half-year net profit of 2.4 billion yuan - 2.75 billion yuan, an increase of 314.11% - 374.50% year-on-year. The company's new crown nucleic acid detection reagents market share continues to go up, the new crown antigen detection reagents in Shanghai, Jilin and other outbreak areas become important anti-epidemic materials, overseas antigen detection reagent exports also achieved substantial year-on-year growth.
Zhaoyi Innovation: the first half of the attributable net profit year-on-year increase of about 93.46%
Zhaoyi Innovation: the first half of 2022 is expected to attributable net profit of about 1.52 billion yuan or so, an increase of 93.46% year-on-year increase of about. During the reporting period, the company continued to optimize its product mix and customer structure, continued to improve revenue contribution from industrial and automotive sectors, and overcame the impact of the epidemic on logistics and product delivery through diversified supply chain layout.
Nine Ann Medical: first-half net profit forecast to increase 27466%-28197%
Nine Ann Medical (002432) on the evening of July 14th released results forecast, is expected to 2022 half-year net profit of 15.1 billion yuan - 15.5 billion yuan, an increase of 27466.36% - 28196.60%. During the reporting period, affected by the development of the epidemic in the United States, the local demand for new crown antigen detection kit products increased significantly. The Company's iHealth kit products were authorized by the FDAEUA in the United States, and were sold through the website of its U.S. subsidiary and the U.S. e-commerce platform of Amazon.com under the Company's own brand name "iHealth" for the toC-end sales, and at the same time, the Company also undertook governmental orders and commercial orders. Due to the significant growth in sales revenue of iHealth kit products during the reporting period, the Company's results for the current reporting period also showed a significant increase over the same period last year.