Media: Huawei reserves Kirin 9000 chips for the next generation of mobile phones.
According to Tencent's "Deep Network" report, Huawei insiders said that Huawei's strategy for mobile phone business is basically to extend the life cycle of mobile phone business indefinitely with limited chips. Huawei has not stopped the research and development of P series and Mate series, and will release P50, Mate50 and other models later. "8 million pieces of Kirin 9000, if sold out on P40, we have reserved a considerable part for the subsequent P50 and Mate50."
Kirin 9000 chip is a mobile phone Soc based on 5nm technology released by Huawei on June 22, 2020 +20201October 22. It is Huawei's top chip, which is installed in Huawei mate40 series. Earlier, some media reported that the inventory of Huawei Kirin 9000 was around 6,543,800 pieces. Huawei Yu Chengdong once said that Huawei's Kirin chip will be out of print and Huawei's Mate40 will be out of print. Because Huawei's Kirin 9000 has encountered difficulties in the production process, it may not be mass-produced in the future.
Huawei's mobile phone business is limited by "chips", so it can't produce more mobile phone products, which makes its business shrink sharply, especially after HONOR's terminal was completely independent last year. According to the prediction of relevant institutions, it is estimated that 202 1 Huawei can only produce 45 million smartphones, and the overall sales volume has dropped by as much as 80%, from the second largest mobile phone manufacturer in the world to the seventh in the world.
The rare earth plate has a daily limit, and China rare earth Hong Kong stocks have risen by more than 60%
In early trading, the daily limit of the rare earth plate was 20% in Wenzhou Hongfeng, more than 10 in Keheng and Dida Bear, and10 in Chinalco International, China National Color Corporation and Dehong. The concept of rare earth permanent magnets rose by nearly 5% as a whole.
China Rare Earth (00769), a Hong Kong stock, surged nearly 70% in early trading and rose over 60% in midday trading.
Since the beginning of this year, the price of rare earths has continued to rise. As of June 5438+1October 19, the price of praseodymium and neodymium oxide has risen to 45 10000 yuan/ton, which is 43500 yuan/ton higher than the last day of 2020, with an increase of 10.67. Many people in the industry believe that the improvement of supply and demand is the main reason to stimulate the price to go up.
Last week, the Ministry of Industry and Information Technology publicly solicited opinions on the Regulations on Rare Earth Management (Draft for Comment). Article 29 of the Exposure Draft * * * clarifies the division of responsibilities for rare earth management, the examination and approval system for investment projects of rare earth mining and smelting separation, and the management system for total indicators of rare earth mining and smelting separation, and emphasizes strengthening the management of the whole industrial chain of rare earths and strengthening supervision and management. It is mentioned that "in order to protect natural resources and ecological environment, the state can take necessary measures to limit or stop rare earth mining and smelting separation", which has aroused many concerns.
Minsheng Securities Research Report pointed out that the rare earth management regulations emphasize the importance of rare earth strategic resources, and the total rare earth indicators are expected to remain strictly controlled and the supply side will remain rigid. As the demand continues to grow rapidly, the price of rare earths will remain strong. According to the research report of Zhongtai Securities, rare earth and permanent magnet have entered the stage of "quantity and price rising together".
Pharmaceutical stocks rose sharply, and Jinyu Medical reached a new high.
In early trading, the pharmaceutical sector rose sharply across the board, and the pharmaceutical index rose by nearly 1%. At the same time, there are more than 10 scientific and technological leaders who have hit record highs. In terms of individual stocks, many stocks such as Cape Bio, Rongjie Health and Dean Diagnostics rose more than 10%. Some stocks hit record highs today, including Jinyu Medicine and Zhao Yan New Drugs.
Analysts pointed out that under the influence of the spread of the epidemic and other news, the emotional side of pharmaceutical stocks has picked up, and the recent good performance of several leading stocks has further stimulated funds to enter the pharmaceutical sector. In addition, with the gradual landing of negative sectors, pharmaceutical stocks that are still at a low level are expected to outperform the broader market in the future.
Zhao Yan's new drugs hit a new high yesterday and continued to rise in early trading today. The unit released its performance forecast earlier. It is estimated that the net profit last year was between 302 million yuan and 326,5438+0 million yuan, an increase of about 69.9% to 80.3%.
Similar to the trend of new drugs in Zhao Yan, Jinyu Medicine has a word board in early trading. As of the close of the morning, the stock closed at 153438+02 yuan, a record high. When you go home during the Spring Festival, nucleic acid testing is necessary. As the leader of third-party medical testing, the company has benefited a lot. In addition to Jinyu Medicine, many stocks such as Cape Bio, Rongjie Health and Dean Diagnostics rose more than 10%.
Huaan Securities believes that the follow-up implementation of this policy will provide tens of billions of new markets for manufacturers of nucleic acid detection products. For test service providers, there are hundreds of billions of market increments.
1. It is suggested to pay attention to Daan Gene, Huada Gene, Zhijiang Bio, Sheng Xiang Bio and Shi Shuo Bio, which won the bid in COVID-19.
2. It is suggested to pay attention to the third-party medical laboratory, such as Jinyu Medicine, Dean Diagnostics, Cape Biology, etc. These laboratories have a relatively complete national layout.
The list of low-level and high-growth pharmaceutical white horse stocks is here.
With the gradual clarification of the medical reform policy, the certainty of the pharmaceutical industry is becoming more and more obvious. At the same time, the industry will usher in valuation switching, and the sub-fields with high prosperity and rapid growth will receive more attention. Bohai Securities believes that the strategy can be configured on dips, and investors are advised to pay attention to vaccines, innovative drugs and innovative devices, as well as chain pharmacies.
Securities Times data treasure combed the pharmaceutical leading stocks with relatively low stock prices to provide readers with entertainment. The data shows that in the third quarter of last year, there were 15 pharmaceutical stocks with a net profit increase of more than 20%, and the number of rating agencies exceeded 10. The latest price dropped by more than 20% compared with the high point since last year.
Judging from the market value, zhifei Bio and Fosun Pharma are all stocks with a market value of 100 billion, while other stocks have a market value of more than 50 billion, such as Lepu Medical, watson biological and New Industry. In terms of upside, watson biological rated by 18 has the largest upside, exceeding 76%. The upside of Fuxiang Pharmaceutical also exceeds 70%. In terms of other stocks, new industries, Cape Bio, Yuyue Medical and other stocks all rose more than 50%. (Data Chen Bao Jiannan)