In early trading today, A-shares bottomed out and rebounded, with the Shanghai Composite Index falling below 2,900 points at the opening, hitting a new low in the year, and then gradually turning red, and important stock indexes such as the Shenzhen Component Index, CSI 300, and Shanghai 50 also bottomed out**. On the disk, the seed industry, electrical equipment, hotel catering, wine and other sectors are relatively active, and the knowledge payment, pork, media and entertainment, consumer electronics and other sectors are among the top decliners. The Year of the Dragon is approaching, and the A-share dragon generation** has been repeatedly active in the context of a weak market recently. This morning, the leading shares rose again, the stock price hit a new high in 5 and a half years, and a total of 7 daily limits have been harvested since December, with a cumulative increase of 8308%；Shilong Industrial also increased the volume of straight line limit, and the half-day transaction increased by more than 200% compared with yesterday's full-day transaction, and the stock price hit a new high in 3 monthsDalong Real Estate, Fenglong Shares, Longgao Shares, etc. have rushed up.
Welcoming favorable policies, the seed industry sector opened sharply.
Seed stocks once opened sharply higher in the morning, and the sector index rose by more than 2% at most, and then weakened step by step, driven by the weakening of the first grade. Agricultural Development Seed Industry and Shennong Science and Technology were among the top gainers.
On the news side, the ** Rural Work Conference was held in Beijing a few days ago. The meeting emphasized that it is necessary to explore the establishment of an inter-provincial horizontal interest compensation mechanism for grain production and marketing areas, do a good job in agricultural disaster prevention, mitigation and relief, and ensure that grain output remains at 1 in 2024More than 3 trillion catties. Support the construction of agricultural science and technology innovation platforms, and accelerate the revitalization of the seed industry.
In addition, the Ministry of Agriculture and Rural Affairs recently issued Announcement No. 732, 37 genetically modified corn varieties such as Yufeng 303D and 14 genetically modified soybean varieties such as Maiyu 526 were approved by the fourth meeting of the Fifth National Crop Variety Examination and Approval Committee.
Seeds are the "chips" of agriculture and the foundation of modern agriculture. China has always adhered to the goal of food security and keeping 1.8 billion mu of cultivated land, but in the case of serious saturation of cultivated land use efficiency of more than 100%, increasing crop yield has become an important and only means to achieve the goal of self-sufficiency in agricultural products.
According to the information on the official website of the Ministry of Agriculture and Rural Affairs, since the implementation of the seed industry revitalization action, a number of landmark achievements and phased progress have been made. A national seed enterprise formation composed of 69 leading enterprises such as crops, 86 livestock and poultry, and 121 aquatic products has been preliminarily constructed. Sichuan, Henan and other 14 provinces have successively established seed industry groups, and the pace of investment, mergers and acquisitions of seed industry enterprises has accelerated.
Dongxing ** pointed out that the commercial use of genetically modified seeds is expected to bring about the scale of the seed industry and the improvement of the pattern, with the advantages of technical reserves and germplasm resources of enterprises are expected to benefit, it is recommended to pay attention to Dabeinong, Longping Hi-Tech, and other related targets of Denghai seed industry.
CITIC said that the spirit of the rural work conference will be the main line of agricultural policy in the coming period, and will have a major policy impact on the agricultural industry, related sectors and listed companies. The meeting emphasized the acceleration of the revitalization of the seed industry, seed enterprises or continue to receive strong policy support, and related enterprises in the sector may directly benefit.
The new stock of West Magnetic Technology was temporarily suspended in intraday.
Today, the new stock West Magnetic Technology listed on the Beijing Stock Exchange opened sharply higher, and once touched the temporary stop due to the limit of the increase in the intraday, and continued to rise after the resumption of trading, up to more than 390% higher than the issue price and nearly 59% higher than the opening price. 
West Magnetic Technology Co., Ltd. is a comprehensive professional manufacturer of magnetic application products, specializing in the R&D, design, production and sales of magnetic filtration equipment and various magnetic application components. The company's main products are magnetic filtration equipment, magnetic separation rods and suction products, which are widely used in electronic materials, chemicals, food and medicine industries, and are suitable for cleaning ferromagnetic impurities in fluids, slurries, powders, granules, fine flakes and other materials to improve the quality of materials.
According to the prospectus, the issuance of West Magnetic Technology is 809 yuan, the issue price-earnings ratio is 18 times. In the first three quarters of 2023, the net profit was 3900330,000 yuan, a year-on-year increase of 7666%。The performance in the first three quarters has far exceeded the net profit of 31.59 million yuan last year, and the corresponding dynamic price-earnings ratio is only 1065 times.
As of August 31, 2023, the new order amount of magnetic filtration equipment in 2023 is about 8160230,000 yuan, and the amount of unexecuted orders in hand is about 5,52830,000 yuan, which is expected to continue to be converted into revenue this year.
In addition, West Magnetic Technology further said that the company's product delivery cycle is usually 1-3 months, so the coverage cycle of orders in hand is short, and it is difficult for orders in hand to reflect the actual needs of the company's downstream customers. It is estimated that the high growth of West Magnetic Technology's annual performance in 2023 is a foregone conclusion.
It is estimated that the total market size of domestic magnetic filtration equipment in the lithium battery industry is expected to be about 57 in 2023 and 20253.1 billion yuan, with an average annual compound growth rate of about 20%.
Prospective Industry Research Institute**, 2022 In 2027, the market size of China's semiconductor industry will grow at a growth rate of about 15%. With the improvement of semiconductor materials to the purity standards of materials in the manufacturing process, the market space of magnetic filtration equipment will also be further expanded.
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