Today s investment outlook New Year s Eve box office hits a new high, and the development of the nuc

Mondo Finance Updated on 2024-01-31

Last week, A-shares ushered in the last trading day of 2023, and the Shanghai Composite Index rose 068% at 2974At 93 points, the Shenzhen Component Index rose 089% at 952469 points, the GEM index rose 063% at 189137 o'clock;The total turnover of the two cities was 841.5 billion yuan.

For the upcoming January, CITIC said that it is expected that the economic policy will continue to increase in January, the New Year's Eve effect of various capital behaviors will be more obvious, investor confidence will begin to turn positive, and the market will usher in an important inflection point in January. In terms of configuration, it is expected that products going overseas, independent science and technology, new consumption, and low dividend volatility will become the main directions, and in January, it is recommended to give priority to the super-falling growth represented by the science and technology innovation board. In terms of allocation, the current market is still in the second stage of the "three-stage allocation strategy", and it is recommended to actively deploy the technology and pharmaceutical sectors that have fallen significantly in the early stage.

Today's investment opportunity analysis

The development of the nuclear energy industry is accelerating.

Recently, the development of the domestic nuclear energy industry has accelerated. In the field of fusion, on December 29, 2023, a controllable nuclear fusion innovation consortium led by China National Nuclear Corporation and composed of 25 central enterprises, scientific research institutes, universities, etc., was officially established to promote the establishment of a controllable nuclear fusion specialized company. In the field of fission, on December 29, 2023, after deliberation at the executive meeting, it was decided to approve the Jinqimen Nuclear Power Project Unit and the Taipingling Nuclear Power Phase II Project Unit No. 10, so far, 10 nuclear fission units have been approved in 2023, which is the same as the number approved in 2022.

CITIC ** said that 2023 will be the "first year" of the development of controllable nuclear fusion in China, with the continuous breakthrough of high-temperature superconducting technology, it is expected to greatly improve the ignition conditions of magnetic confinement fusion devices, and 2024 may usher in centralized bidding for projects, which is conducive to the landing of large-scale orders from core component manufacturers such as high-temperature superconducting magnets, deflectors, vacuum cavities, and RF power suppliesFor the more mature third-generation nuclear power units, 2024 is expected to usher in a centralized delivery verification period for parts, which is conducive to the continuous increase in orders and performance of core component manufacturers under the guarantee of continuous and stable approval. It is recommended to pay attention to the core components of nuclear fusion and nuclear fission.

The New Year's Eve box office hit an all-time high.

At the end of 2023, high-topic films such as "I Am a Mountain" and "Wading in the Sea of Anger" will be released and begin to mobilize the demand for moviegoers. Subsequently, a number of commercial films were released, and the weekly box office continued to recover month-on-month, and finally on December 31, the New Year's Eve, the box office broke the historical record.

China Securities Construction Investment** pointed out that the New Year's Eve file and the previous summer file with outstanding performance have proved that there are commercial films with good quality, and with important schedules, the demand for watching movies can be effectively mobilized. Now that the Spring Festival is only more than a month away, the follow-up should focus on the progress of the Spring Festival films. Production companies that are expected to release comedy films in the core schedule are expected to benefit, while paying attention to theaters and ticketing companies that benefit from the steady recovery of box office.

The introduction of V2G in top-level design may usher in rapid development.

Recently, the National Development and Reform Commission and other four ministries and commissions issued the "Implementation Opinions on Strengthening the Integration and Interaction of New Energy Vehicles and Power Grids", clarifying the medium and long-term development goals of vehicle-network interaction, encouraging the development of technologies such as optical storage and charging, DC bus, and business models of operators in community charging "unified construction and service", aggregation of charging resources to participate in power trading, etc., and comprehensively promote orderly charging applications and V2G (vehicle-electricity interconnection) mode demonstration.

In this regard, CITIC** said that the vehicle-network interaction model has a high degree of certainty for long-term development, and the orderly charging of the community will bring structural expansion to the market space of equipment manufacturers and operatorsThe orderly charging and even the promotion and application of V2G will make enterprises with platform-based integration capabilities take the lead in benefiting. It is recommended to pay attention to the leading enterprises in bidirectional DC charging piles and modulesA leader in aggregation and system integration capabilities.

Other market-moving news

Multiple departments have issued documents to promote the construction of a close-knit county-level medical and health community.

On December 30, the National Health Commission, the National Health Commission, the Ministry of Finance and other ten departments jointly issued the "Guiding Opinions on Comprehensively Promoting the Construction of a Close-knit County Medical and Health Community". The "Guiding Opinions" make it clear that by the end of June 2024, the construction of a close-knit county-level medical community will be comprehensively promoted at the provincial level.

By the end of 2025, significant progress will be made in the construction of a close-knit county-level medical community, and policies to support the construction of county-level medical communities will be further improved, such as organization and management, investment guarantee, personnel establishment, remuneration and medical insurance paymentStrive to build more than 90% of the counties (county-level cities, municipal districts with conditions can be referred to) to basically build a county-level medical community with reasonable layout, unified management of people, property and property, clear rights and responsibilities, efficient operation, division of labor and cooperation, continuous service and information sharing. By the end of 2027, the close-knit county-level medical community will basically achieve full coverage, the operation mechanism of the management system will be further consolidated, the county's disease prevention and treatment and health management capabilities will be significantly improved, the county-level and rural collaborative support relationship will be further consolidated, and the service level at the rural level will be significantly strengthened.

The consolidation of the rare earth industry is once again staged.

Following the establishment of China Rare Earth Group, the integration of China's rare earth industry has once again staged a major event. On January 1, Rising Nonferrous Metals announced that 100% of the shares of the company's controlling shareholder, Guangdong Rare Earth Group, were to be transferred to China Rare Earth Group free of charge, and the actual controller of the company would be changed from Guangdong State-owned Assets Supervision and Administration Commission to China Rare Earth Group.

The total box office of the New Year's Eve stalls broke the film and television record.

According to the data of Lighthouse Professional Edition, the total box office of the 2023 New Year's Eve file (December 31) will exceed 700 million yuan, continuing to refresh the box office record of the New Year's Eve file in Chinese film history. It is reported that this is also the first time since January 28, 2023 that the national single-day box office has exceeded 700 million yuan in 336 days. According to Lighthouse Professional Edition, as of 12 o'clock on December 31, 2023, the total box office (including pre-sale) of new films on New Year's Day in 2024 (December 30, 2023 to January 1, 2024) exceeded 1 billion yuan.

Kweichow Moutai expects net profit to increase by 17% in 20232%

Kweichow Moutai recently announced the completion of the 2023 business estimate, according to preliminary accounting, in 2023, the company will produce about 5 of Moutai's base liquor720,000 tons, about 4290,000 tons;It is estimated that the total operating income will be about 149.5 billion yuan, a year-on-year increase of about 172%;It is estimated that the net profit attributable to shareholders of listed companies will be about 73.5 billion yuan, a year-on-year increase of about 172%。Among them, it is estimated that the operating income of Moutai is about 125.8 billion yuan, and the operating income of series liquor is about 20.4 billion yuan.

Evergrande Automobile: Newton Group's share subscription agreement and debt-to-equity swap subscription agreement have expired.

Evergrande Automobile announced on the evening of January 1 on the Hong Kong Stock Exchange that the Newton Group share subscription agreement and debt-to-equity swap subscription agreement have expired on December 31, 2023. The parties to Newton Group's Share Subscription Agreement and Debt-for-Equity Swap Subscription Agreement, as well as certain interested parties, have been and will continue to negotiate amendments to certain key terms of the proposed transaction and the debt-for-equity swap.

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