Hubei A Share Company In "Pressure Measurement" Epidemic

At the beginning of the month, nine, a small town in the three line of Jingzhou, Hubei Province, was no longer the same as in previous years. The public transport network was closed on the whole, and even the crowded department stores were closed.

There are only two long-distance passenger stations in this small town. At five or six o'clock in the past, there were peddlers peddling along the streets and peddling at the station.

At the moment, do not mention business, even a few pedestrians.

Lao Yang, a mechanic factory worker who should return to work in the seventh day, has not yet waited for the start of the plant.

"The epidemic is so serious that we dare not even go out of doors, let alone go to work, and the factory has no materials. It used almost last year, and now it will not come in."

This is just the tip of the iceberg of the current situation of private enterprises in Hubei province.

In January 31st, the tall building outside the Northwest Lake in Jianghan District of Wuhan produced the words "Wuhan refueling". - Xinhua News Agency

The impact of the electronic industry chain is limited.

According to the twenty-first Century economic report reporter statistics, the total number of A share listed companies in Hubei province totaled 108, and the total market capitalization amounted to 1 trillion and 310 billion yuan.

As an important industrial base in the central region, Hubei is a key component of China's major industrial clusters, especially in the fields of electronics, chemical industry and medicine.

The number of enterprises in the electronics industry of Hubei listed companies is as high as 14, with a total market value exceeding 352 billion 100 million yuan, ranking first in the major industries, and 11 in the communications industry, with a total market value of 122 billion yuan, second only to the electronics industry. According to the 2020 Hubei provincial government work report, in 2019, Hubei's "core screen terminal" industry scale exceeded 300 billion yuan.

In twenty-first Century, an economic report reporter learned that many leading enterprises have announced the extension of the vacation time or the impact on the related industrial chain.

In the field of optical communications, headquartered in Wuhan, Long Fei optical fiber is the world's leading business in the three main fields of optical fiber, optical cable and optical fiber prefabricate. In the first three quarters of 2019, Long Fei optical fiber achieved operating income of 5 billion 216 million yuan, achieving a net profit of 638 million yuan.

In February 2nd, a salesperson in Hubei, a long Fei optical fiber company, said that the company had to postpone its operation until February 14th, according to the requirements of the local government. The company has indeed stopped working at present, and its capacity may be reduced.

Some market participants have been worried that if the epidemic is seriously affected, part of the market share of long fly optical fiber will be replaced by Hengtong photoelectric and Zhongtian Technology. In addition, because of the high market share of long fly, if continuous production is stopped, there may be a negative impact on the downstream.

"As far as I know, some orders are still being delivered." The officers pointed out.

However, in February 1st, Chang Fei company responded to the official WeChat public account on the capacity arrangement during the extension of the holiday. It pointed out that "we have production bases in Liaoning, Gansu, Sichuan, Guangdong, Jiangsu, Shanghai and other places in Indonesia, South Africa and other places, and have sufficient raw material reserves. All sales and service support personnel provide 7 x 24 hours online service".

The beacon fire communication also affected the adjustment of personnel due to the epidemic situation, including the "14 days' requirement for employees to implement self isolation". "Currently, the front-line service providers have been stationed at the local level without the history of stay in Hubei. Hubei employees can not flow out of the province, and cancel the recent travel arrangements".

According to the twenty-first Century economic news reporter, as related fields such as HUAWEI, ZTE and other communications giants as an alternative, beacon communication has little or no impact on the industrial chain, but it has an impact on the company itself.

On February 1st and 2, the telephone of the beacon Communications Department was never answered. But in the official micro said, "beacon communication in the front-line office / regional arrangement has duty protection personnel, headquarters technical support expert team and 800 service support personnel 7 x 24 hours online."

In the field of laser, Wuhan's fiber laser R & D leader, Rui Ke laser, is expected to resume in February 14th. According to the CITIC team report, the change of customer orders and commencement of shipments in the future is still needed to be observed.

Another technology company in Wuhan, which is mainly listed in Wuhan, Xiaogan, Huanggang, Chengdu and other places, is a Chinese listed company, whose main business is laser equipment, sensors and communication equipment. According to the three quarterly report in 2019, the company has a stock of 1 billion 234 million yuan.

As a heavy industrial area in China, Hubei has also gathered many other important factories in other areas, including the panel area. Wuhan has three factories in China: Huaxing photoelectric, Tianma microelectronics and BOE.

According to CITIC Securities Electronic team, at present BOE and Huaxing photoelectric display panel production line has not stopped. In the evening of February 2nd, the TCL group of Huaxing optoelectronics group also confirmed the news. It pointed out that "the production process of semiconductor display devices has special characteristics, and the production line needs to be run continuously throughout the year. TCL Hua Xing is still producing and operating according to plan during the Spring Festival".

TCL group also said that at present, the company material inventory can meet the current production needs, but affected by the epidemic, part of the production material supply may be delayed due to the supplier's delay in reemployment and logistics and other factors.

Despite the impact of transportation and delayed reemployment, most market participants are more optimistic about the development of high-tech industries such as electronics.

Geng Chen, an electronics analyst with Huachang securities, pointed out: "after communicating and analyzing with the mainstream companies in supply chain, we believe that there will be limited impact on the supply side after the delay of a week's return to the supply side when there is no extreme deterioration."

In the view of Geng Chen, the order is only postponed, and has not been cancelled. After the large area resumption in February 10th, the capacity of the electronic manufacturing company is relatively large. The orders for the extension are expected to be completed by overtime in late February.

Trade, aquaculture and other industries under pressure

Animal husbandry and other traditional industries in Hubei province are affected by such factors as "postponed reemployment" and "traffic control".

At the end of 1, the animal husbandry association of China issued an urgent initiative calling on the major feed producers to support Hubei's 18 thousand tons of corn and 12 thousand tons of soybean meal.

At present, the latest data that can be inquired publicly is that by October 2019, there were nearly four hundred million poultry farms in Hubei, 16 million 920 thousand live pig farms, and 10 million 690 thousand tons of feed consumed in Hubei province in 2018.

There are no large-scale livestock husbandry listed companies in Hubei province. Only one freshwater fish breeding and processing enterprise, ST Changyu, in February 2nd, twenty-first Century, the economic report once telephoned ST Changyu securities department. No one answered.

In February 2nd, a new board company of poultry breeding in Hubei told reporters in twenty-first Century economic report that the current situation of livestock breeding enterprises is quite grim. "Many of our orders have been lost this year, chicken seedlings can not go away, and there is still a shortage of chicken seedlings. We have a farm next door, laying more than 50000 chickens a day, with a minimum of 5-6 yuan per chicken. "

The breeding staff also said that, affected by the epidemic, Hubei eggs are hard to sell, and due to the lack of packaging materials, storage is also a problem. "Eggs are not sold now, and because the packaging plant has not started, the eggs have not been packaged, and there are no places to put them."

For most of the industries that are mostly in the Spring Festival, such as movies, restaurants, transportation, tourism, retail, food and beverages, the epidemic will inevitably be affected.

Including "embarrassing mother", "Chinatown detective 3", "Jiang Ziya" and other 7 Spring Festival movie films were removed from the archives, which affected a large wave of film and television theaters and media enterprises' revenue. In the same period, Ctrip, road cattle, the same journey, donkey mother, CYTS, Jinjiang, spring and autumn and other tourist enterprises also entered the peak period of withdrawal.

Data show that at present, there are no movie, catering, tourism and other types of enterprises listed on A shares in Hubei, but there are 4 business enterprises and 1 food and beverage enterprises registered in Wuhan.

Among them, the most valuable home was released on January 27th, announcing the extension of the Spring Festival holiday, announcing that the normal business hours of the national stores will be postponed to February 9, 2020.

The A securities department, who is second only to its home, is also quoted by the economic news reporter in twenty-first Century. "The securities department has not been on duty yet. We are on duty. However, our business in Hubei is normal. The dishes are very fresh."

On the evening of February 2nd, the only food and beverage company in Hubei issued a notice, saying, "because of the epidemic situation, the public transport in Wuhan has been affected, and the employees are unable to work normally. At present, it is not yet possible to predict the normal time of traffic recovery, and temporarily predict the impact on the company's production and operation, financial position and annual operating performance.

Some enterprises or welcome opportunities

Although many listed companies are affected by the epidemic, the production and operation are facing major obstacles, but there is also a surge in demand for related products.

In February 1st, Gao de infrared Securities Department said that the company's thermometer can be applied to epidemic prevention and control, and is in normal production.

It points out that "transportation is barrier free because it is a product of epidemic prevention and has a pass".

Public information shows that in the first half of 2019, the total revenue of the "infrared thermal imager and integrated photoelectric system" totaled 558 million yuan, accounting for 83.78% of the total revenue.

According to Gao de infrared, so far, the infrared temperature rapid screening instrument produced by thousands of High German infrared has been installed in crowded places such as hospitals, stations and airports in Beijing, Shanghai, Guangdong, Fujian, Zhejiang, Jiangsu, Sichuan, Yunnan and Anhui.

Another Huazhong NC company, which has the production of infrared thermography, has also been applied to the epidemic prevention work of Shenzhen airport, Wuhan Tianhe Airport and Raytheon mountain construction.

Compared with Gao de infrared, Huazhong numerical control business is more dispersed, involving the main industry, including numerical control system technology, machine tool numerical control system, industrial robot, new energy vehicle matching, and so on, its infrared products share is not high.

In the first half of 2019, the revenue of Huazhong NC's subsidiary sales of infrared products was 21 million 595 thousand and 300 yuan, accounting for less than 6% of the total revenue.

With the upsurge of domestic anti epidemic, many investors have also turned their attention to pharmaceutical companies.

Up to now, the total number of biopharmaceutical companies listed in Hubei province is 11, with a total market capitalization of about 112 billion 41 million yuan. There are many industrial giants such as Kyushu, fortune A, Jianmin group and Ma Ying long. However, there are not many listed companies involved in antiviral drugs.

Among them, the most recent market concern is Kyushu Tong. Its logistics company is widely concerned by the market because of its effective participation in assisting the Red Cross in Wuhan.