Market performance and highlights this week: the Political Bureau of the CPC Central Committee held the 36th collective learning on carbon neutrality
The A-share composite index fell to 3361.57% on January 24, the same month as that of the previous week; Shenzhen composite index closed at 13328 points, down 5.00%; The gem index closed at 2909, down 4.14%. In terms of the style of large and small cap, the large cap index fell 4.33% and the small cap index fell 5.88% this week. Since 2022, the market index has fallen by 12.95%, the small index has risen by 6.62%, and the small / large ratio is 1.22.
Highlights of this week: the Political Bureau of the CPC Central Committee conducted the 36th collective learning on achieving the goal of carbon peak and carbon neutralization. Major events of this week: on January 25, Bece Legend Group Co.Ltd(000803) issued the announcement of equity incentive plan. The total number of incentive shares was 11.249 million, accounting for 4.68% of the total share capital at that time. The initial exercise price of options (stock transfer price) was 11.02 yuan / share, with a validity period of 5 years. Equity incentive target: the net profit attributable to shareholders of listed companies after deducting non recurring profits and losses in 2022, 2023 and 2024 shall not be less than 180 million yuan, 270 million yuan and 400 million yuan respectively.
This week’s special topic: the State Council issued the “14th five year plan” for digital economy development, and the digital economy industry ushered in development opportunities
On December 12, the State Council issued the “14th five year plan” for the development of digital economy. Digital economy is a new economic form that takes data resources as production factors and modern information network as an important carrier, guides resources to play a role, promotes the development of productive forces and optimizes the economic structure, which will promote profound changes in our mode of production, lifestyle and governance.
Digital infrastructure is the carrier of the development of digital economy. As a new information entrance in the future, intelligent vehicle plays an important role. With the evolution of automobile intelligence, automobile will become a mobile living space, a new intelligent terminal and a new human-computer interaction entrance. Vigorously developing automotive intelligence is not only the demand of industrial development, but also an important starting point for the country to grasp the discourse power of digital economy in the new era. At the same time, the intelligent automobile industry is in the early stage of development, which provides an opportunity for China to overtake in corners with basic software and hardware and core electronic components.
Manufacturing is the key to the deep integration of digital economy and real economy. The informatization of China’s manufacturing industry is in full swing. Supply chain companies will gradually accumulate their understanding of subdivided industries in the development of the industry, achieve breakthroughs in software algorithms and core hardware, and realize the development of their own performance while promoting the progress of the industry.
The development of digital economy will provide fertile soil for enterprises and benefit the development of small and medium-sized enterprises. The plan points out that we should accelerate the application of online marketing, remote cooperation, digital office and intelligent production line, enable the digitization of small and medium-sized enterprises, support leading enterprises to open digital resources and capabilities, and accelerate the cultivation of a number of “specialized and special new” small and medium-sized enterprises and single leading enterprises in manufacturing industry, which is conducive to the development of small and medium-sized enterprises.
Key recommended themes and stocks
Smart car theme (Ju Guang technology, Huizhou Desay Sv Automotive Co.Ltd(002920) , Foryou Corporation(002906) , Ingenic Semiconductor Co.Ltd(300223) , Thunder Software Technology Co.Ltd(300496) , Lianchuang Electronic Technology Co.Ltd(002036) , Ningbo Joyson Electronic Corp(600699) , Meig Smart Technology Co.Ltd(002881) ); High end manufacturing themes ( Amlogic (Shanghai) Co.Ltd(688099) , Jade Bird Fire Co.Ltd(002960) , Jutze Intelligent Technology Co.Ltd(300802) , Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) ); Leisure snack theme ( Yanker Shop Food Co.Ltd(002847) , Bestore Co.Ltd(603719) , Three Squirrels Inc(300783) ); Pet and Breakfast themes ( Petpal Pet Nutrition Technology Co.Ltd(300673) , Zhongyin Babi Food Co.Ltd(605338) ).
Risk tip: the economy has fallen sharply; Major changes in capital market reform policies; The prosperity of the industry is lower than expected.
