Market Review
Last week, the CSI 300 index fell 4.51%, the SME board index fell 4.60%, the gem index fell 5.25%, and the computer (CITIC) sector fell 9.56%. The top five stocks in the sector were: Enc Digital Technology Co.Ltd(603869) , Beijing Century Real Technology Co.Ltd(300150) , Beijing Shiji Information Technology Co.Ltd(002153) , Hangzhou Cncr-It Co.Ltd(300250) , Shenzhen Emperor Technology Company Limited(300546) ; The top five declines were: Guangzhou Kingteller Technology Co.Ltd(002177) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Egova Co.Ltd(300075) , Inspur Software Co.Ltd(600756) , Sinodata Co.Ltd(002657) .
Industry highlights
Ministry of industry and information technology: cultivate a number of innovative small and medium-sized enterprises entering emerging fields such as meta universe
10 departments including the central network information office issued the action plan for digital village development (2022-2025)
Two departments: vigorously cultivate integrated applications based on cloud infrastructure
Ministry of industry and information technology: in 2021, the added value of electronic information manufacturing industry above the designated level increased by 15.7% over the previous year, and the growth rate reached a new high in recent ten years
Company dynamics
Ningbo Gqy Video & Telecom Joint-Stock Co.Ltd(300076) : the company has been recognized as a high-tech enterprise
Beijing Interact Technology Co.Ltd(300419) : the company plans to use 350 million yuan to acquire 100% equity of Shandong huaruan Jinke
Yealink Network Technology Co.Ltd(300628) : the company has completed the raising and establishment of industrial investment fund, with a total scale of RMB 260 million
Dbappsecurity Co.Ltd(688023) : the company plans to increase the capital of 7.2 million yuan to the joint-stock company digital security service
This week’s view
The Winter Olympics is about to open grandly, and digital RMB is expected to usher in catalysis. If the Winter Olympics pilot is successfully promoted, it is expected to further accelerate the promotion and popularization of digital RMB through policies and other means. At the investment level, combined with the catalysis of digital RMB, select companies with dual inflection points between industry fundamentals and the company itself. Bank it suggests paying attention to Yusys Technologies Co.Ltd(300674) , Global Infotech Co.Ltd(300465) , Shenzhen Sunline Tech Co.Ltd(300348) , Digital China Information Service Company Ltd(000555) , Tansun Technology Co.Ltd(300872) , Northking Information Technology Co.Ltd(002987) , Feitian Technologies Co.Ltd(300386) ; The acquirer and hardware manufacturer suggest paying attention to Newland Digital Technology Co.Ltd(000997) , Xgd Inc(300130) , Lakala Payment Co.Ltd(300773) , Grg Banking Equipment Co.Ltd(002152) , etc; Encryption management: it is recommended to pay attention to Beijing Infosec Technologies Co.Ltd(688201) , Westone Information Industry Inc(002268) .
Risk tip: the promotion progress of digital currency is less than expected; The continuous rise of labor costs leads to the decline of profits; The promotion of intelligent terminals is less than expected.
