Follow up comments
On February 10, the Shanghai stock index rose 0.17%, the Shanghai and Shenzhen 300 fell 0.26%, the gem composite fell 1.70%, and the China Securities 1000 fell 0.50%. Among the 11 primary industry categories of wind11, the indexes of information technology, industry and telecommunications services increased or decreased by – 0.95%, – 1.09% and – 1.30% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are media III, Internet software and services III and aerospace and national defense III, with increases and decreases of 1.71%, – 0.14% and – 0.45% respectively; The last three sectors were electrical equipment, diversified telecommunications services and software, with increases and decreases of – 3.26%, – 1.30% and – 1.24% respectively.
In the media III sector, 8 stocks rose and fell by the limit today, but no stocks fell by the limit. The top three stocks are Guangdong Advertising Group Co.Ltd(002400) , China United Travel Co.Ltd(600358) and Hubei Radio & Television Information Network Co.Ltd(000665) , with increases and decreases of 10.10%, 10.08% and 10.01% respectively; The last three stocks were Chengdu B-Ray Media Co.Ltd(600880) , Guangdong Brandmax Marketing Co.Ltd(300805) and Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , with gains and losses of – 4.29%, – 3.49% and – 3.27% respectively.
In the Internet software and service III sector, two stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Jc Finance & Tax Interconnect Holdings Ltd(002530) , China Reform Health Management And Services Group Co.Ltd(000503) and Capitalonline Date Service Co.Ltd(300846) , with increases and decreases of 10.02%, 10.02% and 4.26% respectively; The top three stocks are Zhisheng information, Weide information and Chase Science Co.Ltd(300941) , with gains and losses of – 4.98%, – 4.98% and 4.70% respectively.
In the aerospace and national defense III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Chengdu Rml Technology Co.Ltd(301050) , Hunan Boyun New Materials Co.Ltd(002297) and Inner Mongolia First Machinery Group Corporation Co.Ltd(600967) , with ups and downs of 20.00%, 1.62% and 1.25% respectively; The last three stocks were Chengdu Ald Aviation Manufacturing Corporation(300696) , Chengdu Zhimingda Electronics Co.Ltd(688636) and North Industries Group Red Arrow Co.Ltd(000519) , with gains and losses of – 4.61%, – 4.40% and – 3.37% respectively.
In the electrical equipment sector, there was no stock limit or stock limit today. The top three stocks are Baosheng Science And Technology Innovation Co.Ltd(600973) , Jiangsu Yangdian Science & Technology Co.Ltd(301012) and Guizhou Zhenhua E-Chem Inc(688707) , with increases and decreases of 5.74%, 5.29% and 5.18% respectively; The last three stocks were Zhejiang Windey Co.Ltd(300772) , inbor and Arctech Solar Holding Co.Ltd(688408) , with gains and losses of – 13.84%, – 13.25% and – 11.98% respectively.
In the diversified telecom sector, there is no stock limit today, and there is no stock limit. The top three stocks are Servyou Software Group Co.Ltd(603171) , Nova Technology Corporation Limited(300921) and China Satellite Communications Co.Ltd(601698) , with increases and decreases of 3.76%, 2.92% and – 0.66% respectively; The last three stocks were Bizconf Telecom Co.Ltd(300578) , China Mobile and China Telecom Corporation Limited(601728) , with gains and losses of 2.51%, 2.12% and 2.04% respectively.
In the software sector, there is a stock limit today, and there is no stock limit. The top three stocks are Shanghai Yaoji Technology Co.Ltd(002605) , Sunyard Technology Co.Ltd(600571) and Shenzhen Zqgame Co.Ltd(300052) , with increases and decreases of 10.02%, 8.51% and 5.62% respectively; The last three stocks were CICA security, digital people and Beijing Shiji Information Technology Co.Ltd(002153) , with gains and losses of – 17.35%, – 9.77% and – 6.96% respectively.
Industry highlights
The number of 5g end users in Tibet exceeded one million (Cailian)
Financial Associated Press, Feb. 9 – according to the Tibet Autonomous Region Communications Administration, the total number of 5g base stations in Tibet has reached 6660. The Internet of things based on 5g technology has been widely used in municipal, Internet of vehicles, smart home and other fields, and the number of 5g end users has reached 1079700.
Counterpoint: it is estimated that the revenue of the semiconductor industry will reach about US $1 trillion by 2030 (Financial Associated Press)
According to the latest report released by counterpoint, due to the increased demand in 5g, Internet of things, cloud computing, high-performance computing, automotive chips and other fields, the revenue of the semiconductor industry is expected to reach about US $1 trillion by 2030. With the reduction of technology nodes, DUV (deep ultraviolet) and EUV (extreme ultraviolet) lithography systems are widely used in silicon wafer fabrication. ASML is expected to surpass its long-term growth forecast by investing heavily in advanced EUV technology and high-value based service models, including productivity and performance upgrades.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
