Follow up comments
On February 9, the Shanghai stock index rose 0.79%, the Shanghai and Shenzhen 300 rose 0.94%, the gem rose 1.63%, and the China Securities 1000 rose 1.85%. Among the 11 primary industry categories of wind11, the indexes of telecom services, information technology and industry increased or decreased by 4.57%, 1.86% and 0.73% respectively.
Among the 13 wind three-level industry categories involved in the technology and intelligent equipment industry chain, the top three sectors are diversified telecommunications services, information technology services and computers and peripherals, with increases and decreases of 4.57%, 4.30% and 4.07% respectively; The last three sectors were machinery, semiconductor products, semiconductor equipment and electrical equipment, with increases and decreases of 0.46%, 0.78% and 1.06% respectively.
In the diversified telecom sector, there was a stock limit today, and there was no stock limit. The top three stocks are China Mobile, Bizconf Telecom Co.Ltd(300578) and Servyou Software Group Co.Ltd(603171) , with ups and downs of 10.00%, 4.62% and 3.78% respectively; The last three stocks were China Satellite Communications Co.Ltd(601698) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and Nova Technology Corporation Limited(300921) , with gains and losses of 0.74%, 2.26% and 2.58% respectively.
In the information technology service sector, five stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Tansun Technology Co.Ltd(300872) , Newcapec Electronics Co.Ltd(300248) and Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) , with ups and downs of 15.99%, 12.86% and 10.50% respectively; The last three stocks were Jiangxi Tianli Technology Inc(300399) , Shanghai New Centurion Network Information Technology Co.Ltd(605398) and Beijing Zuojiang Technology Co.Ltd(300799) , with gains and losses of – 3.07%, – 2.55% and – 2.25% respectively.
There are 5 stocks with or without the daily limit in the computer sector. The top three stocks are Shanghai Huahongjitong Smart System Co.Ltd(300330) , Guangzhou Kingteller Technology Co.Ltd(002177) and Grg Banking Equipment Co.Ltd(002152) , with increases and decreases of 10.70%, 10.08% and 10.03% respectively; The last three stocks were Shenzhen Kaifa Technology Co.Ltd(000021) , Anker Innovations Technology Co.Ltd(300866) and China Greatwall Technology Group Co.Ltd(000066) , with gains and losses of 0.51%, 0.64% and 1.74% respectively.
Five stocks in the machinery sector rose the limit today, and no stocks fell the limit. The top three stocks are Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Zhejiang Jinggong Science & Technology Co.Ltd(002006) and Shandong Zhang shares, with gains and losses of 10.02%, 10.01% and 9.98% respectively; The last three stocks were Hengli hydraulic, Zoje Resources Investment Co.Ltd(002021) and Shenzhen United Winners Laser Co.Ltd(688518) , with gains and losses of – 7.36%, – 5.00% and – 4.96% respectively.
In the semiconductor products and semiconductor equipment sector, two stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Shenzhen Mason Technologies Co.Ltd(002654) , Wuxi Nce Power Co.Ltd(605111) and Jingke energy, with ups and downs of 10.04%, 10.00% and 7.17% respectively; The top three stocks were Zhenlei technology, Thinkon Semiconductor Jinzhou Corp(688233) and Rockchip Electronics Co.Ltd(603893) , with gains and losses of – 2.51%, – 2.31% and – 2.19% respectively.
In the electrical equipment sector, two stocks rose the limit today and no stocks fell the limit. The top three stocks are Zhejiang Founder Motor Co.Ltd(002196) , Jiangxi Special Electric Motor Co.Ltd(002176) and Iray Technology Company Limited(688301) , with increases and decreases of 10.01%, 10.00% and 7.86% respectively; The last three stocks were Shenzhen Xinyichang Technology Co.Ltd(688383) , Arctech Solar Holding Co.Ltd(688408) and Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) , with gains and losses of – 6.18%, – 5.76% and – 4.14% respectively.
Industry highlights
Hualong-1 passed the British industry review or ushered in a new round of high-speed development period (Financial Associated Press)
According to the news of Cgn Power Co.Ltd(003816) group, at 9 a.m. local time on February 7, the UK Office of nuclear regulation (onr) and the Environment Agency (EA) issued a joint statement confirming that China’s independent nuclear power technology hualong-1 passed the UK general design review (GDA), and issued design approval confirmation (DAC) and design acceptability statement (soda) certificates for hualong-1 on the same day.
It is understood that in 2016, CGN signed a package agreement on new nuclear power projects in the UK with EDF and the UK government. According to the agreement, “hualong-1” will be used for the construction of bradwell B nuclear power project in the country after passing the UK general design review. According to Niu Bo research report, nuclear power construction ushered in a new round of high-speed development of investment. In the middle and late period of the 14th five year plan, the annual investment in nuclear power will exceed 100 billion yuan, and the process of nuclear power construction will be accelerated, which will benefit the whole industrial chain.
Global orders for new ships increased by 72% month on month in January, with China taking the lead in orders (Financial Associated Press)
According to the data released by Clarkson, a British Shipbuilding and shipping industry analysis organization, in January this year, the global new ship orders were 3.07 million revised gross tons (CGT), an increase of 72% month on month, of which the orders undertaken by South Korea were 1.38 million revised gross tons, accounting for 45%, ranking second only to China (1.47 million revised gross tons, 48%). In terms of ship types, liquefied natural gas carriers (LNG ships) with more than 140000 cubic meters and large container ships with 12000 standard containers (TEU) account for 67% of the total orders.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
