Summary of brokerage information: the value of telecom operators is expected to be revalued in the era of digital economy

Yesterday, the major indexes fluctuated all the way up, the collective ushered in a rebound, and the gem bottomed up, up 1.3%. In terms of sectors, digital currency, the concept of civil explosion, chicken breeding, communication services and other sectors led the gains, while only road and railway transportation and banking sectors fell. On the whole, individual stocks rose more or fell less yesterday. More than 3500 stocks rose in the two cities, and more than 100 stocks rose by the limit or by more than 10%. More than 3000 stocks rose in the two cities for four consecutive trading days. Yesterday, the turnover of Shanghai and Shenzhen stock markets was 931.8 billion, and the net purchase of northbound funds throughout the day was 484 million yuan, of which the net purchase of Shanghai Stock connect was 983 million and the net sale of Shenzhen Stock connect was 499 million.

Overnight, the three major stock indexes of US stocks collectively closed up, with the Dow index up 0.86%, the NASDAQ index up 2.08% and the S & P 500 index up 1.45%. Large tech stocks led gains on the Nasdaq, with NVIDIA up more than 6.3%, Facebook and twitter up more than 5%, apple up 0.83% and Microsoft up more than 2%. Google rose more than 1.5%. New energy vehicles strengthened significantly, with Tesla up nearly 1%, Xiaopeng up 9.6% and Weilai up 5.7%. Photovoltaic and hydrogen energy sectors all rose, with Daquan new energy up nearly 9%, Jingke energy up 4.6% and fuel cell energy up 8%.

At today’s morning meeting of securities companies, Northeast Securities Co.Ltd(000686) pointed out that the A-share market in February was to repair the rebound; Guotai Junan Securities Co.Ltd(601211) believes that ice and snow sports will help the steady growth of the consumer market; China Securities Co.Ltd(601066) pointed out that in the era of digital economy, the value of telecom operators is expected to be revalued.

Northeast Securities Co.Ltd(000686) : the A-share market will recover

Northeast Securities Co.Ltd(000686) pointed out that for the recent rise of global stock markets and commodities, the general explanation may be a sign of the transfer of funds to the anti inflation field under the strong expectation of global inflation. After all, except for the adjustment of the bond market, the opportunities of other varieties are rebounding or reaching a new high. Generally speaking, the market in February is roughly characterized as “repair rebound for the decline of about 300 points in January”, that is, with the promotion of steady growth and the steady rebound of peripheral markets, the A-share market has repaired and rebounded.

Guotai Junan Securities Co.Ltd(601211) : ice and snow sports will help the steady growth of the consumer market

Guotai Junan Securities Co.Ltd(601211) the research report pointed out that during the Spring Festival, tax exemption, catering, film viewing, entertainment, shopping and other consumption scenes have a bright performance. In 2022, with the continuous improvement of China’s economic situation and the effective prevention and control of the epidemic, the consumer market will continue to show a stable recovery trend. At present, the upsurge of Beijing Winter Olympic Games continues. From individual ice and snow sports to ice and snow entertainment for the whole family, more and more Chinese people begin to try the fun of ice and snow sports. With the gradual popularization of ice and snow sports, the continuous expansion of ice and snow lovers and the rapid development of ice and snow related industries, it is believed that with the help of these positive factors, the future ice and snow sports will further break through the restrictions of people, seasons and regions, and help the steady growth of the consumer market.

China Securities Co.Ltd(601066) : in the era of digital economy, the value of telecom operators is expected to be revalued

The research report points out that in recent years, the industrial digital business of telecom operators for government and enterprise customers has grown rapidly. In 2021h1, China Telecom Corporation Limited(601728) industrial digital business revenue was 50.1 billion yuan, a year-on-year increase of 16.8%; China Mobile’s ICT revenue was 33.4 billion yuan, a year-on-year increase of 59.8%; The Internet business revenue of China United Network Communications Limited(600050) industry was 28 billion yuan, a year-on-year increase of 23.6%. Among them, the cloud business of telecom operators grew rapidly. In 2021h1, China Telecom Corporation Limited(601728) , China Mobile and China United Network Communications Limited(600050) achieved revenue of 10.3 billion yuan, 9.7 billion yuan and 2.8 billion yuan respectively, with a year-on-year increase of 122%, 118.1% and 38.9% respectively. Industrial digitization is in the ascendant. During the “14th five year plan” period, the industrial digitization business of telecom operators is still expected to maintain a rapid growth rate, and the value needs to be revalued.

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