Market Review
Last week, the CSI 300 index rose 0.82%, the SME board index rose 0.24%, the gem index fell 3.53%, and the computer (CITIC) sector rose 0.74%. The top five stocks in the sector were: Shenzhen Emperor Technology Company Limited(300546) , Beijing Advanced Digital Technology Co.Ltd(300541) , Shenzhen Forms Syntron Information Co.Ltd(300468) , Shanghai Huahongjitong Smart System Co.Ltd(300330) , Sunyard Technology Co.Ltd(600571) ; The top five declines were: Beijing Zuojiang Technology Co.Ltd(300799) , Beijing Shiji Information Technology Co.Ltd(002153) , Shenzhen Das Intellitech Co.Ltd(002421) , Autel Intelligent Technology Corp.Ltd(688208) , Hangzhou Arcvideo Technology Co.Ltd(688039) .
Industry highlights
The gap between supply and demand narrowed, and the LED driver chip market changed
Ministry of industry and information technology: data processors in the field of industry and information technology shall implement hierarchical protection for all kinds of data; The important data collected and generated by data processors in the field of industry and information technology shall be provided overseas, and the data exit safety assessment shall be conducted
Ministry of Commerce: vigorously develop digital trade and build a digital trade demonstration area
Ministry of industry and information technology: promote the construction of large-scale and intelligent production lines for national centralized procurement of varieties
Company dynamics
Beijing Thunisoft Co.Ltd(300271) : Huayu information, a wholly-owned subsidiary of the company, has completed the absorption and merger of Huayu Jinxin, a wholly-owned subsidiary of the company
Fujian Apex Software Co.Ltd(603383) : Jinshi investment, the shareholder of the company, plans to reduce its total holdings of 10255410 shares of the company, accounting for 6.00% of the total share capital of the company
Xgd Inc(300130) : the first level subsidiary Xgd Inc(300130) Xiangyun of the company invested 50 million yuan with its own funds to establish the second level subsidiary Xgd Inc(300130) Xiangyun, and the industrial and commercial registration has been completed
Shenzhen Das Intellitech Co.Ltd(002421) : the company won the bid for the integrated monitoring project of Shenzhen Urban Rail Transit Line 13, with a bid winning amount of about 113 million yuan
This week’s view
In the context of Internet antitrust, the competition pattern of education, transportation, finance and other important industries related to the national economy and the people’s livelihood and data security will be standardized: the traffic and capital asymmetric competitive pressure faced by industry leading enterprises in the past will be significantly improved, In particular, industry leading enterprises with state-owned assets background have ushered in an important turning point of development. Iflytek Co.Ltd(002230) education business continues to maintain high growth, and Huawei’s extremely important strategic product petal map selection Navinfo Co.Ltd(002405) provides all-round data technical support rather than Internet giants, which further confirms the important changes in the industry pattern under the background of Internet antitrust. In the computer industry, Iflytek Co.Ltd(002230) in the field of education, Navinfo Co.Ltd(002405) in the field of transportation and automatic driving, or the two listed companies that benefit most from Internet antitrust.
Risk tips:
The financial support of educational informatization is less than expected; The penetration rate of automatic driving was not improved as expected.
