Follow up comments
On February 15, the Shanghai stock index rose 0.50%, the Shanghai and Shenzhen 300 rose 1.06%, the gem rose 2.46%, and the China Securities 1000 rose 1.70%. Among the 11 primary industry categories of wind11, the indexes of information technology, industry and telecommunications services increased or decreased by 2.28%, 1.53% and – 0.81% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are semiconductor products and semiconductor equipment, electrical and electronic equipment, instruments and components, with increases and decreases of 3.73%, 3.30% and 2.36% respectively; The last three sectors were diversified telecommunications services, computers and peripherals and media III, with gains and losses of – 0.81%, – 0.34% and – 0.05% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit or stock limit today. The top three stocks are Thinkon Semiconductor Jinzhou Corp(688233) , Giantec Semiconductor Corporation(688123) and Advanced Micro-Fabrication Equipment Inc.China(688012) , with increases and decreases of 17.25%, 11.30% and 9.52% respectively; The last three stocks were Shenzhen Mason Technologies Co.Ltd(002654) , Zhejiang Sunflower Great Health Limited Liability Company(300111) and Shenzhen Changfang Group Co.Ltd(300301) , with gains and losses of – 2.59%, – 1.28% and – 1.28% respectively.
In the electrical equipment sector, three stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Zhejiang Windey Co.Ltd(300772) , Hunan Valin Wire&Cable Co.Ltd(001208) and Unittec Co.Ltd(000925) , with increases and decreases of 10.88%, 10.04% and 10.03% respectively; The last three stocks were Jiangsu Daybright Intelligent Electric Co.Ltd(300670) , Traffic Control Technology Co.Ltd(688015) and Hangzhou Weiguang Electronic Co.Ltd(002801) , with gains and losses of – 5.54%, – 3.47% and – 2.51% respectively.
In the electronic equipment, instruments and components sector, one stock rose the limit today, but no stock fell the limit. The top three stocks are Ningbo Sunrise Elc Technology Co.Ltd(002937) , Tianyu Information and Nantong Jianghai Capacitor Co.Ltd(002484) , with ups and downs of 11.04%, 10.03% and 9.71% respectively; The last three stocks were Invengo Information Technology Co.Ltd(002161) , Chongqing Mas Sci.& Tech.Co.Ltd(300275) and Sharetronic Data Technology Co.Ltd(300857) , with gains and losses of – 7.91%, – 6.50% and – 6.16% respectively.
In the diversified telecom sector, there is no stock limit today, and there is no stock limit. The top three stocks are Nova Technology Corporation Limited(300921) , Servyou Software Group Co.Ltd(603171) and China Satellite Communications Co.Ltd(601698) , with gains and losses of 1.90%, 0.68% and 0.61% respectively; The last three stocks were China Mobile, Net263 Ltd(002467) and Dr.Peng Telecom&Media Group Co.Ltd(600804) , with gains and losses of – 1.73%, – 0.93% and – 0.77% respectively.
In the computer and peripheral equipment sector, there was no stock limit today, and there was no stock limit. The top three stocks are Cashway Fintech Co.Ltd(603106) , Westone Information Industry Inc(002268) and Unisplendour Corporation Limited(000938) , with increases and decreases of 6.35%, 2.55% and 1.18% respectively; The last three stocks were Szzt Electronics Co.Ltd(002197) , Amethystum Storage Technology Co.Ltd(688086) and Guangzhou Kingteller Technology Co.Ltd(002177) , with gains and losses of – 8.63%, – 7.77% and 7.34% respectively.
In the media III sector, three stocks rose and one fell by the limit today. The top three stocks are Guangzhou Jinyi Media Corporation(002905) , Huawen Media Group(000793) and Zhejiang Huamei Holding Co.Ltd(000607) , with increases and decreases of 10.04%, 9.97% and 9.97% respectively; The last three stocks were Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Northern United Publishing & Media (Group) Company Limited(601999) and Inly Media Co.Ltd(603598) , with gains and losses of – 9.98%, – 9.65% and – 6.44% respectively.
Industry highlights
Many places have issued photovoltaic and wind power support policies, and the strategic position of new energy infrastructure has been significantly improved (Financial Associated Press)
Recently, many places have issued clean energy support policies such as photovoltaic and wind power. Henan’s “14th five year plan” for new infrastructure construction proposed to promote the county’s photovoltaic pilot and build a distributed photovoltaic cloud platform. The 14th five year plan for the development of renewable energy in Shandong Province, issued by Shandong recently, proposes to unswervingly promote the high-quality leap forward development of renewable energy. We will strive to basically double the total consumption, installed capacity and electricity of renewable energy during the 14th Five Year Plan period compared with the end of the 13th five year plan. Inner Mongolia Eerduosi Resources Co.Ltd(600295) the Municipal People’s government issued the guiding opinions on state-owned capital supporting Fengguang hydrogen storage industry, which pointed out that it should focus on supporting state-owned capital to promote the development of Fengguang projects.
Global chip annual sales exceeded US $500 billion for the first time (Financial Associated Press)
According to the data released by the semiconductor industry association (SIA), the global semiconductor sales in 2021 was US $55.59 billion, a record high, with a year-on-year increase of 26.2%. Among them, the sales volume of China market was US $192.5 billion, which is still the largest semiconductor market in the world, with a year-on-year increase of 27.1%. In 2021, 1.15 trillion chips were sold worldwide.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
