Follow up comments
On February 14, the Shanghai stock index fell 0.98%, the Shanghai and Shenzhen 300 fell 1.08%, the gem rose 0.12%, and the China Securities 1000 fell 0.39%. Among the 11 primary industry categories of wind11, the indexes of industry, information technology and telecommunications services increased or decreased by – 0.38%, – 0.48% and – 1.51% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are aerospace and national defense III, energy equipment and services and media III, with increases and decreases of 1.02%, 0.97% and 0.68% respectively; The last three sectors were diversified telecommunications services, computers and peripherals and software, with increases and decreases of – 1.51%, – 0.98% and – 0.79% 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 Beijing Unistrong Science & Technology Co.Ltd(002383) , Chengdu Zhimingda Electronics Co.Ltd(688636) and Tianjin Jieqiang Power Equipment Co.Ltd(300875) , with increases and decreases of 9.99%, 8.43% and 6.95% respectively; The top three stocks were Beijing Emerging Eastern Aviation Equipment Co.Ltd(002933) , Tongyi aerospace and Aecc Aviation Power Co Ltd(600893) , with gains and losses of – 1.26%, – 1.06% and – 1.00% respectively. In the energy equipment and services sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Lanpec Technologies Limited(601798) , Jiangsu Rutong Petro-Machinery Co.Ltd(603036) and Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , with increases and decreases of 9.96%, 5.41% and 4.55% respectively; The last three stocks were Deshi shares, China Petroleum Engineering Corporation(600339) and Sinopec Oilfield Equipment Corporation(000852) , with gains and losses of – 3.52%, – 1.45% and – 0.74% 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 Omnijoi Media Corporation(300528) , Zhejiang Sunriver Culture Co.Ltd(600576) and Guangdong Advertising Group Co.Ltd(002400) , with ups and downs of 20.00%, 10.07% and 10.05% respectively; The last three stocks were Hylink Digital Solution Co.Ltd(603825) , Northern United Publishing & Media (Group) Company Limited(601999) and Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , with gains and losses of – 9.57%, – 4.55% and – 3.41% respectively. In the diversified telecom sector, there is no stock limit today, and there is no stock limit. The top three stocks are Bizconf Telecom Co.Ltd(300578) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and Net263 Ltd(002467) , with increases and decreases of 0.88%, 0.78% and 0.23% respectively; The last three stocks were China Mobile, Nova Technology Corporation Limited(300921) and Servyou Software Group Co.Ltd(603171) , with gains and losses of 3.90%, 3.66% and 3.52% respectively.
In the computer and peripheral equipment sector, one stock rose by the limit and one stock fell by the limit today. The top three stocks are Vtron Group Co.Ltd(002308) , Guangzhou Kingteller Technology Co.Ltd(002177) and Shanghai Huahongjitong Smart System Co.Ltd(300330) , with increases and decreases of 10.02%, 7.41% and 3.02% respectively; The last three stocks were Amethystum Storage Technology Co.Ltd(688086) , Unisplendour Corporation Limited(000938) and Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) , with gains and losses of – 20.00%, – 3.18% and 2.47% respectively.
In the software sector, there is no stock limit today, and there is no stock limit. The top three stocks are Navinfo Co.Ltd(002405) , Kaiser (China) Culture Co.Ltd(002425) and Cubic Digital Technology Co.Ltd(300344) , with ups and downs of 8.86%, 5.49% and 5.43% respectively; The last three stocks were Shenzhen Fortune Trend Technology Co.Ltd(688318) , Northking Information Technology Co.Ltd(002987) and Dbappsecurity Co.Ltd(688023) , with gains and losses of – 8.93%, – 7.98% and – 6.23% respectively.
Industry highlights
Digital RMB continues to be hot, with a trading volume of nearly 10 billion yuan, and the number of pilot scenes is six times that of six months ago (Financial Associated Press) (Shanghai, editor Chen Mo). According to Wang Ying, deputy director of Beijing local financial supervision and Administration Bureau, the pilot of digital RMB has covered more than 400000 scenes of the Winter Olympic Games, with a trading amount of 9.6 billion yuan.
Digital RMB is a new payment method that China has been committed to promoting for a long time. It is known as the “new infrastructure” in the era of digital economy. Since 2022, the digital currency industry policy has been continuously positive. The central bank and other four departments jointly issued the “14th five year plan for the development of financial standardization”, which proposed to steadily promote the development of legal digital currency standards and the construction of financial science and technology standards. In January 2022, the digital RMB app was officially launched, and a total of 9 banks can open personal digital RMB wallets. Digital RMB has been fully promoted. Since the holiday, digital currency has become a bright main line, and individual stocks have also risen in a large area. Among them, Hengbao Co.Ltd(002104) recorded 8 boards in 10 days and Guangzhou Kingteller Technology Co.Ltd(002177) obtained 3 consecutive boards. In combination with the Spring Festival holiday, a new round of digital RMB red envelope pilot activities have been carried out in many places. Among them, six major banks in Shenzhen have issued a total of 25 million yuan of digital RMB red envelopes, and Xinjin District of Chengdu has issued 26900 digital RMB consumption red envelopes with a total amount of 2 million yuan.
According to the latest data of the central bank, by the end of 2021, there had been more than 8.0851 million digital RMB pilot scenes, six times the number of scenes six months ago. China Securities Co.Ltd(601066) securities analysis pointed out that with the pilot implementation of the Winter Olympic Games scene, digital RMB is expected to be popularized on a large scale in the future. The upgrading and transformation of bank it system, the transformation of terminal payment equipment and the digital encryption / identity authentication / security chip involved in the transaction link will bring business increment to relevant listed enterprises, and the relevant industrial chain will usher in greater catalysis.
China Mobile launched the centralized procurement of base station antennas, and the communication sector is expected to usher in performance improvement (Financial Associated Press). Recently, China Mobile launched the centralized procurement of base station antennas in 2022, with a quantity of about 491300 and a cost of about 590 million yuan. According to the announcement, the purchased products are base station antennas, which are divided into 4 categories and 17 models, including urban and rural base station antennas, high-speed rail antennas, lens antennas and special scene antennas.
According to the data of the Ministry of industry and information technology, by the end of 2021, China has opened 1.425 million 5g base stations, of which more than 800000 5g base stations have been jointly built and shared. Institutional analysis pointed out that since the issuance of 5g license on June 6, 2019, 5g network has initially achieved coverage in key cities, and the number of 5g users has increased rapidly. The share of domestic equipment manufacturers continues to increase and accelerate the upstream layout. Under the background of network upgrading, the promotion of industrial digitization is accelerated, and the demand for network security is promoted. The downstream meta universe application drives the network upgrade, and the large communication sector is expected to usher in the double rise stage of performance and valuation..
