Follow up comments
On February 16, the Shanghai stock index rose 0.57%, the Shanghai and Shenzhen 300 rose 0.39%, the gem rose 0.55%, and the China Securities 1000 rose 0.82%. Among the 11 primary industry categories of wind11, the indexes of industry, telecommunications services and information technology increased or decreased by 0.96%, 0.87% and – 0.06% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are machinery, diversified telecommunications and media III, with increases and decreases of 1.14%, 0.87% and 0.64% respectively; The last three sectors were energy equipment and services, aerospace and national defense III and semiconductor products and semiconductor equipment, with increases and decreases of – 1.08%, – 0.95% and – 0.56% respectively.
In the machinery sector, 11 stocks rose the limit today, and no stocks fell the limit. The top three stocks are Hiecise Precision Equipment Co.Ltd(300809) , Hengda New Materials (Fujian) Co.Ltd(300946) and Hengfeng tools, with ups and downs of 20.01%, 15.17% and 11.71% respectively; The last three stocks were Zhejiang Dingli Machinery Co.Ltd(603338) , Shandong Liancheng Precision Manufacturing Co.Ltd(002921) and Zhejiang Zhongjian Technology Co.Ltd(002779) , with gains and losses of – 9.36%, – 4.43% and – 4.05% respectively.
In the diversified telecom sector, there is no stock limit today, and there is no stock limit. The top three stocks are Dr.Peng Telecom&Media Group Co.Ltd(600804) , Nova Technology Corporation Limited(300921) , and Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , with increases and decreases of 1.55%, 1.51% and 1.37% respectively; The last three stocks were Servyou Software Group Co.Ltd(603171) , China Telecom Corporation Limited(601728) and China Satellite Communications Co.Ltd(601698) , with gains and losses of – 2.18%, 0.24% and 0.68% respectively.
In the media III sector, two stocks rose and fell by the limit today, but no stocks fell by the limit. The top three stocks are Zhejiang Huamei Holding Co.Ltd(000607) , China United Travel Co.Ltd(600358) and Huawen Media Group(000793) , with increases and decreases of 10.02%, 9.94% and 5.14% respectively; The last three stocks were Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Zhejiang Sunriver Culture Co.Ltd(600576) and Hylink Digital Solution Co.Ltd(603825) , with gains and losses of – 6.89%, – 5.14% and – 1.74% respectively.
In the energy equipment and services sector, there was no stock limit or stock limit today. The top three stocks are Sino Geophysical Co.Ltd(300191) , Deshi shares and Shandong Molong Petroleum Machinery Company Limited(002490) , with increases and decreases of 3.46%, 3.34% and 1.96% respectively; The last three stocks were Xinjiang Beiken Energy Engineering Co.Ltd(002828) , Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) and Tong Petrotech Corp(300164) , with gains and losses of – 8.78%, – 5.87% and – 4.46% respectively.
In the aerospace and national defense III sector, there was no stock limit today, and there was no stock limit. The top three stocks were Beijing Emerging Eastern Aviation Equipment Co.Ltd(002933) , Chengdu Jouav Automation Tech Co.Ltd(688070) and Chengdu Zhimingda Electronics Co.Ltd(688636) , with gains and losses of 2.10%, 1.89% and 1.37% respectively; The bottom three stocks were Xi’An Chenxi Aviation Technology Corp.Ltd(300581) , Chengdu Rml Technology Co.Ltd(301050) and Avic Shenyang Aircraft Company Limited(600760) , with gains and losses of – 4.04%, – 3.18% and 2.86% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit or stock limit today. The top three stocks are Jingke energy, Ja Solar Technology Co.Ltd(002459) and Suzhou Secote Precision Electronic Co.Ltd(603283) , with ups and downs of 4.30%, 2.68% and 2.54% respectively; The last three stocks were 3Peak Incorporated(688536) , Shenzhen Mason Technologies Co.Ltd(002654) and Juguang technology, with gains and losses of – 4.56%, – 4.42% and – 4.40% respectively.
Industry highlights
The “14th five year plan” will build a satellite communication management system, and satellite Internet technology may shine (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.
All registered coal mines across the country will build “electronic seals” and set sail for the 100 billion market of smart mines (Financial Associated Press)
The notice on comprehensively carrying out the promotion and construction of “electronic seals” in coal mines issued by the State Administration of mine safety stipulates that “electronic seals” shall be built in all registered coal mines in China. By installing cameras, image analysis terminals and other equipment in key locations of coal mines, intelligent video recognition and other technologies shall be used to monitor and analyze the personnel entering and leaving the mine in real time Changes in the number of people and the production and operation status of the coal mine, timely discover the abnormal dynamics of the coal mine, automatically generate and push alarm information, and realize all-weather remote monitoring. Before the end of March 2022, the construction and networking of “electronic seals” of all registered coal mines shall be completed to realize full coverage of online supervision.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
