Market Review
This week (2.14-2.18), the CSI 300 index rose 1.08%, the SME board index rose 2.56%, the gem index rose 2.93%, and the computer (CITIC) sector fell 0.79%. The top five stocks in the sector were: * ST Shida, Yimikang Tech.Group.Co.Ltd(300249) , Shenzhen Dvision Co.Ltd(300167) , Insigma Technology Co.Ltd(600797) , Yunding Technology Co.Ltd(000409) ; The top five declines were: Amethystum Storage Technology Co.Ltd(688086) , China stock market news, Newcapec Electronics Co.Ltd(300248) , Northking Information Technology Co.Ltd(002987) , Synthesis Electronic Technology Co.Ltd(300479) .
Industry highlights
Global electric vehicle sales increased 109% in Canalys:2021, half of Chinese mainland.
Baidu “radish run” automatic driving travel service officially landed in Shenzhen
The national development and Reform Commission agreed to start the construction of national hub nodes of the national integrated computing network in Guangdong, Hong Kong and Macao Dawan district
Volkswagen CEO predicts that autonomous driving will become popular within 25 years
Company dynamics
360 Security Technology Inc(601360) : on February 15, Beijing Hongteng Intelligent Technology Co., Ltd., a wholly-owned subsidiary of the company, won the bid for the project of Zhoukou digital economic security industrial park
The subsidiary passed the appraisal of cm2} on July 14
Sino Geophysical Co.Ltd(300191) : on February 15, the company’s overseas wholly-owned company smart oil signed a contract with CNOOC
Shenzhen Longood Intelligent Electric Co.Ltd(300543) : on February 16, the company obtained the certificate of high-tech enterprise
This week’s view: the “counting from the east to the west” project was launched as a whole, opening the curtain of the dividend tide of digital economic policy. 1. The most direct benefit and high flexibility direction is IDC industrial chain enterprises focusing on the western market of China represented by Troy Information Technology Co.Ltd(300366) and Meiyun. In addition, dongshuxi is the first to transfer “cold data” with low network requirements such as background processing, offline analysis, storage and backup to the West, However, due to the network delay, the “thermal data” is mainly undertaken in the East, and the pue level should be basically controlled within 1.25. The seabed data center represented by Beijing Highlander Digital Technology Co.Ltd(300065) with low pue in the East Coast may become a rigid demand; 2. We expect that the incremental computing power market driven by the national will will strongly encourage domestic Xinchuang products, especially Huawei digital base. We recommend Beijing Tongtech Co.Ltd(300379) , and suggest paying attention to Beijing Vastdata Technology Co.Ltd(603138) , Talkweb Information System Co.Ltd(002261) , Digital China Group Co.Ltd(000034) , Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) ; 3. Eastern digital computing and Western computing will stimulate the demand of general computing product suppliers represented by Inspur Electronic Information Industry Co.Ltd(000977) , Dawning Information Industry Co.Ltd(603019) , Unisplendour Corporation Limited(000938) , Cambricon Technologies Corporation Limited(688256) .
Risk warning: the implementation progress of “counting from the east to the west” project is not as expected; Kunpeng industrial chain capacity release is less than expected
