Follow up comments
On February 21, the Shanghai stock index closed flat. The CSI 300 fell 0.36%, the gem rose 0.43% and the CSI 1000 rose 1.14%. Among the 11 primary industry categories of wind11, the indexes of telecom services, information technology and industry increased or decreased by 1.26%, 1.17% and 0.07% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are Internet software and services III, computers and peripherals and information technology services, with increases and decreases of 6.47%, 4.96% and 4.87% respectively; The last three sectors were semiconductor products and semiconductor equipment, aerospace and national defense III and electronic equipment, instruments and components, with increases and decreases of – 0.04%, 0.35% and 0.61% respectively.
In the Internet software and service III sector, 10 stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Guiyang Longmaster Information & Technology Co.Ltd(300288) , Capitalonline Date Service Co.Ltd(300846) and Sichuan Xun You Network Technology Co.Ltd(300467) , with ups and downs of 20.03%, 20.02% and 20.01% respectively; The last three stocks were Kairuide Holding Co.Ltd(002072) , Whole Easy Internet Technology Co.Ltd(002464) and Hangzhou Onechance Tech Corp(300792) , with gains and losses of – 4.99%, – 3.48% and – 2.67% respectively.
Three stocks in the computer and peripheral equipment sector rose the limit today, and no stocks fell the limit. The top three stocks are Szzt Electronics Co.Ltd(002197) , Shandong New Beiyang Information Technology Co.Ltd(002376) and Vtron Group Co.Ltd(002308) , with increases and decreases of 10.01%, 10.00% and 9.93% respectively; The last three stocks were Yes Optoelectronics (Group) Co.Ltd(002952) , Newland Digital Technology Co.Ltd(000997) and Fujian Raynen Technology Co.Ltd(603933) , with gains and losses of – 0.72%, – 0.77% and – 0.87% respectively.
In the information technology service sector, 9 stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Beijing Asiacom Information Technology Co.Ltd(301085) , Toyou Feiji Electronics Co.Ltd(300302) and Beijing Philisense Technology Co.Ltd(300287) , with increases and decreases of 20.01%, 11.60% and 11.17% respectively; The last three stocks were China Security Co.Ltd(600654) , golden age and Lakala Payment Co.Ltd(300773) , with gains and losses of – 2.61%, – 0.75% and 0.00% 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, Dongwei semiconductors and Giantec Semiconductor Corporation(688123) , with gains and losses of 8.17%, 7.40% and 5.88% respectively; The last three stocks were Chipsea Technologies (Shenzhen) Corp.Ltd(688595) , Bestechnic (Shanghai) Co.Ltd(688608) and 3Peak Incorporated(688536) , with gains and losses of – 5.35%, – 3.91% and – 3.71% 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 are Xinjiang Machinery Research Institute Co.Ltd(300159) , Xi’An Triangle Defense Co.Ltd(300775) and Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) , with increases and decreases of 5.36%, 3.61% and 3.09% respectively; The top three stocks were Chengdu Rml Technology Co.Ltd(301050) , Huaxun Fangzhou Co.Ltd(000687) and Chengdu Spaceon Electronics Co.Ltd(002935) , with gains and losses of – 4.00%, – 2.72% and – 1.72% respectively.
In the electronic equipment, instruments and components sector, two stocks rose the limit today, and no stocks fell the limit. The top three stocks are Hangzhou Century Co.Ltd(300078) , Shenzhen Infinova Limited(002528) and Hengbao Co.Ltd(002104) , with ups and downs of 14.90%, 10.05% and 10.03% respectively; The bottom three stocks were Suzhou Hengmingda Electronic Technology Co.Ltd(002947) , Cubic Sensor And Instrument Co.Ltd(688665) and Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) , with gains and losses of – 5.15%, – 4.89% and – 4.27% respectively.
Industry highlights
According to the national development and Reform Commission, the overall layout design of the national integrated big data center system has been completed, and the “East number and West calculation” project has been officially launched. Previously, the first batch of data center liquid cooling industry standards in China were officially released, effectively filling the gap of current data center liquid cooling industry standards outside China.
High density computing is promoting the rise of liquid cooling technology in data center. Submerged liquid cooling has significant advantages. Compared with the traditional air cooling, the energy consumption of the data center is reduced by 90% – 95%. Market analysis believes that liquid cooling is not only a change in the cooling mode, but also a change in the ecology of the whole data center. According to CCID consultant’s prediction, by 2025, the overall scale of China’s liquid cooling data center market is conservatively estimated at 128.32 billion yuan and optimistically estimated at 133.03 billion yuan.
Orders are scheduled to June! 24-hour full capacity production of auto parts enterprises (Financial Associated Press)
After three consecutive years of decline, China’s auto market finally returned to positive growth in 2021, among which the sales of new energy vehicles increased significantly. The recovery of the automobile industry has also brought a large number of orders to relevant parts enterprises, and some orders have even been arranged to the end of June this year. In order to deliver orders in time, some enterprises currently implement three shifts in 24 hours.
According to the data of China Automobile Industry Association, the production and sales of new energy vehicles in 2021 were 3.545 million and 3.521 million respectively, an increase of 1.6 times year-on-year, and the market share reached 13.4%, 8 percentage points higher than that of the previous year.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
