An announcement brought four consecutive trading boards to Anhui Golden Seed Winery Co.Ltd(600199) .
In the morning trading on February 21, Anhui Golden Seed Winery Co.Ltd(600199) quickly raised the daily limit after opening, and harvested the daily limit for the fourth consecutive trading day. On the news, Anhui Golden Seed Winery Co.Ltd(600199) on the evening of February 16, it was announced that Fuyang investment and development transferred 49% of the equity of golden seed group to China Resources war investment.
On February 21, stimulated by the news of the full launch of the "counting from the east to the west" project, the A-share big data sector led the rise strongly, and the cloud computing sector raised the limit again.
Analysts said that the "counting from the east to the west" project was fully launched, and the data center industry chain was huge, containing rich investment opportunities. China Securities News · China Securities Taurus reporter saw on the research platform that in the five days since February 17, securities companies have released nearly 100 research reports around "counting East and counting West".
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In the morning trading on February 21, Anhui Golden Seed Winery Co.Ltd(600199) quickly raised the daily limit after opening, and quickly sealed after opening. This is also the daily limit of Anhui Golden Seed Winery Co.Ltd(600199) for four consecutive trading days. According to the data of China Securities Taurus, as of the noon closing, Anhui Golden Seed Winery Co.Ltd(600199) was reported at 20.97 yuan, and the latest total market value was 13.79 billion yuan; In the past four trading days, it has increased by 46.44%.
Analysts said that the equity change announcement recently released by Anhui Golden Seed Winery Co.Ltd(600199) is a catalyst for the change of its share price.
Anhui Golden Seed Winery Co.Ltd(600199) on the evening of February 16, it was announced that in order to promote the needs of deepening reform and high-quality development of state-owned enterprises, Fuyang investment development, the sole shareholder of golden seed group, the controlling shareholder of the company, plans to transfer 49% of the equity of golden seed group to China Resources war investment, a wholly-owned subsidiary of China Resources (Group) Co., Ltd.
Fuyang investment and Development Co., Ltd. and China Resources zhantou signed the equity transfer agreement on Anhui Golden Seed Group Co., Ltd. on February 16. After this transaction, the controlling shareholder introduced important strategic shareholders and the two sides conducted long-term joint venture cooperation.
Anhui Golden Seed Winery Co.Ltd(600199) opened rapidly after the trading, some Baijiu shares rose. As of midday closing, Anhui Kouzi Distillery Co.Ltd(603589) rose by more than 3%, Jinhui Liquor Co.Ltd(603919) rose by nearly 3%, Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Qinghai Spring Medicinal Resources Technology Co.Ltd(600381) both rose by more than 1%.
"counting East and counting West" detonated the rising limit tide
As of midday closing, the Shanghai Composite Index fell 0.36% to 3478.17 points, the Shenzhen composite index fell 0.26% to 13425.2 points, and the gem index fell 0.92% to 2800.93 points. The turnover of the two cities was 555.47 billion yuan, and the actual net sales of northbound funds were 3.135 billion yuan.
From the disk, the "counting in the East and counting in the west" detonated the science and technology sector. At the same time, the research of securities companies competed to cover, and nearly 100 research reports have been released in the past five days.
According to the data of China Securities Taurus, as of the noon closing, the concept of computing power rose by nearly 8%, and the concept sectors such as data center, cloud computing, edge computing, cloud office, network security and big data rose one after another. Several stocks including Capitalonline Date Service Co.Ltd(300846) , Hangzhou Cncr-It Co.Ltd(300250) , Nova Technology Corporation Limited(300921) , Yimikang Tech.Group.Co.Ltd(300249) , Beijing Asiacom Information Technology Co.Ltd(301085) gained 20% of the daily limit.
In terms of news, the national development and Reform Commission and other departments recently jointly issued a document saying that the overall layout design of the national integrated big data center system has been completed, and the "counting from the east to the west" project has been officially launched.
The data center industry chain is huge, and the investment leverage effect is obvious. According to Dell Oro's prediction, the capital expenditure of global data center will reach 350 billion US dollars in 2026, and China's investment in global data center will account for about 20%, reaching 400 billion yuan. Industry insiders expect that after the start of the "counting from the east to the west" project, it will drive an investment of 400 billion yuan per year, and the leverage effect on related industries will reach 1:8.
From the perspective of investment, China Securities Co.Ltd(601066) Securities believes that the current spring breeze of digital economic policy is blowing vigorously, and the direction of digital infrastructure represented by data center, Gigabit home entry, communication base station and industrial Internet is expected to usher in fundamental improvement.
In the view of Huaxin securities, the implementation of the "East digital West computing" project will drive the demand of subdivided industries such as IDC, ICT equipment, optical module and temperature control. For computers, the benefits include basic software and hardware, data and data security.
