Follow up comments
On February 22, the Shanghai stock index fell 0.96%, the Shanghai and Shenzhen 300 fell 1.30%, the gem composite fell 1.32%, and the China Securities 1000 fell 0.75%. Among the 11 primary industry categories of wind, information technology, telecommunications services and industrial indexes increased or decreased by – 0.86%, – 0.87% and – 1.22% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are energy equipment and services, semiconductor products and semiconductor equipment, aerospace and national defense III, with increases and decreases of 1.17%, 1.13% and – 0.83% respectively; The bottom three sectors are media III, software and Internet software and service III, which have achieved gains and losses of – 3.05%, – 2.65% and – 1.62% respectively.
In the energy equipment and services sector, there was no stock limit or stock limit today. The top three stocks are Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , Deshi shares and Tong Petrotech Corp(300164) , with ups and downs of 7.07%, 6.95% and 6.45% respectively; The last three stocks were Renzhi shares, Nanjing Develop Advanced Manufacturing Co.Ltd(688377) and Shandong Molong Petroleum Machinery Company Limited(002490) , with gains and losses of – 2.22%, – 2.03% and – 1.89% respectively.
In the semiconductor products and semiconductor equipment sector, one stock rose the limit today, but no stock fell the limit. The top three stocks are Wuxi Nce Power Co.Ltd(605111) , Dongwei semi guide and Trina Solar Co.Ltd(688599) , with ups and downs of 10.00%, 7.96% and 7.68% respectively; The last three stocks were Shenzhen Mason Technologies Co.Ltd(002654) , aolaide and Guangdong Fuxin Technology Co.Ltd(688662) , with gains and losses of – 4.85%, – 4.49% and – 3.81% 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 North Industries Group Red Arrow Co.Ltd(000519) , Tianjin Jieqiang Power Equipment Co.Ltd(300875) and Anhui Greatwall Military Industry Co.Ltd(601606) , with gains and losses of 6.52%, 6.51% and 2.98% respectively; The last three stocks were Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) , Xi’An Triangle Defense Co.Ltd(300775) and Beijing Starneto Technology Co.Ltd(002829) , with gains and losses of – 6.90%, – 3.29% and – 3.12% respectively.
In the media III sector, three stocks rose and fell by the limit today, but no stocks fell by the limit. The top three stocks are Guizhou Bc&Tv Information Network Co.Ltd(600996) , Xi’An Global Printing Co.Ltd(002799) and Guangxi Radio And Television Information Network Corporation Limited(600936) , with increases and decreases of 10.05%, 9.99% and 9.91% respectively; The last three stocks were Hylink Digital Solution Co.Ltd(603825) , Chengdu B-Ray Media Co.Ltd(600880) and Visual China Group Co.Ltd(000681) , with gains and losses of – 8.20%, – 7.84% and – 7.82% respectively.
There was no stock limit in the software sector today, and one stock fell by the limit. The top three stocks are Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Beijing Advanced Digital Technology Co.Ltd(300541) and Geovis Technology Co.Ltd(688568) , with increases and decreases of 6.09%, 4.91% and 4.21% respectively; The last three stocks were Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Shanghai Yaoji Technology Co.Ltd(002605) and Shenzhen Zqgame Co.Ltd(300052) , with gains and losses of – 9.96%, – 9.64% and – 7.25% respectively.
In the Internet software and service III sector, two stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Capitalonline Date Service Co.Ltd(300846) , Beijing Zznode Technologies Co.Ltd(003007) and * ST Zhongying, with ups and downs of 19.99%, 9.99% and 4.95% respectively; The bottom three stocks were Jc Finance & Tax Interconnect Holdings Ltd(002530) , Shenzhen Asia Link Technology Development Co.Ltd(002316) and Qingcloud Technologies Corp(688316) , with gains and losses of – 7.32%, – 6.47% and – 6.03% respectively.
Industry highlights
The 14th five year plan for the development of new energy storage is ready, and the industry has entered the fast lane of development (Financial Associated Press)
According to the official report from the media, the “new energy storage industry development plan” will be issued recently. The 14th five year plan is a strategic critical period for the implementation of the “double carbon” goal. According to incomplete statistics, up to now, more than 20 provinces have defined the specification requirements of supporting energy storage equipment, and clearly specified the requirements of distribution and storage proportion and configuration duration
Under the background of “carbon neutralization”, due to the instability of photovoltaic, wind power and other new energy power generation, problems such as abandoning wind and light arise, which is also a severe test for the consumption capacity of the power grid. The installation of electrochemical energy storage for new energy power generation can effectively stabilize, absorb and smooth the output of new energy power generation. Debang securities analysis points out that it is expected that by 2025, the new installed capacity of lithium energy storage in China’s power system is expected to reach 64.1gwh, and the total market space during the 14th Five Year Plan period is about 230 billion yuan.
Huawei’s largest data center is put into use and relevant partners welcome opportunities (Cailian)
In response to the national “East data and West computing” project, the first phase of Huawei cloud Gui’an data center has been put into use. Guian data center is planned to be Huawei’s largest cloud data center in the world, which can accommodate 1 million servers. It is an important bearing node of Huawei cloud business and carries Huawei cloud, Huawei process it, consumer cloud and other businesses.
At present, the development momentum of digital economy is strong. According to the Institute of information and communications, the scale of China’s digital economy has expanded from 2.6 trillion in 2005 to 39.2 trillion in 2020, and its proportion in GDP has also increased from 14.2% to 38.6%. Authorities and experts estimate that the annual investment volume of the project will reach hundreds of billions of yuan, and the pulling effect on relevant industries will reach 1:8.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
