In early trading today, A-Shares rebounded in an all-round way, and technology stocks went up again. The science and innovation 50 Index soared by nearly 4%, and the gem index also soared by more than 2%.
On the disk, lithography, silicone, chips, national defense industry and other sectors led the rise, while coal, oil, construction, chemical fiber and other sectors led the decline. The net inflow of funds going north was 2.929 billion yuan.
It is worth noting that today, the education stock continued to strengthen, Kaiyuan Education Technology Group Co.Ltd(300338) 20% limit, Dalian My Gym Education Technology Co.Ltd(002621) staged the local sky board, and the stock has reached the 10 limit in 14 trading days, Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , China Hi-Tech Group Co.Ltd(600730) previously closed, Suzhou Kingswood Education Technology Co.Ltd(300192) , Beijing Kaiwen Education Technology Co.Ltd(002659) , Sansheng Intellectual Education Technology Co.Ltd(300282) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) and other stocks rose by more than 8%.
hot spot diffusion
The concept of counting from the east to the West continues to be active today, and the hot spots begin to spread to the subdivided industrial chain.
Yimikang Tech.Group.Co.Ltd(300249) raised the limit by 20% again today, which is the fourth consecutive limit. The share price doubled in just four trading days, Amsky Technology Co.Ltd(300521) , Ningbo Construction Co.Ltd(601789) and other limits may rise by more than 10%. The chip sector closely related to counting from the east to the West also rose sharply in early trading, with the sector index rising by more than 3%, and more than 10 shares, such as Konfoong Materials International Co.Ltd(300666) , Kingsemi Co.Ltd(688037) , rose by more than 10%.
The first problem facing the East West calculation is energy consumption and heat dissipation. The energy consumption generated by the air conditioner in the machine room accounts for 40% of the total energy consumption of the data center. Starting from the cooling end is the most effective way to reduce energy consumption. At present, the liquid cooling technology is the most efficient. For example, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Yimikang Tech.Group.Co.Ltd(300249) leading the rise are refrigeration equipment manufacturers.
A large amount of data from the East needs to be stably transmitted to the West for storage and calculation, and long-distance communication transmission often faces the problem of data delay. Therefore, it is necessary to further consolidate the network communication infrastructure, and the communication chips related to data transmission will usher in greater development space. This is also one of the important logic of the rise of chip stocks today.
In the downstream application field, the launch of the East digital West computing project will also accelerate the landing of emerging industries such as VR / Ar / metauniverse and driverless, which in turn will promote the demand for relevant chips. It is a high probability that the chip industry will maintain a high prosperity for a long time.
in addition, the project also covers civil engineering, it equipment manufacturing, information and communication, basic software, green energy supply and other industries. On the one hand, the East digital West computing project will form a data center cluster to drive the development of upstream and downstream industries related to the data center, so as to meet the development of digital economy. On the other hand, land, energy, water, electricity and other resources are the necessary conditions for the construction and operation and maintenance of the data center. The overall planning of resources ensures the coordination and sustainability of computing power deployment and land, energy, water, electricity and other resources.
CICC expects to drive an annual investment of 100 billion yuan in the next five years. “Western computing” will stimulate the demand for civil engineering of data center, supporting facilities of computer room and green power, and then put data communication equipment such as servers on the shelves with the demand of downstream; In the medium and long term, “Dongshu” will drive the eastern IDC to optimize the competition pattern and stabilize the profitability. New cloud business opportunities will also appear in the process of East-West data flow.
Document No. 1 helped raise agricultural stocks
In 2022, the No. 1 central document was released last night, and it emphasized that two basic lines should be firmly guarded in ensuring national food security and not returning to poverty in a large-scale manner. Vigorously implement the soybean and oil production capacity improvement project; Ensure the supply of “vegetable basket” products and stabilize the long-term support policy for pig production; Implement the subsidy policy for the purchase and application of agricultural machinery and optimize the payment method of subsidies; Strictly control the processing of fuel ethanol with corn as raw material, and do a good job in the storage and transportation of agricultural materials such as chemical fertilizer; Vigorously promote the tackling of key agricultural core technologies such as seed sources; Vigorously promote the construction of digital countryside and strengthen the construction of rural information infrastructure.
This morning, the agricultural sector was active across the board, and the Rural Revitalization sector opened sharply higher. The sector index rose more than 2% in the session, reaching a new high in more than a month. Both Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) , Zjamp Group Co.Ltd(002758) and Guangdong Tianhe Agricultural Means Of Production Co.Ltd(002999) , Yunnan Yuntianhua Co.Ltd(600096) also rose sharply. The agricultural sector also strengthened collectively, Hubei Forbon Technology Co.Ltd(300387) 20% flat board, Shandongsino-Agriunitedbiotechnologyco.Ltd(003042) and so on also rose strongly. Hong Kong, temi, super modern and the first tractor shares rose one after another.
Citic Securities Company Limited(600030) said that the central “No. 1 document” provides continuous, comprehensive and strong policy support and direction guidance for the planting industry chain, and the seed industry, biological breeding, grain planting and other related targets will directly benefit from the implementation of relevant policies. It is suggested to pay attention to the seed industry sector and recommend Beijing Dabeinong Technology Group Co.Ltd(002385) with biological breeding R & D advantages and Shandong Denghai Seeds Co.Ltd(002041) as the leader of hybrid maize seed industry with high-quality germplasm resources and variety resources. It is suggested to pay attention to the planting sector and recommend high-quality planting enterprises Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) mainly engaged in rice and wheat.
Tianfeng Securities Co.Ltd(601162) said that the No. 1 document in 2022 mentioned “grain” 23 times (compared with 18 times in 2021) and proposed “appropriately raise the minimum purchase price of rice and wheat in 2022 and stabilize the subsidy policies for corn and soybean producers and rice subsidies”, which is expected to continue to enhance farmers’ planting enthusiasm, and the leading seed and chemical fertilizer companies are expected to benefit. The upward boom in the agricultural sector is an important investment opportunity this year. We continue to recommend high-quality leading companies in subdivided agricultural sectors such as pigs, seeds, feed and animal protection. The document proposes to implement the hard measures for cultivated land protection of “long teeth”, build 100 million mu of high-standard farmland in 2022, and build a cumulative area of 400 million mu of efficient and water-saving irrigation. We will strengthen the continued construction and transformation of large and medium-sized irrigation areas, plan to build a new batch of modern irrigation areas in areas with appropriate water and soil resources, and give priority to building large and medium-sized irrigation areas into high-standard farmland. The No. 1 document mentioned “cultivated land” 25 times (compared with 20 times in 2021) and “water saving” 3 times (compared with 1 time in 2021). It is suggested to pay attention to agricultural water-saving and high-quality agricultural reclamation enterprises.
