Market review: this week (2022.2.212022.2.25), the CSI 300 index fell 1.67% and the computer index rose 0.00%.
Boom week: track selection Express
(1) it can be seen from the disclosure of the express that the revenue growth of the computer sector is better than the profit growth
As of February 25, 2022, a total of 55 companies in the computer sector have disclosed their performance letters. The median growth rate of revenue of 55 companies is 17.58%, and the median growth rate of profit attributable to the parent company is 3.94%. From the revenue side, there are 5 companies with 50% revenue growth, 12 companies with 30% – 50% growth, 25 companies with 0-30% growth and 13 companies with negative revenue growth. From the profit side, there are 5 companies whose net profit growth rate is 50%, 3 companies whose growth rate is 30% – 50%, 22 companies whose growth rate is 0-30% and 24 companies with negative income growth. It can be seen that the overall revenue growth of the computer sector is better than the profit growth. We believe that the main reasons are as follows: (1) affected by the epidemic in 2020, many companies have slowed down in expenses and personnel recruitment, and various investments have increased significantly in 2021. (2) In 2020, many companies will benefit from preferential policies such as social security relief.
(2) high speed attaches importance to high prosperity sectors such as industrial information and innovation, Internet of vehicles, remote sensing satellite application and industrial Internet
(1) benefiting from the development of industry Xinchuang in 2021, Dawning Information Industry Co.Ltd(603019) , Beijing Seeyon Internet Software Corp(688369) , Beijing Infosec Technologies Co.Ltd(688201) and other companies have achieved good performance, which is worth looking forward to in 2022. (2) The intellectualization, networking and electrification of automobiles are a deterministic trend, and companies such as Thunder Software Technology Co.Ltd(300496) , Huizhou Desay Sv Automotive Co.Ltd(002920) and Huizhou Desay Sv Automotive Co.Ltd(002920) will also benefit for a long time. (3) We continue to be optimistic about the development of remote sensing satellite applications during the 14th Five Year Plan period, and Piesat Information Technology Co.Ltd(688066) and Geovis Technology Co.Ltd(688568) have made remarkable achievements in terms of revenue, profit and order. (4) In the field of industrial Internet, Beijing United Information Technology Co.Ltd(603613) has made outstanding achievements, while industrial software continues to enjoy a high boom. Companies such as Zhejiang Supcon Technology Co.Ltd(688777) , Zwsoft Co.Ltd(Guangzhou)(688083) , Shanghai Hollywave Electronic System Co.Ltd(688682) and others have achieved rapid growth in revenue and profit.
Investment suggestions:
(1) an industry driven by an industry letter: an industry driven by a creative industry: an industry of industry ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ”industry’ ” ” ” ” ” ” ”industry’ ” ” ” ”s faith: a recommendation to recommend ‘ Dawning Information Industry Co.Ltd(603019) 019′ ” ”’s recommendation for a recommendation for a ‘ Dawning Information Industry Co.Ltd(603019) 0199\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ etc.
(2) financial it: recommend Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , Shenzhen Fortune Trend Technology Co.Ltd(688318) , Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) , etc.
(3) industrial Internet: the Internet of the industry: the Internet of the industry: the Internet of the industry: the Internet of the industry: the recommendation: the recommendation: the recommendation of the ‘ Beijing United Information Technology Co.Ltd(603613) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Guangzhou Sie Consulting Co.Ltd(300687) , Shenzhen Huaqiang Industry Co.Ltd(000062) , Longshine Technology Group Co.Ltd(300682) , etc.
(4) intelligent Internet connected vehicles: recommend Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Beijing Tricolor Technology Co.Ltd(603516) , China Transinfo Technology Co.Ltd(002373) , and benefit targets include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) , etc.
(5) energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Runa Smart Equipment Co.Ltd(301129) , and benefit targets include Ygsoft Inc(002063) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) , etc.
(6) military metauniverse: recommended Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Tricolor Technology Co.Ltd(603516) , Beijing Supermap Software Co.Ltd(300036) .
Risk warning: policy promotion is not as expected; It investment is less than expected; Industry competition intensifies.
