Follow up comments
On March 1, the Shanghai stock index rose 0.77%, the Shanghai and Shenzhen 300 rose 0.83%, the gem rose 0.44%, and the China Securities 1000 rose 0.13%. Among the 11 primary industry categories of wind11, the indexes of telecom services, industry and information technology increased or decreased by 0.68%, 0.60% and 0.39% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are aerospace and national defense III, communication equipment III and computer and peripheral equipment, with increases and decreases of 1.98%, 1.48% and 1.37% respectively; The last three sectors were energy equipment and services, electronic equipment, instruments and components, and electrical equipment, with increases and decreases of – 0.73%, – 0.21% and 0.29% respectively.
In the aerospace and national defense III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Chengdu Spaceon Electronics Co.Ltd(002935) , Jiangsu Maixinlin Aviation Science And Technology Corp(688685) and Xi’An Tian He Defense Technology Co.Ltd(300397) , with increases and decreases of 10.00%, 8.15% and 6.61% respectively; The top three stocks are North Industries Group Red Arrow Co.Ltd(000519) , Tongyi aerospace and Changsha Jingjia Microelectronics Co.Ltd(300474) , with gains and losses of – 2.88%, – 2.20% and – 1.60% respectively.
In the communication equipment III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Zhong Fu Tong Group Co.Ltd(300560) , Suzhou Tfc Optical Communication Co.Ltd(300394) and Zhongtongguomai Communication Co.Ltd(603559) , up and down by 19.99%, 7.88% and 6.90% respectively; The bottom three stocks are Kaile Science And Technology Co.Ltd.Hubei(600260) , Suzhou New Sea Union Telecom Technology Co.Ltd(002089) and Beijing Inhand Networks Technology Co.Ltd(688080) , with gains and losses of – 4.66%, – 3.92% and – 3.78% respectively.
In the computer and peripheral equipment sector, there was no stock limit today, and there was no stock limit. The top three stocks are Shanghai Huahongjitong Smart System Co.Ltd(300330) , Newland Digital Technology Co.Ltd(000997) and Dawning Information Industry Co.Ltd(603019) , up and down by 10.50%, 3.90% and 3.64% respectively; The top three stocks are Hebei Huijin Group Co.Ltd(300368) , Guangzhou Kingteller Technology Co.Ltd(002177) and Shandong New Beiyang Information Technology Co.Ltd(002376) , with gains and losses of – 1.86%, – 1.07% and – 0.88% respectively.
In the energy equipment and services sector, two stocks rose the limit today, and no stocks fell the limit. The top three stocks are Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Jiangsu Rutong Petro-Machinery Co.Ltd(603036) and Lanpec Technologies Limited(601798) , with increases and decreases of 10.05%, 10.03% and 3.61% respectively; The top three stocks are Xinjiang Beiken Energy Engineering Co.Ltd(002828) , Yantai Jereh Oilfield Services Group Co.Ltd(002353) and Haimo Technologies Group Corp(300084) , with gains and losses of – 5.98%, – 3.18% and 2.16% respectively.
In the electronic equipment, instruments and components sector, two stocks stopped today and no stocks fell by the limit. The top three stocks are Hongying intelligent, Shenzhen Jingquanhua Electronics Co.Ltd(002885) and dingyang technology, with gains and losses of 10.00%, 9.99% and 7.63% respectively; The top three stocks are Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Haxc Holdings (Beijing) Co.Ltd(300928) and Ningbo Sunrise Elc Technology Co.Ltd(002937) , with gains and losses of – 10.29%, – 5.82% and – 4.95% respectively.
In the electrical equipment sector, two stocks rose the limit today, and no stocks fell the limit. The top stocks of and The top three stocks are trillion micro electromechanical, Harbin Air Conditioning Co.Ltd(600202) and Veken Technology Co.Ltd(600152) , with gains and losses of – 3.85%, – 3.57% and – 3.33% respectively.
Industry highlights
Omdia: the compound annual growth rate of automotive semiconductor industry will reach 12.3% by 2025 (Financial Associated Press)
According to a new report from omdia, based on the strong recovery after the epidemic, the compound annual growth rate (CAGR) of the automotive semiconductor industry will reach 12.3% by 2025. Relevant researchers believe that the increase in the sales of electric vehicles (Bev) and the increase in the demand for advanced driving assistance system (ADAS) infotainment and telematics (I & T) systems will further boost the revenue of the automotive semiconductor market.
The three major operators purchase domestic servers in large quantities, and relevant enterprises are expected to welcome the outbreak of performance (Financial Associated Press)
Recently, according to China Telecom Corporation Limited(601728) official website, the evaluation of China Telecom Corporation Limited(601728) 2022-2023 centralized server procurement project has been completed, and the bidding scale is estimated to be 200000, with Chinese made servers accounting for more than 25%. On February 17, China Mobile issued the centralized procurement of PC servers from 2021 to 2022 (batch 1) (packages 8 and 13), in which the domestic server manufacturers won a total of about 2.5 billion yuan China United Network Communications Limited(600050) issued the publicity of bid winning candidates for China United Network Communications Limited(600050) Artificial Intelligence Server centralized procurement project in 2022 on February 25. Xiangjiang Kunpeng won the bid package II, with a total bid price of 145 million and a share of 50%.
Analysts said that the large domestic server purchase orders of the three major operators have been released one after another, indicating that the start-up of industry Xinchuang is accelerating. In addition, with the rapid promotion of China’s artificial intelligence, big data, driverless, VR / AR and other emerging technologies, the demand for data processing capacity is increasing, and the prosperity of the server industry is improving for a long time.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
