Follow up comments
On December 6, the Shanghai stock index fell 0.50%, the CSI 300 fell – 0.17%, the gem composite fell 2.21%, and the CSI 1000 fell 1.46%. Among the 11 primary industry categories of wind11, the indexes of telecom services, information technology and industry increased or decreased by – 0.79%, – 1.42% and – 1.50% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are Aerospace national defense III, media III and diversified telecommunications services, with increases and decreases of – 0.60%, – 0.68% and – 0.79% respectively; The last three sectors were electrical equipment, software and semiconductor products and semiconductor equipment, with increases and decreases of – 2.57%, – 1.79% and – 1.71% respectively.
In the aerospace national defense III sector, there was no stock limit or stock limit today. The top three stocks are Sun Create Electronics Co.Ltd(600990) , China Marine Information Electronics Company Limited(600764) and Beijing Unistrong Science & Technology Co.Ltd(002383) , with increases and decreases of 7.06%, 6.30% and 4.42% respectively; The last three stocks were North Industries Group Red Arrow Co.Ltd(000519) , Chengdu Corpro Technology Co.Ltd(300101) and Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) , with gains and losses of – 4.57%, – 4.33% and – 4.09% respectively.
In the media III sector, there was a stock limit today, and there was no stock limit. The top three stocks are Col Digital Publishing Group Co.Ltd(300364) , Dasheng Times Cultural Investment Co.Ltd(600892) and Lead Eastern Investment Co.Ltd(000673) , with ups and downs of 11.56%, 10.06% and 4.42% respectively; The last three stocks were Dook Media Group Limited(301025) , Kexin Development Co.Ltd Shanxi(600234) and Guangdong Brandmax Marketing Co.Ltd(300805) , with gains and losses of – 5.70%, – 4.88% and – 4.72% respectively.
In the diversified telecom service sector, there was no stock limit or stock limit today. The top three stocks are Servyou Software Group Co.Ltd(603171) , China Telecom Corporation Limited(601728) and China Satellite Communications Co.Ltd(601698) , with ups and downs of 0.47%, 0.23% and – 1.33% respectively; The last three stocks were Dr.Peng Telecom&Media Group Co.Ltd(600804) , Wuxi Online Offline Communication Information Technology Co.Ltd(300959) and Nova Technology Corporation Limited(300921) , with gains and losses of – 6.30%, – 4.10% and – 3.30% respectively.
Five stocks in the electrical equipment sector rose the limit today, but no stocks fell the limit. The top three stocks are Qingdao Hanhe Cable Co.Ltd(002498) , Shenzhen Center Power Tech.Co.Ltd(002733) and Eaglerise Electric & Electronic (China) Co.Ltd(002922) , with ups and downs of 10.06%, 10.01% and 10.00% respectively; The last three stocks were Shijiazhuang Tonhe Electronics Technologies Co.Ltd(300491) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) and Jiangsu Leili Motor Corporation Limited(300660) , with gains and losses of – 9.32%, – 9.28% and – 8.63% respectively.
In the software sector, three stocks rose and fell by the limit today, and no stocks fell by the limit. The top three stocks are Egls Co.Ltd(002619) , Hunan Tianrun Digital Entertainment & Cultural Media Co.Ltd(002113) and Great Wall International Acg Co.Ltd(000835) , with increases and decreases of 5.19%, 5.17% and 4.98% respectively; The top three stocks were Navinfo Co.Ltd(002405) , Yoozoo Interactive Co.Ltd(002174) and Pansoft Company Limitid(300996) , with gains and losses of – 6.43%, – 5.86% and – 5.57% respectively.
There was no stock limit or stock limit in the semiconductor products and semiconductor equipment sector today. The top three stocks are Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , Espressif Systems (Shanghai) Co.Ltd(688018) and shengmei Shanghai, with ups and downs of 2.73%, 2.60% and 2.32% respectively; The last three stocks were Hangzhou Lion Electronics Co.Ltd(605358) , Xiamen Changelight Co.Ltd(300102) and Beijing Xiaocheng Technology Stock Co.Ltd(300139) , with gains and losses of – 7.91%, – 6.68% and – 6.57% respectively.
Industry highlights
Huawei’s world’s largest “optical storage direct flexibility” project is about to put BIPV into use or become an important carrier (Financial Associated Press)
According to the science and Innovation Board daily (editor Zheng Yuanyuan), Huawei said at the trustintech summit in 2021 yesterday that one of the key development directions in the future is to comprehensively accelerate urban low-carbon transformation, focus on low-carbon parks and buildings, and realize the integration of “source network load storage” through comprehensive intelligent energy, so as to reduce costs and improve efficiency.
At present, the Shenzhen antuoshan base of Huawei digital energy is under construction and is expected to be put into use next year. After completion, it will be the world’s largest “light storage, direct and flexible” near zero carbon Park, which can output 1.5 million kwh of photovoltaic green power every year, reduce the annual power consumption from more than 14 million kwh to 7 million kwh, save 50% of annual power and reduce carbon emissions by more than 60%.
“Light storage, direct and flexible” policies have been introduced one after another, and BIPV is expected to become an important carrier.
Netease announces the next generation Internet technology architecture for the “meta universe” (Financial Associated Press)
Financial Associated Press, Dec. 4 – at the Netease innovation enterprise conference held in Hangzhou today, Netease announced its next-generation Internet technology architecture for the “meta universe” for the first time, and launched its virtual human SDK (software development kit) “Youling” and immersive activity system “Yaotai”.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
