Follow up comments
On December 1, Shanghai stock index rose 0.36%, Shanghai and Shenzhen 300 rose 0.24%, gem composite fell 0.18%, and China Securities 1000 rose 0.02%. Among the 11 primary industry categories of wind11, the indexes of communication business, industry and information technology increased or decreased by 0.91%, 0.07% and – 0.02% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are media III, information technology services and software, with increases and decreases of 1.62%, 1.22% and 1.01% respectively; The last three sectors were Aerospace national defense III, semiconductor products and semiconductor equipment and electrical equipment, with increases and decreases of – 1.17%, – 1.15% and – 0.84% respectively.
In the media III sector, there was no stock limit or stock limit today. The top three stocks are Col Digital Publishing Group Co.Ltd(300364) , Kaisa Jiayun Technology Inc(300242) and Zhejiang Sunriver Culture Co.Ltd(600576) , with increases and decreases of 13.11%, 6.57% and 6.49% respectively; The top three stocks were Hunan Huakai Cultural And Creative Co.Ltd(300592) , Spearhead Integrated Marketing Communication Group(300071) and Sunwave Communications Co.Ltd(002115) , with gains and losses of – 1.34%, – 1.08% and – 0.49% respectively.
In the information technology service sector, two stocks rose the limit today, and no stocks fell the limit. The top three stocks are Chengdu Information Technology Of Chinese Academy Of Sciences Co.Ltd(300678) , Beijing Thunisoft Co.Ltd(300271) and Hunan Copote Science Technology Co.Ltd(600476) , with ups and downs of 19.99%, 14.85% and 10.05% respectively; The top three stocks were Great Chinasoft Technology Co.Ltd(002453) , Hcr Co.Ltd(688500) and Trust Alliance Information Development Inc.Ltd.Shanghai(300469) , with gains and losses of – 6.27%, – 4.95% and – 4.57% respectively.
In the software sector, there was a stock limit today, and there was no stock limit. The top three stocks are Surfilter Network Technology Co.Ltd(300311) , Koal Software Co.Ltd(603232) and Zhejiang Century Huatong Group Co.Ltd(002602) , with ups and downs of 14.25%, 9.97% and 9.14% respectively; The top three stocks were Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) , Thunder Software Technology Co.Ltd(300496) and Geovis Technology Co.Ltd(688568) , with gains and losses of – 3.13%, – 2.73% and – 1.82% respectively.
In the aerospace national defense III sector, there was no stock limit today, and one stock fell by the limit. The top three stocks are Huaxun Fangzhou Co.Ltd(000687) , Chengdu Jouav Automation Tech Co.Ltd(688070) and Sichuan Haite High-Tech Co.Ltd(002023) , with increases and decreases of 5.24%, 4.33% and 4.08% respectively; The top three stocks were Hunan Boyun New Materials Co.Ltd(002297) , Chengdu Spaceon Electronics Co.Ltd(002935) and Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) , with gains and losses of – 10.03%, – 7.04% and – 6.94% 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 Gigadevice Semiconductor (Beijing) Inc(603986) , Shenzhen Changfang Group Co.Ltd(300301) and Manulife Zhihui, with ups and downs of 10.00%, 8.92% and 4.73% respectively; The last three stocks were torch core technology, Yingkou Jinchen Machinery Co.Ltd(603396) and Risen Energy Co.Ltd(300118) , with gains and losses of – 11.66%, – 7.34% and – 7.22% respectively.
In the electrical equipment sector, four stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Eaglerise Electric & Electronic (China) Co.Ltd(002922) , Guangdong Rifeng Electric Cable Co.Ltd(002953) and Chongqing Wanli New Energy Co.Ltd(600847) , with increases and decreases of 10.01%, 9.99% and 9.98% respectively; The last three stocks were Zhejiang Windey Co.Ltd(300772) , Guangzhou Haoyang Electronic Co.Ltd(300833) and Fujian Nanping Sun Cable Co.Ltd(002300) , with gains and losses of – 8.13%, – 7.66% and – 7.40% respectively.
Industry highlights
The photovoltaic leader comprehensively reduced the quotation of silicon wafers, and the agency expects a large number of projects to enter the “installable” cost range (Financial Associated Press)
On November 30, Longi Green Energy Technology Co.Ltd(601012) announced on its official website that the prices of silicon wafers of all sizes were reduced by 7.2% to 9.8%. The p-type 158.75mm monocrystalline silicon wafer is adjusted from 5.53 yuan / wafer to 5.12 yuan / wafer; P-type m6166mm is adjusted from 5.73 yuan / piece to 5.32 yuan / piece; P-type m10182mm is adjusted from 6.87 yuan / piece to 6.2 yuan / piece.
The two departments promoted the transformation and upgrading of agricultural mechanization, and relevant industries continued to welcome good news (Cailian)
On November 29, the Ministry of agriculture and rural areas and the Ministry of industry and information technology jointly held a meeting to promote the work of making up the shortcomings of agricultural machinery and equipment in Beijing. The meeting stressed the need to focus on the whole industrial chain, strengthen the R & D, manufacturing, promotion and application of agricultural machinery and equipment, accelerate the filling of weaknesses, promote the transformation and upgrading of agricultural mechanization, better support the comprehensive promotion of Rural Revitalization and accelerate agricultural and rural modernization.
Institutional analysis points out that in terms of the number of agricultural machinery enterprises, China’s Agricultural Machinery Enterprises above Designated Size in 2016 (the scale of China’s revenue is larger than 20 million) is 2496, with a total of 1769 in September 30, 2020, and a drop of 29%. In the low industry, a large number of enterprises were eliminated, the market was concentrated on the top enterprises and the competition pattern of the industry was optimized. According to No. 1 central document, the subsidy policy for discarding and updating the subsidies in 14th Five-Year will continue to deepen and continue to be favorable for the development of China’s agricultural machinery industry.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
