Follow up comments
On November 29, the Shanghai stock index fell 0.04%, the Shanghai and Shenzhen 300 fell 0.18%, the gem rose 0.90%, and the China Securities 1000 rose 0.74%. Among the 11 primary industry categories of wind11, the indexes of industry, information technology and telecommunications services increased or decreased by 0.80%, 0.16% and – 0.89% 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, which achieved increases and decreases of 2.34%, 1.66% and 0.72% respectively in national defense III, electrical and electronic equipment, instruments and components; The last three sectors were media III, computers and peripherals, and Internet software and services III, with gains and losses of – 1.62%, – 1.31% and – 1.22% respectively.
In the national defense III sector of aerospace, five stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Hunan Boyun New Materials Co.Ltd(002297) , North Electro-Optic Co.Ltd(600184) and Avic Heavy Machinery Co.Ltd(600765) , with ups and downs of 10.01%, 10.00% and 10.00% respectively; The last three stocks were Chengdu Corpro Technology Co.Ltd(300101) , Addsino Co.Ltd(000547) and China Harzone Industry Corp.Ltd(300527) , with gains and losses of – 13.41%, – 2.26% and – 1.72% respectively.
In the electrical equipment sector, 9 stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Beijing Yupont Electric Power Technology Co.Ltd(688597) and Far East Smarter Energy Co.Ltd(600869) , with ups and downs of 20.00%, 19.97% and 10.07% respectively; The last three stocks were Shenzhen Sosen Electronics Co.Ltd(301002) , Jilin Jinguan Electric Co.Ltd(300510) and Inventronics (Hangzhou) Inc(300582) , with gains and losses of – 6.27%, – 5.82% and – 5.82% respectively.
In the electronic equipment, instruments and components sector, 7 stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Jiangsu Skyray Instrument Co.Ltd(300165) , Haxc Holdings (Beijing) Co.Ltd(300928) and Chengdu Xgimi Technology Co.Ltd(688696) , with ups and downs of 19.91%, 12.95% and 10.75% respectively; The top three stocks were Gettopacoustic Co.Ltd(002655) , Synthesis Electronic Technology Co.Ltd(300479) and Shenzhen Emperor Technology Company Limited(300546) , with gains and losses of – 5.04%, – 4.96% and – 4.22% 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) , Lead Eastern Investment Co.Ltd(000673) and Ireader Technology Co.Ltd(603533) , with increases and decreases of 3.82%, 3.51% and 2.23% respectively; The top three stocks were Chinese Universe Publishing And Media Group Co.Ltd(600373) , Mango Excellent Media Co.Ltd(300413) and Tvzone Media Co.Ltd(603721) , with gains and losses of – 6.73%, – 4.60% and – 4.21% 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 Szzt Electronics Co.Ltd(002197) , Guangzhou Kingteller Technology Co.Ltd(002177) and Unisplendour Corporation Limited(000938) , with increases and decreases of 5.00%, 4.27% and 0.35% respectively; The last three stocks were Shanghai Huahongjitong Smart System Co.Ltd(300330) , Westone Information Industry Inc(002268) and Amethystum Storage Technology Co.Ltd(688086) , with gains and losses of – 6.21%, – 5.46% and – 2.59% respectively.
In the Internet software and service III sector, there was no stock limit or stock limit today. The top three stocks are Whole Easy Internet Technology Co.Ltd(002464) , Guoxin health and State Grid Information&Communication Co.Ltd(600131) , with ups and downs of 3.98%, 2.11% and 1.92% respectively; The top three stocks were Chase Science Co.Ltd(300941) , Jc Finance & Tax Interconnect Holdings Ltd(002530) and Shenzhen Asia Link Technology Development Co.Ltd(002316) , with gains and losses of – 6.13%, – 5.07% and – 4.41% respectively.
Industry highlights
Survey on smartphone sales in China in October: Apple excelled with iphone13 / Pro Series, and oppo ranked second (c114 communication network)
According to the latest data released by cinno research, a market research institution, among the top five brands in China’s smartphone market in October this year, apple stood out, significantly improved year-on-year and month on month, and returned to the top of the monthly sales list with iphone13. It is worth mentioning that the iPhone 13 topped the single unit sales champion in October with about 2.67 million units.
In the month of listing, Apple’s iphone13 series drove Apple’s sales volume to increase by 32.5% month on month and 43.6% year-on-year. In October, its sales volume further jumped to 6.5 million units, an increase of 78% month on month and 155% year-on-year.
It home learned that due to the hot sales of iphone13 series, the other four brands fell month on month, of which oppo maintained a relatively stable market sales situation, ranking second only to apple. As the background of the industry, the global lack of core objectively affects the mobile phone production capacity of apple and Xiaomi. Oppo, vivo and other brands have mature and stable supply chain management and control systems, which continuously ensure the normal iteration and production rhythm of products. Oppo continues to stand at the high end through the find X3 photographer version, Meanwhile, the just released reno7 series will also boost oppo sales in the fourth quarter.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
