Follow up comments
On March 3, the Shanghai stock index fell 0.09%, the Shanghai and Shenzhen 300 fell 0.59%, the gem composite fell 1.28%, and the China Securities 1000 fell 0.97%. Among the 11 primary industry categories of wind11, the indexes of telecommunications services, industry and information technology increased or decreased by 0.50%, – 0.36% and – 1.80% respectively.
Among the 13 wind three-level industry categories involved in the technology and intelligent equipment industry chain, the top three sectors are energy equipment and services, diversified telecommunications services and media III, with increases and decreases of 4.24%, 0.50% and – 0.31% respectively; The last three sectors were aerospace and national defense III, computer and peripheral equipment and semiconductor products and semiconductor equipment, with gains and losses of – 2.32%, – 2.30% and 2.01% respectively.
Six stocks in the energy equipment and services sector rose the limit today, but no stocks fell the limit. The top three stocks include Deshi shares, Tong Petrotech Corp(300164) and Renzhi shares, with increases and decreases of 20.00%, 20.00% and 10.08% respectively; The top three stocks are Nanjing Develop Advanced Manufacturing Co.Ltd(688377) , Shandong Molong Petroleum Machinery Company Limited(002490) and Suzhou Douson Drilling&Production Equipment Co.Ltd(603800) , with gains and losses of – 0.41%, 0.00% and 0.44% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are China Mobile, Servyou Software Group Co.Ltd(603171) and China United Network Communications Limited(600050) , with gains and losses of 2.60%, 0.81% and 0.52% respectively; The top three stocks are Nova Technology Corporation Limited(300921) , Bizconf Telecom Co.Ltd(300578) and Dr.Peng Telecom&Media Group Co.Ltd(600804) , with gains and losses of – 3.47%, – 2.44% and – 1.71% respectively.
In the media III sector, one stock rose the limit today, but no stock fell the limit. The top three stocks are China United Travel Co.Ltd(600358) , Inner Mongolia Xinhua and St Huayun, with gains and losses of 9.98%, 5.84% and 3.76% respectively; The top three stocks are Chengdu B-Ray Media Co.Ltd(600880) , Three’S Company Media Group Co.Ltd(605168) and Hubei Radio & Television Information Network Co.Ltd(000665) , with gains and losses of – 3.94%, – 3.44% and – 3.42% respectively.
In the aerospace and national defense III sector, there was no stock limit today, and there was no stock limit. The top three stocks are Changchun Up Optotech Co.Ltd(002338) , Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) and Jiangsu Maixinlin Aviation Science And Technology Corp(688685) , with increases and decreases of 7.40%, 1.28% and 0.71% respectively; The top three stocks are Beijing Emerging Eastern Aviation Equipment Co.Ltd(002933) , Jiangxi Xinyu Guoke Technology Co.Ltd(300722) and Avic Heavy Machinery Co.Ltd(600765) , with gains and losses of – 6.21%, – 5.72% and – 4.92% 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 Vtron Group Co.Ltd(002308) , Shenzhen Rapoo Technology Co.Limited(002577) and Ningbo Gqy Video & Telecom Joint-Stock Co.Ltd(300076) , with increases and decreases of 1.05%, 0.16% and – 0.19% respectively; The top three stocks are Westone Information Industry Inc(002268) , Szzt Electronics Co.Ltd(002197) and Dawning Information Industry Co.Ltd(603019) , with gains and losses of – 4.89%, – 4.89% and – 4.51% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit today, and there was no stock limit. The top three stocks are Tonghui information, Beijing Huafeng Test & Control Technology Co.Ltd(688200) and aolaide, with gains and losses of 3.62%, 2.07% and 2.03% respectively; The top three stocks are Dongwei semi guide, Shanghai Aiko Solar Energy Co.Ltd(600732) and Sg Micro Corp(300661) , with gains and losses of – 13.63%, – 6.16% and – 5.71% respectively.
Industry highlights
Vice president of Micron Technology: 5g flagship mobile phone is expected to drive the continuous growth of DRAM and nandflash demand in 2022 (Financial Associated Press)
Financial Associated Press, March 3 – sumit sadana, executive vice president of micron technology, said that the scale of the global mobile phone market will be healthy in 2022. In particular, 5g flagship mobile phones are expected to drive the continuous growth of DRAM and nandflash carrying capacity and shipping demand in 2022.
Global Association for mobile communication systems: 5g connection will exceed 1 billion in a few years (Financial Associated Press)
Financial Associated Press, March 2 – at the 2022 World Mobile Communication Conference being held in Barcelona, Spain, the organizer of the conference, the global mobile communication systems association, released a report that by the end of this year, the number of global 5g connections will exceed 1 billion. The report, entitled “mobile economy in 2022”, also predicts that by the end of 2025, the number of global 5g connections will reach 2 billion, accounting for about a quarter of the total number of mobile connections. At that time, more than two out of every five people in the world will live within the coverage of 5g networks. The report points out that this growth rate means that the mobile communication industry is updating and iterating at an unprecedented speed. Compared with the era of 3G and 4G, 5g has accounted for more than 5.5% of mobile connections within 18 months of its launch, while neither 3G nor 4G has exceeded 2.2% in the same period of time.
Risk tips
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risks of raw material price rise exceeding expectations, etc.
