On March 2, the Shanghai stock index fell 0.13%, the Shanghai and Shenzhen 300 fell 0.89%, the gem composite fell 1.01%, and the China Securities 1000 fell 0.20%. Among the 11 primary industry categories of wind, the indexes of telecommunications services, industry and information technology increased or decreased by – 0.19%, – 0.54% and – 0.64% 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, information technology services and Internet software and services III, with increases and decreases of 4.93%, 0.11% and 0.09% respectively; The last three sectors were electrical equipment, electronic equipment, instruments and components, and aerospace and national defense III, with increases and decreases of – 1.56%, – 1.11% and – 0.93% 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 10.02% respectively; The top three stocks are Suzhou Douson Drilling&Production Equipment Co.Ltd(603800) , Shandong Molong Petroleum Machinery Company Limited(002490) and China Petroleum Engineering Corporation(600339) , with gains and losses of 0.29%, 0.37% and 1.16% respectively.
In the information technology service sector, three stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Shanghai Yanhua Smartech Group Co.Ltd(002178) , Beijing Transtrue Technology Inc(002771) and Anhui Wantong Technology Co.Ltd(002331) , with increases and decreases of 10.04%, 10.03% and 10.02% respectively; The top three stocks are Brilliance Technology Co.Ltd(300542) , yunchuang data and Nancal Technology Co.Ltd(603859) , with gains and losses of – 3.49%, – 2.88% and – 2.51% respectively.
In the Internet software and service III sector, there was no stock limit or stock limit today. The top three stocks are Weide information, 360 Security Technology Inc(601360) and Zhengzhouj&Thi-Techco.Ltd(300845) , with increases and decreases of 3.48%, 3.43% and 3.21% respectively; The top three stocks are ST Carrey, ST Zhongying and Jc Finance & Tax Interconnect Holdings Ltd(002530) , with gains and losses of – 4.40%, – 4.10% and – 2.96% respectively.
In the electrical equipment sector, two stocks rose the limit today and no stocks fell the limit. The top three stocks are Sineng Electric Co.Ltd(300827) , Taihai Manoir Nuclear Equipment Co.Ltd(002366) and Harbin Air Conditioning Co.Ltd(600202) , with increases and decreases of 14.37%, 9.96% and 9.93% respectively; The top three stocks are Traffic Control Technology Co.Ltd(688015) , Contemporary Amperex Technology Co.Limited(300750) and Leader Harmonious Drive Systems Co.Ltd(688017) , with gains and losses of – 5.15%, – 4.17% and – 4.11% respectively.
In the electronic equipment, instruments and components sector, four stocks stopped today and no stocks fell by the limit. The top three stocks are Zhengzhou Tiamaes Technology Co.Ltd(300807) , Tanyuan Technology Co.Ltd(603133) and Shenzhen Tvt Digital Technology Co.Ltd(002835) , up and down by 19.98%, 10.04% and 10.03% respectively; The top three stocks are Suzhou Recodeal Interconnect System Co.Ltd(688800) , Luxshare Precision Industry Co.Ltd(002475) and Dongguan Dingtong Precision Metal Co.Ltd(688668) , with gains and losses of – 5.46%, – 4.91% and – 4.34% 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 Aecc Aero Science And Technology Co.Ltd(600391) , ST Huaxun, up and down by 2.57%, 2.50% and 1.60% respectively; The top three stocks are Avic Aviation High-Technology Co.Ltd(600862) , Avic Electromechanical Systems Co.Ltd(002013) and Hefei Jianghang Aircraft Equipment Co.Ltd(688586) , with gains and losses of – 3.83%, – 3.18% and – 2.82% respectively.
Industry highlights
The establishment of “Guohe No. 1” industrial chain alliance nuclear power will become an important part of “carbon neutralization” (Finance Associated Press)
The industrial chain alliance of China’s advanced nuclear power technology brand “Guohe No. 1” was officially established in Shanghai on February 28. It is understood that “Guohe No. 1” is one of China’s 16 major science and technology projects. The design life of Guohe No. 1 nuclear power unit is 60 years, and the probability of serious accidents is 100 times lower than that of the second generation nuclear power unit. The annual power generation of a single unit can meet the power demand of more than 22 million residents and reduce the emission of greenhouse gases such as carbon dioxide by more than 9 million tons every year. Under the background of “carbon neutralization”, nuclear power will become an important part of base load energy in the future with its advantages of high energy efficiency, low pollution, environmental friendliness, large unit capacity and stable power generation. According to the annual development and Prospect of China’s nuclear energy (2020) issued by China Nuclear Energy Industry Association, China’s installed capacity of nuclear power in operation will reach 70 million KW by 2025 and 30 million KW under construction. By 2035, the total capacity of nuclear power in operation and installed capacity will reach 200 million kW. The annual nuclear power market space is about 82.5-135 billion yuan, of which the equipment market space is about 41.3-67.5 billion yuan / year, and the total market scale from 2022 to 2025 is 164.8-270 billion yuan.
Semiconductor capital expenditure is expected to reach a new high in 2022, and local equipment manufacturers usher in a performance cashing period (Cailian)
According to scidev.net daily (Shanghai, editor song ziqiao), IC insights, a semiconductor research organization, recently released a report that in 2022, the capital expenditure of the global semiconductor industry is expected to reach a record high of US $190.4 billion (about 1.2 trillion yuan), an increase of 24% year-on-year. This will be the second time since 19931995 that the growth rate of semiconductor capital expenditure has been above double digits for three consecutive years (20202022).
Semiconductor foundry is the main force of this 100 billion dollar capital expenditure. According to the report, due to the tight supply or interruption of many supply chains during the covid-19 epidemic, the electronics industry is unprepared for the current demand rebound in many cases, and the strong demand promotes the utilization rate of most manufacturing facilities to be much higher than 90%, and even the utilization rate of many semiconductor foundries to be 100%.
IC insights sorted out the list of 13 semiconductor companies whose capital expenditure growth rate is expected to exceed 40% this year. The total capital expenditure of these 13 companies is expected to be US $91.8 billion, with a year-on-year increase of 52%. The top three pure semiconductor foundries in the world (TSMC, Lianhua electronics and lattice core) are all within.
Risk tips
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risks of raw material price rise exceeding expectations, etc
