On December 13, the three major A-share indexes in Shanghai and Shenzhen continued to fluctuate after opening high. The Shanghai stock index and the gem index competed around 3700 and 3500 points respectively. From the perspective of individual stocks, there are nearly 90 individual stocks in the two cities today, and Qiming Information Technology Co.Ltd(002232) gained 7 daily trading limits in nearly 10 trading days.
In terms of plates and hot concepts, as of the close, the concept plates such as online games, chemical fiber and UHV had the highest increase, and the recently hot meta universe concept stocks also rose in batches.
Some institutions believe that at present, many Internet companies have turned to the direction of meta universe, which is expected to lead a new round of scientific and technological change, and relevant scientific and technological sectors such as electronics, media and computers will benefit.
7 daily limit in 10 days
The share price of Qiming Information Technology Co.Ltd(002232) rose nearly twice
On December 13, the limit of Qiming Information Technology Co.Ltd(002232) opened higher for two consecutive trading days and closed again soon. According to the data of China Securities Taurus, as of the close, Qiming Information Technology Co.Ltd(002232) shares were reported at 27.24 yuan / share, and the total market value rose to 11.1 billion yuan.
From the recent performance, Qiming Information Technology Co.Ltd(002232) is one of the most powerful stocks except new shares. As of December 13, the company has gained 7 trading limits in the last 10 trading days; Since reaching a stage low of 9.30 yuan / share on October 28, the company’s share price has risen 192.90% in a month and a half.
From the announcement of abnormal fluctuations in stock trading disclosed recently Qiming Information Technology Co.Ltd(002232) , the company and its actual controllers said that there was no information that should be disclosed but not disclosed. Some insiders believe that the recent change of the company’s share price may be related to the coming into force of the new policy in the automotive industry. According to the notice issued by the equipment industry development center of the Ministry of industry and information technology in April this year, from January 1, 2022, all newly produced passenger cars in China are required to be equipped with EDR (vehicle event data recording system) or DVR (on-board video driving recording system), and Qiming Information Technology Co.Ltd(002232) is one of the enterprises with layout in the field of EDR of commercial vehicles in China.
Founder Securities Co.Ltd(601901) pointed out that EDR, commonly known as the “black box”, is mainly responsible for recording the data before and after the vehicle accident, including the vehicle operation data before, during and after the collision. At present, automobiles are in a business cycle. It is estimated that China’s EDR incremental market will reach 5.5-7.4 billion yuan next year (excluding the value of EDR data extraction tools).
Huaxi Securities Co.Ltd(002926) pointed out that the new forces of vehicle manufacturing have strong R & D strength. As the standard configuration of new vehicles in the future, EDR will drive the demand for storage, standby power supply, sensors (mostly overseas suppliers) and MCU (mostly overseas suppliers), especially the vehicle specification storage and standby power supply belong to the new market.
Zhejiang Yueling Co.Ltd(002725) harvest six link plate
As of today’s close, a total of nearly 90 A-Shares have been trading. According to the data of China Securities Taurus, Zhejiang Yueling Co.Ltd(002725) opened higher today, with the share price at 12.43 yuan / share, a new high in recent one and a half years. The total market value of the company is 3.2 billion yuan. Since December 6, the company’s share price has risen for six consecutive trading days.
Zhejiang Yueling Co.Ltd(002725) similarly, in several recent announcements on abnormal fluctuations in stock trading, it was claimed that the internal and external business environment of the company had not changed significantly, and there were no major matters that should be disclosed but not disclosed by the company, its controlling shareholders and actual controllers. From the company’s operation in the first three quarters of 2021, the company achieved an operating revenue of 661 million yuan during the reporting period, with a year-on-year increase of nearly 40%; The net profit attributable to the parent company was only 1014300 yuan, a year-on-year decrease of nearly 90%.
In addition to the Shanghai and Shenzhen markets, the market of the Beijing stock exchange has obviously warmed up today, with as many as 74 of the 82 stocks closing up, including the “30cm” limit of Northland.
yuan universe concept stocks batch limit
“Yuan universe”, as one of the hottest concepts in the recent market, staged a batch trading of individual stocks again today. According to the data of China Securities Taurus, Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Bizconf Telecom Co.Ltd(300578) , Hengxin Shambala Culture Co.Ltd(300081) , Shenzhen L&A Design Holding Limited(300949) all gained the “20cm” limit, Bluefocus Intelligent Communications Group Co.Ltd(300058) rose by more than 18%, and individual stocks such as Meisheng Cultural & Creative Corp.Ltd(002699) , Inmyshow Digital Technology (Group) Co.Ltd(600556) , Guoguang Electric Company Limited(002045) collectively rose.
Since mid October, the meta universe concept index has continued to rise, which has not only attracted attention in the secondary market, but also received extensive attention from Chinese science and technology giants.
Earlier, baidu announced that it would release the meta universe product “xirang” on December 27, and the baidu AI developer conference in the same period will be held in xirang app. Zhou Hongyi, founder and chairman of 360 group, recently publicly said that the industrial meta universe will have huge business opportunities, but it will also face huge security risks. The digital security capability system should be used to escort the development of the industrial meta universe.
Northeast Securities Co.Ltd(000686) pointed out that at present, many Internet companies have turned to the direction of meta universe, which is expected to lead a new round of scientific and technological change and produce a new generation of subversive applications and products. For the industrial chain driven by meta universe, the upstream has a demand for communication infrastructure construction, and the downstream will drive the vigorous development of relevant consumer electronics hardware (VR glasses, helmets, headphones, etc.) and software content (virtual reality games, office, etc.), and relevant science and technology sectors such as electronics, media, computers, etc.
(China Securities Journal)
