Follow up comments
On February 28, the Shanghai stock index rose 0.32%, the Shanghai and Shenzhen 300 rose 0.18%, the gem rose 0.67%, and the China Securities 1000 rose 0.79%. Among the 11 primary industry categories of wind11, the indexes of information technology, industry and telecommunications services increased or decreased by 0.57%, 0.40% and – 0.91% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are energy equipment and services, semiconductor products and semiconductor equipment, aerospace and national defense III, with increases and decreases of 1.99%, 1.68% and 0.51% respectively; The last three sectors were diversified telecommunications services, media III and communication equipment III, which achieved gains and losses of – 0.91%, – 0.53% and – 0.32% respectively.
In the energy equipment and services sector, three stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Shandong Molong Petroleum Machinery Company Limited(002490) , Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) and Renzhi shares, with increases and decreases of 10.04%, 10.00% and 9.90% respectively; The top three stocks are Xinjiang Beiken Energy Engineering Co.Ltd(002828) , Bode Energy Equipment Co.Ltd(300023) and Jiangsu Rutong Petro-Machinery Co.Ltd(603036) , with gains and losses of – 4.96%, – 3.75% and 3.32% respectively.
In the semiconductor products and semiconductor equipment sector, there is no stock limit today, and there is no stock limit. The top three stocks are Giantec Semiconductor Corporation(688123) , Jingke energy and Risen Energy Co.Ltd(300118) , with increases and decreases of 10.55%, 7.85% and 7.43% respectively; The top three stocks are Shenzhen Baoming Technology Co.Ltd(002992) , Mls Co.Ltd(002745) and Tonghui information, with gains and losses of – 3.80%, – 3.35% and – 2.90% 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 Tianjin Jieqiang Power Equipment Co.Ltd(300875) , Chengdu Ald Aviation Manufacturing Corporation(300696) and Chengdu M&S Electronics Technology Co.Ltd(688311) , with increases and decreases of 7.84%, 5.31% and 3.46% respectively; The top three stocks are Tongyi aerospace, Huaxun Fangzhou Co.Ltd(000687) and Wuxi Hyatech Co.Ltd(688510) , with gains and losses of – 3.13%, – 2.56% and – 2.40% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are China Satellite Communications Co.Ltd(601698) , Servyou Software Group Co.Ltd(603171) and Net263 Ltd(002467) , with increases and decreases of 0.15%, – 0.33% and – 0.43% respectively; The top three stocks are Nova Technology Corporation Limited(300921) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , with gains and losses of – 4.83%, – 3.41% and – 2.88% respectively.
In the media III sector, there is no stock trading limit and no stock falling limit today. The top three stocks are Hylink Digital Solution Co.Ltd(603825) , China United Travel Co.Ltd(600358) and Shunya International Martech (Beijing) Co.Ltd(300612) , with increases and decreases of 8.50%, 5.26% and 3.28% respectively; The top three stocks are Guizhou Bc&Tv Information Network Co.Ltd(600996) , Guangxi Radio And Television Information Network Corporation Limited(600936) and Shenzhen Topway Video Communication Co.Ltd(002238) , with gains and losses of – 9.67%, – 4.03% and – 3.60% respectively.
In the communication equipment III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Skyworth Digital Co.Ltd(000810) , Fujian Start Group Co.Ltd(600734) and Beijing Inhand Networks Technology Co.Ltd(688080) , with increases and decreases of 10.01%, 5.26% and 3.75% respectively; The top three stocks are Shenzhen Consys Science&Technology Co.Ltd(688788) , minimally invasive optoelectronics and Sunsea Aiot Technology Co.Ltd(002313) , with gains and losses of – 12.09%, – 11.65% and – 8.65% respectively.
Industry highlights
Us and EU impose swift sanctions on Russia or increase the demand for RMB settlement (Financial Associated Press)
On February 28, according to informed sources, the EU approved the ban on all transactions with the Russian central bank. The decision paved the way for swift sanctions against Russia. Earlier, the United States, the European Union, the United Kingdom and Canada issued a joint statement on sanctions against Russia, and the United States and its allies promised to remove the selected Russian banks from the swift system.
In recent years, Russia has been seeking to obtain a new cross-border financial system to replace swift. China and Russia have repeatedly renewed the bilateral currency swap agreement. The RMB cross-border inter-bank payment system (CIPS) has one directly participating bank and several indirectly participating members in Russia. The swift sanctions against Russia will further enhance the trade demand for RMB settlement between China and Russia and help speed up the pace of RMB internationalization.
Diamond prices soared by 40% and there is great potential to cultivate diamond substitutes (Financial Associated Press)
According to the data of IDEX international diamond trading platform, the global finished diamond price index rose by 5.67% in January 2022, exceeding the increase of 4.35% in December 2021, setting the largest monthly increase record since December 2011. The sales data of Canadian diamcor mining company is more intuitive. Based on the rough statistics of the sales of one million US dollars from the beginning of February to the middle of February this year, the average selling price of each carat of diamond increased by 40% compared with last September.
Industry insiders believe that in the case of a large rise in the price of natural diamonds, cultivating diamonds may become a new choice. Its price has great advantages over natural diamonds and is expected to become a potential alternative industry for diamond demand. According to Zhiyan consulting data, it is estimated that in 2025, the global cultivated diamond retail market will be 140.4 billion yuan and the cultivated diamond manufacturing end market will be 23.4 billion yuan.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
