Market Review
Last week, the CSI 300 index fell by 1.99%, the SME board index fell by 1.26%, the gem index fell by 0.22%, and the computer (CITIC) sector rose by 1.23%. The top five stocks in the sector were: Shenzhen Hirisun Technology Incorporated(300277) , Wisesoft Co.Ltd(002253) , Hangzhou Cncr-It Co.Ltd(300250) , State Grid Information&Communication Co.Ltd(600131) , Qiming Information Technology Co.Ltd(002232) ; the top five stocks in the sector were: St Carey, Unisplendour Corporation Limited(000938) , Zhengzhou Tiamaes Technology Co.Ltd(300807) , Baoxin B, Rockontrol Technology Group Co.Ltd(688051) .
Industry highlights
Shenzhen’s first industrial Internet Innovation Center launched
Chen Guanzhou, general manager of MediaTek: the mobile phone equipped with MediaTek’s 4nm chip will be launched in the first quarter of next year
Ministry of Commerce: it is difficult to fundamentally alleviate the problems such as poor shipping and shortage of chip supply in the short term
Next year’s Shanxi Guoxin Energy Corporation Limited(600617) auto sales are expected to increase by 47% year-on-year
Company dynamics
Cambricon Technologies Corporation Limited(688256) : the company signed the bid winning contract with the contract amount of RMB 50891580.00
Sinodata Co.Ltd(002657) : the company plans to invest 80 million yuan in equity investment fund
Guangdong Aofei Data Technology Co.Ltd(300738) : the company issued 6.35 million convertible corporate bonds, with a total amount of 635 million yuan
Troy Information Technology Co.Ltd(300366) : the company plans to issue the employee stock ownership plan for 2021, and plans to use 692868400 repurchased shares, accounting for 1.14% of the total share capital of the company
Investment advice
The “double carbon” reform is the general trend and will be promoted for a long time. Power informatization is an important starting point for realizing the scientific management of power generation, power consumption and other links, and will meet the continuous construction demand. Some leading enterprises in the power information industry have issued equity incentive plans, and clear performance guidelines reflect development confidence. There is an opportunity to change the mode. Time of use electricity price brings energy-saving needs of b-end enterprises. Power information enterprises are expected to move from project system to operation. The potential of SaaS in new industries is expected. It is suggested to focus on Longshine Technology Group Co.Ltd(300682) , Beijing Forever Technology Co.Ltd(300365) , State Grid Information&Communication Co.Ltd(600131) , Ygsoft Inc(002063) , and China Southern Network Technology (to be listed).
Risk statement
The epidemic situation has repeatedly affected the development of major meetings; The downward pressure on the economy has further increased; There is uncertainty in the willingness of b-end to promote digitization.
