[daily market conditions]
Today, the Shanghai index rose 0.57% to close at 3643.34 points; The Shenzhen Component Index closed at 14863.93 points, up 0.49%; The gem index closed at 3373.70 points, up 0.15%. In terms of sectors, power industry, wind power equipment and coal industry led the rise, while real estate services, real estate development and games fell. In terms of capital flow, power industry, auto parts and coal industry were the main net inflow. Today, the two cities traded a total of 1.08 trillion yuan.
[investment advice]
In terms of configuration, we think we can pay attention to the companies that have laid out the “5g + industrial Internet” industry. Xiao Yaqing, Minister of industry and information technology, mentioned that in 2022, we will focus on expanding the application of “5g + industrial Internet”, activating data potential and improving the application ability of enterprise digital technology. We will steadily and orderly carry out the construction of 5g and gigabit optical networks, accelerate the large-scale construction of virtual private networks in 5g industry, lay a solid network infrastructure for digital transformation, focus on key industries such as manufacturing, mining and electric power, and deeply explore the typical application scenarios of “5g + industrial Internet”. Support upstream and downstream enterprises in the industrial chain to open data, accelerate the development of basic common standards such as industrial data interaction, and support all localities to explore and cultivate data element markets. Deeply implement the digital transformation of manufacturing industry, accelerate the construction of digital transformation service system, and promote the industrial Internet platform into parks and enterprises.
