Follow up comments
On December 22, the Shanghai stock index fell 0.07%, the Shanghai and Shenzhen 300 rose 0.02%, the gem rose 0.75%, and the China Securities 1000 rose 1.04%. Among the 11 primary industry categories of wind11, the indexes of information technology, industry and telecommunications services increased or decreased by 1.15%, 0.04% and – 0.28% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are Internet software and service III, and media III and electronic equipment, instruments and components have realized increases and decreases of 2.60%, 1.89% and 1.84% respectively; The last three sectors were diversified telecommunications services, computers and peripherals and machinery, with gains and losses of – 0.28%, – 0.10% and – 0.05% respectively.
In the Internet software and service III sector, three stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Capitalonline Date Service Co.Ltd(300846) , Shenzhen Asia Link Technology Development Co.Ltd(002316) and Xinhuanetco.Ltd(603888) , with ups and downs of 19.97%, 10.11% and 9.98% respectively; The last three stocks were Beijing Yjk Building Software Co.Ltd(300935) , Chase Science Co.Ltd(300941) and State Grid Information&Communication Co.Ltd(600131) , with gains and losses of – 5.76%, – 4.03% and – 3.50% respectively.
In the media III sector, six stocks rose and fell by the limit today, but no stocks fell by the limit. The top three stocks are Jiangyin Zhongnan Heavy Industries Co.Ltd(002445) , Zhejiang Juli Culture Development Co.Ltd(002247) and Heilongjiang Publishing & Media Co.Ltd(605577) , with increases and decreases of 10.16%, 10.09% and 10.03% respectively; The top three stocks were Hubei Radio & Television Information Network Co.Ltd(000665) , Col Digital Publishing Group Co.Ltd(300364) and Zhejiang Huamei Holding Co.Ltd(000607) , with gains and losses of – 6.12%, – 4.92% and – 4.37% respectively.
In the electronic equipment, instruments and components sector, 7 stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Jiangsu Gian Technology Co.Ltd(300709) , Ningbo Exciton Technology Co.Ltd(300566) and Wuhu Token Sciences Co.Ltd(300088) , with ups and downs of 13.67%, 12.65% and 11.91% respectively; The last three stocks were Joyware Electronics Co.Ltd(300270) , Jiangsu Skyray Instrument Co.Ltd(300165) and Tianjin Jingwei Huikai Optoelectronic Co.Ltd(300120) , with gains and losses of – 7.47%, – 5.04% and 4.20% respectively.
In the diversified telecom service sector, one stock rose by the limit today and no stock fell by the limit. The top three stocks are Servyou Software Group Co.Ltd(603171) , Nova Technology Corporation Limited(300921) and Net263 Ltd(002467) , with increases and decreases of 9.99%, 5.03% and 4.37% respectively; The top three stocks are China Telecom Corporation Limited(601728) , China United Network Communications Limited(600050) and China Satellite Communications Co.Ltd(601698) , with gains and losses of – 1.58%, – 0.76% and – 0.07% respectively.
In the computer and peripheral equipment sector, there was no stock limit today, and there was no stock limit. The top three stocks are Cashway Fintech Co.Ltd(603106) , Fujian Raynen Technology Co.Ltd(603933) and Ningbo Gqy Video & Telecom Joint-Stock Co.Ltd(300076) , with increases and decreases of 2.41%, 1.23% and 1.10% respectively; The top three stocks were Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) , Vtron Group Co.Ltd(002308) and Newland Digital Technology Co.Ltd(000997) , with gains and losses of – 4.12%, – 2.38% and – 1.43% respectively.
In the machinery sector, three stocks rose and fell by the limit today, and no stocks fell by the limit. The top three stocks are Shanghai Hugong Electric Group Co.Ltd(603131) , Fujian Snowman Co.Ltd(002639) and China High-Speed Railway Technology Co.Ltd(000008) , with increases and decreases of 10.02%, 10.01% and 9.96% respectively; The last three stocks were Huayan Jingji, Shenyang Yuanda Intellectual Industry Group Co.Ltd(002689) and Beijing Jingcheng Machinery Electric Company Limited(600860) , with gains and losses of – 10.98%, – 7.02% and – 6.89% respectively.
Industry highlights
Huawei officially released the digital management of IData platform, and the 100 billion market needs to be tapped (Cailian)
Huawei has recently officially released the IData intelligent data integration platform. With the concept of “1 + N + 5” ecological cooperation, Huawei has built a universal full stack and full life cycle data tool chain solution for the industry, built a data base for thousands of lines and industries, and supported the digital transformation of the industry. It is understood that the version of IData released this time includes five features such as unified control and data integration process management, and has been promoted in more than 60 key projects across the country, such as State Grid Sichuan electric power company, Beijing Capital Highway Development Group, etc.
At the Huawei cloud Beijing City Summit held recently, Lu Yong, senior vice president of Huawei and President of Huawei China, delivered a keynote speech on “embracing the tide of digital transformation and jointly building a new competitiveness of digital economy”. He said that the digital transformation is related to the success or failure of China’s digital economy, and promoting the digital transformation of state-owned enterprises is an important means to achieve national development goals. From 2018 to 2021, among the 8300 benchmark enterprises in the world, the top 10% fully embrace digitization, which is five times faster than the bottom 25%, and this gap will continue to expand in the future. This means that the pioneer of digital transformation has obtained a strong first mover advantage. Accelerating the digital process has become an inevitable choice for leading enterprises to achieve leapfrog development.
Experts say that the digital management level of Chinese enterprises is still relatively low. In the digital application of enterprise management, China’s current popularity and application level are only equivalent to that of the United States a decade ago. The United States has maintained a very stable growth for ten consecutive years after 2010, and the annual growth rate of the whole market has reached 30% ~ 40%. The digital management of Chinese enterprises will also show a similar trend. In the future, China’s digital management market will be a large market with a scale of 100 billion.
Shanghai: by 2023, the scale of network security industry will be doubled and 10 industry leading enterprises will be cultivated (Financial Associated Press)
According to the financial associated press on December 22, Shanghai Municipal Commission of economy and information technology, Shanghai action plan for building a new high in network security industry (2021-2023) The release aims to promote the transformation and upgrading of technical services, continuously deepen the opening and guidance of scene demand, focus on building the support of collaborative innovation carrier, and make every effort to build an industrial ecological system. By 2023, the scale of the city’s network security industry will double to 25 billion yuan, with an annual compound growth rate of more than 25%, driving the growth of related industries by more than 250 billion yuan, cultivating 10 industry leading enterprises, and basically building an industrial innovation highland with national influence.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
