Follow up comments
On December 23, Shanghai stock index rose 0.57%, Shanghai and Shenzhen 300 rose 0.70%, gem composite fell – 0.04%, and China Securities 1000 rose 0.02%. Among the 11 primary industry categories of wind, the indexes of industry, information technology and telecommunications services increased or decreased by 0.38%, 0.23% and – 0.90% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are electrical equipment, and computers and peripheral equipment, electronic equipment, instruments and components have realized increases and decreases of 1.16%, 0.83% and 0.74% respectively; The last three sectors were Internet software and services III, information technology services and media III, with increases and decreases of – 1.14%, – 1.10% and – 1.01% respectively.
In the electrical equipment sector, three stocks rose the limit today and no stocks fell the limit. The top three stocks are Ningbo Kbe Electrical Technology Co.Ltd(300863) , inbor and Shenzhen Hopewind Electric Co.Ltd(603063) , with ups and downs of 20.00%, 11.94% and 10.01% respectively; The top three stocks were Beijing Dynamic Power Co.Ltd(600405) , Henan Tong-Da Cable Co.Ltd(002560) and Xuchang Ketop Testing Research Institute Co.Ltd(003008) , with gains and losses of – 9.51%, – 8.29% and – 7.90% 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 Westone Information Industry Inc(002268) , Guangzhou Kingteller Technology Co.Ltd(002177) and Anker Innovations Technology Co.Ltd(300866) , with increases and decreases of 5.47%, 2.29% and 2.19% respectively; The top three stocks were Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) , GQY video and Vtron Group Co.Ltd(002308) , with gains and losses of – 3.79%, – 3.58% and – 2.88% respectively.
Three stocks in the electronic equipment, instruments and components sector rose the limit today, and no stocks fell the limit. The top three stocks are Dongguan Dingtong Precision Metal Co.Ltd(688668) , Suzhou Goldengreen Technologies Ltd(002808) and Olympic Circuit Technology Co.Ltd(603920) , with ups and downs of 11.11%, 10.03% and 9.99% respectively; The last three stocks were Zhengzhou Tiamaes Technology Co.Ltd(300807) , Gettopacoustic Co.Ltd(002655) and Shenzhen Fluence Technology Plc(300647) , with gains and losses of – 7.27%, – 5.19% and 4.50% respectively.
In the Internet software and service III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Shenzhen Asia Link Technology Development Co.Ltd(002316) , Beijing Bohui Science & Technology Co.Ltd(688004) and Beijing United Information Technology Co.Ltd(603613) , with increases and decreases of 9.98%, 4.20% and 3.52% respectively; The top three stocks were Capitalonline Date Service Co.Ltd(300846) , Jc Finance & Tax Interconnect Holdings Ltd(002530) and Ucloud Technology Co.Ltd(688158) , with gains and losses of – 8.61%, – 5.32% and – 4.64% respectively.
In the information technology service sector, one stock rose by the limit and one stock fell by the limit today. The top three stocks are Shanghai Yanhua Smartech Group Co.Ltd(002178) , Yunding Technology Co.Ltd(000409) and Beijing Zuojiang Technology Co.Ltd(300799) , with increases and decreases of 10.02%, 7.42% and 7.08% respectively; The top three stocks were Qiming Information Technology Co.Ltd(002232) , visualisation technology and Hcr Co.Ltd(688500) , with gains and losses of – 10.01%, – 8.13% and – 6.41% respectively.
In the media III sector, four stocks rose by the limit and three fell by the limit today. The top three stocks are Guangxi Radio And Television Information Network Corporation Limited(600936) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) and Hylink Digital Solution Co.Ltd(603825) , with increases and decreases of 10.10%, 10.03% and 9.98% respectively; The top three stocks were Kexin Development Co.Ltd Shanxi(600234) , Heilongjiang Publishing & Media Co.Ltd(605577) and Zhejiang Juli Culture Development Co.Ltd(002247) , with gains and losses of – 10.02%, – 9.99% and – 9.95% respectively.
Industry highlights
The world’s first 35 kV kilometer superconducting cable was put into operation in Shanghai, with broad prospects for the application of advanced technology (Financial Associated Press). The world’s first 35 kV kilometer superconducting cable demonstration project built by the State Grid Corporation of China in Shanghai was officially put into operation. This is a major core technology breakthrough in the field of China’s new power system construction, marking that China’s superconducting transmission application has entered the world’s leading ranks.
As a leading technology with strategic significance, with the rapid development of urbanization and industrialization, superconducting technology shows a wide application prospect in the fields of urban power grid transformation, maglev transportation, large scientific devices and so on. In particular, high temperature superconducting transmission, known as a revolution in the power industry in this century, will be the most potential power application technology in the 21st century. Insiders said that in terms of volume, a superconducting cable with on voltage level can replace 6 to 9 ordinary cables with the same voltage level. Due to the small volume of superconducting cable, the workload of excavation and laying is less, and there is no need to build a separate tunnel. At the same time, it can greatly reduce the loss of transmission system in the transmission process, save the overall investment in power grid construction, and help the new power system reduce carbon emissions.
Apple’s first car is expected to debut two years in advance. Recently, it has put forward stock requirements to many manufacturers (Financial Associated Press). According to industry media reports, Apple’s first electric car, apple car, may come out in September next year, at least two years earlier than originally planned. The prototype car has been tested on the road in California. According to the supply chain personnel, Apple has recently put forward stock requirements to Taiwan auto parts and components factories such as Heda, FTU KY, Heqin and Futian in accordance with the practice of iPhone stock and expediting, and listed relevant industry enterprises in the first batch of supply chains.
At a time when the growth of the intelligent terminal industry is slowing down, many companies began to gradually cut into the power and energy storage track of new energy from traditional electronic manufacturing, including early battery targets, followed by process companies such as battery structures and connectors.
The agency pointed out that in the future, with the launch of Apple’s smart cars, under the assumption of neutral conditions, Apple will obtain a global market share of 5%, with a corresponding sales volume of about 2.87 million smart cars and a corresponding operating revenue of about $76.5 billion. With reference to the current valuation level of comparable companies in the field of new energy vehicles, this business is expected to bring a valuation contribution of nearly $trillion to the company in the medium and long term.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
(Chuancai securities)
