China Mobile has a strategic stake in hyperfusion, with a shareholding ratio of 10%. Recently, the equity of hyperfusion Digital Technology Co., Ltd. has changed, and the shareholding ratio of the original shareholder Henan hyperfusion Technology Co., Ltd. has been reduced to 84.0912%, with 7 new shareholders. Among them, the shareholding ratio of China Mobile Capital Holdings Co., Ltd. is 8.7719%, and the shareholding ratio of China Mobile Equity Fund (Hebei xiong’an) partnership (limited partnership) is 1.2281%.
Hyperfusion was originally a wholly-owned subsidiary of Huawei, and its main business was x86 servers and related businesses. Hyperfusion Digital Technology Co., Ltd., which was born in the sky, was a wholly-owned subsidiary of Huawei. However, due to the sanctions of the United States, the supply of X86 server chips was cut off. In September this year, Huawei had no choice but to sell x86 business. The super fusion is connected by Henan super Fusion Technology Co., Ltd., which is controlled by Henan Investment Group Co., Ltd. subordinate to Henan Department of finance, with state-owned background. In the centralized procurement of China Mobile 2021-2022pc server project, with the lowest quotation, hyperfusion Digital Technology Co., Ltd. won the largest bid winning share of 6 packages, with a total bid winning amount of about 2.1 billion yuan.
We strengthened the operation of the capital market and successively took shares in a number of A-share listed companies. At the China Mobile Global Partner Conference, Yang Jie, chairman of China Mobile, said that he would implement the 100 billion industry pull plan, give play to the role of capital link, rely on the “M & A + equity participation + venture capital” investment platform, strive to reach 100 billion yuan in M & A and equity participation in the next five years, and continue to enhance China Mobile’s influence in the upstream and downstream of the industrial chain. Only this year, China Mobile has successively taken shares in several A-share listed companies such as Zhejiang Dahua Technology Co.Ltd(002236) , Zhongji Innolight Co.Ltd(300308) ; At the same time, he has successively participated in the fixed increase of Mango Excellent Media Co.Ltd(300413) and ziguangyun capital increase projects.
Market review:
This week (December 20, 2021-december 24, 2021), the Shanghai Composite Index, Shenzhen Component Index and gem index increased by – 0.39%, – 0.16% and – 4% respectively, and the Shenwan communication index increased by – 2.28%, ranking 24th among Shenwan’s 28 primary industries.
Performance of individual stocks in the communication sector this week:
The top five stock price increases are: Shenzhen Neoway Technology Co.Ltd(688159) , Qingdao Topscomm Communication Inc(603421) , Shenzhen Sed Industry Co.Ltd(000032) , Nanjing Panda Electronics Company Limited(600775) , Hangzhou Anysoft Information Technology Co.Ltd(300571)
The top five stock price declines are: Beijing E-Techstar Co.Ltd(300513) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Hebei Sinopack Electronic Technology Co.Ltd(003031) , canqin technology, Zjbc Information Technology Co.Ltd(000889)
Investment strategy: with the continuous coverage of 5g network and the development of 5g applications such as high-definition video and VR games, the penetration of 5g in C-end users is expected to be further improved in the future, which will drive the improvement of operator Arup value. In the future, operators are less likely to grab users by launching a price war. Instead, they will improve user stickiness by providing more high-quality and differentiated services. It is recommended to pay attention to the investment opportunities of main equipment manufacturers and operators. It is recommended to pay attention to: Zte Corporation(000063) , China Mobile, China Telecom Corporation Limited(601728) (A & H), China United Network Communications Limited(600050) (A & H).
Risk tip: the development of 5g is not as expected, the Sino US trade friction has further escalated, and the epidemic has further spread.
