Market Review
Last week, the CSI 300 index fell 0.67%, the small and medium-sized board index fell 0.63%, the gem index fell 3.51%, and the computer (CITIC) sector fell 0.97%. The top five stocks in the sector were: Shanghai Golden Bridge Infotech Co.Ltd(603918) , Beijing Aerospace Changfeng Co.Ltd(600855) , rongzhilian, Feitian Technologies Co.Ltd(300386) , Sunyard Technology Co.Ltd(600571) ; the top five stocks in the sector were: Shenzhen Hirisun Technology Incorporated(300277) , Qiming Information Technology Co.Ltd(002232) , Jinxiandai Information Industry Co.Ltd(300830) , Hangzhou Cncr-It Co.Ltd(300250) , Beijing Tricolor Technology Co.Ltd(603516) .
Industry highlights
China has built and opened more than 1.3 million 5g base stations
China proposes a new framework for beat Hertz communication to help the future 6G mobile communication
Two departments: formulate more than 100 standards for key technologies, products, management and application of industrial Internet by 2025
The list of the first batch of “invisible champions” enterprises in Beijing was announced, Qi An Xin Technology Group Inc(688561) etc
Company dynamics
Navinfo Co.Ltd(002405) : the company signed a service agreement related to automatic driving with Volvo cars
Unittec Co.Ltd(000925) : the company invested 40 million yuan to carry out fund investment in the field of new generation information technology
360 Security Technology Inc(601360) : the wholly-owned subsidiary of the company received the letter of acceptance of “informatization and supporting facilities project of Shanghai urban safety brain project”
Piesat Information Technology Co.Ltd(688066) : the company signed major contracts for daily operation, with a total contract price of RMB 278.769 million
Events of the week
The “national team” participated in the capital increase of ant Xiaojin company with 6.78 billion yuan, and the registered capital of ant Xiaojin jumped to 30 billion yuan. China Cinda announced that it plans to use 6 billion yuan in cash to participate in the capital increase of Chongqing ant Consumer Finance Co., Ltd. after this capital increase, the registered capital of ant Consumer Finance Co., Ltd. jumped from 8 billion yuan to 30 billion yuan. In this capital increase, China Cinda and Yufu capital invested a total of 6.78 billion yuan. After the capital increase, the shareholding proportion of “national team” increased to 28%. This time, the “national team” took shares in ant consumer finance company, which diversified the company’s equity structure and greatly expanded the company’s capital.
Risk statement
Industry competition intensifies to the decline of gross profit margin; Rising labor costs; The government’s financial support decreased
