Market Review
From February 28, 2022 to March 4, 2022, the CSI 300 index fell 1.68%, the SME board index fell 3.52%, the gem index fell 3.75%, and the computer (CITIC) sector fell 2.42%. The top five stocks in the sector were: Brilliance Technology Co.Ltd(300542) , ST Shida, Shenzhen Forms Syntron Information Co.Ltd(300468) , Beijing Egova Co.Ltd(300075) , Anhui Wantong Technology Co.Ltd(002331) ; The top five declines were: Thunder Software Technology Co.Ltd(300496) , Shanghai Golden Bridge Infotech Co.Ltd(603918) , Sgsg Science&Technology Co.Ltd.Zhuhai(300561) , Beijing Tongtech Co.Ltd(300379) , Baoxin B.
Industry highlights
Huawei Ding Yun: 5g commercial scale exceeded expectations, and more than 3000 industrial application contracts have been signed
Ministry of industry and information technology: it will actively cultivate the data element market and support the construction of data exchanges in Beijing and Shanghai
Ministry of industry and information technology: more than 14250005g base stations have been built and opened
IEEE unanimously approved the first international standard project of privacy computing all-in-one machine, and ant group took the lead in promoting it
Company dynamics
Chengdu Information Technology Of Chinese Academy Of Sciences Co.Ltd(300678) : on March 1, the company plans to issue 8687541 new shares at a price of 19.69 yuan / share
Beijing Zuojiang Technology Co.Ltd(300799) : on March 2, the company was recognized as a small giant enterprise specializing in Texin in Beijing
Hangzhou Century Co.Ltd(300078) : on March 3, the Company repurchased 33497450 shares, accounting for 3.87% of the total share capital of the company.
Grg Banking Equipment Co.Ltd(002152) : on March 4, the company and Guangzhou Trading Group Co., Ltd. jointly funded the establishment of Guangzhou Data Trading Co., Ltd., with a registered capital of 100 million yuan. Among them, the company invested 30 million yuan with its own funds, accounting for 30% of the registered capital.
Investment suggestion: the first quarter report of the computer sector is relatively low, but it can guide the annual performance. Firmly “performance is the king”, it is suggested to pay attention to the high boom areas with strong growth certainty in the first quarter report: 1. Coal mine intelligence, Chongqing Mas Sci.& Tech.Co.Ltd(300275) , Hefei Gocom Information Technology Co.Ltd(688367) , Uroica Precision Information Engineering Co.Ltd(300099) , Beijing Longruan Technologies Inc(688078) , etc; 2. Digital RMB, Newland Digital Technology Co.Ltd(000997) , Global Infotech Co.Ltd(300465) etc; 3. Smart cars, Navinfo Co.Ltd(002405) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Thunder Software Technology Co.Ltd(300496) etc. In addition, it is suggested to pay attention to leading enterprises with high growth expected in the first quarter, such as Sangfor Technologies Inc(300454) , China Greatwall Technology Group Co.Ltd(000066) and so on.
Risk tip: the development of the industry is less than expected and the industry competition is intensified
