Follow up comments
On December 27, the Shanghai stock index fell 0.06%, the Shanghai and Shenzhen 300 fell 0.04%, the gem rose 0.04%, and the CSI 1000 was flat. Among the 11 primary industry categories of wind, the indexes of industry, telecommunications services and information technology increased or decreased by 0.22%, 0.05% and – 0.49% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are machinery, computer peripheral equipment and communication equipment III, with increases and decreases of 0.72%, 0.52% and 0.50% respectively; The last three sectors were Internet software and services III, information technology services and software, with increases and decreases of – 1.08%, – 1.07% and – 0.91% respectively.
In the machinery sector, 9 stocks rose and fell by the limit today, and no stocks fell by the limit. The top three stocks are Zhejiang Chunhui Intelligent Control Co.Ltd(300943) , Zhejiang Linuo Flow Control Technology Co.Ltd(300838) and Fujian Longxi Bearing (Group) Co.Ltd(600592) , with ups and downs of 20.00%, 10.88% and 10.04% respectively; The last three stocks were Suzhou Slac Precision Equipment Co.Ltd(300382) , Saimo Technology Co.Ltd(300466) and China High-Speed Railway Technology Co.Ltd(000008) , with gains and losses of – 9.69%, – 9.01% and – 8.23% 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 Shandong New Beiyang Information Technology Co.Ltd(002376) , Hangzhou Todaytec Digital Co.Ltd(300743) and Grg Banking Equipment Co.Ltd(002152) , with ups and downs of 8.05%, 2.41% and 2.32% respectively; The top three stocks were Anker Innovations Technology Co.Ltd(300866) , GQY video and Fujian Raynen Technology Co.Ltd(603933) , with gains and losses of – 3.69%, – 2.37% and – 1.83% respectively.
In the communication equipment III sector, three stocks rose the limit today, and no stocks fell the limit. The top three stocks are Hangzhou Anysoft Information Technology Co.Ltd(300571) , Eoptolink Technology Inc.Ltd(300502) and Leon Technology Co.Ltd(300603) , with ups and downs of 11.11%, 10.03% and 5.86% respectively; The last three stocks were Shenzhen Sdg Information Co.Ltd(000070) , Qingdao Topscomm Communication Inc(603421) and Anhui Tatfook Technology Co.Ltd(300134) , with gains and losses of – 8.30%, – 6.07% and 5.42% respectively.
In the Internet software and service III sector, one stock rose by the limit and one stock fell by the limit today. The top three stocks are Xiamen Jihong Technology Co.Ltd(002803) , Xindian software and * ST Carrey, with ups and downs of 10.01%, 5.11% and 5.08% respectively; The top three stocks were Xinhuanetco.Ltd(603888) , Shenzhen Asia Link Technology Development Co.Ltd(002316) and Hubei Century Network Technology Inc(300494) , with gains and losses of – 10.00%, – 8.42% and – 7.43% 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 Golden Bridge Infotech Co.Ltd(603918) , Beijing Century Real Technology Co.Ltd(300150) and Beijing Aerospace Changfeng Co.Ltd(600855) , with increases and decreases of 9.98%, 9.49% and 8.92% respectively; The last three stocks were Jiangsu Hoperun Software Co.Ltd(300339) , visualisation technology and Sumavision Technologies Co.Ltd(300079) , with gains and losses of – 11.37%, – 11.03% and – 10.67% respectively.
In the software sector, there is no stock limit or stock limit today. The top three stocks are Essence Information Technology Co.Ltd(688555) , Wondershare Technology Group Co.Ltd(300624) and digital people, with ups and downs of 7.23%, 7.02% and 6.80% respectively; The last three stocks were Shenzhen Kingsun Science & Technology Co.Ltd(300235) , Wuxi Boton Technology Co.Ltd(300031) and Perfect World Co.Ltd(002624) , with gains and losses of – 12.15%, – 7.70% and – 6.68% respectively.
Industry highlights
China’s first megawatt offshore wind farm is connected to the grid for power generation, and the demand for offshore wind power is accelerated (Financial Associated Press)
The Three Gorges Yangjiang Shaba offshore wind farm, China’s first megawatt offshore wind power project, has realized full capacity grid connected power generation. The Three Gorges Yangjiang Shaba offshore wind farm project is located in the South Sea area of Shaba Town, Yangxi County, Yangjiang City, Guangdong Province, with a planned total installed capacity of 1.7 million KW and a total investment of about 35 billion yuan. The project started construction in November 2018 and is divided into five phases, with a total of 269 offshore wind turbines installed.
In the recent bidding for the first batch of affordable sea breeze units in China, the quotation of 8-9mw wind turbines dropped to around 3800 yuan / kW, which was more than 40% lower than the rush installation price. The rapid cost reduction accelerated the development of sea breeze parity. The agency pointed out that according to the draft of the 14th five year plan for offshore wind power planning of Chinese provinces, it is expected that China’s affordable offshore wind power is expected to add more than 35gw from 2022 to 2025.
China Huaneng: Sheyang and Qidong offshore wind power projects have successively realized full capacity grid connection (Cailian) Cailian, December 27 (Cailian). According to China Huaneng, from December 25 to 26, the company’s Sheyang and Qidong offshore wind power projects in Jiangsu totaled 1.1 million KW, which have successively realized full capacity grid connection, with an annual total on grid power of more than 3 billion kwh, saving about 977000 tons of standard coal every year, Reduce carbon dioxide emissions by about 2.156 million tons.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
(Chuancai securities)
