Today (March 8), A-Shares opened mixed, followed by a consistent shock and lower. In the afternoon, the stock index rose again and dived back. On the disk, the semiconductor industry outshines others; Traditional Chinese medicine, medical devices, biological products, energy metals, coal, gas, shipping ports, logistics, aerospace and other industries led the decline. In terms of subject stocks, the concept of counting from the east to the West was relatively resistant to decline, while covid-19 drugs, Sino Russian trade concept, assisted reproduction, transgenic, hair medicine, infant and child concept, covid-19 detection, traditional Chinese medicine concept, lithium extraction from Salt Lake and other sectors led the decline.
auto chip concept rises Shanghai Fullhan Microelectronics Co.Ltd(300613) , Dongxin shares rise
The concept of automobile chip rose on the 8th, led by Shanghai Fullhan Microelectronics Co.Ltd(300613) , Dongxin shares, Wuxi Nce Power Co.Ltd(605111) , Yangzhou Yangjie Electronic Technology Co.Ltd(300373) , Ingenic Semiconductor Co.Ltd(300223) , China Wafer Level Csp Co.Ltd(603005) , Gigadevice Semiconductor (Beijing) Inc(603986) , etc.
On the news, Lin nianxiu, deputy director of the national development and Reform Commission, said on the 7th that efforts should be made to solve the problem of chip shortage in automobile and other manufacturing fields. Last year, due to the influence of many factors, there was a global supply shortage of chips. This problem will be solved this year. We will continue to ensure the supply and price of bulk commodities and raw materials, strengthen the construction of the “production, supply, storage and marketing” system, and strengthen the effective supervision of the futures and spot markets. Implement the industrial chain and supply chain connection project in key areas, establish ecological consortia such as collaborative R & D, product development and experimental verification, and rely on leading enterprises to maintain and stabilize the chain.
Wanlian Securities pointed out that since the “chip shortage” in 2021, the shortage of vehicle specification chips has become the focus. Under the high-profile of new energy vehicles and intelligent network connected vehicles, the demand for vehicle specification chips continues to grow. Compared with consumer chips, vehicle specification chips have more stringent requirements in terms of temperature, humidity and error rate. The market scale is very limited, and its R & D cycle is long and capital investment is large, so that OEM factories often give priority to arranging production capacity to consumer chips with high profits. The characteristics of automobile chips make it increasingly scarce, so it is particularly important to realize localization.
“counting from the east to the west” welcomes the good again concept stocks rose sharply against the trend three main lines layout of 23456
In Tuesday’s session, the concept stocks of “counting from the east to the west” led the rise, cutting off the limit of Leon Technology Co.Ltd(300603) 20%, Zhengzhou Tiamaes Technology Co.Ltd(300807) rose by more than 10%, Zjbc Information Technology Co.Ltd(000889) limit, Nanxing Machinery Co.Ltd(002757) , Xinjiang Sailing Information Technology Co.Ltd(300588) , Beijing Dataway Horizon Co.Ltd(301169) , etc. On the news, on March 7, Lin nianxiu, deputy director of the national development and Reform Commission, said at the press conference of the state information office that we should speed up the construction of 10 national data center clusters and steadily and orderly promote the construction of national new Internet switching centers and national Internet backbone direct connection points.
Hongta Securities Co.Ltd(601236) pointed out that the digital economy will be one of the strategic directions of national key development during the “14th five year plan” in the future, and relevant fields of the computer industry are expected to benefit, especially the underlying infrastructure industry chain. According to the relevant plans issued by the state, the construction investment of IDC (Internet Data Center) is expected to be about 1440 billion yuan during the 14th Five Year Plan period, with an average annual investment of about 360 billion yuan. The relevant upstream and downstream industrial chains are expected to maintain rapid growth for a long time, including IT equipment such as servers, network communication equipment such as optical modules, power and temperature control equipment and third-party IDC manufacturers.
China Galaxy Securities Co.Ltd(601881) Securities said that it should grasp the main line of digital economy investment. In the near future, it is suggested to focus on the following main lines, leading companies upstream and downstream of cloud computing track; Medium and long term layout of energy it; “Pan security” includes high-quality leading companies of Xinchuang, network security and industrial software.
lunni staged “forced air war” a nickel concept stocks will rise with “madness”
On March 8, A-share nickel related stocks rose sharply. As of press time, Pengxin International Mining Co.Ltd(600490) limit, Hunan Corun New Energy Co.Ltd(600478) , Gem Co.Ltd(002340) , Inner Mongolia Xingye Mining Co.Ltd(000426) and other stocks rose. On the news side, lunni staged a “forced air war”. Overnight, the main contract price of LME nickel futures soared by 72% in a single day, reaching a record high of US $55000 / ton, with a weekly increase of nearly 70%. Affected by lunni, Shanghai nickel rose the limit for several days. On March 8, China’s commodity futures market opened, and the main contract of Shanghai nickel continued to close the limit, closing at 228810 yuan / ton.
After the sharp rise of Lun nickel, major futures companies commented on the future market of nickel. Everbright futures believes that Shanghai nickel ushered in the second trading limit overnight. That night, LME nickel’s maximum daily rise reached 88%. If calculated according to the closing US $50300 / ton, China’s rise still needs to reach 40% to match it. The short-term nickel price performance has been far away from the fundamentals. The lower and lower reaches of the nickel price will be impacted to varying degrees, and the wait-and-see mood may be stronger. It is recommended to wait and see in the short term and wait for the end of the risk event.
Guotai Junan Securities Co.Ltd(601211) futures analysis: from the perspective of trading, the game between long and short sides is becoming more and more intense, and the nickel holding warehouse inventory ratio in overseas LME market has reached a high level over the years. With the sharp rise of overseas nickel price and freight, the import and export profits are upside down, and the Shanghai Lun ratio falls to 6.72. In the short term, the supplement of imports to China’s low inventory will be weak.
Huatai futures believes that the supply and demand expectation of nickel midline is not optimistic, but there are also variables in the midline expectation. Recently, lunni has been greatly strengthened due to the influence of capital game and position squeeze, and the price has been far from the scope of supply and demand. Before the end of capital game, it may still maintain a strong trend. However, the current price has been seriously divorced from supply and demand, and the downstream has suffered a large loss, so the nickel price also needs to be treated with caution.
release of guidelines for the construction of Internet of vehicles safety standard system institutions suggest paying attention to the subject with relevant layout and qualification
According to the Ministry of industry and information technology on March 7, recently, the general office of the Ministry of industry and information technology issued the guidelines for the construction of Internet of vehicles network security and data security standard system. According to the guide, by the end of 2023, the network security and data security standard system of Internet of vehicles will be preliminarily established. Focus on basic commonness, terminal and facility network security, network communication security, data security, application service security, security guarantee and support, and complete the development of more than 50 urgently needed standards.
By 2025, a relatively complete network security and data security standard system for Internet of vehicles will be formed. Complete the development of more than 100 standards, improve the coverage of standards in subdivided fields, strengthen the standard service capacity, improve the standard application level, and support the safe and healthy development of the Internet of vehicles industry.
Citic Securities Company Limited(600030) pointed out that since the promulgation of the data security law, the actual business landing scene has gradually appeared in the field of Internet of vehicles data security. The data security management requirements of automatic driving for vehicle enterprises are much greater than those of traditional vehicle networking scenarios. It depends on professional management platform companies for third-party operation and maintenance. The whole market is in the period of rapid start-up of the industry. It is recommended to pay attention to investment targets with relevant layout and qualification. It is suggested to pay attention to the leading enterprises that actively cooperate with the policy layout and accumulate R & D and qualification advantages, including the enterprises that have realized the landing of data cloud management platform of foreign-funded automobile enterprises Navinfo Co.Ltd(002405) , automatic driving data cold storage technology provider Beijing E-Hualu Information Technology Co.Ltd(300212) , etc.
Everbright Securities Company Limited(601788) recommend Ningbo Joyson Electronic Corp(600699) . The company’s automobile safety business was formed by the merger and acquisition of KSS and Takata. After the merger and acquisition, it jumped to the second largest automobile safety supplier in the world, accounting for 30% of the market. It is believed that the automobile safety market has broad prospects in the future. As the integration process after the merger and acquisition of the company comes to an end, the inflection point of the business is expected to appear and the profitability is expected to be further improved.
Capital Securities recommends 360 Security Technology Inc(601360) , as a leading enterprise in the field of network security in China, to invest strategically in Nezha automobile, mainly based on the good development opportunities and market prospects of network security and intelligent networked automobile industry. In the future, we will continue to polish and upgrade our products, so that in the process of intellectualization, we can take into account OTA information security, data security, functional security and operation security, and create an industry benchmark for the full life cycle security solution of intelligent networked vehicles.
Shanghai Mobile accelerates the construction of data center pays attention to the investment opportunities upstream and downstream of the industrial chain
It is reported that Chen Li, party secretary and chairman of Shanghai Mobile, said in an interview that the construction of data center clusters will be accelerated in the future, and the resource base of data center will be further consolidated based on the two core hub nodes of Shanghai Qingpu and Lingang; Build a new information infrastructure of “5g + computing power network + smart middle platform”, and build a new information service system of “connection + computing power + capability”.
Dongguan Securities pointed out that previously, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. At present, the scale of China’s data center has reached 5 million standard racks, and the computing power has reached 130eflops. With the comprehensive and continuous penetration of digital technology into all fields of economy and society, the demand for computing power in the whole society is still very urgent, and it is expected to grow rapidly at a rate of more than 20% every year. The industrial chain of data center is long, including IT equipment such as servers and switches, supporting equipment such as heat dissipation and racks, data center construction, operation and maintenance, etc. The promotion of “counting from the east to the west” is expected to further stimulate the investment in the upstream and downstream of the industrial chain. It is suggested to pay attention to the relevant companies of the industrial chain. Such as Inspur Electronic Information Industry Co.Ltd(000977) , Dawning Information Industry Co.Ltd(603019) , China Greatwall Technology Group Co.Ltd(000066) , Unisplendour Corporation Limited(000938) , Shanghai Baosight Software Co.Ltd(600845) , Shanghai Athub Co.Ltd(603881) .
strong demand! Silicone prices pick up industry profitability improved significantly (with shares)
The price of organosilicon products continued to rise. As of the end of last week, DMC quoted 39500 yuan / ton, an increase of 13% during the week, an increase of 4500 yuan, and metal silicon 421 quoted 23750 yuan / ton, an increase of 950 yuan.
Polysilicon is expected to continue to be put into production, and the prosperity of photovoltaic grade silicone products is expected to continue to rise. It is learned from several silicone manufacturers that at present, most silicone manufacturers have abundant orders on hand. In order to cope with the rising market demand, the production line of silicone enterprises maintains a high operating rate. Insiders said that the continuous recovery of downstream demand is the main reason for the recovery of silicone prices, and the overall profitability of the industry is expected to rebound significantly in the first quarter of this year.
Statistics show that among relevant listed companies: Shandong Dongyue Organosilicon Materials Co.Ltd(300821) is one of the largest enterprises in China’s silicone industry, ranking among the top 10 in the world and the fourth in China, with an annual production capacity of 300000 tons of silicone monomer (equivalent to about 141000 tons of polysiloxane) Luxi Chemical Group Co.Ltd(000830) silicone has a design capacity of 50000 tons, and the 1 million ton silicone project is a reserve project.
