Follow up comments
On December 28, the Shanghai stock index rose 0.39%, the Shanghai and Shenzhen 300 rose 0.74%, the gem rose 1.19%, and the China Securities 1000 rose 1.12. Among the 11 primary industry categories of wind11, the indexes of information technology, industry and telecommunications services increased or decreased by 0.22%, 0.05% and – 0.49% respectively.
Among the 12 wind three-level industry categories involved in the technology and intelligent equipment industry chain, the top three sectors are semiconductor products and semiconductor equipment, computer peripherals and information technology services, with increases and decreases of 1.70%, 1.42% and 1.27% respectively; The last three sectors are media III, aerospace and national defense III and communication equipment, with increases and decreases of 0.02%, 0.10% and 0.32% respectively.
There was no stock limit or stock limit in the semiconductor products and semiconductor equipment sector today. The top three stocks are Juguang technology, Shenzhen Absen Optoelectronic Co.Ltd(300389) and Wuxi Dk Electronic Materials Co.Ltd(300842) , with ups and downs of 7.62%, 6.06% and 5.86% respectively; The last three stocks were Zhejiang Sunflower Great Health Limited Liability Company(300111) , Thinkon Semiconductor Jinzhou Corp(688233) and Suzhou Secote Precision Electronic Co.Ltd(603283) , with gains and losses of – 4.92%, – 3.59% and – 2.72% respectively.
In the computer and peripheral equipment sector, two stocks rose the limit today, and no stocks fell the limit. The top three stocks are Szzt Electronics Co.Ltd(002197) , Cashway Fintech Co.Ltd(603106) and Netac Technology Co.Ltd(300042) , with increases and decreases of 10.01%, 10.00% and 9.84% respectively; The top three stocks were Ningbo Gqy Video & Telecom Joint-Stock Co.Ltd(300076) , Inspur Electronic Information Industry Co.Ltd(000977) and Anker Innovations Technology Co.Ltd(300866) , with gains and losses of – 0.87%, – 0.42% and – 0.05% respectively.
In the information technology service sector, two stocks rose the limit today, and no stocks fell the limit. The top three stocks are Newcapec Electronics Co.Ltd(300248) , Shanghai Yanhua Smartech Group Co.Ltd(002178) and Yintu online, with ups and downs of 19.98%, 10.02% and 9.82% respectively; The last three stocks were Inmyshow Digital Technology (Group) Co.Ltd(600556) , Beijing Aerospace Changfeng Co.Ltd(600855) and Beijing Century Real Technology Co.Ltd(300150) , with gains and losses of – 6.27%, – 3.85% and 3.17% respectively.
In the media III sector, one stock rose by the limit and one stock fell by the limit today. The top three stocks are Inner Mongolia Xinhua, Zhewen Interactive Group Co.Ltd(600986) and Bluefocus Intelligent Communications Group Co.Ltd(300058) , with ups and downs of 10.02%, 5.50% and 4.97% respectively; The top three stocks were Shunya International Martech (Beijing) Co.Ltd(300612) , Hubei Radio & Television Information Network Co.Ltd(000665) and Heilongjiang Publishing & Media Co.Ltd(605577) , with gains and losses of – 15.99%, – 9.93% and – 5.51% respectively.
In the aerospace and national defense III sector, there was no stock limit today, and there was no stock limit. The top three stocks are Tongyi aerospace, Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) and Chengdu Corpro Technology Co.Ltd(300101) , with ups and downs of 19.40%, 3.08% and 2.86% respectively; The top three stocks were North Industries Group Red Arrow Co.Ltd(000519) , North Electro-Optic Co.Ltd(600184) and Guizhou Aviation Technical Development Co.Ltd(688239) , with gains and losses of – 5.68%, – 5.16% and – 4.95% respectively.
In the communication equipment sector, two stocks rose the limit today, and no stocks fell the limit. The top three stocks are Routon Electronic Co.Ltd(600355) , Raisecom Technology Co.Ltd(603803) and Lootom Telcovideo Network(Wuxi) Co.Ltd(300555) , with ups and downs of 10.03%, 10.00% and 8.75% respectively; The last three stocks were Fujian Start Group Co.Ltd(600734) , Zhejiang Shengyang Science And Technology Co.Ltd(603703) and Boomsense Technology Co.Ltd(300312) , with gains and losses of – 4.89%, – 4.17% and – 3.90% respectively.
Industry highlights
A number of enterprises in the next city are competing to enter the innovative application of digital RMB (Financial Associated Press)
The people’s Bank of China, China Securities Regulatory Commission and other departments jointly issued the plan for Chengdu and Chongqing to jointly build a western financial center, which proposed to support Chengdu to steadily promote the pilot of digital RMB, carry out research on digital RMB and innovative application of mobile payment, and expand the application scenarios of digital RMB.
The agency pointed out that the spirit of the central bank’s working meeting pointed out that the steady and orderly promotion of digital RMB research and development further conveyed a positive market signal and highlighted the investment value opportunities of the digital RMB industrial chain; Digital RMB has achieved full coverage of seven categories of scenes in the Winter Olympics, providing a broad market space for the development of related industries; In addition, the technical attributes of digital RMB enable it to be applied in green and low-carbon scenarios; At the same time, many enterprises enter the innovative application of digital RMB, which will further fully promote the development of the market.
Today, the quotation of some lithium battery materials rose again, and lithium carbonate rose by 5000-6500 yuan / ton (Financial Associated Press)
According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) on December 28, the quotation of some lithium battery materials rose again today, and electrolytic cobalt rose by 1000-1500 yuan / ton; Cobalt powder increased by 7500 yuan / ton; Lithium carbonate increased by 5000-6500 yuan / ton; Lithium hydroxide increased by 4000-5000 yuan / ton.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
