Follow up comments
On March 8, the Shanghai stock index fell 2.35%, the Shanghai and Shenzhen 300 fell 2.01%, the gem composite fell 2.35%, and the China Securities 1000 fell 3.03%. Among the 11 primary industry categories of wind11, the indexes of telecommunications services, industry and information technology increased or decreased by – 1.04%, – 1.34% and – 2.47% respectively.
Among the 13 wind three-level industry categories involved in the technology and intelligent equipment industry chain, the top three sectors are semiconductor products and semiconductor equipment, diversified telecommunications services and energy equipment and services, with increases and decreases of 0.22%, – 1.04% and – 1.32% respectively; The last three sectors were aerospace and national defense III, media III and machinery, with increases and decreases of – 4.02%, – 3.20% and – 2.90% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit or stock limit today. The top three stocks are Sino Wealth Electronic Ltd(300327) , Shenzhen Sunmoon Microelectronics Co.Ltd(688699) and Kingsemi Co.Ltd(688037) , up and down by 8.77%, 8.58% and 6.60% respectively; The top three stocks are Saiwei electronics, Shanghai Aerospace Automobile Electromechanical Co.Ltd(600151) and Xi’An Peri Power Semiconductor Converting Technology Co.Ltd(300831) , with gains and losses of – 13.69%, – 5.64% and – 4.35% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are Nova Technology Corporation Limited(300921) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and Servyou Software Group Co.Ltd(603171) , with increases and decreases of 6.84%, 2.42% and 1.78% respectively; The top three stocks are China Satellite Communications Co.Ltd(601698) , Bizconf Telecom Co.Ltd(300578) and Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , with gains and losses of – 4.52%, – 2.80% and – 2.19% respectively.
In the energy equipment and services sector, there was no stock limit or stock limit today. The top three stocks are Tong Petrotech Corp(300164) , Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) and Nanjing Develop Advanced Manufacturing Co.Ltd(688377) , with increases and decreases of 5.03%, 4.50% and 3.87% respectively; The top three stocks are Lanpec Technologies Limited(601798) , Jiangsu Rutong Petro-Machinery Co.Ltd(603036) and Sinopec Oilfield Equipment Corporation(000852) , with gains and losses of – 9.88%, 5.94% and 5.62% respectively.
In the aerospace and national defense III sector, there was no stock limit today, and one stock fell by the limit. The top three stocks are Changchun Up Optotech Co.Ltd(002338) , Changsha Jingjia Microelectronics Co.Ltd(300474) and Huaqin technology, with increases and decreases of 1.97%, 1.94% and 0.50% respectively; The top three stocks are Avic Heavy Machinery Co.Ltd(600765) , Qinhuangdao Tianqin Equipment Manufacturing Co.Ltd(300922) and Wuxi Hyatech Co.Ltd(688510) , with gains and losses of – 9.99%, – 9.58% and – 9.09% respectively.
There are two stocks in the III sector that are trading today. The top three stocks are Time Publishing And Media Co.Ltd(600551) , China United Travel Co.Ltd(600358) and Zhejiang Huamei Holding Co.Ltd(000607) , with increases and decreases of 10.06%, 5.31% and 2.69% respectively; The top three stocks are Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) and Col Digital Publishing Group Co.Ltd(300364) , with gains and losses of – 9.99%, – 9.99% and – 8.75% respectively.
In the machinery sector, one stock rose by the limit and two stocks fell by the limit today. The top three stocks are Wenyi Trinity Technology Co.Ltd(600520) , Kunshan Kinglai Hygienic Materials Co.Ltd(300260) and China First Heavy Industries(601106) , with increases and decreases of 9.97%, 9.42% and 8.90% respectively; The last three stocks were Beijing Chieftain Control Engineering Technology Co.Ltd(300430) , with gains and losses of – 11.59%, – 11.38% and – 10.29% respectively.
Industry highlights
The development and Reform Commission promotes the reform of the formation mechanism of nuclear power on grid electricity price, and the industry will continue to benefit (Finance and Reform Association)
The report of the draft national economic and social development plan in 2022 points out that we should promote the reform of the formation mechanism of on grid electricity price for gas-fired power generation and nuclear power. China’s China’s one belt, one road, is also the most realistic choice for the Wan Gang to solve its economic and social development and energy demand contradictions. His proposal hopes that the national level can strengthen overall coordination, introduce nuclear power export financing policies and strengthen publicity in international organizations and international activities, so as to enhance the popularity and competitiveness of China National Nuclear Power Co.Ltd(601985) . With nuclear power as the link, build a community with a shared future for mankind in the field of energy.
According to the annual development and Prospect of China’s nuclear energy (2020) released by China Nuclear Energy Industry Association, it is estimated that by 2025, China National Nuclear Power Co.Ltd(601985) in transit and installed capacity will reach 70gw and 30GW under construction, corresponding to about 5-6 new units approved in the 14th five year plan, bringing about 120 billion yuan / year of market space.
Strong demand! The price of silicone has warmed up, and the profitability of the industry has been significantly improved (Financial Associated Press)
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.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
