Follow up comments
On December 29, the Shanghai stock index fell 0.91%, the CSI 300 fell 1.46%, the gem composite fell 0.85%, and the CSI 1000 fell 0.10%. Among the 11 primary industry categories of wind11, the indexes of industry, telecommunications services and information technology increased or decreased by – 0.03%, – 0.22% and – 0.83% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are aerospace and national defense III, machinery and diversified telecommunications, with increases and decreases of 1.70%, 0.11% and – 0.22% respectively; The last three sectors are media III, software and Internet software and service III, with increases and decreases of – 1.40%, – 1.30% and – 1.25% respectively.
In the aerospace and national defense III sector, three stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are North Electro-Optic Co.Ltd(600184) , China Marine Information Electronics Company Limited(600764) and China Spacesat Co.Ltd(600118) , with increases and decreases of 10.01%, 10.01% and 9.98% respectively; The top three stocks were Chengdu Zhimingda Electronics Co.Ltd(688636) , Tongyi aerospace and Changsha Jingjia Microelectronics Co.Ltd(300474) , with gains and losses of – 4.13%, – 3.39% and – 2.31% 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 Canaan Technology Limited(300412) , Huayan Jingji and Zhejiang Chunhui Intelligent Control Co.Ltd(300943) , with ups and downs of 20.02%, 20.00% and 20.00% respectively; The top three stocks were Guangzhou Haozhi Industrial Co.Ltd(300503) , Jee Technology Co.Ltd(688162) and Shenzhen Envicool Technology Co.Ltd(002837) , with gains and losses of – 11.83%, – 5.28% and – 5.24% respectively.
In the diversified telecom sector, there was no stock limit or stock limit today. The top three stocks are China Satellite Communications Co.Ltd(601698) , Bizconf Telecom Co.Ltd(300578) and Nova Technology Corporation Limited(300921) , with ups and downs of 4.84%, 0.40% and – 0.19% respectively; The last three stocks were Servyou Software Group Co.Ltd(603171) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and Net263 Ltd(002467) , with gains and losses of – 3.15%, – 2.61% and – 1.47% respectively.
In the media III sector, two stocks rose and one fell by the limit today. The top three stocks are Inner Mongolia Xinhua, Zhewen Interactive Group Co.Ltd(600986) and Inly Media Co.Ltd(603598) , with increases and decreases of 9.98%, 9.95% and 3.53% respectively; The top three stocks were Hubei Radio & Television Information Network Co.Ltd(000665) , Shunya International Martech (Beijing) Co.Ltd(300612) and Col Digital Publishing Group Co.Ltd(300364) , with gains and losses of – 10.06%, – 8.08% and – 5.13% respectively.
In the software sector, there was a stock limit today, and there was no stock limit. The top three stocks are Dalian Zeus Entertainment Co.Ltd(002354) , Cubic Digital Technology Co.Ltd(300344) and Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) , with ups and downs of 10.05%, 6.59% and 3.74% respectively; The last three stocks were Beijing Shiji Information Technology Co.Ltd(002153) , Beijing Seeyon Internet Software Corp(688369) and Thunder Software Technology Co.Ltd(300496) , with gains and losses of – 5.15%, – 4.92% and 4.48% respectively.
In the Internet software and service III sector, there was no stock limit or stock limit today. The top three stocks are Jc Finance & Tax Interconnect Holdings Ltd(002530) , China Reform Health Management And Services Group Co.Ltd(000503) and Guangdao high tech, with gains and losses of 4.76%, 4.03% and 3.77% respectively; The top three stocks were Genimous Technology Co.Ltd(000676) , Shenzhen Asia Link Technology Development Co.Ltd(002316) and Hengxin Shambala Culture Co.Ltd(300081) , with gains and losses of – 9.24%, – 8.95% and – 6.59% respectively.
Industry highlights
According to media reports, Apple will launch the first Mr headset next year, with a price of about $3000, which is the most expensive wearable device in Apple’s history. The agency estimates that Apple’s Mr headset will be the most noteworthy new Apple product in 2022 and should be on the market by the end of 2022.
The agency pointed out that the “home economy” effect caused by the global covid-19 epidemic will continue for some time. Players in oculus and other industries are constantly launching virtual games to expand the ecology. In the short term, the demand boom for VR products is expected to continue. In the long term, apple is actively cutting into the MR track. It is expected to launch VR and AR products in 2020 and 2023 respectively. At that time, The global Mr market is expected to usher in a rapid growth period.
The price of lithium iron phosphate has reached a new high in the past three years, accounting for more than 50% of the installed capacity this year (Financial Associated Press)
In 2021, the price of lithium iron phosphate was 37000 yuan / ton in January and 99000 yuan / ton as of December 27. The overall increase of the whole year was 167.57%, reaching 62000 yuan / ton, and the price reached a new high in three years.
With the rapid development of electric vehicles, the installed capacity of lithium iron phosphate batteries has been increasing. At present, it has exceeded the installed capacity of ternary batteries. As of November 2021, China Shipbuilding Industry Group Power Co.Ltd(600482) battery installed capacity has accumulated 128.5gwh, including 63.3gwh of ternary batteries and 64.8gwh of lithium iron phosphate batteries. The agency pointed out that in the absence of a major breakthrough in the battery technology route, lithium iron phosphate will maintain a cost advantage for a long time. With many car enterprises represented by Tesla choosing lithium iron phosphate batteries for supporting, it is expected that the installed capacity of lithium iron phosphate in China will account for 60% in 2025, and that overseas will also reach 20%. It is expected that the medium and long-term penetration rate of lithium iron phosphate in the world is expected to reach 35%.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
