This week’s market. This week, the gem fell from 274864 points to 266546 points, down 3.03%. The computer industry was – 4.28%, ranking 13th in the industry, weaker than the gem and weaker than the Shanghai Composite Index (down 4.00%). PE (TTM) under the industry median valuation method is 47.6 (excluding negative values).
Electronic ID card focuses on the scope of application rather than the application itself. In fact, the electronization of ID card is not a new thing. The market law refers to the results of the electronization of medical insurance card (the electronization of medical insurance card actually eliminates part of the market of medical insurance entity card, and code scanning authentication is an incremental application in the application scenario). Therefore, we believe that the electronization of ID card is more comprehensive, not implemented in regions, and not supported by application scenarios. The scenes in which we frequently brush physical ID cards are mainly airports, high-speed railways, hotels, bank outlets, government offices, etc. Therefore, the solution companies whose variables are concentrated in these fields can be software and hardware integrators, identification module manufacturers, etc.
The market value maintenance actions of listed companies may increase, and the low position is clear. When the market environment deteriorated many times in history, listed companies collectively increased the frequency of exchanges with the open market, launched stock buybacks or increased holdings of senior executives, so as to release positive signals. Looking at this stage, most of them are in a low position and can get good returns.
This week, three leading companies in the computer sector have begun to repurchase or increase their holdings. In the future, such situations may increase, and the bottom signs become more and more obvious.
The performance expectation is “positive”, but it is recommended to win in stability. Our strategy in early March will organize a large number of exchanges among listed companies. In conclusion, most companies are still optimistic about this year’s expectations, saying that “there is pressure on the overall government budget, but it has little impact on their own sector”. However, summarizing this kind of information, in fact, it can be achieved only when the financial budget is positive and optimistic. Therefore, we judge that there is a possibility that a number of companies may reduce their expectations in the middle of the year, which is somewhat similar to the network security industry in the second half of last year. So far, no company has released the business report from January to February. This year, the overall sector adopts the strategy of seeking victory in stability and gives priority to cost performance.
At the end of the two sessions, the theme ebbs and tracks the possible style switching. The coming of the annual report period after the two sessions is basically the ebb tide of the theme investment in the computer sector. Therefore, the pursuit of subsequent themes needs to be more cautious.
The landing expectation of the first quarterly report is also closer to clarity, which is the key time point of style switching throughout the year. Where to switch depends on the situation of the first quarterly report and the deterministic expectation of the whole year. We will continue to track and welcome communication.
Computer continues to pay attention to the company: (ranking in order)
Key companies of “counting East and counting West”: Shenzhen Envicool Technology Co.Ltd(002837) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Inspur Electronic Information Industry Co.Ltd(000977) ; Industry Xinchuang: Dawning Information Industry Co.Ltd(603019) , Beijing Baolande Software Corporation(688058) etc;
It is suggested to focus on: Urovo Technology Co.Ltd(300531) ;
Internet Medical: B-Soft Co.Ltd(300451) , Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) , Winning Health Technology Group Co.Ltd(300253) ; Intelligent network connection: Huizhou Desay Sv Automotive Co.Ltd(002920) , Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) ;
Power grid Informatization: State Grid Information&Communication Co.Ltd(600131) , Ygsoft Inc(002063) , Nari Technology Co.Ltd(600406) , Jade Bird Fire Co.Ltd(002960) , Longshine Technology Group Co.Ltd(300682) , etc; Cloud Computing: Beijing Shiji Information Technology Co.Ltd(002153) , Unisplendour Corporation Limited(000938) , Yonyou Network Technology Co.Ltd(600588) , Beijing Kingsoft Office Software Inc(688111) , Glodon Company Limited(002410) etc; Fintech: Hithink Royalflush Information Network Co.Ltd(300033) , Fujian Apex Software Co.Ltd(603383) , Hundsun Technologies Inc(600570) ;
Artificial intelligence: Iflytek Co.Ltd(002230) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) .
Risk warning: liquidity contraction brings phased risks; The long-term business continuity of undervalued companies is uncertain.
