Market Review
This week (3.7-3.11), the CSI 300 index fell 4.22%, the SME board index fell 4.64%, the gem index fell 3.03%, and the computer (CITIC) sector fell 4.28%. The top five gainers of individual stocks in the sector are: Shanghai Dragonnet Technology Co.Ltd(300245) , Xinjiang Sailing Information Technology Co.Ltd(300588) , Zhengzhou Tiamaes Technology Co.Ltd(300807) , Shenzhen Emperor Technology Company Limited(300546) , hending Yuyou; , , .
Industry highlights
Ministry of Finance: support the construction of charging piles and other supporting facilities to promote the consumption of new energy vehicles
Xiao Yaqing: 5g base stations are expected to exceed 2 million this year
China Automobile Association: in February, the sales volume of new energy vehicles was 334000, with a year-on-year increase of 184.3%
Company dynamics
Maxvision Technology Corp(002990) : the company signed a deep cooperation contract with Huawei Customs & port Corps commercial market
Linewell Software Co.Ltd(603636) : the company has won the pre bid for the smart city (phase I) PPP project in Gaoyi County, Shijiazhuang City, Hebei Province
Bringspring Science And Technology Co.Ltd(300290) : he Hangxiao, the chairman of the company, and Yuan Yue, the director of the company, resigned and no longer held any position in the company after resignation
This week’s view
Computer has the dual advantages of strong national strategic support (the digital economy has risen to an unprecedented policy height) and institutional positions at a historical low. More importantly, most of the leading enterprises in the computer industry have a certain market value and volume liquidity, are widely recognized by the market, have strong competitive pattern advantages and roe level, and most of them are at a historical low valuation level. Especially after the recent adjustment, the valuation of leading computer companies has become more attractive. It is suggested to focus on the leading enterprises with sustainable growth and a historical low valuation at the same time as the leading enterprises with sustainable growth and a historical low valuation at the same time. The proposals focus on the proposals that focus on Hongda Xingye Co.Ltd(002002) Hangzhou Hikvision Digital Technology Co.Ltd(002415) Hithink Royalflush Information Network Co.Ltd(300033) , Beijing Shiji Information Technology Co.Ltd(002153) , Navinfo Co.Ltd(002405) , China Greatwall Technology Group Co.Ltd(000066) and other leading companies.
Risk tip: the development of the industry is less than expected and the industry competition is intensified.
