1. Railway
Driving events: it was learned from China Railway Shanghai bureau group that the railway construction investment in the Yangtze River Delta remained high this year. At present, the investment plan of 68617 yuan has been issued, which will continue to play a key role in effective investment, support the implementation of major national strategies, make up for the shortcomings in the field of infrastructure, ensure the stable employment of labor force and expand China’s effective demand, Give play to the fundamental role of the railway industry in the “six stabilities” and “six guarantees”.
In 2022, the Yangtze River Delta railway plans to open the Huhang railway, and orderly promote the construction of 17 projects, including Jingnan riverside intercity railway, Shanghai Suzhou Huzhou railway and Hangzhou Wenzhou Railway. As a national key infrastructure, railway has the characteristics of large investment, long construction cycle of construction projects, large employment scale, long industrial chain and obvious role in promoting social and economic development. It is considered to be the “locomotive” to drive economic growth. At present, the projects under construction of the Yangtze River Delta railway have been fully resumed, the effect of stabilizing investment has gradually appeared, and the driving effect of the industrial chain is obvious.
Related stocks: Tianjin Keyvia Electric Co.Ltd(300407) , Nanjing Kangni Mechanical&Electrical Co.Ltd(603111)
2. Network security
Driving event: according to media reports, South Korean giant Samsung Electronics was attacked by the hacker organization lapsus, resulting in the leakage of a large amount of confidential data. According to the description, the data includes biometric unlocking device algorithms, some basic service source codes, and even confidential source codes from Qualcomm. Previously, lapsus also attacked NVIDIA and stole nearly 1TB of data, including highly confidential data such as NVIDIA GPU driver and mining lock computing software source code.
Among the companies that claim to be attacked by hackers in recent years, Microsoft, Facebook, Tesla, Intel and Toshiba are prominent. The destructive acts of hackers can even affect the livelihood of a country. China’s 14th five year plan has clearly stated that it will strengthen the construction of network security infrastructure, strengthen cross domain network security, information sharing and work coordination, and improve the ability of network security threat detection, monitoring and early warning, emergency command and attack traceability. According to IDC’s prediction, the investment scale of China’s network security market will reach US $9.78 billion in 2021, and is expected to increase to US $18.79 billion in 2025, with a five-year CAGR of about 17.9%.
related shares: 0201
3. Communication
Driving events: according to the official website of China Mobile, the annual communication engineering design standard of China Mobile in 31 provinces and 15 professional companies across the country has been launched recently. The total budget of communication engineering design of 31 provinces and 15 professional companies exceeds 7698322 billion yuan (excluding tax). The procurement includes 5g and non 5g parts, and the master plan is divided into 70 bid sections.
The Ministry of industry and information technology, the national development and Reform Commission and other departments have made it clear that 5g, data center and other new infrastructure construction will be moderately deployed in advance Huaxi Securities Co.Ltd(002926) Song Hui believes that at present, the key node of 5g network from infrastructure construction to application expansion, driven by the joint efforts of policy, industry and market, 5g2b market is expected to accelerate the evolution from industrial incubation stage to industrial replication stage, the demand for enterprise equipment connection has increased significantly, and the demand for digital upgrading of enterprises in many industries has driven the demand for 5g network construction and network transformation, Finally, accelerate the industrial explosion from point to area.
Related stocks: Gospell Digital Technology Co.Ltd(002848) , Raisecom Technology Co.Ltd(603803)
4. Covid-19
Driving event: the oral drug for covid-19 virus developed by yanyeyi pharmaceutical company, a Japanese pharmaceutical company headquartered in Osaka, has officially submitted an application for clinical treatment approval to the Ministry of health, labor and welfare of Japan on February 25. The news shows that the efficacy of this Japanese covid-19 oral drug “ensitrelvir (s-217622)” exceeds several oral drugs produced in the United States, and the final cure rate can reach 100%.
Related stocks: Pku Healthcare Corp.Ltd(000788) , Changjiangrunfa Health Industry Co.Ltd(002435)
