Follow up comments
On January 4, the Shanghai stock index fell 0.20%, the CSI 300 fell 0.46%, the gem composite fell 1.28%, and the CSI 1000 fell 0.34%. Among the 11 primary industry categories of wind, the indexes of telecom services, information technology and industry increased or decreased by 2.01%, – 0.13% and – 0.80% respectively.
Among the 12 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are media III, Internet software and service III and diversified telecommunications, with increases and decreases of 4.55%, 2.87% and 2.01% respectively; The last three sectors were electrical equipment, semiconductor products and semiconductor equipment and machinery, with increases and decreases of – 2.72%, – 2.43% and – 0.76% respectively.
In the media III sector, six stocks rose and one fell by the limit today. The top three stocks are Bluefocus Intelligent Communications Group Co.Ltd(300058) , Citic Press Corporation(300788) and Guizhou Bc&Tv Information Network Co.Ltd(600996) , with increases and decreases of 16.58%, 14.65% and 10.05% respectively; The last three stocks were Inner Mongolia Xinhua, St beiwen and Dlg Exhibitions & Events Corporation Limited(600826) , with gains and losses of – 10.01%, – 0.81% and – 0.42% respectively.
In the Internet software and service III sector, there was no stock limit or stock limit today. The top three stocks are Zhisheng information, Xiamen Jihong Technology Co.Ltd(002803) and Shenzhen Asia Link Technology Development Co.Ltd(002316) , with ups and downs of 11.65%, 9.99% and 9.94% respectively; The last three stocks were * ST Zhongying, Zhejiang Heda Technology Co.Ltd(688296) and Guangdao high tech, with gains and losses of – 4.96%, – 4.31% and – 2.96% respectively.
In the diversified telecom sector, there was no stock limit or stock limit today. The top three stocks are Dr.Peng Telecom&Media Group Co.Ltd(600804) , Servyou Software Group Co.Ltd(603171) and Bizconf Telecom Co.Ltd(300578) , with increases and decreases of 5.48%, 4.91% and 4.35% respectively; The top three stocks were China Telecom Corporation Limited(601728) , China Satellite Communications Co.Ltd(601698) and China United Network Communications Limited(600050) , with gains and losses of 1.15%, 1.53% and 1.53% respectively.
In the electrical equipment sector, one stock rose by the limit and one stock fell by the limit today. The top three stocks are Uni-Trend Technology ( China) Co.Ltd(688628) , Chongqing Wanli New Energy Co.Ltd(600847) and Sunway Co.Ltd(603333) , with increases and decreases of 10.11%, 10.02% and 9.10% respectively; The top three stocks were Ginlong Technologies Co.Ltd(300763) , psychic shares and Dongguan Kingsun Optoelectronic Co.Ltd(002638) , with gains and losses of – 10.50%, – 10.12% and – 9.87% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit today, and one stock fell by the limit. The top three stocks include Tonghui information, Shenzhen Jufei Optoelectronics Co.Ltd(300303) and Hongli Zhihui Group Co.Ltd(300219) , with ups and downs of 23.07%, 8.44% and 4.24% respectively; The last three stocks were Amlogic (Shanghai) Co.Ltd(688099) , Leaguer (Shenzhen) Microelectronics Corp(688589) and Yingkou Jinchen Machinery Co.Ltd(603396) , with gains and losses of – 10.48%, – 10.43% and 10.00% respectively.
In the machinery sector, four stocks rose and one fell by the limit today. The top three stocks are Zhejiang Jw Precision Machinery Co.Ltd(300984) , Naipu Mining Machinery Co.Ltd(300818) and Shenyang Yuanda Intellectual Industry Group Co.Ltd(002689) , with ups and downs of 13.63%, 13.36% and 10.06% respectively; The top three stocks are Hangzhou Chang Chuan Technology Co.Ltd(300604) , Tofflon Science And Technology Group Co.Ltd(300171) and Sinomach General Machinery Science & Technology Co.Ltd(600444) , with gains and losses of – 12.21%, – 10.13% and – 10.00% respectively.
Industry highlights
Yuancosmos has been written into the local “14th five year plan” for the first time, and other provinces and cities may follow up in the future (Financial Associated Press)
The 14th five year plan for the development of Shanghai’s Electronic Information Industry issued by Shanghai Municipal Commission of economy and information technology proposes to strengthen the forward-looking research and development of the basic ability of the core technology at the bottom of the meta universe, promote the development of new terminals for deepening perceptual interaction and the construction of systematic virtual content, and explore industrial applications.
Yuan universe is in the early stage of development, and the underlying technology still needs to be upgraded. According to the article “how the yuan universe rewrites human social life” on the official website of the State Supervision Commission of the Central Commission for Discipline Inspection, it is mentioned that “there is no single technology called” Yuan universe “in the world, and Yuan universe is the combination and upgrading of various existing technologies”; According to IDC’s official website, as an essential infrastructure in the formation of the meta universe, the cloud computing technology, credible economic system and blockchain technology relied on for the continuous and effective operation of the meta universe platform place high expectations on users and platforms..
Inertial navigation is expected to become the standard configuration of autopilot and has broad application prospects (Financial Associated Press)
Inertial navigation has become the mainstream solution for mass production of automatic driving by many car enterprises. Xiaopeng P5 / P7 has been equipped with inertial navigation as standard, and Weilai et7, Zhiji L7, Huawei AITO, Nezha and other models will also be equipped with inertial navigation. In addition, waymo, Apollo, momenta and other automatic driving technology enterprises facing L4 route also use inertial navigation as standard hardware for automatic driving.
Inertial navigation (INS) is a navigation device based on Newton’s law of mechanics, which uses inertial measurement unit (IMU) to measure the acceleration and angular velocity of the carrier, combined with the given initial motion conditions, so as to calculate the parameters such as speed, position and attitude in real time. Inertial navigation system is expected to become an essential key component in high-precision positioning of autopilot by virtue of its autonomy.
Risk statement
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc
