Follow up comments
On March 15, the Shanghai stock index fell 4.95%, the CSI 300 fell 4.57%, the gem composite fell 3.50%, and the CSI 1000 fell 4.81%. Among the 11 primary industry categories of wind11, the indexes of telecommunications, information technology and industrial services increased or decreased by – 3.64%, – 3.89% and – 4.56% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are semiconductor products and semiconductor equipment, electrical equipment and diversified telecommunications services, with increases and decreases of – 3.09%, – 3.22% and – 3.64% respectively; The last three sectors were energy equipment and services, media III and machinery, with increases and decreases of – 8.32%, – 5.71% and – 5.02% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit today, and two stocks fell by the limit. The top three stocks are Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Kingsemi Co.Ltd(688037) and 3Peak Incorporated(688536) , up and down by 3.43%, 3.37% and 3.28% respectively; The top three stocks are Cambricon Technologies Corporation Limited(688256) , Changzhou Galaxy Century Microelectronics Co.Ltd(688689) and Zhejiang Sunoren Solar Technology Co.Ltd(603105) , with gains and losses of – 18.38%, – 11.44% and – 10.03% respectively.
In the electrical equipment service sector, two stocks rose by the limit and six stocks fell by the limit today. The top three stocks are Taihai Manoir Nuclear Equipment Co.Ltd(002366) , Wankong Zhizao and Ginlong Technologies Co.Ltd(300763) , with gains and losses of 10.02%, 9.99% and 3.91% respectively; The top three stocks are Beijing Yupont Electric Power Technology Co.Ltd(688597) , Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) and Shenzhen Everbest Machinery Industry Co.Ltd(002980) , with gains and losses of – 11.02%, – 10.41% and – 10.01% respectively.
In the diversified telecom service sector, there was no stock limit today, and one stock fell by the limit. The top three stocks are Dr.Peng Telecom&Media Group Co.Ltd(600804) , Bizconf Telecom Co.Ltd(300578) and China Telecom Corporation Limited(601728) , with increases and decreases of 2.85%, – 1.23% and – 1.76% respectively; The top three stocks are Servyou Software Group Co.Ltd(603171) , China United Network Communications Limited(600050) and China Satellite Communications Co.Ltd(601698) , with gains and losses of – 10.00%, – 5.52% and – 4.94% respectively.
In the energy equipment and services sector, there was no stock limit today, and two stocks fell by the limit. The top three stocks are Nanjing Develop Advanced Manufacturing Co.Ltd(688377) , Suzhou Douson Drilling&Production Equipment Co.Ltd(603800) and Renzhi shares, with increases and decreases of 5.18%, 5.52% and 5.93% respectively; The top three stocks are Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , Bomesc Offshore Engineering Company Limited(603727) and Yantai Jereh Oilfield Services Group Co.Ltd(002353) , with gains and losses of – 10.00%, 9.93% and 9.75% respectively.
In the media III sector, there is no stock trading limit and no stock falling limit today. The top three stocks are Xi’An Global Printing Co.Ltd(002799) , Chengdu B-Ray Media Co.Ltd(600880) and Col Digital Publishing Group Co.Ltd(300364) , with increases and decreases of 4.92%, 1.28% and 0.09% respectively; The top three stocks are Jiangsu Phoenix Publishing & Media Corporation Limited(601928) , Time Publishing And Media Co.Ltd(600551) and Inner Mongolia Xinhua, with gains and losses of – 10.00%, – 9.87% and – 9.04% respectively.
In the machinery sector, two stocks rose and four fell today. The top three stocks are Luoyang Northglass Technology Co.Ltd(002613) , Ife Elevators Co.Ltd(002774) and Zhejiang Dibay Electric Co.Ltd(603320) , up and down by 10.03%, 9.98% and 4.67% respectively; The top three stocks are Ningbo Water Meter (Group) Co.Ltd(603700) , Gl Tech Co.Ltd(300480) and Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) , with gains and losses of – 10.01%, – 10.00% and – 9.99% respectively.
Industry highlights
Dajiang was blocked by figma, and the domestic software has a good prospect supported by policies (Financial Associated Press)
Recently, various sources said that Dajiang was blocked by American software company figma. Figma is the top one-stop collaborative design software / browser based collaborative UI design tool in the United States, with a current valuation of more than $10 billion. Due to its strong synergy, figma has been popular among Chinese designers for a long time and has become the “infrastructure” of enterprises represented by the Internet. In recent years, a number of policies have been issued at the national level to support the development and application of industrial software and speed up the filling of technical shortcomings. The outline of the 14th five year plan clearly stipulates that we should actively and steadily develop the industrial Internet and speed up the completion of bottlenecks and shortcomings such as basic software. China’s provinces and cities have also successively released the policy content of industrial software, referring to accelerating the digital transformation of manufacturing industry, accelerating the research and development of industrial software, strengthening the development of industrial app, etc.
Concept stocks erupt again! Digital identity welcome, three investment mainlines resonate (Financial Associated Press)
Recently, when attending a press conference and answering questions from Chinese and foreign reporters, Premier Li Keqiang said that we will implement a policy this year, that is, to electronize people’s commonly used ID cards. Boosted by the news, the electronic ID card sector has strengthened day after day, and individual stocks have also risen in a large area. As of noon today (March 14), Linewell Software Co.Ltd(603636) recorded two consecutive boards. With the gradual popularization and application of all kinds of electronic licenses in recent years, the electronic license industry has ushered in development opportunities, and the digital identity will also expand its application scenarios. The related businesses of government affairs, finance, medical treatment, operators and other industries are expected to achieve linkage benefits.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
