Market Review
Last week, the CSI 300 index rose 0.39%, the SME board index rose 2.58%, the gem index rose 1.87%, and the computer (CITIC) sector rose 1.50%. The top five stocks in the sector were: Newcapec Electronics Co.Ltd(300248) , Beijing Egova Co.Ltd(300075) , Beijing Zuojiang Technology Co.Ltd(300799) , China Security Co.Ltd(600654) , Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) ; The top five declines were: Jiangsu Hoperun Software Co.Ltd(300339) , Fujian Start Group Co.Ltd(600734) , Beijing Longruan Technologies Inc(688078) , Qiming Information Technology Co.Ltd(002232) , Thunder Software Technology Co.Ltd(300496) .
Industry highlights
5g will become a new engine of economic growth
The chip supply of Chinese automobile enterprises has improved, and the automobile production and sales have recovered
Shanghai Municipal Commission of economy and information technology: strengthening the forward-looking research and development of the basic ability of the core technology at the bottom of the meta universe
Guo Ping, chairman in office of Huawei: in 2022, we should increase the investment in “Hongmeng + Euler” to provide the world with a second choice
Company dynamics
Jiangsu Hoperun Software Co.Ltd(300339) : the company received a dividend of 120000000.00 yuan from the wholly-owned subsidiary Jieke Zhicheng
Unisplendour Corporation Limited(000938) : the substantive merger and reorganization of Ziguang group, the indirect controlling shareholder of the company, was approved
Beijing Unistrong Science & Technology Co.Ltd(002383) : Zhongrui Holdings has paid 420338787.00 yuan of equity transfer to the company on schedule
Beijing Highlander Digital Technology Co.Ltd(300065) : the company obtained the letter of acceptance issued by Dongfeng International Tendering Co., Ltd., with a total bid winning amount of 20.00193 million yuan
This week’s view
Recently, the central network security and Information Technology Commission issued the National Informatization Plan for the 14th five year plan. 2022 is undoubtedly a key year for the 14th five year plan to connect the past and the future. As an important industry integrating national strategy, scientific and technological reform and model upgrading, the computer industry will usher in deterministic opportunities. After long-term prospective and in-depth industrial research and analysis, Minsheng computer team officially released the top ten forecasts for 2022.
Risk tip: the implementation progress of localization, intelligence and cloud is less than expected.
