Market Review
This week (3.13-3.18), the CSI 300 index fell 0.94%, the SME board index fell 1.67%, the gem index rose 1.81%, and the computer (CITIC) sector fell 0.71%. The top five stocks in the sector were: Linewell Software Co.Ltd(603636) , Avcon Information Technology Co.Ltd(300074) , Chengdu Jafaantai Education Technology Co.Ltd(300559) , Fujian Start Group Co.Ltd(600734) , diweixun; The top five declines were: Espressif Systems (Shanghai) Co.Ltd(688018) , Beijing E-Techstar Co.Ltd(300513) , baolunde, Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) , Julong shares.
Industry highlights
Guangdong Province: build a provincial data trading place and a big data center in Dawan District, Guangdong, Hong Kong and Macao
Central bank and other ministries and commissions and Zhejiang Provincial Government: support eligible regions to carry out digital RMB pilot
Microsoft azure officially launched its fifth data center in China
Intel will invest 17 billion euros to build a chip factory in Germany
Company dynamics
No more than 120% of the total shares of the company to be held by shareholders of the company shall not exceed 120 ඳඳඳඳඳඳඳඳඳඳඳඳඳඳ35
Embedway Technologies (Shanghai) Corporation(603496) : Shen Zhenyu, Hu Deyong and Wang Xiang, the controlling shareholders of the company, intend to transfer 14000000 shares of the company, accounting for 6.14% of the total share capital of the company, to Mingyuan Xinchuang No. 1
Suzhou Medicalsystem Technology Co.Ltd(603990) : the company has received 444891158 yuan of various government subsidies, accounting for 10.60% of the audited net profit of the company in the latest fiscal year
Fujian Apex Software Co.Ltd(603383) : the share proportion of “Jinshi investment” held by shareholders holding more than 5% decreased from 9.61% to 8.61%
This week’s view: Recently, events such as the prohibition of Dagang technology figma software, the prohibition of Oracle / SAP in Russia and the “listing” of shengmei semiconductor have once again sounded the alarm of the security of the basic software and hardware supply chain. In the context of the increasingly tense external situation, with the backdrop of the increasingly tense external situation, the demand for localization of basic software and hardware is pressing, and the need for localization of basic hardware and software is pressing. In the context of the increasingly tense external situation, the need for localization of basic hardware and software is pressing. Continue to recommend the related targets of domestic basic hardware and software. Continue to recommend the Beijing Kingsoft Office Software Inc(688111) \ , Troy Information Technology Co.Ltd(300366) , Wondershare Technology Group Co.Ltd(300624) , etc.
Risk tip: the R & D Progress of domestic software products is less than expected, and the uncertainty of overseas trade is intensified.
