Follow up comments
On March 21, the Shanghai stock index rose 0.08%, the Shanghai and Shenzhen 300 fell 0.17%, the gem rose 0.84%, and the China Securities 1000 rose 1.09%. Among the 11 primary industry categories of wind11, the indexes of information technology, industry and telecommunications services increased or decreased by 1.72%, 2.29% and – 0.53% 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, aerospace and national defense III and electrical equipment, with increases and decreases of 1.08%, 0.88% and 0.88% respectively; The last three sectors were diversified telecommunications services, computers and peripherals and media III, with gains and losses of – 0.53%, – 0.39% and – 0.31% respectively.
In the semiconductor products and semiconductor equipment sector, two stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Wuxi Etek Microelectronics Co.Ltd(688601) , Dongwei semi guide and Puya Semiconductor (Shanghai) Co.Ltd(688766) , with ups and downs of 20.00%, 13.25% and 10.08% respectively; The top three stocks are Ninestar Corporation(002180) , Hangzhou First Applied Material Co.Ltd(603806) and shengmei Shanghai, with gains and losses of – 4.77%, – 3.53% and – 2.88% respectively.
In the aerospace and national defense III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Lihang technology, Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) and Beijing Unistrong Science & Technology Co.Ltd(002383) , with gains and losses of 10.01%, 5.63% and 5.54% respectively; The top three stocks are Changchun Up Optotech Co.Ltd(002338) , China Marine Information Electronics Company Limited(600764) and Aecc Aero-Engine Control Co.Ltd(000738) , with gains and losses of – 2.09%, – 1.41% and – 1.34% respectively.
In the electrical equipment service sector, four stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Beijing Sojo Electric Co.Ltd(300444) , Zhejiang HENGWEI and Zhejiang Mustang Battery Co.Ltd(605378) , with increases and decreases of 20.08%, 10.12% and 10.02% respectively; The top three stocks are Iray Technology Company Limited(688301) , Lanzhou Greatwall Electrical Co.Ltd(600192) and Taihai Manoir Nuclear Equipment Co.Ltd(002366) , with gains and losses of – 4.94%, – 4.45% and – 4.08% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are Bizconf Telecom Co.Ltd(300578) , Nova Technology Corporation Limited(300921) and China Satellite Communications Co.Ltd(601698) , up and down by 5.14%, 3.82% and 1.86% respectively; The bottom three stocks are Dr.Peng Telecom&Media Group Co.Ltd(600804) , China United Network Communications Limited(600050) and China Telecom Corporation Limited(601728) , with gains and losses of – 3.08%, – 1.67% and – 0.49% respectively.
In the computer and peripheral equipment sector, there was no stock limit today, and there was no stock limit. The top three stocks are Netac Technology Co.Ltd(300042) , Fujian Raynen Technology Co.Ltd(603933) and Hangzhou Todaytec Digital Co.Ltd(300743) , with increases and decreases of 4.02%, 2.96% and 2.31% respectively; The top three stocks are Guangzhou Kingteller Technology Co.Ltd(002177) , Dawning Information Industry Co.Ltd(603019) and Zijin storage, with gains and losses of – 5.09%, – 1.98% and – 1.65% respectively.
In the media III sector, there is no stock trading limit and no stock falling limit today. The top three stocks are Zhejiang Huamei Holding Co.Ltd(000607) , Guomai Culture & Media Co.Ltd(301052) and Dasheng Times Cultural Investment Co.Ltd(600892) , with increases and decreases of 7.41%, 7.08% and 5.37% respectively; The top three stocks are Qingdao Citymedia Co.Ltd(600229) , Jiangsu Phoenix Publishing & Media Corporation Limited(601928) and Bluefocus Intelligent Communications Group Co.Ltd(300058) , with gains and losses of – 2.85%, – 2.68% and – 2.28% respectively.
Industry highlights
The policy strongly supports green buildings, which is an important starting point of building energy conservation policy (Finance Associated Press)
Recently, the Ministry of housing and urban rural development issued the “14th five year plan” for building energy conservation and green building development. Previously, the Ministry of housing and urban rural development issued the full text of the mandatory national standard general code for building energy conservation and renewable energy utilization, which will be implemented from April 1. The plan requires that by 2025, the energy-saving transformation area of existing buildings will be more than 350 million square meters, the construction of ultra-low energy consumption and near zero energy consumption buildings will be more than 50 million square meters, and the proportion of prefabricated buildings in new urban buildings in that year will reach 30%.
According to China State Construction Engineering Corporation Limited(601668) Energy Conservation Association, the energy consumption in the construction operation phase accounts for 21.7% of the total national energy consumption. Building energy conservation and emission reduction under the dual carbon target is imperative. BIPV (photovoltaic building integration) represents the development trend of green buildings and has become the direction of strong policy support. Industry insiders believe that two programmatic plans and specifications have been issued one after another, the high-quality and green development in the field of building materials has entered the fast lane, and the fields of building energy conservation and building photovoltaic are important starting points of building energy conservation policies.
Huawei’s first ink screen tablet releases related industrial chains to meet great opportunities (Financial Associated Press)
Recently, Huawei held a new conference of whole house intelligence and whole scene, and released a number of new products. Among them, Huawei’s first ink screen tablet matepadpaper, which previously appeared on mwc2022, has finally been released in China. Matepadpaper has a 10.3-inch eye protection ink screen, equipped with harmony OS2 and standard second-generation m-pencil stylus, which brings convenient note taking function and rich reading resources.
Electronic paper, also known as electronic ink screen, is a display technology, which can imitate the visual impression of printing and writing on paper. This product has the characteristics of flexibility, low power consumption, visual comfort and so on. Electronic paper tablet will be the most potential electronic paper terminal. Previously, Iflytek Co.Ltd(002230) , Guoyue, bigme, Sony and other terminal manufacturers have released large screen electronic paper tablet products, opening a new chapter in the innovative application of electronic paper. According to runto data, the size of the end market of electronic paper market is expected to reach US $72.3 billion (RMB 459 billion) in 2025, with a five-year compound growth rate of 59%.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
