Market Review
This week (3.21-3.25), the CSI 300 index fell 2.14%, the SME board index fell 2.46%, the gem index fell 2.80%, and the computer (CITIC) sector fell 3.77%. The top five stocks in the sector were: ST soling, Tiza Information Industry Corporation Inc(300209) , Silkroad Visual Technology Co.Ltd(300556) , ST Boxin, Chengdu Jafaantai Education Technology Co.Ltd(300559) ; The top five declines were: Xinjiang Sailing Information Technology Co.Ltd(300588) , Yimikang Tech.Group.Co.Ltd(300249) , Linewell Software Co.Ltd(603636) , Shanghai Dragonnet Technology Co.Ltd(300245) , Surfilter Network Technology Co.Ltd(300311) .
Industry highlights
Evaluation report of global computing power index: China’s computing power has entered the ranks of global leaders
Central bank: study and establish rules and mechanisms such as intelligent algorithm, information disclosure and risk assessment
“Radish run” automatic driving travel service landed in Wuzhen
Ministry of industry and information technology: accelerating the road test and demonstration of intelligent networked vehicles
Company dynamics
Maxvision Technology Corp(002990) : the company’s Xiaoshan airport project has been delivered and accepted by the customer, and the contract amount is 13677668800 yuan
Tiandi Science & Technology Co.Ltd(600582) : the company plans to spin off its holding subsidiary Tianma Zhikong to be listed on the science and innovation board
Digital China Group Co.Ltd(000034) : the company won the “framework agreement on centralized procurement of artificial intelligence general computing equipment for China Mobile from 2021 to 2022”, with a bid winning amount of 104368 million yuan
Richinfo Technology Co.Ltd(300634) : the company recently obtained two invention patent certificates issued by the State Intellectual Property Office
This week’s view
The smart mining industry has entered a stage of rapid development and has broad market prospects. Three factors have contributed to the high outlook of the industry: clear policies for increasing production and long-term cooperation, and a significant increase in short-term profits of coal mining enterprises; Huawei plans smart mines and promotes the process of industry standardization; The state continues to formulate relevant policies on mine safety and intelligent production. The fine coal and safety management under the three mountains will be the main line in the future, and the further modification of the recent “coal safety regulations” will enhance the certainty of the smart mine. Key recommendations include Chongqing Mas Sci.& Tech.Co.Ltd(300275) , Hefei Gocom Information Technology Co.Ltd(688367) , Beijing Longruan Technologies Inc(688078) , Uroica Precision Information Engineering Co.Ltd(300099) , Zhengzhou Coal Mining Machinery Group Co.Ltd(601717) , Tiandi Science & Technology Co.Ltd(600582) and China Coal Energy Company Limited(601898) .
Risk tip: the promotion of intelligent mines is less than expected, and the profitability of coal enterprises decreases
