Market review: this week (3.21-3.25), the CSI 300 index fell 2.14% and the computer index fell 3.77%.
Zhou viewpoint: looking for the direction of high prosperity in the first quarter report
(1) there are still highlights in the performance express of the computer sector. The performance express of listed companies has been disclosed successively. As of March 27, 70 computers have disclosed the performance express of 2021. In terms of income, there are 8 companies with a growth rate of more than 50%, 14 companies with a growth rate of 30% – 50%, and 34 companies with a profit growth rate of 0% – 30%; In terms of profits, there are 10 companies with a growth rate of more than 50%, 6 companies with a growth rate of 30% – 50% and 21 companies with a growth rate of 0% – 30%. According to the disclosed express report, the sectors with good prosperity include industry information innovation, military informatization, intelligent networked automobile and industrial Internet.
(2) pay attention to the track with high outlook in the first quarter
Industry information and Innovation: under the background of accelerating the development of Digital China, the strategic significance of information and innovation industry is particularly prominent. From the aspects of demand, policy, technology and industrial basic ecology, it has the conditions for comprehensive promotion of the industry. Among them, financial innovation is expected to accelerate, and Dawning Information Industry Co.Ltd(603019) , Beijing Seeyon Internet Software Corp(688369) , Beijing Infosec Technologies Co.Ltd(688201) , Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) and other companies benefit.
Military informatization: continue to be optimistic about the development of remote sensing satellite application field during the 14th Five Year Plan period. In 2021, Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) revenue, profit and orders have made brilliant achievements, which is expected to continue in 2022.
Intelligent networked vehicle: the penetration of “electrification, intelligence and networking” of vehicles is accelerated. With the reform of automotive electronic and electrical architecture, it will drive the reconstruction of industrial value chain, and the software companies represented by Thunder Software Technology Co.Ltd(300496) will fully benefit.
Industrial Internet: Industrial Internet is an important tool to promote the digital transformation of industrial enterprises. Driven by policies, technology and external environment, China’s industrial Internet will usher in a period of accelerated development.
Investment advice
(1) an industry driven by an industry letter: an industry driven by a creative industry: an industry of industry ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ”industry’ ” ” ” ” ” ” ”industry’ ” ” ” ”s faith: a recommendation to recommend ‘ Dawning Information Industry Co.Ltd(603019) 019′ ” ”’s recommendation for a recommendation for a ‘ Dawning Information Industry Co.Ltd(603019) 0199 \ etc.
(2) financial it: recommend Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , Shenzhen Fortune Trend Technology Co.Ltd(688318) , Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) , etc.
(3) industrial Internet: the Internet of the industry: the Internet of the industry: the Internet of the industry: the Internet of the industry: the recommendation: the recommendation: the recommendation of the ‘ Beijing United Information Technology Co.Ltd(603613) , Guangzhou Sie Consulting Co.Ltd(300687) , Shenzhen Huaqiang Industry Co.Ltd(000062) , Longshine Technology Group Co.Ltd(300682) , etc.
(4) intelligent Internet connected vehicles: recommend Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Beijing Tricolor Technology Co.Ltd(603516) , China Transinfo Technology Co.Ltd(002373) , and the beneficiaries include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) , etc.
(5) energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Runa Smart Equipment Co.Ltd(301129) , and benefit targets include Ygsoft Inc(002063) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) , etc.
(6) military metauniverse: recommended Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Tricolor Technology Co.Ltd(603516) , Beijing Supermap Software Co.Ltd(300036) .
Risk warning: policy promotion is not as expected; It investment is less than expected; Industry competition intensifies.
