Follow up comments
On March 29, the Shanghai stock index fell 0.33%, the Shanghai and Shenzhen 300 fell 0.35%, the gem composite fell 0.68%, and the China Securities 1000 fell 0.61%. Among the 11 primary industry categories of wind11, telecom services, industry and information technology and index achieved – 0.49%, – 0.82% and – 1.69% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are aerospace and national defense III, diversified telecommunications services and media III, with increases and decreases of 0.57%, – 0.49% and – 0.97% respectively; The last three sectors were energy equipment and services, information technology services and communication equipment III, with increases and decreases of – 2.02%, – 02.00% and – 1.98% 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, North Industries Group Red Arrow Co.Ltd(000519) and Huaxun Fangzhou Co.Ltd(000687) , with increases and decreases of 10.00%, 5.09% and 5.08% respectively; The top three stocks are Chengdu Rml Technology Co.Ltd(301050) , Beijing Starneto Technology Co.Ltd(002829) and Changchun Up Optotech Co.Ltd(002338) , with gains and losses of – 4.28%, – 3.54% and – 3.45% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are China Telecom Corporation Limited(601728) , China Satellite Communications Co.Ltd(601698) and China Mobile, with gains and losses of 0.00%, – 0.26% and – 0.29% respectively; The top three stocks are Bizconf Telecom Co.Ltd(300578) , Net263 Ltd(002467) and Nova Technology Corporation Limited(300921) , with gains and losses of – 4.15%, – 2.35% and – 1.88% respectively.
In the media III sector, there is no stock trading limit and no stock falling limit today. The top three stocks are Col Digital Publishing Group Co.Ltd(300364) , Guangdong Insight Brand Marketing Group Co.Ltd(300781) and Shenzhen Liantronics Co.Ltd(300269) , up and down by 6.90%, 3.83% and 3.56% respectively; The top three stocks are Duzhe Publishing&Media Co.Ltd(603999) , Chengdu B-Ray Media Co.Ltd(600880) and Guizhou Bc&Tv Information Network Co.Ltd(600996) , with gains and losses of – 5.97%, – 4.98% and – 4.93% respectively.
In the energy equipment and service sector, there was no stock limit or stock limit today. The top three stocks are Cnooc Energy Technology & Services Limited(600968) , Suzhou Douson Drilling&Production Equipment Co.Ltd(603800) and Shanghai Sk Petroleum And Chemical Equipment Corporation Ltd(002278) , with increases and decreases of 1.53%, 0.00% and 0.00% respectively; The top three stocks are Deshi shares, Nanjing Develop Advanced Manufacturing Co.Ltd(688377) and Tong Petrotech Corp(300164) , with gains and losses of – 4.38%, – 3.74% and – 3.53% respectively.
In the information technology service sector, one stock rose by the limit and one stock fell by the limit today. The top three stocks are Sinodata Co.Ltd(002657) , Shenzhen Farben Information Technology Co.Ltd(300925) and Tiza Information Industry Corporation Inc(300209) , with increases and decreases of 10.01%, 5.72% and 5.12% respectively; The top three stocks are Huashi technology, Enjoyor Technology Co.Ltd(300020) and Beijing Asiacom Information Technology Co.Ltd(301085) , with gains and losses of – 9.98%, – 7.44% and – 7.22% respectively.
Three stocks in the communication equipment III sector rose the limit today, but no stocks fell the limit. The top three stocks are Sunsea Aiot Technology Co.Ltd(002313) , Wuhan Fingu Electronic Technology Co.Ltd(002194) and Super Telecom Co.Ltd(603322) , up and down by 10.02%, 10.02% and 9.98% respectively; The top three stocks are Wingtech Technology Co.Ltd(600745) , Leon Technology Co.Ltd(300603) and Shenzhen Kexin Communication Technologies Co.Ltd(300565) , with gains and losses of – 6.09%, – 5.96% and – 5.81% respectively.
Industry highlights
For the first time since the Fukushima nuclear accident in 2011! More than half of Japanese support restarting nuclear power under soaring electricity prices (Financial Associated Press)
According to the survey conducted by Nikkei Shimbun, about 53% believe that if safety can be ensured, the nuclear reactor should be restarted, while 38% believe that it should continue to be shut down. This support rate is higher than 44% in a similar survey last September. For more than a decade, the newspaper has conducted semi regular opinion polls on this issue.
The earthquake and tsunami in 2011 caused Tokyo Electric Power Co The meltdown of three nuclear reactors at the Fukushima Daiichi nuclear power plant is the worst nuclear disaster since the accident at the Chernobyl nuclear power plant.
After that, the nuclear reactor in Japan is still in a dormant state, but most of the people are still worried about its safety.
However, the conflict between Russia and Ukraine has pushed up global energy prices, and the recent earthquake in Japan has led to the shutdown of several gas and thermal power plants, prompting the Japanese government to issue a “power supply warning” for the first time last week and call on households and enterprises to save electricity.
“At present, nuclear power is facing a strong downwind,” Nobuo Tanaka, former director general of the International Energy Agency (IEA), said in an interview with the media on Monday. He also said that if Japan restarted nuclear power, the country’s utility companies could resell excess LNG to Europe.
Japan, which is short of resources, mainly relies on imported fuel for power generation, and is the second largest importer of liquefied natural gas in the world. Therefore, the revival of its nuclear power will have a significant impact on the global natural gas market.
In fact, in the context of global energy shortage, countries from South Korea to Belgium are reassessing the role of nuclear energy to help accelerate the transformation from fossil fuels to clean energy, and the conflict in Europe makes nuclear energy look more attractive.
According to the safety regulations after the Fukushima nuclear accident, only 10 nuclear reactors have been restarted, but Japan needs almost all 33 nuclear reactors to resume operation in order to achieve its 2030 energy target.
Some politicians from the ruling and opposition parties called for speeding up the process, but there are still many obstacles to restarting the work, including obtaining the approval of local governments and the formal security permission of national regulators.
Significant progress has been made in the Hongyanhe project, and “double carbon” has helped the price of nuclear power rise simultaneously (Financial Associated Press)
Cgn Power Co.Ltd(003816) group reported that at 12:34 on March 28, Hongyanhe Nuclear Power Unit 6 loaded nuclear fuel for the first time, a total of 157 groups of components were in place, and the core photography was qualified. The completion of the first loading marks that the unit has officially entered the nuclear commissioning stage of the main system and taken an important step towards completion and operation.
Analysts believe that China’s attitude towards the development of nuclear power is positive and clear, the independent third-generation nuclear power technology is mature, and the nuclear power boom is expected to continue to improve. In the short term, China’s batch construction / nuclear waste reprocessing + medium and long-term fourth-generation nuclear power / nuclear power export is expected to open up the growth space of nuclear power, and is optimistic about companies with high market share and high proportion of nuclear power business in the subdivided field of nuclear power. It is estimated that the construction of nuclear power is expected to advance steadily at the pace of 6-8 units per year. If the investment of each unit is about 20 billion yuan, the average annual investment scale will reach 120160 billion yuan.
Company dynamics
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
