Follow up comments
On March 30, the Shanghai stock index rose 1.96%, the Shanghai and Shenzhen 300 rose 2.90%, the gem rose 4.02%, and the China Securities 1000 rose 2.07%. Among the 11 primary industry categories of wind11, the indexes of industry, information technology and telecommunications services increased or decreased by 2.87%, 2.20% and 0.36% respectively.
Among the 13 wind three-level industry categories involved in the technology and intelligent equipment industry chain, the top three sectors are electrical equipment, electronic equipment, instruments and components, and computers and peripherals, with increases and decreases of 4.41%, 2.65% and 2.49% respectively; The last three sectors were energy equipment and services, diversified telecommunications services and information technology services, with increases and decreases of – 0.57%, 0.36% and – 1.17% respectively.
In the electrical equipment sector, four stocks rose by the limit today, and no stocks fell by the limit. The top three stocks are Sichuan Injet Electric Co.Ltd(300820) , Jiangsu Sinojit Wind Energy Technology Co.Ltd(601218) and Baoding Tianwei Baobian Electric Co.Ltd(600550) , with increases and decreases of 16.92%, 10.02% and 9.98% respectively; The top three stocks are Northeast Electric Development Company Limited(000585) , Taihai Manoir Nuclear Equipment Co.Ltd(002366) and Shenzhen Everbest Machinery Industry Co.Ltd(002980) , with gains and losses of – 4.85%, – 3.19% and – 2.74% respectively.
In the electronic equipment, instruments and components sector, two stocks rose the limit today, and no stocks fell the limit. The top three stocks are Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) , Chutian Dragon Co.Ltd(003040) and Nanya New Material Technology Co.Ltd(688519) , with increases and decreases of 10.00%, 10.00% and 8.41% respectively; The top three stocks are Suzhou Gyz Electronic Technology Co.Ltd(688260) , Shenzhen Tvt Digital Technology Co.Ltd(002835) and Jiangxi Firstar Panel Technology Co.Ltd(300256) , with gains and losses of – 4.38%, – 3.65% and – 2.99% 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 Westone Information Industry Inc(002268) , Anker Innovations Technology Co.Ltd(300866) and Netac Technology Co.Ltd(300042) , with increases and decreases of 6.73%, 5.47% and 3.22% respectively; The top three stocks are Vtron Group Co.Ltd(002308) , Fujian Raynen Technology Co.Ltd(603933) and Shenzhen Rapoo Technology Co.Limited(002577) , with gains and losses of – 0.46%, – 0.35% and – 0.00% respectively.
In the energy equipment and service sector, one stock rose the limit today, but no stock fell the limit. The top three stocks are Suzhou Douson Drilling&Production Equipment Co.Ltd(603800) , Nanjing Develop Advanced Manufacturing Co.Ltd(688377) and Bode Energy Equipment Co.Ltd(300023) , up and down by 9.99%, 2.90% and 1.60% respectively; The top three stocks are Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) and Tong Petrotech Corp(300164) , with gains and losses of – 3.11%, – 2.10% and – 2.09% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are Dr.Peng Telecom&Media Group Co.Ltd(600804) , China Satellite Communications Co.Ltd(601698) and Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , with gains and losses of 2.58%, – 1.56% and – 1.07% respectively; The top three stocks are China Mobile, Nova Technology Corporation Limited(300921) and China Telecom Corporation Limited(601728) , with gains and losses of – 0.94%, – 0.90% and 0.25% respectively.
In the information technology service sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Sinodata Co.Ltd(002657) , Jiahe Meikang and Newcapec Electronics Co.Ltd(300248) , with increases and decreases of 9.99%, 6.99% and 5.04% respectively; The top three stocks are China Transinfo Technology Co.Ltd(002373) , chill information and Tiza Information Industry Corporation Inc(300209) , with gains and losses of – 7.65%, – 1.88% and – 1.39% respectively.
Industry highlights
Get the heavy policy blessing! The great development of new energy has spawned a huge energy storage market (Financial Associated Press)
On March 29, the National Energy Administration issued the guidance on energy work in 2022, which mentioned that we should vigorously develop wind power and photovoltaic. Increase efforts to plan and build a new energy supply and consumption system based on large-scale scenery base, supported by clean, efficient, advanced and energy-saving coal power around it, and supported by stable, safe and reliable UHV power transmission and transformation lines. Optimize the layout of offshore wind power, carry out far-reaching demonstration of offshore wind power construction, and steadily promote the construction of offshore wind power bases. Actively promote the construction of water scenery complementary base. Continue to implement the development and construction of roof distributed photovoltaic in the whole county, and strengthen the supervision of the implementation.
In order to ensure the utilization rate of new energy power generation, the construction of supporting energy storage is particularly important. Since this year, more than 20 provinces have defined the allocation and storage proportion of new energy. For example, the policy of Tianjin indicates that the allocation proportion of photovoltaic power generation projects promises to be no less than 10% of the installed capacity of the project and no less than 15% of wind power projects. According to Citic Securities Company Limited(600030) prediction, from 2021 to 2025, the global energy storage market is expected to release 20.1gw, 32.7gw, 52.5gw, 65.3gw and 93.2gw energy storage construction demand respectively with the pace of energy transformation and downstream power demand construction. The huge market demand provides a broad space for the development of new energy storage.
Net information office and other three departments: investigate and deal with tax related illegal and criminal acts such as tax evasion according to law, and make public exposure of typical cases (Financial Associated Press)
The state Internet Information Office, the State Administration of Taxation and the State Administration of Market Supervision issued a notice on further standardizing the profit-making behavior of webcast and promoting the healthy development of the industry to crack down on tax related crimes. Investigate and deal with tax related violations and crimes such as tax evasion according to law, and publicly expose typical cases with serious circumstances, bad nature and strong social response. Intermediaries and relevant personnel who plan for the webcast publisher in violation of laws and regulations and help implement tax evasion shall be severely dealt with and publicly exposed in accordance with the law.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
