Follow up comments
On April 7, the Shanghai stock index fell 1.42%, the Shanghai and Shenzhen 300 fell 1.28%, the gem composite fell 2.44%, and the China Securities 1000 fell 2.08%. Among the 11 primary industry categories of wind, the indexes of telecommunications services, industry and information technology increased or decreased by – 1.53%, – 2.05% and – 2.25% 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 semiconductor products and semiconductor equipment, with increases and decreases of – 1.07%, – 1.53% and – 1.75% respectively; The last three sectors were information technology services, Internet software and services III and software, with increases and decreases of – 3.53%, – 3.24% and – 2.72% respectively.
In the aerospace and national defense III sector, there was no stock limit today, and there was no stock limit. The top three stocks are Chengdu M&S Electronics Technology Co.Ltd(688311) , Lihang technology and ST Huaxun, with gains and losses of 7.07%, 5.76% and 5.36% respectively; The last three stocks were new equipment, Beijing Unistrong Science & Technology Co.Ltd(002383) and Wuxi Hyatech Co.Ltd(688510) , with gains and losses of – 5.12%, – 4.48% and 3.63% respectively.
In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are China Mobile, China Satellite Communications Co.Ltd(601698) and China Telecom Corporation Limited(601728) , with gains and losses of 0.00%, – 0.34% and – 0.74% respectively; The top three stocks are Dr.Peng Telecom&Media Group Co.Ltd(600804) , Bizconf Telecom Co.Ltd(300578) and Nova Technology Corporation Limited(300921) , with gains and losses of – 5.58%, – 5.18% and – 4.02% respectively.
In the semiconductor products and semiconductor equipment sector, there was no stock limit or stock limit today. The top three stocks are Puya Semiconductor (Shanghai) Co.Ltd(688766) , Zhuhai Orbita Aerospace Science & Technology Co.Ltd(300053) and Foshan Nationstar Optoelectronics Co.Ltd(002449) , with increases and decreases of 3.40%, 3.22% and 1.66% respectively; The top three stocks are Xiamen Changelight Co.Ltd(300102) , Zhenlei technology and Trina Solar Co.Ltd(688599) , with gains and losses of – 9.27%, – 7.71% and – 6.46% respectively.
In the information technology service sector, there was no stock limit today, and one stock fell by the limit. The top three stocks are Tiza Information Industry Corporation Inc(300209) , 3D Tiandi and Avit.Ltd(300264) , with increases and decreases of 5.85%, 4.86% and 4.61% respectively; The top three stocks are Nanling information, Sinodata Co.Ltd(002657) and Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) , with gains and losses of – 10.34%, – 9.98% and – 7.74% respectively.
In the Internet software and service III sector, there was no stock limit or stock limit today. The top three stocks include ST Zhongying, ST Carrey and Aoki, with gains and losses of 4.15%, 3.35% and 2.00% respectively; The top three stocks are Cloud Live Technology Group Co.Ltd(002306) , Everyday Network Co.Ltd(300295) and Capitalonline Date Service Co.Ltd(300846) , with gains and losses of – 9.04%, – 8.56% and – 7.73% respectively.
In the software sector, there is a stock limit today, and there is no stock limit. The top three stocks are Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) , ST youjiu and Fuchun Technology Co.Ltd(300299) , with increases and decreases of 10.12%, 5.31% and 2.74% respectively; The top three stocks are Beijing Egova Co.Ltd(300075) , Northking Information Technology Co.Ltd(002987) and Beijing Advanced Digital Technology Co.Ltd(300541) , with gains and losses of – 13.16%, – 8.97% and – 7.74% respectively.
Industry highlights
Another important lithium battery town is about to emerge! Yunnan Province issued a three-year action plan, pointing to the output value of 100 billion yuan (Financial Associated Press)
The Yunnan Provincial People’s government recently issued a three-year action plan for the development of new energy battery industry (20222024): strive to achieve an output value of 20 billion yuan, 50 billion yuan and 100 billion yuan respectively by 2022, 2023 and 2024, with an average annual output value growth of more than double.
The advantage of the new energy battery industry developed in Yunnan Province lies in the abundant reserves of lithium ore, phosphate rock and other resources, and the abundant green energy of hydropower. For this reason, the plan proposes to focus on new energy battery materials. By 2024, the industrial scale of key materials of new energy batteries will grow significantly, and the market share of ferrophosphate, high nickel, manganese positive materials and wet diaphragm materials in China will increase steadily, forming a capacity scale of 1 million tons of positive materials, 500000 tons of negative materials, 1.5 billion square meters of battery diaphragm, 200000 tons of electrolyte and 90000 tons of copper foil.
Cathode materials are the key products of Yunnan Province in the future. According to the plan, give play to the advantages of phosphorus and manganese chemical industry in the province, take the development of phosphorus and manganese cathode materials as an important measure to promote the fine chemical industry chain, and focus on the development of lithium iron phosphate, lithium manganese phosphate, lithium manganese iron phosphate, ternary (nickel cobalt manganese) and other cathode materials.
[radio and television 5g trademark] 12 latest trademark registration applications, China Radio and television 5g brand is coming!? (Financial Associated Press)
Since China Radio and Television Network Group Co., Ltd. (hereinafter referred to as “China Radio and Television Group”) won the 5g network commercial license uniformly issued by the Ministry of industry and information technology on June 6, 2019, it is about to usher in the third anniversary. The official commercial use of its radio and television 5g is still under close preparation, and the expected radio and television “192” mobile number section can be released for operation this year
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
