Market Review
This week (4.6-4.8), the CSI 300 index fell 1.06%, the SME board index fell 2.14%, the gem index fell 3.64%, and the computer (CITIC) sector fell 3.77%. The top five stocks in the sector were: Yunnan Nantian Electronics Information Co.Ltd(000948) , St Carrey, Beijing Longruan Technologies Inc(688078) , Santai holdings, Hangzhou Todaytec Digital Co.Ltd(300743) ; The top five declines were: Sinodata Co.Ltd(002657) , Dongfang Wangli, Chengdu Jafaantai Education Technology Co.Ltd(300559) , Beijing Egova Co.Ltd(300075) , Wondershare Technology Group Co.Ltd(300624) .
Industry highlights
China’s first digital RMB payment project settlement transaction was completed in Suzhou
China network security industry innovation and development alliance established
The central network information office led the special action of “Qinglang · 2022 algorithm comprehensive treatment”
Five departments: further strengthen the construction of safety system of new energy vehicle enterprises
Company dynamics
Navinfo Co.Ltd(002405) : cooperation with Honeywell in automotive electronic chip and other fields
Beijing Watertek Information Technology Co.Ltd(300324) : the company transfers 30% share of Ningbo Jingxuan to Guangwei technology. After the transfer is completed, the company no longer holds the share of Ningbo Jingxuan
Linkage Software Co.Ltd(688588) : the company plans to terminate the restricted stock incentive plan in 2021
Zhejiang Dahua Technology Co.Ltd(002236) : the company signed a strategic cooperation agreement with Hengfeng information. The two sides will carry out close cooperation in industries such as smart city, culture, education and health
This week’s view: China Mobile will again conduct the first phase of centralized procurement of PC servers from 2021 to 2022. We believe that Kunpeng’s national industrialized servers are expected to play an important role in it. With the rise of Huawei Kunpeng industrial chain, Huawei’s national manufactured digital base, including software and hardware, is expected to play an important role in industry information innovation and continue to grow and strengthen in market-oriented competition. It is suggested to focus on Talkweb Information System Co.Ltd(002261) (Xiangjiang Kunpeng), Digital China Group Co.Ltd(000034) , as well as the core partners of Huawei Kunpeng industrial chain basic software Beijing Vastdata Technology Co.Ltd(603138) , Beijing Tongtech Co.Ltd(300379) , Beijing Supermap Software Co.Ltd(300036) , etc.
Risk tip: the landing of industry Xinchuang is less than expected, and the landing of Huawei Kunpeng industrial chain is less than expected.
