Follow up comments
On April 13, the Shanghai stock index fell 0.82%, the Shanghai and Shenzhen 300 fell 0.96%, the gem composite fell 2.39%, and the China Securities 1000 fell 2.00%. Among the 11 primary industry categories of wind, the indexes of telecommunications services, industry and information technology increased or decreased by – 0.32%, – 1.68% and – 2.43% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are energy equipment and services, diversified telecommunications services and electrical equipment, with increases and decreases of 0.13%, – 1.70% and – 1.88% respectively; The last three sectors were information technology services, media III and software, with increases and decreases of – 3.53%, – 3.41% and – 3.03% respectively.
In the energy equipment and services sector, there was no stock limit or stock limit today. The top three stocks are Renzhi shares, Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) and Tong Petrotech Corp(300164) , with increases and decreases of 10.00%, 5.60% and 3.28% respectively; The top three stocks are Lanpec Technologies Limited(601798) , Jiangsu Rutong Petro-Machinery Co.Ltd(603036) and Nanjing Develop Advanced Manufacturing Co.Ltd(688377) , with gains and losses of – 3.33%, – 2.87% and – 2.85% respectively. In the diversified telecommunications service sector, there was no stock limit or stock limit today. The top three stocks are China Mobile, China Telecom Corporation Limited(601728) and China United Network Communications Limited(600050) , with gains and losses of 1.83%, 0.50% and – 0.28% respectively; The top three stocks are Bizconf Telecom Co.Ltd(300578) , Nova Technology Corporation Limited(300921) and Net263 Ltd(002467) , with gains and losses of 6.15%, 5.49% and 5.29% respectively.
In the electrical equipment sector, one stock rose by the limit today, but no stock fell by the limit. The top three Shanghai Step Electric Corporation(002527) , Guangzhou Haoyang Electronic Co.Ltd(300833) and Guangdong Greenway Technology Co.Ltd(688345) , with increases and decreases of 10.05%, 6.05% and 3.04% respectively; The top three stocks are Shenzhen Xinyichang Technology Co.Ltd(688383) , Inventronics (Hangzhou) Inc(300582) and Taikang Xinneng, with gains and losses of – 6.77%, – 6.75% and – 6.27% 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 Cosco Shipping Technology Co.Ltd(002401) , Hunan Copote Science Technology Co.Ltd(600476) and Beijing Aerospace Changfeng Co.Ltd(600855) , up and down by 8.73%, 5.61% and 3.20% respectively; The top three stocks are Shanghaichengdiconstructioncorporationltd(603887) , Suna Co.Ltd(002417) and Newcapec Electronics Co.Ltd(300248) , with gains and losses of – 10.01%, – 9.26% and – 8.61% respectively.
In the media III sector, one stock rose by the limit and five stocks fell by the limit today. The top three stocks are Dasheng Times Cultural Investment Co.Ltd(600892) , Inly Media Co.Ltd(603598) and Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , up and down by 9.97%, 6.09% and 2.03% respectively; The top three stocks are China United Travel Co.Ltd(600358) , Chengdu B-Ray Media Co.Ltd(600880) and Visual China Group Co.Ltd(000681) , with gains and losses of – 10.04%, – 10.03% and – 10.02% respectively.
In the software sector, one stock rose by the daily limit and one stock fell by the daily limit. The top three stocks are Shenzhen Bingchuan Network Co.Ltd(300533) , Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) and Fujian Apex Software Co.Ltd(603383) , with increases and decreases of 19.98%, 9.72% and 3.48% respectively; The top three stocks are Hangzhou Electronic Soul Network Technology Co.Ltd(603258) , Global Infotech Co.Ltd(300465) and Kaiser (China) Culture Co.Ltd(002425) , with gains and losses of – 10.00%, – 9.61% and – 9.38% respectively.
Industry highlights
Ministry of industry and information technology: it will continue to improve the construction of national industrial Internet big data center (Financial Associated Press)
The Ministry of industry and information technology issued the 2022 work plan of the industrial Internet special working group, which will continue to improve the construction of the national industrial Internet big data center and comprehensively promote the construction of regional and industrial sub centers. Specific measures include accelerating the construction of 5g full connection factory. Support industrial enterprises to comprehensively use edge computing and other technologies to improve the networking level of all production links. We will continue to build a private Internet platform system for the energy industry. Based on the private network platform, strengthen the convergence of economic and consumption indicators in the energy industry.
China Mobile launched 5g new call to define the call products in the 5g era (Cailian) — China Mobile launched 5g new call on the 12th to define the call products in the 5g era. 5g new call has four advantages: ultra-low delay, ultra clear image quality, no traffic and one click video. During the trial commercial period, 5g video calls will be charged on time and for a long time (by minutes) without traffic charge. From May 1, the voice minutes in 5g package will be upgraded to the minutes that can be used for 5g new calls, which can be used for audio and video calls without restrictions.
The core application of 5g new call “ultra clear voice” is the ultimate solution for the integration of audio and video services based on vonr technology. This technology enables voice, video and data services to be carried on 5g network, and makes use of 5g’s large bandwidth and low delay characteristics, so as to bring a better call experience. The organization pointed out that vonr is the target scheme of the operator’s voice service under the 5g independent networking architecture. Its large-scale business needs the 5g network to form continuous and high-quality coverage, which is a milestone..
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
