Market Review
Last week, the CSI 300 index fell 2.39%, the SME board index fell 3.47%, the gem index fell 5.42%, and the computer (CITIC) sector fell 3.63%. The top five stocks in the sector were: Shenzhen Emperor Technology Company Limited(300546) , Guangzhou Kingteller Technology Co.Ltd(002177) , Synthesis Electronic Technology Co.Ltd(300479) , Silkroad Visual Technology Co.Ltd(300556) , Beijing Vastdata Technology Co.Ltd(603138) ; The top five declines were: Westone Information Industry Inc(002268) , Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) , Beijing Aerospace Changfeng Co.Ltd(600855) , Hangzhou Hopechart Iot Technology Co.Ltd(688288) , Dbappsecurity Co.Ltd(688023) .
Industry highlights
China Automobile Association: it is difficult for December to have the tail raising effect as in previous years. It is estimated that the automobile sales volume will be about 25.8 million in 2021
The national standard for conductive charging connection device of electric vehicle was officially revised
Mainstream mobile phone manufacturers are running in, and the folding screen industry chain is about to break out
Qualcomm announces cooperation with Microsoft to expand and accelerate ar development
Company dynamics
Chengdu Jafaantai Education Technology Co.Ltd(300559) : the company has obtained 68 software copyrights and 9 patents in 2021
Linewell Software Co.Ltd(603636) : the company obtained 9 invention patent certificates in the fourth quarter of 2021
Haoyun Technologies Co.Ltd(300448) : the company received the letter of acceptance from the centralized procurement center of Xinji municipal government, with a bid winning amount of 10.1595 million yuan
Beijing Egova Co.Ltd(300075) : the company officially released the new “Qiji” driverless intelligent networking grid car
This week’s view
It is noteworthy that the three-year action of state-owned enterprise reform has entered the final stage, and more emphasis has been placed on the importance of the capital market. The characteristics of “people-oriented” and relatively light assets in the computer industry determine that it will enjoy high upward flexibility in the reform dividend of state-owned enterprises. The historical background and strategic positioning of CETC and CEC determine the major mission of the “national team” in the computer industry. Driven by policies, it is expected to usher in huge dividends from deepening reform. It is suggested to pay attention to the listed companies of the two groups, such as Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Cetc Digital Technology Co.Ltd(600850) , Westone Information Industry Inc(002268) , Taiji Computer Corporation Limited(002368) , China Greatwall Technology Group Co.Ltd(000066) , China National Software And Service Company Limited(600536) , and the leading enterprises, such as Inspur Electronic Information Industry Co.Ltd(000977) , Unisplendour Corporation Limited(000938) , under the SASAC.
Risk tip: the implementation progress of localization, intelligence and cloud is less than expected.
