Follow up comments
On January 7, the Shanghai stock index rose 0.39%, the Shanghai and Shenzhen 300 rose 0.45%, the gem rose 0.35%, and the China Securities 1000 rose 0.67%. Among the 11 primary industry categories of wind11, the indexes of telecom services, information technology and industry increased or decreased by – 0.49%, – 0.37% and – 0.04% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are computers and peripherals, software and information technology services, with increases and decreases of 2.33%, 1.42% and 1.04% respectively; The last three sectors were energy equipment and services, semiconductor products and semiconductor equipment and electrical equipment, with increases and decreases of – 1.09%, – 0.87% and – 0.57% respectively.
In the computer and peripheral equipment sector, one stock rose the limit today, but no stock fell the limit. The top three stocks are Yes Optoelectronics (Group) Co.Ltd(002952) , Dawning Information Industry Co.Ltd(603019) and China Greatwall Technology Group Co.Ltd(000066) , with increases and decreases of 9.99%, 7.90% and 6.41% respectively; The top three stocks were Guangzhou Kingteller Technology Co.Ltd(002177) , Szzt Electronics Co.Ltd(002197) and Shanghai Huaming Intelligent Terminal Equipment Co.Ltd(300462) , with gains and losses of – 7.33%, – 1.84% and – 1.43% respectively.
In the software sector, there was a stock limit today, and there was no stock limit. The top three stocks are Beijing Baolande Software Corporation(688058) , Beijing Kingsoft Office Software Inc(688111) and Zhongfu Information Inc(300659) , with ups and downs of 20.00%, 10.51% and 10.00% respectively; The top three stocks were Kunlun Tech Co.Ltd(300418) , Cubic Digital Technology Co.Ltd(300344) and Perfect World Co.Ltd(002624) , with gains and losses of – 4.97%, – 4.65% and – 3.81% respectively.
In the information technology service sector, two stocks rose the limit today, and no stocks fell the limit. The top three stocks are Hunan Copote Science Technology Co.Ltd(600476) , Beijing Vastdata Technology Co.Ltd(603138) and Yusys Technologies Co.Ltd(300674) , with increases and decreases of 10.00%, 9.99% and 9.69% respectively; The last three stocks were Wonders Information Co.Ltd(300168) , Shenzhen Sunwin Intelligent Co.Ltd(300044) and Brilliance Technology Co.Ltd(300542) , with gains and losses of – 6.32%, – 4.51% and – 4.23% respectively.
In the energy equipment and services sector, there was no stock limit or stock limit today. The top three stocks are Nanjing Develop Advanced Manufacturing Co.Ltd(688377) , Shanghai Sk Petroleum And Chemical Equipment Corporation Ltd(002278) and Shandong Molong Petroleum Machinery Company Limited(002490) , with increases and decreases of 4.72%, 3.09% and 2.44% respectively; The top three stocks were Lanpec Technologies Limited(601798) , Renzhi shares and Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , with gains and losses of – 6.87%, – 5.03% and 4.87% respectively.
There was no stock limit or stock limit in the semiconductor products and semiconductor equipment sector today. The top three stocks are Guangdong Fuxin Technology Co.Ltd(688662) , Shenzhen Mason Technologies Co.Ltd(002654) and Hunan Goke Microelectronics Co.Ltd(300672) , with ups and downs of 12.55%, 10.12% and 7.16% respectively; The top three stocks were Zhejiang Sunoren Solar Technology Co.Ltd(603105) , Zhejiang Mtcn Technology Co.Ltd(003026) and Shenzhen Absen Optoelectronic Co.Ltd(300389) , with gains and losses of – 6.08%, – 5.54% and – 4.18% respectively.
In the electrical equipment sector, two stocks rose the limit today, but no stocks fell the limit. The top three stocks are Harbin Air Conditioning Co.Ltd(600202) , Shanghai Zhezhong Group Co.Ltd(002346) and inbor, with ups and downs of 10.09%, 10.01% and 8.16% respectively; The top three stocks were Qingdao Tgood Electric Co.Ltd(300001) , Ningbo Sanxing Medical Electric Co.Ltd(601567) and Beijing Yupont Electric Power Technology Co.Ltd(688597) , with gains and losses of – 7.45%, – 6.67% and – 5.11% respectively.
Industry highlights
Beijing Winter Olympics hydrogen energy passenger cars were put into use, and industrial policies were implemented one after another (Financial Associated Press)
State Power Investment Group Co., Ltd. recently held the opening ceremony of the hydrogen energy bus for the 2022 Beijing Winter Olympics in Beijing. The hydrogen energy bus and the operation and support team of more than 200 people are ready to provide transportation connection support services for the Yanqing competition area of the Beijing Winter Olympics. At present, the state power investment is building Beijing Centergate Technologies (Holding) Co.Ltd(000931) Yanqing hydrogen energy industrial park. Phase I Yanqing Park hydrogen refueling station and phase II Winter Olympic supporting hydrogen production station have been completed, and phase III R & D and test area is planned to start construction this year.
Since the second half of 2021, the hydrogen energy industry policies have been implemented successively. At the end of August, the five central ministries and commissions jointly launched the work of fuel cell demonstration and application, and defined the specific mechanism of three demonstration and application urban agglomerations and subsidies at the central level. Subsequently, the local government also followed up and issued the industrial planning and supporting subsidy rules. According to China’s hydrogen fuel cell vehicle technology roadmap, the number of hydrogen fuel cell vehicles will reach 50000-100000 in 2025 and 800000-1 million in 2030-2035, mainly trucks, passenger cars and heavy-duty trucks.
The recovery of retired power batteries is “one price a day”, the number of newly registered enterprises has increased 26 times year-on-year, the industry has expanded rapidly, and the bull market of new energy vehicles has spawned a 100 billion recovery market (Financial Associated Press)
In the first November of 2021, the Shanxi Guoxin Energy Corporation Limited(600617) automobile production and sales reached a new high, with a cumulative output of more than 3 million vehicles, a sales volume of nearly 3 million vehicles, and a market penetration rate of 12.7%. According to the prediction of China Automobile Association, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in 2022 is expected to reach 5 million, with a year-on-year increase of 47%. While the production and sales of new energy vehicles are booming, the “last mile” problem faced by the industry – the disposal of retired power batteries is also gradually moving towards the front of the stage.
According to the data of China Automotive Technology Research Center, in 2020, China’s total decommissioned power batteries exceeded 200000 tons, and the market scale reached 10 billion yuan; By 2025, the scale of China’s waste power battery recycling market may exceed 40 billion yuan; By 2030, the recycling of ternary lithium and lithium iron phosphate batteries will become a 100 billion market.
Risk tips
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
