Market Review
This week (4.11-4.15), the CSI 300 index fell 0.99%, the SME board index fell 3.34%, the gem index fell 4.26%, and the computer (CITIC) sector fell 4.76%. The top five stocks in the sector were: Hunan Creator Information Technologies Co.Ltd(300730) , New Trend International Logis-Tech Co.Ltd(300532) , Chengdu Yunda Technology Co.Ltd(300440) , Beijing E-Techstar Co.Ltd(300513) , Fujian Apex Software Co.Ltd(603383) ; The top five declines were: Dongfang Wangli, Beijing Baolande Software Corporation(688058) , Julong shares, Hangzhou Todaytec Digital Co.Ltd(300743) , Global Infotech Co.Ltd(300465) .
Industry highlights
Tsinghua has realized 100 km quantum direct communication for the first time, which is conducive to intercity quantum direct communication
Jiangsu Province has issued the 5g application “pilot” action plan, and the penetration rate of 5g individual users will exceed 50% in 2024
National Development and Reform Commission: it is expected that during the 14th Five Year Plan period, the investment in big data center will increase by more than 20% every year
Intel spent $3 billion to expand D1X plant
Company dynamics
Si-Tech Information Technology Co.Ltd(300608) : according to the news on April 11, the shareholders of the company Zhongsheng Huayu, Tianyi Ruitai, Yuhe Hongxiang and Zhongsheng Hongxiang plan to reduce a total of T&S Communications Co.Ltd(300570) 0 shares of the company by means of centralized bidding transaction, accounting for 1.43% of the total share capital of the company.
Topsec Technologies Group Inc(002212) : on April 13, the company plans to grant 7127035 million stock options to incentive objects, accounting for about 6.01% of the total share capital of the company.
Guangdong Aofei Data Technology Co.Ltd(300738) : on April 14, the company plans to participate in the investment and establishment of industrial investment fund. The company decides to subscribe 10 million yuan and hold 24.39% of the partnership.
This week’s view: network security is an important part of Xinchuang. In recent years, the prosperity of network security industry is closely related to Xinchuang industry. Since this year, both government Xinchuang and industry Xinchuang will enter a new stage of development, and the adjustment of fully undervalued network security sector is expected to usher in a new round of opportunities. Focusing on the leading network security vendors: the 6885 Qi An Xin Technology Group Inc(688561) \ , CICA security, Beijing Infosec Technologies Co.Ltd(688201) , Beijing Certificate Authority Co.Ltd(300579) , and other encryption security enterprises.
Risk tip: the competition pattern of network security is intensifying; The R & D investment continued to be high, and the profit was less than expected; The promotion of Xinchuang was less than expected.
