Market Review
This week (4.18-4.22), the CSI 300 index fell 4.19%, the SME board index fell 3.64%, the gem index fell 6.66%, and the computer (CITIC) sector fell 5.95%. The top five stocks in the sector were:
ST Shida, Julong shares, Beijing Longruan Technologies Inc(688078) , ST soling, ST Boxin; .
Industry highlights
Byte jump cuts into the large screen, and the original hammer technology team cooperates with Konka to develop a new smart screen system
The Ministry of industry and information technology will launch the pilot cities of comprehensive electrification of vehicles in the public domain
Company dynamics
Keda automatic control: the company won the bid for the vehicle operation technology security system project of Pingzhuang Coal open pit mine in lot 001
Zhejiang Dahua Technology Co.Ltd(002236) : the company’s application for non-public offering of shares has been examined and approved by the CSRC
This week’s view
Computer has the dual advantages of strong national strategic support (government work report, Shenzhen Reform Commission meeting and other high-level meetings or policy support) and institutional positions at a historically low level. More importantly, most of the leading enterprises in the computer industry have a certain market value and volume liquidity, are widely recognized by the market, have a better competitive pattern advantage and roe level, and most of them are at a historically low valuation level, This is the key to the real attractiveness of the sector. At the same time, positive marginal improvement signals are emerging in every segment, and positive signals of marginal improvement are emerging in every segment. The tap is expected to benefit directly from the positive signals of marginal improvement. The tap is expected to benefit directly, with the focus on Hongda Xingye Co.Ltd(002002) 415 , Beijing Shiji Information Technology Co.Ltd(002153) , Thunder Software Technology Co.Ltd(300496) , Sangfor Technologies Inc(300454) , Zhejiang Supcon Technology Co.Ltd(688777) , Inspur Electronic Information Industry Co.Ltd(000977) , Qi An Xin Technology Group Inc(688561) and other leading enterprises.
Risk tip: the development of the industry is less than expected, the competition in the industry is intensified, and there is some uncertainty in the change of technical route.
