Follow up comments
On January 12, the Shanghai stock index rose 0.84%, the Shanghai and Shenzhen 300 rose 1.00%, the gem rose 2.36%, and the China Securities 1000 rose 1.74%. Among the 11 primary industry categories of wind11, the indexes of industry, information technology and telecommunications services increased or decreased by – 1.71%, 1.47% and – 0.21% respectively.
Among the 13 wind three-level industry categories involved in the science, technology and intelligent equipment industry chain, the top three sectors are electrical equipment, semiconductor products and semiconductor equipment and aerospace and national defense III, with increases and decreases of 3.42%, 2.29% and 1.96% respectively; The last three sectors were diversified telecommunications services, computers and peripherals and communication equipment, with increases and decreases of – 0.21%, 0.46% and 0.66% respectively.
In the electrical equipment sector, 8 stocks rose the limit today, and no stocks fell the limit. The top three stocks are Jinguan Electric Co.Ltd(688517) , Sinostar Cable Co.Ltd(300933) and Shandong Kehui Power Automation Co.Ltd(688681) , with ups and downs of 20.01%, 20.00% and 10.35% respectively; The top three stocks were Shanghai Zhezhong Group Co.Ltd(002346) , Zhongji Innolight Co.Ltd(300308) and Ningbo Sanxing Medical Electric Co.Ltd(601567) , with gains and losses of – 6.11%, – 5.83% and – 4.36% respectively.
There was no stock limit or stock limit in the semiconductor products and semiconductor equipment sector today. The top three stocks are Guoxin technology, Unigroup Guoxin Microelectronics Co.Ltd(002049) and Shenzhen Absen Optoelectronic Co.Ltd(300389) , with increases and decreases of 9.68%, 6.96% and 6.47% respectively; The last three stocks were Maxscend Microelectronics Company Limited(300782) , Zhejiang Sunflower Great Health Limited Liability Company(300111) and Hunan Goke Microelectronics Co.Ltd(300672) , with gains and losses of – 3.83%, – 3.00% and – 2.49% respectively.
In the aerospace and national defense III sector, one stock rose by the limit today, but no stock fell by the limit. The top three stocks are Avic Heavy Machinery Co.Ltd(600765) , Xi’An Triangle Defense Co.Ltd(300775) and Beijing Emerging Eastern Aviation Equipment Co.Ltd(002933) , with ups and downs of 10.00%, 5.70% and 5.45% respectively; The top three stocks were Changsha Jingjia Microelectronics Co.Ltd(300474) , Huaxun Fangzhou Co.Ltd(000687) and Jiangxi Xinyu Guoke Technology Co.Ltd(300722) , with gains and losses of – 2.82%, – 2.72% and – 2.58% respectively.
In the diversified telecom sector, there was no stock limit or stock limit today. The top three stocks are Wuxi Online Offline Communication Information Technology Co.Ltd(300959) , Bizconf Telecom Co.Ltd(300578) and Net263 Ltd(002467) , with increases and decreases of 2.07%, 1.34% and 1.27% respectively; The top three stocks are Nova Technology Corporation Limited(300921) , Dr.Peng Telecom&Media Group Co.Ltd(600804) and China United Network Communications Limited(600050) , with gains and losses of – 1.19%, – 0.79% and – 0.50% 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) , Guangzhou Kingteller Technology Co.Ltd(002177) , Fujian Raynen Technology Co.Ltd(603933) , with increases and decreases of 10.03%, 4.25% and 3.12% respectively; The top three stocks were Ningbo Gqy Video & Telecom Joint-Stock Co.Ltd(300076) , Unisplendour Corporation Limited(000938) and China Greatwall Technology Group Co.Ltd(000066) , with gains and losses of – 2.22%, – 0.52% and – 0.45% respectively.
In the communication equipment sector, there was a stock limit today, and there was no stock limit. The top three stocks are Zhejiang Shengyang Science And Technology Co.Ltd(603703) , Fujian Start Group Co.Ltd(600734) and Tianjin 712 Communication & Broadcasting Co.Ltd(603712) , with increases and decreases of 10.02%, 5.07% and 4.71% respectively; The last three stocks were Eoptolink Technology Inc.Ltd(300502) , Boomsense Technology Co.Ltd(300312) and Beijing Tongtech Co.Ltd(300379) letter, with gains and losses of – 3.86%, – 3.26% and 2.44% respectively.
Industry highlights
The pilot demonstration of network security technology application has been launched, and pilot demonstration projects will be selected from 9 key directions (Financial Associated Press)
The Ministry of industry and information technology, the state network information office and other 12 departments recently jointly issued a notice to organize the pilot demonstration of the application of network security technology, which will meet the network security needs of important industries such as public communication and information services, energy, transportation, water conservancy, emergency management, finance, medical treatment, radio and television, from cloud security, artificial intelligence security, big data security Select a number of pilot demonstration projects with advanced technology and remarkable application results from 9 key directions of “high-precision and cutting-edge” technological innovation platforms such as network security.
According to IDC’s prediction, the investment scale of China’s network security market will reach US $9.78 billion in 2021, and is expected to increase to US $18.79 billion in 2025, with a five-year CAGR of about 17.9%. China’s network security market is expected to benchmark the U.S. market, and leading companies will gradually appear in subdivided fields. At the policy level, China has the same strategic height and a continuously improved legal system; In terms of market scale, the growth rate of China’s network security market is more than twice that of the global market; At the market demand level, the promotion of network attack and defense drills continued to deepen downstream security awareness and demand.
The State Grid plans to start 13 UHV lines this year, with a total investment of 380 billion yuan during the 14th Five Year Plan period (Cailian)
The reporter recently learned exclusively that the approval of UHV projects will be accelerated this year, and all planned projects are expected to be approved. The scale of UHV construction in the next four years is unprecedented. Informed sources told reporters, “in 2022, the State Grid plans to start a total of 13 UHV lines of \’10 AC and 3 DC\’.
According to the interviewed insiders, under the background of carbon peak and carbon neutralization, strengthening grid construction, especially UHV construction, can effectively solve the problems of China’s high proportion of renewable energy grid connection and large-scale allocation across provinces and regions. As an important measure to build a new power system, AC / DC UHV transmission project will become the key investment direction of power grid in the 14th five year plan.
Risk tips
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risk of raw material price rise exceeding expectations, etc.
