Abstract: according to the disclosure of Q1 public offering positions in 2022, the market value of positions in the communication industry increased against the market trend, but it is still in the state of low allocation; Among the communication sub sectors, the growth rate of communication cables and supporting facilities is the fastest relative to the end of 2021, and the proportion of telecom operators is the highest. Track leaders and companies with good performance are favored by the fund.
The first community developer conference after Euler’s official donation was held to release the first full scene long-cycle version of digital infrastructure; Euler ecology has begun to take shape, and industrial commercial applications have accelerated. Euler is gathering more global innovation forces and developing rapidly. The periphery of chip manufacturers and complete machine manufacturers supported by Euler has been expanding, and the co builders are the first to benefit. OSV manufacturers, ISV manufacturers and chip manufacturers are recommended to continue to pay attention.
This week’s view:
Subject matter: 1) disclosure of Q1 public offering positions in 2022, the market value of positions in the communication industry increased against the market trend, but it is still in the state of low allocation; Among the communication sub sectors, the growth rate of communication cables and supporting facilities is the fastest relative to the end of 2021, and the proportion of telecom operators is the highest. Track leaders and companies with good performance are favored by the fund. 2) From April 13 to April 15, 2022, the first community developer conference after Euler’s official donation was held to release the first full scene long-cycle version of digital infrastructure, support four application scenarios such as server, cloud computing, edge computing and embedded, support diversified computing, and strive to provide a safe, stable and easy-to-use operating system. Euler ecology has begun to take shape, and industrial commercial applications have accelerated. Euler is gathering more global innovation forces and developing rapidly. The community has gathered more than 330 partners, with more than 470000 global downloads and more than 55000 PR revenue. The periphery of chip manufacturers and complete machine manufacturers supported by Euler has been expanding, and the co builders are the first to benefit. OSV manufacturers, ISV manufacturers and chip manufacturers are recommended to continue to pay attention.
It is suggested to pay attention to: operators (China Mobile (600941. SH), China Telecom Corporation Limited(601728) , China Mobile (0941. HK)), Internet of things ( Queclink Wireless Solutions Co.Ltd(300590) , Fibocom Wireless Inc(300638) ), connectors ( Suzhou Recodeal Interconnect System Co.Ltd(688800) ), network equipment ( Yealink Network Technology Co.Ltd(300628) ), satellite navigation ( Chengdu M&S Electronics Technology Co.Ltd(688311) ), semiconductors (Weijie Chuangxin), electronic instruments (Puyuan Jingdian).
Market review:
Last week (4.18-4.22), all sub boards were slightly callback due to the impact of the market. At present, the investment style is still defensive. It is recommended to recommend high dividend yield and high-value stocks. It is recommended to continue to pay attention to the disclosure of the company’s annual report and the first quarterly report. Among them, the communication sector dominated by operators is highly defensive, so it is recommended to continue to pay attention. From the whole week (04180422), the “gold stock” portfolio performed well. Calculated according to the weighted average of the total market value, the weekly rise and fall of the portfolio was 0.46%, outperforming the communication sector (- 0.39%), the gem index (- 5.98%), the Shanghai Composite Index (- 3.50%) and the Shanghai and Shenzhen 300 (- 3.32%).
Risk tips:
Due to the uncertain factors caused by the Sino US trade friction, the construction speed of 5g did not meet expectations, and the epidemic repeatedly led to the pressure on China’s economy. The progress of the “counting East and counting West” project was affected by the epidemic, and the implementation of policies was less than expected.
