In early trading today, A-Shares were slightly adjusted, and Baima heavyweights were weak. The Shanghai Stock Exchange 50 and Shanghai and Shenzhen 300 indexes both fell by more than 1%, while small cap technology stocks were relatively active, and the Kechuang 50 index was red.
On the disk, the concept of digital economy is active across the board, with the East West computing, digital currency, state-owned assets cloud, data center and other sectors leading the increase; Warehousing and logistics, hotel catering, coal, Baijiu and other sectors led the decline. The net outflow of funds from Beishang was 3.502 billion yuan.
digital economy up wind
Yesterday, the CPPCC National Committee held a “digital economy and sustainable development” forum to actively support the sustained development of the private economy members believed that China’s position as a big country in the development of digital economy is stable and has broad prospects for development in the future. We should give full play to the advantages of the new national system and the super large-scale market, strengthen the tackling of key core technologies, and firmly grasp the autonomy of developing the digital economy in our own hands.
Thanks to this positive promotion, the concept of A-share digital economy has strengthened in an all-round way today. After in-depth adjustment, the East number and West calculation sector took the lead. In the morning, the volume opened higher and went higher. At one time, the intraday trading rose by more than 3%, and the half day trading exceeded the full day trading yesterday, Beijing Asiacom Information Technology Co.Ltd(301085) 20% word limit, Ronglian Group Ltd(002642) , Szzt Electronics Co.Ltd(002197) and other stocks also rose by linear second limit; The smart government sector also rose by more than 3% in the session, and many stocks such as Shenzhen Infinova Limited(002528) rose by the limit; Digital currency, state-owned assets cloud, data center and other sectors showed good performance.
By the end of 2021, the number of Internet users in China had reached 1.032 billion, and the Internet penetration rate was 73.0%; The number of mobile Internet users is 1.029 billion, and the proportion of Internet users using mobile Internet is 99.7%, forming the largest and dynamic digital society in the world.
According to the statistical analysis of professional institutions, the scale of China’s digital economy has reached 47.6 trillion yuan in 2021, accounting for 43.5% of GDP. It is expected to reach 68.3 trillion yuan in 2024. In the five years from 2016 to 2021, the total scale of digital economy increased by 2.1 times, with a compound annual growth rate of 17%, making it the most dynamic economic growth point in China. However, there is still a certain gap between China’s digital economy and the United States, which accounts for more than 60% of GDP, which also shows that there is still broad space for China’s digital economy in the future.
In addition, according to IDC’s prediction, in 2025, the global data set created, collected or copied will reach 175zb, which is close to 5.5 times the data scale of 32zb in 2018. The growth power mainly comes from the data growth of financial services, manufacturing, medical care, media entertainment and other industries. Among them, 27.8% of the global data will come from China, with a scale of 48.6zb. At that time, China will become the largest data producer in the world.
Internet giants have also continuously increased investment and expenditure on digital economy scientific research. According to the latest financial report data, Baidu’s core R & D expenditure in 2021 was 22.1 billion yuan, accounting for 23% of Baidu’s core revenue; Meituan’s R & D expenditure increased by 53.1% year-on-year to 16.7 billion yuan in 2020; Tencent’s R & D investment reached 51.88 billion yuan, and the cumulative R & D investment in the past three years has exceeded 120 billion yuan, with an average annual growth rate of more than 30%; Since the comprehensive transformation to technology in 2017, JD system has invested nearly 80 billion yuan in basic science and technology R & D in recent five years.
Soochow Securities Co.Ltd(601555) said that as an important part of the digital economy, the platform economy is expected to continue to benefit from the development of the digital economy, and the repair of the value of the sector is expected to continue to increase. The current valuation has great layout value. It actively pays attention to the repair of the valuation of leading Internet companies, and recommends meituan-w, Tencent holdings, Kwai-w, Alibaba SW, BiliBili, JD group SW, etc.
Shandong Xinhua Pharmaceutical Company Limited(000756) once again surged the limit
Covid-19 drug concept leader Shandong Xinhua Pharmaceutical Company Limited(000756) hit the daily limit again today. It had raised the limit 13 times in the previous 17 trading days. As of the noon closing, the transaction exceeded 2 billion yuan.
Hong Kong stock Shandong Shandong Xinhua Pharmaceutical Company Limited(000756) shares also soared by nearly 9%. Covid-19 drug concept index also rose rapidly after opening low, with the highest rise of more than 1%, with Aba Chemicals Corporation(300261) , Zhejiang Canaan Technology Limited(300412) and other gains leading.
Since the website of the drug examination center showed that the real organism submitted the application for class III communication and exchange meeting, and the status changed from “being processed” to “fed back”, the market has been looking forward to the phase III clinical Unblinding of azvudine, and the listed companies associated with the real organism have become stronger frequently.
Fujian Sanmu Group Co.Ltd(000632) once said on the interactive platform that the holding subsidiary Qingdao Yingke Huijin Investment Management Co., Ltd. used its own funds to invest in real creatures through Hangzhou Taifu Yingrui venture capital partnership (limited partnership) Fujian Sanmu Group Co.Ltd(000632) today is also a violent oscillation. In the morning, it opened with the limit, then pulled up in a straight line, and once touched the limit. Since May, Fujian Sanmu Group Co.Ltd(000632) has raised the limit for 6 times, with the highest increase of more than doubled.
however, during the soaring stock price, Shandong Xinhua Pharmaceutical Company Limited(000756) and Fujian Sanmu Group Co.Ltd(000632) both issued risk warning announcements for many times Shandong Xinhua Pharmaceutical Company Limited(000756) said that what the two sides have reached is only a preliminary strategic cooperation agreement. At present, no specific cooperation agreement on relevant products has been signed, and the strategic cooperation agreement is not exclusive, Shandong Xinhua Pharmaceutical Company Limited(000756) is not the only partner of real creatures. In addition, Shandong Xinhua Pharmaceutical Company Limited(000756) yesterday also clarified on the interactive platform that the company did not have stephanine products.
investors should also note that Shandong Xinhua Pharmaceutical Company Limited(000756) phase I employee stock ownership plan is closed and reduced before the day when it comes to reducing holdings, it has to be mentioned that the operation of raised funds on Shandong Xinhua Pharmaceutical Company Limited(000756) surprised investors, and reduced holdings substantially across the board almost before the rise. At the end of 2021, a total of 16 public funds held Shandong Xinhua Pharmaceutical Company Limited(000756) , while by the end of the first quarter of 2022, only two funds remained to hold Shandong Xinhua Pharmaceutical Company Limited(000756) , a decrease of 14. Among them, the most famous is the “Hua’an sports and health theme mixed fund” managed by Liu Changchang, the star fund manager of Hua’an fund.
According to the data, in the fourth quarter of 2021, Hua’an sports and health theme held 6177100 shares Shandong Xinhua Pharmaceutical Company Limited(000756) , and Xinjin became the top ten circulating shareholders. In the first quarter of 2022, Hua’an culture, sports and health Co., Ltd. withdrew from Shandong Xinhua Pharmaceutical Company Limited(000756) top ten circulating shareholders. From the fourth quarter of 2021 to the first quarter of 2022, the price of Shandong Xinhua Pharmaceutical Company Limited(000756) is about 10 yuan for most of the time. It can be seen that even if the mixed theme of Huaan sports and health has made a profit, it is still very small, and the recent surge of Shandong Xinhua Pharmaceutical Company Limited(000756) has been missed perfectly.
