In 2022, the third week of the A-share market has just begun, but since the new year, several “leading” concepts have emerged in the market. Based on the main concept market expectation that the Winter Olympic Games will be held in February and the demand expectation for covid-19 detection drugs and protection brought by Omicron sweeping the world, Superimposed on the market of prefabricated dishes with “take-off” near the traditional Spring Festival and the traditional Chinese medicine sector with valuation and repair.
Hot concepts compete with each other. The State Council’s heavyweight document, which was launched last week, promoted the fermentation of the market in the relevant sectors of the digital economy at the beginning of this week (for details, see the weekend report: will become a new hot spot? The digital economy is highly valued, and the leaders in the subdivided fields have these)
In the 14th five year plan for digital economy development issued by the State Council, it is clear that by 2025, the added value of core industries of digital economy will account for 10% of GDP. The industries mainly involved have been defined in the previous 14th five year plan for national economic and social development of the people’s Republic of China and the outline of long-term objectives for 2035, including seven key industries of digital economy, including cloud computing, big data, Internet of things, industrial Internet, blockchain, artificial intelligence, virtual reality and augmented reality.
China Merchants Securities Co.Ltd(600999) the view is that the introduction of the plan has made a systematic design and overall layout for China’s digital economy, the whole industrial chain of industrial digital economy has ushered in top-level policy support and guidance, the software industry is expected to usher in a new business cycle, and the industrial digital economy sector contains historic investment opportunities.
The power brought by the top-level policy catalysis, as of the noon closing, the digital related concept sector rose sharply, and the yuan universe sector, which has been in a downturn for a week, also rebounded strongly.
He Lizhong of Capital Securities said that before, the market underestimated the influence of the digital economy. In the future, technological innovation conducive to the digital economy will receive more support.
January was just the time when the annual report forecast was disclosed. Among the rising digital economy concept stocks, several have issued performance forecasts. Among them, Navinfo Co.Ltd(002405) the leading vehicle gauge navigation company will turn around its losses in 2021, with a pre profit of about 116 million yuan. The net profit of Col Digital Publishing Group Co.Ltd(300364) yuan universe concept stock in 2021 will also double due to the growth of “literature +” business income.
At present, Sinodata Co.Ltd(002657) is the stock with the largest pre loss, which continues the loss trend in the third quarter. The pre loss in the year exceeded 50 million, but it still rose by more than 5% in early trading, or driven by the hot sentiment of the sector.
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