On January 17, the gem index led the rise of the three A-share indexes, Contemporary Amperex Technology Co.Limited(300750) rose by more than 5%, supporting the gem index. According to wind data, as of the close, the Shanghai Composite Index rose 0.58% to 3541.67 points; The Shenzhen Composite Index rose 1.51% to 14363.57 points; The gem index rose 1.63% to 3170.41.
On the disk, digital economy concept stocks broke out in an all-round way, Beijing Certificate Authority Co.Ltd(300579) , Beijing Egova Co.Ltd(300075) , Xindian software, Beijing Haitian Ruisheng Science Technology Ltd(688787) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Advanced Digital Technology Co.Ltd(300541) all rose by 20cm. In terms of news, the national development and Reform Commission issued a document “vigorously promoting the healthy development of China’s digital economy” last weekend. Favorable policies have greatly boosted the rise of various sectors. Automobile and semiconductor sectors rose, while securities companies and coal sectors recovered. Covid-19 pneumonia detection sector adjusted, but Andon Health Co.Ltd(002432) continued to rise by the limit and nearly 13 times in two and a half months. The prefabricated food sector fell sharply, and the hotel and catering sector also led the decline.
Among the shenwanyi industry sectors, computer, communication, media and other sectors led the increase; Trade and retail, non-ferrous metals, transportation and other sectors led the decline.
Among the concept sectors, digital currency, operating system, network security and other sectors led the increase; In vitro diagnosis, covid-19 pneumonia detection, rare earth and other sectors led the decline.
Wanlian Securities believes that under the guidance of the national strategy, the digital economy will comprehensively usher in the acceleration of development from all aspects of basic software and hardware, digital industrialization and industrial digitization. The cross-border payment scenario opened by the Winter Olympics reflects the important advantages of digital RMB in convenience and privacy protection, and optimizes the payment experience. With the increasing number of landing scenarios, enterprises related to the industrial chain will benefit significantly. Investors are advised to focus on high-quality targets with strong performance certainty, and recommend high-profile segments such as industrial Internet, industrial software, information innovation, intelligent driving and network security.
