Computer sector: last week, the industry index of computer sector decreased by 0.50%, and the gem index increased by 0.73% in the same period. The performance of the sector is weaker than that of the GEM market. Among them, medicine and biology, electrical equipment, non-ferrous metals and other sectors rose more. We are very optimistic about the future. We suggest to actively layout cloud computing, Internet of vehicles, industrial common networking, digital currency, network security and other fields. The performance in 2021 has relatively certain growth targets, mainly including Hundsun Technologies Inc(600570) , China stock market news, Thunder Software Technology Co.Ltd(300496) , medical it, Shanghai Baosight Software Co.Ltd(600845) . On the other hand, it is the industry leader with high degree of certainty in the industry in the next two years. It is suggested to focus on the subject of information innovation, information security, cloud computing, medical it and so on.
[assisted driving accounted for 20% of new cars, and the research and development of global automatic driving is accelerating] according to the data of the Ministry of industry and information technology, in 2021, the sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles completed 3.521 million, a year-on-year increase of 1.6 times, ranking first in the world for seven consecutive years, and the market share of new passenger cars equipped with combined assisted driving system reached 20%. At present, among the mass-produced models, many smart cars have L2 + assisted driving function to help users Park and navigate automatically, but the driver’s hands cannot be separated from the steering wheel, and people are still the main body in charge of the car. The German and European markets have “deregulated policies” on L3 automatic driving, defined the division of responsibilities between people and vehicles in regulations, and granted Mercedes Benz the first license for L3 automatic driving on the road, which is expected to accelerate the evolution of global automatic driving to high-level automatic driving, stimulate global automatic driving practitioners and accelerate the R & D and testing process of L3 automatic driving.
[IDC: PC shipments hit the best performance in 10 years] IDC estimated in a latest report that the global PC (desktop, notebook and workstation) shipments reached 348.8 million units in 2021, a year-on-year increase of 14.8%, the highest level since 2012. Compared with the ten-year low (2017), the increase is 34%. In terms of manufacturers, the top four in the fourth quarter and the whole year are Lenovo, HP, Dell and apple. The annual shipments of Lenovo group increased by 14.1% year-on-year. Dell and Apple also performed well, with an increase of 17.9% and 22.1% respectively.
[Ministry of industry and information technology: three measures will be implemented in 2022 to ensure the stable supply of automobile chips] on November 12, it was learned from the press conference of the Ministry of industry and information technology that the shortage of automobile chips has caused great trouble to China’s automobile industry due to epidemic factors. In 2021, many automobile enterprises outside China will reduce production or stop production for a short time, which will have a certain impact. With the expansion of production by chip enterprises, With the release of new production capacity, it is expected that the shortage of automotive chip supply will be alleviated in 2022. Wang Weiming, director of the first equipment industry department of the Ministry of industry and information technology, said at the press conference that with the global chip enterprises gradually increasing the production and supply of automobile chips, the chip production capacity will be released in the second half of this year. It is expected that the shortage of automobile chip supply will be gradually alleviated in 2022
