Follow up comments
On January 19, the Shanghai stock index fell 0.33%, the CSI 300 fell 0.68%, the gem composite fell 1.25%, and the CSI 1000 fell 1.20%. Among the 11 primary industry categories of wind11, the indexes of telecommunications services, information technology and industry increased or decreased by – 0.01%, – 0.78% and – 1.04% respectively.
Among the 13 wind three-level industry categories involved in the technology and intelligent equipment industry chain, the top three sectors are Internet software and service III, information technology service and media III, with increases and decreases of 2.08%, 1.52% and 0.61% respectively; The last three sectors were aerospace and national defense III, electrical equipment and semiconductor products and semiconductor equipment, with increases and decreases of – 2.77%, – 2.13% and – 1.62% respectively.
In the Internet software and service III sector, three stocks rose by the limit today, and no stocks fell by the limit. The top three stocks, youzhisheng information, Sichuan Xun You Network Technology Co.Ltd(300467) and Qingcloud Technologies Corp(688316) , rose or fell by 21.16%, 20.02% and 16.28% respectively; The last three stocks were Shenzhen Guohua Network Security Technology Co.Ltd(000004) , Xiamen Jihong Technology Co.Ltd(002803) and Zhongchang Big Data Corporation Limited(600242) , with gains and losses of – 3.79%, – 3.35% and – 2.25% respectively.
Five stocks in the information technology service sector rose the limit today, and no stocks fell the limit. The top three stocks are Enjoyor Technology Co.Ltd(300020) , Beijing Asiacom Information Technology Co.Ltd(301085) and Shanghai Newtouch Software Co.Ltd(688590) , with increases and decreases of 16.08%, 13.01% and 12.43% respectively; The last three stocks were China Security Co.Ltd(600654) , Suna Co.Ltd(002417) and Beijing Zuojiang Technology Co.Ltd(300799) , with gains and losses of – 5.74%, – 4.93% and – 4.75% respectively.
In the media III sector, 7 stocks rose by the limit and 1 stock fell by the limit today. The top three stocks are Dook Media Group Limited(301025) , Beijing Tensyn Digital Marketing Technology Joint Stock Company(300392) and Jishi Media Co.Ltd(601929) , with ups and downs of 10.62%, 10.14% and 10.07% respectively; The top three stocks were Hylink Digital Solution Co.Ltd(603825) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) and Three’S Company Media Group Co.Ltd(605168) , with gains and losses of – 10.00%, – 9.71% and – 8.02% respectively.
In the aerospace and national defense III sector, there was no stock limit today, and there was no stock limit. The top three stocks are Huaxun Fangzhou Co.Ltd(000687) , Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) and Chengdu Jouav Automation Tech Co.Ltd(688070) , with increases and decreases of 2.99%, 2.89% and 1.27% respectively; The top three stocks were North Industries Group Red Arrow Co.Ltd(000519) , Avicopter Plc(600038) and Avic Aviation High-Technology Co.Ltd(600862) , with gains and losses of 6.84%, 5.68% and 5.57% respectively.
In the electrical equipment sector, one stock rose by the limit and one stock fell by the limit today. The top three stocks are Bafang Electric( Suzhou) Co.Ltd(603489) , Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) and Jiangsu Zhongli Group Co.Ltd(002309) , with ups and downs of 10.00%, 8.72% and 5.76% respectively; The last three stocks were Sinostar Cable Co.Ltd(300933) , Sunway Co.Ltd(603333) and Shenzhen Desay Battery Technology Co.Ltd(000049) , with gains and losses of – 10.35%, – 9.97% and 8.49% respectively.
There was no stock limit or stock limit in the semiconductor products and semiconductor equipment sector today. The top three stocks are Wuxi Etek Microelectronics Co.Ltd(688601) , Kelun electronics and Tonghui information, with ups and downs of 6.57%, 4.99% and 3.89% respectively; The last three stocks were Shenzhen Absen Optoelectronic Co.Ltd(300389) , Guoxin technology and Kingsemi Co.Ltd(688037) , with gains and losses of – 5.56%, – 5.33% and 4.89% respectively.
Industry highlights
SASAC: steadily promote the restructuring and integration of iron and steel and other fields, and timely study the establishment of a new central enterprise group (Cailian)
Financial Associated Press, January 19 – Peng Huagang, spokesman of SASAC, said to solidly promote the reorganization, formation and professional integration of central enterprises. In terms of strategic restructuring, we focus on implementing national strategies such as supply side structural reform, innovation driven development and building a manufacturing power, steadily promote the restructuring and integration of iron and steel and other fields in accordance with the principle of “mature one household and promote one household”, and timely study and establish a new central enterprise group in relevant fields. In terms of professional integration, we will aim to strengthen and refine our business, take advantageous enterprises as the main body, actively promote the professional integration of grain reserve processing, ports and terminals and other fields, and effectively improve the efficiency of resource allocation and the core competitiveness of enterprises.
Drivers who abuse L2 to cause death are charged with manslaughter, which is the first case in the world (Financial Associated Press)
“Science creation board daily” 19 day hearing, according to foreign media reports, the United States on January 18th, a local Tesla ModelS driver was accused of manslaughter, because the improper use of L2 autopilot system to cause death. In 2019, the driver of the car started Tesla‘s autopilot system and failed to take over the vehicle in time when encountering a red light (the system can’t handle it), resulting in a collision between two cars – two people were killed and Tesla drivers and passengers were injured to varying degrees. After investigation, the National Highway Traffic Safety Administration (NHTSA) believed that the driver did turn on the autopilot function at that time, but because the driver should always be responsible for driving, he should be responsible for the accident whether it is turned on or not..
Risk tips
Macroeconomic fluctuation risk; Trade conflicts exacerbate risks; Risks of raw material price rise exceeding expectations, etc.
