Market Review
Last week, the CSI 300 index rose 1.11%, the SME board index fell 2.11%, the gem index fell 3.23%, and the computer (CITIC) sector rose 4.57%. The top five stocks in the sector were: Inspur Software Co.Ltd(600756) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Vastdata Technology Co.Ltd(603138) , Shanghai Amarsoft Information & Technology Co.Ltd(300380) , Sinodata Co.Ltd(002657) ; The top five declines were: Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) , Vanjee Technology Co.Ltd(300552) , Shanghai Wondertek Software Co.Ltd(603189) , Allwinnertech Technology Co.Ltd(300458) , and Founder Technology.
Industry highlights
Shanghai will formulate an action plan for the development of intelligent Internet connected automobile terminal industry to support the legislation on safe driving in Pudong
National Development and Reform Commission: China’s chip production is growing rapidly, and the supply of automobile chips is gradually increasing
The new planning of modern transportation system is released, and the concept of automatic driving welcomes the good
Ministry of industry and information technology: in 2021, the software business revenue maintained rapid growth and the profitability improved steadily
Company dynamics
Unittec Co.Ltd(000925) : the company won the bid for the signal system procurement project of Chuzhou Nanjing intercity railway project
Chengdu Information Technology Of Chinese Academy Of Sciences Co.Ltd(300678) : ruituo technology, a wholly-owned subsidiary of the company, is recognized as a specialized Texin small and medium-sized enterprise in Sichuan Province
Navinfo Co.Ltd(002405) : the company received the Nomination Letter from FAW Volkswagen supplier
Inspur Electronic Information Industry Co.Ltd(000977) : the company issued ultra short-term financing bonds of RMB 2 billion
This week’s view
*** “As the forerunner of informatization in China, financial it is expected to become the leader in the development of China’s digital economy in the future. From the investment level, take the digital economy as the core main line and the recent heavy policies as the clue to find the core marginal changes in the financial IT industry. In the field of digital RMB, it is suggested to pay attention to Payment institutions Newland Digital Technology Co.Ltd(000997) , Xgd Inc(300130) , Lakala Payment Co.Ltd(300773) and hardware manufacturers Grg Banking Equipment Co.Ltd(002152) and encryption links Beijing Infosec Technologies Co.Ltd(688201) , Westone Information Industry Inc(002268) ; Bank it has ushered in an inflection point. It is recommended to pay attention to Yusys Technologies Co.Ltd(300674) , Global Infotech Co.Ltd(300465) , Shenzhen Sunline Tech Co.Ltd(300348) , Digital China Information Service Company Ltd(000555) , Northking Information Technology Co.Ltd(002987) , Tansun Technology Co.Ltd(300872) , Yunnan Nantian Electronics Information Co.Ltd(000948) , Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) ; It is suggested to pay attention to Beijing Tongtech Co.Ltd(300379) , Beijing Baolande Software Corporation(688058) , Beijing Vastdata Technology Co.Ltd(603138) , Talkweb Information System Co.Ltd(002261) in the field of financial information and innovation; Securities it welcomes the acceleration of financial reform and suggests paying attention to Hundsun Technologies Inc(600570) , Shenzhen Kingdom Sci-Tech.Ltd(600446) , Fujian Apex Software Co.Ltd(603383) .
Risk tip: the support of digital economy is less than expected; The promotion of digital currency and credit innovation policies was less than expected; Industry competition intensifies
