Follow up comments
On January 26, the Shanghai stock index rose 0.66%, the Shanghai and Shenzhen 300 rose 0.72%, the gem rose 0.66%, and the China Securities 1000 rose 0.53%. Among the 11 primary industry categories of wind11, the indexes of industry, information technology and telecommunications services increased or decreased by 1.42%, 0.58% and 0.02% respectively.
Among the 13 wind three-level industry categories involved in the technology and intelligent equipment industry chain, the top three sectors are electrical equipment, energy equipment and services, and semiconductor products and semiconductor equipment, with increases and decreases of 2.36%, 1.79% and 1.52% respectively; The last three sectors were Internet software and services III, information technology services and software, with increases and decreases of – 0.55%, – 0.53% and – 0.30% respectively.
In the electrical equipment sector, one stock rose by the limit and two stocks fell by the limit today. The top three stocks are Dajin Heavy Industry Co.Ltd(002487) , Huanli wind power and Ningbo Orient Wires & Cables Co.Ltd(603606) , with gains and losses of 9.99%, 9.71% and 9.12% respectively; The last three stocks were terminal motor, Chongqing Wanli New Energy Co.Ltd(600847) and Beijing Dynamic Power Co.Ltd(600405) , with gains and losses of 10.01%, 10.01% and 8.64% respectively.
In the energy equipment and services sector, there was no stock limit or stock limit today. The top three stocks are China Oilfield Services Limited(601808) , Shanghai Sk Petroleum And Chemical Equipment Corporation Ltd(002278) and Renzhi shares, with increases and decreases of 6.70%, 6.63% and 3.68% respectively; The last three stocks were Deshi shares, Lanpec Technologies Limited(601798) and Landocean Energy Services Co.Ltd(300157) , with gains and losses of – 3.95%, – 0.82% and – 0.49% respectively.
In the semiconductor products and semiconductor equipment sector, one stock rose the limit today, but no stock fell the limit. The top three stocks are Valiant Co.Ltd(002643) , 3Peak Incorporated(688536) and Eging Photovoltaic Technology Co.Ltd(600537) , with increases and decreases of 10.00%, 4.48% and 3.68% respectively; The last three stocks were Galaxycore Inc(688728) , Tianyue advanced and Tonghui information, with gains and losses of – 12.14%, – 9.75% and – 8.96% respectively.
In the Internet software and service III sector, one stock rose by the limit and two stocks fell by the limit today. The top three stocks are Shenzhen Guohua Network Security Technology Co.Ltd(000004) , Jc Finance & Tax Interconnect Holdings Ltd(002530) and Focus Technology Co.Ltd(002315) , with gains and losses of 9.98%, 5.33% and 5.06% respectively; The last three stocks were Capitalonline Date Service Co.Ltd(300846) , Zhejiang Netsun Co.Ltd(002095) and Shenzhen Asia Link Technology Development Co.Ltd(002316) , with gains and losses of – 11.68%, – 9.97% and 9.96% respectively.
In the information technology service sector, four stocks rose by the limit and two fell by the limit today. The top three stocks are Jiangxi Tianli Technology Inc(300399) , Suna Co.Ltd(002417) and Enc Digital Technology Co.Ltd(603869) , with increases and decreases of 20.03%, 10.07% and 10.02% respectively; The top three stocks were Newcapec Electronics Co.Ltd(300248) , Jilin University Zhengyuan Information Technologies Co.Ltd(003029) and Inspur Software Co.Ltd(600756) , with gains and losses of – 10.19%, – 10.00% and – 9.98% respectively.
In the software sector, there is no stock limit today, and there is no stock limit. The top three stocks are Ygsoft Inc(002063) , Shenzhen Kingdom Sci-Tech.Ltd(600446) and Beijing Forever Technology Co.Ltd(300365) , with increases and decreases of 6.12%, 3.92% and 3.79% respectively; The last three stocks were Beijing Egova Co.Ltd(300075) , Beijing Vrv Software Corporation Limited(300352) and Beijing Advanced Digital Technology Co.Ltd(300541) , with gains and losses of – 11.62%, – 10.75% and – 10.43% respectively.
Industry highlights
The ownership of charging infrastructure increased by more than 70%! Byd Company Limited(002594) , GAC and Xiaopeng have arranged one after another (Financial Associated Press)
The national development and Reform Commission and other departments issued Implementation Opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure. The opinion mentioned that financial support should be given to the construction of charging piles as public facilities. Encourage local governments to establish operation subsidy standards linked to service quality and further tilt to high-quality stations. Encourage local governments to strengthen subsidies for demonstration facilities such as high-power charging and vehicle network interaction, and promote the transformation and upgrading of the industry.
The fast-growing new energy vehicle market has increased the demand for charging piles. By the end of 2021, the total Shanxi Guoxin Energy Corporation Limited(600617) car ownership was 7.84 million, a year-on-year increase of 59.25%; The number of charging infrastructure reached 2.617 million, an increase of 70.1% year-on-year. In recent years, the number of charging piles has basically maintained a sustained and efficient growth trend. High pressure fast charging technology is the next tuyere. From high mileage to fast charging, high voltage fast charging has become the mainstream solution. Following Porsche taycan, Byd Company Limited(002594) , GAC, Xiaopeng and many other car companies have launched 800 volt high-voltage platforms.
The Ministry of housing and urban rural development printed and distributed the “14th five year plan” for the development of construction industry to cultivate a number of prefabricated construction production bases (Financial Association)
The Ministry of housing and urban rural development issued the “14th five year plan” for the development of construction industry, which proposed to vigorously develop prefabricated buildings. Build a standardized design and production system for prefabricated buildings, promote the intelligent upgrading of production and construction, expand the use scale of standardized components and parts, and improve the comprehensive benefits of prefabricated buildings. Actively promote the application of assembly decoration in commercial housing projects, promote pipeline separation and integrated decoration technology, promote integrated modular building components, and promote the deep integration of assembly decoration and prefabricated buildings. Vigorously promote the application of prefabricated buildings, actively promote the construction of high-quality steel structure housing, and encourage schools, hospitals and other public buildings to give priority to the use of steel structure. Cultivate a number of prefabricated construction production bases.
Risk tips
Macroeconomic fluctuation risk; Increased risk of trade conflict; Risks of raw material price rise exceeding expectations, etc.
