Jiwei Network news, on March 3, the three major A-share indexes were weakly shocked, as of the close, the Shanghai index fell 0.09%, the Shenzhen Composite Index fell 1.09%, and the ChiNext index fell 1.51%. On the disk, the concept of Sino-Russian trade has risen and stopped, and the oil and gas mining and services, coal mining and processing, port shipping, logistics, airport shipping, scenic spots and tourism, new crown treatment, hotels and catering and other sectors have risen in the front; Hongmeng concept, voice technology, Eastern and Western calculations, silicon energy, semiconductors and components, national defense and military industry, aquaculture, beverage manufacturing and other sectors have fallen in the front.
The semiconductor sector performed poorly. Jiwei network selected 118 semiconductor companies from the fields of electronic components, materials, equipment, design, manufacturing, IDM, packaging and testing, distribution and other fields to make statistics. Among the 118 semiconductor companies, the market value of 7 companies rose, of which Huafeng Measurement and Control, Huate Gas, Cambrian and other companies rose in the front; the market value of 111 companies fell, and the market value of Jiangfeng Electronics, Shengbang Shares, Zhongke Shuguang and other companies fell.
Overall, the external disturbances facing the A-share market during the two sessions in 2022 are mainly due to the geopolitical situation and us interest rate hikes, and the impact on the domestic economy and the duration are relatively limited. It is recommended that investors moderately avoid some high-valuation sectors in the short term, and in the medium and long term, they can lay out from the perspective of fundamentals, pay attention to high-quality tracks with higher growth rates and reasonable valuations, and actively grasp the market of the two sessions. Specifically, we should pay attention to two main lines, one is the stable growth related sectors that have both offensive and defensive, and the other is the advantageous industries such as new energy with long-term investment value.
Global dynamics
In terms of U.S. stocks, the three major indexes closed collectively higher for the first time this week, almost or all of them erased Tuesday's closing losses. The Dow closed up 596.4 points, up 1.79 percent, at 33,891.35 points; the S&P 500 closed up 1.86 percent at 4,386.54 points, and the Dow ended a two-day streak of declines. The Nasdaq closed up 1.62 percent at 13,752.02 points, and both the S&P hit their highest since wednesday on Feb. 16.
Leading tech stocks mostly rebounded, with Tesla closing up 1.8 percent. Among the six major technology stocks of the former FAANMG and now GANMMA, only Netflix, which fell 1.6%, closed down, Meta and Apple, formerly known as Facebook, closed up more than 2%, Microsoft rose nearly 1.8%, Amazon rose 0.6%, and Google's parent company Alphabet rose nearly 0.4%.
Most of the popular Chinese stocks fell. Shell to find a house fell more than 10%, Qutoutiao fell more than 7%, Good Future, NetEase Youdao fell more than 6%, Lu Jinsuo fell about 6%, New Oriental fell more than 5%, Pinduoduo fell more than 4%, B station fell more than 3%, JD.com fell more than 2%, Alibaba, Baidu, Tencent ADR, Ideal Automobile fell more than 1%, Weilai Automobile fell nearly 0.5%, while Ctrip rose more than 8%, Jiuzi New Energy rose more than 4%, Yum China rose more than 3%, Yueke e-cigarette parent company Wuxin Technology rose more than 2%, Xiaopeng Automobile rose more than 1%.
Individual stock news/A shares
Shengbang Shares - Shengbang Shares (300661.SZ) announced that the company recently received the "Notification Letter on the Share Reduction Plan" from the controlling shareholder Hongshun Yongtai and some of its co-actors Baoli Hongya, and the above-mentioned shareholders plan to reduce their shares in the company through centralized bidding transactions and block transactions, and the total number of shares to be reduced is expected to not exceed 4.7312 million shares, that is, not more than 2.00% of the total share capital of the company.
Sugon Officin, March 2, 2019, the signing ceremony of the strategic cooperation between Sugon and Anheng Information was recently held in Beijing, and the two sides will carry out in-depth cooperation in core technology innovation, product research and development, solutions, ecological adaptation, market promotion and other aspects to jointly promote the ecological development of the cloud security field.
Montage Technology - Montage Technology announced that as of February 28, 2022, the company has repurchased 3.873 million shares of the company's shares through the trading system of the Shanghai Stock Exchange in a centralized auction transaction, accounting for 0.34% of the company's total share capital, the highest price of the repurchase transaction is 84.99 yuan / share, the lowest price is 72.56 yuan / share, and the total amount of funds paid is 300 million yuan (excluding stamp duty, transaction commission and other transaction fees).
Stock News/Other
TESLA — There are reports that Tesla's Berlin plant is expected to receive final approval for an opening ceremony on March 22 or 23. The report also mentioned that on the day of the opening ceremony of the Berlin Gigafactory, Tesla will also deliver the Model Y produced by the plant to some lucky consumers, and it is expected to deliver 30 vehicles on site.
SAMSUNG — On March 3, Samsung announced that Qualcomm Technologies has validated Samsung's 14nm 16Gb low-power double data rate 5X (LPDDR5X) DRAM and applied to Qualcomm Technologies' Snapdragon mobile platform.
Xiaomi Group - Xiaomi Group-W will hold a press conference on March 15 to launch the latest generation of "Xiaomi 12 Series" flagship products to the global market.
Jiwei Network launched Jiwei Semiconductor Industry Index!
Jiwei Semiconductor Industry Index, referred to as Jiwei Index, is a stock index launched by Jiwei Network to reflect the overview and operation of the semiconductor industry in the securities market, and for investors to track the development of the semiconductor industry and use investment tools.
Jiwei Network observed and counted the overall performance of China's "core" listed companies in A-shares in the past period of time, and referred to the company's total assets and revenue scale, and selected 30 companies from the sample library of 118 Microgrid semiconductor companies as constituent stocks of the Jiwei Index.
The sample library covers all aspects of the semiconductor sector such as electronic components, materials, equipment, design, manufacturing, IDM, packaging and testing, distribution, and more.
As of today's close, the Micro Index closed at 5048.28 points, down 108.34 points, or 2.1%.
【Daily Review】As a long-term special column, we will continue to pay attention to the dynamics of China's "core" listed companies, and welcome readers to break the news! (Proofreading/Arden)