The Lujiazui Forum was successfully held, the Shanghai index was indeed strong support around 3200 points, and it rose back to 3200 points in the afternoon, and the strengthening of real estate and finance played a stabilizing role in the market, but the ChiNext index once hit a new low in the past three years, and individual stocks fell more or less, with more than 3100 falling. The AI direction will still maintain the rotation with a high probability, pay attention to the core varieties that resist the decline after divergence. Northbound funds today saw a net inflow of $3 billion, mainly buying Midea Group (000333. SZ), China Taibao (601601. SH) and so on.
In terms of sectors, AI ushered in greater differentiation, media, games, e-commerce and other applications adjusted drastically, computing power is relatively active, although the bidding of Hongbo shares is not as expected, but Weilong shares a word, Nanling Technology 20% even board, in addition, Jinqiao information The end of the board again, the overall AI although the differentiation is serious, but there will be repeated opportunities, but the difficulty of making money has increased significantly.
In addition, real estate and its industrial chain have continued to be active in recent days, driving architectural design to set off a wave of ups and downs, many of which have the concept of spatial computing, which is more like quantitative capital guidance.
On the whole, the current market is still dominated by rotation, today the big ticket is strong and the small ticket is weak, tomorrow may be the opposite, pay attention to the rhythm problem, while paying attention to independent stocks.
Source: Network
What the main agency buys
Shanghai Trade & Trade: In the past 30 years, Japanese trading companies have gradually solved the internal circulation problem of people's livelihood under the low growth through the control of production materials, and it is also a reflection of Buffett's investment in Japanese trading company stocks. With the market's expected interest rate to further decline (dividends replace risk-free interest rates) + state-owned enterprises as the foundation of the capital market (large market capitalization, low PE and limited room for decline) + discussion on the concept of China Special Valuation (PB/ROE target valuation), the margin of safety is higher under weak recovery expectations. Pay attention to the leading Shanghai trade mainly.
Construction Science and Technology Institute: a leader in green building and green city construction and operation under Shenzhen State-owned Assets Supervision and Administration Commission, its core main business is to provide technical consulting services such as urban planning and architectural design. The company has been engaged in construction engineering testing business for more than 20 years, and its wholly-owned subsidiary, Jianyan Testing, can provide 4319 testing items/parameters in the field of urban construction. The company and its wholly-owned subsidiaries have Grade A urban and rural planning preparation, Grade A engineering design and construction industry (construction engineering), Grade A housing construction project supervision, Grade A credit of engineering consulting units, Grade B professional engineering in engineering design and municipal industry (water supply engineering, bridge engineering, road engineering, drainage engineering), Grade B in landscape engineering design, and Grade B in engineering survey (geotechnical engineering).
By promoting the research and practice of the technical system of "solar storage direct flexibility" (that is, integrating distributed photovoltaic production capacity, energy storage and low-voltage power distribution to achieve flexible regulation of building electricity consumption), the company comprehensively improves the efficiency of photovoltaic building integration electricity consumption, and one of its application projects, the R3 floor of the future building, has also passed the national project acceptance as the world's largest single full direct current building.
Guosen Securities Ren He Research Report pointed out that the horizontal comparison of the green building evaluation standards of various countries and the longitudinal comparison of the new and old three versions of the mainland evaluation standards, it is found that the current green building requirements are strict, professional, and enterprises with both experience and technology in the industry will be more competitive. It is estimated that during the "14th Five-Year Plan" period, the scale of green building measures will be 1,762.4 billion yuan, the scale of existing building renovation will be 215 billion yuan, the scale of green building inspection will be 38.52 billion yuan, and the scale of green building pre-assessment will be 740 million yuan, totaling about 2 trillion yuan. The company is deeply engaged in the green building industry, and the technology leads the demonstration effect strongly.
Qingyue Technology: Compared with other technologies, silicon-based OLED has obvious advantages such as fast response, high resolution, high contrast, low power consumption, and large viewing angle, and may become an important technical path for VR/AR. Driven by the development of the AR/VR industry, the market size of silicon-based OLED display panels is expected to expand rapidly, with an average annual compound growth rate of 119% from 2021 to 2025. Qingyue Technology began to build an 8-inch wafer mass production line for silicon-based OLED microdisplays in 2020, and has fully opened up the whole process and began to ship to customers in bulk in 2022. Through long-term technology accumulation, the company has good customer advantages.
Today, 1 institution bought 82.18 million, CICC Shanghai Branch bought 21.96 million and sold 17.3 million to do T, Huatai Securities headquarters bought 18.8 million and sold 33.58 million to do T, Guotai Junan Company headquarters bought 13.44 million and sold 15.59 million to do T, and Huatai Securities Rongchao Business Center bought 10.48 million.
Topway information: multiple main forces appeared in the Dragon and Tiger List, Shenzhen Stock Connect bought 87.46 million yuan, buy three is the seat of well-known tourist funds to buy 45.83 million yuan, buy four is the seat of well-known tourist funds to buy 40.02 million yuan, the net purchase of 228 million yuan on the day, the stock today straight pull, is expected to hit the previous high.
The company is Huawei's only "Kunpeng/Ascend+Hongmeng" software and hardware integrated strategic partner, and is the first batch of Huawei Kunpeng server application migration service providers in China. The company's AI servers support the operation of NVIDIA GPUs.
In the field of computing power, we have fully cooperated with Huawei. Xiangjiang Kunpeng, a subsidiary of the company, has the authorization of Huawei Ascend complete machine partners, and has successively released dozens of Zhaohan AI products such as AI reasoning, AI training, and intelligent edge based on Kunpeng processors and Ascend processors. The company worked with Huawei to lay out eight computing power centers, and participated in the construction of Changsha and Chongqing artificial intelligence computing power centers, and the national (Guizhou) main hub center of the national integrated computing power network. Among them, Hunan Xiangjiang Kunpeng Information Technology Co., Ltd., the company holds 70% of the shares. The company and Huawei launched important products and applied them in many national projects, reflecting the company's own strength and development prospects.
The company is Huawei's only strategic partner of "Ascend Al/Kunpeng Computing + Open Source Hongmeng Operating System", and participated in the construction of Pangu large model computing power infrastructure. The company's Long March Education "Cloud Baby-Smart Kindergarten" product is the only smart preschool education product that has entered the HUAWEI CLOUD Strict Selection Mall.
Sichuan Changhong: Server + Edge Computing + VR, the company and Huawei jointly announced the launch of the Changhong Tiangong system based on the Kunpeng motherboard, and the first batch of Sichuan-made "Gong" brand PCs and servers have been applied to the Mianyang smart government system. In the Kunpeng route, the "Tiangong" product ranked first in the scalar quantity. The company holds 98% of the subsidiary Hongxin Software, mainly engaged in various AI servers and general servers, Tiangong AT800AI inference server can provide powerful real-time reasoning capabilities, in China Telecom's 2022~2023 server centralized procurement project, "Tiangong" products were successfully shortlisted for China Telecom's centralized procurement, with a bid amount of 473 million.
The company also lays out the field of edge computing, according to the company's official micro, Tianyi Light Cloud Box is jointly released by Changhong Network Technology and China Telecom, a subsidiary of the company, positioning the edge lightweight computing power terminal to provide users with cloud desktop, ultra-high-definition video, smart home and other comprehensive service experience. As a high-quality integrated service provider in the field of virtual reality (VR), Changhong Jiahua, a listed company under the company, attaches great importance to the business development of the metaverse, connects many leading manufacturers, and sets up an expert group to explore and realize the application scenarios of the metaverse in different fields such as industrial manufacturing, education and teaching.
On 2/17/23, the company announced that Changhong 8K TV will fully experience and intervene in Wenxin's words. The company has the first 4K smart TV equipped with ARM's flagship CPU, Cortex-A73, using a chip jointly developed by Changhong and Huawei's HiSilicon.
The company continues to promote the high-end transformation of products, focusing on the development of new businesses in the direction of smart home, and is expected to contribute to greater performance increments as the demand for home appliances rebounds in 23 years.
In 23Q1, the company achieved operating income of 22.94 billion yuan, +14.2% year-on-year, net profit attributable to parents of 80 million yuan, +65% year-on-year, and net profit attributable to non-owners of 90 million yuan, +149% year-on-year.
Sichuan Changhong has recently been intensively investigated by GF Fund, E Fund, BOCOM Schroders Fund, Wells Fargo Fund and other institutions.
Focus company tracking
Hongxin Electronics: Recently, the national integrated computing power computing network scheduling platform was officially released, which has been connected to Tianyi Cloud, HUAWEI CLOUD, and Alibaba Cloud. Unlike enterprise data centers/cloud computing centers, which mostly use NVIDIA or AMD computing cards, government-led computing centers mostly use domestic AI chips.
Fengyuan Technology is a domestic AI computing power leader, the self-developed cloud AI training chip DTU performance is the first in China, and is the only domestic training chip to complete two iterations. According to the board secretary of Hongxin Electronics, the company has signed a strategic cooperation agreement with Fengyuan Technology, and after the establishment of strategic cooperation between the two parties, they have carried out comprehensive interaction at different levels, with the goal of deeply combining the advantages of AI computing power chips of Fengyuan and the advanced manufacturing capabilities of Hongxin, jointly creating a self-owned brand high-end AI computing power server and related products with core competitiveness, and on this basis, jointly promote the promotion and application of AI computing power server in mainstream customers. Up to now, several AI computing power server prototypes cooperated by the two parties are in the process of development and manufacturing, and the prototype is expected to be completed in May and June.
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