【Today's Resumption】
At the end of the week, the market's mentality became more cautious, the three major indexes were mixed, the Shanghai index rose slightly, the ChiNext index was weaker, and the overall showed a moderate volume consolidation, and the northbound funds had a net inflow of 1 billion yuan today, mainly buying Changjian Technology (600584.SH), Kweichow Moutai (600519.SH) and so on.
Stimulated by NVIDIA's record high, the AI direction continued yesterday's strong position, continued to hold high and fight, AI server, liquid cooling concept performed well, yesterday's server leading industry Fulian (601138.SH) hit a record high, advanced to 2 boards; Hengwei Technology (603496.SH) rose to the limit, and the core targets of Zhongke Dawning (603019.SH) and Inspur Information (000977.SZ) followed the big rise; Some stocks in the direction of CPO are not changing, Huashi Technology (301218.SZ) 20CM2 board, Hengtong Optoelectronics (600487.SH) semi-annual report pre-increase, Star Network Ruijie (002396.SZ) up limit.
The Cyberspace Administration of China and other seven departments jointly announced the "Interim Measures for the Management of Generative Artificial Intelligence Services" on the 13th, the data direction broke out collectively, and the data security increased first, Guohua Network Security (000004.SZ) 8 days and 5 boards, Zhongfu Information (300659.SZ), Zhongxin Saike (002912.SZ), Yinxin Technology (300231.SZ) all won 20CM price limits; Nantian Information (000948.SZ), Rongji Software (002474.SZ) and other stocks up limit; Data elements and state-owned assets cloud direction also performed eye-catching, repeatedly mentioned People's Network (603000.SH) promoted to 3 boards, Provincial Guangzhou Group (002400.SZ) advanced to 2 boards, Vast Depth (688292.SH) won 20CM price limit, Jiuyuan Yinhai (002777.SZ) and other price limit; The three major operators rose collectively, and China Unicom (600050.SH) was strongly pulled to the limit by the Zhang Alliance owner.
In the direction of memory chips, HBM is still strong, and Mankun Technology (301132.SZ) won a 20CM price limit; Wanrun Technology (002654.SZ) mentioned yesterday opened the limit at the end of the day, up 9%, Huahai Chengke (688535.SH), Shannon Xinchuang (300475.SZ), and Business Network Electronics (300975.SZ) all gave a super high premium.
The third quarter is the traditional peak season for TV panel stocking, and consumer electronics led by OLED panels performed actively, with Tianshan Electronics (301379.SZ) and Zhiyun (300097.SZ) both gaining 20CM price limits; Rainbow shares (600707.SH) and Xiangteng New Materials (001373.SZ) are up and down.
The automotive industry chain continued to diverge, Hongying Intelligent (001266.SZ) 3 days and 2 boards, Xingmin Zhitong (002355.SZ) bucked the trend and rose to the limit, the high-standard core Zhejiang Shibao (002703.SZ) rose sharply, and the intraday record high, Wanan Technology (002590.SZ) was affected by the bearishness, directly falling in seconds, dragging down Qijing Machinery (603677.SH) to the limit.
The performance direction of the report has a daily limit, Samsung Medical (601567.SH) 6 days 2 boards, Jinbin Development (000897.SZ) directly top a word, Roman shares (605289.SH) up limit; Intelligent automatic control (002877.SZ) once touched the board, and CRO concept stock Hongbo Pharmaceutical (301230.SZ) all had a good premium.
At present, the broader market is expected to fluctuate repeatedly, but the direction of capital attacks is clear, and the strong rise of Unicom has further strengthened the position of AI as the main line, and the market will diffuse and mine around AI.
artificial intelligence
On July 13, seven departments jointly issued the "Interim Measures for the Management of Generative Artificial Intelligence Services", which clearly stipulates in terms of supervision methods, computing power/resources, rights and obligations, anti-addiction, content copyright, etc. Promote the construction of generative artificial intelligence infrastructure and public training data resource platforms; Promote the collaborative sharing of computing power resources and improve the efficiency of computing power resource utilization; Encourage the use of secure and trusted chips, software, tools, computing power and data resources; Nvidia shares hit another all-time high.
Nantian Information (000948.SZ): Established a security evaluation center and obtained the national data security testing qualification, participated in the research and development of digital currencies of some state-owned banks, and developed digital RMB products covering personal soft/hard wallets, corporate wallets and asset management services.
'RE
On July 13, China Economic News Network news, 32-inch LCD TV panels will maintain the price increase of $2 in June; The 50-inch and 55-inch LCD TV panels will rise by $5 each; Omdia recently released a report that OLED display panel shipments will increase from 160,000 pieces in 2022 to 800,000 pieces this year, and will reach 1.74 million pieces by 2024, achieving a surge of more than 10 times in two years. Global shipments of OLED display panels will reach 2.3 million units in 2025 and 2.77 million units in 2026.
Rainbow Co., Ltd. (600707.SH): The world's only industrial layout with the linkage effect of "panel + substrate" upstream and downstream industries, the products cover 32 inches to 85 inches, and the technology has 4K/8K, narrow frame, high definition and other self-developed innovative new technologies.
Xiangteng New Material (001373.SZ): Products include polarizers, optical diaphragms and functional adhesive materials, which are used in LCD TVs, monitors, mobile phones, etc., and have established good cooperative relations with leading panel manufacturing enterprises such as SDP, China Electric Energy, BOE and other leading enterprises and well-known companies in the industrial chain.
【Nuggets Dragon and Tiger List】
Xinshida (002527.SZ): favored by many institutions, a total of 4 institutional seats appeared on the Dragon and Tiger list today, with a total net purchase of 168 million yuan, buy two is the seat of the quantitative fund bought 48.44 million yuan, the net purchase of 153 million yuan on the day, the stock is strongly reversed today, observing the strength of undertaking near the 10-day line.
Fundamental analysis: The company's industrial robot products are mainly related to two categories: section robots and SCARA robots.
Highlights: 1) The company's subsidiary Xiaoao Xiangrong provides customers with intelligent flexible production lines, which jointly apply multiple sets of industrial robot equipment to automated production lines, and provides advanced digital factory concept design and management, so that robots can achieve the best utilization rate and meet the maximum demand for production.
2) In 2022, the company's product solutions led by digital technologies such as elevator cloud will be applied in batches in many medium and large customers, and achieve zero breakthroughs in Japanese and Korean customer groups.
3) The company's intelligent manufacturing business has involved the production line of new energy vehicles in white, and the company can provide a complete set of electronically controlled drive solutions for electric air conditioners for new energy vehicle buses.
4) The company has developed a variety of hydrogen fuel high-speed motor controllers, DCDC for fuel cells, high-density DC\DC second-generation power supplies and other products.
【Institutional Research】
Shen Sanda A (000032.SZ): Recently intensively investigated by West China Securities, Tianfeng Securities, Huaxin Securities, Zheshang Securities and other institutions.
Fundamental analysis: On July 6, at the Artificial Intelligence Application Innovation Forum of the 2023 World Artificial Intelligence Conference, China Electronics Cloud released a large model of the vertical field of Xingzhi government affairs based on the experience of 70+ urban digital governance practices.
Highlights: 1) The company launched the digital foundation of "China Electronics Cloud". China Electronics Cloud relies on the Feiteng CPU + Kirin operating system + trusted computing 3.0 PKS system built by China Electronics to build a full-stack information and innovation cloud, filling the gap of the full-stack information and innovation cloud in the cloud computing industry. Based on the background of central enterprises and information innovation, China Electronics Cloud has developed rapidly, and has served more than 100 government customers and more than 400 industry customers including the government.
2) The company deeply participates in the data element engineering project in Deyang City, and verifies the data element solution capability; Carry out in-depth cooperation with the municipal governments of Dali City, Jiangyin City and other places to help the implementation of urban data element projects. In 2021, China's system ranked second in the data governance platform market share.
3) China System, the company's holding subsidiary, is the second largest shareholder of EasyStack, with 13.54% indirect shares, and Easystack is the only cloud computing company in China's electronic system.
【Disclaimer】This VIP information product is only for communication and discussion, and does not constitute any investment advice. Unauthorized reproduction is strictly prohibited. For more high-quality information and data products, please log in to the [Zhitong Finance] APP for inquiry.