The KIMI concept was reactivated, and the Shanghai Composite Index edged down 0.41% at midday
Every reporter: Liu Mingtao Every editor: Ye Feng
As of the close of the morning, the Shanghai Composite Index fell 0.41% to 3032.13 points, the Shenzhen Component Index fell 0.74%, the ChiNext Index fell 0.31%, and the Beijing Stock Exchange 50 rose 0.19%. The half-day trading volume of A-shares was 485.81 billion yuan, further narrowing from the previous month, and the net selling of northbound funds was nearly 4.2 billion yuan.
In terms of funds, the central bank announced that in order to maintain reasonable and sufficient liquidity in the banking system, a 7-day reverse repurchase operation of 2 billion yuan was carried out in the form of interest rate bidding on April 23, and the winning interest rate was 1.8%.
On the news side, UBS upgraded the ratings of A-shares and Hong Kong stocks to "overweight", while UBS upgraded the rating of Chinese stocks to overweight, saying that among the constituent stocks of the MSCI China Index, the consumer and Internet industries have a high proportion, and their performance is expected to perform better as consumption shows initial signs of recovery.
In terms of sectors, TMT picked up, Kimi Concept led the half-day gain, Ciwen Media rose and stopped, and Huace Film and Television and Chinese Online rose by more than 5%. Military informatization concept stocks remained active, with Xingtu Xinke, Guangha Communications, Aerospace Changfeng, and Aowei Communications rising to the limit. In terms of decline, the non-ferrous sector was greatly affected by the futures market.
Last week, Harvest International, ChinaAMC and Bosera Fund all announced that their Bitcoin/Ethereum spot ETFs were approved by the Hong Kong Securities and Futures Commission.
As of April 14, Hong Kong, China has approved two virtual asset exchange licenses, Hash Blockchain and OSL, and virtual asset management licenses for 19 institutions, including Harvest International and China Asset Management.
In terms of application, DePin combines IoT devices and Web3 mechanisms, and its application in energy trading, distributed computing resources, distributed storage and other fields has attracted high attention.
Here, by integrating the latest research report information of a number of brokerages, 4 companies are introduced, which is for reference only.
1. Nantian information
The company has steadily developed the sales of IT products, and continuously strengthened the establishment of a solid industrial chain with domestic and foreign manufacturers such as Dell, Lenovo, and Xinhua III. In the fields of financial information innovation, cloud native, AI and digital security foundation, the increase in demand for localized solutions is expected to support the company's continuous growth.
2. Geer software
As a leader in the PKI field, the company further focused on the general security business and optimized the revenue structure. As the cryptography industry has formed a top-level plan of "one law, three regulations and one regulation", the state has formed a high degree of compliance requirements and implementation rules for the replacement of national secrets, and the transformation of national secrets in the government, medical, financial and public security industries has entered a period of high growth, and the company will benefit significantly as a provider of cryptographic chips, PKI and other products.
3. Airong software
With the gradual acceleration of the commercialization of the new HarmonyOS operating system, major commercial banks are actively adapting to the HarmonyOS operating system, and the company has also participated in the adaptation and transformation of the HarmonyOS APP for some customers, and is deeply involved in the construction of the financial information innovation industry. Five products independently developed by the company and provided services to customers have successfully passed Huawei's Kunpeng technology certification.
4. Lakala
The company continues to increase its investment in technology in the field of science and technology services, and has formed mature product solutions such as credit data modeling and intelligent mediation system, highlighting its strong product strength. As the company continues to expand benchmark customers in catering, retail, transportation and other industries, the technology service business is expected to usher in high growth and gradually open the second growth curve of revenue.
National Business Daily