[review today]
The weekend mobile balloon incident had a great impact on the market, and foreign investment is in a state of outflow again today. Domestic investment seems to be followed by the collapse of the market, A-shares did nothing throughout the day. Northbound funds today outflow 500 million yuan, mainly buying Chinese software (600536.SH), Ningde era (300750.SZ) and so on.
To make matters worse, PICC property insurance issued a "prohibition" liquor stocks fell today, it should be said that this is a clich é. After restricting public consumption in 2012, various local government units will issue relevant documents every year to regulate public-funded alcohol consumption. Bad mainly affects mood, Wuliangye (000858.SZ) fell nearly 4 points, essentially no impact on the industry, other varieties have varying degrees of pull back.
The number of trading limit decreased significantly, and the market activity further decreased. There is no special performance in the military industrial unit of the sudden balloon incident, and those with a high degree of identification such as Chengfei Integration (002190.SZ) have been smashed into dogs by bears today. Note that Guangqi Science (00439), which is very close to this theme, has risen nearly 88 points today, and the 002625.SZ in the A-share market has also changed a bit, but the fundamentals are really lacklustre, and there is no limit today. Unless it is Hong Kong stocks Guangqi Science continues to make room.
The strongest artificial intelligence topics continue, and the two giants Alphabet Inc-CL C and Microsoft Corp are competing in an all-round way, because ChatGPT may be a subversive technology that will have a significant impact on many industries. There is a saying that Alphabet Inc-CL C's search engine will be replaced, but the technology is not up to date. Baidu, Inc. is also developing in this direction. The market is built around authentic varieties, such as Cloud from Technology (688327.SH) and pulled out of 20CM, University of Science and Technology Fast Flying (002230.SZ) is also quite sound, once the limit. Leading Hanwang Technology (002362.SZ) has no intention of opening the board yet. The 002354.SZ mentioned last Friday has the concept of a game directly, with Jiangnan Chemical (002226.SZ) on the first board. There is a lot of overlap between the digital economy and AI. Such as Zhizhen Technology (003007.SZ).
Last Friday mentioned meta-universe direction of broad shares (002103.SZ) rose again, Nuggets Dragon and Tiger list's 002241.SZ shares also steadily follow the trend, take Apple Inc this line, there are more things to dig, the back of the VR helmet is a highlight.
Eight departments, including the Ministry of Industry and Information Technology, launched a nationwide pilot project on February 3 to fully electrify public domain vehicles. The ratio of new public charging piles (standard piles) to the number of new energy vehicles promoted in the public domain (standard vehicles) will reach 1:1. The proportion of parking spaces in charging facilities in highway service areas is expected to be no less than 10% of small parking spaces. This is a very real and clear positive, the product into the electron (002339.SZ), Altsun (002227.SZ) recognition is relatively high.
Digital economy Web3.0
Damus, the popular new Web3 social platform, has seen a surge in downloads. In recent days, the launch of Damus, an app known as the "Web3 version of Twitter", has attracted attention. According to its official news, Damus has been downloaded more than 56000 times on Appstore and ranked in the top 10 of App Store Free Social App in the United States, surpassing Wechat. A few days ago, Beijing issued the list of key tasks of the 2023 Municipal Government work report, which proposes to implement the regulations on the promotion of the Beijing digital economy, promote the construction of the Beijing data Special Zone, and carry out a demonstration of the data basic system in advance.
002354.SZ: in the three months since its launch, the virtual digital human has more than 3 million followers and more than 160 million video broadcasts. Yuanjing Technology Virtual Digital Human has been connected to models such as ChatGPT, and "MetaSurfing-Yuanheng Intelligent Cloud platform" has been incorporated into the AIGC technology route.
Charging pile
On February 3, eight departments, including the Ministry of Industry and Information Technology, launched a pilot project in the pilot area for the comprehensive electrification of public domain vehicles nationwide, with a trial period of 2023 / 2025. The proportion of new energy vehicles in new and updated vehicles has increased significantly in pilot areas, with urban public transport, rental, sanitation, postal express delivery, and urban logistics and distribution striving to reach 80%. The ratio of newly added public charging piles (standard piles) to the number of new energy vehicles promoted in the public domain (standard vehicles) will strive to reach 1:1, and the proportion of parking spaces in charging facilities in highway service areas is expected to be not less than 10% of small parking spaces, forming a number of typical comprehensive energy service demonstration stations.
002227.SZ: in cooperation with Southern Power Grid, we have completed the equipment supply of Shenzhen Universiade Center, Harmony two electric vehicle charging stations and 134charging piles. Electric vehicle charging products have been used on many highways and launched a single integrated power super-1000KW product.
Integrated Electronics (002339.SZ): provides high-power DC fast charging equipment with voltage range 200V-1000V, cooperates with Changan Automobile, Sinotruk, Special vehicle main engine Factory and other enterprises, and is Huawei Yunyou's selective dealer and certification grade solution partner.
[Nuggets Dragon and Tiger list]
Zhizhen Technology (003007.SZ):Multi-main force appeared in the Dragon and Tiger list, two institutional seats bought 7.25 million yuan, buy three seats of the well-known hot money Sunan gang bought 8.02 million yuan, the net purchase of 15.82 million yuan that day, the stock volume break through the box today, is expected to hit the previous high.
Fundamental analysis:According to the announcement on the evening of January 29, 23, the company expects a 22-year net profit of 34 million-42 million, a year-on-year turnround to profit, and the gross profit margin of software development and other businesses rebounded during the reporting period. The company is the leading supplier of ICT operation and management system in China.
The company has data center intelligent operation and maintenance software system products, long-term service to China Mobile Limited, is Huawei's partner. According to the company, judging from the market distribution of OSS systems of China Mobile Limited Group, professional companies and provincial companies, the company has become the main supplier of its next-generation OSS system. The increase in market share of the company's core products and services has laid the foundation for medium-and long-term development.
The company set up an AI studio to conduct in-depth research on AI technology according to the application characteristics of OSS, and enable the application of algorithms such as timing prediction, voice graphics setting, anomaly detection and association analysis in typical business to form a company-level public AI capability, which can empower the rapid development of AI application scenarios for products.
Recently, Beijing issued the list of key tasks of the 2023 Municipal Government work report, which proposes to implement the regulations on the promotion of the Beijing digital economy, promote the construction of the Beijing data Special Zone, and carry out a demonstration of the data basic system in advance.
[institutional research]
Dreamnet Technology (002123.SZ):Recently, it has received intensive research by institutions such as Tianfu Fund, Huafu Fund, Oriental Fund, Cathay Pacific Fund and so on.
Fundamental analysis:2022Q3's revenue grew by nearly 50%, and its home net profit grew by 610%, mainly due to the rapid development of 5G messaging business. In the third quarter of 2022, the billing volume of 5G rich media message service increased by 343.03% compared with the same period last year; at the same time, the billing volume of international cloud communications business increased by 353.49% year-on-year, and revenue increased by 277.08%. In recent years, the company has successively established cooperative relations with well-known terminal manufacturers at home and abroad, such as Huawei, XIAOMI, oppo, Samsung, Meizu and so on, accumulating good advantages for upgrading the original basic message service of the terminal.
According to the announcement issued by the company on January 3, 2023, Shenzhen Mengwang Technology Development Co., Ltd., a subsidiary of Mengwangyun Technology Group Co., Ltd., recently signed a "Zhixin Technology Service contract" with Unicom online Information Technology Co., Ltd. The landing of this cooperation with Unicom further confirms the potential of the company's business model change in the 5G message era.
In December 21, the company selected a mobile Internet partner, reached a cooperation with Telecom in May 22, and signed a cooperation agreement with China Mobile Internet in August 22. AIM/ SMS Mini Program, which currently covers nearly 700 million mobile terminals, is one of the upgraded versions of 5G rich media messaging. Based on the customer expansion of the two major operators China Mobile Limited and China Telecom Corporation, and relying on the close cooperation between the company and partners to enhance the capability of cloud communications products, it is expected to further open the space for business development.