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Driven by the country's efforts, the information and communications technology industry is expected to see accelerated development.

CITIC Securities is trending on the Internet

Last weekend, a Shanghai uncle (Big A Love in Late Autumn) was bullishCITIC SecuritiesThe video of "CITIC Securities" went viral. He pointed out that CITIC Securities will hit three daily limit ups from July 22 to 25, and the target price will reach 700 yuan per share.

Judging from the content of the video, Shanghai Uncle mainly expressed three points of view:

First, you should buy leading companies with real technological content and the backing of state-owned enterprises. Never buy junk companies, as junk will eventually be thrown into the trash can.

Second, CITIC Securities needs to be adjusted. The previous target price was 450 yuan, and now it is to reach 700 yuan. This week, CITIC Securities will continue to hit the daily limit, and will rise to 68 yuan per share by the end of the year. It will triple next year and will become the company with the largest market value in the A-share market.

Third, we need to revise our previous view: "By the end of July, the market will reach above 3,200 points"; now: "By the end of July, we will see above 3,300 points." On July 29, 30, or 31, the market will reach its daily limit.

From last weekend to today,CITIC SecuritiesIt has continuously dominated the hot stock lists of Snowball, Oriental Fortune Stock Bar, and Flush.

After nearly two days of fermentation,CITIC SecuritiesVoucherToday, the stock surged after opening, fell slightly during the day, and gained momentum near the end of the day, closing up 4.13%. The stock's total trading volume reached 7.36 billion yuan, ranking first among A-shares, with a volume ratio of 3.94 times.

As of the latest closing, CITIC Securities' share price closed at 20.19 yuan per share, which is very different from the target price of Shanghai Uncle (Big A Love in Late Autumn) who is bullish on CITIC Securities. After-hours data showed that the main funds had a net outflow of 621 million yuan from the stock throughout the day.

On the stock forum platform of CITIC Securities, the number of messages from investors has also increased significantly. Some investors said: "Didn't we say that the price would rise by the daily limit?", "I seriously suspect that the uncle is a fortune teller", "Uncle Ya is wrong, the target of 700 has been revised to 70! It will open lower tomorrow", "Use magic to defeat magic".

Many stocks in the ICT industry chain surged

On July 22, the A-share market style changed, and many heavyweight stocks fell, dragging the overall market index lower.China MobileThe stock price hit an all-time high during the trading session, but soon fell back and closed down 2.66%.China PetroleumThe stock opened lower and continued to fall, falling nearly 5% during the session, and then narrowed its decline to 3.41% at the close.Shaanxi Coal Industry, Gujing Gongjiu, Zhejiang Energy Power, Transsion Holdings, Shanxi Fenjiuetc., all closed down more than 3%.

Technology stocks rose against the market trend, and sectors related to the information and innovation industry, such as network security, Huawei Hongmeng, operating systems, medical insurance payment reform, and financial technology, led the gains.National TechnologyHarvest 20cm daily limit,Guohua Network Security, Jida Zhengyuan, Geer SoftwareHarvest a 10cm daily limit.

On the news front, it will take some time for Microsoft to fully recover from the "blue screen" outage. On July 19, Microsoft announced that its Microsoft 365 series of services had experienced access interruptions. The affected software included but was not limited to the Microsoft 365 application series and Microsoft Xbox, causing a large number of corporate computers equipped with Windows systems around the world to experience blue screen failures and fail to start normally.

Junaid Ali, a cybersecurity expert at the Institution of Engineering and Technology in the UK, said this was the world's largest outage since 2017. In 2017, the WannaCry ransomware software used a vulnerability in the Microsoft Windows system to attack networked computers in many parts of the world, affecting the operation of many government departments and multiple industries.

Microsoft said on July 20 that according to current estimates, the massive downtime caused by the upgrade of the security software of Zhongji Company has affected about 8.5 million devices installed with Microsoft Windows operating system worldwide, which is equivalent to less than 1% of the total number of devices installed with Windows system. Although the program error has been corrected, its impact is too wide, and it will take some time for the disrupted order of various industries to return to normal. The network security agency reminds the public and enterprises: Be careful of criminals who take advantage of the opportunity to cheat and steal data.

The autonomous and controllable information innovation is expected to accelerate

In the view of GF Securities, the impact of Microsoft's technical incident on China is as follows:

1. It is expected that the trend of autonomous control shifting from top-down to bottom-up will become more turbulent.

2. The focus of network security is on basic hardware and software and important application software. The demand for localization of servers, network equipment, operating systems, databases, important tool software and functional application software in key areas is expected to be more optimistic.

3. Specific demand will still be mainly market-driven rather than administratively driven, and the opportunities for domestically produced alternative products that are close to or have reached maturity are expected to increase significantly.

4. Specifically, the marginal effect of benefits from AI chips, databases, industrial software including design tools and intelligent manufacturing, as well as EDA and financial IT applications is expected to be greater; network security in a narrow sense belongs to the late cycle of related IT investment and is relatively lagging; servers and other products are driven by their own demand to break out of the short-term trough.

Tianfeng Securities research report believes that the operating system is the cornerstone of the IT system and an important "foundation" supporting digital infrastructure. The Microsoft blue screen incident reflects the necessity of autonomous and controllable operating systems.

Changjiang Securities Research Report pointed out that the global system crash caused by the Microsoft failure highlighted the importance of technological independence. Driven by the state, the information and innovation industry is expected to usher in accelerated development, and it is recommended to pay attention to companies with better structure or high demand.

Two sources of funds are eyeing these leading stocks

According to statistics from Securities Times Databao, as of now, there are 74 A-share stocks in the information and innovation industry chain with a market value of over 10 billion yuan.

On the capital side, since July, a total of 15 stocks have received northbound funds increasing their holdings by more than 100 million yuan, includingMontage Technology, Avionics Holdings, Goertek, Shengyi Technology, Lingyi Intelligent ManufacturingIn the same period, there were only five stocks with net financing purchases exceeding RMB 100 million, namelyFoxconn, Dongshan Precision, Will Semiconductor, Zhongtian Technology, Montage Technology。

Montage TechnologyIt is a stock that has received northbound funds and net financing purchases of over 100 million yuan. The company is an internationally leading data processing and interconnect chip design company. The company currently has two major product lines, the interconnect chip product line and the Jintai® server platform product line. The company expects its net profit in the first half of this year to be 583 million yuan to 623 million yuan, a year-on-year increase of 612.73% to 661.59%. During the reporting period, with the further increase in DDR5 penetration, the company's demand for memory interfaces and module supporting chips achieved a restorative growth; benefiting from the AI ​​industry wave, some of the company's new AI "capacity" chip products began to be shipped on a large scale, contributing new performance growth points to the company.

Judging from the semi-annual report performance forecast, some leading stocks in the ICT industry chain have achieved encouraging results. According to Databao statistics, based on the lower limit of the forecast net profit (if there is no lower limit, the announced value is used), the net profit of six stocks in the first half of the year is expected to double (including turning losses into profits).

Well sharesNet profit growth was the highest, with an estimated net profit of 1.308 billion yuan to 1.408 billion yuan in the first half of the year, a year-on-year increase of 754.11% to 819.42%. During the reporting period, market demand continued to recover, and with the company's product introduction in the high-end smartphone market and the continued penetration of autonomous driving applications in the automotive market, the company's revenue achieved significant growth.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofreading: Liu Rongzhi

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