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On August 23, the three major A-share indices fluctuated and rebounded. As of the close, the Shanghai Composite Index rose 0.20%, the Shenzhen Component Index rose 0.24%, the ChiNext Index rose 0.02%, and the Beijing Stock Exchange 50 Index fell 0.70%. The turnover of the Shanghai, Shenzhen and Beijing stock markets was 513 billion yuan.

In terms of sector themes, batteries, lithium mines, and clothing and home textile sectors saw the largest declines, while online ride-hailing and pharmaceutical sectors fell. Huawei's industrial chain exploded, and concept stocks for the Western Development rose in late trading.

Western Development Concept Stocks Move

Today, the concept of western development rose in the late trading.Western Construction、Xinjiang Communications ConstructionDaily limit,Beixin Road Bridge、Tianshan Shares、Sichuan Golden Summit、Qingsong Construction ChemicalWait for the price to rise.

On the news front, the Political Bureau of the CPC Central Committee held a meeting on August 23 to review "Several Policy Measures to Further Promote the Formation of a New Pattern of Western Development."

Popular stocks in the infrastructure sector at the end of tradingTibet Sky RoadThe stock hit the daily limit, with a turnover rate of over 24%, closing at 6.33 yuan per share, with a latest market value of 8.158 billion yuan. In the early trading, the stock was close to the daily limit.

Riding on the concept of large-scale infrastructure, Tibet Tianlu previously hit the daily limit for three consecutive trading days. On the evening of August 15, Tibet Tianlu issued a stock trading risk warning announcement stating that the company's current main business is the production and sales of building materials. At present, the company's main business and daily operations have not undergone major changes, and the market environment and industry policies have not undergone major adjustments.

On August 13, the stock turnover rate of Tibet Tianlu was 6.74%; on August 14, the stock turnover rate of the company was 2.36%; on August 15, the stock turnover rate of the company was 34.18%. Tibet Tianlu said that the company's stock turnover rate is high, and investors are advised to fully understand the risks of secondary market transactions, make prudent decisions, and invest rationally.

According to the performance forecast disclosed by Tibet Tianlu on July 10, the company's net profit loss in the first half of 2024 is expected to be 60 million to 99 million yuan. Compared with the same period last year (statutory disclosure data), the loss is expected to decrease by 136 million to 175 million yuan, a year-on-year reduction of 57.93% to 74.51%.

Tibet Tianlu analyzed that in the construction sector, the competition in the Tibet construction market has intensified, the company's existing projects have been completed one after another, and the incremental projects are limited, resulting in a significant year-on-year decrease in operating income. In addition, the state has strengthened the management of government investment projects in key provinces such as Chongqing, strictly controlled new government investment projects, and strictly cleaned up and standardized government investment projects under construction. Therefore, during the forecast period, the operating income and profits of the relevant building materials sector were affected to varying degrees.

In the building materials sector, Tibet Tianlu said that the overall effective demand in Tibet's cement market was weak, market competition was more intense, and the company's cement sales and prices fell year-on-year; the coal and other resources required by Tibet's cement companies are highly dependent on supply from outside the region, and the room for cost reduction is limited, and cost reduction cannot make up for the impact of price cuts.

Huawei's industry chain rose across the board

Today, Huawei's industrial chain rose, with Huawei HiSilicon leading the rise.Shenzhen Huaqiang7 consecutive boards,Ubox20% daily limit,Gongjin SharesThe stock price hit the daily limit, and China Power Port, Liyuan Information, Huibo Yuntong, Huilun Crystal, Sichuan Changhong and others followed suit.

Shenzhen Huaqiang, which has been on the board for seven consecutive days, said on the interactive platform on August 22 that the company's main business is the authorized distribution of electronic components, and it is one of the main agents of the domestic leading chip design companies (referred to as "original factories"). The company's sales revenue from the original factory product line is affected by the progress of the original factory's product research and development and launch, the market competitiveness of the products, and the sales strategy. Therefore, the proportion of the product line in the company's sales revenue will also change every year.

In addition, an investor asked Ubox on the interactive platform: Huawei will hold the Huawei Developer Conference in Songshan Lake, Dongguan from June 21 to June 23. Will the company attend? Are there any specific products involved in the developer conference? Will the specific cooperation with Huawei be disclosed at that time?

In response, Ubox responded: The company participated in the 6th Huawei Developer Conference 2024 (HDC.2024) held in Songshan Lake, Dongguan from June 21 to June 23, 2024, and exhibited the open source Hongmeng version DT50 5G of the smart mobile data terminal based on OpenHarmony in the OpenHarmony unified interconnection exhibition area. Ubox's open source Hongmeng version DT50 5G has not only completed the adaptation of domestic chips and OpenHarmony systems, but also carries China's self-developed single Beidou global satellite navigation system. With its excellent product performance, Ubox's open source Hongmeng version DT50 5G is widely used in medical, power, energy, transportation, logistics, retail and other industry scenarios, and has been piloted.

Recently, a brokerage research report pointed out that Huawei's two conferences in September are worth looking forward to. Huawei and HiSilicon's All-Connect Conference is about to be held. It is recommended to pay attention to investment opportunities related to core manufacturers in the industrial chain. In other directions, it is recommended to pay attention to companies related to the industrial chain such as domestic servers, domestic mobile phones, domestic automobile industry chains, equipment/connection/operating systems, etc.