news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

in the morning trading today, a-shares fluctuated slightly around yesterday's closing point. more stocks fell than rose in the two markets, and trading volume showed a shrinking trend. on the market, oil, information technology, huawei hongmeng, real estate and other sectors rose the most, while shipping, immunotherapy, daily chemicals, diet drugs and other sectors fell the most.

the offshore rmb/usd exchange rate once soared by nearly 300 points, approaching the 7.04 mark during the session. as of press time, it was reported at 7.04460, up 264 points on the day.

the construction of information technology has entered an accelerated period

xinchuang concept stocks strengthened across the board in the morning, with the sector index jumping up and opening higher, rising more than 2% in intraday trading, hitting a new high in a month and a half. tongda hai opened slightly lower, and then rose vertically by 20% in just about 4 minutes; guohua network security opened with a daily limit, closing the board for the third consecutive day, hitting a new high in nearly half a year; more than 10 stocks such as tuowei information and oriental communication also rose by the daily limit or more than 10%.

related sectors such as smart government affairs, information security, cloud computing, and state-owned cloud also followed the surge, with shengshi technology, datang telecom, and huaruan technology hitting their daily limit in batches.

according to the requirements of the state-owned assets supervision and administration commission, by 2027, all central soes will have completed 100% replacement with ict. however, in recent years, the development of the ict industry has slowed down due to multiple factors. with the arrival of a new round of fiscal support and the catalysis of industry ict policies, the issuance of special government bonds is expected to provide sufficient financial support for the construction of ict by the party and government. recently, many places have announced the construction of ict projects.

recently, the shenzhen local financial management bureau publicly solicited opinions on the "implementation opinions of shenzhen on supporting the high-quality development of digital finance (draft for comments)". it proposed to promote the construction of shenzhen's financial ict research base and complete the ict research projects of financial institutions such as banks, securities, and insurance and their partners.

the fujian provincial development and reform commission also recently approved the "feasibility study report and preliminary design plan for the xinchuang transformation project" of the fujian provincial prison administration bureau. 7,536 terminals in the judicial administration area of ​​the government extranet will be upgraded to domestic cloud desktops, and 151 portable computers will be replaced with domestic ones, and domestic operating systems and anti-virus software and other supporting software will be used simultaneously. the total investment estimate of the project is 42.2394 million yuan.

capital securities said that with the arrival of a new round of financial support and the catalysis of industry information technology innovation policies, the establishment of information technology innovation is expected to enter a new round of acceleration period.

according to imedia consulting data, the scale of china's information technology industry will reach 2096.19 billion yuan in 2023, and is expected to reach 3701.13 billion yuan in 2027. china's information technology market has released unprecedented vitality.

china merchants securities believes that the current stock price of the ict sector has fully adjusted, market expectations are low, and bidding shows signs of continued improvement, and the marginal prosperity continues to improve. the national testing of ict continues to advance, and the funding problem may be improved. both the party and government ict and industry ict have accelerated into the business system field, so they are more optimistic about the database and industry information system related to the business system transformation.

"pure-blooded" hongmeng is about to be released

huawei hongmeng concept rose abnormally in the morning, and the sector index opened high and rose to a new high in one and a half months. nantian information closed the board in seconds after opening, and it rose by the daily limit 4 times on the 5th, and its stock price hit a new high in nearly a year; huiwei intelligent once soared by more than 27% during the session; faben information, zhuoyi technology and others rose by the daily limit or more than 10%.

related concept stocks such as huawei computing power, huawei hisilicon, and huawei automobile also showed unusual movements, with changshan beiming, qiming information, and hytera corporation hitting their daily limit.

huawei officially announced that the "2024 huawei autumn all-scenario new product launch conference" will be held on september 24. the market expects huawei to announce more details of the "pure-blooded" hongmeng system harmonyos next.

previously, at the "2024 china international fair for trade in services", chen xinxin, general manager of huawei's hongmeng industry solutions, revealed that huawei's "pure-blooded" hongmeng system harmonyos next, which is fully independently developed, natively secure, and natively intelligent, will launch its official version in the fourth quarter of this year.

at the same time, it is reported that the huawei nova 13 series of mobile phones, which are aimed at young user groups, will also be launched at this autumn's all-scenario new product launch conference. this series will be the first models equipped with the "pure blood" hongmeng system. it is expected that the new system will be released in october and the upgrade will start in november.

according to huawei, the number of hongmeng ecosystem devices has exceeded 900 million, and 5,000 applications have started the development of hongmeng native applications, of which more than 1,500 applications have been put on the shelves, covering convenient life, travel, culture and tourism, financial management and other fields.

hongmeng also launched the "star project", which will invest more than 7 billion yuan to continuously encourage innovations in hongmeng native applications, technical services, sdks, etc., and build a hongmeng ecosystem.

guosen securities pointed out that the "pure-blooded" native hongmeng is deeply integrated with ai, and the ecological construction makes the internet of everything possible. the progress of the open source hongmeng ecological construction has been accelerated, and the coordination of software and hardware has realized the full-scenario industrial chain. thousands of industries are connected to everything, and ecological partners co-create and share to open up a new blue ocean in the industry.