Insurance Fund holds 13 cloud computing leading stocks for 5 consecutive quarters

Insurance Fund holds 13 cloud computing leading stocks for 5 consecutive quarters

The Social Security Fund holds 13 leading cloud computing stocks for five consecutive quarters. During the recent market adjustment, the technology stock market continued to heat up. The quiet cloud computing sector returned to the market vision on Wednesday, and overall growth.

28%, highly sought after by mainstream funds in the arena.

  In terms of individual stocks, on Wednesday, 5 stocks including Variety, Guomai Technology, Radio and Television Network, Netac Technology, and Shennan Co., Ltd. harvested daily limit.

65%), Austrian data (5.

60%), and crystal technology (5.

28%), ZTE (5.

21%) and Gehua Cable (5.

03%) and other stocks also rose strongly over 5%.

  In terms of capital flow, a total of 51 concept stocks in the sector are ready to be favored by the funds on the market Wednesday. Among them, ZTE (48996).

540,000 yuan), variety stocks (12,290.

530,000 yuan), radio and television network (11967.

770,000 yuan), Great Wall of China (7819.

08 million yuan), Fortis Xinmao (5767.

400,000 yuan), Netac Technology (4216.

140,000 yuan), Halo New Network (3908.

20,000 yuan), HKUST Xunfei (3086.

890,000 yuan), Gehua Cable (2640.

440,000 yuan), Netsu Technology (2145.

79 thousand yuan), Ji Shi media (1961.

04 million), UFIDA Network (1490.

99 million yuan), Beacon Communications (1450.

500,000 yuan), Shennan shares (1171.

660,000 yuan) and Gaoxing (1041.

750,000 yuan) and other 15 concept stocks have a net inflow of more than 10 million yuan, attracting 1.1 billion yuan in total.

  According to statistics, on the basis of high-speed growth in 2018, the revenue of the cloud computing industry continued to grow in the first quarter of 2019, and the growth rate increased from the previous quarter.

Statistics show that in the first quarter of 2019, the total revenue of the cloud computing industry increased by 30 year-on-year.

47%, the income continued to maintain a high growth trend, the industry boom continued.

Advance payment 42.

4.3 billion, an annual increase of 15.

28%, a significant increase from the fourth quarter of 2018.

  From the performance of listed companies, there were 73 companies whose net profit attributable to shareholders of the parent company gradually increased in the first quarter of 2019, accounting for over 60%.

Among them, 20 companies have doubled their net profit attributable to shareholders of the parent company in the first quarter of 2019, and Huasheng Tiancheng (929.

45%), Longyuan shares (760.

15%), Variety shares (620.

99%), Focus Technology (588.

49%), aerospace information (406.

37%), Dongfangtong (358.

38%), Topway Information (351.31%), Tongfang shares (340.

95%) and Talls (339.

91%) and other companies in the first quarter of 2019 reported annual results have achieved annual growth of more than 300%, showing gradual growth capabilities.

  As for the interim report performance forecast, as of June 5th, 12 companies have taken the lead in disclosing the 2019 interim report performance forecast, Dongfangtong, ZTE, Netsu Technology, Topway Information, 263, Honghe Technology, etc. 6All companies expect that the net profit attributable to shareholders of the parent company in the first half of 2019 will continue to grow.

  In the context of sustained and steady growth in performance, the leading stocks of the sector have obtained long-term funds in advance, which attracts attention.

As of the end of the first quarter of this year, ZTE, Gehua Cable, Zhejiang Digital Culture, Zhejiang University Netnews, Taichi, Jesse, Julong, Gaoxing, Shuke, China Aerospace Information, Qixin Group, Inspur Information, Digital China, etc.13 stocks were held by the Social Security Fund for 5 consecutive quarters.

  For ZTE, Guoxin Securities said that the company’s business focuses on three major areas: operator networks, government and enterprise, and consumers, and actively expands strategic emerging markets such as the Internet of Things, Internet of Vehicles, optical communications, silicon light, Pre-5G / 5G.

Taking into account the company’s competitiveness in the field of 5G network equipment, the company actively develops international business, research and development is in place, and the entire industry chain is deployed. Future performance is expected to continue to grow and reproduce its leading style, maintaining a “buy” rating.

  In addition, according to Baidu ‘s official website on June 5, the BaiduCreate2019 Baidu AI Developer Conference will be held at the Beijing National Convention Center from July 3rd to 4th.

According to the statistics of the China Academy of Information and Communications Technology, more than half of the enterprises deploy private clouds in the form of overall procurement of hardware, software, and services, and a few companies purchase software and services separately.

In the future, the software and service market share is expected to increase significantly through the improvement of hardware equipment standardization and software substitution capabilities.

  Regarding investment opportunities in the market, Fortune Securities said that at present, the speed and intensity of safe and controllable implementation will increase, shifting from policy-driven to policy and market two-wheel drive to ensure the stability and sustainability of the highest industrial chain in extreme cases.Sex.

Although the performance of some core products is somewhat different from that of overseas manufacturers, the higher security and controllable industry chain can take advantage of scale and industry chain support to obtain opportunities for rapid transformation and update and improvement, and there is room for continuous improvement.

It is recommended to pay attention to the leading companies in the cloud computing industry and some high-tech companies 苏州桑拿网 with core technologies, including Zhongke Shuguang, Shencong, China Software, Inspur Information, etc.

  13 cloud computing concept stocks held by the social security fund for five consecutive quarters. At a glance. Securities code Securities name. First quarterly report of 2019. Revenue (yuan). First quarterly report of 2019. Net profit attributable to shareholders of the parent company. (%) First quarter of 2019.Number of shares (10,000 shares) Number of shares held by social security funds in the fourth quarter of 2018 (10,000 shares) Number of shares held by social security funds in the third quarter of 2018 (10,000 shares) Number of shares held by social security funds in the second quarter of 2018 (10,000 shares)The number of shares held by the fund (10,000 shares) is 600,271.

SH space information 0.

2800406.

371499.

851599.

841541.

341299.

851449.

95-600633.

SH Zhejiang number culture 0.

2000183.

252000.

914900.

915100.

915043.

145380.

74 603019.

SH Zhongke Shuguang 0.

0800122.

73856.

981500.

001500.

001500.

001500.

00 000063.

SZ ZTE.2100115.

954209.

795613.

447883.

414498.

896918.

89 600797.

SH Zhejiang University Net New 0.

060093.

363650.

016400.

016000.

014345.

684576.

66 000977.

SZ wave information 0.

071667.

89440.

292224.

842224.

84725.

31424.

18 300202.

SZ Julong shares 0.

016051.

401000.

011600.

001600.

001600.

001600.

00 600037.

SH Gehua cable 0.

178945.

174999.

516499.

516900.

255999.

516100.

71 002301.

SZ Unity Group 0.060030.

843710.

903598.

892058.

861483.

48988.

99 000034.

SZ Digital China 0.

208922.

22900.

001249.

071249.

07900.

00417.

87-300098.

SZ high emerging 0.

076010.

892809.

872959.

872759.

882659.

881568.

98 002368.

SZ Tai Chi shares 0.

04816.

651754.

842445.

942545.

942908.

772877.

30 002544.

SZ Jessie Technology 0.

0447-22.

852478.

812478.

812478.

812478.

812746.

33