First, the news selection

1. MSCI's inclusion factor for China's large-cap A-shares increased from 5% to 10%;MSCI ChinaA-share indexWill add 18 newgemThe 26 A-shares, including stocks, did not exclude stocks.

2. In April, the average daily freight load of the national railway increased by 9.8% year-on-year, which was 7.7 and 6.7 percentage points higher than that of March and the first quarter of this year respectively.

3.Yangtze River DeltaThe first three provinces will jointly hold the “First Yangtze River Delta Integration Innovation Achievement Exhibition” in Wuhu, Anhui Province, to further promote the coordinated development of regional science and technology innovation.

4. Hebei Rongcheng County announced on the 14th (2019) No. 1 and No. 2 land acquisition and compensation and resettlement plan announcement, marking the official start of the resettlement work of Xiong'an New District.

5. Northward funds sold a net profit of 10.899 billion yuan on the 14th, which was the second highest net outflow since the establishment of the interconnection mechanism.Hikvision,Makino sharesThe company was bought against the market.

Second, major events

 Create advanced smart city rail transit A ​​series of new technologies will be applied

Yang Chuantang, secretary of the Ministry of Transport, conducted research and discussion at the Beijing Rail Transit Command Center on the 14th. He stressed that it is necessary to strengthen technological capabilities and create advanced smart urban rail transit. Strengthen innovation drive, improve management efficiency, and actively research and apply smart sensory passenger flow technology, driverless technology, smart security new technology, and promotethe InternetPurchase tickets, customized travel planning, operational dynamic information inquiry, etc., to expand the breadth and depth of urban rail transit services.

Comments: According to the calculation of the agency, since the establishment of the infrastructure supplement short-board in the fourth quarter of last year, the National Development and Reform Commission has approved more than 900 billion yuan of rail transit projects, and the approval speed is much higher than in the past. As of the end of last year, the investment in urban rail transit and the mileage under construction have all reached record highs. Related smart device manufacturers are expected to fully benefit.

Eastern Net Force(300367) Its products maintain a leading position in the high-speed rail and urban rail transit PIS market;Jiadu Technology(600728) Not long ago, he won the bid for the 11.9 billion yuan project of Guangzhou Metro. The successful case of "Urban Traffic Brain" received media attention;Yunda Technology(300440) Main rail transit operation simulation training system, on-board monitoring and control equipment for rolling stock.

 The seventh national super-computing center was approved by the Ministry of Science and Technology.

According to Henan Daily reported on the 14th, the National Supercomputing Zhengzhou Center was approved by the Ministry of Science and Technology to become the seventh national supercomputing center approved by the Ministry of Science and Technology. It was also the first national supercomputing center approved by the Ministry of Science and Technology. The center is scheduled to be completed in the first half of 2020. It will be equipped with a technologically advanced, self-controllable new generation supercomputer system with a peak computing capacity of 100 PAops (1 Pflops equals one petaflop per second) and a storage capacity of 100 P. Strive to calculate the computing power ranking into the top 10 international.

Comments: The organization believes that the improvement of the level of computing power is of great significance to China's basic scientific research, key vertical industry applications and scientific discoveries. Domestic users can significantly shorten the R&D process through ultra-high-speed computing capabilities, and thus gain a head start in the competition. As a rising star of supercomputer, China has great potential in the future, whether it is high-end super-computer research and development, or software and application ecology.

Zhongke Shuguang(603019) participated in the construction and upgrading of multi-site supercomputing centers;Inspur information(000977) is the domestic server leader, before the joint NVIDIA released a new generation of AI supercomputer.

 VE capacity pattern or facing remodeling

According to the feed Baba network report, on the 14th, the vitamin E faucet made a large offer to 60 yuan / kg, the increase exceeded expectations, the mainstream market price in the previous period was 45 yuan -48 yuan per kilogram. In addition, the output of foreign VE factories decreased significantly, market transactions were active, and some traders offered higher prices.

Reviews: ChinaGuohai SecuritiesIt is believed that the integration of international chemical giant DSM to Nante Technology is just around the corner, and the VE capacity pattern is facing reshaping. Considering the expectation that the company can stop production and transformation, the bottom of the VE price is expected to move up to the next year. In addition, the supply and demand of the VA industry is tightly balanced, and the price increase is expected to be strong. The price has increased by more than 20% since April. Company side,Zhejiang Medicine(600216),Xinhecheng(002001) and so on for the vitamin E faucet.

 5G temporary license issuance is expected to heat up

According to media reports, May 17th is World Telecom Day, which the industry believes is an important point in the issuance of 5G temporary licenses. A few days agoChina UnicomAt the event, Beijing Unicom has taken the lead in launching a 5G scale trial for commercial use, and Beijing will begin trial commercialization of 5G in the near future. This side confirms that the 5G temporary license will be issued soon.

Comments: Earlier, it was reported that the Ministry of Industry and Information Technology had agreed to participate in the 5G construction of the Guangzhou Power Grid. China Radio and Television is applying for mobile communication qualification and 5G license. The industry said that the relevant national authorities have considered giving the fourth 5G license to the cable TV network operators under the Radio and TV Department, and may want to breakMobile InternetNetwork and cable network boundaries. In the future, once the relevant departments of the broadcasting and TV department apply for the 5G license, the radio and television system will take advantage of the rapid cornering overtaking to enter the high-speed mobile Internet era.

Hubei Radio and Television(000665),Tianwei video(002238) and other radio and television companies are expected to benefit. In addition, the 5G propulsion speed continues to exceed expectations, and industry chain suppliers will benefit from order growth.Dafu Technology(300134) 5G communication RF products have been continuously supplied to customers such as Huawei.

 The ultra-large-scale data center market is rising rapidly. The future market is vast.

Recently, Globla Market Insights released the latest data in the ultra-large data center market. The data shows that in 2018, the value of the hyperscale data center market is slightly higher than 20 billion US dollars, and is expected to rise to 65 billion US dollars by 2025. Relevant analysis indicates that the rapid rise in the hyperscale data market is driven primarily by the continued demand for big data and cloud computing solutions in distributed computing environments.

Comments: Analysis believes that the data center is the core hardware carrier to support network traffic. As the network traffic continues to grow at a high speed, the size of the data center market and the size of the single building are also increasing. Leading cloud computing companies, including Amazon and Ali, continue to grow their investment in hyperscale data centers. Cisco predicts that by 2021, hyperscale data centers will account for 53% of all data center servers. China's current ultra-large-scale data center market share is small, and the market space is broad in the future.

Data port(603881) is a leading third-party customized IDC service provider in China and one of the core IDC service providers in Ali.Zhongji Xuchuang(300308) The company's optical module business will benefit from the rapid growth of ultra-large data centers.

Third, today's opportunity

Create advanced smart city rail transit A ​​series of new technologies will be applied

Smart Transportation Concept Unit:Eastern Net Force(300367),Jiadu Technology(600728)

The seventh national super-computing center was approved by the Ministry of Science and Technology.

Supercomputer concept stocks:Zhongke Shuguang(603019),Inspur information(000977)

VE capacity pattern or facing remodeling

Vitamin concept stocks:Zhejiang Medicine(600216),Xinhecheng(002001)

5G temporary license issuance is expected to heat up

5G concept stocks:Hubei Radio and Television(000665),Tianwei video(002238)

The ultra-large-scale data center market is rising rapidly. The future market is vast.

Data Center Concept Unit:Data port(603881),Zhongji Xuchuang(300308)

Fourth, the announcement of the selection

Shennan shares(002417) plans to acquire Weihai Yihe, involved in the manufacture of military-specific equipment. Weihai Yihe's main research and development, design, manufacturing and technical support services for military logistics support equipment and weapons and equipment.

Satellite petrochemical(002648) The annual production of 150,000 tons of polypropylene second phase project completed the trial production record.

Zhongman Petroleum(603619) Signed a contract for the 149 million yuan Russian exploratory project, accounting for 10.7% of the 2018 revenue.

Ci Wen Media(002343) The controlling shareholder increased its holding of 1.8734% shares. After this increase, Huazhang Investment will account for 11.82% of the company's total share capital.

Tonghua Golden Horse(000766) Signed an industrial cannabis cooperation project agreement with the Qitaihe Municipal Government of Heilongjiang Province and the Heilongjiang Academy of Sciences.

Xinzhu shares(002480) The company was includedState-owned enterprise reform"Double Hundred Enterprises" list.

ZTE(000063) Signed a 5G strategic cooperation agreement with Guodong Group.

Ruimaotong(600180) A wholly-owned subsidiary signed a cooperation agreement with the Zhengzhou Commodity Exchange.

Source: Jufeng Investment

Author: Ran Bi practicing certificate: A0680618110001

Disclaimer: The above contents are for reference only and do not constitute specific operational recommendations. According to this operation, the operation is at your own risk and at your own risk.