1. According to media reports, the price of disperse dyes has come back since the beginning of 2019, and it has begun to bottom out. The related products have ushered in two rounds of increase on January 1 and February 12. Recently, the sales of disperse dyes began to be active, and a new round of gains was ushered in on March 18. According to the colorful cloud research data, the latest quotation of black ECT 300% is 47 yuan/kg, up 4.44% from February 12, and the cumulative increase is 12% year-to-date; the latest price of disperse dark blue HGL 200% is 48 yuan/kg, compared with February 12 The daily increase was 4.35%, and the cumulative increase was 11.6% year-to-date; the latest offer of distributed red GS200% was 42 yuan/kg, up 5% from February 12, and the cumulative increase was 13.5% year-to-date; other models of disperse dyes all exceeded 10%.






[Comment]: The concept of price increase. Entering into April, many upstream industries began to enter the peak season. It can be said that on the basis of the early supply contraction, the recovery of downstream demand is the main logic for raising prices, especially for some industries with serious pollution. Zhejiang Longsheng, Bauxite, Jihua Group, etc.






2. According to media reports, the international organic silicon giant, Dow Chemical, announced a full-scale increase in the price of silicone, polymer, sealant and silicone rubber, up to 10%, detonating the market. The price increase will take effect on April 1.






[Comment]: The concept of price increase. The price of silicones, polymers, sealants and silicone rubber can increase by up to 10%. It indicates that the corresponding downstream products may also have the expectation of price increase. As the main raw material of new materials, silicone has a certain catalytic effect on the new material industry. Benefit from stocks






3. According to Hong Kong media reports, informed sources revealed that China is planning to invest billions of dollars to upgrade its supercomputer infrastructure. People familiar with the matter said that China hopes that its latest Dawning supercomputer will run about 50% faster than the best American machines available today. If everything goes according to plan, it will help China regain its position in this year's world's fastest machine rankings.






[Comment]: Supercomputer. The upgrade of the supercomputer will drive the order of supercomputing equipment to have a certain catalytic effect in the short term. Related companies will have strong order orientation, and there are not many companies that have supercomputers. Tiantong shares, Inspur Software, Zhongke Shuguang, Variety shares and so on.






4. Yang Yongjun, deputy director of the Electronic Information Division of the Sichuan Provincial Department of Economics and Information Technology, said that in the newly-launched "New Generation Network Technology Industry Development Program", Sichuan focuses on five aspects: 5G, ultra-high definition video, Beidou system and network security. Force, four key areas will grow 1 to 2 "unicorn" companies by 2022.






【Comment】: 5G. During the construction of 5G, some local governments adopted a more centralized construction method, which means that the concentration of orders will be further strengthened. The leading enterprises corresponding to 5G are expected to gain a stronger voice in the orders. In general, they have certain concerns. Xinhua Wenxuan, Tianhua Super Clean, Kelik, Langxin Technology, Xiling Information, etc.






5. Guangdong governments at all levels are intensively promoting the company's listing on the science and technology board. According to incomplete statistics, as of now, Guangdong Science and Technology Board listed more than 130 backup companies. In addition, the Guangdong Securities Regulatory Bureau and the Shenzhen Securities Regulatory Bureau provide green channels for the companies to be listed by the company, actively cultivate the resources listed on the board, and promote technological innovation and enterprise listing to a new level.






[Comment]: Science and Technology Board. According to the recent news of the Science and Technology Board, it is inferred that medicine and semiconductor will be the first major industries to be listed in the science and technology sector. According to this logic, the main board pharmaceutical companies that are involved in the valuation of the primary market and the benchmarking market can pay attention. Boji Medicine, Huatong Medicine, Dali Pharmaceutical, Magic Pharmaceutical, Luyan Medicine, etc.