Technology refers to computer technology with Internet technology (IT) as the main body, media refers to new media with Internet, fixed Internet and mobile Internet as the carrier, and telecommunications refers to the service of providing infrastructure for the Internet. The integration of the three is the general trend now and in the future, with the decline of traditional media and the rise of new media, as well as the popularity of online celebrities. Traditional industries are accelerating informatization, and Internet giants have been trying to provide Internet basic services for these enterprises that need new technologies with the old rules of new technologies, which is promising.
There are three indexes tracking TMT industry in Shanghai and Shenzhen A-shares, namely Shenzhen TMT50(3996 10), China Securities TMT(000998) and China Securities TMT 150(H303 18).
Shenzhen TMT50, with the index code of 3996 10, consists of 50 most representative stocks in the TMT industry listed on Shenzhen Stock Exchange. It is weighted by the circulating market value (to be precise, Paixu) and its position is adjusted twice a year (1 and July).
CSI TMT, index code 000998, full name CSI TMT industry theme index. Select 100, the most representative stocks in TMT industry in Shanghai and Shenzhen stock markets, and adjust their positions twice a year (June and 65438+February).
TMT 150, with index code H303 18, selects 100 stocks which are the most representative of TMT industry in Shanghai and Shenzhen stock markets to form sample stocks, and changes positions twice a year (June and 65438+February).
In recent years, TMT industry has gradually become an important driving force to promote the development of national science and technology industry by virtue of its stable economic environment, favorable industrial policies, expanding market demand and breakthrough scientific research achievements.
According to the statistics of Wisdom Bud, among the two industries designated by the CSRC, TMT industry (computer, communication and other electronic equipment manufacturing) ranks first in the number of enterprises, the total number of patent applications in the industry and the average number of patent applications per enterprise in the industry, which are 75, 435, 365, 438+0 and 580 respectively, showing strong scientific and technological strength.
In addition, during the period from August 1 1 to September 6, there were 10 newly listed enterprises in the science and technology innovation board, of which 6 enterprises belonged to TMT industry, and the rest belonged to special equipment manufacturing industry, non-metallic mineral products industry, metal products industry and software and information technology service industry.
The six newly listed TMT enterprises applied for patents 1922, of which 947 were valid patents and 442 were authorized invention patents. The average number of patent applications per company is 320, the number of effective patents 158 and the number of authorized invention patents are 74, which is slightly lower than the average level of science and technology innovation board. The median number of patent applications is 227, the median number of effective patents is 1 1 1, and the median number of authorized invention patents is 40, which is significantly higher than the overall level of the science and technology innovation board.
In the TMT sub-sector, the investment enthusiasm of the technology industry continues to grow. In the second half of 2020, the investment amount of science and technology industry accounts for 63% of the total investment amount of TMT industry, and the investment amount and quantity of Internet and mobile Internet industry have also increased greatly, by 14 1% and 44% respectively.
In the second half of the year, with the control of the epidemic, the entertainment and media industries also achieved rapid recovery, with the investment amount increasing by 4 16% and the investment quantity increasing by 2 18%. But the main investment direction is the communication industry of telecommunication equipment and terminals. Let's look at specific listed companies.
Zhenhua Technology (000733): The company is mainly engaged in the research and development, production and operation of electronic information products. In the first quarter of 200210, the company realized operating income of130.8 billion yuan, up 47.25% year-on-year; The net profit attributable to shareholders of listed companies was 247 million yuan, a year-on-year increase of 65,438+022.90%.
Ji Shen (00002 1): Ji Shen Company's main business includes providing advanced manufacturing services for computers and storage, solid-state storage, communications, consumer electronics, medical devices and other electronic products, as well as the production of R&D and metering systems, automation equipment and semiconductor packaging and testing services, and has cooperative relations with many enterprises.
In the first quarter of 20021,Shenteke achieved revenue of 3.83 billion yuan, up by15.2% year-on-year; The net profit of returning to the mother was 200 million yuan, a year-on-year increase of146%; Deducted non-net profit was 64.04 million yuan, down 39.4% year-on-year.
Ziguang Co., Ltd. (000938): The company's business scope covers the mainstream direction of IT and communication. Thunis Biwei Network invested by our company is the leading network equipment supplier in China, and it is also the first company in China to provide dual-stack core routers of IPv4/v6.
In the first quarter of 200210, the company realized the total operating income of 135 1 100 million yuan, up by 34.55438+0% year-on-year; Deducting non-net profit was 65.438+0.38 billion yuan, a year-on-year increase of-654.38+00.62%; Ziguang's gross profit is 2.44 billion, with a gross profit margin of 18.35%.
China Great Wall (000066): thunis Biwei Network invested by the company is the leading network equipment supplier in China, and the first company in China to provide IPv4/v6 dual-stack core routers. In the first quarter of 20021.1.70 billion yuan, a year-on-year increase of1.78.22%; The non-net profit after deduction is-65,438+0.65,438+0.4 billion yuan, with a gross profit margin of 20.43%.