Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The overall trading activity in the Sci-Tech Innovation Board decreased, with an average daily transaction amount of approximately 151.69 billion, down from 189.45 billion the previous week, and an overall increase of 4.33% in the board [6][7][15] - The total number of listed companies on the Sci-Tech Innovation Board reached 585, with a total market capitalization of 8,333.57 billion [6][7] - The AI terminal industry is projected to reach a scale of over 800 billion by 2026, with a goal of introducing over 50 popular AI terminal products [6][7] - The report identifies three main lines of investment focus within the AI industry: AIDC and computing power facilities, the demand for training and inference machines due to private deployment, and the accelerated development of edge AI [6][7][30] Summary by Sections Market Overview - The Sci-Tech Innovation Board saw a decrease in trading activity, with a daily average transaction amount of approximately 151.69 billion, down from 189.45 billion the previous week [6][7] - The average turnover rate for the board was 16.61%, lower than other boards [7][15] - The overall PE ratio for the Sci-Tech Innovation Board is approximately 52.61, which is higher than other major boards [7][33] Industry Performance - Most industries on the Sci-Tech Innovation Board experienced an increase, with the defense and military industry showing the highest weekly increase of 9.76%, while the beauty and personal care industry had the largest decline of 0.80% [15][16] - The electronic industry has the highest average PE ratio at 94.75, while the agriculture, forestry, animal husbandry, and fishery industry has the lowest at 14.83 [19][33] Company Performance - Among the 585 listed companies, Zhiyuan Huilian led with a 51.43% increase, while Yuke Technology had the largest decline at -13.17% [23][29] - The report highlights that the average PE ratio for the Sci-Tech Innovation Board is significantly higher than that of the A-share market [19][33] Fund and Index Performance - The report notes that the thematic funds related to the Sci-Tech Innovation Board performed better than index funds, with the largest increase seen in the Guangfa Technology Innovation A fund at 9.55% [6][7] - Nine new Sci-Tech Innovation Index ETFs were launched, attracting significant investor interest and capital inflow [42][44]
科创板周报：深圳发布《加快推进AI终端产业发展行动计划》-2025-03-12
Yin He Zheng Quan·2025-03-12 08:07