A rare sharp drop, with the 100 billion level bank shares approaching the limit! The release of blockbuster documents, the carnival of computing power shares, and the continuous high performance of stock placements _ Sina Finance

In the morning, the A-share calculation force plate rose sharply.

　　 Net profit decreased year on year in the fourth quarter of last year

　　 Bank of Jiangsu Approaching the limit

In the morning of April 26, Bank of Jiangsu The opening was significantly lower, with the highest intraday decline of 9.83% and the midday closing down of 9.6%, giving back all the gains of nearly a month, which was the first time that the company had dropped more than 9% since it was listed. The trading volume in the morning was significantly higher, and the trading volume in half a day exceeded 4.2 billion yuan. Bank of Jiangsu has risen slowly this year, excluding the early decline, with an increase of more than 26% in the year. Yesterday, its share price also hit a new high in nearly seven years, with a market value of more than 150 billion yuan.

Yesterday evening, Bank of Jiangsu released its 2023 annual report and 2024 first quarter report, and the growth of the company's net profit slowed down. The report shows that in 2023, the net profit attributable to the parent company will reach 28.75 billion yuan, a year-on-year increase of 13.25%, and the growth rate will drop significantly compared with 28.9% in the same period of the previous year, In the fourth quarter, the net profit attributable to the parent company was 3.097 billion yuan, down 36.77% year on year 。 The first quarter report showed that the net profit attributable to the parent company was 9.042 billion yuan, up 10.02% year on year.

At the performance exchange meeting, the company said that the annual revenue and net profit in 2023 will maintain a healthy growth. Against the background of a high base in the first quarter of last year, the growth rate of revenue and net profit in the first quarter of this year will remain at double digits, reflecting a benign and sustainable development trend. In the future, the company will continue to aim to outperform the market and achieve higher quality development.

In addition to Bank of Jiangsu, several regional banking stocks fell in the morning, Shanghai Rural Commercial Bank Down 7.92%, Bank of Suzhou 、 Changsha Bank 、 Bank of Nanjing It fell by more than 3%.

　　 The calculation force plate rose sharply in early trading

In the morning of April 26, The A-share calculative plate rose sharply, and as of the noon closing, CESTC 、 transtrue 、 Industrial Fulian Ceiling, Zhongji Xuchuang 、 Tongniu Information More than 10%, others Xinyisheng 、 Cambrian 、 Aofei Data Etc.

On the news side, on April 25, the Beijing Municipal Bureau of Economy and Information Technology and the Beijing Communications Administration issued the Implementation Plan for the Construction of Beijing's Computing Infrastructure (2024-2027), which proposed that by 2025, the intelligent computing resource supply should be basically clustered, the intelligent computing facility construction should be autonomous, the intelligent computing capability should be enabled accurately, and the intelligent computing center should be operated green The systematic pattern of intelligent computing ecological development leads the Beijing Tianjin Hebei Inner Mongolia region to build an innovative application highland of intelligent computing industry with international influence.

In addition, the National Data Bureau recently held a national data work conference in Beijing, and proposed to accelerate the construction of the national integrated computing network when deploying key work in 2024. The National Data Administration said that it is actively promoting the construction of the national integrated computing network with an eye to the integrated layout of general computing power, intelligent computing power and super computing power, the integration and coordination of computing power in the east, central and western regions, the integrated application of computing power and data, algorithms, the integration of computing power and green power, and the integration of computing power development and security assurance.

　　 High demand for computing power

　　 The profitability of concept stocks continues to increase

With the support of the policy of calculating data from the east and calculating data from the west, China's comprehensive supply of computing power has rapidly improved. According to the white paper of China's Comprehensive Computing Power Index (2023) issued by the China Academy of Information and Communications, The average annual growth rate of China's total computing power in recent five years is nearly 30%, and the annual compound growth rate of the number of data center racks is more than 30%. According to the data of the Ministry of Industry and Information Technology, as of the first half of 2023, the total scale of computing power in China ranks second in the world, and intelligent computing power accounts for more than half of the new computing power facilities, becoming a new engine for computing power growth.

Against the background of rapid industrial development, The performance of listed companies in A-share accounting sector continued to improve. Statistics show that among the listed companies that have published financial reports, 11 listed companies with the concept of computing power have achieved growth in their net profits in 2023 annual reports and 2024 first quarter reports, including Haiguang Information Zhongji Xuchuang Baoxin Software And other industry leading stocks.

In 2023, Haiguang Information realized 1.263 billion yuan of net profit attributable to the parent company, up 57.17% year on year, and 289 million yuan of net profit attributable to the parent company in the first quarter of 2024, up 20.53% year on year. In its annual report, the company said that Hibiscus DCU is designed based on large-scale parallel computing microstructure, and has powerful computing power in full precision data formats. It is a general-purpose coprocessor with powerful computing performance and high energy efficiency.

In 2023, Zhongji Xuchuang realized a net profit attributable to the parent company of 2.174 billion yuan, up 77.58% year on year, and a net profit attributable to the parent company of 1.009 billion yuan in the first quarter, up 303.84% year on year. In 2023, thanks to the gradual increase in the proportion of high-end products such as 800G/400G, the continuous optimization of product structure, and the continuous cost reduction and efficiency increase, the gross profit margin and net profit margin of the company's products will be further improved.