Cloud giants' capital investment remains strong, and medical device policies are frequently issued.

　①Strong capital investment from cloud giants continues to drive the growth of the IDC industry

　　Recently,Microsoft，Google，Amazonand other cloud giants have released their latest financial reports, showing that cloud-related revenue continues to accelerate, benefiting from strong online shopping, online entertainment, and remote work demands among consumers during the pandemic. Amazon, Microsoft, and Google have all stated that they will continue to increase investment in the cloud, and high capital expenditures are expected to continue in the second half of the year.

　　Guoxin Securitiesbelieves that, from an industry trend perspective, the industry as a whole benefited from policy dividends and high growth in the first half of last year, while year-on-yearAchievementsmay slow down in the first half of this year, and a turning point may be reached in the second half of the year, with a main upward trend possibly emerging in the third quarter.

　　Related stocks:移远通信、GDS Holdings、Aofei Data

　　②The market space for China's pre-made dish industry is expected to exceed 200 billion yuan in the next ten years

　　According to the China Frozen and Refrigerated Food Professional Committee, the revenue of China's pre-made dish industry in 2020 was 31.381 billion yuan, with a compound annual growth rate of 95.46% over the past five years.

　　GF Securitiesbelieves that China is expected to produce leading companies with revenue exceeding 30 billion yuan, with single-item pre-made dish revenue exceeding 10 billion yuan.

　　Related stocks:Anjing Food、Weizhixiang

　　③Frequent medical device policies drive innovation and lead the future

　　Last week, the State Drug Administration (SDA) issued an interpretation of the "Notice on the Registration of Drug-Device Combination Products" (No. 52 of 2021), providing clearer answers on the registration and definition of drug-device combination products, reflecting the trend of stricter regulation and encouragement of innovation in the context of rapid development in the pharmaceutical industry.

　　Zheshang Securitiesbelieves that companies with strong R&D capabilities in the medical device field, rapid product iteration, and certain technological advantages overseas are worthy of attention.

　　Related stocks:Mindray Medical、Xianjian Technology，MicroPort Scientific Corporation，Blue Sail Medical、Berry Genomics

　　④Layout of the glass sector's golden pit, long-term optimism for consumer building materials leaders

　　Last week, the national average Price of float glass was 154.17 yuan/weight box, a month-on-month increase of 2.2%, and a year-on-year increase of 66.6%. Inventories totaled 17.08 million weight boxes, a month-on-month decrease of 4.4%, and a year-on-year decrease of 47.3%.

　　Oriental Securitiesbelieves that the glass industry has strong terminal orders, and both factory and social inventories are at low levels. Driven by peak season demand, the Price is expected to continue to rise, and leading companies have created a "golden pit" last week, with a high valuation and Price-performance ratio.

　　Related stocks:Xinyi Glass，Qihong Group、South Glass A

​

This information comes from the Internet. Please contact us to delete it if there is any infringement.