On February 27, the new quality productivity sector set off another rising tide, and Kelai Electromechanical won 13 consecutive boards, surpassing the 11-consecutive board record set by Shenzhen China A at the beginning of the year, and becoming the new king of A-shares so far this year. As of the 27th**, Kelai Electromechanical reported 4103 yuan shares, a cumulative increase of 245% since February 1.
Financial Investment News reporter Liu Min
The reporter of the Financial Investment News noticed that since the beginning of 2024, "new quality productivity" has become a hot word and continues to swipe the screen, and in the secondary market, artificial intelligence, robots, big data and other tracks have performed eye-catching, and the main line of scientific and technological growth has become the focus of market attention. Industry insiders believe that the new quality of productivity ushered in policy catalysis, and the themes of artificial intelligence, intelligent manufacturing, and new industrialization related to the new quality productivity are expected to become the continuous hot spots of the market.
New quality productivity empowers high-quality development
The new technology in the new quality productivity is the transcendence of the traditional imitation and gradual scientific and technological innovation, and the breakthrough of forward-looking and subversive key core technologies, with high-tech, high-efficiency and high-quality advanced quality, covering artificial intelligence, quantum information, blockchain, 5G communication, new energy, new materials, biotechnology and other emerging technologies and future technologies.
As the key to achieving industrial transformation and upgrading and high-quality development, accelerating the cultivation of new quality productivity is ushering in the intensive deployment of the first to the local level. The ** Economic Work Conference held at the end of 2023 emphasized that it is necessary to promote industrial innovation with scientific and technological innovation, especially to promote new industries, new models and new kinetic energy with disruptive technologies and cutting-edge technologies, and develop new quality productivity. **The State-owned Assets Supervision and Administration Commission (SASAC) also proposed to promote state-owned central enterprises to focus on their main responsibilities and main businesses, develop the real economy, actively expand effective investment, and optimize the structure of investment layout.
At the same time, Guangdong, Shanghai, Zhejiang, Jiangsu, Anhui, Hebei, Sichuan and other provinces and cities have also put forward the development of new quality productivity in their work reports, and clarified relevant support measures such as scientific and technological innovation, institutional innovation, talent support, and capital empowerment. Sichuan proposed to lead the construction of a modern industrial system with scientific and technological innovation and accelerate the formation of new quality productive forces. We will further promote new industrialization, fully implement the "10 support policies" for improving the quality and multiplying the six advantageous industries, vigorously promote the transformation and upgrading of traditional industries, forward-looking layout and cultivation and development of emerging industries and future industries, and accelerate the construction of a modern industrial system rich in Sichuan characteristics and advantages.
According to the analysis of China Securities Construction Investment, the "new" of new quality productivity is reflected in scientific and technological innovation, production relationship innovation and industrial innovation. The "quality" of new quality productivity is reflected in high quality, high efficiency and strong sustainability. Generally speaking, the new quality of productivity is the quality of advanced productivity in which innovation plays a leading role, gets rid of the traditional economic growth mode and the development path of productive forces, has the characteristics of high technology, high efficiency and high quality, and conforms to the new development concept.
The technology sector has become the main line of recent gains
In the secondary market, the technology sector, represented by new productivity, has become the main line of recent gains. Industry insiders believe that whether it is the boom of computing power artificial intelligence caused by AIGC Wensheng, or the explosion of demand for intelligent equipment caused by the update of new large-scale equipment, it is actually inseparable from a main line, that is, the new quality productivity with the digital economy as the main line.
As a leading supplier of flexible automation equipment and industrial robot system applications, Kelai Electromechanical has won 13 consecutive price limits since February. During this period, the company has issued five risk warning announcements on ** transactions, as well as two ** abnormal trading fluctuations announcements. At the same time, in terms of robot concept stocks, Fengli Intelligence, Mingzhi Electric, and Seymour Intelligence have also risen by more than 53% since February, and Juneng Shares, Dongfang Precision, Huazhong CNC, etc. have also risen by more than 40%.
The reporter of the financial investment and investment newspaper noticed that the reason for the continuous price limit of Kelai Electromechanical may be related to its automation equipment solution business, which is usually considered to be a subdivision of the transformation of humanoid robots. According to public information, the company's business mainly includes two major sectors: intelligent equipment business and auto parts business, of which the intelligent equipment business is mainly to apply flexible automation equipment and industrial robot systems to multiple R&D and production fields of new energy vehicles. It is worth mentioning that on January 15 this year, Kelai Electromechanical said in response to an inquiry from investors on the interactive platform that the company has been paying attention to and tracking the cutting-edge development of robot technology and products, but "it has not yet involved the humanoid robot industry chain business".
Artificial intelligence is a strategic technology that leads the future and is considered to be the main position for the development of new quality productivity. On the disk, the Wind Artificial Intelligence Index has accumulated **23. since February this year73%。From the perspective of ** performance, the increase in the month of Insai Group, Chinese**, and Cambrian was ., respectively85%, Sugon, SDIC Intelligence rose more than 40%, Kunlun Wanwei, Inspur Information, iFLYTEK and other computer sectors also rose by 30%.
"Specialized, special and new" may become the main position
The proposal of new quality productivity not only means to promote industrial innovation with scientific and technological innovation, but also reflects the initiative to build new competitive advantages and win development with industrial upgrading. Xun Yugen, chief economist of Haitong**, said that the development of new quality productivity requires direct financing, and it is of great significance to activate the capital market. So, how do institutional investors view the industry opportunities brought by new quality productivity?
Zheshang believes that generative artificial intelligence is one of the nine future industries of new quality productivity, and independent, controllable and abundant computing power is the premise of development. The new quality productivity is essentially an advanced productive force, which is dominated by innovation and can achieve a substantial increase in total factor productivity. Zheshang** said that generative AI is expected to bring about a jump in social productivity, marking the beginning of the "fourth industrial revolution", and the cornerstone of industrial development is abundant and low-cost computing power**. From this point of view, it is imperative to vigorously develop domestic computing power.
Taking it a step further, advances in artificial intelligence will catalyze robots**. Among them, Nvidia announced that it will hold the GTC2024 conference in March, Agility Robotics, Boston Dynamics and other companies will exhibit 25 robots (including humanoid robots) on site, and UBTECH will show the first training of Walker S in the new energy vehicle factory. China Securities Construction Investment** said that the robot application scenario is expected to be further expanded, superimposed on the GTC conference, Tesla** update, mass production preparation and other catalysts, the robot industry has the possibility of repair.
IFC believes that under the guidance of policies, the proportion of major industrial projects in China's representative provinces will rise to 65 in 20247%, an increase of 2 over the previous year5 percentage points, and the subdivision will focus more on future industries and a new generation of information technology. In terms of industrial context, new quality productivity may lead the industrial system to accelerate the reconstruction, and the trend of industrial digitalization and intelligence has been further established. "Specialized, special and new" enterprises may be used as the main position for cultivating and developing new quality productive forces. In recent years, the proportion of "little giant" enterprises in science and technology and information services has increased significantly, reflecting the important changes in policy attention to "soft technology".
From the perspective of the communication industry, Zhao Liangbi, an analyst at Galaxy, believes that driven by the AI model, 5Network technologies represented by 5G, intelligent computing infrastructure, and China's new industrialization are expected to continue to integrate and innovate, and the supply of basic computing network capabilities is expected to continue to increase, promoting the high-quality development of the ICT industry. At the same time, the multiplier effect of data elements has been further exerted, and the transformation of new technologies is expected to continue to empower the growth of the digital economy, injecting new momentum into China's economic development and new quality productivity.