What is the list of top 10 leading stocks of big infrastructure stocks?
The top ten leading stocks of big infrastructure stocks, the new base station leading stocks refers to those in the field of 5G and other new generation of communication technology has a strong strength and market share of enterprise stocks, has a better growth and stability, is one of the focus of investors. The following editorial brings the top ten leading stocks of big infrastructure stocks, which is of great benefit to you, take a look together.
Top ten leading stocks of large infrastructure stocks
China Nuclear Construction (601611), Shandong Road and Bridge (000498), Hongrun Construction (002062), Longjian (600853), Tengda Construction (600512), Guangdong Hydropower (002060), Huajian Group (600629) ), Ningbo Construction (601789), Gan Consulting (000779), Anhui Construction (600502).
Great infrastructure means: construction and other works of new construction, alteration, expansion, restoration projects, such as highways, railroads, bridges and various types of industrial and civil buildings and other projects, as well as machinery and equipment, vehicles and ships, the purchase and installation and related work, can be referred to as infrastructure, infrastructure stocks are listed companies that have these as their main business.
Infrastructure is divided into new infrastructure and old infrastructure, old infrastructure, including traditional building materials, construction, real estate. The new infrastructure is broader, mainly including 5G base station construction, ultra-high voltage, intercity high-speed rail and urban rail transit, electric vehicle charging piles, big data centers, artificial intelligence, cloud computing, Internet of Things.
Because of the epidemic, the policy will need to focus on economic repair, infrastructure will become an effective means of supporting the economy. Infrastructure plate ushered in a short-term layout opportunities.
Today's A shares ushered in the adjustment, the Shanghai index fell 0.83%, the GEM index slumped 4.66%, while the infrastructure stocks today collective outbreak. The big infrastructure plate rose strongly today, Xinjiang Jiajian, Hongrun construction, Tengda construction, Jiajian shares, Shandong Road and Bridge, Zhonggong International and other collective stop, China Metallurgical, China Construction, China Electricity Construction, China Setting Group, etc. is also eye-catching performance.
The reason for this, because of the epidemic, the policy will need to focus on economic repair, "wide fiscal, monetary, loose real estate, on the infrastructure", will become an effective means of bottoming out the economy. And because the epidemic is slowly being alleviated, all over the lifting of the first level of response, the economic center of gravity to return to work and production.
5G base station construction concept stock core stock list
ZTE 000063
ZTE is one of the world's top five mobile communications equipment vendors 5G layout of the earliest, high investment in research and development, standards and technology leadership, in the ultra-dense network 3SDN and other key technologies of the 5G has been accumulated a number of patents, and In the field of 5G and the three major operators to establish cooperation; complete 5G call to the Internet.
The company is mainly engaged in providing customers with satisfactory ICT products and solutions. The main products are carrier network, consumer business, government and enterprise business.
Fiberhome Communications 600498
Fiberhome Communications is the most certain 5G ultra-broadband equipment leading products, advanced technology around the whole industry chain layout of optical communications, is the most complete layout of the domestic optical communications products, can maximize the sharing of optical communications industry growth brought about by the mechanism.
The company's main fiber optic communications and related communications technology, information technology field of science and technology development; related high-tech products manufacturing and sales, system integration, agency sales; related engineering design, construction; technical services; self-managed import and export business.
Shennan Electric Road 002916
Shennan Electric Road is ranked eighth among the global printed circuit board manufacturers, with three businesses of printed circuit boards, packaging substrates and electronic assemblies, forming the industry's unique "3-In-One business layout.
The company is engaged in the design, research and development, and manufacturing of high and mid-range printed circuit boards, product applications to communications equipment as the core, focusing on the layout of data centers (including servers), automotive electronics and other fields, and continue to plough into the field of industrial control, health care and other areas.
HUEC 002463
HUEC is one of the largest and most technologically powerful PCB manufacturers in China, and is an important brand in the PCB industry, enjoying a good reputation in the industry, and has established solid business ties with major domestic and foreign customers in the field of PCB main products.
The company's main business is the production and sale of various types of printed circuit boards and related after-sales services. Its main products are 14-38 layers enterprise communication market boards, middle and high level automotive boards, office and industrial equipment boards, semiconductor chip test boards and so on.
Sangyi Technology 600183
Sangyi Technology is the largest manufacturer of copper-clad laminates in mainland China, the domestic high-frequency board leader, benefiting from 5G, its holding subsidiary, Sangyi Electronics, produces PCB boards, and in 20 years, Sangyi Electronic PCB sales realized revenues of 3.558 billion yuan, and Sangyi Electronics has become the first successful spin-off from the A-share market, and the listing of the science-based board was approved.
The company's main business is the design, production and sales of copper-clad boards, bonding sheets and printed circuit boards. The products are mainly for the production of single, double-sided and multi-layer circuit boards, widely used in cell phones, automobiles, communications equipment, computers and a variety of high-grade electronic products.
The company is specializing in optoelectronic devices and subsystems product development, production, sales and technical services. The main products are optoelectronic devices, modules and subsystem products.
International 300308
The only domestic mass production and supply of 100G data center optical module manufacturers, occupying the industry's leading technology advantage, 5G network architecture is fully oriented to the transformation of the cloud, data center optical module will be an important demand.
The company's main business covers high-end optical communication transceiver module and intelligent equipment manufacturing two plates, the company's main products for high-end optical communication transceiver module business and motor winding equipment manufacturing business.
Huagong Science and Technology 000988
Huagong Science and Technology is one of China's largest manufacturers of laser equipment, the world's leading provider of intelligent manufacturing solutions, international standard development unit. It has 10G25G100G optical module products.
The company has been focusing on "laser technology and its applications" as its main business. The company's business includes intelligent manufacturing business, connectivity business and sensing business.
What are the leading 5G stocks in A-share
(1) 5G main equipment: the main equipment in the overall investment in 5G accounted for about 40%, and has a high threshold and high yield certainty. ZTE is the leader in the field of main equipment, and Fiberhome is the leading enterprise in the field of transmission network.
(2) 5G optical module: Due to the significant increase in the number of base stations and the demand for optical modules from a single base station, there is more room for growth in telecom optical modules. Optical Technology is a well-known enterprise of 5G optical module, while New ECS and Interchina Xutron are leading enterprises in the field of 5G digital communication.
(3) 5G fiber optic cable: 5G construction of fiber optic cable demand increases. Changfei Optical Fiber, Hengtong Optoelectronics, Quartz, Philips and Fiberhome are the leaders in this field.
(4) 5G antenna RF: 5G has a greater impact on the antenna RF, RRU and antenna integration into the AAU, the competitive landscape has changed. Xinwei Communication is the leader in the field of base station antennas, Feirongda, Dongshan Precision also have excellent performance.
(5) PCB field: 5G's order-of-magnitude increase in PCBs has led to price increases in high-speed and multilayer boards. Huden and Shennan Electric Road are the centralized manufacturers in the communication PCB industry.
(6) 5G network planning: the earliest sector to start in 5G construction. National Pulse Technology is the leader in this field.
(7) 5G infrastructure: infrastructure is a definite beneficiary segment in 5G construction. China Tower (HKSE) is a leader in this area.
5g radio frequency chip leading stocks which
5g radio frequency chip leading stocks are: Fiberhome Communications (600498), ZTE (000063), ZTE (000063), Optical Xun science and technology (002281), Jinxinuo (300252), Feirongda (300602) ), Dafu Technology (300134), Sheng Road Communications (002446), Chunxing Precision (002547), Shijiazhuang Technology (002796), Wuhan Fangu (002194), Lixun Precision (002475), Dongshan Precision (002384), Fenghua High-tech (000636) and so on.
1, Lixin Precision (002475), Lixin Precision is a leading filter, the company focuses on connectors, connecting wires, motors, wireless charging, FPC, antennas, acoustic and electronic modules, such as research and development, production and sales, high-frequency product development.
2, Dongshan Precision (002384), the company focuses on communications equipment, precision metal structural components, LED technology and electronic circuits in the field of solutions, is the leading domestic heterodyne communications base station RF devices, RF structural components provider.
3, feng hua high science (000636), specializing in high-end new components, electronic materials, electronic special equipment and other electronic information base products.
4, shenglu communication (002446), the domestic leading antenna, rf products research and development, manufacturing, sales in one of the high-tech enterprises. 5G millimeter wave band base station rf sky letter system alone is the domestic 2019 ~ 2025 market size year by year is triple growth, and shenglu market share of one-fourth of the strong.
5, Chunxing Jinggong (002547), the company's main business for the wireless radio frequency base station side of the duplexer, tower put, combiner, RRU structural components, microwave transmission field of the full-band duplexer and soft waveguide, such as one-stop solution parts sellers.
What are the leading 5g stocks
1 communication base station
Communication base station related concept stocks are Gosbeier, new Raynen, jingquanhua, yaguang science and technology, mingpu photomagnetism, haitian high and new technology, ningjing panda, yi hua shares, bei communication, tongyu communication, chunxing precision engineering, hudian shares, cambridge science and technology.
2 radio frequency antenna
Radio frequency antenna is transmitting and receiving signals, the relevant conceptual stocks are as follows: mobile terminal leading stocks Xinwei communication, Tongyu communication, Shenglu communication, Speed, Lixun precision, Dafu science and technology, Fei Rongda, Dongshan Precision, Shijiazhuang science and technology, Fenghua Hi-Tech, Chunxing Jinggong.
3 printed circuit board
Printed circuit boards, also known as PCB, it is all electronic equipment can not be separated, related concept stocks: PCB leading deep South Electric Road, Jingwang Electronics, Hudian shares, ultrasonic electronics, Yidun Electronics, Hing Sen Science and Technology, Chongda base, the world's transport circuits, Bomin Electronics, ultra-hua technology.
4 main equipment vendors
The main equipment vendor plate investment accounted for 30%-40% of the 5G construction, which is the most benefited plate, the domestic leading Huawei (unlisted), ZTE, Fiberhome, ZiGuang, Kexin base, Star Networks Ruijie.