Next Generation Internet Concept Stock List
Chip Listed Companies:
One Semiconductor Chip Listed Companies - Chip Manufacturing
1, Silan Micro (600460):
Silan Micro is currently specializing in the design, manufacture and sales. The company develops and produces more than 100 types of integrated circuits in 12 categories, with an annual output of nearly 200 million integrated circuits. The company has the ability to design 0.5-0.6 micron CMOS chips and 200,000 gate scale logic chips. According to statistics, as the largest private integrated circuit enterprise in China, Seraphim ranked 10th among all domestic integrated circuit enterprises in 2001 and continued to top the list of integrated circuit design enterprises for three years.
2, Zhangjiang Hi-Tech (600895):
August 22, 2003, Zhangjiang Hi-Tech announced that the company had subscribed 45 million shares of Series A preferred stock of Semiconductor Manufacturing International Corporation (SMIC) through its wholly-owned overseas subsidiary WLT at a price of $1.1111/share, which accounted for about 5% of the shares of Semiconductor Manufacturing International Corporation (SMIC) at that time.
March 5, 2004, Zhangjiang Hi-Tech once again On March 5, 2004, Zhangjiang Hi-Tech issued another announcement disclosing that WLT, a wholly-owned subsidiary of the Company, had again subscribed for 342,8571 shares of Series C Preferred Stock of SMIC at a price of $3.50 per share, and that upon completion of the capital increase, the Company*** would hold 45,000,450 shares of Series A Preferred Stock and 342,8571 shares of Series C Preferred Stock of SMIC. After the implementation of the conversion and sub-division, the number of shares held by the Company in SMIC will be 510,000,450, and the investment cost of the Company will be approximately HK$480 million, with the cost of each share held at only HK$0.90. SMIC, which already accounts for more than 50 percent of the mainland's chip foundry market, is currently the largest and most technologically advanced integrated circuit manufacturing company in China, and it has jumped to the world's fifth-largest chip foundry by the first half of 2003.
3, Shanghai Beiling (600171):
Shanghai Beiling and Taiwan's traditional industrial boss - Yulon Group in 2003, a joint venture to establish a chip design company focusing on network applications. And Shanghai Hua Hong NEC Electronics Co Ltd, in which the company has a stake, will list on Hong Kong's main board in the first half of 2004, Fang Peng, chief executive of the company, said in November. It is understood that it has already found BNP Paribas to be its main underwriter, and the exact size of the financing has not yet been determined. in October 2003, the United States Jiezhi Semiconductor, which owns the world's most advanced semiconductor foundry process technology, invested in Hua Hong NEC with technology and cash. the second-generation ID card chip designed by Shanghai Huahong Integrated Circuit Design Company, a subsidiary of the parent company Hua Hong Group, has already been sent to the Ministry of Public Security, and is in the process of being systematically examined, and the company aims to obtain a national ID card.
The company aims to gain 1/3 of the nation's market share.
4, China Microelectronics (600360):
Huamicroelectronics is one of China's largest manufacturers of power semiconductor products. Its users for the domestic famous color TV, energy-saving lamps, computers and communications equipment manufacturers, and in the design, development, chip manufacturing, packaging/testing, sales and after-sales service has a strong strength. The chip production capacity of Huamicroelectronics is 1 million chips per year, and the packaging/testing capacity is 600 million per year. in November 2003, the company announced that it would operate Jilin Philips Semiconductor Co. Ltd. as a joint venture with Philips Electronics China Ltd. and the company's investment totaled US$29 million with registered capital of US$15 million, operating in the field of semiconductor power electronic device products.
5, long power science and technology (600584):
The company's production of integrated circuits and chip components are the state's key support for high-tech industries, in the field of discrete devices in the competitiveness of the company, in May 2003 to raise funds of 380 million, mainly for the packaging, testing production line technology reform, the project construction period is relatively short. 2003 November announcement, to be with the Beijing Gongda Zhiyuan Science and Technology Development Co., Ltd*** with the formation of Beijing Changdian Zhiyuan Optoelectronics Co., Ltd, the company's registered capital of 82 million yuan, Changdian Science and Technology intends to contribute 45.1 million yuan in cash, accounting for 55% of the registered capital. The cooperation project is a lighting project highly valued by the state, cooperation in the development and production of high-brightness white light chip is expected to become a new generation of energy-saving and environmentally friendly general electrical lighting light source.
6, Fangda A (000055):
China's first successful development of semiconductor lighting major key technologies - high-power high-brightness semiconductor chips in Fangda came out in Shanghai, held in the "2004 China International Semiconductor Lighting Forum At the "2004 China International Semiconductor Lighting Forum" held in Shanghai, Fangda showed this chip to the participants for the first time. According to the introduction, the technology is China's "Tenth Five-Year" national major scientific and technological research projects, to reach the advanced level of today's semiconductor chips, to accelerate the start of China's semiconductor lighting project is of great significance. Fangda began to enter the gallium nitride semiconductor industry in 2000, the use of national 863 program of high-tech achievements, the development and production of gallium nitride-based semiconductor chips with independent property rights. Fangda has invested more than 200 million yuan, and now has the capacity to produce 35,000 GaN epitaxial wafers per year.
7, in the development of science and technology (600520):
2001 the end of the listing notice, the company is the largest integrated circuit plastic sealing mold, plastic profile extrusion mold manufacturers, market share of more than 15%. Shortly after the listing of the company to change the direction of investment, originally prepared to use the proceeds of exclusive investment of 12,000,000 yuan to build an annual output of 200 vice semiconductor integrated circuits special mold project, is now changed to invest in a new joint venture, by the Chinese side of the investment of 90 million yuan, the Japanese side of the investment of 30 million yuan, specializing in semiconductor integrated circuits special molds. 2002 annual report disclosed that the company holds a 75% stake in the Tongling Sanjia Santiago Technology Co. Ltd., registered capital of 12,000,000 yuan, the main business for the production and sale of semiconductor manufacturing molds; fund-raising funds invested in the semiconductor integrated circuits dedicated mold project, as of the end of 2002 the actual use of fund-raising funds of 87.1 million yuan, the end of 2002 has been put into production.
Cloud computer concept stock profile
1, Shunnet Technology (300113):
The company benefited from the epitaxial development strategy: the new HaoYi is the leading Internet cafe software platform provider, its billing platform in the field of the domestic market share leading position. The company's strength lies in the Internet cafe entertainment management platform, through the acquisition of the new HaoYi, strong combination, the merger of the new ShunWei will become the domestic Internet cafe platform software integration products and services of the leading provider, through the entire Internet cafe software services before and after the end of the enhancement of customer stickiness, to further provide value-added services to lay the foundation. After the acquisition of Xinhoyi, the company will have 80% market share of Internet cafe management software and 25% market share of billing software, covering 156,000 Internet cafes, accounting for 80% of the total number of Internet cafes in China, and the platform has been initially formed. From the Internet industry and even the whole IT industry, whoever seizes the users has the key to success. Therefore, relying on the huge user base of Internet cafes, the company lays the foundation for further implementation of value-added services such as game operation in the future, and is expected to become a comprehensive service platform after Tencent and Shanda.
2, wave information (000977):
Wave server for 10 consecutive years in the domestic server sales and sales of the first place. Ingram Micro International, the world's largest IT product distributor and service provider, has become a distributor of Wave Ingram Micro servers, the first time Ingram Micro has represented a domestic brand. Cooperation with Microsoft: Wave Group, the controlling shareholder, signed a global strategic partnership memorandum with Microsoft, in which the two parties will establish a global strategic partnership and carry out comprehensive cooperation in the areas of application software, solutions and IT services, server OEMs, management training and exchange programs, and software legalization. The company's cloud computing operating system research and development upgrade project total investment of 341 million yuan, of which 334 million yuan of fixed asset investment, laying the groundwork for liquidity of 6.23 million yuan. According to the current project progress, the proposed project construction period is 2 years. After the completion of the project, measured in the year of production, the annual sales revenue of 200 million yuan, the financial internal rate of return of 18.27%, the payback period of 5.42 years.
3, StarNet Ruijie (002396):
StarNet Ruijie's main products will substantially benefit from the development of the cloud client, its thin clients and enterprise-class network products will be the first choice for the landing of the cloud computing in the client; and the company in the field of thin clients in the first place in the domestic market, the enterprise-class network products, and Cisco, Huazhansan and so on, technology and market capacity is excellent; The company's cloud computing strategy is clear, has launched a cloud computing overall solution, and strengthen external cooperation such as the United States virtual server giant VMware cooperation, endogenous and exogenous strategy comprehensive layout of cloud computing. The company actively cultivate new growth points, fund-raising projects ePOS, DMB have better development prospects, in China Mobile IMS bidding more than a dozen packages in four packages to obtain the first share. In the future, with the promotion of triple play and the popularity of fiber optic access, the home gateway market will also be triggered.
4, Weishitong (002268):
The company's investment in cloud computing is very strong, will cut into the field through the security cloud storage system, and product integrator identity or directly involved in the data center operation and other ways to compete in the market. The company's secure cloud storage system can not only provide hardware and software for newly built data centers, but is also suitable for information security transformation of established data and disaster recovery centers. The company from the information encryption field leader to develop into a cryptographic core information security products and security integration and services of the domestic information security leader, the company has a perfect information security product system and leading the overall security solution capabilities, is the domestic government and military and other large-scale enterprise groups user market's largest security system integrator, in the field of hierarchical protection, ranking high in the domestic first. The company's major shareholder is the China Electronics Technology Group Corporation 30th Research Institute, the Institute of the listed company the possibility of injecting assets.
5, East China Computer (600850):
The company focuses on high-end computer product sales and services, intelligent buildings and software development of the three core businesses. The company holds 55% of the East China Computer Storage Network Systems Limited, specializing in the largest professional network storage equipment supplier in the United States EMC Corporation's product distribution and integration services. As a leading cloud computing enterprise in Shanghai, the company will fully benefit from Shanghai's "Cloud Sea Program". After completing the reorganization of Huaxun Networks, the company will develop into a comprehensive network company, including the provision of network system integration solutions, network storage, network services and other businesses. If the major shareholders continue to inject operating systems, databases and other basic software business and with the same CLP Technology's Weishi Tong cooperation to develop network security business, the company will build a complete "cloud computing" platform, so that the company occupies the top of the cloud computing industry chain, so the company has the potential to become China's cloud computing leader.
6, Huasheng Tiancheng (600410):
In the cloud computing industry chain, including system integrators, service providers, application developers and other industries, of which Huasheng Tiancheng is one of the leading system integrators. The company started as a system integrator, and after 14 years of development, through the acquisition of companies with business synergies, and continuously strengthen the software and service business of endogenous cultivation, growing into a system integration, software development and professional services of the troika of IT integrated service providers. The revenue share of software development and professional services business increased from 27.7% in 2007 to 37.4% in 2009, making it an industry player that cannot be ignored.
7, UFIDA Software (600588):
In 2011, UFIDA will increase the development of key industries, service business, overseas business, the development of industries corresponding to the base in Nanchang, Sanya, and actively carry out acquisitions and mergers; and actively embrace the wave of the cloud computing industry, and to promote the framework of "UFIDA Software + UFIDA Cloud Services" to the ground. UFIDA Software will actively embrace the wave of cloud computing industry and promote the "Ufida Software + Ufida Cloud Service" framework. The core strategy of UFIDA Software's development in the next few years is to grasp this historic industrial opportunity, grow bigger and stronger in the innovative wave of cloud computing, become the largest and leading enterprise cloud service provider in Asia and a world-class management software and service enterprise. UFIDA Software Corporation has decided to purchase the online business and related assets of Beijing Weiku E-commerce Technology Co., Ltd (the chairman of the company is the executive director of the company) at a price of RMB2,394.66 million in cash. At present, UFIDA Software has two main organizations responsible for the integration of cloud computing within the company, one is the Computer Public **** Research and Development Center, which currently undertakes the overall program; the other is Beijing Weiku E-commerce Technology Co., Ltd, which currently undertakes the development and integration of some public **** applications.
8, SUNIX (002312):
The company is a leading domestic financial electronic products and services provider, specializing in financial electronic equipment and system software research and development, production, sales and service. At the same time, the company is also recognized by the National Cryptography Administration of commercial cryptographic products production and sales enterprises, with computer information system integration, security products production and security technology prevention engineering design, installation and maintenance qualifications. At present, our products mainly include electronic bill of lading system, ATM monitoring system and bank digital network security monitoring system. With the further increase in the degree of bank informatization, and everyone's concern for financial security, the bank's expenditure on security will be expected to further increase, the company's future operating income is expected to continue to maintain rapid growth. The company is currently the only one in China at the same time for ICBC, Agricultural Bank of China, Bank of China, CCB, Postal Savings and other banks head office and provincial branches to provide ATM monitoring system manufacturers, and with NCR, Hitachi, Diebold and other international first-class ATM manufacturers to establish a long-term cooperative relationship. It is expected that in the next few years, the company will maintain a steady growth in market share by virtue of the competitive advantage of being shortlisted in the bidding of the head office of major banks.
9, Neusoft Group (600718):
The company and NEC Group signed a cooperation agreement to promote cloud computing services for the Chinese market. It is reported that the name of the joint venture is tentatively named NEC Neusoft Information Technology Company Limited, with a registered capital of 50 million yuan. Among them, Neusoft Information Technology, a wholly-owned subsidiary of Neusoft Group, contributes 30%, and NEC (China) contributes 70%. The joint venture will take advantage of the technical environment of both companies to build its own data center and provide comprehensive cloud computing services including SaaS, PaaS, and IaaS; provide a full range of services 24 hours a day, 365 days a year, in major languages, to answer the needs from the introduction of consulting prior to the provision of services, to the resolution of problems in the process of the service, and with the periphery of the system integration needs. Data show that China's cloud computing market size is expected to grow at an annual rate of 30%, and in 2012 the industry will reach more than 16 billion yuan. In view of the great development opportunities in the industry outlook, it is therefore expected that the Company will also be bound to generate huge revenues from it.
10, Baoxin Software (600845):
The company as Baosteel (600019) Holdings listed software enterprises, mainly for the iron and steel industry process automation and enterprise informatization to provide software, solutions and system integration services, with the construction of the best price-performance ratio of the network technology, to provide the decision-making platform system of the software technology, etc., the product and service performance Our products and services are widely used in metallurgy, petrochemical, electric power, transportation and other industries. Baoxin Software's competitive advantage in the field of steel automation is quite obvious, and it also has strong potential in the field of informatization. The company's ERP, BI products and IT service level are highly recognized in Baosteel Group. In the next few years, the country will accelerate the promotion of energy management center construction, which will bring new market space for the company's EMS business.
11, super map software (300036):
The company's main business is mainly for the geographic information system (GIS) base platform software and application platform software research and development, sales, and based on the GIS base platform software on top of all kinds of application software customized development services. Accordingly, the company's main business revenue includes GIS software sales revenue and GIS software supporting supplies sales revenue. The company has carried out in-depth pre-study work of the project, and has conducted some joint researches based on the framework of cloud technology with international large-scale IT operators, in order to explore the geographic information data*** enjoyment and service model under the cloud computing mode. At present, the project is still in the pre-study stage.
12, Donghua Software (002065):
The company acquired last year, Shenzhou Xinqiao, Yinlian Tong are related to the financial system, Shenzhou Xinqiao currently do ICBC and the Bank of Communications network integration, in the Bank of Communications accounted for 50%, and the Bank of Communications accounted for a higher proportion, may reach 60% -70%. If we do not take into account the revenue of the new bridge, the company's 2010 financial industry revenue will reach about 700 million scale, in the overall revenue share is also rising. The company's main advantage is reflected in a single hospital HIS system, the current share of the three hospitals can account for 50%, which has a greater demonstration effect for the company's future medical information technology to continue to promote. Medical reform "3521" project, the company is also involved. The company holds a 13% stake in Dongfangtong. Dongfang Tong belongs to the domestic leading middleware developers, but also the nuclear high base project in the only bid for basic software enterprises.
13, far light software (002063):
Company as the only listed company specializing in software for the electric power industry, the five major power generation groups have become customers of far light software. At present, the power industry, especially the overall profitability of the grid operation is still strong, the power industry information technology in the future there is a lot of room for development, the company continues to focus on the power industry information technology construction, closely around the power industry deep plowing, the basic software, power professional software and group financial management and control systems and other products in the electric power industry to further deepen the application. The company closely follows up the informationization needs of the power industry market for cross-sectoral control of mega groups, and provides mature Far Eastern Group resource management and control solutions and related ancillary products for the users of the power central enterprises including the two major power grids and the five major power generation groups, making further breakthroughs in various aspects.
14, China Software (600536):
The company continues to focus on independent software products, industry solutions and services, software outsourcing services, the three main business actively work, and strive to improve the level of planning of the company's core independent products, and continue to consolidate and strengthen the industrialization of independent products and the ability to market them; continue to increase the development of the market and the industry to improve core competitiveness; actively develop an effective response to the external environment. We have actively formulated effective strategies to cope with changes in the external environment, and realized a relatively large-scale growth in the software outsourcing service business by improving the type of business and strengthening the integration of resources. The company mainly carried out in-depth analysis and planning for the research and development of core basic software products. In the first half of the year, in conjunction with the progress of the "Nuclear High-altitude Base" and national major special projects, the Company took the research and development and marketing of operating systems, middleware products, general database products and other products as one of the core of the development of its own products, built an integrated basic software industry chain, formulated incentives suitable for marketing, and strengthened the interactive promotion of its products and application services. The interactive promotion of products and application services will be strengthened.
15, jiuqi software (002279):
Jiuqi software is a leading report management software provider, mainly engaged in report management software, e-government software, ERP software and business intelligence software research and development. The company integrates scientific research, development, consulting, training and service, and is one of the most powerful professional providers of enterprise management information services in China. The main products involve a number of management software segments such as report management software, e-government software, ERP software, business intelligence software, etc., which can be divided into four series: CI integrated information management platform, Jiuqi VA management platform, stand-alone statistical reporting products and annual accounts software.
16, wave software (600756):
The company has been in the field of e-government in the frontrunner position, currently in the pharmaceutical, petroleum, chemical, military and other industries ERP market share are the industry's first. Due to the company's outstanding performance in the software field, attracted the international giant Microsoft Corporation and its global strategic partnership, the company's future development space will be further expanded. Wave Software Evaluation Laboratory passed the on-site audit by the expert group of National Laboratory Accreditation Committee and was promoted to the national software evaluation laboratory. It marks that Wave Software Evaluation Laboratory has become one of the backbone laboratories in China's software testing industry, and the evaluation certificates issued by this evaluation laboratory will be recognized in more than 40 countries around the world.
Two semiconductor chip listed companies ---- chip design
1, national technology (300077):
It is one of the few domestic IC design enterprises with independent innovation ability, the company has a clear advantage in the security chip market share. At present, the company's security chip USBKEY domestic market share has reached 72.9%. But from China's current about 200 million Internet banking users, only half of the use of USBKEY to measure, there is still double the growth of the market space. In addition, in addition to banks, USBKEY in other industries (such as securities trading system) to promote the use of a large number, but also to the company's existing business growth has opened up space.
2, variety of shares (600770):
August 2002, the company invested 49 million yuan and the Chinese Academy of Sciences Institute of Computer Science and other scientific research and development institutions *** with the investment in the establishment of the Beijing Shenzhou Longxin Integrated Circuit Design Company Limited, and 49% of the shares to become the first major shareholder. September 2002, Beijing Shenzhou Longxin Integrated Circuit Design Company Limited In September 2002, Beijing Shenzhou Longxin Integrated Circuit Design Co., Ltd. successfully developed the first high-performance general-purpose CPU chip with independent intellectual property rights, "Longxin 1"; in December 2002, the "Longxin Alliance" was initiated by the Institute of Computing of the Chinese Academy of Sciences, the Haier Group, the Great Wall Group Changshi Company, the Chinasoft Corporation, the Zhongke Hongqi Corporation, the Dawning Group, the Divine Longxin Corporation, and other seven major domestic giants. "Dragoncore Alliance" was formally established; December 20, 2003, the Chinese Academy of Sciences announced that it would develop in June 2004, "the actual performance of the Intel Pentium 4 CPU level comparable to the" Dragoncore 2 ".
3, Datang Telecom (600198):
TD-SCDMA standard developed by Datang Group, the majority shareholder, has become one of the three major international standards for third-generation mobile communications, and in the current telecom industry is facing restructuring and breakthroughs in the prospect of a new round of opportunities for development of Datang Telecom. Datang Microelectronics, in which the company holds 85% of the shares, is also becoming the main source of profit of the company, and the profit contributed by the company has accounted for 52% of the main profit, and the company realized a net profit of RMB 38 million in 2002, and the SIM card and UIM card developed by the company have become the designated cards of China Mobile and China Unicom, and the cell phone core chip platforms developed by the company together with U.S. Synopsys and Shanghai SMIC will be put into trial commercialization in the first half of 2004, and the core chip platforms for cell phones will be put into trial commercialization in the first half of 2004. In the first half of 2004 into the trial commercial, the third quarter of 2004 into mass production, in the current large number of cell phone users and the future of 3G cell phone chips and other aspects of the broad prospects for development.
4, Tongfang shares (600100):
Tsinghua Tongfang Microelectronics, 51% of the company's shareholding, relying on the strong technological foundation of the Institute of Microelectronics at Tsinghua University, is committed to the design, development and industrialization of IC card IC chips with independent intellectual property rights, and the technological advantages of the digital chip is also quite obvious, and Datang Microelectronics was selected for the The second generation of resident identity card chip design manufacturers.