a stock which new infrastructure stock analysis
New infrastructure, all known as the new infrastructure construction, mainly contains the following seven areas: 5G base station construction, ultra-high voltage, intercity high-speed railroads and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, industrial Internet. The following take a look at a stock what new infrastructure stock analysis!
"New infrastructure" is what?
"New infrastructure" is the abbreviation of new infrastructure construction, which refers to the new development concept as the lead, driven by technological innovation, based on the information network, oriented to the needs of high-quality development, to provide digital transformation, intelligent upgrading, integration and innovation of the infrastructure system.
What is the role of "new infrastructure"?
"New infrastructure" includes seven major directions, including 5G infrastructure, ultra-high voltage, intercity high-speed rail and intercity rail transportation, new energy vehicle charging piles, big data centers, artificial intelligence and industrial Internet, which involves a lot of industrial chains. It can catalyze new business forms, cultivate new elements, open up new markets and empower China's economy in the future.
a stock what new infrastructure stock analysis
Topway information (002261): the company has formed a complete business system covering 2G to 2.5G and quasi 3G communication network, is operating value-added services columns in accordance with the content of the cell phone animation class, mobile SI class, the platform to support the class, the class of functionality and general class, and other five categories, through SMS, SI, platform support class, functionality and general class. It is one of the most complete value-added service providers in China in terms of business varieties, providing services to end-users of China Mobile, China Unicom and other telecommunication carriers through SMS, WAP, MMS, IVR and other access methods.
Cheung Kong Communication (600345): the company is mainly engaged in communications electronics and related equipment research and development, production and sales, including optical transmission equipment, access network equipment, fiber optic cables, base station RF cables. The company has a 25% stake in Changfei fiber optic cable Co.
Hangzhou Horizontal Communication (603602): Hangzhou Horizontal Communication Co., Ltd. (stock code: 603602) was founded in 2006, listed on the main board of the SSE in 17 years. After years of accumulation, the company has formed a perfect technical and management support platform, with a full service system including base station installation engineering services, indoor distribution system technical services, integrated access technical services and network maintenance services.
Fiberhome Communications (600498): the company is China's communications infrastructure construction of the main equipment suppliers and one of the comprehensive telecom solutions provider, the annual sales of fiber optic cables more than 2 million kilometers, ranked second in the industry, the FTTH products to become a leading brand in the market; OSP product line has become the industry in China's FTTx lines of technological guidance and industry standard-setting, the product makes the company a different from a single product, the company has become a leading supplier of FTTx lines. The company has become a FTTH complete solution provider different from a single FTTH equipment supplier or a single fiber optic cable supplier, and has the ability to research and develop and participate in the operation of the 5G industry chain.
Shenzhou Taiyue (300002): The company has basically formed a business pattern mainly in the fields of operation and maintenance management and Internet. In the field of operation and maintenance management, it mainly provides overall solutions for IT operation and maintenance management to large and medium-sized enterprises and government departments in the domestic telecommunications, finance, energy and other industries.
Dreamweb Group (002123): Dreamweb Group said in the interactive platform on the afternoon of September 29, 17, the Internet of Things business is one of the company's existing important business, has been cooperating with companies such as Shunfeng, and is now tapping into more applications on existing customers. In addition, the company's main cloud communications, has laid out the 5G business, such as video and traffic, etc., and will continue to increase the investment and expansion of 5G business in the future.
Guanghe Tong (300638): The company is mainly engaged in the design, research and development, and sales services of wireless communication modules and communication solutions for its application industries, and its main products include wireless communication modules of 2G, 3G, and 4G technologies and communication solutions based on its industry applications.
Zhongjia Bochuang (000889): Subsidiary Changshi Telecom and Huaping Co. signed the "Cooperation Agreement on Tiny Base Station Communication Infrastructure Project" on Feb 21, 19, under which Changshi Telecom acquires tiny base station sites or tower construction and services from carriers or tower companies. Changshi Communications is a third-party network technology service provider with cross-regional, comprehensive operation and maintenance capabilities.
Mega Intelligence (002881): the company's main business is Internet of Things technology development services, intelligent terminal product design and development, and precision components manufacturing of mobile intelligent terminals, and its main products are Internet of Things technology development services, system solutions based on Internet of Things networking technology, 4G communication modules and intelligent terminals, and precision components.
Philhelion (300395): the main quartz auxiliary material supplier of Asian fiber optic rod manufacturers; with the domestic and Asian major fiber optic rod manufacturers have established a long-term strategic cooperative relationship.
8 big "new infrastructure" potential leader
1, Jinyi Industry
Jinyi Industry Co., Ltd. is mainly engaged in all kinds of fasteners research and development, production and sales of all kinds of fasteners, railroad fasteners, hardware products, fine line, Automated storage equipment, rails and other products. The company is a leading enterprise in the domestic fastener industry and one of the largest fastener manufacturers in the world. After years of development, the company has accumulated rich experience in the fields of fastener production, research and development, and distribution.
2, Huapengfei
Huapengfei Co., Ltd.'s main business is intelligent IOT services, integrated logistics services, supply chain services, geographic information mapping services. The main products include integrated logistics services, intelligent mobility services, mapping and data products and supply chain business.
3, aerospace development
Aerospace Industrial Development Corporation's main business is to electronic information technology as the main industry, dedicated to the military and civil industry. The company's main products are digital blue army and blue army equipment products, marine information equipment products, a new generation of communication and accusation equipment products, cyberspace security products, microsystem products. Enterprises belonging to the company have long been engaged in military research and production, with full military qualifications, participation in more than 50 national military standards and engineering industry standards, formed a research, production and marketing of all aspects of the full coverage of the quality control system, and achieved a number of major scientific and technological achievements on behalf of the domestic advanced level.
4, brilliant science and technology
Henan brilliant science and technology Co., Ltd. main business is the research and development, production, sales, installation and maintenance of high-end equipment for rail transportation. The company's products are mainly equipment monitoring products: including signal centralized monitoring and sub-systems, snow melting system, signal maintenance support system, turnout gap monitoring, turnout comprehensive monitoring, electrical equipment dynamic monitoring and analysis system, etc.; security products: including railroad disaster prevention and safety monitoring system, railroad integrated video monitoring system, urban rail integrated monitoring system, power environment monitoring.
5, Weixing Intelligent
Zhejiang Weixing Intelligent Instrument Co., Ltd. is committed to the city gas industry to provide intelligent metering terminals and gas management system platform research and development, production and sales. The company's products mainly include IC card intelligent gas meter and its control device, remote gas meter and electronic gas meter. The company is jointly recognized as a high-tech enterprise by Zhejiang Provincial Department of Science and Technology, Department of Finance, State Taxation Bureau and Local Taxation Bureau, and is a provincial-level high-tech research and development center, as well as a Zhejiang Provincial Enterprise Technology Center jointly recognized by Zhejiang Provincial Bureau of Local Taxation Bureau, State Taxation Bureau, Economy and Informatization Commission, Department of Finance and Customs, and the company's gas intelligent metering instrumentation engineering laboratory is recognized by Zhejiang Provincial Development and Reform Commission as a provincial-level engineering laboratory (engineering research center). Laboratory (Engineering Research Center).
6, the new day science and technology
The new day science and technology Co., Ltd. main business for the water, electricity, gas, heat and other intelligent utilities in the field of the Internet of Things integrated solutions for utilities customers from the data collection terminals, communication gateway, software systems and cloud platform services in one of the integrated solutions. The main products are IOT civil smart water meter, smart gas meter metering and monitoring system, industrial and commercial water smart metering and monitoring system, smart heating system, smart water system, smart agricultural water saving system and cloud platform service.
7, Ningbo Water Group
Ningbo Water Meter (Group) Co., Ltd. is mainly engaged in a series of smart water meter as the core product of various types of intelligent water terminal equipment, intelligent water service system and platform of big data R & D, production and sales, and is committed to become a provider of integrated solutions for intelligent water services. The company was awarded the "21 China brand value evaluation results notice (brand strength of 901, brand value of 15-59 trillion yuan)" by the China Brand Building Promotion Association, further establishing a good brand image.
8, Connie electromechanical
Nanjing Connie Electromechanical Co., Ltd. main business for the research and development of rail transportation systems, manufacturing and sales and the provision of rail transportation equipment supporting products and technical services. Mainly includes rail transportation products, new energy auto parts, traditional auto parts. The company in the rail vehicle door automatic door locking breakthrough in the "source" and "lock" of the traditional locking mode, invented the rail vehicle automatic door "variable lead drive and locking" technology
What are the leading stocks in large infrastructure stocks
China Nuclear Construction (601611), Shandong Road and Bridge (000498), Hongrun Construction (002062), Longjian shares (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 are the main business of these.
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 Communications Construction, China Electric Power Construction, the set up 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.
So, reflected in the stock market, infrastructure stocks ushered in short-term layout opportunities. Of course, only short-term opportunities, long-term opportunities are not optimistic, long-term more optimistic to 5G, Internet of Things, charging piles, etc. as the representative of the "new infrastructure" concept.