What are the leading new infrastructure stocks?
The leading infrastructure stocks are an important pillar of China's economic development, benefiting from national policy support and market demand, the industry continues to maintain rapid growth. The following editorial brings the new infrastructure leading stocks are what, for all of you a great benefit, take a look together.
New infrastructure leading stocks have which
New infrastructure leading stocks are the following:
1, 5G: 000063 ZTE, 00586 Huiyuan Communications, 300312 ST BONSON, 000070 TEFA, 603220 Zhongbei Communications, 603322 Chaoxun Communication, 300502 new Yisheng, 002475 Li Xun precision, etc.
2, ultra-high voltage: 601700 Fengfan shares, 603016 new Hongtai, 600268 Guodian Nanshi, 300265 through the cable, 002498 Han cable shares, 300215 Electric Academy of Sciences, etc.
3, rail transportation: 601186 China Railway Construction, 601002 jinyi industry, 600495 jinxi axle, 601766 China CNR, 300011 dinghan technology, 300587 sky iron shares, etc.
4, big data center: 601360 three six zero, 603881 data port, 300212 easy huaru, 6033138 sea data, 002335 kehua hengsheng, 600588 UFIDA, 600845 Baoxin software, etc.
Top ten leading stocks of infrastructure stocks
The new infrastructure, all known as the new infrastructure construction, mainly contains the following seven major areas: 5G base station construction, ultra-high voltage, intercity high-speed railroads and urban rail transportation, new energy vehicle charging piles, big data centers, artificial intelligence, Industrial Internet.
1, 5G base station construction
5G refers to the fifth generation of mobile communication technology, with high speed, low latency, large connections and other characteristics.
Equipment leader: ZTE Corporation
High-speed optical module leader: the intermediate Xuchuang
RF material leader: Sangyi Technology
Antenna leader: Feirongda
Optical communications leader: Fiber optic communications
Wireless radio frequency leader: Shennan Electric Road (PCB), Huden (PCB), Dongshan Precision (filter)
Wireless RF leader: SHENAN electric road (PCB), HU Dianshu (PCB), Dongshan Precision (filter)
Core network leaders: the first generation of 5G base station construction
5G is the fifth generation of mobile communications technology with high speed, low latency, large connections, etc. p>
Core network leader: Ziguang shares
2, ultra-high voltage
Extra-high voltage, refers to ± 800 kilovolts and above direct current and 1000 kilovolts and above the voltage level of alternating current.
Power equipment leader: Guodian Nanrui, Siyuan Electric, Xu Ji Electric
Transformer leader: TBEA, China Xidian, Baochang Electric
High-voltage switchgear: Pinggao Electric
Energy construction: China National Energy Construction
Electric power automation: Sifang shares
3, high-speed railroads and urban rail transportation
High-speed rail: Beijing-Shanghai high-speed rail, China CNR, China Tongzhou, China Railway Industry
4, new energy vehicle charging piles
Charging piles are similar to gasoline dispensers, which can charge electric vehicles. With the continuous promotion of electric vehicles, the charging pile still has a broad prospect.
Charging piles: Zhongding shares, Zhongheng Electric, Goodway, Sunny Power, TBEA, Sugo shares
5, big data center
Internet Data Center, InternetDataCenter in English, referred to as IDC, there is a huge industrial chain.
Data Center: Zhongke Dawning, massive data, data port, broadband network, Kehua data, halo new network
Cloud Computing: Guanglianda, UFIDA, Kingsoft Office, Hengsheng Electronics, Baoxin Software, Ziguang shares
What are the leading stocks of the 5G new infrastructure
1, 5G optical module: Among them, the light rapid technology for 5G optical module veteran. New Edson, intermediate Xu Chuang, etc. for 5G digital communication leader. In addition, there are Changfei optical fiber, Hengtong Optoelectronics, quartz shares, Philips, Fiberhome Communications and other 5G new infrastructure leading stocks.
2, big data center: three six zero, data port, easy to record, sea data, Kewa Hengsheng, UFIDA network, Baoxin software, through the cable, Han cable shares, the Institute of Electricity and so on.
3, the main equipment vendors: ZTE Corporation, Huiyuan Communications, Boncom Technology, Tefal Information, Bay Communications, SuperCom Communications, New Easun, Lixun Precision and so on.
4, rail transportation: China Railway Construction, Jinyi Industry, Jinci Axle, China CNR, Dinghan Technology, Tiantie shares.
What are the leading stocks of the concept of railroad infrastructure
1, Pagoda Industry
The company is engaged in the main business for the production and sale of bearings, photovoltaic bracket production business and material trading business. Bearing main products for oil machinery bearings, metallurgical mill bearings, heavy-duty automobile bearings and construction machinery bearings and other bearing products.
2, Kanto infrared
The company is subordinate to the China Academy of Space Technology of China Aerospace Science and Technology Corporation, is China's railroad rolling stock operation and safety inspection and maintenance of the industry's important equipment suppliers and solution providers,
The main products include the application of infrared axle temperature detection system in the field of railroad rolling stock operation and safety inspection, train operation, fault dynamic image detection system, and the application of dynamic image detection system in the field of railroad rolling stock operation and safety inspection. The main products include infrared axle temperature detection system for railway vehicle operation safety inspection, dynamic image detection system for train operation, and intelligent storage system for rolling stock inspection applied in rolling stock inspection automation field.
3, tunnel shares
The company is a famous municipal infrastructure construction design and construction of general contracting enterprises, in the soft soil layer underwater highway, subway tunneling project in the industry leader. The company is the world's only both shield method of tunnel construction and shield equipment manufacturing capacity of enterprises, but also China specializes in soft soil tunnel engineering construction of the largest enterprises.
4, Guodian Nanshi
Wholesponsored subsidiary Huadian complete sets of the company's acquisition of Nanjing Guodian Nanshi Railway Transportation Engineering Co., Ltd. and Guodian Nanshi's Railway Automation Division and other assets into the realization of the re-establishment of Nanjing Guodian Nanshi Railway Transportation Engineering Co.
5, Jiaxun Feihong
The company is committed to the field of communication and information technology application innovation, to provide customers with communication, information, control of the integration of command and control systems and comprehensive solutions. Products include conventional scheduling series products, emergency command series products, as well as in the former two on the basis of the expansion of the railroad disaster prevention and safety monitoring system.
What are the leading stocks of new infrastructure charging piles
1, Teradek (300001): its business is based on outdoor box-type power equipment, which is also known as charging piles.
2, Wanma shares (002276): the main business for the power cable, belonging to the plate is charging pile.
3, the above two have a first mover advantage, capital scale, brand effect. Belongs to the plate of the short. In addition, DC complete machine manufacturers, charging modules and other manufacturers are also worth paying attention to, here the main enterprises are Crestec (002518), Incores (300713).
4, this new infrastructure launched a few trillion dollars, and the construction of new energy vehicles charging pile will also be a huge project in Xixiang, which will bring certain opportunities for related enterprises, we can pay attention to the relevant enterprises and funds in a timely manner.