Now, just like before the Spring Festival, it is a structural bull market for technology stocks! In 22, you must pay full attention to the research and allocation of technology stocks. Because the core of China's current industrial development is the transformation and upgrading of the technology industry.

the development of any big country will enter a cycle with industry as the core. China used to be a real estate economy, and indirect financing was the most suitable one. It is indispensable to develop the direct financing market, the capital market and the investment banking service industry. Therefore, both the industry and the capital market are welcoming their own high-light era.

Welfare came. It collected the highest investment and research strength of the Institute, followed deeply and excavated the track of science and technology industry, and combed out the "22 Science and Technology Treasure Map-Science and Technology 5 Stock Pool". As the name suggests, Science and Technology 5 is 5 science and technology stocks with investment value. The purpose of ticket pool screening is to delineate the scientific and technological stocks to be tracked in the next year, lock in the target, and not let your energy be too scattered, so as to choose the best among the best!

and, dynamically track each stock in the table! And developed the corresponding index, in order to facilitate investors to understand the first echelon of technology companies more intuitively.

According to this pool of 5 scientific and technological stocks, I will tell you the research logic:

1. By excavating the industrial value chain, 5 scientific and technological enterprises are selected according to the comprehensive factors such as R&D ability, performance and operating conditions of listed companies, and this index is compiled with equal weight.

2. dynamically track the index, and transfer in or out the index constituent stocks according to the semi-annual cycle.

22 should be the electronic industry, that is, the performance verification period and investment climax period of 5G terminals. The industry distribution of this index is dominated by the computer and electronics industries, accounting for more than 6%!

Next, I will announce the targets of the 5-vote pool of science and technology, and the core logic of each target, which is also a concern of everyone. 5 tickets, presented by 5 tables, and under each table, there is a detailed tracking logic of individual stocks.

Dragon 1: Huiding Technology (6316)

Core logic:

1. The company is the leading fingerprint under the screen, benefiting from the volume of smart phones, and its performance continues to exceed expectations;

2. IoT will become the new blue ocean in the future, and TWS headphones will be innovated.

3. The company has a deep technical reserve, and the patented technology is at the leading level in the industry. The company's products will benefit from the update of their own products and the improvement of the penetration rate of TWS headphones.

Long 2: Hengrui Pharma (6276)

Core Logic:

1. For many years, the company has been the pharmaceutical enterprise with the largest R&D investment and the strongest R&D strength in China, and it is the earliest pharmaceutical enterprise in China to transition from "combination of imitation and creation" to "innovation-driven".

2. With the rapid development of TIM3, TLR-7, IL-15 and other projects, it is too early to talk about the ceiling in Hengrui Pharma as an absolute leading enterprise of innovative drugs in China. Aside from the huge space of the international market, the domestic market space alone is enough for the company to maintain an average annual growth rate of more than 2% for at least 1 years.

Dragon 3: Iflytek (223)

Core logic:

The leading voice technology in China is a high-quality track for AI+ education. The platform is empowered and the core business develops healthily.

1. By the end of 219, iFLYTEK Open Platform has gathered more than 1.12 million developer teams, with a total number of applications exceeding 73,;

2. In the field of education, Zhixue.com has covered more than 15, schools in 32 provincial administrative regions.

3. In the judicial field, the intelligent trial system has now covered 31 provinces, municipalities and autonomous regions in China, with more than 3, political and legal units. The company released its 219 performance forecast, improved its profitability and achieved the best operating cash flow in history.

Dragon 4: Deeply convinced (3454)

Core logic:

Practitioners and leaders of SDX are deeply convinced that they have strong product capabilities to promote business development.

1. Information security business: productization and channel advantages to build a moat;

2. Cloud computing: the key to the rising ceiling;

3. New IT business: Software-defined infrastructure and expanding business boundaries

Dragon 5: Sany Heavy Industry (631)

Core logic:

As one of the "Big Three" construction machinery in China, the company has not only been among the international leaders for a long time, but also has the best listed assets of construction machinery among A-share listed companies.

At the recent international defense exhibition, Sany launched a multi-type ground unmanned combat vehicle, and the company successfully entered the military field, which is expected to continue to benefit from integration of defense and civilian technologies in the future, and the prospect of enhancing the core competitiveness of the enterprise is improving.

Long 6: Beijing Junzheng (3223)

Core Logic:

1. The company is a leading processor chip manufacturer in China, and has been deeply involved in the MIPS instruction set processor chip field for many years, accumulating rich technical reserves;

2. After the acquisition of Silicon, a platform pattern of "storage+processor" was formed;

3. The complementary effects of storage and processor services are obvious, and the two sides are expected to release synergistic effects in customer design import and supply chain bargaining, forming a "1+1 >: 2 "cooperation situation.

Long 7: Zhaoyi Innovation (63986)

Core Logic:

1. Zhaoyi is a high-quality memory chip and microcontroller design enterprise in China, among which SPINorFlash and 32-bit MCU have reached the world leading level;

2. We are optimistic that the company's NorFlash products will achieve high growth in the rise of downstream applications such as TWS, AMOLED, TDDI and ADAS in the past two years;

3. We are optimistic about the company's category expansion with the help of technological progress in the fields of NANDFlash, DRAM and MCU, and the business prosperity of NorFlash is on the rise. The company actively practices category expansion and accelerates domestic substitution.

Long 8: North Huachuang (2371)

Core logic:

1. The company has built an IC equipment product matrix, covering 39% of the equipment in a single equipment line, with rich products;

2. Storage evolves to 3DNAND, and the investment amount of etching /CVD equipment doubles;

3. The expansion of storage lines is accelerating, and the IC equipment industry is facing an inflection point.

Long 9. ZTE (63)

Core logic:

1. The company will definitely land, and the development of 5G will be accelerated. In 22, large-scale construction will be started in 5G, and operators will start intensive bidding, which will make the company's benefits more certain.

2. In 22, China's 5G scale construction will be officially launched. It is estimated that more than 6, stations will be built in the whole year, and the 5G bidding of the three major operators will be launched recently.

3. The company has invested heavily in the entire product line of 5G base stations, 5G terminals, bearers and core networks, and it has great certainty in benefiting as a leader in communication equipment.

Dragon 1: Zhongke Chuangda (3496)

Core logic:

1. Thanks to the release of new 5G models, the revenue growth rate of smart phone business exceeded 15%;

2. Intelligent networked automotive operating system products continued to grow rapidly, and the revenue growth rate of automotive electronic business exceeded 6%. It is believed that the company is the main beneficiary of AIOT industry trend.

Long 11: Contemporary Amperex Technology Co., Limited (375)

Core logic:

The company and Tesla are strongly combined, and the leading position is highlighted:

1. The leading position of power battery is stable and its performance is growing rapidly;

2. The production capacity has greatly expanded, and the shipment volume is expected to further increase;

3. The price drops slowly, and the gross profit margin is expected to maintain a high level.

Long 12: SuperMap Software (336)

Core Logic:

1. The US government restricts the export of geospatial image software and attaches great importance to the localization of GIS and overseas market expansion opportunities.

2. The company is not only a domestic GIS leader, but also its international status is constantly improving. According to the report of ARC Consulting Group, SuperMap ranks third in the global GIS market and first in Asia.

3. The demand for land and space planning and registration of natural resources is gradually released.

Long 13: Zhongke Shuguang (6319)

Core logic:

1. The company is a national platform for computing technology of Chinese Academy of Sciences, and its controllable servers are expected to gain a large share with the help of three advantages: safety, performance and ecology.

2. The rapid growth of software business is expected to promote the overall gross profit margin of the company and the rapid growth of profits.

The company holds high-quality assets of departments of Chinese Academy of Sciences such as Haiguang and Zhongke Xingtu, and it is expected to usher in a revaluation under the background of science and technology innovation.

Long 14: Huichuan Technology (3124)

Core logic:

1. The industrial automation industry is bottoming out, and company orders are starting to pick up;

2. The new energy vehicle business is undergoing positive changes. The company takes power supply and electronic control motor components as the breakthrough point, and takes advantage of China's supply chain and rapid response to continuously seek opportunities for international customers to cooperate in projects;

3. One overseas car company has been designated as DCDC and OBC, and five domestic car companies have been designated. The rest of the car companies are actively deploying and are expected to make a breakthrough.

Dragon 15: Guodian Nanrui (646)

1. Guodian Nanrui is the core support of State Grid's "three types and two networks, world-class";

2. Ubiquitous power is accelerating, and ICT business is expected to grow rapidly;

3, internal management optimization, new industries inject vitality;

Maintain growth in a large number of UHV and flexible orders in hand

Long 16: Goer shares (2241)

Core logic:

1. The demand for TWS and wearables continues to be strong, and the Android camp has broad room for growth;

2. The demand recovery of 3C industrial chain will increase the income of precision parts group, and the 5G commercial accelerated VR/AR is ready to go;

3. Refined management optimizes operating efficiency and significantly improves operating cash flow

Long 17: Ruike Laser (3747)

Core logic:

1. Industrial robots continue to warm up, and domestic robots will continue to replace them. As a large-scale laser leader in China, the company is expected to gradually increase its market share;

2. Benefiting from the lithium battery boom, it covers well-known customers, including Ruike Laser, which has cooperated with more than ten domestic equipment integrators, and its laser products have entered power battery manufacturers including Contemporary Amperex Technology Co., Limited, BYD and Guoxuan Hi-Tech.

3. With the recovery of domestic manufacturing industry, the company is expected to usher in an inflection point in 22.

Dragon 18: Inspur Information (977)

Core logic:

1. Cloud computing is a "shovel-selling" in the application cycle of 5G, with a clear "investment clock", which has really entered a profit explosion period, and the underlying infrastructure and upper-level applications are expected to be in 2. The capital expenditure of upstream cloud computing manufacturers will increase greatly in 22.

2. The company * * * released two edge computing servers, which not only have AI capabilities, but also adapt to complex environments such as high temperature and high humidity, and have strong scalability. The company's share continued to increase, accelerating the expansion of overseas markets. In 218, Inspur is the third largest server shipment after Dell and HPE, and the global market share is expected to continue to increase in the future. The penetration rate of the company's overseas market is still low, and the company has successfully launched overseas customers.

Long 19: BOE A(725)

Core logic:

The company is the leader in LCD and OLED industry, and its main business LCD ranks first in the world. The price of LCD is expected to stabilize in the second quarter. The construction of the 6th generation flexible AMOLED production line progressed as planned, and the company's market share of AMOLED panels became the second in the world. Huawei's latest folding screen mobile phone uses BOE's flexible screen.

Long 2: Jingsheng Electromechanical (3316)

Core logic:

The company's photovoltaic single crystal furnace is the main business, followed by semiconductor single crystal furnace.

1. The iteration of photovoltaic large silicon wafer technology will lengthen the equipment demand cycle. Photovoltaic silicon wafers enter a new production cycle, and the single crystal permeability will be greatly improved. Jingsheng Electromechanical, as the only 12-inch equipment provider in Central, will greatly benefit.

2. The semiconductor business has entered the harvest period, and the second phase of the Big Fund focuses on supporting the localization of equipment and materials, and the leading silicon wafer equipment is expected to benefit. The 8-inch production line in Central is officially put into production, and the 12-inch equipment will enter the market soon. The pace of purchasing equipment by Zhonghuan Co., Ltd. has obviously accelerated, and Jingsheng Electromechanical Co., Ltd., as a core equipment manufacturer, will greatly benefit.

Dragon 21: Desai Siwei (292)

Core logic:

The leader of intelligent cockpit integrators in China, focusing on intelligent cockpit, ADAS and car networking.

1. The high-definition camera and high-definition panoramic system have been mass-produced, and the automatic parking system is expected to be mass-produced and delivered to customers within this year, and the millimeter-wave radar production line has been completed and can be mass-produced;

2. Sensors: L4/L5 multi-sensor integration will be standard, and the global vehicle sensor market will exceed $5 billion in 23.

Long 22: Zhongke Sanhuan (97)

Core Logic:

1. The company is the largest NdFeB magnetic material enterprise in China. It started research and development in the application field of new energy vehicle drive motors more than ten years ago. At present, the related technologies are mature and the product quality is stable. The products have been applied to new energy vehicles of many automobile manufacturers in Europe and America. It will benefit from the explosive growth of demand for new energy vehicles and robot motors.

2. It is planned to hold 5% equity of Southern Rare Earth. After the delivery, the company is the second largest shareholder of the Group and the only permanent magnet material company with extremely scarce medium and heavy rare earth resources in the market.

Long 23: Hang Seng Electronics (657)

Core Logic:

1. Hang Seng Electronics is the leading enterprise in the financial IT industry of securities firms. The company belongs to Ali department. High R&D achievements, high net interest rate and high market share;

2. There is a strong demand for financial IT: the reform of capital market and opening to the outside world have spawned a large number of financial IT demands such as securities firms;

3. the company implemented the online strategy, and the strategy of large, medium and Taiwan accelerated. not yet