With the rapid development of next-generation information technologies such as Internet of Things, cloud computing and artificial intelligence, the digital economy has increasingly become a key force in reorganizing global factor resources, reshaping the global economic structure and changing the global competition pattern. This small series has compiled the list of digital economy concept stocks in 2023 for your reference.
2023 list of digital economy concept stocks
Zhongke Jiangnan (sz30 1 153)
Zhongke Jiangnan is a leading comprehensive solution provider of smart finance in China, one of the few national financial informatization construction service providers in China, and a major participant in the electronic payment standard for treasury funds of the People's Bank of China and the Ministry of Finance.
Pan-micro network (sh603039)
The company is mainly engaged in research and development, sales and related technical services of collaborative management and mobile office software products. Collaborative management and mobile office software are application software based on business modules such as process management, portal management, knowledge management, goal planning, task collaboration, human resources, customer management, project management and integrated management. , so that people, finance, materials, information, processes and other resources in the organization can be managed in a comprehensive and collaborative operation control system, and all applications in the organization can be used on mobile terminals.
Believe in it (sz300454)
As a product and service provider focusing on enterprise-level network security, cloud computing and IT infrastructure, basic network and Internet of Things, the company has been expanding its business around solving the IT problems of enterprise-level users, and is determined to undertake the cornerstone work in the process of digital transformation of users in various industries, so as to make the digitalization of users in various government departments, medical and educational institutions, various financial institutions, telecom operators, energy, enterprises and organizations simpler and safer.
Xinghuan technology (sh68803 1)
The company is an enterprise-level big data basic software developer, providing basic software and services around the whole life cycle of data integration, storage, governance, modeling, analysis, mining and circulation. A software product matrix of big data and cloud basic platform, distributed relational database, data development and intelligent analysis tools has been formed, which supports customers and partners to develop data application systems and business application systems and helps customers realize digital transformation.
China Mobile (sh60094 1)
The company is the world's leading communication and information service enterprise, committed to providing all-round communication and information services for individuals, families, government and enterprises, and emerging markets, and is a technology leader and innovation promoter for the development and growth of China's information and communication industry. The company continues to promote transformation, upgrading and innovative development. Based on voice, data, broadband, private line, IDC, cloud computing, Internet of Things and other services, we actively explore the new blue ocean of digital economy, and constantly introduce personal digital content and applications such as ultra-high-definition video, video color ring tones, mobile cloud disks, mobile authentication, and equity supermarkets, and expand diversified smart home operation services such as entertainment, education, pension, and security, leading smart cities, industry, transportation, and security.
British Software (sh688435)
British Software is a software company specializing in data replication. Its main business is to provide customers with software related to data replication, software and hardware integration and software-related services. The company is one of the few high-tech enterprises in the domestic market that have mastered the data replication technology of dynamic file byte level, database semantic level and volume level. It is a small giant enterprise of science and technology in Shanghai, a "specialized and innovative" small and medium-sized enterprise in Shanghai, and is in a leading position in the field of business continuity and data replication management.
Digital economy concept stocks
1. Digital economy development planning and digital economy, as important concepts, are used in four projects, such as "Guolian Digital Economy Headquarters Construction Project" and supplementary liquidity. Digital economy has leading stocks, while Guo Xin Holdings has no stock code.
2. There is only one listed company in the digital economy, Hanwang Technology. From the current point of view, the digital economy mainly has three hype points. It is a leading enterprise in the field of semiconductor RF chip segmentation in China, a concept of digital economy and a concept stock of digital economy.
3. We will sort out the high-quality leading varieties of this plate from multiple dimensions. Stage's main business is to provide customers with a basic technology platform for digital transformation. Cloud and big data's smart products, and mainly through digital technology, industries such as industry, manufacturing, commerce and service industries need the empowerment of digital scenes. With the development of digital economy,
4. Leading enterprises in digital economy, with the issuance of China digital currency, the real leader must be Tianyuan Dike. Now we have entered the era of digital economy, and the issuer of the stock is AVIC Xi 'an Aircraft Industry Group Co., Ltd.
Leading digital economy concept stocks in 2023
1, real estate stocks have both minerals and digital economy stocks, which can not only promote economic development, but also increase investment in the digital economy during the 14 th Five-Year Plan. First, HNA Technology will seize the development opportunities of artificial intelligence, big data and cloud computing industries in the era of digital economy and the rapid development of digital economy.
2. Digital economy concept stocks refer to stocks with related concepts. There are also related digital economy stocks, and the "digital economy" concept stocks involving mobile payment mainly include. The concept of digital economy is a relatively broad concept.
3. Intelligent transportation concept stocks have leading stocks. The leading stocks with no upper limit concept stocks contain the vastness of the whole digital economy, including bonds, stocks and other sub-indices. Data exchange concept stocks are a kind of stocks with special meanings.
4. It is a concept stock of "calculating east and west". The digital economy is developing rapidly. The leading stocks of the top ten military stocks are in the wave of digital economy and meta-universe, respectively, to the economy and society.
5. Digital economy concept stocks have sprung up. Digital economy is a new concept plate, and BOE is a digital economy concept stock. It can be seen that the concept of digital economy is highly sought after, and the concept of digital economy is a leading stock.
6. According to the automatic matching of leading excavators in Cai Yun, the digital economy is constantly changing, and it is the core capability of the digital economy.
2023 list of digital economy concept stocks
AIGC, ChatGPT concept:
AI has rich application scenarios and data accumulation in China, and the policy environment is constantly optimized. With the investment of giants, it is expected to accelerate the development of AIGC-related industrial chains.
The vendors that commercialized the 1.AI algorithm are Iflytek and Tusi.
Among them, Iflytek, the leading AI company, as a leading A-share artificial intelligence company, has realized artificial intelligence technology in many fields, such as education, smart city, medical care and C-end hardware products, and its revenue and profits have continued to grow. In this round of computer upswing, industry leaders are expected to continue to benefit.
2. Application vendors of 2.AIGC related technical reserves: Straight Flush, 360 and Jinshan Office.
Data, algorithms and computing power are the three cornerstones of AI. If we want to launch products similar to Chatgpt, massive training data and large models with hundreds of billions of parameters, huge computing power expenditure is essential. In addition to the Internet giant, there are only a handful of companies in China that can meet the above conditions, and 360 companies have corresponding advantages.
3. Beneficial target in the field of 3.AI data: Haitian Ruisheng.
The training data developed and produced by Haitian Sheng Rui covers three core areas of artificial intelligence: intelligent speech, computer vision and natural language processing.
4.AI human-computer interaction: Hanwang Technology and Congyun Technology.
Hanwang Technology is a pioneer in artificial intelligence. We continue to invest in visual image recognition and human-computer interaction, and have leading key technologies in the artificial intelligence industry chain, such as text image recognition, natural language processing, biometrics, intelligent video analysis and intelligent human-computer interaction.
5. Potential beneficiaries of 5.AI synthetic data: Baidu, Ali, Tencent, Jinshan Office and China Telecom.
6. Manufacturers with AI foundation: Cambrian, Shang Tang, Guang Hai Information, Inspur Information, Zhongke Shuguang, Jing Jiawei, Lenovo Group, Ziguang and Loongson Zhongke.
Inspur Information has made a layout and sustained R&D investment in AIGC track from the aspects of bottom-level computing power, middle-level large model algorithm capability and upper-level industry application, and will continue to release AIGC support products in the future. The company's market share in the field of artificial intelligence servers ranks first in the global AI server market, and its market share in China has remained above 50% for five consecutive years. Baidu is an important customer of the company.
2023 list of digital economy concept stocks
Data and communication:
Artificial intelligence and big data are inseparable, and many applications of big data can be attributed to artificial intelligence. With the rapid application and popularization of artificial intelligence, big data continues to accumulate, and algorithms such as deep learning and reinforcement learning are constantly optimized. Big data technology will be more closely integrated with artificial intelligence technology, with the ability to understand, analyze, discover and make decisions on data, so as to obtain more accurate and in-depth knowledge from data, tap the value behind data, and give birth to new formats and new models.
1 and AI+ data elements: China Telecom, China Unicom and China Mobile.
As the "sellers" of China's computing power and data transmission capacity, the three major operators are expected to deeply participate in AI, which is an important infrastructure for AI data operation, storage and interaction in the AIGC era. Among them, China Telecom has built a core large-scale computing capability cluster in six regions of China, which carries the large-scale AI training and large-scale cloud data reasoning scenarios in China.
2. Operator network and computing hardware: ZTE, Ziguang and Ruijie Network.
Since 2023, domestic ICT manufacturers such as ZTE have accelerated the layout of high-performance and high-computing server/switch product lines, and their share in the domestic market has continued to increase.
3. Operator data link: Sino-Singapore Seck, Vast Depth, Hengwei Technology, Oriental Guo Xin and Tianyuan Dike.
In the field of network content security, Sino-Singapore Seck upgraded the network situation analysis system, developed the epidemic situation big data analysis system and the operator network traffic quality monitoring system, and deployed them on a large scale.
4. Optical modules: Tianfu Communication, Zhongji Xu Chuang, South China University of Technology, Guangxun Technology, Dekeli, Xinyisheng and Yuan Jie Technology.
Tianfu Communication has increased its investment in R&D projects such as high-speed optical engines before, and has achieved obvious benefits in 22 years, and it is still expected to increase substantially in 23 years. Supply for the world's leading AI computing core chip manufacturer system. The advantage of card position is obvious!
5. Optical fiber and cable: Chang Fei Optical Fiber, Hengtong Optoelectronics, Zhongtian Technology, etc.
Zhongtian Technology's 30-year manufacturing experience research and development integrates the national first-Mover advantage of logo analysis system, as well as industry-leading technologies such as cloud native, blockchain, 5G, digital twinning and artificial intelligence.
6. Silicon optical chip: optical library technology, acoustic optoelectronics, microelectronics;
With the semiconductor business as the core, facing the era of Internet of Things and artificial intelligence, Semitronics focuses on MEMS process development and wafer manufacturing business, and actively deploys GaN materials and devices business, becoming an internationally renowned semiconductor technology enterprise group.
7. Data Center IDC: Data Port (leading), Halo New Network (leading), Inspur Information (leading), Orpheus Data (leading), Dr. Peng, Baoxin Software, Shagang, Hangzhou Steel and Jiatu.
8. Data center temperature control: Invik, Jialitu, Runjian, Halo New Network, Orpheus Data, Runze Technology and Data Port;
Behind the rapid growth of artificial intelligence is the exponential growth of computing power. Based on the end-to-end liquid cooling technology platform and efficient electronic cooling/heat conduction platform established in the past few years, Invik provides customers with suitable and innovative air-cooled or liquid-cooled cooling solutions in related fields such as computing equipment.
9. Cloud computing
Baoxin Software is actively exploring the innovative application of artificial intelligence technology in the steel field.
10. Display control: Hikvision, Dahua.
Hikvision focuses on technological innovation in IOT sensing, artificial intelligence, big data and other fields, and strengthens the full-process service capability of large-scale complex intelligent IOT system construction. At the same time, Haikang Robot will be built into an independent listing platform for the company's machine vision and mobile robot business.
1 1, GPU: Jing Jiawei, Jinhang Technology, and unlisted Horizon, Black Sesame, Moore Thread;
JM9 series graphics processing chips of Jingjiawei Company can be used in geographic information system, media processing, CAD-aided design, games, virtualization, artificial intelligence calculation and other fields.
12, AI training chips: CAMBRIAN, Shang Tang (Hong Kong stocks), Suiyuan Technology (unlisted);
As a world-renowned emerging company in the field of smart chips, CAMBRIAN has developed smart processors and chip products including "cloud edge" full computing power coverage, a number of industry solutions based on CAMBRIAN chip development, and diversified artificial intelligence hardware products.
13, deposit and calculation integration: Hengshuo shares, Eastcom shares;
In the future, industries such as Internet of Things and artificial intelligence will be the key to product development and upgrading. Eastcore will seize the new opportunity of artificial intelligence and become the direction and focus of future integrated circuit design and related application research and development.
14, PCB/ carrier board: Hudian, Shennan Circuit, xing sen technology, Shi Yun Circuit, Chongda Technology;
With the gradual application of digitalization, Internet of Things and artificial intelligence in various industries, the demand for servers shows a rapid growth trend. Shennan Circuit Company will continue to strengthen the development of related products and make technical preparations for market breakthrough.