1. What are the leading stocks of new infrastructure stocks?
At present, the new infrastructure mainly includes: 5G, UHV, artificial intelligence, industrial Internet and Internet of Things, so these four types of stocks can all become new infrastructure stocks. The following is a list of leading stocks of new infrastructure:
1, 5g: 000063 ZTE, 00586 Huiyuan Communication, 3003 12ST Bangxun, 000070 Texun, 603220 Zhongbei Communication, 603322 Chaoxun Communication, 300502 Xinyisheng, 002475 Luxshare, etc.
2.UHV: 60 1700 Feng Fan, 6030 16 Xinhongtai, 600268 Guodian Nanzi, 300265 Tongguang Cable, 002498 Hanergy, 3002 15 Electric Power Research Institute, etc.
3. Rail Transit: 60 1 186 China Railway Construction, 60 1002 Jinyi Industry, 600495 Jinxi Axle, 60 1766 CRRC, 3000 1 Dinghan Technology, 300587.
4. Big data center: 60 136036036438+0 data port, 3002 12 Yihualu, 6033 138 massive data, 002335 Ke Hua Hengsheng, 600588 UFIDA, 600845 Baoxin software, etc.
Second, the leading stock picking skills
1, leading stocks must start from the daily limit, which is the most accurate attack signal for both long and short sides. You can't limit the leading stocks and be the leader.
2. Leading stocks must have a monopoly position in a certain fundamental aspect.
3. The market value of leading stocks should be moderate, suitable for large capital operation. It is impossible for large-cap stocks and pocket stocks below 30 million to take the lead.
4. Leading stocks must meet the requirements of daily KDJ, weekly KDJ and monthly KDJ.
Leading stocks are usually at the end of the market decline. When the market panicked, they went against the daily limit, bottomed out in advance, or started before the market, and withstood the test of a round of market decline.
Three. 202 1a-share market leading capital stock:
1, China Railway Construction: the leader of infrastructure. According to the ROE in recent three years, the compound growth rate of ROE in recent three years is -2.32%, the lowest ROE in recent three years is 2020 1 1.45%, and the highest roe is 20 19 years 12.03%.
2. China Railway: the leader of infrastructure. According to the ROE in recent three years, the compound growth rate of ROE in recent three years is 4.7%, the lowest ROE is 20 19 10.8 1%, and the highest roe is 20 19 12.84%.
3. China Architecture: the leader of infrastructure. Judging from the ROE in recent three years, the compound growth rate of ROE in recent three years is-1.36%, the lowest ROE in 2020 in recent three years is 15.54%, and the highest ROE in 20 18 years is 15.97%. The main business is in a leading position in the industry and has an absolute competitive advantage in the field of housing construction. They are among the best in most infrastructure fields, such as ports, high-speed rail, subways, industrial bases and power plants.
4. Jiao Jian, China: The leading capital stock is a state-owned enterprise in the capital construction industry. Judging from the compound growth of non-net profit deduction in recent five years, the compound growth of non-net profit deduction in recent five years is -2.3 1%, and the lowest non-net profit deduction in recent five years is 20201378 million yuan, and the highest is 218 years1763 million yuan.
5. Jiao Jian, China: the leader of infrastructure construction. The company is a leading multi-disciplinary and multinational listed company in China and even the world, focusing on infrastructure design, infrastructure construction, dredging and equipment manufacturing. It is the largest port design and construction enterprise in China. China's leading highway bridge design and construction enterprise; China's leading railway construction enterprise; China's largest international engineering contractor, etc.
6. Entrepreneurship in the North: mainly engaged in the manufacture of railway wagons, with the market share of 12.2%, ranking first in the country, ranking the top four among railway wagon manufacturers designated by 18, and used by Shenhua Group.
7. Tunnel shares: It has become the first listed company in China's infrastructure sector, and is committed to providing creative infrastructure construction and operation services for China and even more cities around the world, making urban life more convenient, safe and intelligent.
8. Northern International: Mainly engaged in railway transportation, it is the only national listed company of railway logistics.
9. Huaneng International: In terms of power market, considering the influence of international and domestic situation, industrial operation and local development, it is estimated that the electricity consumption of the whole society will increase by 4%-5% in 2020, and the installed capacity of infrastructure power generation in China will increase by about 65.438+0.2 billion kilowatts. It is estimated that the utilization hours of thermal power in 2020 will be 4280 hours, 2065.438+.
10. Setting up a research institute: under the circumstance of increasing downward pressure on the national economy, promoting investment, stabilizing growth and increasing investment in short-board areas of infrastructure will still be effective means of economic countercyclical adjustment.