List of Next Generation Internet Concept Stocks
Chip listed companies:
A semiconductor chip listed company-chip manufacturing
1, slanway (600460):
At present, Sylvie specializes in the design, manufacture and sales of CMOS, BiCMOS and bipolar consumer integrated circuits. The company has developed and produced more than 100 kinds of integrated circuits, with an annual output of nearly 200 million integrated circuits. The company has the design capability of 0.5-0.6 micron CMOS chip and 200,000 logic chip. According to statistics, as the largest private integrated circuit enterprise in China, it ranked 10th among all integrated circuit enterprises in China in 200 1 year, and ranked first among integrated circuit design enterprises for three consecutive years.
2. Zhangjiang Hi-Tech (600895):
On August 22nd, 2003, Zhangjiang Hi-Tech announced that it would subscribe for 45 million Series A preferred shares of SMIC through its wholly-owned overseas subsidiary WLT at the price of1.1USD/share, accounting for about 5% of SMIC's shares at that time. On March 5, 2004, Zhangjiang Hi-Tech announced again that WLT, a wholly-owned subsidiary of the company, had subscribed for SMIC 342857 1 Series C preferred shares again at the price of $3.50 per share. After the capital increase, the company * * * holds 45,000,450 SMIC A series preferred shares and 342,8571C series preferred shares. After the share conversion and split-up, the number of SMIC shares held by the Company will be 565,438+0,000,000,450, and the investment cost of the Company is about HK$ 480 million, and the holding cost per share is only HK$ 0.90. SMIC has occupied more than 50% of the mainland chip foundry market, and it is the largest and most advanced integrated circuit manufacturing enterprise in China. By the first half of 2003, SMIC had become the fifth largest chip foundry in the world.
3. Shanghai Belling (600 17 1);
In 2003, Shanghai Beiling and Yulong Group, a traditional industry leader in Taiwan Province Province, jointly established a chip design company focusing on network applications. On June 5438+0/kloc-0, Peng Fang, president of Shanghai Hua Hong NEC electronics co., ltd, in which the company shares, said that Hua Hong NEC will be listed on the main board of hongkong in the first half of 2004. It is understood that Paris Baifuqin has been found as its lead underwriter, and the specific financing scale has not yet been determined. From June 5438 to October 2003 10, Jebsen Semiconductor of the United States, which has advanced semiconductor foundry technology in the world, invested technology and cash in NEC of Hua Hong. The second-generation ID card chip designed by Shanghai Hua Hong Integrated Circuit Design Company, a subsidiary of Hua Hong Group, the parent company, has been sent to the Ministry of Public Security. In the process of system inspection, the company's goal is to gain the national market share of 1/3.
4. China Microelectronics (600360):
Huawei Microelectronics is one of the largest manufacturers of power semiconductor products in China. Its users are well-known domestic manufacturers of color TV, energy-saving lamps, computers and communication equipment, and they are strong in design, development, chip manufacturing, packaging/testing, sales and after-sales service. The chip production capacity of Huawei Microelectronics is 6.5438+0 million chips/year, and the packaging/testing capacity is 600 million chips/year. In June 2003, 165438+ 10, the company announced a joint venture with Philips Electronics China Co., Ltd., with a total investment of US$ 29 million and a registered capital of US$150,000 to operate semiconductor power electronic devices.
5. Changdian Technology (600584):
The integrated circuits and chip components produced by the company are high-tech industries supported by the state and have strong competitiveness in the field of discrete devices. In May 2003, 380 million yuan was raised, which was mainly used for the technical transformation of the packaging and testing production line, and the project construction period was short. 5438+065438+June1October, 2003, it was announced that Beijing Changdian Zhiyuan Optoelectronic Co., Ltd. was to be established jointly with Beijing University of Technology Zhiyuan Technology Development Co., Ltd. * *, with a registered capital of 82 million yuan, and Changdian Technology planned to contribute 4,565,438+million yuan in cash, accounting for 55% of the registered capital. This cooperative project is a lighting project that the country attaches great importance to. The high-brightness white light chip jointly developed and produced is expected to become the light source of a new generation of energy-saving and environmental-friendly general appliances.
6. Fang Da A(000055):
High-power and high-brightness semiconductor chips, a major key technology of semiconductor lighting successfully developed for the first time in China, came out in Fangda. At the "2004 China International Semiconductor Lighting Forum" held in Shanghai, Fangda showed this chip to the participants for the first time. According to reports, this technology is a key scientific and technological project of the tenth five-year plan, reaching the advanced level of semiconductor chips today, which is of great significance for accelerating the start-up of semiconductor lighting projects in China. Fangda entered the gallium nitride semiconductor industry in 2000, and used the high-tech achievements of the National 863 Program to develop and produce gallium nitride-based semiconductor chips with independent property rights. Fangda invested more than 200 million yuan, and now it has an annual production capacity of 35,000 gallium nitride epitaxial wafers.
7. Zhongfa Technology (600520):
According to the listing announcement at the end of 200 1, the company is the largest manufacturer of integrated circuit plastic packaging mold and plastic profile extrusion mold in China, with a market share exceeding 15%. Shortly after listing, the company changed its investment direction. It was originally planned to use the raised funds to exclusively invest 654.38+0.2 million yuan to build a project with an annual output of 200 pairs of special molds for semiconductor integrated circuits. Now we are investing in a new joint venture company, with 90 million Chinese investment and 30 million Japanese investment, specializing in making special molds for semiconductor integrated circuits. The 2002 annual report also revealed that the registered capital of Tongling Sanjiashantian Technology Co., Ltd., which holds 75% of the shares, is1200,000 yuan, and its main business is to produce and sell molds for semiconductor manufacturing; By the end of 2002, the special mold project for semiconductor integrated circuits invested by Public Offering of Fund had actually used 876,543,800 yuan, which had been put into production by the end of 2002.
Brief introduction of cloud computer concept stocks
1, Wang Shun science and technology (300 1 13):
The company benefits from the extended development strategy: Xinhaoyi is a leading provider of software platforms for Internet cafes in China, occupying a leading position in the domestic market share in the field of billing platforms. The company's advantage lies in the entertainment management platform of Internet cafes. Through the acquisition of Xinhaoyi and strong alliance, the merged Xinshun.com will become the leading integrated product and service provider of Internet cafes in China, opening up the front and back office of the whole Internet cafe software service, enhancing customer stickiness and laying the foundation for further providing value-added services. After the acquisition of Xinhaoyi, the company will have 80% market share of Internet cafe management software and 25% market share of billing software, covering 156000 Internet cafes, accounting for 80% of the total number of Internet cafes in China, and the platform has begun to take shape. From the Internet industry to the whole IT industry, whoever catches the users will master the key to success. Therefore, relying on the huge user base of Internet cafes, the company will lay the foundation for further promoting value-added services such as game operation in the future, and is expected to become a comprehensive service platform after Tencent and Shanda.
2. Inspur Information (000977):
Inspur server ranked first in domestic server sales and sales for consecutive 10 years. Ingram micro International, the world's largest IT product distributor and service provider, has become the distributor of Inspur Xin Ying server, which is the first time that ingram micro International has represented domestic brand products. Cooperation with Microsoft: Inspur Group, the controlling shareholder, signed a memorandum of global strategic partnership with Microsoft, and the two sides will establish a global strategic partnership and carry out comprehensive cooperation in application software, solutions and IT services, server OEM, management training and exchange programs, and software legalization. The total investment of the company's cloud computing operating system R&D and upgrade project is RMB 34,654,380+0,000, including fixed assets investment of RMB 334 million and working capital of RMB 6.23 million. According to the current project progress, the construction period of the proposed project is 2 years. After the completion of the project, the annual sales revenue is 200 million yuan, the financial internal rate of return is 65,438+08.27%, and the investment payback period is 5.42 years.
3. Starnet Ruijie (002396):
The main products of Star Network Ruijie will substantially benefit from the development of cloud clients, and its thin clients and enterprise-level network products will be the first choice for cloud computing landing clients; The company ranks first in the domestic market in the field of thin customers, competes with Cisco and Huasan in enterprise-level network products, and has excellent technical and market capabilities; The company's cloud computing strategy is clear, and an overall cloud computing solution has been launched to strengthen foreign cooperation. Just like the cooperation of American virtual server giant VMware, the endogenous extension strategy comprehensively lays out cloud computing. The company actively cultivates new growth points, and the fundraising projects ePOS and DMB have a good development prospect. Four of the more than a dozen packages invited by China Mobile IMS won the first share. In the future, with the promotion of triple play and the popularization of optical fiber access, the home gateway market will also be triggered.
4. Visteon (002268):
The company has invested heavily in cloud computing, and will cut into this field through the secure cloud storage system, and participate in market competition as a product integrator or directly participate in data center operation. The company's secure cloud storage system can not only provide software and hardware for the newly-built data center, but also be suitable for the information security transformation of the built data and disaster recovery center. The company has developed from a leader in the field of information encryption to a leading domestic enterprise in information security products and security integration and service with passwords as the core. The company has a perfect information security product system and leading overall security solution capability, and is the largest security system integrator in the user market of large enterprise groups such as domestic government and military industry, ranking first in the field of hierarchical protection. The major shareholder of the company is the 30th Research Institute of China Electronics Technology Corporation, which may inject assets into listed companies.
5. East China Computer (600850):
The company focuses on three core businesses: sales and service of high-end computer products, intelligent building and software development. East China Computer Storage Network System Co., Ltd., which holds 55% of the shares, specializes in product distribution and integration services of EMC, the largest professional network storage equipment supplier in the United States. As a leading cloud computing enterprise in Shanghai, the company will fully benefit from Shanghai's "Cloud Sea Plan". After the completion of network reorganization in Hua Xun, the company will develop into a comprehensive network company providing network system integration scheme, network storage, network services and other services. If the major shareholder continues to inject basic software services such as operating system and database, and cooperates with Weishitong, a subsidiary of CLP Technology, to develop network security services, the company will build a complete "cloud computing" platform, making the company occupy the top level of the cloud computing industry chain, so the company has the potential to become the leader of domestic cloud computing.
6. Huasheng Tiancheng (6004 10):
Cloud computing industry chain includes system integrators, service providers, application developers and other industries, among which Huasheng Tiancheng is one of the leading system integrators. This company was originally a system integrator. After 14 years of development, through the acquisition of companies with business synergy, we have continuously strengthened the endogenous cultivation of software and service businesses and grown into an IT integrated service provider with a troika of system integration, software development and professional services. The revenue of software development and professional services increased from 27.7% in 2007 to 37.4% in 2009, so it is an industry participant that cannot be ignored.
7. UFIDA Software (600588):
20 1 1, UFIDA will strengthen the development of key industries, service business and overseas business, develop industries corresponding to Nanchang and Sanya bases, and actively carry out mergers and acquisitions; Actively embrace the wave of cloud computing industry and promote the framework of "UFIDA Software+UFIDA Cloud Service". The core strategy of UFIDA's development in the next few years is to seize this historic industrial opportunity, become bigger and stronger in the wave of cloud computing innovation, become the largest and leading enterprise cloud service provider in Asia, and become a world-class management software and service enterprise. UFIDA Software Co., Ltd. decided to purchase the online business and related assets of Beijing Weiku E-commerce Technology Co., Ltd. (the company's chairman is the company's executive director) at a cash price of 23,946,600 yuan. At present, UFIDA Software mainly has two organizations responsible for the integration of cloud computing. One is the computer research and development center, which currently undertakes the overall plan; The other is Beijing Weiku E-commerce Technology Co., Ltd., which is mainly responsible for the development and integration of some public applications.
8. santai electronics (0023 12):
The company is a leading provider of financial electronic products and services in China, focusing on the research and development, production, sales and service of financial electronic equipment and system software. At the same time, the company is also a manufacturer and seller of commercial password products recognized by the State Cryptography Administration, with the qualifications of computer information system integration, safety product production and safety technology prevention engineering design, installation and maintenance. At present, the products mainly include electronic receipt system, ATM monitoring system and bank digital network security monitoring system. With the further improvement of bank informatization and increasing attention to financial security, the bank's expenditure on security is expected to further increase, and the company's future operating income is expected to continue to maintain rapid growth. At present, the company is the only manufacturer in China that provides ATM monitoring systems for head offices and provincial branches of banks such as ICBC, Agricultural Bank of China, Bank of China, China Construction Bank and Postal Savings, and has established long-term cooperative relations with international first-class ATM manufacturers such as NCR, Hitachi and Dibao. It is expected that in the next few years, the company will maintain a steady growth in market share by virtue of its competitive advantage of being shortlisted for bidding by the head offices of major banks.
9. Neusoft Group (6007 18):
The company signed a cooperation agreement with NEC Group to promote cloud computing services in China market. It is reported that the name of the joint venture company is tentatively named Neusoft Information Technology Co., Ltd., with a registered capital of 50 million yuan. Among them, Neusoft Information Technology, a wholly-owned subsidiary of Neusoft Group, contributed 30% and NEC (China) contributed 70%. The joint venture company will use the technical environment of both parties to build its own data center and provide comprehensive cloud computing services including SaaS, PaaS and IaaS; Provide all-round services in major languages 24 hours and 365 days, from import consultation before service provision to problem solving during service and integration with peripheral systems. The data shows that the market scale of cloud computing in China is expected to grow at an annual rate of 30%, and the industrial scale will reach 654.38+06 billion yuan in 2065.438+02. In view of the huge development opportunities of the industry, it is expected that the company will also generate huge benefits from it.
10, Baoxin Software (600845):
As a listed software enterprise controlled by baoshan iron & steel (6000 19), the company mainly provides software, solutions and system integration services for process automation and enterprise informatization in the iron and steel industry, and has network technology to build the best cost performance and software technology to provide decision-making platform system. Its products and services cover metallurgy, petrochemical, electric power, transportation and other industries. Baoxin software has obvious competitive advantages in the field of steel automation and strong potential in the field of information technology. The company's ERP, BI products and IT service level are highly recognized by Baosteel Group. In the next few years, the country will accelerate the construction of energy management center, which will bring new market space for the company's EMS business.
1 1, Hypergraph Software (300036):
The company's main business is mainly the research and development and sales of basic platform software and application platform software of geographic information system (GIS), as well as customized development services of various application software based on GIS basic platform software. Accordingly, the company's main business income includes GIS software sales income and GIS software accessories sales income. The company has carried out the pre-research work of the project in depth, and carried out some joint research with large international IT operators based on the framework of cloud technology to explore the geographic information data sharing and service model that can solve the cloud computing model. At present, the project is still in the pre-research stage.
12, Donghua Software (002065):
Shenzhou Xinqiao and YinUnicom, which were acquired by the company last year, are affiliated companies of the financial system. At present, Shenzhou Xinqiao is doing network integration between ICBC and Bank of Communications, with ICBC accounting for 50% and Bank of Communications accounting for a higher proportion, possibly reaching 60%-70%. If the income of Xinqiao in China is not considered, the income of the company's financial industry will reach about 700 million in 20 10, and its proportion in the total income will continue to increase. The company's main advantage lies in the HIS system of a single hospital, which can account for 50% of the top three hospitals at present, and has a great demonstration effect on the company's continuous promotion of medical informatization in the future. The company also participated in the medical reform "352 1" project. The company holds 0/3% equity of Dongfang Tong/KLOC. Dongfang Tong belongs to the leading middleware developer in China, and it is also the only basic software enterprise that won the bid in the nuclear high-base project.
13, high beam software (002063):
As the only professional software listed company in the power industry, the five major domestic power generation groups have become customers of Far Light Software. At present, the overall profitability of the power industry, especially the power grid operation, is still strong, and there is a lot of room for informatization development of the power industry in the future. The company continues to focus on the information construction of the power industry, closely surrounding the power industry, and products such as basic software, power professional software and group financial management and control system have been further applied in the power industry. The company closely follows the information demand of the power industry market for cross-industry management and control of super-large groups, and provides mature resource management and control solutions and related supporting products for users of power central enterprises, including two major power grids and five major power generation groups, and makes further breakthroughs in all aspects.
14, China Software (600536):
The company continues to actively carry out work around the three main businesses of independent software products, industry solutions and services, and software outsourcing services, and strives to improve the planning level of company-level core independent products and continuously consolidate and strengthen the industrialization and marketization capabilities of independent products; Continue to increase market and industry development and improve core competitiveness; Actively formulate effective strategies to deal with changes in the external environment, and achieve large-scale growth of software outsourcing services by improving business types and strengthening resource integration. The company mainly conducts in-depth analysis and planning on the research and development of core basic software products. In the first half of the year, the company took the research and development and marketing of operating systems, middleware products, general database products and other products as one of the cores of independent product development, built an integrated basic software industry chain, formulated incentive measures suitable for marketing, and strengthened the interactive promotion of products and application services.
15, Join-Cheer Software (002279):
Join-Cheer Software is a leading supplier of report management software in China, mainly engaged in the research and development of report management software, e-government software, ERP software and business intelligence software. The company integrates scientific research, development, consultation, training and service, and is one of the most powerful professional providers of enterprise management information services in China. The main products involve report management software, e-government software, ERP software, business intelligence software and other management software subdivisions, which can be divided into four series: CI comprehensive information management platform, Join-Cheer VA management platform, stand-alone statistical report products and annual final accounts software.
16, inspur software (600756):
The company has always been in a leading position in the field of e-government, and currently ranks first in the ERP market share of medicine, petroleum, chemical industry, military industry and other industries. Because the company's good performance in the software field has attracted the international giant Microsoft to form a global strategic partnership with it, the company's future development space will be further expanded. Inspur software evaluation laboratory passed the on-site audit of the expert group of the National Laboratory Accreditation Committee and was upgraded to the national software evaluation laboratory. It indicates that Inspur Software Evaluation Laboratory has become one of the key laboratories in China software testing industry, and its evaluation certificate will be recognized in more than 40 countries around the world.
Second, the semiconductor chip listed company-chip design
1, National Technology (300077):
It is one of the few integrated circuit design enterprises with independent innovation ability in China, and the company has obvious advantages in the market share of security chips. At present, the domestic market share of the company's security chip USBKEY has reached 72.9%. However, judging from the current 200 million online banking users in China, only half of them use USBKEY to measure, and the market still has room to double. In addition, besides banks, the wide application of USBKEY in other industries (such as securities trading system) has also opened up space for the growth of the company's existing business.
2. Variety Shares (600770):
In August, 2002, the company invested 49 million yuan to establish Beijing Shenzhou Loongson Integrated Circuit Design Co., Ltd. with the computer research institute of China Academy of Sciences and other scientific research and development institutions, holding 49% of the shares and becoming the largest shareholder. In September 2002, Beijing Shenzhou Loongson Integrated Circuit Design Co., Ltd. successfully developed the first high-performance general CPU chip "Loongson No.1" with independent intellectual property rights in China. From June 5438 to February 2002, Loongson Alliance was formally established, which was jointly sponsored by seven domestic giants, including Institute of Computing Technology of Chinese Academy of Sciences, Haier Group, Changruan Company of Great Wall Group, ChinaSoft, Zhongke Hongqi, Shuguang Group and China Loongson. On February 20th, 2003, at 65438, Chinese Academy of Sciences announced that it would develop "Godson 2" with actual performance equivalent to Intel Pentium 4CPU in June 2004.
3. Datang Telecom (600 198):
TD-SCDMA standard developed by Datang Group, a major shareholder, has become one of the three international standards for the third generation mobile communication. At present, Datang Telecom is facing a new round of development opportunities under the prospect of restructuring and breakthrough of the entire telecommunications industry. Datang Microelectronics, which holds 85% of the company's shares, is also becoming the company's main profit source, accounting for 52% of its main profit. In 2002, the company realized a net profit of 38 million yuan, and the developed SIM card and UIM card became the designated cards of China Mobile and China Unicom. The mobile phone core chip platform jointly developed by the company, Synsys Technology of the United States and SMIC of Shanghai will be put into trial commercial use in the first half of 2004.
4. Tongfang shares (600 100):
Tsinghua Tongfang Microelectronics, which holds 565,438+0% of the company's shares, is committed to the design, research and development and industrialization of IC card integrated circuit chips with independent intellectual property rights, and has obvious technical advantages in digital chips. Together with Datang microelectronics, it was selected as the design manufacturer of the second generation resident ID card chip.