Comprehensive list of leading new infrastructure stocks (ranking list)
New infrastructure, fully known as new infrastructure construction, includes the following seven major areas: 5G base station construction, UHV, and intercity High-speed railways and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet. The editor below brings you a complete list of leading new infrastructure stocks, which is of great benefit to you. Let’s take a look.
Ranking of New Infrastructure Leading Stocks
Taiyuan Heavy Industry
The main business of Taiyuan Heavy Industry Co., Ltd. is rail transit equipment, hoisting equipment, and wind power generation equipment , excavation equipment, marine engineering equipment, coke oven equipment, gear transmission, steel rolling equipment, forging equipment, coal chemical equipment, engineering machinery, port machinery, oil film bearings, castings and forgings and other products and general contracting of engineering projects, the products are widely used in metallurgy , mining, energy, transportation, offshore engineering, aerospace, chemical industry, railway, shipbuilding, environmental protection and other industries. The main products are rolling and forging equipment, crane equipment, excavation and coking equipment, train axles and wheelsets, oil film bearings, castings and forgings, gear transmission machinery, coal chemical equipment, wind power equipment, and complete projects.
China Communications Construction
The main business of China Communications Construction Co., Ltd. is infrastructure design, infrastructure construction, dredging and equipment manufacturing. In 2020, the company won 2 second-class National Science and Technology Progress Awards, 1 second-class National Technological Invention Award, and 34 National Quality Engineering Awards.
China Railway Industry
The main businesses of China Railway High-tech Industrial Co., Ltd. are turnout business, steel structure manufacturing and installation business, tunnel construction equipment and related service business, and engineering construction machinery business; The company's main products are tunnel construction equipment and related services, engineering construction machinery business, turnout business, and steel structure manufacturing and installation business. The company is the equipment manufacturer that understands construction best and the comprehensive service provider that knows best in manufacturing. The market share of tunnel construction equipment and related services has remained first in the country for many consecutive years, and it has ranked first in the world in terms of production and sales for three consecutive years from 2017 to 2019.
China Nuclear Engineering & Construction Co., Ltd.
China National Nuclear Engineering & Construction Co., Ltd. is one of the important contractors of my country's national defense and military engineering projects. It is the enterprise with the highest degree of globalization and is the only enterprise in China that has been continuously engaged in nuclear power project construction for more than 30 years. It has always been a leading enterprise in nuclear power project construction and represents the highest level of nuclear power project construction in my country. Since the 1980s, the company has undertaken the construction of nuclear island projects for all nuclear power units in operation in my country, and has long occupied an absolute dominant position in the industry. As my country's nuclear power installed capacity and the scale of nuclear power under construction have leapt to the forefront of the world, the company has grown into an internationally renowned nuclear power engineering construction enterprise and is my country's industry representative enterprise with competitive advantages in the global nuclear power industry. At the same time, the company is committed to extending the strong engineering construction capabilities and construction experience formed in the construction of nuclear power projects, actively exploring the industrial and civil engineering construction markets, and has successively undertaken the construction of a large number of petrochemical, energy, metallurgy, building materials, housing construction, municipal and It has become a brand enterprise with strong influence in the field of industrial and civil engineering. The company's engineering quality level is in a leading position in the industry, and it has won a series of honors in the fields of nuclear power engineering and industrial and civil engineering construction. As of the signing date of this prospectus, the company has won 10 Luban Awards, the highest honor award in China's construction industry, 69 national quality engineering awards, 64 provincial and ministerial quality engineering awards, 306 national patent authorizations, and scientific and technological achievements at provincial and ministerial levels or above. 28 projects. The company and its secondary subsidiaries have undertaken 24 national scientific research projects since 2011 and have been approved to compile 40 nuclear power industry standards.
Zhonggong Hi-Tech
The main businesses of Zhonggong Hi-Tech Maintenance Technology Co., Ltd. are highway maintenance decision-making consulting services, production and sales of road condition rapid detection equipment, and development and sales of highway maintenance information systems.
The company's main products or services are multi-functional road condition rapid detection system (CiCSI), full-section road condition rapid detection system (CiCSIII), rural highway intelligent inspection system integrated equipment (CiCSIV), multi-functional road condition inspection system (CRiS), highway comprehensive Asset management system (CRMS series), regional highway network intelligent maintenance system (iRMS series), highway maintenance analysis platform (CMAP series), general highway data collection software (RDR), network-level maintenance decision-making consulting services, project-level maintenance decision-making consulting services .
Power Construction Corporation of China
The main business of Power Construction Corporation of China is engineering contracting and survey and design, power investment and operation, real estate development, equipment manufacturing and leasing, etc. The main products are engineering contracting and surveying and design, power investment and operation, real estate development, equipment manufacturing and leasing.
China Railway Group Co., Ltd.
China Railway Group Co., Ltd. is a Chinese company mainly engaged in infrastructure construction. The company is also engaged in survey, design and consulting services, engineering equipment and parts manufacturing, and real estate development. Its infrastructure construction business includes railway, highway and municipal engineering construction business. Its survey, design and consulting services business includes survey, design and consulting services for railway, bridge, highway and tunnel projects. The company operates in China and overseas markets.
China Chemical
China National Chemical Engineering Co., Ltd. is a knowledge-intensive engineering construction enterprise integrating R&D, investment, survey, design, procurement, construction and operation. It is currently It is an engineering company with the most complete qualifications, the most complete functions, the most complete business chain, and relatively intensive knowledge and technology in the industry. Its business fields mainly include construction engineering (chemical engineering, infrastructure, environmental governance), industrial and modern service industry businesses, and its engineering achievements are all over the world. All provinces in the country and more than 50 countries and regions around the world. We use the world's most advanced delivery technologies and tools to provide owners with safe, professional, intelligent, and advanced engineering services and build world-class modern production devices and facilities.
China Metallurgical Corporation
China Metallurgical Corporation is a Chinese company mainly engaged in engineering construction-related businesses. The company's main businesses include engineering contracting, real estate development, resource development and equipment manufacturing. The company's engineering contracting business mainly includes metallurgical engineering, municipal engineering, transportation facilities and urban infrastructure construction. Its real estate development business mainly includes the development and construction of commercial and residential real estate. Its resource development business mainly includes the mining and processing of minerals such as iron, copper, nickel, lead and zinc. Its equipment manufacturing business mainly includes the manufacturing of metallurgical equipment and steel structures.
Yinlong Co., Ltd.
Tianjin Yinlong Prestressed Materials Co., Ltd.’s main business is the research and development, production and sales of steel materials for prestressed concrete, track slabs and equipment. Its main products include : Steel wire, steel rods, steel strands, track plates, information management systems and intelligent production and manufacturing equipment, mainly serving domestic and foreign railways, water transmission and distribution projects, bridges and other infrastructure construction. The company and its products have successively won the honorary titles of Tianjin Famous Brand Products, Tianjin Famous Trademark, China Famous Trademark, and Excellent Material Supplier, and have a high reputation among domestic and foreign customers. The company has a national enterprise technology center, a national laboratory, a national physical and chemical testing center and two well-known trademarks, Yinlong and Yuqiao, and has been rated as a national technological innovation demonstration enterprise.
Comprehensive list of leading new infrastructure stocks
1. 5G base station construction
5G refers to the fifth generation of mobile communication technology, which has high speed, low latency, large connection features.
Equipment leader: ZTE
High-speed optical module leader: Zhongji InnoLight
RF material leader: Shengyi Technology
Antenna Leader: Feirongda
Optical communication leader: FiberHome Communications
Wireless RF leader: Shennan Circuit (PCB), Shanghai Electric Co., Ltd. (PCB), Dongshan Precision (filter)< /p>
Core network leader: Ziguang Group
2. Ultra-high voltage
Ultra-high voltage refers to DC power of ±800 kV and above and AC power of 1,000 kV and above. voltage level.
Power equipment leaders: Guodian Nari, Siyuan Electric, Xuji Electric
Transformer leaders: TBEA, China Xidian, Baobian Electric
High voltage Switchgear: Pinggao Electric
Energy construction: China Energy Construction
Power automation: Sifang Electric Co., Ltd.
3. High-speed railway and urban rail transit
High-speed rail: Beijing-Shanghai High-speed Railway, CRRC, China National Communications Security Corporation, China Railway Industry
4. New energy vehicle charging piles
Charging piles are similar to gas pumps and can charge electric vehicles Charge. With the continuous promotion of electric vehicles, charging piles still have broad prospects.
Charging piles: Zhongding Co., Ltd., Zhongheng Electric, GoodWe, Sungrow, TBEA, Shanshan Co., Ltd.
5. Big data center
Internet Data Center, known as Internet Data Center in English, or IDC for short, has a huge industry chain.
Data center: Sugon, Mass Data, Data Port, Radio and Television Network, Kehua Data, Sinnet
Cloud computing: Glodon, UFIDA, Kingsoft Office, Hundsun Electronics, Baoxin Software, Unisoc Group
6. Artificial Intelligence (AI)
Speech recognition leader: iFlytek
Security leader: Hikvision TV, Dahua Technology
Network security leader: 360
Chip leader: Montage Technology, Beijing Ingenic
Map navigation leader: NavInfo
Server leader: Inspur Information
Medical informatization leader: Donghua Software
Intelligent robot leader: Tsinghua Unigroup
7. Industry Internet
The Industrial Internet is the information infrastructure for the development of industrial intelligence.
Industrial Internet: Industrial Fii, Baoxin Software, UFIDA, Oriental Guosen
What are infrastructure stocks?
Infrastructure stocks refer to listed companies in infrastructure construction of stocks.
Capital construction refers to the expanded reproduction of fixed assets carried out by various departments of the national economy to develop production, that is, the general term for the construction, purchase and installation work carried out by various departments of the national economy to increase the fixed assets.
For example, the new construction, reconstruction, expansion, and restoration projects of roads, railways, bridges, and various industrial and civil buildings, as well as the purchase and installation of machinery and equipment, vehicles, and ships, and related work, are all Call it capital construction.
There are many infrastructure stocks in A-shares, such as Chengdu Road and Bridge (002628), Chongqing Construction (600939), Shandong Road and Bridge (000498), Sany Heavy Industry (600031), Changlin Holdings (600710), Northwest Bearings (000595), Panzhihua Iron and Steel Vanadium (000629) and so on.
Extended information:
More than 300 million yuan was raised to raise 10 infrastructure stocks in nine key areas:
A few days ago, the General Office of the State Council issued the " The Guiding Opinions on Maintaining Efforts to Complement Weak Links in the Infrastructure Sector" stipulates that we must focus on the shortcomings in nine key areas including poverty alleviation, railways, highways and water transportation, airports, water conservancy, energy, agriculture and rural areas, ecological environmental protection, and social and people's livelihood, and accelerate the progress of existing major projects included in the plan.
Analysts believe that the impact of infrastructure shortcomings is all-round. It will not only affect the adjustment of relevant national and local government policies, but also have a profound impact on the investment, financing, production and operation behavior of enterprises. The A-share market, which includes many outstanding companies in various industries, will also be the beneficiary of this policy.
Driven by this favorable policy, according to statistical data, in the secondary market, the overall increase in the infrastructure sector reached 0.73% yesterday. Among the 67 infrastructure stocks in the sector, 36 stocks achieved the rise. Among them, two stocks, Zhongdi Investment and Jiaxun Feihong, rose by the daily limit, and three stocks, Xinbeiyang (4.65%), Yuanwanggu (4.57%), and Inner Mongolia First Machinery (3.41%), rose by more than 3%.
In addition, stocks such as Xinzhu Co., Ltd., East China CNC, Guangha Communications, Radio and Television Express, Gaozheng Minbo, CRRC, Southern Huitong and other stocks also performed well in the market, with increases of more than 1%. The good market performance of the sector is inseparable from the pursuit of large-scale funds on the market. According to statistical data, 37 infrastructure stocks in the sector achieved net inflows of large orders yesterday.
Among them, CRRC (63.8825 million yuan), Inner Mongolia First Machinery (55.4793 million yuan), China Communications Construction (47.7639 million yuan), China Railway (30.3248 million yuan), Oriental Yuhong (29.5566 million yuan) Yuan), Jiaxun Feihong (Yuan 22.371 million), Yuanwanggu (Yuan 20.1815 million).
The 10 infrastructure stocks of China Railway Construction (19.0429 million yuan), Fuan Group (18.3072 million yuan), and Daqin Railway (12.8075 million yuan) were sought after by large orders of more than 10 million yuan, attracting a total of 320 million yuan. Yuan. In addition, Maanshan Iron and Steel Co., Ltd. (9.8968 million yuan), Guangzhou-Shenzhen Railway (9.1616 million yuan), and Yinjiang Co., Ltd. (8.9912 million yuan).
Six major infrastructure stocks, Zhongdi Investment (8.8395 million yuan), Liyuan Precision (7.9059 million yuan), and Tongding Internet (7.2058 million yuan), saw a net inflow of more than 7 million yuan. In terms of performance, among the above-mentioned 67 listed companies, 43 companies achieved year-on-year growth in net profit in their third quarter reports of 2018, accounting for 64.18%.
It is worth noting that the three quarterly results of the four companies Century Ruier (534.33%), Tianye Tonglian (151.74%), Xinzhu Co., Ltd. (116.29%), and Maanshan Iron and Steel Co., Ltd. (103.79%) all Achieved year-on-year doubling. Further analysis revealed that 20 listed companies have disclosed performance forecasts for their 2018 annual reports, and 11 companies have positive performance forecasts.
Among them, the annual net profits of three companies, Boshen Tools (140.00%), Gaomeng New Materials (123.90%) and Huihuang Technology (119.77%), are expected to double year-on-year. In addition, five companies, New Beiyang, Tielong Logistics, Axis Technology, Xinzhu Holdings, and Oriental Yuhong, are expected to achieve a year-on-year growth of 50% or more in net profit during the reporting period.
For Boshen Tools, the company estimates that the net profit attributable to shareholders of listed companies from January to December 2018 will be: 97.0508 million yuan to 122.5904 million yuan, and the change compared with the same period last year is: 90 % to 140%. Explanation of reasons for performance changes: Last year, the company only consolidated the net profit of Jinniu Grinding from November to December 2017.
This year Jinniu Grinding has been fully included in the company's consolidation scope, and the company's operating income and net profit have increased significantly compared with the previous year. In terms of institutional ratings, 21 infrastructure stocks have recently been given favorable ratings of "buy" or "overweight" by institutions. Among them, six infrastructure stocks, Oriental Yuhong, Tielong Logistics, Maanshan Iron and Steel Co., Ltd., Guangzhou-Shenzhen Railway, Daqin Railway, and New Beiyang, were jointly favored by institutions during the period.
The number of companies that institutions are optimistic about is 5 or more. Regarding Oriental Yuhong, which has the most favorable ratings among institutions, Ping An Securities said that as a leading company in the construction waterproofing industry, its performance will maintain steady growth thanks to the management's strong execution and efficient management. In addition, against the background of accelerated integration in the waterproof industry, the company's market share is expected to continue to increase in the future.