223 digital economy concept stocks leader
digital economy concept stocks leader, definition of digital economy concept stocks: With the top-level planning in the digital economy field, China's digitalization process has accelerated again. Under the repeated overweight of policies, many segments of the digital economy in the A-share market performed strongly. Let's take a look at the digital economy concept stock leader! I hope it will help everyone!
digital economy concept stock leader
AI has rich application scenarios and data accumulation in China, and the policy environment is continuously optimized. With the investment of giants, it is expected to accelerate the development of AIGC-related industrial chains.
1. Manufacturers with commercial landing of AI algorithm: Iflytek and Tulsi.
among them, Iflytek, the leading AI company, as a leading A-share artificial intelligence company, has realized the realization of artificial intelligence technology in many fields such as education, smart cities, medical care and C-end hardware products, and its revenue and profits have continued to grow. In this round of computer uplink market, industry leaders are expected to continue to benefit.
2. Application manufacturers of AIGC related technical reserves: Straight Flush, 36, Jinshan Office.
among them, data, algorithm and computing power are the three cornerstones of AI. If you want to launch Chatgpt-like products, massive training data, a large model with hundreds of billions of parameters and huge computing power expenditure are essential. There are only a handful of companies in China that can meet the above conditions except Internet giants, and 36 companies have corresponding advantages.
3. Beneficial target in the field of AI data: Haitian AAC.
the training data developed and produced by Haitian AAC covers three core areas of AI: intelligent voice, computer vision and natural language processing.
4. AI human-computer interaction: Hanwang Technology and Yuncong Technology.
Hanwang Technology is a pioneer in the field of artificial intelligence. It has continuously invested in visual image recognition and human-computer intelligent interaction, and has leading key technologies in the artificial intelligence industry chain such as text image recognition, natural language processing, biometric identification, intelligent video analysis and intelligent human-computer interaction.
5. Potential beneficiaries of AI synthetic data: Baidu, Ali, Tencent, Jinshan Office and China Telecom.
6. Manufacturers with AI foundation: Cambrian, Shang Tang, Haiguang Information, Inspur Information, Zhongke Shuguang, Jingjiawei, Lenovo Group, Ziguang Co., Ltd. and Loongson Zhongke.
inspur information has laid out and continuously invested in research and development in the 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 the supporting products of AIGC in the future. The market share of the company in the field of artificial intelligence servers ranks first in the global AI server market, and its market share in China has remained above 5% for five consecutive years. Baidu is an important customer of the company.
digital economy concept stock leader
1. Guomai Technology: Guomai Technology was established in 1996 and listed on Shenzhen Stock Exchange in 26. It is a leading information and communication technology outsourcing service provider in China.
2. Xiongdi Technology: Xiongdi Technology is a high-tech enterprise specializing in the R&D, production and system services of smart card and radio frequency identification (RFID) technology applications, and also a major supplier of ACC sorting and settlement, coding and building equipment and system services for rail transit in China; It is the main manufacturer of personalized production line system for intelligent certificates, photos, tickets and cards.
3. Nanwei Software: The company is a comprehensive science and technology group with digital economy, smart city and sharing economic platform construction and operation, and its comprehensive competitiveness is currently at the forefront of the country.
4. Xinzhi Cognition: Xinzhi Cognition Digital Technology Co., Ltd. is the core enterprise of digital industry under Xinao Group.
5. Hangdian Co., Ltd.: Hangdian Co., Ltd. is the core enterprise of Zhejiang Fuchunjiang Group and the re-elected chairman unit of Zhejiang Wire and Cable Association. Since 28, it has been rated as a national high-tech enterprise. The trademark of enterprise products is "Yongtong" brand, which has been rated as famous brand products in Zhejiang Province since 1998.
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 deeper knowledge from data, tap the value behind data, and give birth to new formats and new models.
1. AI+ data elements: China Telecom, China Unicom and China Mobile.
As "water sellers" of computing power and data transmission capacity in China, the three major operators are expected to deeply participate in AI, which is an important infrastructure for running, storing and interacting AI data in the AIGC era. Among them, China Telecom has built a core and large-scale computing power cluster in six regions of China, which carries the national large-scale AI training and large-scale cloud data reasoning scenarios.
2. Operator network and computing hardware: ZTE, Ziguang, Ruijie Network.
in the past p>22 years, 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, Dongfang Guoxin and Tianyuan Dike.
In the field of network content security, Sino-Singapore Seck upgraded its network situation analysis system, developed an epidemic situation big data analysis system and an operator's network traffic quality monitoring system, which were deployed on a large scale.
4. Optical modules: Tianfu Communication, Zhongji Xuchuang, South China University of Technology, Guangxun Technology, Dekeli, Xinyisheng and Yuanjie Technology.
Tianfu Communication has increased its investment in R&D projects such as high-speed optical engines before, and it has achieved obvious income in 22 years, and it is still expected to be greatly improved in 23 years. Supply for the global leading manufacturer system of AI computing core chips. The advantage of card position is obvious!
5. Optical fiber and cable: Changfei Optical Fiber, Hengtong Optoelectronics, Zhongtian Technology, etc.
Zhongtian Technology's 3-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 chips: optical library technology, acousto-optic electronics, microelectronics;
with semiconductor business as its core and facing the era of internet of things and artificial intelligence, Semitronics focuses on developing MEMS process development and wafer manufacturing business, while actively deploying GaN materials and devices business, and is committed to becoming an internationally renowned semiconductor technology enterprise group.
7. IDC of data center: Data Port (leading), Halo New Network (leading), Inspur Information (leading), Aofei Data (leading), Dr. Peng, Baoxin Software, Shagang, Hangzhou Iron and Steel Co., Ltd., and Jiatu Li
8. Temperature control of data center: Invik, Jiatu Li, Runjian, Halo New Network, Aofei.
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 built 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.
1. Display control: Hikvision and Dahua.
Hikvision focuses on technological innovation in the fields of IOT perception, artificial intelligence and big data, and strengthens the whole 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 machine vision and mobile robot business under the company.
List of digital economy concept stocks:
1. Ziguang shares 938: main business: IT services, value-added distribution of information and electronic products; Research, development, production, sales and service of IT infrastructure products and solutions. Highlights of the company: China's cloud management platform market maintains the first market share, and China's SDN (software) market share ranks first. Performance forecast: It is estimated that the net profit attributable to shareholders of listed companies from January to June in 2 will be 845.6 million yuan to 915 million yuan, with a change range of % to 8% compared with the same period of last year. Agency rating: target price: 26., latest rating: buy, rating date: 22-6-2. Report for the first quarter of 22: Earnings per share: .13 yuan, operating income: 15,341,646,4 yuan, operating income: 13.58%, net profit: 372,239,5 yuan, net profit: 35.26%, net assets per share: . yuan, return on net assets: 1.23%, and cash flow per share:.
2. Digital Zhengtong 375: Main business: development and sales of professional smart city application software, and provision of technical support and follow-up services. Highlights of the company: e-government solution provider focusing on digital city management and land and resources management. Performance forecast: It is estimated that the net profit attributable to shareholders of listed companies from January to March of 212 will be 35 million yuan to 4 million yuan, with a change range of 31.64% to 5.44% compared with the same period of last year. Agency rating: target price:, latest rating: buy, rating date: 22-6-17. Report for the first quarter of 22: Earnings per share: .8 yuan, operating income: 25.4972 million yuan, operating income: 12.1%, net profit: 37.9951 million yuan, net profit: 42.9%, net assets per share: . yuan, return on net assets: 1.3%, and cash flow per share: .3.
3. digital authentication 3579: main business: electronic authentication service, security integration, security consultation and operation and maintenance service. Highlights of the company: leading enterprises in the domestic electronic certification industry. Performance forecast: It is estimated that the net profit attributable to shareholders of listed companies from January to December of 211 is 116.386 million yuan, with a change range of 13.2% compared with the same period of last year. Institutional rating: target price:, latest rating: overweight, rating date: 22-2-11. Report of the first quarter of 22: earnings per share: .1 yuan, operating income: 141.7529 million yuan, operating income: 29.77%, net profit: 2,91,3 yuan, net profit: 148.72%, net assets per share: . yuan, return on net assets: .24%, and cash flow per share: .24%.
4. zhongke Shuguang 6319: main business: research, development, manufacturing of high-performance computers, general-purpose servers and storage products, and providing software development, system integration and technical services around high-end computers. Highlights of the company: China's leading high-performance computer enterprises. Performance forecast: It is estimated that the net profit attributable to shareholders of listed companies from January to December in 211 is 113478423.46 yuan, with a change range of 37.98% compared with the same period of last year. Agency rating: target price:, latest rating: buy, rating date: 22-6-17. Report of the first quarter of 22: earnings per share: .8 yuan, operating income: 2,175,816,3 yuan, operating income: 9.75%, net profit: 113,69,4 yuan, net profit: 39.61%, net assets per share: . yuan, return on net assets: .89%, and cash flow per share: .