Digital economy concept stock leader, digital economy concept stock definition: With the top-level planning in the digital economy field, the digitalization process in China has been 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 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.

Digital economy concept stock leader

1. Guomai Technology: Guomai Technology was established on 1996 and listed on Shenzhen Stock Exchange in 2006. Is a leading information and communication technology outsourcing service provider in China.

2. Xiongdi Technology: Xiongdi Technology is a high-tech enterprise specializing in R&D, production and system services for smart cards and radio frequency identification (RFID) technology applications, and is also the main supplier of ACC sorting and settlement equipment and system services for China rail transit; 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 shared economic platform construction and operation, and its comprehensive competitiveness is currently in 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 2008, it has been rated as a national high-tech enterprise. The trademark of the enterprise product is "Yongtong" brand, which has been rated as a famous brand product 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 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.

In the past 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, 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 become an independent listing platform for the company's machine vision and mobile robot business.

List of leading digital economy concept stocks:

1, Ziguang shares 000938: 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 market share of cloud management platform remains the first, and China's SDN (software) market share is the first. Performance forecast: It is estimated that the net profit attributable to shareholders of listed companies from June to June in 2000 will be 845.6 million yuan to 965.4385 million yuan, with a change range of 0% to 8% compared with the same period of last year. Agency rating: target price: 26.00, latest rating: buy, rating date: 22-06-20. Report for the first quarter of 2002: earnings per share: 0. 13 yuan, operating income:15341646,400 yuan, operating income: 13.58%, net profit: 372,239,500 yuan, net profit: 35 year-on-year.

2. Digital Zheng Tong 300075: 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 June 5438 to March 2012 will be 35 million to 40 million yuan, with a change range of 3 1.64%-50.44% compared with the same period of last year. Agency rating: target price:, latest rating: buy, rating date: 22-06- 17. Report for the first quarter of 2002: earnings per share: 0.08 yuan, operating income: 250.4972 million yuan, operating income: 65.438+02.0 1%, net profit: 37.995 1 10,000 yuan, net profit: 42.90%, net assets per share: 0.

3. Digital Authentication 300579: 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 February 1 to February1kloc-0/6,380,600 yuan, with a change range of 13.02% compared with the same period of last year. Institutional rating: target price:, latest rating: overweight, rating date: 22-02- 1 1. Report for the first quarter of 2002: earnings per share: 0.0 1 yuan, operating income:1752900 yuan, operating income: 29.77%, net profit: 209 1300 yuan, net profit:/kloc-0.

4. Zhongke Shuguang 6030 19: Main business: R&D and manufacturing of high-performance computers, general-purpose servers and storage products, providing software development, system integration and technical services around high-end computers. Highlights of the company: China's leading high-performance computer enterprise. Performance forecast: The estimated net profit attributable to shareholders of listed companies is 21+0-1134,708,423.46 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: 22-06- 17. Report for the first quarter of 2002: earnings per share: 0.08 yuan, operating income: 2 1758 16300 yuan, operating income: 9.75%, net profit: 1 13690400 yuan, net profit: 3966400 yuan.