New infrastructure, called new infrastructure construction, includes the following seven areas: 5G base station construction, UHV, intercity high-speed rail and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence and industrial Internet. What is the general infrastructure stock brought by the following small series is of great benefit to you. Let's have a look.
New infrastructure leading stocks ranking
Taiyuan heavy industry
The main business of Taiyuan Heavy Industry is the general contracting of rail transit equipment, lifting equipment, wind power generation equipment, excavation equipment, marine engineering equipment, coke oven equipment, gear transmission, steel rolling equipment, forging equipment, coal chemical equipment, construction machinery, port machinery, oil film bearings, castings and forgings. Products are widely used in metallurgy, mining, energy, transportation, marine engineering, aerospace, chemical industry, railway and other fields. The main products are roll forging equipment, lifting equipment, mine coking equipment, train axle wheelsets, oil film bearings, castings and forgings, gear transmission machinery, coal chemical equipment, wind power equipment and complete sets of projects.
Jiao Jian, China
The main business of China Communications Construction Corporation is infrastructure design, infrastructure construction, dredging and equipment manufacturing. In 2020, the company won 2 second prizes for national scientific and technological progress, 2 second prizes for national technological inventions 1 and 34 national quality engineering prizes.
China railway industry
The main business of China Railway High-tech Industry Co., Ltd. is turnout business, steel structure manufacturing and installation business, tunnel construction equipment and related services business, and engineering construction machinery business; The company's main products are tunnel construction equipment and related services, engineering construction machinery business, turnout business, steel structure manufacturing and installation business. The company is the most knowledgeable equipment manufacturer and comprehensive service provider in the industry. The market share of tunnel construction equipment and related services has remained the first in China for many years, and the production and sales volume has remained the first in the world for three consecutive years at 20 17-20 19.
Nuclear construction in China
China Nuclear Industry Construction Co., Ltd. is one of the important contractors of national defense and military engineering in China. It is the enterprise with the longest history, the largest scale and the highest degree of professional integration in the field of nuclear power engineering construction in China. It is the only enterprise in China that has been engaged in nuclear power engineering construction for more than 30 years, and has always been a leading enterprise in nuclear power engineering construction, representing the highest level of nuclear power engineering construction in China. Since 1980s, the company has undertaken the nuclear island project of all nuclear power units in service in China, occupying an absolute dominant position in the industry for a long time. With the installed capacity of nuclear power and the scale of nuclear power under construction in China jumping to the forefront of the world, the company has grown into an internationally renowned nuclear power engineering construction enterprise, which is a competitive advantage enterprise with industry representation in the global nuclear power industry. At the same time, the company is committed to extending the strong engineering construction capability and experience formed in nuclear power engineering construction, actively exploring the industrial and civil engineering construction market, and successively undertaking a large number of national key engineering projects in the fields of petrochemical, energy, metallurgy, building materials, housing construction, municipal administration and infrastructure construction, and becoming a brand enterprise with strong influence in the industrial and civil engineering fields. The company's engineering quality level is in the 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 65,438+00 Luban Awards, 69 national quality engineering awards, 64 provincial and ministerial quality engineering awards, 306 national patents and 28 scientific and technological achievements above the provincial and ministerial level. Since 2065, the company and its secondary subsidiaries have undertaken 24 national scientific research projects, 438+065,438+0. Approved the editing of 40 nuclear power industry standards.
Zhonggong high-tech
The main business of Zhonggong Hi-Tech Maintenance Technology Co., Ltd. is highway maintenance decision-making consulting service, production and sales of road condition rapid detection equipment, and development and sales of highway maintenance information system. The company's main products or services include multifunctional road condition rapid detection system (CiCSI), all-terrain road condition rapid detection system (CICSIII), rural road intelligent detection and evaluation system integrated equipment (CiCSIV), multifunctional road condition detection system (CRiS), road total assets management system (CRMS series), regional road network intelligent maintenance system (iRMS series), road maintenance analysis platform (CMAP series) and general road data acquisition software (CMA).
China electric power construction
The main business of China Electric Power Construction Co., Ltd. is project contracting, survey and design, electric power investment and operation, real estate development, equipment manufacturing and leasing. The main products are engineering contracting, survey and design, power investment and operation, real estate development, equipment manufacturing and leasing.
China Railway
China Railway Corporation is a China 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 include railway, bridge, highway and tunnel projects. The company operates in China and overseas markets.
China chemistry
China Chemical Engineering Co., Ltd. is a knowledge-intensive engineering construction enterprise integrating R&D, investment, survey, design, procurement, construction and operation. It is an engineering company with the most complete qualifications, functions, business chain and relatively intensive knowledge and technology in the industry. Its business fields mainly include construction engineering (chemical engineering, infrastructure, environmental management), industry and modern service industry, and its engineering achievements are distributed in China provinces and more than 50 countries and regions around the world. Adopt the most advanced delivery technology and tools in the world, provide safe, professional, intelligent and advanced engineering services for the owners, and build world-class modern production devices and facilities.
China Zhongye
China Metallurgical Science and Technology Co., Ltd. is a China company mainly engaged in engineering construction-related business. The company's main business includes project 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 iron, copper, nickel, lead and zinc. Its equipment manufacturing business mainly includes manufacturing metallurgical equipment and steel structures.
Yinlong stock
Tianjin Yinlong Prestressed Materials Co., Ltd. is mainly engaged in the research, development, production and sales of steel, track slab and equipment for prestressed concrete. Its main products include: steel wire, steel bar, steel strand, track slab, information management system, intelligent manufacturing equipment, etc., which mainly serve the construction of infrastructure such as railways, water transmission and distribution projects and bridges at home and abroad. The company and its products have successively won the honorary titles of Tianjin famous brand product, Tianjin famous trademark, China well-known trademark and excellent material supplier, and enjoy a high reputation among domestic and foreign customers. The company has a national enterprise technology center, a national laboratory, and a national physical and chemical testing center. It has two well-known trademarks, Yinlong and Yuqiao, and has been rated as a national technological innovation demonstration enterprise.
Xinjijian leading stock daquan
Construction of 1 and 5G base stations
5G refers to the fifth generation mobile communication technology, which has the characteristics of high speed, low delay and large connection.
Equipment leader: ZTE
High-speed optical module faucet: Zhongji Xu Chuang
The Leader of RF Materials: Yi Sheng Science and Technology
Antenna faucet: flying to xiangrongda.
Optical Communication Leader: Fiberhome Communication
Wireless RF faucet: Shennan Circuit (PCB), Hudian Company (PCB), Dongshan Precision (filter).
Core network leader: Ziguang shares
2.UHV
UHV refers to DC and 1000 kv and above with voltage level of 800 kv and above.
Power equipment leaders: Guodian Nanrui, siyuan electric and Xuji Electric.
Transformer taps: TBEA, china xd, and Power Protection Transformer.
High voltage switchgear: Gao Ping Electric.
Energy construction: China can build.
Electric power automation: Sifang shares
3. High-speed Railway and Urban Rail Transit
High-speed rail: Beijing-Shanghai high-speed rail, CRRC, China Hao Tong, China Railway.
4. New energy vehicle charging pile
Charging piles are similar to tankers, which can charge electric vehicles. With the continuous promotion of electric vehicles, charging piles still have broad prospects.
Charging piles: Zhong Ding, Zhongheng Electric, Goodyear, Sunshine Power, TBEA and Shanshan.
5. Big data center
InternetDataCenter, English for Internet data center, referred to as IDC, has a huge industrial chain.
Data Center: Zhongke Shuguang, Massive Data, Data Port, Radio and Television Network, Ke Hua Data and Halo New Network.
Cloud computing: Guanglianda, UFIDA, Jinshan Office, Hang Seng Electronics, Baoxin Software and Ziguang.
6. artificial intelligence
Person in charge of speech recognition: Iflytek.
Security bibcock: Hikvision, Dahua.
Network security faucet: 360
Chip Leader: Lan Qi Technology, Zheng Jun, Beijing.
Map navigation leader: four-dimensional map new
Server Leader: Inspur Information
Donghua Software: the Leader of Medical Informatization
Intelligent robot leader: Ziguang shares
7. Industrial Internet
Industrial Internet is the information infrastructure for the intelligent development of industry.
Industrial Internet: Industrial Fulian, Baoxin Software, UFIDA and Oriental Guo Xin.
What is the Infrastructure Unit?
Capital construction stocks refer to the stocks of capital construction listed companies.
Capital construction refers to the expansion and reproduction of fixed assets carried out by various departments of the national economy to develop production areas, that is, the floorboard of construction, purchase and installation carried out by various departments of the national economy to increase production areas.
For example, the new construction, reconstruction, expansion and repair 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 called capital construction.
There are many infrastructure stocks in A shares, such as Chengdu Luqiao (002628), Chongqing Construction Engineering (600939), Shandong Luqiao (000498), Sany Heavy Industry (60003 1), Changlin (6007 10), Northwest Bearing (000595).
Extended data:
More than RMB 300 million has been invested in nine key areas to raise 65,438+00 infrastructure stocks:
A few days ago, the General Office of the State Council issued the Guiding Opinions on Filling Shortcomings in Infrastructure, which clearly stated that we should focus on the shortcomings in nine key areas, such as poverty alleviation, railways, highways and waterways, airports, water conservancy, energy, agriculture and rural areas, ecological environmental protection and people's livelihood, and accelerate the major projects that have been included in the plan.
Analysts believe that the impact of infrastructure shortcomings is all-round, which will not only affect the adjustment of relevant policies of the state and local governments, but also have a far-reaching impact on the investment and financing, production and operation behavior of enterprises, including many outstanding enterprises in various industries. The A-share market will also be the beneficiary of this policy.
Driven by this favorable policy, according to statistics, in the secondary market, the overall increase of the infrastructure sector reached 0.73% yesterday, and 36 of the 67 infrastructure stocks in the sector rose. Among them, China Land Investment and Jiaxun Hong Fei have daily limit, while New Beiyang (4.65%), Wangyuangu (4.57%) and Inner Mongolia Yiji (3.41%) have gained more than 3%.
In addition, Xinzhu, east china numerical control, Guangha Communication, Guangdian Express, Gaozheng Minbao, CRRC, Southern Huitong and other stocks also performed well in the broader market, with the increase exceeding 1%. The good market performance of the plate is inseparable from the pursuit of large opening funds. According to statistics, there were 37 infrastructure stocks in the plate yesterday to realize the net inflow of large single funds.
Among them, CRRC (63,882,500 yuan), Inner Mongolia Yiji (55,479,300 yuan), China Jiao Jian (47,763,900 yuan), China Railway (30,324,800 yuan), Oriental Yuhong (29,556,600 yuan) and Jiaxun Hong Fei (22,375,438 yuan+).
China Railway Construction (19042900 yuan), Fuan shares (18307200 yuan) and Daqin Railway (12807500 yuan) 10 infrastructure shares are sought after by large single funds of more than10 million yuan. In addition, there are Masteel (9,896,800 yuan), guangzhou-shenzhen railway (9 16 1600 yuan) and Yinjiang (8,996,438 yuan+0,200 yuan).
The net inflows of six capital construction stocks, including China Land Investment (8.8395 million yuan), Liyuan Refining and Chemical (7.9059 million yuan) and Ding Tong Internet (7.2058 million yuan), all exceeded 7 million yuan. In terms of performance, among the above 67 listed companies, * * * 43 companies achieved a year-on-year increase in net profit in the third quarter of 20 18, accounting for 64. 18%.
It is worth noting that Century Riel (534.33%), Tianye Tonglian (15 1.74%), Hsinchu (1 16.29%) and Maanshan Iron and Steel Co., Ltd. (103. Further combing, it is found that at present, 20 listed companies have disclosed the performance forecast of 20 18 annual report, and the number of companies with good performance has reached 1 1.
Among them, the annual net profit of Boshen Tools (140.00%), Gaomeng New Materials (123.90%) and Brilliant Technology (1 19.77%) is expected to double year-on-year. In addition, five companies, including New Beiyang, Tielong Logistics, Axis Research Technology, Hsinchu and Oriental Yuhong, expect net profit to increase by 50% or more in the reporting period.
For Boshen Tools, the company expects the net profit attributable to shareholders of listed companies from 20 18 to 20 18 in February to be 97,050,800 yuan to1225,904 yuan, which is 90% to140 compared with the same period of last year. Reasons for performance change: Last year, the company only consolidated the net profit of Jinniu Mill10-February 20 17 165438.
This year, Jinniu Mill has all been included in the scope of company merger, and the company's operating income and net profit have increased significantly compared with the previous year. In terms of institutional rating, * * * 2 1 infrastructure stocks have recently been given favorable ratings such as "buy" or "overweight" by institutions. Among them, six infrastructure stocks, namely Oriental Yuhong, Tielong Logistics, Maanshan Iron & Steel Co., Ltd., guangzhou-shenzhen railway, Daqin Railway and New Beiyang, were jointly valued by the institutions during the period.
There are more than five institutions that are optimistic about the rating. For Oriental Yuhong, which has the largest number of rating agencies, Ping An Securities said that as a leading enterprise in the building waterproof industry, it will maintain steady growth due to the super execution and efficient management of the management. In addition, in the context of accelerated integration of the waterproof industry, the company's market share is expected to continue to increase in the future.