First of all, the first point is also the major premise: 20 19 has a great downward pressure on the domestic economy, and "steady growth" is the most important goal of economic development. All policies in the next stage will be formulated and implemented around "steady growth". What is steady growth? The answer is infrastructure. What is the infrastructure? The answer is "new infrastructure".
The focus of infrastructure is no longer real estate, but "intercity transportation, logistics, municipal infrastructure, and new infrastructure construction such as 5G, artificial intelligence and industrial Internet". This sentence comes from the economic work conference at the end of last year.
We can regard this new infrastructure as an information infrastructure in a broad definition, which mainly includes a new round of network construction, such as fiber-optic broadband, NB-IoT, 5G, IPv6, Beidou and so on. , data and information related services, such as big data center, cloud computing center, etc. Information and network security. This year, some provinces and cities have also put forward their own information infrastructure construction plans, and the national information infrastructure is expected to start quickly.
Therefore, information infrastructure construction will be the focus of the new round of infrastructure construction in China. Judging from the current policy support, local planning and future development space of emerging industries, it is suggested to pay attention to 5G, Beidou, big data center and network security.
This round of infrastructure is "new infrastructure", which will be the core theme of 20 19. "New Infrastructure" has the following directions:
One: 5G base station construction; Judging from the scale of industries to be undertaken in the future, 5G will be the most anticipated direction of new technologies. Key emerging industries in China, such as industrial Internet, car networking, enterprise cloud access, artificial intelligence, telemedicine, etc. All need 5G as industrial support. In the global environment of accelerating the deployment of 5G, the speed of domestic 5G construction is expected to advance. Related targets: Guangxun Technology, ZTE, Dongshan Precision, Shennan Circuit, and Hudian.
Second: UHV；; In terms of news, the State Grid started mixed reform in ten fields, and the UHV field opened for the first time. Including continuing to promote the overall listing of equipment manufacturing enterprises in different sectors; Accelerate the reform of mixed ownership of electric vehicle companies; Carry out the reform of mixed ownership in information and communication industry; Introducing social capital in the field of UHVDC project; Promote the reform of mixed ownership of navigation business; Deepen the reform of mixed ownership of financial business; Accelerating the pilot reform of incremental power distribution has achieved results; Actively promote the shareholding system reform of trading institutions; Increase open cooperation in the field of comprehensive energy services. State Grid opened up the UHV construction to social capital, which opened up the market's imagination space for the industry prospect. UHV transmission refers to long-distance transmission of AC 1000 kv and above and DC±800 kv and above. The advantage of UHV transmission is high efficiency. UHV is an original and world-leading major power grid innovation technology in China, and its successful research and development has made China stand on the commanding heights of the frontier technology field of power grid for the first time. For the UHV project, its remarkable characteristics are high technical level, strong ability of optimizing resource allocation, stable operation and income, and large investment.
Three: intercity high-speed rail and urban rail transit; In the past month, the National Development and Reform Commission approved urban railways and railway construction plans in eight cities and regions (including new ones), including rail transit in Chongqing, Jinan, Hangzhou, Shanghai and Changchun, railway construction in Guangxi Beibu Gulf Economic Zone, and newly-built urban agglomerations along the Yangtze River in xi 'an and Jiangsu, with a total investment of about 860 billion yuan. Among them, the relevant planned investments in Shanghai and Jiangsu are about 298.348 billion yuan and 265.438+08 billion yuan respectively.
20 19 In the past four days in June, the Wuhan near15 billion urban rail project was approved. Today, the Beijing Municipal Transportation Commission said that three rail lines will be opened in Beijing in the next three years. Urban rail projects emerge one after another! Urban rail construction will start the construction year!
1) Large-scale infrastructure central enterprises have many advantages, such as low valuation, leading advantages, central-led investment, national reform expectations, etc.: China Railway Construction, China Railway, China Jiaotong Construction, etc.
2) Yunnan, Guizhou, Zhejiang, Sichuan, Guangdong, Hubei and Shandong are the leading infrastructure projects in high-potential areas, and the growth rate in southwest China has obviously picked up since the second half of the year, and they are poverty-stricken towns: Sichuan Luqiao, Shandong Luqiao, Chengdu Luqiao and Xinjiang Jiao Jian.
3) Leading enterprises in infrastructure design: Su Jiaoke, Zhongshe Co., Ltd. and Institute.
4)PPP private enterprise leader: Long Yuan Construction, etc.
Fourth: big data center; Big data centers and network security bring investment opportunities due to the necessary needs of the birth of the data age. The construction of big data center brings convenience to the storage and application of more and more digital information, thanks to Baoxin software. Network security incidents occur frequently, and how to create a safe network environment has once again become the focus of attention. Relevant policies and network construction are expected to accelerate. Related stocks: Shen Xin, Sino-Singapore Seck, Zhongfu Information and Meiya Encyclopedia.
Five: new energy vehicle charging pile;
Six: artificial intelligence;
Seven: Industrial Internet.