The current market of technology stocks can be divided into two kinds: one is called soft technology stocks and the other is called hard technology stocks. The so-called soft technology stocks are science and technology that define a new way of life or production in the future from the software and application level. This is most noteworthy is the ever-changing artificial intelligence technology, cloud computing technology, big data technology, domestic software and domestic operating system technology, which is in the soft science and technology of this category to focus on the object. And hard technology, the old Liu that the so-called hard science and technology stocks refers to the provision of physical production, and has a product out of the application of science and technology, the capital market is most concerned about the hard science and technology stocks mainly include integrated circuits, domestic communications equipment industry, new energy automobile industry and high-precision aerospace industry.
The digging for science and technology varieties, is now in the transition from hard science and technology to soft science and technology nodes, 5G communications equipment field in the recent past has been repeatedly tapped by the funds. When the 5G network in 2020, the related application level, especially to entertainment, work systems and software as the main application level will usher in explosive growth, while at the same time in our most highly sophisticated defense industry and the field of new energy vehicles, hard science and technology is also repeated by the funds are concerned about. On the other hand, when the new energy vehicles after the formation of scale, the corresponding artificial intelligence and unmanned driving will become an explosive wind mouth.
Technology leading stocks list 1, 5G concept stocksFiberhome Communications: the Ministry of Science and Technology recognized the domestic optical communications field, the only "863" program results industrialization base, the company mastered a large number of core technologies in the field of optical communications, participated in the development of national standards and industry standards more than 200.
ZTE: ZTE is one of the leading telecom equipment suppliers in China's telecom market, and one of the leaders in China's chip industry. Its subsidiary, ZTE Microelectronics, is a pioneer in domestic chips.
WuTong Holdings: The company is a leading professional supplier of communication RF connectivity systems in China. Specializing in wireless communication radio frequency connection system, fiber optic connection product research and development, production and sales, the product is mainly for wireless communication radio frequency connection system and fiber optic connection product two categories
Jinxinuo: the company's products cover the radio frequency, electricity, optical and other connection field of the core components
Cambridge science and technology: the global ICT terminal equipment manufacturer leader, investment layout "5g communication transmission network key devices and ict network equipment manufacturing new mode application" project, the project was selected by the ministry of industry and information technology on the "made in china 2025" communication industry, one of the key directions
CIC Xutron: the world's leading first echelon of high-speed optical Module leading the first echelon
2, chip concept stock leadingdesign: ZiGuang State Micro, ZhongKe Shuguang (AI chip);
manufacturing: Silan Micro, SanAn Optoelectronics;
Equipment: North Hualong, Changchuan Technology;
Sequestration: ChangDianTechnology, TongFu Microelectronics, Huatian Science and Technology;
Materials: JiangFeng Electronics, Jianghua Micro, Shanghai XinYang And so on.
3, the concept of operating system stocksChina Software: subsidiary in the standard software involved in the development of the Galaxy Kirin is currently the most widely used domestic operating system; in addition, the participation of the company Wuhan Damon is a leading domestic database manufacturers.
Wave software: the company's substantive controller wave group to participate in the development of the galaxy kylin domestic operating system.
Wave information: the company's controlling shareholder wave group to participate in the research and development of the galaxy kylin domestic operating system.
China Great Wall: Hunan Great Wall, a wholly-owned subsidiary of the company, is an intelligent manufacturing production base for complete self-control computers based on domestic production, including domestic CPU chips and operating systems.
Zhejiang University NetWorks: the company developed the Longene operating system (Longene) is a free, open source operating system project, both support for Linux device drivers, also supports Windows device driver compatible kernel; has released a number of versions.
4, domestic softwareIT infrastructure:
Wave Information, Dawning, Ziguang, with technology, Huasheng Tiancheng, etc.
Basic software:
Chinese software, ZDAN, Great Wall of China, Panmicro Networks, Taiji, etc.
Information security:
Three Six Zero, Ren Zi Xing, MPC, SZS, Blue Shield, Wisdom, Qixingchen, Beixinyuan, Green Alliance Technology, etc.
Application software:
Usfo Networks, Neusoft, Quanta, Aerospace Information, HAND Information, Donghua Software, etc.
Medical information technology:
Wanda information, health, entrepreneurial wisdom, etc.
5, military science and technology stocks(1) import substitution electronic components: AVIC photoelectric, Zhenhua Science and Technology;
(2) network countermeasures and information security: Weishitong, the Great Wall of China;
(3) military order-driven high-quality: Lida Optoelectronics, Sicronics, Guo Rui Science and Technology;
(4) domestic aircraft: Hongdu Air, AVIC Aircraft, AVIC Shenfei, AVIC Science and Industry.