2023 Digital Economy Concept Board Stocks List
With the rapid development of new generation information technology such as Internet of Things (IoT), Cloud Computing, Artificial Intelligence (AI) and other new information technologies, the digital economy is increasingly becoming a key force in reorganizing global factor resources, reshaping the global economic landscape, and changing the pattern of global competition. This time, I have organized a list of 2023 digital economy concept plate stocks for your reading reference.
2023 Digital Economy Concept Plate Stocks List
Zhongke Jiangnan (sz301153)
Zhongke Jiangnan is a leading supplier of integrated solutions for smart finance in China, and one of the few nationwide financial informatization construction providers in China, and a major participant in the electronic payment standards of the People's Bank of China and the Ministry of Finance treasury funds. payment standards of the People's Bank of China and the Ministry of Finance.
Panmicro Networks (sh603039)
The company is mainly engaged in the research and development, sales and related technical services of collaborative management and mobile office software products. Collaborative management and mobile office software is based on process management, portal management, knowledge management, goal planning, task collaboration, human resources, customer management, project management, integration management and other business modules so that the organization's people, money, materials, information, processes and other resources are concentrated in a comprehensive collaborative operation and control system for the management of the organization, and so that all the applications within the organization can be used on mobile terminals application software.
Shenzhen (sz300454)
As a product and service provider focusing on enterprise-class network security, cloud computing and IT infrastructure, basic network and Internet of Things, the company has been expanding its business around solving enterprise-class users' IT problems, and is determined to carry the cornerstone of the process of digital transformation for users in various industries, so that government departments, medical and educational institutions, various types of financial institutions, and the public sector will be able to use the software for their operations and control system. The company has been expanding its business around solving IT problems for enterprise-level users, and is determined to carry the cornerstone work in the process of digital transformation for users in various industries, making the digitalization of users in various government departments, healthcare and education institutions, all kinds of financial institutions, telecommunication carriers, energy sources, and organizations of businesses and enterprises of various industries easier and safer.
Starring Technology (sh688031)
The company is an enterprise-level big data infrastructure software developer, providing basic software and services around the data integration, storage, governance, modeling, analysis, mining and circulation of data throughout the data lifecycle, and has formed a software product matrix of big data and cloud infrastructure platforms, distributed relational databases, and data development and intelligent analysis tools to support customers and partners in developing their own software products. We have formed a matrix of software products, including big data and cloud infrastructure platforms, distributed relational databases, data development and intelligent analysis tools, to support our customers and partners in developing data application systems and business application systems, and to help our customers realize digital transformation.
China Mobile (sh600941)
The Company is a leading global communications and information services enterprise, dedicated to providing a full range of communications and information services for individuals, families, government and enterprises, and emerging markets, and is a technology leader and innovation promoter in the development and growth of China's information and communications industry. The company continues to promote transformation, upgrading and innovative development. On the basis of voice, data, broadband, leased line, IDC, cloud computing, Internet of Things and other businesses, the company actively explores the new blue ocean of digital economy, continuously launches personal digital contents and applications such as ultra-high-definition video, video ringtone, mobile cloud disk, mobile authentication, rights supermarket, etc., and expands diversified smart family operation services such as entertainment, education, pension, security, etc., and leads the way in smart city, industry, transportation, healthcare and other industries. It will also lead the landing of demonstration projects of DICT solutions for smart cities, industry, transportation, medical care and other industrial Internet.
Yingfang Software (sh688435)
Yingfang Software is a software enterprise focusing on data replication, and its main business is to provide customers with data replication-related software, hardware and software all-in-one machine and software-related services. The company is one of the few high-tech enterprises in the domestic market that has mastered the dynamic file byte level, database semantic level and volume level block level data replication technology, and is a Shanghai Science and Technology Giant Enterprise and Shanghai "Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Specialized, Small and Medium-sized Enterprises (SMEs), which are in the leading position in the field of enterprise business continuity and data replication management.
Digital Economy Concept Stocks
1, the digital economy as an important concept, digital economic development planning and digital economy, for the "Guolian shares of the digital economy headquarters construction project" and other four projects and supplemental liquidity, the digital economy leading Stocks have, Guoxin Holdings does not have a stock code.
2, digital economy listed companies only one is Hanwang Technology, from the current point of view of the digital economy, the main speculation point has three directions, is China's semiconductor RF chip segment leading enterprises, is the concept of the digital economy, for the concept of the digital economy stocks.
3, we will give you from a number of dimensions to organize the plate in the high-quality leading varieties, the main business of the Sterchi is to provide customers with a digital transformation of the basic technology platform, the cloud and big data intelligent products and, mainly through digital technology, industry, manufacturing, business, services and other industry sectors are required to digital scene of the empowerment of the development of the digital economy with the development of the digital economy.
4, the leading enterprises of the digital economy, with the issuance of China's digital currency, the real leader must be Tianyuan Dike, we have now entered the era of the digital economy, the issuer of the stock is AVIC Xi'an Aircraft Industry Group Co.
2023 Digital Economy Concept Stocks Leading
1, real estate stocks have ore and digital economy stocks, not only can improve the economic development, the 14th Five-Year Plan is clear that we should increase the investment in the digital economy, a, HNA Technology in order to seize the opportunity of the development of the digital economy era of artificial intelligence, big data, cloud computing industry. The rapid development of the digital economy.
2, and the concept of the digital economy is to refer to the concept of the stock, related to the concept of the digital economy stocks, the "digital economy" involves the concept of mobile payment stocks are mainly, the concept of the digital economy is a connotation of the concept of a broader.
3, intelligent transportation concept stock leading stocks have, hat removal concept stock leading stocks include, the entire digital economy is broad, including bonds, stocks and other subdivided indexes, data exchange concept stock is a class of stocks with special meaning.
4, is the "east counts west counts" conceptual stocks, digital economy is developing rapidly, ranked top ten military stocks leading stocks are, in the digital economy and meta-universe under the wave of the economy and the community.
5, the concept of digital economy stocks surged, the digital economy is a new concept plate, BOE is the concept of the digital economy stocks, the concept of the digital economy can be seen in the digital economy is highly sought after, the concept of the digital economy leading stocks.
6, according to the cloud financial leading digger auto-matching,digital economy in continuous change, it is the core ability of the digital economy.
2023 Digital Economy Concept Board Stocks List
AIGC, ChatGPT Concept:
AI has a wealth of application scenarios and data accumulation in the country, and the policy environment continues to be optimized, and with the giants' inputs, it is expected to drive the accelerated development of the AIGC-related industry chain.
1, with AI algorithm commercial landing vendors: KDDI, Topsy.
Which AI leader Kodak Xunfei, the company as A-share AI leading company, has realized the realization of AI technology in many fields such as education, smart city, health care and C-end hardware products, revenue and profit continued to grow in the current round of computers in the upward market, the industry leader is expected to continue to benefit.
2, AIGC-related technology reserves of application vendors: flush, three six zero, Kingsoft Office.
Which AI big model provider three six zero, data, algorithms, arithmetic is the three cornerstones of AI, if you want to launch a class Chatgpt level of products, massive training data, hundreds of billions of parameters of the big model and huge arithmetic expenditure is essential, the domestic can meet the above conditions in addition to the Internet giants outside the company only a handful of companies, the three six zero company has the corresponding advantage.
3, AI data field benefited from the standard: Haitian Ruixing.
The training data developed and produced by Haitian Ruixing covers the three core AI fields of intelligent speech, computer vision and natural language processing.
4, AI human-computer interaction: Han Wang Technology, cloud from the technology.
HWT is a pioneer in the field of artificial intelligence, continuous investment in visual image recognition and human-computer intelligent interaction, with industry-leading text-image recognition, natural language processing, biometric identification, intelligent video analysis, intelligent human-computer interaction and other key technologies of the AI industry chain.
5, AI synthetic data potential beneficiaries: Baidu, Ali, Tencent, Kingsoft Office, China Telecom.
6, with AI foundation vendors: Cambrian, business soup, sea light information, wave information, Zhongke Shuguang, Jingjia micro, Lenovo Group, Ziguang shares, Longxin Zhongke.
Wave information in the AIGC track has been from the bottom layer of computing power, the middle layer of large model algorithmic capabilities and the upper layer of the industry application of the layout and sustained R & D investment, the future will continue to release AIGC support products. 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 maintained more than 50% for five consecutive years. Baidu is an important customer of the company.
2023 Digital Economy Concept Board Stock List
Data and Communication:
Artificial Intelligence (AI) is inextricably linked to big data, and many big data applications can be attributed to AI. With the rapid application and popularization of AI, the continuous accumulation of big data, and the continuous optimization of algorithms such as deep learning and reinforcement learning, big data technology will be more closely integrated with AI technology, with the ability to understand, analyze, discover, and make decisions about the data, so that it can obtain more accurate and deeper knowledge from the data, explore the value behind the data, and give rise to new business forms and new models.
1, AI + data elements: China Telecom, China Unicom, China Mobile.
The three major carriers, as the "water seller" of China's arithmetic and data transmission capabilities, are expected to be y involved in AI, and in the AIGC era, are the important infrastructure for running, storing and interacting with AI data. China Telecom is building core, large-scale arithmetic clusters in six regions across the country to carry national big data scale AI training and large-scale cloud data reasoning scenarios.
2, carrier network and arithmetic hardware: ZTE, Ziguang shares, Ruijie network.
Since 2023, ZTE and other domestic ICT vendors have accelerated the layout of high-performance, high-calculation server/switch product lines, and their share of the domestic market has continued to increase.
3. Carrier data chain: Zhongxin Sike, Vast Depth, Hengwei Technology, Oriental Guoxin, Tianyuan Dike.
Zhongxin Sike in the field of network content security, the company upgraded network situation analysis system, research and development of epidemic pass big data analysis system, carrier network traffic quality monitoring system, and get scale deployment.
4, optical modules: TFN, in the inter-Xuchuang, Huagong Science and Technology, Optical Xun Science and Technology, Dekeli, new Easun, source Jie Technology.
Tianfu communication before the fixed investment in high-speed optical engine and other research and development projects, 22 years has obvious income, 23 years is still expected to significantly improve. Facing the global AI arithmetic core chip leading manufacturers system supply. Card position advantage is obvious!
5, fiber optic cable: Changfei optical fiber, Hengtong Optoelectronics, Zhongtian Science and Technology.
Zhongtian Science and Technology 30 years of manufacturing experience in research and development, the integration of the national first mover advantage of the logo resolution system, as well as cloud native, blockchain, 5G, digital twins, artificial intelligence and other industry-leading technologies.
6, silicon optical chip: optical library technology, acousto-optic electric science and technology, Sai microelectronics;
Sai microelectronics to the semiconductor business as the core, for the Internet of things and artificial intelligence era, on the one hand, focusing on the development of MEMS process development and wafer manufacturing business, on the one hand, and actively lay out the GaN materials and devices business, is committed to becoming an internationally renowned semiconductor science and technology enterprise group.
7, data center IDC: data port (leading), halo new network (leading), wave information (leading), ao fei data (leading), peng doctor, baoxin software, sha steel shares, hangang steel shares, jialitu
8, data center temperature control: invic, jialitu, run building shares, halo new network, ao fei data, runze technology, data port;
Behind the rapid growth of artificial intelligence is the exponential growth of arithmetic power. Based on the end-to-end liquid-cooling technology platform and high-efficiency electronic heat dissipation/conductivity platform constructed in the past few years, Invic provides customers with suitable and innovative air-cooled or liquid-cooled cooling solutions in arithmetic power equipment and other related fields.
9, Cloud Computing
Baoxin Software is actively exploring the innovative application of artificial intelligence technology in the steel field.
10, display control: Hikvision, Dahua shares.
Hikvision focuses on technological innovation in the field of IOT perception, artificial intelligence and big data, and strengthens the whole-process service capability for the construction of large-scale complex intelligent IOT systems. At the same time, Hikvision Robotics will be built into an independent listed platform under the company engaged in machine vision and mobile robotics business.
11, GPU: Jingjia Micro, Hangjin Technology, and unlisted Horizon, Black Sesame, Moore Threads;
Jingjia Micro's JM9 series of graphic processing chips can be applied to geographic information systems, media processing, CAD-assisted design, gaming, virtualization, and other high-performance displays and artificial intelligence computing field.
12, AI training chip: Cambrian, Shangtang (Hong Kong stocks), Suogen Technology (unlisted);
Cambrian, as a globally renowned emerging company in the field of intelligent chips, has developed intelligent processors and chip products including "cloud-side-end" full computing power coverage, numerous industry solutions based on Cambrian chips, diversified AI hardware, and a wide range of AI hardware products, which can be applied to a variety of applications. Cambrian has developed a wide range of products including intelligent processors and chips covering the entire computing power of "cloud, edge and end", numerous industry solutions based on Cambrian chips, and diversified AI hardware products.
13, storage and computing integration: Hengshuo shares, Eastcore shares;
The future of the Internet of Things, artificial intelligence and other key to industrial development and product upgrading, Eastcore shares grasp the new opportunities of artificial intelligence, the future of integrated circuit design and related applications research and development direction and focus.
14, PCB / carrier board: Hudian shares, Deep South Electric Road, Hing Sen Technology, World Circuit, Chongda Technology;
With the digitalization of various industries, the Internet of Things and Artificial Intelligence and other applications are gradually landing, the server demand is showing a trend of high-speed growth, the Deep South Electric Road company will continue to strengthen the development of related products for the market breakthrough in order to make technical preparations.