In 2021, the most noteworthy list of high-quality technology stocks, it is recommended to collect!
Electronic manufacturing industry
1, security leader: Hikvision, the world's leading security video surveillance products. The company provides the world's leading video products, professional industry solutions and content services. Services include: public security, transportation, justice, culture, education and health, finance, energy, intelligent buildings and so on.
Company point of view: the deepening of intelligence and digitization in various industries around the world, and the application of intelligent Internet of Things (IoT) with video as the core is gradually increasing.
2, consumer electronics leader: Lixin Precision, known as the domestic "Foxconn", beyond Foxconn to become the world's first consumer electronics manufacturing leader potential. The company specializes in R & D and production: connectors, connectors, motors, wireless electronics, FPC, wireless, acoustic, electronic modules and other products, widely used in consumer electronics, communications, enterprise, automotive and medical fields.
Company point of view: to enter the Apple industry chain. Related businesses are: Apple cell phone assembly, wireless Bluetooth headset module foundry, Apple smart watch foundry.
3, protective glass leader: Lance Technology, the world's leading consumer electronics protective glass enterprise. The company's main products are: 3C (cell phones, tablets, notebooks) protective screen, digital camera lenses, smart wear glass materials, automotive electronic glass materials.
Company highlights: Apple industry chain. For the Apple cell phone to provide external screen, frame, back glass cover, etc., the future is expected to continue to penetrate the Apple smart watch, VR, AVR and other products.
4, TWS foundry leader: Geer shares, the world's leading wireless bluetooth headset module foundry enterprises. The company focuses on acoustics, sensors, optoelectronics, 3D packaging modules and other precision components, the future is expected to be in VR, AVR, smart wearable and other areas of strength.
Company highlights: entering the Apple industry chain. OEM Apple's Air pods, Air pods pro and other products.
5, ODM + power semiconductor leader: Wintech, the global smartphone assembly, power semiconductor leader.
Company point of view: 5G replacement wave of catalytic, as well as new energy vehicles to bring the use of semiconductor devices incremental. The recent acquisition of Ophiophoton camera module business, cut into the Apple supply system, perhaps in the future with Apple can have more in-depth cooperation.
Semiconductor industry
1, chip manufacturing leader: SMIC, the first domestic chip manufacturing leading enterprises. The company's main chip manufacturing, but also involved in chip design, packaging and other businesses, is an integrated chip company.
Company highlights: chip production in all aspects of domestic substitution, as the hope of domestic chip manufacturing, it met the country vigorously develop semiconductor good times.
2, cell phone camera chip leader: Weir shares, one of the world's leading cell phone camera chip design companies. The company acquired Howell Semiconductor, becoming the world's third largest design camera chip design producers.
Company highlights: the number of individual smartphone cameras continues to increase, bringing an increase in demand for cell phone camera chips.
3, chip manufacturing equipment leader: North Hualong, part of the domestic chip manufacturing equipment leader. The company's products are: plasma etching machine, physical vapor deposition equipment, chemical vapor deposition equipment.
Company points: product scarcity, domestic substitution, national transportation.
4, memory chip design leader: zhao yi innovation, one of the leading domestic memory chip design enterprise.
Company highlights: NOR Flash chip global third, at the same time have NOR Flash, DRAM independent research and development capabilities.
5, special chip leader: purple light state micro, domestic special chip design leading enterprises.
Corporate point of view: with the automotive digital, intelligent, connected, automotive semiconductor is expected to continue blowout, the company's crystal quartz crystal oscillator, DRAM, FPGA/CPLD, car MCD, intelligent security chips, car-grade products are benefited.
6, fingerprint chip design leader: Huitian Technology, the world's leading fingerprint chip design companies.
Corporate point of view: the product market space is relatively saturated, waiting for the birth of the new field.
7, analog chip leader: shengbang shares, the domestic analog chip leading enterprises.
Company points: domestic substitution, national transportation.
8, semiconductor packaging leader: long electric technology, through the rich microelectronics, Huatian technology, due to the packaging field of sales net interest rate is low, I will not do a one by one introduction.
Computer software industry
1, financial IT leader: Hang Seng Electronics, the domestic financial IT leading enterprises.
Corporate point of view: the domestic financial industry has entered a critical period of development, bigger and stronger financial market is one of the country's strategic objectives.
2, software application services leader: UFIDA, the domestic software application services leading enterprises. The company's main businesses are: cloud services, software services, financial services and so on.
Company highlights: huge space in the domestic cloud market, intelligent enterprise management (software application). Acquisition of DAYI Recruitment Cloud to improve HR product layout.
3, artificial intelligence software leader: KU Xunfei, the leading domestic intelligent voice company.
Company point of view: AI (artificial intelligence), ushering in the industrial wind mouth.
4, Internet security leader: three six zero, the domestic Internet security technology leading enterprises.
Corporate point of view: the old computer antivirus software, missed the best period of development of the mobile (cell phone).
Components industry
1, the global PCB integrated leading enterprises: Peng Ding technology, the world's largest PCB equipment manufacturers.
Company point of view: the catalyst of 5G technology, consumer electronics demand growth.
2, ceramic components leader: three ring group, one of the world's leading ceramic components.
Company highlights: 5G terminal market demand continues to grow, as well as the acceleration of domestic substitution, passive device components ushered in a super high industry boom.
3, communication infrastructure PCB leader: Deep South Electric Road, the domestic 5G base station PCB leading enterprises.
Company point of view: benefit from the construction of 5G base station, the global 5G base station products are mainly domestic Huawei, ZTE as the first.
4, copper cladding board leader: Sheng Yi technology, domestic copper cladding board leading enterprises.
Company highlights: 5G industry, new energy automobile industry, the two industries on the demand for copper cladding board drive.
Other technology industries
1, communications equipment leader: ZTE, Yilian network.
ZTE, one of the world's leading 5G infrastructure companies, benefited from the catalytic development of the 5G industry.
Yilian network, the world's leading SIP phone companies, benefiting from the booming development of enterprise communications (video conferencing).
2, optical electronics leader: BOE A, TCL, three Ann photoelectric.
BOE A, TCL, the global panel double giant. Benefit from Japan and South Korea (such as Samsung, JDI), gradually withdraw from the panel business, the double giant market share, product unit price ushered in a double harvest.
Sanan Optoelectronics, the domestic diode epitaxial and chip leading enterprises. The company to see is mainly mini-LED this newborn product, can bring how much market development space, at present the company is the leader in this field.
3, laser equipment leader: Daqi laser, Asia's leading industrial laser equipment companies.
Company point of view: IT business benefited from downstream expansion demand, PCB laser benefited from 5G server and domestic substitution, the two business is expected to maintain high growth. In addition, photolithography, photovoltaic and other laser equipment expansion, will bring new growth force to the company.
4, computer equipment leader: China Great Wall, the leading domestic computer equipment companies.
Company highlights: is one of the few domestic production of independently controlled computer companies, products include notebooks, desktops, all-in-one computer.
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