2023 Digital Economy Concept Stocks Leader
Digital Economy Concept Stocks Leader, Digital Economy Concept Stocks Definition: With the top-level planning in the field of digital economy, China's digitization process accelerated again. The policy has been repeatedly encoded under the A stock market, the digital economy of a number of subsections of the plate performance is strong. Take a look at the leading digital economy concept stocks! I hope it will be helpful to everyone!
Leading digital economy concept stocks
AI has a rich application scenario and data accumulation in China, the policy environment continues to be optimized, as the giants have invested, 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, biometrics recognition, 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 industry applications for the layout and continued 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.
Digital Economy Concept Stocks Leading
1, National Pulse Technology: National Pulse Technology was founded in 1996, listed on the Shenzhen Stock Exchange in '06, and is a leading domestic information and communications technology outsourcing service provider.
2, Xiondi technology: Xiondi technology is a professional engaged in smart card and radio frequency identification (RFID) technology applications product development, production and system services of high-tech enterprises, but also the domestic rail transit ACC clearing and settlement, coding sub-distribution of equipment and system services major suppliers; is the main manufacturer of intelligent certificates, photographs, tickets, cards personalized production line system.
3, Nanwei software: the company is a digital economy, smart city, sharing economy platform construction and operation of a comprehensive science and technology group, the overall competitiveness is currently in the national forefront level.
4, Xinzhi cognition: Xinzhi cognition digital science and technology limited company is the core enterprise of digital industry under Xinao Group.
5, Hangdian shares: Hangdian shares is the core enterprise of Zhejiang Fuchunjiang Group, but also is the Zhejiang Provincial Wire and Cable Association for a second term as chairman of the unit, has been evaluated as a national high-tech enterprises since 2008. Enterprise product trademark for the "Yongtong" brand, since 1998 has been named Zhejiang Province famous-brand products.
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 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 22 years, ZTE and other domestic ICT vendors have accelerated the layout of high-performance, high arithmetic server/switch product lines, and their share of the domestic market continues to increase.
3, carrier data chain: Zhongxin Sike, vast depth, Heng for technology, Orientation, 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 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, runjian 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.
Digital Economy Concept Stocks Leading List:
1, Ziguang shares 000938: main business: IT services, value-added distribution of information electronic products; IT infrastructure products and programs, research, development, production, sales and service business. Company highlights: China's cloud management platform market to maintain the first market share, China's SDN (software) market share market first. Performance forecast: It is expected that the net profit attributable to shareholders of listed companies in January-June 20 will be: 845.6 million yuan to 915.0 million yuan, a change of 0% to 8% compared with the same period last year. Institutional rating: target price: 26.00, latest rating: buy, rating date: 22-06-20. 22 first quarter report: earnings per share: 0.13 yuan, operating income: 1534164.64 million yuan, operating income year-on-year: 13.58%, net profit: 37223.95 million yuan, net profit year-on-year: 35.26%, net assets per share: 0.00 yuan. Return on Net Assets:1.23%, Cash Flow per Share:$0.00, Gross Profit Margin:21.57%, Distribution Plan:No Distribution.
2, digital government 300075: main business: professional smart city application software development and sales, and provide technical support and follow-up services. Company highlights: focus on digital city management and land resource management e-government solutions provider. Performance forecast: It is expected that the net profit attributable to shareholders of listed companies in January-March 22 will be: 35 million yuan to 40 million yuan, a change of 31.64% to 50.44% compared with the same period of the previous year. Institutional rating: target price:, latest rating: buy, rating date: 22-06-17. 22 first quarter report: earnings per share: 0.08 yuan, operating income: 250,497,200 yuan, operating income year-on-year: 12.01%, net profit: 37,995,100 yuan, net profit year-on-year: 42.90%, net assets per share: 0.00 yuan, return on net assets: 1.03%, Cash Flow per Share: $0.00, Gross Profit Margin:43.79%, Distribution Plan: No Distribution.
3, digital authentication 300579: main business: electronic authentication services, security integration, security consulting and operation and maintenance services. Company highlights: the leading enterprises in the domestic electronic authentication industry. Performance forecast: It is expected that the 21 January-December net profit attributable to shareholders of listed companies: 116,380,600 yuan, compared with the same period last year change: 13.02%. Institutional rating: target price:, latest rating: hold, rating date: 22-02-11. 22 first quarter report: earnings per share: 0.01 yuan, operating income: 141,752,900 yuan, operating income year-on-year: 29.77%, net profit: 2,091,300 yuan, net profit year-on-year: 148.72%, net assets per share: 0.00 yuan, return on net assets: 0.24%, Cash Flow per Share: $0.00, Gross Profit Margin:56.67%, Distribution Plan: No Distribution.
4, the dawning of 603019: main business: research, development, production and manufacturing of high-performance computers, general-purpose servers and storage products, and around the high-end computer to provide software development, systems integration and technical services. Company highlights: China's leading high-performance computer. Performance forecast: 21 years 1-12 months attributable to shareholders of listed companies is expected to net profit of: 1134708423.46 yuan, compared with the same period last year, a change of 37.98%. Institutional rating: target price:, latest rating: buy, rating date: 22-06-17.22 first quarter report: earnings per share: 0.08 yuan, operating income: 217,581,363 yuan, operating income year-on-year: 9.75%, net profit: 113,690,400 yuan, net profit year-on-year: 39.61%, net assets per share: 0.00 yuan, return on net assets: 0.89%, Cash Flow per Share: $0.00, Gross Margin:20.42%.