Intelligent Transportation: We can tap the gold of intelligent transportation plate in A-share market from the following three aspects. 1。 Listed companies engaged in urban transportation system construction and expressway information construction. 2。 A supplier of video surveillance equipment necessary for the development of intelligent transportation. 3。 Content providers providing navigation maps and geographic information system software construction; Related concept stocks include: Siweituxin (002405), Zhonghai Technology (00240 1), Yihualu (3002 12), Yinjiang (300020) and Wantong Technology (00233 1).
Intelligent Logistics: In the future, the intelligent logistics network will integrate all express delivery companies, get through the data of goods circulation, form a huge instant information platform, and finally realize 24-hour online shopping and distribution. In the A-share market, the listed companies that are expected to achieve better development in the field of intelligent logistics are Yi Yatong, Hua Pengfei (300350), Changjiang Investment (600 1 19) and Zhong Bai Group (000759).
Smart medical care: At present, the output value of China's medical information industry is still low, but in the future, domestic medical information manufacturers are expected to have smart medical information companies with a market value of 100 billion. Smart medical concept stocks can be mined from the following two aspects: first, software companies that provide information for medical enterprises, such as Neusoft Group (6007 18), Weining Software (300253), Donghua Software (002065), Wanda Information (300 168) and Kerong Technology (300295). The second is to produce and develop smart wearable medical equipment companies, such as Jiu 'an Medical (002432) and Yinjiang Co., Ltd..
Smart Grid: According to the industry's prediction, by 20 15, the investment scale of smart grid construction in China is expected to reach 2 trillion yuan, and there is huge room for future development. Smart grid construction will play a good driving role in power generation, power grid, electricity consumption, information and communication and other related industries. Listed companies that can be concerned in the A-share market include Guodian Nanrui (600406), Xuji Electric (000400), TBEA (600089) and Zhixin Electric (6005 17).
Essence Securities said that there is no need to worry about the fundamentals of the computer industry closely related to smart cities. The recent adjustment is mainly due to the large increase in the previous period and the systemic risk of IPO restart. Statistics of 20 13 annual report and 20 14 quarterly report show that the growth rate of revenue and net profit of most companies is above 20% on the two main lines of smart city and localization of computer equipment, which is at a good historical level. Donghua Software, Yinjiang Shares and Digital Zheng Tong (300075) are recommended for the smart city sector. It is recommended to pay attention to Wanda Information, *ST Lian Xin and Yihualu; The long-recommended wisdom education sector is still in the initial stage of the industry, and the target is mainly selected according to the layout of listed companies. The market of hundreds of billions of companies will certainly produce large companies. At present, the market value of companies in this field is very small and there is a lot of room for growth. Recommend Li (3000 10), shares (002230) and Huaping shares (300074).