1) 5G:
From the perspective of the scale of the industry to undertake in the future, 5G will be the most anticipated direction of the new technology, the development of China's focus on the major emerging industries, such as the industrial Internet, the Internet of cars, enterprises in the cloud, artificial intelligence, telemedicine, etc., all need to be 5G as the industrial support. etc., all need 5G as industrial support. Global accelerate the layout of the 5G environment, the domestic 5G construction landing speed is expected to be earlier than planned.
2) UHV:
China's UHV construction potential is still huge, the current state has been planning various types of UHV projects between 50-60, meaning that there are still about 30 has been incorporated into the planning line is expected to be landed in the future, the recent State Grid announced that it will open up the investment of UHV to the social capital, and by solving the problem of funding to further increase the certainty of the continued construction of UHV. The State Grid has recently announced the opening of UHV investment to social capital, further increasing the certainty of continued UHV construction by resolving funding issues. Extra-high voltage as a key technology of the global energy Internet, China has successfully realized the Brazilian beautiful mountain two phase extra-high voltage direct current power project and the export of core equipment. China's medium- and long-term demand and greater overseas space will enhance the performance of the equipment company's sustainability.
3) Intercity high-speed rail and urban rail transit:
2019 start tide of investment increase + high speed growth in mileage + freight three-year incremental plan to support the release of vehicle purchases + vehicle equipment related business performance recovery significant growth, the four major benefits **** invigorate, the plate will be a significant gain.
4) new energy automobile industry chain:
Crossing into 19 years, the new year's subsidy policy has not yet been officially introduced, once again giving car companies a certain buffer space. And no matter when the policy landed and the specific form, the main theme of reducing costs and supporting excellence will not change, the industry chain will also go to share the pressure brought about by the decline in subsidies, the advantages of the leading segment or will further accumulate, anchored in the leading, seize the certainty.
5) Big Data Center:
The current application of big data is very extensive, from information distribution to video entertainment, big data is everywhere. At present, big data has become one of the popular investment direction, under the strong support of capital, the big data industry is developing rapidly, and it is expected that by 2020 the scale of China's big data industry or more than a trillion dollars. In today's emphasis on data, the big data industry is bound to become the entrepreneurial wind port in 2019.
6) Artificial Intelligence:
Be optimistic about the development of the domestic artificial intelligence industry, especially after the CPC Central Committee and the State Council have made artificial intelligence an important hand in economic transformation, there is more room for development in the future in terms of integration and development. Basic layer, it is recommended to pay attention to the domestic server, high-performance computing enterprises Wave Information, China Science and Technology Dawning in the arithmetic to provide market opportunities; in the application layer, it is recommended to pay attention to the voice, computer vision, automatic driving, predictive analytics and other technologies in the AI + (customer service, security, health care, automotive, finance, etc.) market, covering the enterprise.
7) Industrial Internet:
According to the latest report by research organizations, the global market size of the industrial Internet will reach $91.4 billion in 2023, with the highest compound annual growth rate in the Asia-Pacific region. With the intensive introduction of a series of industry policies, the industrial Internet is ushering in explosive growth, boosting the traditional manufacturing enterprises "digital" transformation.