What are the leading new infrastructure stocks in 2023?

A leading stock in the infrastructure industry, with steady performance growth and a complete industrial chain layout. The company continues to increase investment in research and development, actively explores new business models, and is optimistic about future development potential. Below, the editor will bring you some of the leading new infrastructure stocks in 2023. Let’s take a look together, hoping to bring reference.

The leading new infrastructure stocks are as follows:

1. 5G: 000063 ZTE, 00586 Huiyuan Communications , 300312ST Bangxun, 000070 Special Information, 603220 Zhongbei Communications, 603322 Chaoxun Communications, 300502 Xinyisheng, 002475 Luxshare Precision, etc.

2. UHV: 601700 Fengfeng Shares, 603016 Xinhongtai, 600268 Guodian Nanzi, 300265 China Optical Cable, 002498 Han Cable Co., Ltd., 300215 Electric Power Research Institute, etc.

3. Rail transit: 601186 China Railway Construction, 601002 Jinyi Industrial, 600495 Jinxi Axle, 601766 China CRRC, 300011 Dinghan Technology, 300587 Tiantie Group, etc.

4. Big data center: 601360 360, 603881 Data Port, 300212 Yihualu, 6033138 Mass Data, 002335 Kehua Hengsheng, 600588 UFIDA Network, 600845 Baoxin Software, etc.

The top ten leading stocks of new infrastructure stocks

1. Guangan Aizhong: the leading stock of new infrastructure charging piles, with operating income of 2.269 billion in 2020 , a year-on-year increase of 2.27, and net profit was 189 million yuan, a year-on-year increase of -23.04. In addition, the company has established 67 joint ventures and 237 project landing cities. About 177,000 charging piles have been built across the country, and more than 100,000 are in operation.

2. Tyride: a leading stock in new infrastructure charging piles. The 2020 annual report shows that the company's operating income was 7.421 billion yuan, a year-on-year increase of 10.11, and the compound growth rate in the past three years was 12.11; net profit was 173 million, a year-on-year growth rate of -35.96. In addition, the company has established 67 joint ventures and 237 project landing cities. About 177,000 charging piles have been built across the country, and more than 100,000 are in operation.

3. LONGi: The leading new energy stock industry covers the entire industry chain of LONGi Monocrystalline Silicon, LONGi Solar, LONGi New Energy, and LONGi Clean Energy Photovoltaics.

4. Tianqi Lithium: a leading new energy stock, the world's leading supplier of new energy materials with lithium as the core, the world's second largest lithium producer, and Asia's largest lithium producer; his son The company Tellison has the world's largest reserves and the best quality spodumene mine currently being mined; it is mainly engaged in the development of hard rock lithium ore resources, the processing and sales of lithium concentrates, and the production and sales of lithium chemical products; its lithium mine revenue in 2018 was 2.202 billion yuan. Revenue from lithium compounds and derivatives was 4.041 billion yuan, accounting for a total of 99.97%.

5. Contemporary Ampere Technology Co., Ltd.: a leading new energy stock. Through the operation mode of using electricity for short distances and using oil for long distances, Qin not only meets the needs of cruising range, but also gets rid of dependence on fuel. It is defined as a new energy vehicle by the country.

6. BYD: leading new energy stock. During the strategic cooperation period, based on certain commercial conditions, BAIC New Energy will make every effort to give Contemporary Amp Technology Co., Ltd. and Pride a certain proportion of purchasing shares.

7. China State Construction [601668]: It is one of the construction and real estate enterprise groups with the longest history of professional operation, the earliest market-oriented operation, and the highest degree of integration in China; it is one of the 53 key state-owned enterprises directly managed by the central government. . It was established in December 2007 by China State Construction Engineering Corporation, China Petroleum Corporation, Sinochem and Baosteel Group. China State Construction Engineering Corporation holds 94% of the shares and has 8 infrastructure bureaus and 5 design institutes under its jurisdiction.

8. China Railway [601390]: It is an enterprise integrating infrastructure construction, survey, design and consulting services, engineering equipment and parts manufacturing, real estate development, railway and highway investment and operation, mineral resource development, and material trade. An integrated multifunctional super-large enterprise group. Its predecessor was the General Engineering Administration and the General Design Bureau of the Ministry of Railways of the People's Republic of China and the Ministry of Railways, which were established in March 1950. China Railway Engineering Corporation (CREC) was established in September 2007 through overall restructuring and exclusive initiative. It consists of 15 infrastructure bureaus and 4 design institutes.

9. China Railway Construction [601186]: It is one of the most powerful large-scale comprehensive construction groups in China and even the world. It focuses on project contracting and integrates survey, design, investment and financing, construction, and equipment installation. , project supervision, technical consulting, and foreign trade are a large state-owned construction enterprise group. The predecessor of China Railway Construction was the Railway Corps of the Chinese People's Liberation Army. In January 1984, according to the decision of the CRCC Central Committee and the orders of the State Council and the Central Military Commission, all officers and soldiers of the railway corps were converted into collective soldiers, that is, China Railway Construction Corporation and China Railway Construction Corporation (referred to as China Railway Construction) had 17 infrastructure bureaus and 3 design institutes.

10. China Jiaojian [601800]: Mainly engaged in transportation infrastructure construction, design, dredging, and port machinery manufacturing; it is currently the largest port construction and design enterprise in China; China's leading highway and bridge construction and design enterprise; The largest dredging company in China and the third largest in the world; established in October 2006 by China Communications Construction Group Co., Ltd. China Road and Bridge, Zhenhua Heavy Industries, and Zhongfang Group that we are familiar with are all his sub-brands, and they have 10 subsidiaries and 8 design institutes.

What are the leading 5G new infrastructure stocks?

1. 5G optical modules: Among them, Guangxun Technology is the veteran brand of 5G optical modules. Xinyi Sheng, Zhongji InnoLight, etc. are the leaders in 5G data communication. In addition, there are leading 5g new infrastructure stocks such as YOFC, Hengtong Optoelectronics, Quartz, Feilihua, and Fiberhome Communications.

2. Big data center: 360, Dataport, Yihualu, Massive Data, Kehua Hengsheng, UFIDA, Baoxin Software, China Telecom Cable, Han Cable Co., Ltd., Dianke Hospital etc.

3. Main equipment vendors: ZTE, Huiyuan Communications, Bangxun Technology, Special Information, Bei Communications, Chaoxun Communications, Xinyi Sheng, Luxshare Precision, etc.

4. Rail transit: China Railway Construction, Jinyi Industrial, Jinxi Axle, CRRC, Dinghan Technology, Tiantie Co., Ltd., etc.

What are the leading railway infrastructure concept stocks?

The leading railway infrastructure concept stocks include Northern International 000065, China Railway Construction 601186, Sany Heavy Industry 600031, etc., and their investment values ??are relatively high. high.

What are the leading stocks in medical infrastructure stocks?

1. General pharmaceutical leader: 600276 Hengrui Pharmaceutical

Hengrui Pharmaceutical integrates scientific research, production and sales. A large listed pharmaceutical company, it is China's largest scientific research and production base for anti-tumor drugs and surgical drugs, and is currently one of the most innovative large pharmaceutical companies in China. The company's main products include anti-tumor drugs, cardiovascular drugs, surgical drugs, endocrine drugs, etc.

2. The total leader of traditional Chinese medicine: 000538 Yunnan Baiyao

Yunnan Baiyao Group Co., Ltd. was formerly known as Yunnan Baiyao Factory established in 1971. It is the largest, most powerful and largest in Yunnan Province. The pharmaceutical enterprise group with the best brand. The company's business includes the research, production and sales of chemical raw materials, chemical preparations, Chinese patent medicines, Chinese medicinal materials, biological products, health foods, cosmetics, and beverages; it also involves the fields of medical devices and daily chemical products.

3. Leader in blood products: 002007 Hualan Biotech

Hualan Biotech was established in 1992 and is a national key high-tech enterprise engaged in the research, development and production of blood products. In 1998, Hualan Biotech became the first domestic company to pass GMP certification in the blood products industry. As a large-scale nationally designated biological products manufacturer, Hualan Biotech has strong development capabilities, leading technology, first-class production and testing equipment, scientific and standardized management, and a complete quality assurance system. It is in a leading position among domestic companies in the same industry.

4. Vaccine leader: 300122 Zhifei Biotechnology

Zhifei Biotechnology is a high-tech company mainly engaged in biotechnology development and management, integrating scientific research, production and sales. The company distributes A C meningococcal polysaccharide conjugate vaccine, A C Y W135 meningococcal polysaccharide vaccine, Haemophilus influenzae type B conjugate vaccine, freeze-dried hepatitis A live attenuated vaccine, Microcard and other products (some of the above products are exclusively produced and sold in China , there is no competition from similar domestic products).

5. Pharmaceutical leader: 603259 WuXi AppTec

WuXi AppTec is a company that provides comprehensive and integrated new drug development and production services. The company is committed to promoting the research and development of new drugs, and its service scope covers the research and development and production of chemical drugs, the research and development and production of cell and gene therapy, and medical device testing. WuXi AppTec's empowerment platform is hosting R&D and innovative projects from more than 5,200 partners in more than 30 countries around the world, and is committed to bringing more new and good drugs to patients around the world, and to achieve the goal of "making the world without difficulties" as soon as possible. medicines, and difficult and complicated diseases”.