What is new infrastructure? Now railroads, roads, bridges and other traditional infrastructure are almost built, so the high-level economic conference played a new card, pointing out that "5G, ultra-high voltage, artificial intelligence, industrial Internet, Internet of Things" and other scientific and technological infrastructure projects are also infrastructure, they are the new infrastructure, is the future period of time of the market mainstream hotspot. What are the new infrastructure concept leading stocks? Now and wealth management gentleman to go together to see it!
Mainly divided into the following seven aspects:
1, 5G
From the perspective of the scale of the future undertaking of the industry, 5G will be the most anticipated direction of the new technology, China's focus on the development of the major emerging industries, such as the industrial Internet, the Internet of cars, enterprises on the cloud, artificial intelligence, telemedicine, etc., all need to 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.
Keep an eye on individual stocks: ZTE, Huiyuan Communications, Bon Xun Technology, Tefal Information, Bay Communications, Super Xun Communications, New Edson, Lixun Precision
2, UHV
China's UHV construction potential is still huge, the current state has been planned for various types of UHV projects between 50-60, meaning that there are still about 30 has been incorporated into the planning line in the future is expected to be landed, the recent State Grid announcement. The future is expected to land, the recent State Grid announced to social capital to open up UHV investment, by solving the funding problem to further increase the certainty of the continued construction of UHV. 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.
Extra-high voltage concept stocks:
Key attention: Fengfan shares, new Hongtai, Guodian Nanshi, through the fiber optic cable, Han cable shares, the Institute of Electricity.
3, rail transportation
2019 start tide of investment increased + mileage of high-speed growth + freight three-year incremental plan to support the release of vehicle purchases + vehicle equipment related to the performance of the enterprise to restore the obvious growth, the four major benefits **** vibration, the plate will have a significant gain.
Keep an eye on stocks: China Railway Construction, Jinyi Industry, Jinci Axle, China Central Vehicle, Dinghan Technology, Sky Iron shares.
4, charging pile construction
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, to seize the certainty.
Keep an eye on the individual stocks: Wanma shares, Kosta, power source, Invicta, Shenghong shares.
5, big data center
Currently the application of big data is very broad, from information distribution to video entertainment, big data everywhere. At present, big data has become one of the popular investment direction, in the strong support of capital, big data industry rapid development, is expected to 2020 China's big data industry scale or more than trillion. In today's emphasis on data, the big data industry is bound to become the entrepreneurial wind port in 2019.
Keep an eye on the individual stocks: Three Six Zero, Data Port, Yi Huaru, massive data, Kehua Hengsheng, UFIDA, Baoxin Software, Aerospace Information.
6, artificial intelligence
Be optimistic about the development of the domestic artificial intelligence industry, especially after the high-level artificial intelligence as an important hand of economic transformation, the future development of the integration of the development of a greater space. Basic layer, it is recommended to pay attention to the domestic server, high-performance computing enterprises 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.
Keep an eye on the individual stocks: KU Xunfei, KU Intelligence, four-dimensional map of the new, China Science Information, China Science and Technology, Wave Information, China Science and Technology Dawning and so on.
7, industrial Internet
According to the latest report of the research organization, the global industrial Internet market size will reach $91.4 billion in 2023, with the highest compound annual growth rate in Asia-Pacific. 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.
Key attention to the individual stocks: industrial rich United, Saiyi information, topped, Langxin technology, East earth science and technology, Orient State letter, Baoxin software, HAND information, Jiachen Feihong