Now, just like before the Spring Festival, it is a structural bull market for technology stocks! In 2020, you must pay full attention to the research and allocation of technology stocks. Because the core of China's current industrial development is the transformation and upgrading of the technology industry.
The development of any big country will enter a cycle with industry as the core. China used to be a real estate economy, and indirect financing was most suitable for the real estate economy. Now, if we want to take the road of building a country through industry, it is indispensable to vigorously develop the direct financing market, vigorously develop the capital market, and vigorously develop the investment banking service industry. Therefore, both the industry and the capital market are ushering in their own era of glory.
The benefits are coming. We have gathered the highest investment and research strength of the institute, conducted in-depth tracking, and explored the technology industry track, and sorted out the "2020 Technology Treasure Map-Technology 50 Stock Pool". As the name suggests, Technology 50 is 50 Technology stocks that only have investment value. The purpose of ticket pool screening is to delineate the technology stock targets to be tracked in the next year, lock in the target, prevent your energy from being too scattered, and select the best among the best!
And, dynamically track each stock in the table! And corresponding indexes have been developed to facilitate investors to understand the first echelon of technology companies more intuitively.
Based on this 50-stock technology stock pool, I will tell you the research logic:
1. By exploring the industrial value chain, based on the R&D capabilities, performance, operating conditions, etc. of listed companies Fifty technology-based companies were selected based on comprehensive factors and compiled into this index with equal weights.
2. Dynamically track the index and transfer in or out of index constituent stocks according to the semi-annual cycle.
2020 should be the year for the electronics industry, which is the performance verification period and investment climax period for 5G terminals. The industry distribution of this index is dominated by the computer and electronics industries, with the two major industries accounting for more than 60%!
Next, I will announce the targets of the Technology 50 vote pool and the core logic of each target. This is also an issue that everyone is more concerned about. 50 tickets are presented in 5 tables, and under each table, there is detailed tracking logic for individual stocks.
Dragon 1: Goodix Technology (603160)
Core logic:
1. The company is the leader in under-screen fingerprint scanners, benefiting from the large volume of smartphones, and its performance continues to exceed Expected;
2. IoT will become the new blue ocean in the future, and TWS headsets will continue to innovate.
3. The company has deep technical reserves and its patented technology is at the leading level in the industry. The company's products will benefit from the updates of its own products and the increase in the penetration rate of TWS headsets.
Dragon 2: Hengrui Pharmaceutical (600276)
Core logic:
1. The company has invested the most in R&D and has the strongest R&D strength in China for many years. Pharmaceutical companies are the first pharmaceutical companies in China to transition from "combining generics with innovative products" to "innovation-driven".
2. With the rapid advancement of TIM3, TLR-7, IL-15 and other projects, as the absolute leading company of innovative drugs in China, it is too early to talk about the ceiling of Hengrui Pharmaceutical, regardless of international There is huge space in the globalization market. The domestic market space alone is enough for the company to maintain an average annual growth rate of more than 20% for at least 10 years.
Dragon 3: iFlytek (002230)
Core logic:
Domestic voice technology leader, high-quality track for AI education. Platform empowerment enables healthy development of core business.
1. As of the end of 2019, the iFlytek open platform has gathered more than 1.12 million developer teams, with a total number of applications exceeding 730,000;
2. In the field of education, Zhixue.com has covered the whole country There are more than 15,000 schools in 32 provincial-level administrative regions.
3. In the judicial field, the intelligent court hearing system currently covers 31 provinces, municipalities and autonomous regions across the country and more than 3,000 political and legal units. The company released a performance forecast for 2019, with improved profitability and operating cash flow reaching the best level in history.
Dragon 4: Sangfor (300454)
Core logic:
A practitioner and leader of SDX, Sangfor has strong product capabilities to promote business expansion .
1. Information security business: productization and channel advantages build a moat;
2. Cloud computing: the key to continuously raising the ceiling;
3. New IT business: software-defined infrastructure, business boundaries continue to expand
Dragon 5: Sany Heavy Industry (600031)
Core logic:
The company as a Chinese construction machinery One of the "Big Three", it has not only been at the forefront of the international market for a long time, but also has the highest quality listed construction machinery assets among A-share listed companies.
At the recent International Defense Exhibition, Sany launched a variety of ground unmanned combat vehicles. The company has successfully entered the military industry. It is expected to continue to benefit from military-civilian integration in the future, and the prospects for improving the company's core competitiveness are promising.
Dragon 6: Beijing Junzheng (300223)
Core logic:
1. The company is a leading processor chip manufacturer in China, deeply engaged in MIPS instruction set processing Having been in the field of device chips for many years, it has accumulated rich technical reserves;
2. After the acquisition of Silicon, a "storage processor" platform pattern was formed;
3. Both storage and processor The complementary effects of large businesses are obvious, and the two parties are expected to release synergies in aspects such as customer design introduction and supply chain price negotiation, forming a "1 1gt; 2" collaboration situation.
Dragon 7: GigaDevice Innovation (603986)
Core logic:
1. GigaDevice is a high-quality memory chip and microcontroller design company in my country, among which SPINorFlash and 32-bit MCU have reached the world's leading level;
2. We are optimistic about the company's NorFlash products achieving high growth in the rise of downstream applications such as TWS, AMOLED, TDDI, ADAS and so on in the past two years;
3. We are optimistic that the company will achieve category expansion with the help of technological progress in the fields of NAND Flash, DRAM, and MCU. NorFlash business is booming. The company is actively practicing category expansion and accelerating domestic substitution.
Long 8: Northern Huachuang (002371)
Core logic:
1. The company has built an IC equipment product matrix, covering 39 devices in a single equipment line , rich products;
2. Storage evolves to 3D NAND, and the investment amount in etching/CVD equipment doubles;
3. Storage line expansion accelerates, and the IC equipment industry reaches an inflection point
Dragon 9: ZTE (000063)
Core logic:
1. The company’s private placement is implemented, 5G is accelerating development, 5G will start large-scale construction in 2020, and operators Intensive bidding has begun, and the company is sure to benefit.
2. my country's 5G large-scale construction has officially started in 2020. It is expected that more than 600,000 stations will be built throughout the year. 5G bidding for the three major operators has recently launched.
3. The company has invested heavily in the entire product line of 5G base stations, 5G terminals, transport, and core networks. As a leader in communication equipment, it is certain to benefit greatly
Dragon 10: Zhongke Innovation Da (300496)
Core logic:
1. Benefiting from the release of demand for new 5G models, smartphone business revenue growth exceeded 15%;
2. Intelligent connected car operating system products continue to grow rapidly, and the revenue growth rate of automotive electronics business exceeds 60%. It is believed that the company is the main beneficiary of the AIOT industry trend.
Dragon 11: CATL Era (300750)
Core logic:
The company and Tesla have joined forces to demonstrate their leading position:
1. The leading position of power batteries is stable and its performance is growing rapidly;
2. Production capacity has been significantly expanded, and shipments are expected to further increase;
3. Prices are slowly declining, and gross profit margin is expected Maintain a high level
Dragon 12: Hypermap Software (300036)
Core logic:
1. The U.S. government restricts the export of geospatial imaging software and attaches great importance to it GIS localization and overseas market expansion opportunities.
2. The company is not only the leader in domestic GIS, but its international status is also constantly improving. According to the ARC Consulting Group report, the company's SuperMap ranks third in the global GIS market and first in Asia;
3. The needs related to territorial spatial planning and natural resource rights registration are gradually released
Long 13: Zhongke Shuguang (603019)
Core logic:
1. The company is a national-level computing technology platform of the Chinese Academy of Sciences. With the three major advantages of security, performance and ecology, the company's controllable servers are expected to gain a larger share.
2. The rapid growth of the software business is expected to increase the company's overall gross profit margin and drive rapid profit growth.
The company holds high-quality assets of the Chinese Academy of Sciences such as Haiguang and Zhongke Xingtu. In the context of science and technology innovation, it is expected to usher in a revaluation of value.
Dragon 14: Inovance Technology (300124)
Core logic:
1. The industrial control automation industry is bottoming out, and company orders are beginning to pick up;
2. The new energy vehicle business is undergoing positive changes. The company uses power supplies and electronically controlled motor components as breakthrough points, taking advantage of China's supply chain and rapid response to continue to look for cooperation opportunities with international customers;
3. Overseas, it has obtained DCDC and OBC designation from a car company, and domestic There are 5 car companies designated, and the remaining car companies are actively planning and are expected to achieve breakthroughs.
Dragon 15: NARI (600406)
1. NARI is the core support of State Grid’s “three types and two networks, world-class”;
2. Ubiquitous electric power is accelerating, and the information and communication business is expected to grow rapidly;
3. Internal management is optimized, and new industries are injected with vitality;
A large number of UHV and flexible orders are in hand Maintain growth
Long 16: Goertek (002241)
Core logic:
1. The demand for TWS and wearables continues to be strong, and the Android camp has broad room for growth ;
2. The recovery of demand in the 3C industry chain has increased the revenue of precision parts and components, and 5G commercialization has accelerated VR/AR and is ready to go;
3. Refined management optimizes operating efficiency and operating cash The flow has increased significantly
Long 17: Raycus Laser (300747)
Core logic:
1. Industrial robots continue to warm up, and domestically produced robots will continue to replace them. The company As the domestic leader in large-scale lasers, its market share is expected to gradually increase;
2. Benefiting from the lithium battery boom, it covers well-known customers, including Raycus Laser, which has cooperated with more than a dozen domestic equipment integrators, and laser products have entered the market including CATL, BYD, Guoxuan Hi-Tech and other power battery manufacturers;
3. The domestic manufacturing industry is recovering, and the company is expected to reach an inflection point in 2020
Long 18: Inspur Information ( 000977)
Core logic:
1. Cloud computing is the "shovel seller" of the 5G application cycle. It has a clear "investment clock" and has truly entered a period of profit explosion. The underlying foundation Facilities and upper-layer applications are expected to explode in 2020. The capital expenditures of upstream cloud computing manufacturers will increase significantly in 2020.
2. The company recently released two edge computing servers, which not only have AI capabilities, but also can adapt to complex environments such as high temperature and high humidity, and have strong scalability. The company's share continues to increase and it accelerates its expansion into overseas markets. In 2018, Inspur ranked third behind Dell and HPE in terms of server shipments, and its global market share is expected to continue to increase in the future. The company's overseas market penetration rate is still low, and the company has successfully developed overseas customers.
Dragon 19: BOE A (000725)
Core logic:
The company is the leader in the LCD and OLED industries, ranking first in the world in its main LCD business, and second in LCD price The quarter is expected to stabilize. The construction of the 6th generation flexible AMOLED production line is progressing as planned, and the company's AMOLED panel market share has become the second in the world. Huawei’s latest folding screen mobile phone uses BOE’s flexible screen.
Dragon 20: Jingsheng Electromechanical (300316)
Core logic:
The company’s main business is photovoltaic monocrystalline furnaces, followed by semiconductor monocrystalline furnaces.
1. The iteration of photovoltaic large silicon wafer technology will lengthen the equipment demand cycle. Photovoltaic silicon wafers have entered a new production capacity cycle, and the penetration rate of single crystal will increase significantly. Jingsheng Electromechanical, as the only 12-inch equipment provider in Central, will benefit significantly.
2. The semiconductor business has entered the harvest period. The second phase of the large fund focuses on supporting the localization of equipment and materials, and the leading silicon wafer equipment is expected to benefit. The 8-inch production line in Zhonghuan has been officially put into production, and 12-inch equipment is about to enter the market. The pace of Zhonghuan's equipment procurement has significantly accelerated, and Jingsheng Electromechanical, as the core equipment supplier, will benefit significantly.
Long 21: Desay SV (002920)
Core logic:
The leading domestic smart cockpit integrator, focusing on smart cockpit, ADAS, Internet of Vehicles.
1. The high-definition camera and high-definition surround view system have been mass-produced. The fully-automatic parking system is expected to be mass-produced and delivered to customers within the year. The millimeter-wave radar production line has been built and reached mass production status;
2. Sensors: L4/L5 multi-sensor fusion will be standard. The global automotive sensor market will exceed US$50 billion in 2030.
Long 22: Zhongke Sanhuan (000970)
Core logic:
1. The company is the largest NdFeB magnetic material enterprise in China with the largest production capacity. Research and development in the application field of new energy vehicle drive motors began more than ten years ago. At present, the relevant technology is relatively mature and the product quality is stable. The products have been used in new energy vehicles of many European and American automobile manufacturers. Will benefit from the explosive growth in demand for new energy vehicles and robot motors.
2. It plans to hold 5 shares of Southern Rare Earth. After the completion of the transaction, the company will be the second largest shareholder of the group and the only permanent magnet material company in the market with extremely scarce medium and heavy rare earth resources.
Dragon 23: Hundsun Electronics (600570)
Core logic:
1. Hundsun Electronics is a leading enterprise in the securities and financial IT industry. The company belongs to the Alibaba family. High R&D results in high net profit margins and high market share;
2. Strong demand for financial IT: Capital market reform and opening up have spawned a large number of financial IT demands from securities firms;
3. Company Promote the online strategy and accelerate the implementation of the large, medium and Taiwan strategy. In the future, the company will continue to increase the market share of more products, maintain its competitive advantages in traditional businesses, promote the implementation of emerging technologies, and achieve greater breakthroughs in innovative businesses.
Dragon 24: AMEC (688012)
Core logic:
1. AMEC is a semiconductor equipment unicorn company, mainly integrated circuits , LED chips, MEMS and other semiconductor product manufacturing companies provide etching equipment, MOCVD equipment and other equipment.
2. The semiconductor industry is a strategic, basic and leading industry for the development of modern economy and society. Semiconductor equipment is an important cornerstone of the Internet of Everything.
Dragon 25: Shengbang Shares (300661)
Core logic:
1. Domestic high-quality analog chip companies continue to expand from "signal chain power supply" to high-quality Performance op amp, ADC, DAC market. China's analog market size accounts for about 60% of the global share, and the analog integrated circuit products used account for about 45% of the world's output. However, my country's analog chip output only accounts for about 10% of the world's share, so there is huge room for import substitution.
2. Yutai Equity, the main team of Yutai comes from an internationally renowned leading analog company, and has extensive experience in power chips
Dragon 26: Hikvision (002415)
Core logic:
1. In the new ecological era of AI in the security industry that combines cloud and edge, Hikvision is a leader in excellent intelligent IoT and big data services, with outstanding core competitiveness and a solid industry position.
2. With large-scale security as a shield, we will make great progress in the engineering and civil security markets.
3. Using big data as a spearhead, open the AI ??cloud platform to promote digital transformation in all walks of life.
Long 27: Weining Health (300253)
Core logic:
1. National layout, deep cultivation of medical informatization. The company has become the only IDC global medical technology company in China and Asia to be on the list.
2. Electronic medical record ratings have boosted the prosperity of traditional medical informatization. The medical informatization industry will maintain high prosperity, boosting the company's rapid development in the traditional medical informatization field.
3. The Internet promotes new development of medical innovation business.
Weining Health grasps the development of Internet medical care in a timely manner and establishes "Cloud Medicine", "Cloud Insurance", "Cloud Medicine", "Yunkang" and "1 Internet Platform" to create innovative Internet businesses.
Dragon 28: Donghua Software (002065)
Core logic:
1. Donghua Software is the largest core TIT integrator in China, Huawei , Tencent cooperates to promote cloud computing business, and Tencent holds shares.
2. Donghua Software cooperated with Huawei in 2002 and jointly released two joint solutions for the financial industry based on the Kunpeng ecosystem. It is expected to become an important participant in the financial IT field of Huawei's industry chain.
3. Facing favorable policies, the company’s medical business is expected to accelerate. Relying on the company's first-mover advantage in the medical IT field (covering more than 600 hospitals), the company has achieved accelerated growth in its medical business.
Dragon 29: UFIDA Network (600588)
Core logic:
1. The company has accumulated deep accumulation of high-quality customers for leading companies in the ERP industry, and its core products are constantly polished , the digital transformation of cloud offices is accelerating the comprehensive cloudization, and we are building a SaaS leader in the cloud era by starting with the end in mind.
2. The era of industrial Internet has arrived. Riding on the trend of cloud office digital transformation, the leading ERP company is accelerating the cloud transformation of industrial Internet big data software companies.
Product analysis: Begin with the end in mind and firmly promote comprehensive cloudification. At this stage, it is based on hybrid cloud, focuses on medium and large customers, and is platform-oriented. 1) The main product NCCloud and its core hybrid cloud architecture have reached the advanced level in the industry.
Dragon 30: Longi Holdings (601012)
Core logic:
1. Monocrystalline silicon wafer’s leading position, market share is expected to further increase: as a company The earliest business launched, the company is in an absolute leading position in the field of monocrystalline silicon wafers. Monocrystalline silicon wafer production capacity reached 28GW at the end of 2018, accounting for 41% of the world's total production capacity. It is the world's largest monocrystalline silicon wafer manufacturer by shipment volume. The company has always maintained technological advancement, was the first to launch the localization process of crystal growth furnaces, was the first to introduce diamond wire cutting technology, and continues to reduce costs through equipment transformation, process improvement, and management improvement.
2. Monocrystalline module shipments rank first in the world, and overseas module business has developed rapidly in recent years.
3. Get involved in the business of cells and photovoltaic power stations to form a closed loop of the entire industry chain, create all-round advantages, and redefine the industry: The company actively deploys cells and power stations, and is committed to building the entire photovoltaic industry chain.
Dragon 31: Venus (002439)
Core logic:
1. The traditional network security leader currently ranks first in the industry with an industry share of 5.1. The company's information security product line is complete, including traditional network security products such as security protection, monitoring, application security and data security, as well as cloud security and industrial control security products. The company's market share ranks first in the industry in many segments.
2. City Brain: The company’s security operation business broke through with its smart city business in 2018, successfully entering the smart city construction comprehensive security service market.
Dragon 32: Shiji Information (002153)
Core logic:
1. The company is a leading software provider across hotels, restaurants, retail, etc. . It has a market share of 60-70% in the domestic star hotel industry and large-scale retail industry, and its catering market share is relatively leading.
2. The international layout is gradually improving, and the global market has huge room for development. Through active overseas investment and mergers and acquisitions, the hotel information management system business layout has been further improved and overseas hotel customer resources have been accumulated.
3. Based on direct connection technology, the platform strategy assists the company's transformation: The company's industry advantageous position in the overall solution of information systems for consumer industries such as hotels, catering and retail has provided the company with the development of direct connection technology. The booking platform and payment platform have laid a solid foundation.
Long 33: Guangwei Composite Materials (300699)
Core logic:
1. The company is a leader in the domestic carbon fiber industry, with a full industry chain layout and Deep technical advantages. The company is currently the leader in the carbon fiber industry with the most complete product varieties, the most advanced production technology and the most complete industrial chain in China;
2. The two-wheel drive of military and civilian products has boosted the company's rapid growth in performance. The company has become the main supplier of domestic carbon fiber in the military aviation field.
3. Cooperate with Vestas, the leader of wind power machine manufacturer, to vigorously develop civilian products business. The carbon beam business has become another growth pole of the company. We also cooperate to invest in the construction of large-tow carbon fiber capabilities in Baotou, Inner Mongolia. In the future The raw material supply and production cost advantages support the growth of the company's civilian products business.
Long 34: Baoxin Software (600845)
Core logic:
Two-wheel drive of the company’s industrial Internet and IDC data center:
1. A pioneer in the industrial Internet in the steel industry and one of the leading companies in the field of intelligent manufacturing. Steel intelligence has advantages: the steel information business has developed steadily, and the "Baowu merger" and multi-field expansion have brought important increments.
2. The national layout strategy of IDC business is actively promoted. The company plans to form a joint venture with Wuhan Iron and Steel Group, Baodi Assets, and Wuhan Qingshan State-owned Assets, and plans to build 18,000 cabinets (approximately 10% of the number of Baozhiyun cabinets) between 2019 and 2023. 67.2), IDC production capacity continues to expand.
Dragon 35: AVIC Optoelectronics (002179)
Core logic:
1. The company is a high-quality listed company under AVIC, featuring military industry and communications , has now become an internationally renowned and domestic leading connector supplier;
2. The domestic connector market has huge space, and both the military and civilian markets are expected to usher in major development opportunities;
3. The company recently announced the launch of the second phase of the restricted stock incentive plan, which is a model for market-oriented operation of military industrial enterprises in the system.
Long 36: Wingtech Technology (600745)
Core logic:
1. As a leader in the ODM industry, the company has continued to benefit from the outsourcing trend of downstream customers in recent years. In 2019, it is expected to achieve a year-on-year increase of 1949-2358 in net profit attributable to shareholders, highlighting the growth opportunities in the 5G era;
2. The company has achieved Nexperia (a leading company in the global semiconductor standard products industry, mainly due to semiconductor logic chips and power MOS devices). etc.), the growth has reached a new level;
3. The company has domestic factories in Jiaxing, Wuxi and Anshi Dongguan, of which the East-East Plaza did not stop production during the Spring Festival; at the same time, the company's automation level is high, and subsequent It is relatively easy to resume work, and the impact of the COVID-19 epidemic is limited.
Long 37: Shennan Circuit (002916)
Core logic:
1. The company is a leading domestic PCB company, benefiting from the acceleration of 5G base station construction, downstream With full orders and high production capacity utilization, the company is expected to achieve a year-on-year increase of 65.85 in net profit attributable to shareholders in 2019, and its performance is in line with expectations;
2. At present, the opportunities for the acceleration of 5G construction and the localization of semiconductors have become highly clear, and PCB The downstream demand in the industry is expected to continue to improve, and the performance improvement is expected to be more obvious after the company's production expansion project reaches capacity.
Long 38: China Software (600536)
Core logic:
1. The company is controlled by China Electronics Information Industry Group and is the group’s network security and information technology company. The core enterprise and core system integration platform of the sector, one of the "leaders" in the field of domestic software development;
2. The current domestic network information security field has huge demand, broad development prospects, and concentrated leading advantages;
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3. Tianjin Kirin’s share-swap acquisition of Soft Armor and the increased volume of Huawei’s Kunpeng Cloud intelligent business indicate that domestic operating systems may begin to accelerate the development and application of domestic operating systems, and leaders with advantages in related fields are expected to directly benefit.
Long 39: Sanan Optoelectronics (600703)
Core logic:
1. The company’s 2019 full-year performance is expected to be a loss, but its fourth-quarter performance is in line with It is expected that the continued decline in LED chip prices in the first three quarters will have an improved impact on corporate performance, and the industry turning point may have arrived;
2. Taking into account the recovery of the LED industry, the penetration of MiniLED applications, and Sanan’s integrated production capacity The company's long-term investment value has been highlighted due to the continued release of major factors.
Dragon 40: Halo New Network (300383)
Core logic:
1. The company’s 2019 performance forecast is basically in line with expectations. Looking at the company data The listing rate of central customers has gradually increased, IDC business has grown steadily, and cloud computing business has also continued to grow. Secondly, Beijing Kexinshengcai Cloud Computing Company's business is progressing smoothly and is expected to meet performance commitment expectations; the company's growth foundation is solid;
In the 2.5G era, core infrastructure such as cloud computing needs to be clarified. The growth of the IDC market is highly certain. Leaders with regional and even national business layout are expected to continue to benefit.
Long 41: Taiji Shares (002368)
Core logic:
1. The company is backed by China Electronics Technology and has been deeply involved in the field of government informatization for many years. In 2019 Won the bid to build a number of major national/provincial and industry-level platforms, the number of government cloud users has grown steadily, and the leading advantage of government digitalization continues to be highlighted;
2. According to the announcement, China Electronics Technology No. 15 plans to hold The company's 33.20 shares were transferred to China Electronics Taiji free of charge, and the voting rights of the remaining shares were entrusted to China Electronics Taiji. As China Electronics Taiji's listing platform, the company will directly benefit from the asset reform of core military industry institutes.
Long 42: Changliang Technology (300348)
Core logic:
1. The company is a large-scale high-tech software development enterprise specializing in providing financial IT services. , thanks to the gradual harvest period of long-term and high-intensity R&D investment, the growth rate of net profit attributable to the parent company for the whole year of 2019 is expected to be as high as 107.87-137.86. The company's competitiveness in the field of banking solutions (especially big data solutions) has rapidly improved. ;
2. The company recently won the bid for the Postal Savings Bank project, further expanding the scope of domestic customers; at the same time, the company continues to explore overseas markets, and has achieved preliminary results in overseas expansion, with sufficient momentum for continued growth in performance.
Long 43: BYD (002594)
Core logic:
1. The company is one of the leading brands in the domestic new energy vehicle field and is expected to directly benefit in 2020 The domestic new energy vehicle market is recovering;
2. BYD Electronics, a subsidiary of the company, is a world-renowned comprehensive product solution provider for mobile smart terminals. The 5G era is expected to directly benefit from the mobile phone replacement trend of leading manufacturers. .
Dragon 44: Zhongji InnoLight (300308)
Core logic:
1. Although the company’s full-year performance in 2019 is expected to be under pressure, it will come from some The drag on factors such as the slowdown in customer capital expenditures and destocking will gradually improve in the second half of the year, and the overall growth trend of the company remains unchanged;
2. Domestic 5G construction is likely to accelerate in 2020, and 5G front-end The demand for optical communications and back-end application cloud is expected to be strong, and the company is expected to open up greater room for growth.
Dragon 45: Luxshare Precision (002475)
Core logic:
1. The company is one of the leading companies in the domestic 3C field, focusing on connecting wires for a long time , connectors and other electronic product fields, in recent years it has been attaching great importance to R&D investment, and its business expansion prospects are broad;
2. With the advent of the 5G era, the terminal replacement wave of smart wearable devices represented by TWS, etc. With deterministic demand, there is a high probability that the consumer electronics field will usher in huge changes, and upstream core leaders are expected to continue to benefit.
Dragon 46: Jiejia Weichuang (300724)
Core logic:
1. The company has been engaged in the silicon photovoltaic equipment business for many years, and its products cover monocrystalline PERC In the main process fields of PECVD, automation and other specifications required for battery manufacturing, customers include many well-known solar cell manufacturing companies at home and abroad, and the relevant market share leads the industry;
Long 47: Shanghai Electric Co., Ltd. (002463)
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Core logic:
1. The company is expected to achieve a year-on-year increase in net profit attributable to shareholders of 101.6-119.31 in 2019. The main reason is the steady growth of revenue and the improvement of the profit structure. The success of the company's 5G products The company has achieved outstanding results in penetrating the supply chain of major global communication equipment, and its automotive electronics and new energy vehicle-related businesses have also performed well;
2. The company’s position advantage in the consumer electronics industry chain is very obvious, and it is the industry leader Its position is solid, and the market outlook is expected to continue to benefit from 5G dividends and automotive electronics development.
Long 48: Weir Shares (603501)
Core logic:
1. The company has completed the acquisition of 100 shares of Beijing Haowei Technology in 2019 , has since become the leader in domestic image sensors;
2. With the upgrading of consumer electronics products, there is a highly certain incremental demand for image sensors (CIS), and the industry market is expected to continue in the near future. In addition, the electronic core The trend of domestically produced parts and components is controllable, and leading domestic manufacturers with relevant core technology assets are expected to benefit significantly.
Long 49: Changdian Technology (600584)
Core logic:
1. The company is a leading enterprise in the domestic electronic packaging and testing field, and its annual performance in 2019 It is predicted that losses will turn into profits, and the industrial investment income invested by the subsidiary with intangible assets is very considerable;
2. Faced with the boom of multiple factors such as 5G construction, consumer electronics and the Internet of Things, coupled with the domestic electronics and semiconductor field The trend of independent safety and controllability is clear, and the company has taken the initiative to expand production in large quantities to seize the dividends of advanced packaging.
Dragon 50: Shengyi Technology (600183)
Core logic:
1. The company is a leading enterprise in the field of copper clad laminates in China and has recently built a new production base in Ji'an. Further focus on 5G, mid-to-high-end automotive electronics products, etc. With the acceleration of 5G construction and the widespread popularization of smart driving products, the launch of new production capacity in the future will fill the company's growth space;
2. The company is in the high-frequency and high-speed field Production period layout, brushing lines to break the monopoly of overseas companies, the domestic independent and controllable logic in the "nuclear, high-end and basic" field is expected to continue to highlight.
This is the complete version of the Technology 50 vote pool. Please collect this precious information, include it in your own stock selections, and track it in a timely manner.