The new infrastructure, all known as the new infrastructure construction, mainly contains the following seven major areas: 5G base station construction, ultra-high voltage, intercity high-speed railroads and urban rail transit, charging piles for new energy vehicles, big data centers, artificial intelligence, and industrial Internet.
As an important development direction of the 14th Five-Year Plan, investors should also pay close attention to these areas to follow the country's development strategy.
Small from the A-share more than 5,000 listed companies screened the following leading stocks for your reference.
1, 5G base station construction
5G refers to the fifth generation of mobile communication technology, with high speed, low latency, large connection and other characteristics.
Equipment leader: ZTE Corporation
High-speed optical module leader: intermediate Xuchuang
RF material leader: Sangyi Technology
Antenna leader: Feirongda
Optical communications leader: Fiberhome
Wireless radio frequency leader: Shennan Electric Road (PCB), Hudian shares (PCB), Dongshan Precision (filter)
Core network leader: ZiGuang
2, ultra-high voltage
Extra-high voltage, refers to ± 800 kilovolts and above the direct current and 1000 kilovolts and above the voltage level of alternating current.
Power equipment leader: Guodian Nanrui, Siyuan Electric, Xuji Electric
Transformer leader: TBEA, China Xidian, Baochang Electric
High-voltage switchgear: Pinggao Electric
Energy construction: China National Energy Construction
Electric power automation: Sifang shares
3, high-speed railroads and city Rail transportation
High-speed rail: Beijing-Shanghai high-speed rail, China Railway, China Railway, China Railway Industry
4, new energy vehicle charging pile
Charging pile is similar to the gasoline dispenser, which can be used for charging the electric vehicles. With the continuous promotion of electric vehicles, charging piles still have a broad prospect.
Charging piles: Zhongding shares, Zhongheng Electric, Goodway, Sunny Power, TBEA, Sugo shares
5, big data center
Internet Data Center, Internet Data Center in English, or IDC for short, there is a huge industrial chain.
Data Center: Dawning of China Science and Technology, massive data, data port, radio and television networks, Kehua data, halo new network
Cloud Computing: Guanglianda, UFIDA, Kingsoft Office, Hengsheng Electronics, Baoxin software, Ziguang shares