Complete list of leading stocks in new infrastructure (ranking list)

Complete list of leading stocks in new infrastructure (ranking list)

The new infrastructure is called new infrastructure construction, including the following seven areas: 5G base station construction, UHV, intercity high-speed railway and urban rail transit, new energy vehicle charging piles, big data center, artificial intelligence and industrial Internet. The following small series brings a complete collection of new infrastructure leading stocks, which is of great benefit to you. Let's have a look.

Ranking of leading stocks in new infrastructure projects

Taiyuan heavy industry

The main business of Taiyuan Heavy Industry Co., Ltd. is the general contracting of rail transit equipment, lifting equipment, wind power generation equipment, excavation equipment, marine engineering equipment, coke oven equipment, gear transmission, steel rolling equipment, forging equipment, coal chemical equipment, construction machinery, port machinery, oil film bearings, castings and forgings. Products are widely used in metallurgy, mining, energy, transportation, marine engineering, aerospace, chemical industry, railway and other industries. The main products are roll forging equipment, lifting equipment, mine coking equipment, train axles and wheelsets, oil film bearings, castings and forgings, gear transmission machinery, coal chemical equipment, wind power equipment and complete sets of projects.

Jiao Jian, China

The main business of China Communications Construction Corporation is infrastructure design, infrastructure construction, dredging and equipment manufacturing. In 2020, the company won 2 second prizes for national scientific and technological progress, 2 second prizes for national technological inventions 1 and 34 national quality engineering prizes.

China railway industry

The main business of China Railway Hi-tech Industry Co., Ltd. is turnout business, steel structure manufacturing and installation business, tunnel construction equipment and related services business, and engineering construction machinery business; The company's main products are tunnel construction equipment and related services, engineering construction machinery business, turnout business and steel structure manufacturing and installation business. The company is the most famous equipment manufacturer and comprehensive service provider in the industry. The market share of tunnel construction equipment and related services has remained the first in China for many years, and the production and sales volume has remained the first in the world for three consecutive years from 20 17 to 20 19.

Nuclear construction in China

China Nuclear Industry Construction Co., Ltd. is one of the important contractors of national defense and military engineering in China. It is the enterprise with the longest history, the largest scale and the highest degree of professional integration in the field of nuclear power engineering construction in China. It is the only enterprise in China that has been engaged in nuclear power engineering construction for more than 30 years continuously, and has always been the leading enterprise in nuclear power engineering construction, representing the highest level of nuclear power engineering construction in China. Since 1980s, the company has undertaken the nuclear island project of all nuclear power units in service in China, occupying an absolute dominant position in the industry for a long time. With the installed capacity of nuclear power and the scale of nuclear power under construction in China jumping to the forefront of the world, the company has grown into an internationally renowned nuclear power engineering construction enterprise, which is a competitive advantage enterprise with industry representation in the global nuclear power industry. At the same time, the company is committed to extending the strong engineering construction capability and experience formed in nuclear power engineering construction, actively exploring the industrial and civil engineering construction market, and has undertaken a large number of national key engineering projects in petrochemical, energy, metallurgy, building materials, housing construction, municipal and infrastructure construction and other fields, becoming a brand enterprise with strong influence in industrial and civil engineering fields. The company's engineering quality level is in the leading position in the industry, and it has won a series of honors in the fields of nuclear power engineering and industrial and civil engineering construction. As of the signing date of this prospectus, the company has won 65,438+00 Luban Awards, 69 national quality engineering awards, 64 provincial and ministerial quality engineering awards, 306 national patents and 28 scientific and technological achievements above the provincial and ministerial level. Since 2065, the company and its secondary subsidiaries have undertaken 24 national scientific research projects, 438+065,438+0. Approved the editing of 40 nuclear power industry standards.

Zhonggong high-tech

The main business of Zhonggong High-tech Maintenance Technology Co., Ltd. is highway maintenance decision-making consulting service, production and sales of road condition rapid detection equipment, and development and sales of highway maintenance information system. The company's main products or services are multifunctional road condition rapid detection system (CiCSI), all-terrain road condition rapid detection system (CICSIII), rural road intelligent detection and evaluation system integrated equipment (CiCSIV), multifunctional road condition detection system (CRiS), road total assets management system (CRMS series), regional road network intelligent maintenance system (iRMS series), road maintenance analysis platform (CMAP series) and general road data acquisition software (CMA)

China electric power construction

The main business of China Electric Power Construction Co., Ltd. is project contracting, survey and design, electric power investment and operation, real estate development, equipment manufacturing and leasing. The main products are engineering contracting, survey and design, power investment and operation, real estate development, equipment manufacturing and leasing.

China Railway

China Railway Corporation is a China company mainly engaged in infrastructure construction. The company is also engaged in survey, design and consulting services, engineering equipment and parts manufacturing and real estate development. Its infrastructure construction business includes railway, highway and municipal engineering construction business. Its survey, design and consulting services include railway, bridge, highway and tunnel projects. The company operates in China and overseas markets.

China chemistry

China Chemical Engineering Co., Ltd. is a knowledge-intensive engineering construction enterprise integrating R&D, investment, survey, design, procurement, construction and operation. It is an engineering company with the most complete qualifications, functions, business chain and relatively intensive knowledge and technology in the industry. Its business fields mainly include construction engineering (chemical engineering, infrastructure, environmental management), industry and modern service industry, and its engineering achievements are distributed in all provinces of China and more than 50 countries and regions around the world. Adopt the most advanced delivery technology and tools in the world, provide safe, professional, intelligent and advanced engineering services for the owners, and build world-class modern production devices and facilities.

China Zhongye

MCC Technology Co., Ltd. is a China company mainly engaged in engineering construction-related business. The company's main business includes project contracting, real estate development, resource development and equipment manufacturing. The company's engineering contracting business mainly includes metallurgical engineering, municipal engineering, transportation facilities and urban infrastructure construction. Its real estate development business mainly includes the development and construction of commercial and residential real estate. Its resource development business mainly includes the mining and processing of iron, copper, nickel, lead and zinc. Its equipment manufacturing business mainly includes manufacturing metallurgical equipment and steel structure.

Yinlong stock

Tianjin Yinlong Prestressed Materials Co., Ltd. is mainly engaged in the research, development, production and sales of steel, track slab and equipment for prestressed concrete. Its main products include: steel wire, steel bar, steel strand, track slab, information management system and intelligent manufacturing equipment, etc., which mainly serve the infrastructure construction of railways, water transmission and distribution projects and bridges at home and abroad. The company and its products have successively won the honorary titles of Tianjin famous brand product, Tianjin famous trademark, China well-known trademark and excellent material supplier, and enjoy a high reputation among domestic and foreign customers. The company has a national enterprise technology center, a national laboratory and a national physical and chemical testing center, and has two well-known trademarks of "Yinlong" and "Yuqiao", and has been rated as a national technological innovation demonstration enterprise.

New capital construction leading stock daquan

Construction of 1 and 5G base stations

5G refers to the fifth generation of mobile communication technology, which has the characteristics of high speed, low delay and Dalian connection.

Equipment leader: ZTE

High-speed optical module faucet: CIMC Xu Chuang

The Leader of RF Materials: Yi Sheng Science and Technology

Antenna faucet: flying to xiangrongda.

Optical Communication Leader: Fiberhome Communication

Wireless RF faucet: Shennan Circuit (PCB), Hudian Company (PCB), Dongshan Precision (filter).

Core network leader: Ziguang shares

2.UHV

UHV refers to DC and 1000 kv and above with voltage level of 800 kv and above.

Power equipment leaders: Guodian Nanrui, siyuan electric and Xuji Electric.

Transformer taps: TBEA, china xd and Power Protection Transformer.

High voltage switchgear: Gao Ping Electric.

Energy construction: China can build.

Electric power automation: Sifang shares

3. High-speed railway and urban rail transit

High-speed rail: Beijing-Shanghai high-speed rail, CRRC, China Hao Tong and China Railway Industry.

4. New energy vehicle charging pile

Charging piles are similar to tankers and can charge electric vehicles. With the continuous promotion of electric vehicles, charging piles still have broad prospects.

Charging piles: Zhong Ding, Zhongheng Electric, Goodway, Sunshine Power, TBEA and Shanshan.

5. Big data center

InternetDataCenter, English for Internet data center, referred to as IDC, has a huge industrial chain.

Data Center: Zhongke Shuguang, Massive Data, Data Port, Radio and Television Network, Ke Hua Data and Halo New Network.

Cloud computing: Guanglianda, UFIDA, Jinshan Office, Hang Seng Electronics, Baoxin Software and Ziguang.

6. artificial intelligence

Speech recognition leader: Iflytek

Security leaders: Hikvision and Dahua.

Network security faucet: 360

Chip leaders: Lan Qi Science and Technology, Beijing Zheng Jun

Map navigation faucet: four-dimensional map new

Server Leader: Inspur Information

Donghua Software: the Leader of Medical Informatization

Intelligent robot leader: Ziguang shares

7. Industrial Internet

Industrial Internet is the information infrastructure for the intelligent development of industry.

Industrial Internet: Industrial Fulian, Baoxin Software, UFIDA and Oriental Guo Xin.

What is the Infrastructure Unit?

Capital construction stocks refer to the stocks of capital construction listed companies.

Capital construction refers to the expansion and reproduction of fixed assets carried out by various departments of the national economy to develop production areas, that is, the floorboard of construction, purchase and installation carried out by various departments of the national economy to increase production areas.

For example, the new construction, reconstruction, expansion and restoration of roads, railways, bridges and various industrial and civil buildings, as well as the purchase and installation of machinery and equipment, vehicles and ships and related work are all called capital construction.

There are many infrastructure stocks in A shares, such as Chengdu Luqiao (002628), Chongqing Construction Engineering (600939), Shandong Luqiao (000498), Sany Heavy Industry (60003 1), Chang Lin (6007 10) and Northwest Bearing (000595).

Extended data:

More than RMB 300 million has been invested in nine key areas to raise 65,438+00 infrastructure stocks:

A few days ago, the General Office of the State Council issued the Guiding Opinions on Filling Shortcomings in Infrastructure, which clearly stated that we should focus on the shortcomings in nine key areas, such as tackling poverty, railways, highways and waterways, airports, water conservancy, energy, agriculture and rural areas, ecological environmental protection and people's livelihood, and accelerate the construction of major projects that have been included in the plan.

Analysts believe that the impact of infrastructure shortcomings is all-round, which will not only affect the adjustment of relevant policies of the state and local governments, but also have a profound impact on the investment and financing, production and operation behavior of enterprises, and include many outstanding enterprises in many industries. The A-share market will also be the beneficiary of this policy.

Driven by this favorable policy, according to statistics, in the secondary market, the overall increase of the infrastructure sector reached 0.73% yesterday. Among the 67 infrastructure stocks in this sector, 36 stocks rose. Among them, two stocks, Zhongdi Investment and Jiaxun Hong Fei, had daily limit, while three stocks, Xinbeiyang (4.65%), Wangyuangu (4.57%) and Inner Mongolia Yiji (3.4 1%), rose more than 3%.

In addition, Xinzhu, east china numerical control, Guangsha Communication, Guangdian Express, Gaozheng Civil Explosion, CRRC, South Huitong and other stocks also performed well, with the increase exceeding 1%. The good market performance of the plate is inseparable from the pursuit of large single funds at the opening. According to statistics, there were 37 infrastructure stocks in the plate yesterday to realize the net inflow of large single funds.

Among them, CRRC (63,882,500 yuan), Inner Mongolia No.1 Machinery (55,479,300 yuan), China Jiao Jian (47,763,900 yuan), China Railway (30,324,800 yuan), Oriental Yuhong (29,556,600 yuan) and Jiaxun Hong Fei (more than 22,375,438 yuan).

China Railway Construction (19,042,900 yuan), Fuan shares (18,307,200 yuan) and Daqin Railway (12,807,500 yuan) 10 infrastructure shares were sought after by large single funds for more than/kloc-0,000 yuan, totaling. In addition, there are shares of Masteel (9,896,800 yuan), guangzhou-shenzhen railway (965,438+066,5438+0600 yuan) and Yinjiang (8,996,438+0200 yuan).

The net inflow of six capital construction stocks, including Zhongdi Investment (8,389,500 yuan), Liyuan Refining and Chemical (7,905,900 yuan) and Ding Tong Internet (7,205,800 yuan), exceeded 7 million yuan. In terms of performance, among the above 67 listed companies, * * * 43 companies achieved a year-on-year increase in net profit of 20 18 in the third quarter, accounting for 64. 18%.

It is worth noting that Century Riel (534.33%), Tianye Tonglian (15 1.74%), Xinzhu (1 16.29%) and Maanshan Iron and Steel Co., Ltd. (103. After further combing, it is found that 20 listed companies have disclosed the performance forecast of 20 18 annual report, and the number of companies with good performance has reached 1 1.

Among them, the annual net profit of Boshen Tools (140.00%), Gaomeng New Materials (123.90%) and Brilliant Technology (1 19.77%) is expected to double year-on-year. In addition, five companies, including New Beiyang, Tielong Logistics, Axis Research Technology, Xinzhu and Oriental Yuhong, expect their net profit to increase by 50% or more during the reporting period.

For Boshen Tools, the company expects the net profit attributable to shareholders of listed companies from 20 18 to 20 18 February to be 97,050,800 yuan to122,590,400 yuan, which is 90% to1400 yuan compared with the same period of last year. Reasons for performance change: Last year, the company only merged the net profit of Jinniu Grinding10-February 20 17 165438.

This year, Jinniu Grinding has been fully incorporated into the scope of the company's merger, and the company's operating income and net profit have increased significantly compared with the previous year. In terms of institutional rating, * * * 265,438+0 infrastructure stocks were recently given favorable ratings such as "buy" or "overweight" by institutions. Among them, six infrastructure stocks, namely Oriental Yuhong, Tielong Logistics, Maanshan Iron & Steel Co., Ltd., guangzhou-shenzhen railway, Daqin Railway and New Beiyang, were favored by institutions during the period.

The number of institutions optimistic about the rating is 5 or more. For Oriental Yuhong, which has the largest number of rating agencies, Ping An Securities said that as a leading enterprise in the building waterproof industry, Oriental Yuhong will maintain steady growth due to the super execution and efficient management of the management. In addition, in the context of accelerated integration of the waterproof industry, the company's market share is expected to continue to increase in the future.