Which of the 5g concept stocks are the real leaders?

Which of the 5g concept stocks are the real leaders?

Mobile Internet stock leaders include Tencent, Alibaba and JD.COM. These companies have a broad user base and strong platform strength in the field of mobile Internet. When choosing the leading stocks of mobile Internet, investors can consider the user scale of these companies and which of the 5g concept stocks brought by the following small series are the real leaders. I hope you like them.

Which of the 5g concept stocks are the real leaders?

The fifth generation mobile communication technology (5g) is a new generation broadband mobile communication technology, which has the characteristics of high speed, low delay and large connection. It is a network infrastructure to realize the interconnection between man-machine and things. The International Telecommunication Union (ITU) has defined three kinds of 5g application scenarios, namely, Enhanced Mobile Broadband (embB), Ultra-high Reliability and Low Delay Communication (urllc) and Mass Machine Communication (mmtc). Enhanced Mobile Broadband (embB) mainly aims at the explosive growth of mobile Internet traffic, and provides a more extreme application experience for mobile Internet users. Ultra-high reliability and low delay communication (urllc) is mainly used in vertical industries that need high delay and high reliability, such as industrial control, telemedicine and autonomous driving. Mass Machine Communication (mmtc) is mainly used in smart cities, smart homes, environmental monitoring and other applications that aim at sensing and data collection.

1. In order to meet the needs of diversified application scenarios of 5g, the key performance indicators of 5g are more diversified. ITU defines eight key performance indicators of 5g, among which high speed, low delay and large connection become the most prominent features of 5g.

2. The user experience rate is 1Gbps, the delay is as low as 1ms, and the user connection capacity is 1 10,000 connections /km2. Since the opening of the first 5g test site in Shenzhen on June 20 17 and 10, the development of the 5g industrial chain has advanced rapidly. 20 18 June, 3GPP released the first 5g standard (release- 15), which supports 5g independent networking and focuses on enhancing mobile broadband services.

3. In June 2020, the release- 16 version standard was released, focusing on supporting low-latency and high-reliability services, and supporting applications such as in-vehicle 5g Internet and industrial Internet. The release- 17(r 17) version standard will focus on differentiated IOT applications and medium and high-speed large-scale connections. It is scheduled to be released in June 2022.

As a new type of mobile communication network, 4.5g should not only solve the communication between people, but also provide users with more immersive extreme business experiences such as augmented reality, virtual reality and ultra-high definition (3D) video, and also solve the communication between people and things to meet the needs of Internet of Things applications such as mobile medical care, car networking, smart home, industrial control and environmental monitoring. Finally, 5g will penetrate into various industries and fields of the economy and society, and become a key new infrastructure supporting the digital, networked and intelligent transformation of the economy and society.

What are the stocks about the mobile Internet?

Starnet Ruijie (002396) is the leading enterprise of enterprise-level network equipment manufacturers in China: the company ranks first among domestic manufacturers in the enterprise network market with a market share of 8. 1%, and currently ranks fourth among mainstream equipment manufacturers in the financial industry with a market share of 7%; In the field of education, the company ranks first in the education industry with a market share of about 30%.

ZTE Corporation (000063) focuses on the integration of telecommunication network equipment and systems. It is the largest CDMA system supplier in China and one of the largest CD-MA equipment manufacturers in China, and its products are sold overseas. ZTE is one of the two largest network hardware manufacturers in China. Its products include wireless communication, wired communication, data/optical fiber equipment and mobile phones, as well as services/software. The company occupies a leading position in China's domestic market share.

Fiberhome Communication (600498) Fiberhome Communication is the only communication industry manufacturer listed in A-share market at present, which integrates communication equipment, optical cables, optical fiber preforms, network data products and box products. In the domestic market, the company successfully realized the market layout of the new generation of network products in mainstream operators, and the main products were successfully selected in the centralized procurement of operators, and the market share increased steadily.

Tianyu Information (300205) successfully won the bid for wireless city construction projects in many provinces and cities across the country, and became one of the leading enterprises in wireless city operation and service.

National Technology (300077) At present, China Mobile is competing with China Telecom, China Unicom and UnionPay to become the maker of future national standards for mobile payment. If China Mobile adopts 2.4G technology in the field of mobile payment, National Technology will become the exclusive chip supplier of China Mobile.

Business treasure (002095) business treasure is a leading third-party B2B e-commerce platform in China. The company plans to invest and set up a wholly-owned subsidiary in Hangzhou to operate the Internet payment business of non-financial institutions.

The mobile internet card-less mobile payment jointly invented by Zhongke Jincai (002657) Co., Ltd. and China UnionPay has obtained a patent for utility model, which has passed the preliminary examination and is in the announcement stage. At present, Zhongke Commerce, a wholly-owned subsidiary, mainly provides relevant solutions and operational support services for the mobile e-commerce market. It is expected that the revenue of mobile e-commerce will show explosive growth in the future, which is expected to become a new performance growth point.

Hublot Co., Ltd. (002 104) signed a strategic cooperation agreement with Zhongke Long Ze Information Technology Co., Ltd. and an agreement to establish a joint laboratory of wireless broadband and intelligent mobile storage technology in Beijing. * * * They are committed to promoting the large-scale application of MIC series products in the communication industry and seizing the high ground of the rapidly developing mobile Internet business.

Eastcom Heping (0020 17) (a wireless network listed company) is a leading enterprise in the domestic telecom smart card industry, and its products cover the whole telecom smart card field. At present, the company has provided a small number of 3G card products to China Mobile. In addition to ID cards, the company also has RFID electronic tags, contactless card readers and professional wireless POS read-write terminals.

The mobile payment and EMV migration in the new capital (300 130) provide new growth impetus for the company: the continuous outbreak of new demand points provides sufficient impetus for the POS terminal market. The rapid popularization of mobile payment will drive the product sales of related POS terminal manufacturers. The central bank's guidance on promoting the application of financial IC cards will further drive the update demand of POS terminals.

What are the leading stocks of cloud computing stocks?

1. List of leading enterprises in cloud computing concept 360 (600 198): Longhe Datang Telecom has industrial advantages in information and communication, security technology, chip design, software platform, integrated applications, one-stop solutions and other related independent intellectual property rights. At the same time, it has rich technical accumulation and competitive advantages in the fields of trusted identification chip, automotive electronic chip, intelligent terminal chip, Internet of Things connection chip, information security and service, intelligent terminal overall solution based on cloud computing/big data technology, Internet of Things core platform and mobile Internet application platform, smart city, industry informatization and so on. The net profit in 2020 is 2,965,438 million yuan+300 million yuan. On August 3, 360 opened at 12.23 yuan, but closed at 12.26 yuan, a decrease of 0.33%. The highest price on that day was 12.42 yuan, and the lowest price was 12. 17 yuan, with a total market value of 87.602 billion yuan.

2.ST Datang (60 1360): Leading stock, building a cyberspace security research and development center, upgrading and expanding system security, network security and Internet of Things (Internet of Everything) security research and development, keeping up with the current development trends of cloud computing, artificial intelligence, big data and industrial Internet, and enhancing 360' s independent innovation ability and research and development strength in security; The second is to expand the field of security business. In 2020, the company achieved a net profit of-65.438+36.4 million yuan, with a compound growth rate of -6.39% in recent five years and earnings per share of -654.38+0.5465.438+0 yuan. On August 3rd, Beijing time, st Datang opened at 7.43 yuan, down 0. 14%, and the latest price was 7.42 yuan. The highest price on that day was 7.65 yuan, and the lowest price was 7.37 yuan, with a turnover of 85,000 yuan and a total market value of 6.545 billion yuan. Convinced (000 100): Leading companies use cloud computing and big data analysis technologies to build a massive Internet user asset management platform based on various intelligent terminals and vertical applications. In 2020, the company achieved a net profit of 809 million yuan, a year-on-year increase of 6.65%, a return on net assets of 16.56%, a gross profit margin of 69.98% and earnings per share of 20 100 yuan. Looking back at the latest news on the evening of August 3rd, I am convinced that the stock closed at 249.35 yuan yesterday, up 4.02% to 259.38 yuan as of 15.

3.TCL Technology (300454): Leading Shares is a company focusing on information security, cloud computing and enterprise-level wireless related products and solutions, and is committed to providing innovative IT infrastructure and network security solutions for corporate customers. The company achieved a net profit of 4.388 billion yuan in 2020, a year-on-year increase of 67.63%; The return on net assets is 13.75%, the gross profit is 13. 1%, and the earnings per share is 0.3366 yuan. TCL Technology's share price fell by 2.47% to 7.49 yuan today, with a market value of 1.050438+0 billion yuan. The highest intraday share price was 7.64 yuan, and the lowest was 7.45 yuan, with a turnover of 2,647,700 lots.

What are the leading stocks of mobile Internet stocks?

Internet stocks include: Jinzhi Technology 002090, Guomai Technology 002093, 3D Communication 002 1 15, etc.

Jinzhi Technology originated from Southeast University, a century-old prestigious school in China, and was established in 1995. Its headquarters is located in Jiangning Economic and Technological Development Zone. In 2006, Jinzhi Technology was successfully listed on Shenzhen Stock Exchange with the stock code of 002090.

Guomai Technology, founded in 1996, is one of the pioneers and industry standard setters in China telecom operation and maintenance outsourcing market. Since its establishment, the company has focused on the positioning of third-party telecom outsourcing service providers, and is committed to providing customers with standardized, complete and rich communication service solutions that span multiple equipment manufacturers and multiple product lines. The telecom operation and maintenance outsourcing market has experienced the evolution from the embryonic exploration period to the vigorous development period.

Sanwei Communication Co., Ltd. was established in May, 1993. It is a national key high-tech enterprise, a national enterprise technology center, an international mainstream mobile communication network construction provider and an integrated mobile Internet information service provider. It is committed to providing domestic and foreign customers with professional products and operational services in the fields of wireless coverage, wireless security, wireless network, industrial Internet of Things, communication facility leasing, satellite communication and Internet content marketing business.

What are the leading stocks in the Internet sector?

1360 (60 1360)

1. Internet leading stocks, build a cyberspace security research and development center, upgrade and expand the research and development of system security, network security and IOT security, keep up with the current development trends of cloud computing, artificial intelligence, big data and industrial Internet, and enhance 360' s independent innovation ability and research and development strength in security.

2. In terms of quick action ratio, from 20 17 to 2020, it will be 3.02%, 3.76%, 4.66% and 4. 15% respectively. One of the few Internet companies with large-scale search engines in China, "360" has become a well-known brand in the field of Internet and Internet security in China;

3. Based on Internet security, the company provides 360 security guards, 360 antivirus, 360 security browsers, 360 mobile assistants and a series of all-round security application products;

4. Mainly engaged in the research and development of Internet technology (especially Internet security technology) and the design, research and operation of network security products, as well as commercial services such as Internet advertising and services, Internet value-added services and intelligent hardware services based on network security products; By the end of 20 17, the market share of 360 technology PC security products was 95.66%.

5. Judging from the compound growth rate of net profit in recent five years, the compound growth rate of net profit in recent five years is 1 1.69%, and the lowest net profit in recent five years is 20 16187,200 yuan, and the highest is 5.98 billion yuan of 20 19.

Second, Sanqi mutual entertainment (002555)

1. Internet leading stock, the company focuses on R&D-based cultural and creative business, distribution and operation of mobile games and web games, and at the same time lays out 5G cloud games, movies, music, animation, VR/AR, cultural health industry, Internet children's education, social entertainment and other fields.

2. Judging from the compound growth rate of net profit in recent five years, the compound growth rate of net profit in recent five years is 26.74%, and the lowest net profit in recent five years is 65.438+0009 billion yuan in 2065.438+08, and the highest is 276.5438+009 billion yuan in 2020.

Third, Sanqi mutual entertainment

1. Internet leading stocks. 65438+February 10 news, Sanqi mutual entertainment as of 13: 49, the stock price rose by 0.32% to 25.04 yuan; Within five days, the stock price rose by 5 17%, with a market value of 55.225 billion yuan.

2. In terms of quick action ratio, from 20 17 to 2020, it will be 2.54%, 2. 1%, 2.44% and 1.29% respectively. ESTSOFT's main business includes providing PC users with many daily software services, network storage services and operating Internet search portals. More than 90% PC users in Korea are using the company's software products.