What are the new infrastructure stocks in A-shares?

What are the new infrastructure stocks in A-shares?

New infrastructure, the full name is new infrastructure construction, mainly includes the following seven major areas: 5G base station construction, ultra-high voltage, and intercity high-speed railway and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet. Let’s take a look at the analysis of new infrastructure stocks in A-shares!

What is “new infrastructure”?

"New infrastructure" is the abbreviation of new infrastructure construction. It refers to the digital transformation that is guided by new development concepts, driven by technological innovation, based on information networks, and oriented to the needs of high-quality development. , intelligent upgrade, integrated innovation and other services infrastructure system.

What is the role of “new infrastructure”?

"New infrastructure" mainly includes seven major directions, including 5G infrastructure, UHV, intercity high-speed railway and intercity rail transit, new energy vehicle charging piles, big data centers, artificial intelligence and industrial Internet, involving Many industrial chains. It can spawn new business formats, cultivate new factors, open up new markets, and empower China's economy in the future.

Analysis of new infrastructure stocks in A shares

Tuowei Information (002261): The company has formed a complete business system covering 2G to 2.5G and quasi-3G communication networks and is operating The value-added service column is divided into five categories according to content: mobile animation, mobile SI, platform support, functional and general categories. It operates for telecoms such as China Mobile and China Unicom through SMS, WAP, MMS, IVR and other access methods. It provides services to commercial end-users and is one of the value-added service providers with the most complete range of services in China.

Yangtze Communications (600345): The company is mainly engaged in the research and development, production and sales of communication electronics and related equipment. Its products include optical transmission equipment, access network equipment, optical fiber cables, base station radio frequency cables, etc. The company holds a 25% stake in YOFC Optical Fiber and Cable Co., Ltd.

Zongheng Communications (603602): Hangzhou Zongheng Communications Co., Ltd. (stock code: 603602) was established in 2006 and listed on the main board of the Shanghai Stock Exchange in 2017. After years of accumulation, the company has formed a complete technical and management support platform, with a full service system including base station installation engineering services, indoor distribution system technical services, comprehensive access technical services and network maintenance services.

Fiberhome Communications (600498): The company is one of the major equipment suppliers and comprehensive telecommunications solution providers for China’s communications infrastructure construction. Its annual sales of optical cables exceed 2 million kilometers, ranking second in the industry, and FTTH The product has become a leading brand in the market; the OSP product line has become the leader of FTTx line technology and the industry standard setter in the Chinese industry. This product enables the company to become a complete FTTH solution that is different from a single FTTH equipment supplier or a single fiber optic cable supplier. Solution provider with the ability to develop and participate in 5G industry chain operations.

China Taiyue (300002): The company has basically formed a business structure focusing on operation and maintenance management and the Internet field. In the field of operation and maintenance management, it mainly provides overall IT operation and maintenance management solutions to large and medium-sized enterprises and government departments in domestic telecommunications, finance, energy and other industries.

Monternet Group (002123): Montnets Group stated on the interactive platform on the afternoon of September 29, 2017 that the Internet of Things business is one of the company’s existing important businesses and has cooperated with SF Express and other companies. Currently, More applications are being explored with existing customers. In addition, the company is mainly engaged in cloud communications and has already laid out 5G services, such as video and traffic, and will continue to increase investment and expansion in 5G services in the future.

Fibocom (300638): The company is mainly engaged in the design, R&D and sales services of wireless communication modules and communication solutions in the application industry. Its main products include wireless communication modules and Communication solutions based on its industry applications, etc.

Zhongjia Bochuang (000889): Subsidiary Changshi Communications and Warburg Pincus signed the "Micro Base Station Communication Infrastructure Project Cooperation Agreement" on February 21, 2019. Changshi Communications passed the request to the operator Or the tower company obtains the micro base station site or tower construction and services. Changshi Communications is a third-party network technology service provider with cross-regional and comprehensive operation and maintenance capabilities.

Meige Intelligence (002881): The company’s main business is Internet of Things technology development services, intelligent terminal product design and development, and precision component manufacturing of mobile intelligent terminals. Its main products are Internet of Things technology development services, based on System solutions for IoT networking technology, 4G communication modules and smart terminals, and precision components.

Feilihua (300395): The main supplier of quartz auxiliary materials for Asian fiber optic rod manufacturers; it has established long-term strategic cooperative relationships with major domestic and Asian fiber optic rod manufacturers.

8 potential leaders in "new infrastructure"

1. Jinyi Industrial Co., Ltd.

Jinyi Industrial Co., Ltd. is mainly engaged in the research of various types of fasteners And develop, produce and sell various types of fasteners, railway fasteners, hardware products, precision wires, automated storage equipment, rails and other products. The company is a leading enterprise in the domestic fastener industry and one of the largest fastener manufacturers in the world. After years of development, the company has accumulated rich experience in fastener production, research and development, distribution and other fields.

2. Hua Pengfei

The main business of Hua Pengfei Co., Ltd. is smart IoT services, integrated logistics services, supply chain services, and geographical information mapping services. The main products include integrated logistics services, smart mobility services, surveying, mapping and data products and supply chain businesses.

3. Aerospace development

The main business of Aerospace Industry Development Co., Ltd. is electronic information technology and is committed to military and civilian industries. The company's main products are digital blue army and blue army equipment products, marine information equipment products, new generation communication and command equipment products, cyberspace security products, and microsystem products. The companies affiliated to the company have long been engaged in the scientific research and production of military products, have complete military qualifications, and have participated in more than 50 national military standards and engineering industry standards. They have formed a quality control system that covers all aspects of research, production, and sales, and have obtained a number of domestic advanced products. level of major scientific and technological achievements.

4. Huihuang Technology

Henan Huihuang Technology Co., Ltd.’s main business is the research and development, production, sales, installation and maintenance of high-end rail transit equipment. The company's products are mainly equipment monitoring products: including signal centralized monitoring and subsystems, snow melting systems, signal maintenance support systems, turnout gap monitoring, turnout comprehensive monitoring, electrical equipment dynamic monitoring and analysis systems, etc.; security products: including railway disaster prevention Safety monitoring system, railway comprehensive video monitoring system, urban rail comprehensive monitoring system, power environment monitoring, etc.

5. Weixing Intelligence

Zhejiang Weixing Intelligent Instrument Co., Ltd. is committed to providing the research and development, production and sales of intelligent metering terminals and gas management system platforms for the urban gas industry. The company's products mainly include IC card smart gas meters and their control devices, remote gas meters and electronic gas meters. The company is jointly recognized as a high-tech enterprise by the Zhejiang Provincial Department of Science and Technology, the Department of Finance, the National Taxation Bureau and the Local Taxation Bureau. It is a provincial high-tech research and development center, and is also a member of the Zhejiang Provincial Local Taxation Bureau, the National Taxation Bureau, and the Economic and Information Technology Commission. , the Zhejiang Provincial Enterprise Technology Center jointly recognized by the Department of Finance and the Customs, and the company's gas smart meter engineering laboratory was recognized as a provincial engineering laboratory (engineering research center) by the Zhejiang Provincial Development and Reform Commission.

6. Xintian Technology

Xintian Technology Co., Ltd.’s main business is comprehensive Internet of Things solutions in the fields of water, electricity, gas, heat and other smart public utilities. Customers in the business field provide comprehensive solutions integrating data collection terminals, communication gateways, software systems and cloud platform services. The main products include Internet of Things civil smart water meters, smart gas meter metering and monitoring systems, industrial and commercial water smart metering and monitoring systems, smart heating systems, smart water systems, smart agricultural water-saving systems and cloud platform services.

7. Ningshui Group

Ningbo Water Meter (Group) Co., Ltd. is mainly engaged in a series of various smart water terminal equipment and smart water big data services with smart water meters as its core products. R&D, production and sales of systems and platforms, and is committed to becoming a provider of integrated solutions for smart water services. The company received the "21 China Brand Value Evaluation Result Notice (Brand Strength 901, Brand Value 15·59 Trillion Yuan)" awarded by the China Brand Building Promotion Association, further establishing a good brand image.

8. Kangni Electromechanical

The main business of Nanjing Kangni Electromechanical Co., Ltd. is the research and development, manufacturing and sales of rail transit systems and the provision of supporting products and technical services for rail transit equipment. Mainly including rail transit products, new energy automobile parts, and traditional automobile parts. The company broke through the traditional locking model of "source" and "lock" in the locking of automatic rail vehicle doors, invented the technology of "variable lead driving and locking" of automatic rail vehicle doors, and pioneered the technology of automatic rail vehicle doors. The core technology of door "locking without lock".

What are the leading stocks in large infrastructure stocks

China National Nuclear Engineering Corporation (601611), Shandong Luqiao (000498), Hongrun Construction (002062), Longjian Holdings (600853), Tengda Construction (600512), Guangdong Hydropower (002060), Huajian Group (600629), Ningbo Construction Engineering (601789), Gan Consulting (000779), and Anhui Construction Engineering (600502).

Large infrastructure refers to: the new construction, reconstruction, expansion, and restoration of buildings and other projects, such as highways, railways, bridges, and various industrial and civil buildings, as well as the purchase and installation of machinery, equipment, vehicles, and ships and related work can all be called infrastructure, and infrastructure stocks are listed companies with these as their main businesses.

Infrastructure is divided into new infrastructure and old infrastructure. Old infrastructure includes traditional building materials, construction, real estate, etc. New infrastructure is relatively broad, mainly including 5G base station construction, ultra-high voltage, intercity high-speed railway and urban rail transit, electric vehicle charging piles, big data centers, artificial intelligence, cloud computing, Internet of Things, etc.

Because of the epidemic, policies will need to focus on economic recovery, and infrastructure will become an effective means to underpin the economy. The infrastructure sector welcomes short-term layout opportunities.

A-shares are undergoing adjustments today, with the Shanghai Stock Exchange Index falling 0.83, the ChiNext Index plunging 4.66, and infrastructure stocks collectively erupting today. The large infrastructure sector has risen strongly today. Xinjiang Communications Construction, Hongrun Construction, Tengda Construction, Communications Construction Co., Ltd., Shandong Road and Bridge, CAMC International, etc. collectively rose to the limit. MCC, China Communications Construction, China Power Construction, China Construction Engineering Corporation, etc. also performed. Eye-catching.

The reason is that due to the epidemic, policies will need to focus on economic recovery. "Easy finance, loosen money, loosen real estate, and increase infrastructure" will become an effective means to support the economy. As the epidemic gradually eases, various regions have lifted the first-level response, and the economic focus has returned to work and production.

Therefore, reflected in the stock market, infrastructure stocks are facing short-term layout opportunities. Of course, this is limited to short-term opportunities, and we are not optimistic about long-term opportunities. In the long-term, we are more optimistic about the concept of "new infrastructure" represented by 5G, Internet of Things, charging piles, etc.