Core objectives of seven major areas of new infrastructure (with detailed explanation)

(1) communication base station construction

ZTE Corporation (abbreviation of ZTE Telecom Equipment Corporation)

Basic knowledge:

The company is one of the top five mobile communication equipment vendors in the world, and it is also the earliest enterprise with high R&D investment, leading standards and technology. The net profit in the first quarter was 22170,000 yuan, the earnings per share was 0.47 yuan, the net assets per share were1.10 yuan, and the dynamic price-earnings ratio was 12.70.

Technical aspects:

At present, there has been an obvious stop signal at the bottom, the transaction volume is gradually enlarged, and the fundraising action is obvious, and the reasonable support interval is 20-22;

Institutional position:

Among the top ten tradable shareholders, Northbound Capital holds over 830 million shares, Huijin holds 42 17 1500 shares, and other financial institutions hold over 27 million shares.

Other positive goals in the field of base station construction include:

Lux, Dongshan Precision, Wen Tai Science and Technology, Shennan Circuit, South China University of Technology, etc.

(2) UHV (Smart Grid)

TBEA

Comments: The company is one of the largest manufacturers of high-voltage transformers and wires and cables in China, and is in a leading position in the field of high-voltage, large-capacity and DC converter transformers of 500KV and above. At present, it has taken the lead in breaking through the annual line and is expected to step out of the independent trend; In terms of institutional positions, Xinjiang Honglian Venture Capital Co., Ltd. holds 254 million shares, Northbound Capital holds 77 16 1 10,000 shares, and E Fund and other seven wealth management funds all hold 2 1902 1 10,000 shares.

The main objectives in the field of UHV are:

TBEA, Xuji Electric, Guodian Nanzi, etc.

(3) Intercity high-speed rail and urban rail transit

Chinese architecture

Basic knowledge:

The company is the largest engineering contractor in the world; It has an absolute position in the fields of high-speed rail, intercity railway, urban rail transit, municipal roads and public service facilities in large cities; The net profit in the first quarter was 65.438+0.292 billion yuan, up 654.38+07.55% year-on-year, the earnings per share was 0.365.438+0 yuan, the net assets per share was 8.27 yuan, and the dynamic P/E ratio was 4.80.

Institutional position:

Among the top ten tradable shareholders, Northbound Capital holds 65.438+0.709 billion shares, securities companies hold 65.438+0.258 billion yuan, Huijin Company holds 583 million shares, social security fund holds 65.438+0.2 billion shares, and other financial institutions hold more than 65.438+0 billion shares.

Urban rail transit related industry objectives mainly include:

China Construction, China Railway Construction, China CRRC, China Railway, Jinyi Industry, Jinxi Axle, etc.

(4) Charging piles for new energy vehicles

Teruide

Basic knowledge:

The number of charging piles in the company ranks first in the country, and the charging operation has realized the deep integration of people, vehicles, charging equipment, energy and data oriented to the charging network ecology and excellent platform operation capability; The net profit in the first quarter was 6.5438+0.708 million, and the net assets per share was 5.80 yuan;

Institutional position:

Among the top ten tradable shareholders, Northbound Capital holds 38.678 million shares, Social Security Fund 503 holds160,000 shares, and other financial institutions hold more than 3.8 million shares;

The main objectives in the field of charging piles are:

Terry De, Ji Xu Electric, china baoan, Shanshan, etc.

(5) Big data center

Langchao electronic information industry co., ltd

Basic knowledge:

The company is the largest server manufacturer in China and the leading server manufacturer in the world. Provide a professional and efficient computing platform for cloud computing, artificial intelligence, big data, 5G and other application scenarios. The net profit in the first quarter was 334 million yuan, the earnings per share was 0.23 yuan, the net assets per share was 9.83 yuan, and the dynamic P/E ratio was 27.20.

Institutional position:

Among the top ten tradable shares, Northbound Capital holds 33.5245 million shares, Social Security Fund10138,600 shares, and other financial institutions hold more than 7.5 million shares.

The main objectives of the data center field are:

Inspur Information, Baoxin Software, Halo New Network, Oriental Guo Xin, etc.

(6) artificial intelligence

iFLYTEK

Basic knowledge:

The company is the world's leading intelligent voice technology enterprise; In addition, the company is deeply involved in many frontier fields such as face recognition, digital twinning, robotics and artificial intelligence. The net profit in the first quarter was 6,543.8+0.65,438+0.08 billion yuan, and the net assets per share was 7.29 yuan;

Institutional position:

Among the top ten tradable shareholders, Northbound Capital holds17.8 million shares, Huaxia Life Wealth Management Products holds17.8 million shares, and other institutions and individuals hold more than 27 million shares.

The core objectives in the field of artificial intelligence are:

Iflytek, HKUST Intelligent, Robot, Hikvision, Zhongke Information, etc.

(7) Industrial Internet

Baoxin software

Basic knowledge:

The company is a leading R&D and application enterprise in China industrial software industry, which mainly includes three business modules: software development, service outsourcing and system integration equipment. The net profit in the first quarter was 455 million yuan, up 65,438+02.68% year-on-year, with earnings per share of 0.30 yuan, net assets per share of 6.26 yuan and dynamic price-earnings ratio of 40.76.

Institutional position:

Among the top ten tradable shareholders, Northbound Capital holds 92.4574 million shares, and other domestic and foreign institutions hold more than 5.5 million shares.

The main objectives in the field of industrial Internet are:

Baoxin Software, UFIDA, Gigabit, Shanghai Steel Union, etc.