Segmentation of Big Science and Technology Industry and Track Leader (Part Two)

In the article "Segmentation of Big Technology Industry and Track Leader" (I), we have already talked about the following four categories of big technology industry, and this article continues to sort out the remaining six categories.

New energy and environmental protection.

New energy and environmental protection are the red stars of 20021,because the proposal of "carbon neutrality" makes clear the main line of development in the next 50 years.

Getting rid of and replacing oil energy not only reduces carbon emissions, but also gets rid of dependence on oil, which plays an important role in releasing the shackles of old oil countries.

New energy, that is, clean energy, mainly refers to solar energy, wind energy, hydropower, nuclear power generation and biomass energy utilization; Environmental protection mainly includes atmospheric treatment and solid waste treatment.

Solar energy, that is, photovoltaic, has been demonstrated in detail in the article "My Opinion on Investment in Photovoltaic Plate" before.

At present, hydropower and nuclear power plant technologies in China are relatively mature. Although the application scenarios of wind power generation are limited, since the first half of 2020, there have been 30 offshore wind power projects, with the construction growth rate ranking first in the world.

The plate of atmospheric governance has always been relatively low-key, and it may be that the results of atmospheric governance are too invisible to touch.

In the solid waste industry, we have analyzed Weiming Environmental Protection: the performance expectation of deterministic increase, and the relevant contents are not repeated here.

06 warehousing logistics.

The reason why warehousing logistics is classified as science and technology is mainly because modern warehousing logistics is not only simple storage and transportation, but also tends to develop from automation to high flexibility automation, high density, paperless and automation of picking operations, digitalization and networking, transparency and predictability, and intelligence.

Efficient warehouse management can even save 85% warehouse space and reduce 65% operating costs.

Warehouse ecosystem can be divided into four categories, namely material handling system, autonomous mobile robot, automatic identification and data acquisition system (AIDC) and warehouse management system (WMS).

From the list of the top 50 warehousing automation enterprises recently released by LogisticsIQ, it can be seen that all the leading benchmark enterprises in the world have entered the list, and there are many scientific and technological enterprises in China, such as Kato Robot, Song Xin, Jizhijia, Hikvision and Kuaicang, which have also been shortlisted.

Further reading:/a/399044000 _120154051

What needs to be added is that almost none of the key technologies and equipment in the logistics system are original by China.

From traditional equipment such as shelves, pallets and forklifts, to automatic equipment such as automated warehouses, sorting machines, AGV, shuttle cars, robots and drones, to lasers, photoelectric switches, RFID, motor reducers, toothed belts, 3D identification technology and automatic navigation technology, these concepts and products are far from the starting countries.

Of course, the gap means opportunity. In the A-share market, too many companies with domestic substitution concepts have stepped out of the strong position. The future of this field deserves special attention.

New energy vehicles.

New energy vehicles are a strong theme plate in the past year or two. According to the industrial chain, it can be divided into complete vehicles, charging piles, power systems, scarce materials and hydrogen energy.

The whole vehicle is basically composed of two major forces, namely, traditional car companies (Chang 'an, Futian, Great Wall and BYD) transforming electric vehicles, and emerging brand electric vehicles (Weilai, Ideality and Tucki).

The business of charging pile and power system has some overlap, and many power system enterprises, such as Contemporary Amp Technology Co., Ltd., have also made great strides in the field of charging pile.

The power system is actually a lithium battery and a hydrogen fuel cell. Although the development of hydrogen fuel cell lags behind that of lithium battery 1 1 year, its development should not be underestimated.

In the field of hydrogen energy, China has laid out complete vehicles, systems and reactors, but there are few related companies in this field, especially the most basic core materials and components, such as proton exchange membrane, carbon paper, catalyst, air compressor and hydrogen circulating pump. Although some related companies in China are gradually involved, there is still a big gap compared with the products of international leading enterprises in terms of reliability and durability, and most core components and materials still rely on imports.

Aerospace.

The aerospace field is very close, but there are still considerable differences. Aviation stocks used to be Buffett's favorite. In the past, the appearance of airplanes has narrowed the distance between cities and made it possible for large-scale and efficient economic exchanges.

However, the asset-oriented nature of airline stocks, coupled with its cost fluctuation affected by oil prices, makes it no longer popular. Excellent airlines must have first-class cost control ability, which is no longer a good business.

There are bright spots in the space field, which is also an important basis for China to compete on the world stage in the future. Shenzhou 12 carried three astronauts into the sky, and China's space industry took another big step.

New drugs.

The medical field can be roughly divided into four categories: medical biotechnology, traditional Chinese medicine and natural medicine, chemical medicine (innovative medicine and original medicine) and medical equipment.

In fact, according to the complexity of the medical field, it can be completely classified into one category. For the framework research of the medical industry, please see Brief Analysis of the Investment Analysis Framework of the Medical Industry.

10 media entertainment.

We also listed the media and entertainment industry in "Big Consumer Industry Segmentation and Track Leaders (including Mind Map)".

The reason why the science and technology sector is cited again is mainly related to the landing of technologies such as 5G, VR and Internet of Things. We are currently in the growth period of the fifth round of media technology, experiencing the ultimate entertainment experience from auditory vision and extension to all-round immersion experience, and will soon enter the Internet of Things media era with the 5G revolution.

According to Intel's "5G Entertainment Economic Report", in the next 10 year, 5G will bring 1.3 trillion dollars of new income opportunities to the global media and entertainment industry. "5G will inevitably subvert the prospects of the media and entertainment industries. If the enterprise can adapt to the 5G trend, it will become an extremely important competitive asset. "

At this moment. The combing of the big science and technology industry has been temporarily completed. In fact, there must be many directions missing. For example, the consumer electronics industry can actually belong to the technology sector. It was mentioned in the article about consumption, so I won't list it again.

There are also big data, the direction of information technology processing, and several domestic Internet giants, because they are all listed in US stocks and Hong Kong stocks, have not been involved for the time being. After all, there are still few investment methods at home and abroad.

I hope this article can help you understand the technology industry and be more China ~