Who can put the leader of digital infrastructure

Who will be the next leader in the potential of new digital infrastructure?

First, the new digital infrastructure: double theme blessing!

Two main lines of the current market: big infrastructure and digital economy!

As a collection of large infrastructure and digital economy, the new digital infrastructure has the characteristics of two-wheel drive, and the potential opportunities in the market outlook are greater!

Second, why pay attention to the new digital infrastructure?

Main melody blessing: continuity is guaranteed;

Policy catalytic expectation: paving the way for medium and long-term opportunities;

Low valuation and low price: in line with the aesthetics of current funds;

The faucet walks out of the benchmark: the money-making effect opens.

Third, the digital new infrastructure leader has gone out of 9 days and 8 boards!

Fourth, the next digital new infrastructure potential leading stocks are deeply combed!

1, Donghua Technology: As a leader in chemical construction, the company's coal chemical and chemical engineering businesses account for more than 90%, and the coal chemical industry as a whole is in a recovery period. Lithium extraction from salt lake and phosphorus chemical industry are also expected to contribute to the project income. In the medium and long term, the profits from industrial thickening will increase steadily. Coal chemical industry benefited from policy adjustment (energy consumption of raw materials is not included in the total energy consumption control) and the emergence of economy (crude oil price exceeds 80 USD/barrel), so the 13th Five-Year Plan construction project was put on hold or restarted. According to the Tenth Five-Year Plan, the corresponding project investment of coal-to-liquid/natural gas/olefin/ethylene glycol project is 39.06/593.7/465,438+04/376 billion, and the company's ethylene glycol project market share is nearly 70%. At the same time, the prosperity of the company's traditional business has obviously rebounded, and new business may usher in rapid growth!

2. Southeast Power Grid: On the evening of September 6th, 2002/KLOC-0, the company announced that it had signed an investment agreement with Hangzhou Xiaoshan Economic and Technological Development Zone Management Committee (hereinafter referred to as "Xiao Jingkai"). In the future, Xiao Jingkai will fully support the company to develop distributed photovoltaic power generation projects in government-invested party and government organs, schools, hospitals, convention centers and other public buildings, industrial and commercial workshops and rural houses, and promises to do so in 2022-2002. According to Xiao Jingkai's commitment, the installed capacity will not be less than 950MW in the next five years. According to the cost estimation of 4 yuan /W, it is estimated that the total investment will reach 3.8 billion. In addition, as an investor, the company can get additional returns, and it does not rule out the introduction of other investment operators and institutions such as the government and banks. The agreement with Xiao Jingkai is only two weeks away from the last cooperation announcement with Yaqian Town, but they are independent of each other, which shows the company's good local government resources on the one hand and its determination to enter BIPV on the other. Compared with concrete buildings, steel structures are more easily combined with BIPV. Relying on the traditional advantages of steel structure EPC, the company has quickly cut into the blue ocean market of BIPV, and the strategic transformation effect is remarkable, and the growth space is expected to continue to open.

3. China Railway Construction: The company announced 202 1 the total amount of new contracts signed in the first three quarters1566.3 billion yuan, a year-on-year increase of 12.6%, and the overall order growth rate remained stable. In terms of specific breakdown, the newly signed project contract 129 1 100 million yuan, up by 6.8% year-on-year, of which railway/highway/urban rail/housing/municipal government signed 2022/1606/980/5014/26.6 billion yuan respectively. Municipal orders contributed to the core growth momentum, and the newly signed contracts increased by 2 1H 1 28 pct year-on-year, which is expected to mainly benefit from the rapid development of core urban agglomerations. The newly signed survey and design contracts amounted to 20.6 billion yuan, up 8.2% year-on-year. Among other non-engineering contracting orders, industrial manufacturing/real estate development/material logistics signed182/900/1301billion yuan, YoY- 1.5%/+50.2%/+77.4% respectively, and the real estate business continued to be high. The company's net profit has continuously increased 10 year; The current valuation is less than 5 times; The organization has given an increase target of over 86%.

Special statement: the above are the views and ideas of non-securities professionals and do not constitute any investment advice. Please read it carefully. The author is not jointly and severally liable for any investment form generated by drawing lessons from this article.