A concept stock is a stock that has a certain special meaning, as opposed to a performance stock. Performance stocks need to have good performance support. The concept stocks rely on a certain theme such as the concept of asset restructuring, the concept of three links to support prices. This connotation is often used as a stock picking and speculation theme, and has become a hot spot in the stock market.
The concept stock is a stock market term as a way of stock picking. In contrast to the fact that the blue-chip stocks must be supported by good operating results, the concept stocks only rely on the same topic to put the same type of stocks into a stock selection. Due to the advertising effect of the concept stocks, there is no guarantee of any profit.
List of China-made 2025 concept stocksIn order to achieve the goal set by "Made in China 2025", the government will establish a national manufacturing power building leadership group and formulate a "1+X" implementation plan and planning system. Su Bo, deputy director of the Ministry of Industry and Information Technology of China, revealed. In addition, the NDRC is developing an "Internet +" action plan. Let's take a look at the relatively Chinese-made 2025 concept stocks.
List of Chinese manufacturing 2025 concept stocks
I. Industrial Internet Robot
Straight Flush Comments: Made in China 2025, the main content is Industry 4.0 and robots.
The industrial Internet and robots are undoubtedly the core content of "Made in China 2025". With the integration of "Internet +", the upgrade of traditional manufacturing will also be carried out around the route of industrial Internet and machine replacement.
Miao Wei, Minister of the Ministry of Industry and Information Technology, said recently that industrial enterprises have great potential for developing Internet technology to improve their overall competitiveness, and it is also one of the earliest industries for "Internet +".
The use of intelligent robots and high-end CNC machine tools will become the "brain" of advanced high-end manufacturing equipment. According to the International Robotics Association, global industrial robot sales increased by 27% last year to around 225,000 units, of which industrial robot sales in the Chinese market increased by 54%.
Guotai Junan said that the industrial Internet represents a new direction of productivity and will bring huge efficiency improvements to the traditional industry. In the next 20 years, China's industrial Internet is expected to bring about 3 trillion US dollars of GDP growth, and the relevant industry market space is huge.
Minsheng Securities believes that around the intelligent robot can lay out three major investment lines, with system integration capabilities, deep customer system resources with deep customer resources; a certain segment of the field has outstanding advantages, and continuously expand equipment manufacturing with certain customer base and practical experience in related fields. Business; integrated into the robotics and automation sector through internal and external cooperation: Cixing, Yawei, Xinshida.
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Industrial Internet: Hanwei Electronics, Dongtu Technology, Haide Control, Shenyang Machine Tool, Huazhong CNC, Qinchuan Machine Tool, Donghua Test, Tianrun Crankshaft, Kunming Machine Tool
Robot: Robot, Xinshida, Bosch, Xinshida, Linzhou Heavy Machinery, Sanfeng Intelligent, Zhiyun, Yingweiteng, Jingshan Light, Haide Control, Inter-Equipment, Lanying Equipment, Huichuan Technology , Jin Zitian, Mei Ansen [Click to view: Robot concept stocks surveyed by institutions in the past week]
Second, 5G cloud computing big data
Alibaba released the draft of the “13th Five-Year Plan†pre-research project of the National Development and Reform Commission, “China's Information Economy Development Trends and Strategic Choicesâ€. In this draft, Ali suggested that the focus of investment and construction of China's infrastructure during the 13th Five-Year Plan period should shift from “Tiegongji†to smartphones, cloud computing, and big data. It can be seen that cloud computing and big data are very promising as the development focus of the next generation of information technology.
In addition, Huai Jinpeng, deputy director of the Ministry of Industry and Information Technology, also said that big data applications are of great significance to the fields of medical care and social governance, and are important for technological innovation and restructuring.
At the same time, Huai Jinpeng also mentioned that China has begun to lay out and prepare for 5G technology research and development and related needs. In the future, 5G applications will be very broad, such as unmanned driving, autonomous driving, navigation, manufacturing, circulation, and news.
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Cloud computing: Great Wall Computer, Inspur Information, Zhengtong Electronics, Zhongke Shuguang, Halo New Network, UFIDA Software, Yinxin Technology, Tianzhu Technology, Rongke Technology, Jiesai Technology, Dr. Peng, Focus Technology, 263 [ Click to view: Cloud computing concept stocks of the main height control panel in the past week]
Big Data: Dongfang Guoxin, Meiya Baike, Tuolsi, Yinxin Technology, Dongfang Guoxin, Yitong Century, Tianyuan Dike, Century Dingli, Chuling Information, Dongtu Technology, Neusoft Group, Dr. Peng
5G: Datang Telecom, ZTE, Fuchun Communication, Langma Information, BesTV, Keda Xunfei, Weichuang, Weining Software, Fiberhome Communications, Xinwei Communication, Tongfang Guoxin
Third, aerospace equipment
[Keywords] aviation engine 嫦娥 lunar exploration project
The aero engine project is known as the "Chinese heart." In this year's government work report, aviation engines were specifically mentioned. The industry believes that the key projects mentioned in the annual government work report will be effectively implemented in the follow-up. Therefore, the State Council meeting specifically identified the aero-engine as one of the directions of “Made in China 2025â€, which may mean that the engine special support policy has emerged.
In this regard, Haitong Securities said that the engine industry is expected to be strongly supported by the country's special funds of more than 100 billion yuan. It is estimated that the demand for aviation engines and gas turbines in China will exceed 2 trillion yuan in the next 20 years.
In addition, in the aviation field, the exploration of the moon project is undoubtedly the focus of the future. On March 12, the National Defense Science and Technology Bureau announced that the lunar exploration project will increase its efforts to open up to the society as an important measure for the defense science and technology industry to adhere to the deep development path of military-civilian integration and implement the innovation-driven development strategy. Therefore, the exploration of the moon project will undoubtedly bring huge market space for related enterprises.
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Aero Engine: AVIC Heavy Machinery, Steel Research Gona, AVIC Dynamic Control, Chengfa Technology, Aerodynamics, Steel Research, and Stone Finishing
嫦娥Exploring the Moon Project: China Satellite, Hagrid Communications, Beidouxingtong, Siweituxin, Hezhong Shuangzhuang, Beidouxingtong, Yuanwanggu, SuperMap Software, Huaping, Guoteng Electronics, Shenglu Communication, Venus Star
4. Marine engineering equipment and high-tech ships
[Keywords] offshore equipment shipbuilding
At the end of last year, the Ministry of Industry and Information Technology formulated the "Regulations for Marine Engineering Equipment Industry" to further strengthen the management of the marine engineering equipment industry, vigorously cultivate strategic emerging industries, accelerate structural adjustment, promote transformation and upgrading, and guide the sustainable and healthy development of offshore engineering equipment manufacturing enterprises.
GF Securities said that it benefited from the construction of a strong ocean country, and its offshore equipment has good growth.
In addition, the “Guiding Opinions on Financial Industry Supporting the Transformation and Upgrading of the Shipbuilding Industryâ€, which was drafted by the central bank, has been reported to the State Council and is expected to be released in the near future. The introduction of this policy will undoubtedly bring a strong shot to the shipbuilding industry. In particular, enterprises that have entered the “white list†of the Ministry of Industry and Information Technology are expected to get the first benefit.
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Offshore equipment: CIMC, COOEC, Zhenhua Heavy Industry, Yaxing Anchor Chain, Juli Rigging, Guangzhou Shipyard International, COSL, Shanghai Jiahao, Jiangdui, CITIC Haizhi, Shenkai, Bao Germany, Jiang Diamond, Jerry, Zhongyuan Special Steel, Yaxing Anchor Chain, Zhongtian Technology, COSCO Shipping
Shipbuilding: China Shipbuilding, China Heavy Industries, China COSCO, China Shipbuilding Co., Ltd., Guangzhou Shipyard International Giant Rigging, Juli Rigging, CIMC
5. Advanced rail transit equipment
[Keywords] rail transit
The State Council executive meeting also heard reports on the progress of the restructuring of the North and South vehicles. This means that people will soon see the birth of the "China CRRC", the world's largest rail vehicle manufacturer. According to industry insiders, after the merger, Chinese rail transit equipment manufacturers will work together to open up overseas markets and promote Chinese equipment to go out and create a high-end image of “Made in Chinaâ€.
In addition, with the increase of investment in the central and western railways, the promotion of the “Belt and Road†and the development of urban rail transit are expected to bring huge market space to the country's rail transit equipment industry.
[related listed companies]
Rail transit: China South Locomotive, China North Locomotive, Jinxi Axle, Times New Materials, Dinghan Technology, Kangni Electromechanical, Yonggui Electric, Senyuan Electric, Century Ruier, Guodian Nanrui, Dinghan Technology, Hengshun Electric, Songzhi, Zhongtai Bridge, Sujiao, North Entrepreneurship, Brilliant Technology
6. Energy-saving and new energy vehicles
[Keywords] smart car
According to recent data from the Automobile Association, the total amount of automobile production and sales in China was low in February 2015, but new energy vehicles have seen a spurt of growth.
The Ministry of Communications also issued the "Implementation Opinions on Accelerating the Promotion and Application of New Energy Vehicles in the Transportation Industry" on March 18. It is proposed that in 2020, the application of new energy vehicles in the transportation industry will take shape, with a total of 300,000 vehicles in urban public transport, taxis and urban logistics and distribution. With the policy continued to increase, this year's new energy vehicles are expected to continue to accelerate the popularity, and it is expected to achieve at least double growth throughout the year.
In addition to policy support, the Internet giants have also deployed smart cars, Alibaba hand in hand, BAIC and LeTV, Baidu launched smart cars in the year, the smart car industry is expected to usher in the first year of development.
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Smart cars: BYD, SAIC, LeTV, Junsheng Electronics, Wanxiang Qianchao, Yutong Bus, Zhongtong Bus, Zhongheng Electric, Nanyang, Shanghai Putian, Power Source, Autosex, Jiuzhou Electric, Siyuan Electric , Kelu Electronics, Guodian Nanrui, Lifan Shares, Xu Relay
Seven, power equipment
[Keywords] energy Internet smart grid
Recently, a new round of power system reform has been laid, which has cleared the institutional obstacles for the development of the energy Internet. With the large-scale promotion of electric vehicles, the speed of charging pile construction and the rapid application of energy storage technology, energy Internet construction will accelerate, and new businesses will be born in the case of power-sales release, free trade of electricity, and distributed energy promotion. mode. The future smart grid will become the “energy Internet†with strong grid, wide interconnection, high intelligence and open interaction.
Coincidentally, the State Grid recently stated that it will organize the construction of intelligent substations and build 1,400 new intelligent substations; organize the construction of a power information collection system, install 60.6 million smart electric meters, and complete the intercity of the “three lines and one ring†highway. Interconnect fast charging network. It can be seen that with the frequent support policies, the heat of the industrial chain such as new energy and smart grid will continue to heat up.
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Energy Internet: Zhongheng Electric, Sunshine Power, Aikang Technology, Rainbow Refinement, Aikang Technology, Goldwind Technology, Rainbow Refinement, Jinzhi Technology, Neusoft Carrier, Linyang Electronics, Kaiyuan Instrument, Guodian Nanrui, Kehua Hengsheng, Jicheng Electronics, Yuanguang Software, Zhiguang Electric
Smart Grid: Samsung Electric, Xuji Electric, Pinggao Electric, McGrady Electric, Baili Electric, Qiyuan Equipment, Keyuan Shares, Moen Electric, Haide Control, HKUST Intelligence, Red Phase Power, Wenzhou Hongfeng, Te Rui De, Apex
Eight, new materials
[Keywords] graphene carbon fiber
In March 2015, the world's first batch of 30,000 mass-produced graphene mobile phones was released in Chongqing. 2015 will become the first year of China's graphene industry explosion. It is expected that the graphene lithium battery will be industrialized at the earliest. In addition, with the vigorous development of electric vehicles, it is expected that the commercial application of graphene lithium battery products will drive 100 in China this year. The industrial chain of 100 million yuan.
In addition to graphene, carbon fiber is a new type of fiber material with a carbon content of more than 95%. As a kind of high-performance fiber, carbon fiber carbon material has been widely used in various fields of military and civil industry, from aerospace, aviation, automotive, electronics, machinery, chemical, textile and other civilian industries to sports equipment and leisure products. It can be seen that carbon fiber is considered to be a typical representative of new industrial materials in the high-tech field and will be of great interest to the world.
[related listed companies]
Graphene: China Baoan, olefinic new carbon, Fangda carbon, Kangdexin, Jinlu Group, Zhongchao cable, olefinic new material, Lihe shares, gorgeous family
Carbon fiber: Kangdexin, Hebang, Blonde Technology, Dayuan, Jilin Chemical Fiber, Big Rubber, Boyun New Material, Sinosteel
Nine, biomedical and high performance medical devices
[Keywords] precision medical mobile medical
Earlier this year, US President Barack Obama launched a new 'Precision Medical Initiative', and the United States will allocate $215 million from the 2016 budget for precision medical projects. According to experts' prediction, China's domestic genetic testing and related industries will likely form a testing market of more than 10 million person-times per year. The development space is huge, and the size of the Chinese market for genetic testing may exceed 100 billion yuan. Precision medicine will become the medical industry in China. New blue sea.
In terms of mobile medical care, relevant national ministries and commissions are planning to establish a medical information platform at the national level, and medical data from various places can be interconnected on the platform. According to statistics, China's mobile medical market will maintain rapid development in the future. By 2017, the market size is expected to reach 20 billion yuan. The compound annual growth rate will exceed 80% in the next three years. Mobile medical care will become the biggest channel of “Internet +â€.
[related listed companies]
Precision Medicine: Daan Gene, Zixin Pharmaceutical, Qianshan Pharmaceutical Machine
Mobile medical: Tiger Pharmaceutical, Yuyue Medical, Hainan Haiyao
X. Agricultural machinery and equipment
[Keywords] high-end agricultural machinery
In the 2015 government work report, it was pointed out that the status of agriculture will continue to be consolidated and the pace of agricultural modernization will be accelerated. At the Standing Committee of the State Council on March 18, the work of “agriculture, rural areas and farmers†was once again emphasized as the top priority of the government's work, taking the road of new agricultural modernization, in which the modernization of agricultural machinery and the development of high-end agricultural machinery received further attention.
The development of agricultural mechanization will have a far-reaching impact on China's agricultural development. With the emphasis on high-level agricultural modernization, the active development of agricultural mechanization will bring huge market opportunities to the entire industry. In addition, driven by the national purchase subsidy policy, farmers have been enthusiastic about purchasing agricultural machinery for several consecutive years, and agricultural machinery sales are very hot, which will support the agricultural machinery sector. It can be said that agricultural modernization, agricultural machinery first.
[related listed companies]
High-end agricultural machinery: Xinyan shares, Jifeng agricultural machinery
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