Now, just like before the Chinese New Year, is the structural bull market of technology stocks! 2020, the next research and configuration of technology stocks you must pay full attention to. Because of the current industrial development in China, the core is the transformation and upgrading of the technology industry.

The development of any large country will enter a cycle centered on industry. China's past is the real estate economy, indirect financing is the most suitable for the real estate economy. And now we have to take the road of industrialization, vigorously develop the direct financing market, vigorously develop the capital market, vigorously develop the investment banking services industry is indispensable. So both industry and capital markets are ushering in their own high-gloss era.

Welfare came, the set of the Institute's highest investment research strength, in-depth tracking, digging technology industry track, sorted out the "2020 Technology Treasure Map - Technology 50 Stock Pool", as the name suggests Technology 50 is the 50 with investment value of science and technology stocks. The purpose of screening the pool of tickets is to circle the next year to track the subject of science and technology stocks, lock the target, do not let their energy is too dispersed, to achieve the best of the best!

And, dynamic tracking of each individual stock in the table!

And the dynamic tracking of each stock in the table! As well as the development of the corresponding index to facilitate investors to more intuitive understanding of the first echelon of technology companies.

According to this pool of 50 technology stocks, I'll tell you the logic of the study:

1. 50 technology-based companies were screened by mining the industrial value chain, based on the R&D capabilities of listed companies, their performance, operating conditions, and other factors, and the index was compiled with equal weighting.

2. Dynamic tracking of the index, according to the semi-annual cycle, the index constituents will be transferred in or out.

2020 should be the electronics industry, that is, 5G terminal performance verification period and investment climax. The industry distribution of this index is based on the computer and electronics industry, the two industries accounted for more than 60%!

Next, I will announce the technology 50 ticket pool of the subject, and the core logic of each subject, which is also a matter of concern. 50 tickets, presented by five tables, and each table below, with a detailed tracking logic of individual stocks.

Dragon 1: Huitian Technology (603160)

Core logic:

1, the company is the leading under-screen fingerprints, benefiting from the volume of smartphones, the performance of the continued over-expectation;

2, IoT has become the future of the new blue ocean, more than just the innovation of the TWS headset.

3, the company's deep technical reserves, patented technology in the industry's leading level, the company's products will benefit from their own product updates and TWS headset penetration rate.

Dragon 2: Hengrui Medicine (600276)

Core logic:

1, the company has been the domestic R & D investment in the most, the strongest R & D strength of the pharmaceutical companies, is the earliest in the country from the "imitation of the combination of innovation" transition to "innovation-driven".

2, with the rapid advancement of TIM3, TLR-7, IL-15 and other projects, as China's innovative drug absolute leading enterprises, now talk about the ceiling of Hengrui medicine is too fashionable too early, leaving aside the huge space of the international market, the domestic market space alone is enough for the company to grow at an average annual rate of more than 20% to maintain at least 10 years.

Dragon 3: KU Xunfei (002230)

Core logic:

Domestic voice technology leader, AI + education quality track. Platform empowerment, core business healthy development.

1, by the end of 2019, Xunfei open platform has gathered more than 1.12 million developer teams, with a total of more than 730,000 applications;

2, in the field of education, Zhixue.com has covered more than 15,000 schools in 32 provincial-level administrative districts across the country.

3, the judicial field, intelligent court trial system has now covered 31 provinces, municipalities and autonomous regions across the country, more than 3,000 political and legal units. The company released its 2019 earnings forecast, with improved profitability and the best level of operating cash flow in history.

Long 4: DeepX (300454)

Core logic:

SDX practitioner and leader, DeepX has strong product capabilities to drive business expansion.

1, information security business: productization and channel advantages to build a moat;

2, cloud computing: the key to achieve the ceiling continues to rise;

3, the new IT business: software-defined infrastructure, business boundaries continue to expand

Dragon 5: Sany Heavy Industry (600031)

Core logic:

As one of the "three giants" of China's construction machinery, the company has not only long been among the international front-runners, but also has the highest quality listed assets of construction machinery among A-share listed companies.

The recent International Defense Exhibition, Sany launched a multi-type ground unmanned combat vehicle, the company successfully cut into the military field, the future is expected to continue to benefit from the integration of military and civilian, the core competitiveness of the enterprise to enhance the prospects for good.

Dragon 6: Beijing Junzheng (300223)

Core logic:

1, the company is a leading processor chip manufacturers, deep plowing MIPS instruction set processor chip field for many years, the accumulation of rich technical reserves;

2, the acquisition of Silicon, the formation of the "

3, storage and processor two business complementary effect is obvious, the two sides are expected to release the synergies in the customer design import, supply chain bargaining, forming a "1 +1 & gt; 2" of the collaborative situation. The company's business is a collaborative effort.

Dragon 7: Zhaoyi innovation (603986)

Core logic:

1, Zhaoyi China's high-quality memory chips and microcontroller design enterprises, which SPINorFlash and 32-bit MCU has reached the world's leading level;

2, optimistic about the company's recent 2 years NorFlash products in TWS, AMOLED, TDDI, ADAS and other downstream applications in the process of the emergence of high growth;

3, optimistic about the company's NANDFlash, DRAM, MCU field of technological advances in the realization of the expansion of categories, NorFlash business boom on the uptrend, the company is actively practiced in the expansion of categories, to accelerate the domestic substitution.

3, storage expansion line acceleration, IC equipment industry ushered in the inflection point

Dragon 9: ZTE (000063)

Core logic:

1, the company's fixed-price landing, the acceleration of the development of 5G, 2020, 5G open large-scale construction, the operators of the intensive bidding to open the company benefited from the The company has benefited from this.

2, 2020, China's 5G scale construction officially opened, is expected to build more than 600,000 stations throughout the year, the three major operators 5G bidding recently started.

3, the company in the 5G base station, 5G terminal, bearer, core network full product line layout and huge investment, as a leading communications equipment benefit from the certainty of large

Dragon 10: China Science and Technology Corporation (300496)

Core logic:

1, benefited from the release of the demand for the new models of 5G, the smartphone business revenue growth of more than 15%. Smartphone business revenue growth rate of more than 15%;

2, intelligent networked automotive operating system products continue to grow rapidly, automotive electronics business revenue growth rate of more than 60%. The company is a major beneficiary of the AIOT industry trend.

Dragon 11: Ningde Times (300750)

Core logic:

The company's strong alliance with Tesla, the leading position is obvious:

1, the power battery leading position is stable, the performance of the fast-growing;

2, the production capacity of the significant expansion of shipments is expected to be further enhanced

3, the slow decline in prices, gross margin is expected to maintain a high level

Dragon 12: SuperMap Software (300036)

Core logic:

1, the U.S. government to limit the geospatial imagery software exports, attaches great importance to the localization of the GIS and the opportunity to expand the overseas market.

2, the company is not only the domestic GIS leader, the international status is also rising, according to the ARC Advisory Group report, the company's SuperMap ranked 3rd in the global GIS market share, Asia's first;

3, the land spatial planning, natural resources and registration of the right of the gradual release of the demand for related to the

Dragon 13: China Science and Technology Corporation (CSDC) Dawning (603019)

Core logic:

1, the company is the Chinese Academy of Sciences computing technology national platform, security, performance and ecological three major advantages help, the company's controllable server is expected to get a larger share.

2, high-speed growth in the software business, is expected to drive the company's overall gross margin improvement, and drive rapid growth in profits.

The company holds the high quality assets of the Chinese Academy of Sciences such as Hai Guang and Zhongke Xingtu, which are expected to be revalued under the background of science and innovation.

Dragon 14: Huichuan Technology (300124)

Core logic:

1, industrial control automation industry is bottoming out, the company's orders began to rebound;

2, new energy automotive business is undergoing positive changes. The company's power supply, electronic control motor components as a breakthrough, the use of China's supply chain and rapid response advantage, and continue to look for international customers project cooperation opportunities;

3, overseas has been a car enterprise DCDC, OBC fixed point, the domestic five car enterprises fixed point, the rest of the car company is actively layout, is expected to get a breakthrough.

Dragon 15: Guodian Nanrui (600406)

1, Guodian Nanrui is the State Grid "three types of two networks, the world's first-class" the core support;

2, ubiquitous power to accelerate the advancement of the information and communication technology (ICT) business is expected to grow rapidly;

3, internal management optimization.

3, internal management optimization, the new industry injected vitality;

In the hands of a large number of extra-high voltage and flexible straight orders to maintain growth

Dragon 16: Geer (002241)

Core logic:

1, TWS and wearable demand continues to be strong, and the Android camp has a wide range of space for growth;

2, the Android camp has a wide range of space for growth.

2, 3C industry chain demand recovery to enhance the precision parts group revenue, 5G commercial acceleration VR/AR ready to go;

3, fine management to optimize operating efficiency, operating cash flow significantly improved

Dragon 17: Rui Ke laser (300747)

Core logic:

p> 1, industrial robots continue to warm up, domestic will continue to replace, the company as a large domestic laser leader, market share is expected to gradually increase;

2, benefit from the lithium battery boom, covering the well-known customers, including Rike laser has been more than a dozen domestic equipment integrators to start the cooperation, the laser products have been entered, including the Ningde Times, BYD, Guoxuan Gaoke and other power battery manufacturers;

3, the domestic manufacturing industry, the company's core logic. >

3, the domestic manufacturing recovery, the company is expected to usher in the inflection point in 2020

Dragon 18: Wave Information (000977)

Core logic:

1. Cloud computing is the 5G application cycle "sell shovels", with a clear "investment clock". With a clear "investment clock", has really entered the profit explosion period, the bottom infrastructure, the upper layer of applications are expected to burst in 2020. Upstream cloud computing producers capital expenditure in 2020 will increase.

2. The company **** released two edge computing servers, both with AI capabilities, and adapted to high temperature, high humidity and other complex environments, as well as strong scalability. The company's share continues to increase, accelerating the expansion of overseas markets. 2018 Wave second only to Dell and HPE server shipments third global market share of up to the future is expected to continue to increase. The company's overseas market penetration rate is still low, the company carries out overseas customers smoothly.

Dragon 19: BOE A (000725)

Core logic:

The company is the LCD and OLED industry leader, the main industry LCD global first, LCD prices are expected to stabilize in the second quarter. The 6th generation of flexible AMOLED production line construction according to plan, the company AMOLED panel market share to become the world's second. Huawei's latest folding screen phone with BOE's flexible screen.

Dragon 20: Jingsheng Electromechanical (300316)

Core logic:

The company's photovoltaic monocrystalline furnace main business, semiconductor monocrystalline furnace to follow up.

1. PV large silicon wafer technology iteration will lengthen the equipment demand cycle. PV silicon wafers into the new capacity cycle, monocrystalline penetration rate will be significantly increased, JSI as the only 12-inch equipment provider in the Central will benefit significantly.

2. Semiconductor business into the harvest period, the second phase of the big fund to support the localization of equipment and materials, large silicon wafer equipment leader is expected to benefit. The company's 8-inch production line was officially put into operation, and the 12-inch equipment is on the way. The pace of procurement of equipment in the central stock market has accelerated significantly, as the core equipment business JYMEC will benefit significantly.

Long 21: Desai Xiwei (002920)

Core logic:

Domestic intelligent cockpit integrator leader, focusing on intelligent cockpit, ADAS, car networking.

1. HD camera and HD surround view system has been mass production, fully automatic parking system is expected to be mass production in the year and delivered to customers, millimeter wave radar production line has been completed to reach the state of mass production;

2. Sensors: L4/L5 multi-sensor with the fusion of the standard, the global car sensor market in 2030 will be more than 50 billion U.S. dollars.

Dragon 22: Zhongke Sanyuan (000970)

Core logic:

1. The company is the largest domestic production capacity of neodymium-iron-boron magnets, from more than a decade ago to carry out the research and development of new energy automobile drive motors in the field of applications, and the related technology is more mature, product quality is stable, the product has been used in the new energy automobile manufacturers in Europe and the United States. The products have been applied in new energy vehicles of many automobile manufacturers in Europe and America. It will benefit from the explosive growth in demand for new energy vehicles and robot motors.

2. The proposed 5% stake in Southern Rare Earths, after the completion of the delivery, the company is the second largest shareholder of the Group, and is the only permanent magnet materials company in the market with extremely scarce medium and heavy rare earth resources.

Dragon 23: Hang Seng Electronics (600570)

Core logic:

1. Hang Seng Electronics is the brokerage financial IT industry leader first position. The company belongs to the Ali system. High R&D has resulted in high net profit margins and high market share;

2. Strong demand for financial IT: capital market reform and opening up have created a large number of brokers and other financial IT demand;

3. The company is pursuing an online strategy, and the big center strategy is accelerating. In the future, the company will continue to increase the market share of more products, maintain the competitive advantage of traditional business, promote the landing of emerging technologies, and achieve greater breakthroughs in innovative business.

Dragon 24: China Microelectronics Corporation (688012)

Core logic:

1. China Microelectronics Corporation semiconductor equipment unicorn company, mainly for the integrated circuits, LED chips, MEMS semiconductor products, such as the manufacture of enterprises to provide etching equipment, MOCVD equipment and other equipment.

2. The semiconductor industry is a strategic, fundamental and pioneering industry for the development of modern economy and society, and semiconductor equipment is an important cornerstone for the Internet of Everything.

Long 25: Shengbang shares (300661)

Core logic:

1. Domestic analog chip high-quality enterprises, from the "signal chain + power supply" continued to expand high-performance op amp, ADC, DAC market. China's analog market size accounted for about 60% of the global proportion of the use of analog integrated circuit products accounted for about 45% of the world's output, while China's analog chip production accounted for only 10% of the world's share of the huge space for import substitution.

2. Yutai equity, Yutai main team from the internationally renowned leading analog company, in the power class chip accumulation of deep

Dragon 26: Hikvision (002415)

Core logic:

1. In the cloud edge combined with the AI new ecological era of the security industry, Hikvision for the excellent intelligent IOT and big data service leader, outstanding core competitiveness, industry position is solid.

2. With the big security as a shield, gold snow bright project and civil security market.

3. With big data as the spear, open AI cloud platform to promote the digital transformation of various industries.

Dragon 27: Healthcare (300253)

Core logic:

1. National layout, plowing through medical information technology. The company has become the only one in China and Asia to be listed on the IDC global medical technology company.

2. Electronic medical record ratings boosted the traditional medical informatization high boom. The medical informatization industry will maintain a high boom, boosting the company's rapid development in the field of traditional medical informatization.

3. The Internet boosts the new development of medical innovation business. Weining Health grasps the development of Internet healthcare in time, and establishes "cloud medicine", "cloud insurance", "cloud medicine", "cloud health", "cloud health", "cloud health", "cloud health", "cloud health", "cloud health", "cloud health", "cloud health", "cloud health" and "cloud health". The company's business is based on the idea of "cloud medicine", "cloud insurance", "cloud medicine", "cloud health", and "+1 Internet platform" to create an innovative Internet business.

Long 28: Donghua software (002065)

Core logic:

1. Donghua software is China's largest core TIT integrator, Huawei, Tencent cooperation to promote cloud computing business, Tencent shares.

2. Donghua Software and Huawei in 2002 to carry out cooperation, joint Huawei released two Kunpeng ecological based on the financial industry joint solutions, is expected to become Huawei industry chain in the financial IT field important players.

3. The company's medical business is expected to accelerate as a result of favorable policies. The company's first mover advantage in the medical IT field (covering more than 600 hospitals) will accelerate the growth of the medical business.

Long 29: UFIDA (600588)

Core logic:

1. The company is the ERP industry leader in the accumulation of high-quality customers, the core products continue to be polished, the cloud office + digital transformation to accelerate the full cloud, to the end of the first to build the cloud era of SaaS leader.

2. Industrial Internet era, riding the wind of cloud office + digital transformation, ERP leader to accelerate the cloud transformation industrial Internet big data software company.

Product analysis: the end for the beginning, firmly promote the comprehensive cloud. At this stage, the hybrid cloud as the basis, medium and large customers as the focus, platform-oriented. 1) The main product NCCloud, the core hybrid cloud architecture has reached the advanced level of the industry.

Dragon 30: LONGi (601012)

Core logic:

1. Monocrystalline silicon wafer leading position, market share is expected to be further increased: as the company's earliest business, the company is in the monocrystalline silicon wafer field is in the absolute leading position. Monocrystalline silicon wafer capacity reached 28GW at the end of 2018, accounting for 41% of the global total capacity, and is the largest monocrystalline silicon wafer manufacturer in the world in terms of shipments. The company has always maintained its technological advancement, taking the lead in launching the localization process of long crystal furnaces and introducing diamond wire cutting technology at the earliest stage, and continues to reduce costs through equipment renovation, process improvement, and management enhancement.

2. Monocrystalline module shipments are the world's largest, and the overseas module business has been developing rapidly in recent years.

3. Intervene in the battery cell and PV power plant business, forming a closed loop of the whole industrial chain, creating an all-round advantage, redefining the industry: the company is actively laying out the battery cell and power plant, and is committed to building a PV whole industrial chain.

Dragon 31: Qixingchen (002439)

Core logic:

1. Traditional network security leader, currently ranked first in the industry with 5.1% industry share. The company's information security product line is complete, including traditional network security products such as security protection, monitoring, application security and data security, as well as cloud security, industrial control security products, a number of segments of the market share to sit at the top of the industry.

2. City Brain: The company's security operations business broke through in 2018 with the smart city business, and successfully cut into the market for comprehensive security services for smart city construction.

Dragon 32: Shiji Information (002153)

Core logic:

1. The company is a leading software provider across hotels, restaurants and retail. In the domestic star hotel industry and scale retail market share of 60-70%, catering market share is relatively leading.

2, the international layout is gradually perfect, the global market development space is huge, through active overseas investment and mergers and acquisitions, to further improve the hotel information management system business layout, and accumulated overseas hotel customer resources.

3, based on the direct connection technology, platform strategy to help the company's transformation: the company in the hotel, catering and retail and other consumer industry information systems in the overall solution of the industry's dominant position, for the company based on the direct connection technology to develop the booking platform and payment platform to lay a solid foundation.

Long 33: Guangwei compound material (300699)

Core logic:

1. The company is the leader of the domestic carbon fiber industry, with the whole industrial chain layout and deep technical advantages. The company is currently the domestic production of the most complete varieties, the most advanced production technology, the most complete industrial chain of carbon fiber industry leader;

2. Military products and civilian products dual-wheel drive, boosting the company's rapid growth in performance. The company has become the main supplier of domestic carbon fiber in the field of military aviation.

3. With the wind turbine manufacturers old big Vestas cooperation vigorously open up the civil products business, carbon beam business has become another growth pole of the company, and cooperation in Inner Mongolia Baotou investment in the construction of large tow carbon fiber capacity, the future supply of raw materials and production cost advantages to help the company's civil products business growth.

Dragon 34: Baoxin Software (600845)

Core logic:

The company's industrial Internet and IDC data center dual-wheel drive:

1. Steel industry industrial Internet pioneer, one of the leading companies in the field of intelligent manufacturing, steel intelligence has the advantage of:

The company's industrial Internet is the most important part of its business. The steel informatization business is developing steadily, and the "Baowu merger" and the expansion of multiple fields will bring important incremental growth.

2. IDC business national layout strategy is actively promoted, the company intends to joint venture with WISCO, Baodi assets, Wuhan Qingshan State-owned, plans to build 18,000 cabinets (about 67.2% of the number of cabinets of the Baozhiyun) between 2019-2023, IDC capacity is expanding.

Dragon 35: AVIC Optoelectronics (002179)

Core logic:

1. The company is a high-quality listed company under the AVIC Group, featuring military and communications, and has now become an internationally renowned and leading domestic connector supplier;

2. Huge space in the domestic connector market.

Long 36: Wentai Technology (600745)

Core logic:

1. As the ODM industry leader, the company in recent years continued to benefit from downstream customers outsourcing trend, 2019 is expected to achieve net profit of 1949% year-on-year increase in net profit-2358%, the growth opportunities of the 5G era highlights;

2. the company realized Ansell (global semiconductor standard products industry leader, mainly due to semiconductor logic chips, power MOS devices, etc.) and table, growth to a new level;

3. the company's domestic has Jiaxing, Wuxi, and Ansell Dongguan plant, which the East Square during the Spring Festival did not stop; at the same time, the company's high level of automation, the subsequent resumption of work is less difficult, this The impact of the new crown epidemic is limited.

Dragon 37: Deep South Electric Road (002916)

Core logic:

1. The company is a leading domestic PCB enterprise, benefiting from the accelerated construction of the 5G base station, the downstream orders are full + high capacity utilization, the company is expected to achieve the net profit of the mother of the same increase of 65.85% in 2019, the performance of the performance In line with expectations;

2. At present, the acceleration of 5G construction and semiconductor localization trend opportunities have been highly clear, PCB industry downstream demand is expected to continue to improve, the company's expansion project is expected to be more obvious after the performance of the expansion project into production.

Dragon 38: China Software (600536)

Core logic:

1. The company is held by the China Electronics and Information Industry Group, is the group's network security and information technology plate of the core enterprises, the core system integration platform, the field of domestic software development, "leader" one;

2. "

2. the current domestic network information security field demand is huge, the development prospects are broad, the leading advantages of the concentration;

3. Tianjin Kirin stock exchange acquisition of soft armor and Huawei Kunpeng cloud intelligence business volume, etc. indicate that the domestic operating system or to start accelerating the application of the R & D, the relevant areas of advantageous leader is expected to benefit directly.

Dragon 39: three Ann photoelectric (600703)

Core logic:

1. The company's 2019 annual results loss, but the performance of the fourth quarter performance is in line with expectations, the LED chip in the first three quarters of the price continued to decline for the drag on business performance impact has improved, the industry inflection point may have arrived;

2. p>

2. Considering the LED industry boom recovery, MiniLED application penetration, three Ann integrated capacity continued release and other major factors, the company's long-term investment value.

Dragon 40: halo new network (300383)

Core logic:

1. The company's performance in 2019 is expected to be basically in line with expectations, first, the company's data center customers on the shelves of the rate of gradual increase in the IDC business is growing steadily, the cloud computing business also continued to grow, and secondly, the business of Beijing Kexin Shengcai cloud computing company is progressing well.

Dragon 41: Taiji shares (002368)

Core logic:

1. The company backed by the CLP, ploughing into the field of government informatization for many years, won the bid to build a number of major platforms at the national/provincial and industry levels in 2019, and the steady growth of users of the government cloud, and the advantage of the leading digitalization of the government continues to be highlighted.

2. According to the announcement, the fifteenth institute of the CEC intends to transfer 33.20% of the company's shares to the CEC Taiji without compensation, and entrust the remaining shares of the voting rights to the CEC Taiji, the company, as its CEC Taiji listed platform will directly benefit from the reform of the assets of the core military industrial institutes.

Dragon 42: long bright technology (300348)

Core logic:

1. The company is a large-scale high-tech software development enterprise specializing in the provision of financial IT services, benefiting from the long-term high-intensity R & D investment gradually ushered in the harvesting period, the full-year net profit increase is expected to be as high as 107.87% -137% for the whole year of 2019. 107.87%-137.86%, the company's competitiveness in the field of banking solutions (especially big data solutions) is rapidly improving;

2. The company recently won the bidding for the project of the Postal Savings Bank, the scope of domestic customers to further expand; at the same time, the company continues to open up the overseas overseas market, the overseas expansion of the initial results have been out of the results of the performance of the sustained growth of the kinetic force is sufficient.

Dragon 43: BYD (002594)

Core logic:

1. The company is one of the leading brands in the field of new energy vehicles, 2020 is expected to directly benefit from the domestic new energy vehicle market boom rebound;

2. The company's BYD Electronics is a globally recognized The company's BYD Electronics is a globally recognized comprehensive product solution provider for mobile smart terminals, and is expected to directly benefit from the wave of cell phone replacements from head manufacturers in the 5G era.

Dragon 44: Zhongji Xuchuang (300308)

Core logic:

1. The company is expected to be under pressure for the full year in 2019, but the drag effect from the slowdown in the growth rate of capital expenditures of some customers, de-inventorying and other factors in the second half of the year is gradually improving the overall growth of the enterprise unchanged trend of good;

2. 2020 is the first year of the company's history, but it is expected that the company will be the most successful in the world. p>

2. 2020 domestic 5G construction probability of accelerated advancement, 5G front-end optical communications and back-end applications cloud demand is expected to be strong, the company is expected to open up more growth space.

Dragon 45: Lixin Precision (002475)

Core logic:

1. The company is one of the leading enterprises in the field of domestic 3C, long-term focus on connecting wires, connectors, and other electronic products, in recent years, has been attaching importance to the investment in research and development, the business expansion prospects;

2. With the arrival of the 5G era, with the TWR, the company is expected to be the first in the future. 5G era, represented by TWS smart wearable devices sis terminal replacement tide and other deterministic demand, the consumer electronics field is greatly probable will usher in a huge change, the upstream core leader is expected to continue to benefit.

Long 46: Jiejia Weichuang (300724)

Core logic:

1. The company engaged in silicon crystal photovoltaic equipment business for many years, the product covers the monocrystalline PERC cell manufacturing required PECVD, automation, and other specifications of the main process areas, the customer includes a number of domestic and foreign well-known solar cell manufacturing enterprises, the relevant market share industry leader. Customers include a number of domestic and foreign well-known solar cell manufacturing enterprises, the relevant market share industry leading;

Dragon 47: HUD (002463)

Core logic:

1. 2019 full-year company is expected to realize the mother of the net profit of the same increase of 101.6% -119.31%, the steady growth in revenue superimposed on the improvement of the profitability structure is the main reason, the company's 5G product success in the global market, the company is the main reason for the growth in the net profit. The company's 5G products have successfully entered the supply chain of the world's major communications equipment, automotive electronics and new energy vehicle-related business is also outstanding;

2. The company's position in the consumer electronics industry chain is very obvious, the industry leader position is solid, the market is expected to continue to benefit from the 5G dividend and the development of automotive electronics.

Dragon 48: Weir shares (603501)

Core logic:

1. The company has completed the acquisition of 100% of the equity of Beijing Howell Technology in 2019, and has since been determined to become a domestic image sensor leader;

2. With the upgrading of the generation of consumer electronics products, image sensors (CIS) have a high degree of certainty. With the upgrading of consumer electronics products, there is a high degree of certainty that the incremental demand for image sensors (CIS), the industry market is expected to continue in the near future, coupled with the trend of independent control of the core electronic parts and components of the domestic leading domestic manufacturers with the relevant core technology assets is expected to benefit significantly.

Dragon 49: long power technology (600584)

Core logic:

1. the company is the domestic electronic sealing and testing field leader, the 2019 annual performance forecast turned a profit, subsidiaries to intangible assets funded by the industrial investment income is very substantial;

2. the face of the 5G construction , consumer electronics and the Internet of Things and other multiple factors **** vibration, coupled with the domestic electronic semiconductor field of independent security and control trend is clear, the company took the initiative to expand production in large quantities, seize the advanced packaging dividends.

Long 50: SangYi Technology (600183)

Core logic:

1. The company is a leading enterprise in the field of copper-clad laminate, and recently built a new production base in Ji'an, to further encode the 5G, high-end automotive electronic products, etc. With the acceleration of 5G construction and the widespread popularization of intelligent driving products, the future of the new

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