Capital construction leading stock is an important pillar of China's economic development. Thanks to the support of national policies and market demand, the industry has maintained rapid growth. What are the new infrastructure leading stocks brought by the following small series? This will do you a lot of good. Let's have a look.

What is the leading stock of new infrastructure?

The leading shares of new infrastructure are as follows:

1, 5g: 000063 ZTE, 00586 Huiyuan Communication, 3003 12ST Bangxun, 000070 Texun, 603220 Zhongbei Communication, 603322 Chaoxun Communication, 300502 Xinyisheng, 002475 Luxshare, etc.

2.UHV: 60 1700 Feng Fan, 6030 16 Xinhongtai, 600268 Guodian Nanzi, 300265 Tongguang Cable, 002498 Hanergy, 3002 15 Electric Power Research Institute, etc.

3. Rail Transit: 60 1 186 China Railway Construction, 60 1002 Jinyi Industry, 600495 Jinxi Axle, 60 1766 CRRC, 3000 1 Dinghan Technology, 300587.

4. Big data center: 60 136036036438+0 data port, 3002 12 Yihualu, 6033 138 massive data, 002335 Ke Hua Hengsheng, 600588 UFIDA, 600845 Baoxin software, etc.

Top ten leading capital stocks

New infrastructure, called new infrastructure construction, mainly includes the following seven areas: 5G base station construction, UHV, intercity high-speed rail and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence and industrial Internet.

Construction of 1 and 5G base stations

5G refers to the fifth generation mobile communication technology, which has the characteristics of high speed, low delay and large connection.

Equipment leader: ZTE

High-speed optical module faucet: Zhongji Xu Chuang

The Leader of RF Materials: Yi Sheng Science and Technology

Antenna faucet: flying to xiangrongda.

Optical Communication Leader: Fiberhome Communication

Wireless RF faucet: Shennan Circuit (PCB), Hudian Company (PCB), Dongshan Precision (filter).

Core network leader: Ziguang shares

2.UHV

UHV refers to DC and 1000 kv and above with voltage level of 800 kv and above.

Power equipment leaders: Guodian Nanrui, siyuan electric and Xuji Electric.

Transformer taps: TBEA, china xd, and Power Protection Transformer.

High voltage switchgear: Gao Ping Electric.

Energy construction: China can build.

Electric power automation: Sifang shares

3. High-speed Railway and Urban Rail Transit

High-speed rail: Beijing-Shanghai high-speed rail, CRRC, China Hao Tong, China Railway.

4. New energy vehicle charging pile

Charging piles are similar to tankers, which can charge electric vehicles. With the continuous promotion of electric vehicles, charging piles still have broad prospects.

Charging piles: Zhong Ding, Zhongheng Electric, Goodyear, Sunshine Power, TBEA and Shanshan.

5. Big data center

InternetDataCenter, English for Internet data center, referred to as IDC, has a huge industrial chain.

Data Center: Zhongke Shuguang, Massive Data, Data Port, Radio and Television Network, Ke Hua Data and Halo New Network.

Cloud computing: Guanglianda, UFIDA, Jinshan Office, Hang Seng Electronics, Baoxin Software and Ziguang.

What are the leading stocks of 5g new infrastructure?

1, 5G optical module: Guangxun Technology is an old brand of 5G optical module. Xinyisheng and CIMC Xu Chuang are the leaders of 5G digital communication. In addition, there are Chang Fei Optical Fiber, Hengtong Optoelectronics, Yingshi, Philips, Fiberhome Communications and other 5g new infrastructure leading stocks.

2. Big Data Center: 360, Data Port, Yihualu, Massive Data, Ke Hua Hengsheng, UFIDA, Baoxin Software, Tongguang Cable, Chinese Cable, Electric Research Institute, etc.

3. Main equipment suppliers: ZTE, Huiyuan Communication, Bangxun Technology, Tefa Information, Beixun, Chaoxun Communication, Xinyisheng, Luxshare, etc.

4. Rail Transit: China Railway Construction, Jinyi Industry, Jinxi Axle, CRRC, Dinghan Technology, Tiantie, etc.

What are the leading stocks of railway infrastructure concept?

1, Baota Industry

The company is mainly engaged in bearing production and sales, photovoltaic bracket production business and material trade business. The main products of bearings are petroleum machinery bearings, metallurgical rolling mill bearings, heavy-duty automobile bearings and construction machinery bearings.

2. Kangtuo infrared

The company belongs to China Academy of Space Technology, China Aerospace Science and Technology Corporation, and is an important equipment supplier and solution provider in China railway locomotive and rolling stock operation safety inspection and maintenance industry.

The main products include infrared axle temperature detection system for railway vehicles, dynamic image detection system for train operation faults and intelligent storage system for locomotive and vehicle maintenance and automation.

3. tunnel shares

The company is a well-known general contracting enterprise for municipal infrastructure construction design and construction in China, and is in the leading position in the industry in underwater highway and subway tunnel engineering in soft soil stratum. The company is the only company in the world with shield tunnel construction and shield equipment manufacturing capacity, and also the largest enterprise specializing in soft soil tunnel construction in China.

4. Guodian Nanzi

Huadian Complete Company, a wholly-owned subsidiary, acquired Nanjing Guodian Nanzi Rail Transit Engineering Co., Ltd., injected assets such as Guodian Nanzi Railway Automation Division, re-established Nanjing Guodian Nanzi Rail Transit Engineering Co., Ltd., and built a unified rail transit professional operation platform.

5. Jiaxun Hong Fei

The company is committed to technical application innovation in the field of communication and information, and provides customers with a command and dispatch system and comprehensive solutions integrating communication, information and control. Products include conventional dispatching series products, emergency command series products and railway disaster prevention and safety monitoring system based on the former two.

What are the leading stocks of new infrastructure charging piles?

1, Teruide (30000 1): Its business is mainly outdoor box-type electric equipment, namely charging piles.

2. Wanma Co., Ltd. (002276): its main business is power cables, and the plate is charging piles.

3. The above two companies have the advantages of first Mover, capital scale and brand effect. Short positions belonging to the plate. In addition, the manufacturers of DC complete machines and charging modules are also worthy of attention. The enterprises here mainly include Costa (002518) and Incorui (3007 13).

4. trillions of funds have been started on this new infrastructure, and the construction of new energy vehicle charging piles will also be a huge project in Xixiang, which will bring certain opportunities to related enterprises. You can pay attention to related enterprises and funds in a timely manner.