1. Media and entertainment.
Publishing & Media, Shandong Publishing, Anhui New Media, Dragon Media, Guomai Culture, Cultural Investment Holdings.
Preferred: Publishing & Media (current price: 8.)97 yuan, total market capitalization: 49400 million).
Theme: Data Confirmation + Online Games + Intellectual Property.
Remarks: It is the first publishing enterprise in China to realize the overall listing of editorial business and business business, publishing business, publication distribution business, bill printing business and printing materials business.
2. Software services.
Yunding Technology, Zhenshitong, Tonghui Information, Ouma Software, Hongjing Technology, SuperMap Software.
Preferred: True Vision (Current Price: 26.)85 yuan, total market capitalization: 56300 million).
Theme: Eastern Data and Western Computing + Huawei Computing Power + Computing Power Leasing.
Remarks: Multi-class video solution provider with first-class qualification for information system integration, multi-class video system construction and service business;Data center system construction and service business.
3. Automobiles.
Lian Ming Co., Ltd., Shenglong Co., Ltd., New Coordinates, Dongan Power, Beiba Media, Desay SV.
Preferred: Shenglong shares (current price: 43.)84 yuan, total market capitalization: 103600 million).
Theme: reducer + automotive thermal management + Huawei car.
Remarks: A number of first-class domestic manufacturers of automotive OEMs and power system components, R&D, production and sales of parts in the field of automotive powertrain.
4. Components.
Yingtong Communication, Wufang Optoelectronics, Emdoor Information, Siquan New Materials, Huasu Holdings, Kaisheng Technology.
Preferred: Wufang Optoelectronics (current price: 19.)69 yuan, total market capitalization: 57700 million).
Theme: Mixed Reality + CPO Concept + Optical Communication.
Remarks: The second largest enterprise in the infrared cut filter industry, the R&D, production and sales of precision optoelectronic thin film components.