1. Computing power. The Ministry of Industry and Information Technology has strengthened the construction of infrastructure such as computing power of 5G data centers, which is good for Sugon, Gaolan Co., Ltd., Radio and Television Yuntong, Si Teqi, Xin Yisheng, Uni-President Co., Ltd., Optical Communication Technology, etc.
2. Robots.
Ministry of Industry and Information Technology: Forward-looking layout of future industries, open up new tracks for future industries such as artificial intelligence, humanoid robots, and quantum, which is good for Haozhi Electromechanical, Julun Intelligence, Tianqi Co., Ltd., Jiangsu Leili, Kelier, Zhongda De, etc.
3. Agriculture. The State-owned Assets Supervision and Administration Commission (SASAC) has increased investment in the field of food security, promoted the self-reliance and self-improvement of seed industry science and technology, and the independent and controllable seed source, which is good for Jinjian Rice, Beidahuang, Denghai Seeds, Zhejiang Agricultural Shares, etc. 、
Fourth, the data center.
The five departments continued to carry out the construction of green data centers and strengthened the smart energy management of data centers. Strengthen the design of new computing infrastructure systems, and build converged computing centers covering general computing, intelligent computing, and supercomputing. Good for Gaolan shares, Zhiwei Intelligence, COSCO Shipping Technology, Zero Point Numbers, Jialitu, Shensanda A, etc.
5. New types of towns.
The National Standing Committee will study and further promote the relevant measures of people-oriented new urbanization, which is good for Meichen Ecology, Nanfang Road Machinery, Suzhou Planning, Hongjing Technology, Lingnan Shares, Leo Planning, etc.
6. Ant Financial.
Recently, the central bank issued an agreement to change Alipay network technology to be the actual controller of me, which is good for Transfar Zhilian, Hefei Urban Construction, Junzheng Group, Xiangyou Technology, etc.
7. Silicon-based OLED
Apple's MR adopts the latest silicon-based OLED technology, which will drive the rapid development of the industrial chain. At present, Hefei Shiya and Sony are tied for one. Good for Wufang Optoelectronics, Yitian Shares, Kechuan Technology, China Optics, etc.
8. Photovoltaics. In the case of PV overcapacity intensifying supply-side competition, the profitability of the industrial chain may face a significant contraction, and the industry will enter a new round of reshuffle. Good for Jinchen shares, Deye shares, Fleanite, Qingyuan shares, King Kong photovoltaic, etc.
9. Satellite Internet.
Recently, China successfully launched the satellite Internet technology test satellite using the Long March-2C carrier rocket at the Jiuquan Satellite Launch Center. Good for Tianyin Electromechanical, Higer Communication, Huali Chuangtong, Mengsheng Electronics, Creative Information, etc.
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