The new quality productivity is the general direction put forward by the top level, which represents the productivity of technological innovation, the improvement of the productivity of production factors, the transformation and upgrading of industries, etc., and promotes the obvious development of the economy. In this direction, there will be 10 baggers or even 100 baggers in the future, and everyone must pay attention to it, and it is likely to be the core main line in 2024. Today I spent four hours, read five research reports, and summarized 6 subdivided investment directions, everyone must collect them, and use them in the future!
Direction 1: Artificial intelligence
The trend of artificial intelligence in the US stock market is very strong, and Nvidia has risen 6 times in just one year, and the main reason for such a strong performance is that artificial intelligence is definitely a new quality productivity.
So I have sorted out several companies in A-shares, all of which are representative companies of artificial intelligence:
iFLYTEKXinghuo is a new generation of cognitive intelligence model launched by the company, and its performance ranks first in the industry.
Emdoor Information:The company is one of the few consumer electronics ODM manufacturers with large-scale production capacity in Chinese mainland;
JMicron:OpenHarmony is an open-source operating system for the intelligent connection of all things, and JMicron has deployed open-source HarmonyOS and AIPC.
The second direction: computing power
The development of artificial intelligence is good or not, computing power is the foundation, the development of artificial intelligence, computing power must have a huge demand, so computing power is easy to come out;
Zhongji InnoLight:The demand for high-end products such as 800G is growing rapidly.
Accelink:The company's core competitiveness is the layout of the whole industrial chain of optical communication devices, with optical chips and advanced packaging technology.
New Yisheng: One of the few enterprises in China that has the ability to deliver 100G, 400G and 800G optical modules in batches, and has mastered high-speed optical device chip packaging and optical device packaging.
The third direction: industrial machine tools
Inovance Technology:Inovance Technology is a leader in industrial automation. The company's three core products of general servo, low-voltage inverter and small PLC are the first in the market share of domestic capital.
Qinchuan machine toolQinchuan Machine Tool is deeply engaged in the manufacture of machine tools and tools, and is the leading backbone enterprise in the domestic machine tool industry. The market share of the company's gear processing machine tools has exceeded 60%;
Yuhuan CNCThe company is a scarce high-end CNC machine tool R&D and manufacturing enterprise in China, and its main products are five-axis linkage polishing machine CNC grinding machine with high technical barriers.
The fourth direction: industrial Internet
Dongtu Technology:Dongtu Technology is a domestic embedded real-time OS leader, and localization has opened up tens of billions of market space: Dongtu Technology started as an industrial switch, and has laid out multiple industrial Internet links through multiple mergers and acquisitions.
Central Control Technology:As a leading enterprise in process industry automation and intelligence, the company's core products such as DCS, SIS and APC rank first in the domestic market share.
Hyde Control:It is a leading product manufacturer and system integration service provider in the field of industrial informatization and automation in China.
Fifth direction: humanoid robots
Zhongda De:The company is the only manufacturer in China that provides precision reducer, servo drive, permanent magnet DC motor and AC geared motor for mechanical transmission control core components.
Mitutoyo IntelligenceThe company is a leading supplier of industrial intelligent equipment in ChinaThe sixth direction: brain-computer interfaces
Sanbo Brain DepartmentThe company is the leading stock of domestic brain hospitals, and it is also the only one, which is very scarce.