1, Industrial Fulian (601138) : As the world's leading supplier of communication network equipment, Industrial Fulian provides intelligent manufacturing services with BEACON Industrial Internet platform as the core, and won the trusted service evaluation certification, showing its leading position in the field of intelligent manufacturing.
2. Zte (000063) : committed to investing in the establishment of industries, as well as the sale of electronic and communication equipment parts. As a world-renowned comprehensive communication equipment and communication solutions provider, the company has a global presenceMarket leadership. Special information (000070) : With "optical fiber and cable, intelligent access, military information, intelligent service" four industries as the core, focusing on research and development, production and sales.
3. Zte (000063) : As one of the world's leading integrated communication manufacturers and communication solution providers, ZTE has significant market position and technical advantages in the field of communication equipment. Special information (000070) : The company's business covers optical fiber and cable, intelligent network and military information and other fields, through continuous technological innovation and market expansion, special informationIt occupies a place in the communication equipment industry.
4, telecommunications equipment leading stock ranking: Huawei Technologies Co., LTD. : Huawei is not only the world's leading telecommunications equipment supplier, but also has a high performance in the stock market. Its strong research and development strength and extensive market layout make it occupy a leading position in the communication equipment industry.
The list of consumer electronics concept leading stocks is organized as follows: Gemet: Domestic mobile intelligent terminal protection accessories manufacturer Mobile phone wireless charging leading stock , with strong mobile phone wireless charging leading stock R & D, production and quality management capabilities Mobile phone wireless charging leading stock , can adapt to the market rapid iteration. Stik is a supplier of functional coated composites for a wide range of functions in the consumer electronics manufacturing sector. Yingli Shares: focus on the development, production and sales of structural components modules and related precision molds for consumer electronics products.
In the consumer electronics sector, examples of leading stocks include: LisunPrecision (002475) : The annual report for 2020 shows that the company's net profit reached 72.5 billion yuan, the compound growth rate of 689% in the past three years, the return on equity was 30.29%, the gross margin was 109%, and the earnings per share was 0300 yuan.
Jierong Technology (002855), as a supplier of precision molds and structural parts in the 3C industry, has a total market value of 7.9 billion, and has a stable position in the industry. ST Yushun (002289), the main business covers liquid crystal display and modules, up 22 times in the past year, the market value of 1.7 billion. Baoming Technology (002992), the main business is LED backlight and capacitive touch screen, the market value of 11.3 billion, nearly a year up 19 times.
Wentai Technology (600745) : The main products provided by the company include mobile communication machines and equipment, among which smart phones are the leading products; At the same time, the company also provides commercial housing. The main business includes technology research and development of mobile Internet equipment products, housing rental, hotel services and other information.
A-share consumer electronics leading analysis: 4 potential stocks analysis First of all, let's focus on the so-called undervalued pearl of Goer shares (002241), its total market value reached632.7 billion, return on equity 24%. As a leading manufacturer of electroacoustic devices, Goertek provides first-class acoustic solutions.
Apple wireless charging concept stock leader has total Da Electrosound; Anjie Technology; Lishun precision; Goer Shares; Crystal photoelectric; Dongshan precision; Ultrasonic electronics and other high-tech companies.
The industry leaders of Apple industry chain are: Lichun Precision 002475 (Apple wireless charging core supplier); The letterLens Technology 300433 (Apple supplier, Apple order share of more than 40%). Popular leader: Shennan Circuit 002916 (Apple mobile phone silicon microphone); Changying Precision 300115 (macbook metal case order); Dongshan Precision 002384 (subsidiary high-end FPC supply Apple).
Shun Luo Electronics (002138) said that the company's wireless charging coil has been mass produced and is being promoted in the market, and if the wireless charging market application is gradually opened, the company may be the first to benefit.
1, g real leading stocks: Tianfu Communication, Changfei Optical fiber, Shennan Circuit, Zhongke Shuguang, Unigroup Shares, Star network Ruijie, Zhongji Xuchuang, New Yisheng, Light fast Technology, ZTE. Tianfu Communications: the return on equity of the company is 23%, the gross profit margin is 504%, the net profit rate is 214%, the first quarter revenue is 43.4 billion, an increase of 545%, the non-net profit is 68.6 million, an increase of 70.59%, the current total market value is 14.2 billion, and the rolling price-earnings ratio is 43Times.
2. Wanma Technology (300698) : focuses on ODN products and optical device products in the field of communication network wiring and information cabinet, and provides 5G optical link intelligent fiber box solutions. The company's optical devices business accounted for 12% of revenue. Kesson Technology (300565) : The main business includes ODN products, wireless access products and physical connection equipment of transmission network, providing end-to-end complete solutions for ODN equipment in FTTX access network.
3, 5G main equipment supplier: ZTE led, Huiyuan Communication, BCOM technology, special information, Bay communication, Chaoxun communication,Xinyi Sheng, Lishun precision followed. Rail transit industry: China Railway Construction, Jinyi Industry, Jinxi Axle, CRRC, Dinghan Technology, Tiantian Shares, etc. are the leading 5G new infrastructure stocks in this field.
4, Hengtong Optoelectronics: the market value of 33 billion yuan, to provide the most complete domestic optical communication industry chain of the main supplier, optical fiber and cable field leading enterprises. Zhongtian Technology: Market value of 36 billion yuan, domestic light rod field leading enterprises, special optical cable domestic market share of more than 30%. 1 Dongshan Precision: Market value 45.4 billion yuan, leading shares in the field of filters, the world's largest base station antenna precision sheet metal partsOne of the piece providers.
5, what are the communication base stations of g leading stocks: communication base station related concept stocks are Gosbell, new Lei Neng, Jing Quanhua, Yaguang Technology, Ming Pu optical magnetic, Haite High-tech, Nanjing Panda, Yi Hua shares, Bay communication, Tongyu Communication, Chunxing Seiko, Hudian shares, Cambridge Technology.
1, the leading stocks of Apple industry chain concept stocks are: Jingyan Technology (300709) : The company mainly provides research and development of vacuum ion coating equipment, precision parts, process decorationProduct optoelectronic equipment processing and manufacturing. Baibang Technology (300736) : The company mainly engaged in computer, software and auxiliary equipment, electronic products, communication equipment sales; Communication equipment maintenance, etc.
2, the industry leaders of Apple industry chain are: Lichun Precision 002475 (Apple wireless charging core supplier); Xinwei Communication 300136 (Apple's only antenna supplier in the mainland); Lens Technology 300433 (Apple supplier, Apple order share of more than 40%). Popular leader: Shennan Circuit 002916 (Apple mobile phone silicon microphone); Changying Precision 300115 (macbook metal case order); Dongshan Precision 002384 (subsidiary high-end FPC supply Apple).
3, Apple industry chain has Jingyan Technology (300709), Tony Electronics (603595), Yunhai Metal (002182), Yunhai Metal (002182), Lianchuang Electronics (002036), Lingyizhi Manufacturing (002600), Lingyizhi Manufacturing (002600), Kesen Technology (603626), Ke Mori Technology (603626), Changying Precision (300115), Dongshan Precision (002384)), Dongshan Precision (002384), Huagong Technology (000988) and other stocks.
4, in the Apple industry chain, the most beneficial stocks are mainly concentrated in the following aspects: first, the parts suppliers that cooperate with Apple, such as suppliers of semiconductors, display screens, batteries and other key components; Manufacturers engaged in the assembly and manufacture of Apple products; Third, software and service providers, such as operating systems and cloud computing services. Through close cooperation with Apple, these companies are able to share Apple's huge market share and profits.
5, Apple industry chain stock: Huan Xu Electronics 601Acoustic electronics and other high-tech companies.
Jinsheng Precision (300083) : The company has a wireless charging structure related patents, and is developing wireless charging ceramic battery cover technology. Klik (002782) : On the interactive platform, it said that it has the technical reserve of wireless charging, and will actively carry out the strategic layout and seize the opportunity to enter the market.
Yunlu Stock (688190) annual report: Net profit of 90 million yuan, net profit growth rate of 428%, operating income of 3.9 billion yuan. Toni Electronics (603595) annual report: Net profit of 63 million yuan, net profitThe annual growth rate was 376%, and the operating income was 3.8 billion yuan. Jingquanhua (002885) (002885) annual report: Net profit of 55 million yuan, net profit growth rate of 1180.62%, operating income of 11.1 billion yuan.
Aohai Technology: Main business: design, research and development, production and sales of intelligent terminal charging and storage products such as chargers and mobile power supplies. Lishun Precision: Main business: Connector product development, production and sales. Xinwei Communication: Main business: mobile terminal antenna, 3G terminal antenna, module antenna, 3D precision molding antenna.
Line of apple industry chainIndustry leaders: Lichun Precision 002475 (Apple wireless charging core supplier); Xinwei Communication 300136 (Apple's only antenna supplier in the mainland); Lens Technology 300433 (Apple supplier, Apple order share of more than 40%). Popular leader: Shennan Circuit 002916 (Apple mobile phone silicon microphone); Changying Precision 300115 (macbook metal case order); Dongshan Precision 002384 (subsidiary high-end FPC supply Apple).