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.

As an important development direction of the Tenth Five-Year Plan, investors should also pay close attention to these areas and closely follow the national development strategy.

Bian Xiao selected the following leading stocks from more than 5,000 A-share listed companies for your reference.

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

Internet Data Center, 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.