2020 Science and Technology Treasure Map-Science and Technology 50 Stock Pool

Now, just like before the Spring Festival, it is a structural bull market for technology stocks! In 2020, you must pay full attention to the research and allocation of technology stocks. Because the core of China's current industrial development is the transformation and upgrading of science and technology industry.

The development of any big country will enter a cycle with industry as the core. China used to be a real estate economy, and indirect financing was the most suitable. It is indispensable to develop direct financing market, capital market and investment banking service industry. Therefore, both the industry and the capital market are welcoming their own high-light era.

Welfare has come, gathering the highest investment strength of the institute, deeply tracking, excavating the trajectory of the technology industry, and sorting out the "2020 technology treasure map-technology 50 stock pool". As the name implies, technology 50 is 50 technology stocks with only investment value. The purpose of ticket pool screening is to delineate the technology stocks to be tracked in the next year, lock the target, and not let your energy be too scattered, so as to choose the best among the best!

And, dynamically track every stock in the table! And developed the corresponding index to facilitate investors to understand the first echelon of technology companies more intuitively.

According to this 50-share technology pool, let me tell you the research logic:

1. By tapping the industrial value chain, according to the comprehensive factors such as R&D ability, performance and operating conditions of listed companies, 50 scientific and technological enterprises were selected and the index was compiled with equal weight.

2. Dynamically track the index, and transfer in or out the index constituent stocks according to the half-year cycle.

2020 should be the electronics industry, that is, the performance verification period and investment climax period of 5G terminals. The industry distribution of the index is dominated by the computer and electronics industries, accounting for more than 60%!

Next, I will announce the goal of the science and technology 50-vote pool and the core logic of each goal, which is also a concern of everyone. 50 tickets, presented by 5 tables, each table has detailed stock tracking logic.

Dragon 1: Technology (603 160)

Core logic:

1, the company is the leading fingerprint under the screen, benefiting from the heavy volume of smart phones, and its performance continues to exceed expectations;

2. The Internet of Things becomes the new blue ocean in the future, and TWS headphones are innovative.

3. The company has a deep technical reserve and its patented technology is at the leading level in the industry. The company's products will benefit from the update of their own products and the increase in the popularity of TWS headphones.

Longji: Hengrui Pharma (600276)

Core logic:

1. For many years, the company has been the pharmaceutical enterprise with the largest R&D investment and the strongest R&D strength in China, and the earliest pharmaceutical enterprise in China to transform from "imitation innovation" to "innovation-driven".

2. With the rapid development of TIM3, TLR-7, IL- 15 and other projects, it is too early to talk about the ceiling in Hengrui Pharmaceutical, which is the absolute leading enterprise of innovative drugs in China. Aside from the huge space in the international market, the domestic market space alone is enough for the company to maintain an annual growth rate of more than 20% for at least 10 years.

Dragon three: Iflytek (002230)

Core logic:

Leading domestic voice technology, high-quality track of AI+ education. The platform is empowered and the core business develops healthily.

1. By the end of 20 19, Iflytek Open Platform had gathered more than1120,000 developer teams, and the total number of applications exceeded 730,000;

2. In the field of education, intellectualism. Com has covered more than 65,438+05,000 schools in 32 provincial administrative regions.

3. In the judicial field, the intelligent trial system has now covered 3/kloc-0 provinces, municipalities and autonomous regions in China, with more than 3,000 political and legal units. The company released the 20 19 annual performance forecast, which improved profitability and achieved the best operating cash flow in history.

Long Si: I am convinced (300454)

Core logic:

Practitioners and leaders of SDX are convinced that they have strong product capabilities to promote business development.

1, information security business: productization and channel advantages to build a moat;

2. Cloud computing: the key to rising the ceiling;

3. New IT business: software-defined infrastructure and expanding business boundaries.

Dragon five: Sany Heavy Industry (60003 1)

Core logic:

As one of the "Big Three" construction machinery companies in China, the company not only ranks in the forefront of international companies for a long time, but also has the best listed assets of construction machinery among A-share listed companies.

At the recent international defense exhibition, Sany launched a multi-type ground unmanned combat vehicle, and the company successfully cut into the military field. It is expected to continue to benefit from the integration of national defense and civil technology in the future, and the prospect of improving the core competitiveness of enterprises is improving.

Dragon 6: Beijing Zheng Jun (300223)

Core logic:

1. Company is a leading processor chip manufacturer in China. It has been deeply involved in the MIPS instruction set processor chip field for many years and accumulated rich technical reserves.

2. After the acquisition of silicon, a platform pattern of "storage+processor" was formed;

3. The complementary effect of storage and processor services is obvious, and the two sides are expected to release the synergistic effect in customer design import and supply chain bargaining, forming "1+1>; 2 "Cooperation.

Longqi: Zhao Yi Innovation (603986)

Core logic:

1, Zhao Yi is a domestic high-quality memory chip and microcontroller design enterprise, among which SPINorFlash and 32-bit MCU have reached the world leading level;

2. Optimistic about the high growth of NorFlash products in the rise of downstream applications such as TWS, AMOLED, TDDI and ADAS in recent two years;

3. We are optimistic about the company's category expansion with the help of technological progress in NANDFlash, DRAM, MCU and other fields, and the business prosperity of NorFlash is on the rise. The company actively practices category expansion and accelerates domestic substitution.

Dragon 8: Beihuachuang (00237 1)

Core logic:

1, the company built a product matrix of IC equipment, covering 39% of the equipment in a single equipment line, with rich products;

2. Storage evolves to 3DNAND, and the investment in etching /CVD equipment doubles;

3. The storage expansion line has accelerated, and the IC equipment industry has ushered in an inflection point.

Longjiu: ZTE (000063)

Core logic:

1, the company will definitely land, and 5G will accelerate its development. In 2020, large-scale construction of 5G began, and operators began intensive bidding, and the company's benefits were certain.

2. In 2020, China's 5G scale construction was officially launched. It is estimated that more than 600,000 stations will be built throughout the year, and the 5G bidding of the three major operators will be launched in the near future.

3. The company has invested heavily in the layout of the entire product line of 5G base stations, 5G terminals, bearers and core networks, which will definitely benefit as a leader in communication equipment.

Dragon 10: Zhongke Chuangda (300496)

Core logic:

1, benefiting from the release of demand for new 5G models, the growth rate of smartphone business revenue exceeded15%;

2. Intelligent networked automotive operating system products continued to grow rapidly, and the revenue growth rate of automotive electronic business exceeded 60%. I believe that the company is the main beneficiary of the AIOT industry trend.

Long 1 1: Contemporary Ampere Technology Co., Ltd. (300750)

Core logic:

The company teamed up with Tesla to highlight its leading position:

1, the leading position of power battery is stable and its performance is growing rapidly;

2. The production capacity has expanded substantially, and the shipment volume is expected to further increase;

3. The price drops slowly, and the gross profit margin is expected to maintain a high level.

Dragon 12: Hypergraph Software (300036)

Core logic:

1. The U.S. government restricts the export of geospatial imaging software and attaches great importance to the localization of GIS and overseas market expansion opportunities.

2. The company is not only the domestic GIS leader, but also the international status is constantly improving. According to the report of ARC Consulting Group, SuperMap ranks third in the global GIS market and 1 in Asia.

3. The demand for land and space planning and natural resources registration is gradually released.

Dragon 13: zhongke Shuguang (6030 19)

Core logic:

1. This company is the national platform of computing technology of China Academy of Sciences. With the advantages of security, performance and ecology, the company's controllable servers are expected to gain a larger share.

2. The rapid growth of software business is expected to promote the rapid growth of the company's overall gross profit margin and profit.

The company holds high-quality assets of Chinese Academy of Sciences such as Guang Hai and Zhongke Xingtu, which is expected to usher in a revaluation under the background of scientific and technological innovation.

Dragon 14: Huichuan Technology (300 124)

Core logic:

1, the industrial automation industry bottomed out and the company's orders began to pick up;

2. The new energy vehicle business is undergoing positive changes. Taking power supply and electronic control motor components as the breakthrough point, the company takes advantage of China's supply chain and rapid response to constantly seek opportunities for international customers to cooperate in projects;

3. An overseas automobile company was designated as DCDC and OBC, and five domestic automobile companies were designated. The rest of the car companies are actively deploying and are expected to make breakthroughs.

Dragon 15: Guodian Nanrui (600406)

1, Guodian Nanrui is the core support of the State Grid's "three types and two networks, world-class";

2. With the acceleration of ubiquitous power, ICT business is expected to grow rapidly;

3. Optimize internal management to inject vitality into emerging industries;

In hand, a large number of UHV and flexible orders keep growing.

Dragon 16: Goer shares (00224 1)

Core logic:

1, TWS, and wearable demand continue to be strong, and the Android camp has broad room for growth;

The recovery of demand in the 2.3C industrial chain will increase the income of the precision parts group, and the 5G commercial accelerated VR/AR is ready to go;

3. Refined management optimizes operational efficiency and significantly improves operational cash flow.

Dragon 17: Ruike Laser (300747)

Core logic:

1, industrial robots continue to heat up, and domestic products will continue to replace them. As a domestic large-scale laser leader, the company's market share is expected to gradually increase;

2. Benefiting from the lithium battery boom, it covers well-known customers, among which Ruike Laser has cooperated with more than ten domestic equipment integrators, and its laser products have entered power battery manufacturers including Contemporary Ampere Technology Co., Ltd., BYD and Guo Xuan Hi-Tech.

With the recovery of domestic manufacturing industry, the company is expected to usher in an inflection point in 2020.

Dragon 18: Inspur Information (000977)

Core logic:

1. Cloud computing is the "shovel" in the application cycle of 5G, with a clear "investment clock", which really enters the profit explosion period, and the underlying infrastructure and upper applications are expected to break out in 2020. The capital expenditure of upstream cloud computing vendors will increase significantly in 2020.

2. The company * * * released two edge computing servers, which not only have AI capabilities, but also can adapt to complex environments such as high temperature and high humidity, and have strong scalability. The company's share continued to increase, accelerating the expansion of overseas markets. The wave of 20 18 is second only to Dell and HPE server shipments, and the global market share is expected to continue to increase in the future. The penetration rate of the company's overseas market is still low, and the company has successfully launched overseas customers.

Dragon 19:A(000725)

Core logic:

The company is a leader in the LCD and organic light-emitting diode industries, and its main business LCD ranks first in the world. It is expected that the price of LCD will stabilize in the second quarter. The construction of the 6th generation flexible AMOLED production line progressed as planned, and the market share of the company's AMOLED panels became the second in the world. Huawei's latest folding screen mobile phone uses BOE's flexible screen.

Dragon 20: Jingsheng Electromechanical (3003 16)

Core logic:

The company's main business is photovoltaic single crystal furnace, followed by semiconductor single crystal furnace.

1. The iteration of photovoltaic large silicon wafer technology will lengthen the equipment demand cycle. Photovoltaic silicon wafer enters a new production cycle, and the single crystal permeability will be greatly improved. Jingsheng Electromechanical Co., Ltd., as the only supplier of 12 inch equipment in Central, will greatly benefit.

2. The semiconductor business has entered the harvest period, and the second phase of the Big Fund will focus on supporting the localization of equipment and materials, and the leading silicon wafer equipment is expected to benefit. The 8-inch production line in Central is officially put into production, and 12-inch equipment is about to enter the site. The pace of purchasing equipment by Zhonghuan Co., Ltd. has obviously accelerated, and Jingsheng Electromechanical Co., Ltd., as a core equipment manufacturer, will greatly benefit.

Long 2 1: Desai Siwei (002920)

Core logic:

Leading intelligent cockpit integrator in China, focusing on intelligent cockpit, ADAS and car networking.

1. The high-definition camera and high-definition panoramic system have been mass-produced, and the automatic parking system is expected to be mass-produced and delivered to customers this year. Millimeter wave radar production line has been completed and can be mass-produced;

2. Sensors: L4/L5 multi-sensor integration will become the standard, and the global vehicle sensor market will exceed $50 billion in 2030.

Dragon 22: Zhongke Sanhuan (000970)

Core logic:

1. Company is the largest NdFeB magnetic material enterprise in China. Since more than ten years ago, the research and development of the application field of new energy vehicle drive motor has been started. At present, the related technologies are relatively mature and the product quality is stable. The products have been applied to new energy vehicles of many European and American automobile manufacturers. It will benefit from the explosive growth of demand for new energy vehicles and robot motors.

2. It is planned to hold 5% equity of Southern Rare Earth. After the delivery, the company is the second largest shareholder of the group and the only permanent magnet material company with extremely scarce medium and heavy rare earth resources in the market.

Dragon 23: Hang Seng Electronics (600570)

Core logic:

1. Hang Seng Electronics is a leading enterprise in the financial IT industry of securities firms. The company belongs to Ali department. R&D has high performance, high net interest rate and high market share;

2. Strong demand for financial IT: the reform of capital market and opening to the outside world have spawned a large number of financial IT demands such as securities firms;

3. The company implemented the online strategy, and the strategy of Dazhong Taiwan was accelerated. In the future, the company will continue to increase the market share of more products, maintain the competitive advantage of traditional businesses, promote the landing of emerging technologies, and achieve greater breakthroughs in innovative businesses.

Dragon 24: Zhongwei Company (6880 12)

Core logic:

1. The semiconductor equipment unicorn company of Zhongwei Company mainly provides etching equipment, MOCVD equipment and other equipment for manufacturers of semiconductor products such as integrated circuits, LED chips and MEMS.

2. The semiconductor industry is a strategic, basic and leading industry of modern economic and social development, and semiconductor equipment is an important cornerstone of the Internet of Everything.

Long 25: Sheng Bang (30066 1)

Core logic:

1. Domestic analog chip quality enterprises continue to expand the market of high-performance operational amplifiers, ADC and DAC from "signal chain+power supply". China's analog market accounts for about 60% of the world's total, and the analog integrated circuit products used account for about 45% of the global output, while China's analog chip output only accounts for about 10% of the global share, so there is huge room for import substitution.

2. Yu Tai equity, Yu Tai's main team comes from internationally renowned leading analog companies and has accumulated profound knowledge in power chips.

Dragon 26: Hikvision (0024 15)

Core logic:

1. In the new ecological era of cloud-side security industry AI, Haikang is an excellent intelligent IOT, a leader in big data services, with outstanding core competitiveness and stable industry position.

2. With Daan's defense as the shield, we will explore the eye-catching project and the civil security market.

3. Take big data as a spear, open the AI cloud platform, and promote the digital transformation of all walks of life.

Dragon 27: Weining Health (300253)

Core logic:

1. National layout, deepening medical informatization. The company became the only IDC global medical technology company in China and Asia.

2. Electronic medical record rating promotes the high prosperity of traditional medical information. The medical information industry will maintain a high degree of prosperity and boost the company's rapid development in the field of traditional medical information.

3. The Internet promotes the new development of medical innovation business. Weining Health grasps the development of Internet medical care in time, and establishes "cloud medical care", "cloud insurance", "cloud medicine", "Yun Kang" and "1 Internet platform" to create innovative Internet business.

Dragon 28: Donghua Software (002065)

Core logic:

1. Donghua Software is currently the largest core TIT integrator in China. Huawei and Tencent cooperate to promote cloud computing business, and Tencent shares.

2. Donghua Software cooperated with Huawei in 2002 and jointly released two joint financial industry solutions based on Kunpeng Ecology, which is expected to become an important participant in Huawei's industrial chain in the financial IT field.

3. With favorable policies, the company's medical business is expected to speed up. Relying on the company's first-Mover advantage in the field of medical IT (covering more than 600 hospitals), the medical business has been accelerated.

Long 29: UFIDA Network (600588)

Core logic:

1. The company has accumulated deep and high-quality customers for leading enterprises in ERP industry, and its core products are constantly polished. Cloud office+digital transformation has accelerated the overall cloudization and built a SaaS leader in the cloud era from the beginning.

2. With the advent of the industrial Internet era, ERP leading enterprises have accelerated the cloud transformation of industrial Internet big data software companies by taking advantage of the wind of cloud office and digital transformation.

Product analysis: from beginning to end, we will firmly promote comprehensive cloudization. At this stage, it is based on the hybrid cloud, focusing on CUHK customers and facing the platform. 1) The main product is NCCloud, and the core hybrid cloud architecture has reached the advanced level in the industry.

Dragon 30: Longji shares (60 10 12)

Core logic:

1. The market share of monocrystalline silicon wafers is expected to further increase: as the earliest business of the company, the company is in an absolute leading position in the field of monocrystalline silicon wafers. At the end of 20 18, the production capacity of monocrystalline silicon wafers reached 28GW, accounting for 4 1% of the global total production capacity, making it the largest monocrystalline silicon wafer production enterprise in the world. The company has always maintained the advanced technology, initiated the localization process of the long crystal furnace, introduced the diamond wire cutting technology at the earliest time, and continuously reduced the cost through equipment transformation, process improvement and management improvement.

2. The shipment of single crystal components ranks first in the world, and the overseas component business has developed rapidly in recent years.

3. Intervene in the business of battery cells and photovoltaic power stations, form a closed loop of the whole industrial chain, create all-round advantages, and redefine the industry: the company actively arranges battery cells and power stations and is committed to building the whole photovoltaic industrial chain.

Dragon 3 1: Venus (002439)

Core logic:

1. At present, the traditional network security leader ranks first in the industry with an industrial share of 5. 1%. The company's information security product line is complete, including traditional network security products such as security protection, monitoring, application security and data security, as well as cloud security and industrial security products. In many segments, the market share is firmly at the top of the industry.

2. City Brain: The company's security operation business 20 18 broke through the smart city business and successfully cut into the comprehensive security service market for smart city construction.

Dragon 32: Stone Information (002 153)

Core logic:

1, the company is a leading software supplier across hotels, restaurants, retail and other industries. In the domestic star hotel industry and large retail market share of 60-70%, the catering market share is relatively leading.

2. The international layout is gradually improved, and the global market has huge room for development. Through active overseas investment and mergers and acquisitions, the business layout of the hotel information management system has been further improved, and overseas hotel customer resources have been accumulated.

3. The platformization strategy based on direct connection technology helps the company to transform: the company's dominant position in the overall solution of information systems in consumer industries such as hotels, restaurants and retail has laid a solid foundation for the company to develop reservation platforms and payment platforms based on direct connection technology.

Long 33: Guangwei Composite (300699)

Core logic:

1. The company is the leader in the domestic carbon fiber industry, with a whole industrial chain layout and profound technical advantages. The company is the leader of carbon fiber industry with the most complete production varieties, the most advanced production technology and the most complete industrial chain in China.

2. Two-wheel drive of military and civilian products, boosting the rapid growth of the company's performance. The company has become the main supplier of domestic carbon fiber in the military aviation field.

3. Cooperate with Vestas, the boss of wind turbine manufacturer, to develop civilian products business, and the carbon beam business has become another growth pole of the company. Cooperate with Baotou, Inner Mongolia to invest in the construction of large tow carbon fiber production capacity, and the advantages of raw material supply and production cost will contribute to the future growth of the company's civilian products business.

Dragon 34: Baoxin Software (600845)

Core logic:

The company's industrial internet and IDC data center are driven by two wheels;

1. The pioneer of industrial internet in the steel industry and one of the leading enterprises in the field of intelligent manufacturing, steel intelligence has advantages: the steel information business has developed steadily, and the "Bao-Wu merger" and multi-field expansion have brought important increments.

2. The national distribution strategy of 2.IDC business was actively promoted. The company plans to establish a joint venture with WISCO Group, Baodi Assets and Wuhan Qingshan State-owned Assets. It plans to build 65,438+08,000 cabinets (accounting for 67.2% of the number of cabinets in Baozhiyun) during the period of 2065,438+09-2023, and IDC's production capacity will continue to expand.

Long 35: AVIC Optoelectronic (002 179)

Core logic:

1. Company is a high-quality listed company under AVIC, which is characterized by military industry and communication. Now it has become an internationally renowned and leading connector supplier in China.

2. The domestic connector market is huge, and the military/civilian market is expected to usher in significant development opportunities;

3. The company recently announced the launch of the second restricted stock incentive plan, which is a model of market-oriented operation of military enterprises within the system.

Dragon 36: Wen Tai Science and Technology (600745)

Core logic:

1. As the leader of ODM industry, the company has continuously benefited from the outsourcing trend of downstream customers in recent years. In 20 19, it is estimated that the net profit returned to the mother will increase by 1949%-2358% year-on-year, and the growth opportunities in the 5G era are prominent;

2. The company realized the acquisition of Anshi (a leading enterprise in the global semiconductor standard product industry, mainly focusing on semiconductor logic chips and power MOS devices), and its growth reached a new level;

3. The company has domestic factories in Jiaxing, Wuxi and Anshi Dongguan, among which the Oriental Plaza did not stop working during the Spring Festival; At the same time, the company has a high level of automation and it is difficult to return to work later. The impact of the COVID-19 epidemic is limited.

Long 37: Shennan Circuit (0029 16)

Core logic:

1. Company is a leading PCB enterprise in China, benefiting from the accelerated construction of 5G base stations, complete downstream orders and high capacity utilization. It is estimated that the company's net profit returned to the mother in 20 19 will increase by 65.85%, and its performance is in line with expectations;

2. At present, the opportunities for the acceleration of 5G construction and the localization of semiconductors are highly clear, the downstream demand of PCB industry is expected to continue to improve, and the performance of the company's expansion project is expected to be more obvious after it is put into production.

Dragon 38: China Software (600536)

Core logic:

1. The company is controlled by China Electronics and Information Industry Group. It is the core enterprise and core system integration platform of the network security and informatization section of the group, and it is one of the "leaders" in the domestic software development field.

2. At present, China's network information security field has huge demand, broad development prospects and concentrated leading advantages;

3. Tianjin Kirin's stock exchange acquisition, soft armor's bid winning and Huawei Kunpengyun's intelligent business volume all indicate that domestic operating systems may start to accelerate research and development applications, and the leading players in related fields are expected to benefit directly.

Long 39: Sanan Optoelectronics (600703)

Core logic:

1. The company's performance in 20 19 was pre-deficit, but its performance in the fourth quarter met expectations. The continuous decline in LED chip prices in the first three quarters has improved the drag on corporate performance, and the industry turning point may have arrived;

2. Considering the main factors such as the recovery of LED industry, the penetration of MiniLED application and the continuous release of Sanan integrated production capacity, the long-term investment value of the company is prominent.

Dragon 40: Halo New Network (300383)

Core logic:

1. The company's performance in 20 19 was basically in line with expectations. On the one hand, the customer occupancy rate of the company's data center has gradually increased, IDC business has grown steadily, and cloud computing business has continued to grow. On the other hand, the business of Beijing Kexin Shengcaiyun Computing Co., Ltd. is progressing smoothly and is expected to meet the performance commitment expectations; The company has a solid growth foundation;

In the 2.5G era, the core infrastructure such as cloud computing just needs to be defined, the growth of IDC market is highly determined, and the dominant leader with regional and even national business layout is expected to continue to benefit.

Dragon 4 1: Taiji (002368)

Core logic:

1. Backed by CLP, we have been deeply involved in the field of government information for many years. In 20 19, it won the bid to build a number of national/provincial and industry-level major platforms, and the users in government cloud grew steadily, and the leading edge of government digitalization continued to be highlighted;

2. The announcement shows that the 15th Institute of CLP intends to transfer 33.20% of its shares to CLP Taiji for free, and entrust the voting rights of the remaining shares to CLP Taiji. As the listing platform of CLP Taiji, the company will directly benefit from the asset reform of the core military academy.

Long 42: Longliang Technology (300348)

Core logic:

1. This company is a large-scale high-tech software development enterprise specializing in providing financial IT services. Thanks to long-term and high-intensity R&D investment, the harvest period is approaching. 20107.87%-137.86% annual net profit is expected to increase, and the company is competitive in the field of banking solutions (especially big data solutions).

2. The company recently won the bid for the Postal Savings Bank project, further expanding the scope of domestic customers; At the same time, the company continues to explore overseas markets, and its overseas expansion has achieved initial results, with sufficient momentum for sustained growth in performance.

Dragon 43: BYD (002594)

Core logic:

1. The company is one of the leading brands in the field of new energy vehicles in China, and it is expected to directly benefit from the rebound of the domestic new energy vehicle market in 2020;

2. BYD Electronics, a subsidiary of the company, is a world-renowned integrated product solution provider for mobile intelligent terminals. In the 5G era, it is expected to directly benefit from the mobile phone replacement tide of head manufacturers.

Dragon 44: Zhongji Xu Chuang (300308)

Core logic:

1. Although the company's 20 19 annual performance is expected to be under pressure, the drag of capital expenditure growth and destocking of some customers will gradually improve in the second half of the year, and the overall growth trend of the company will remain unchanged;

2. In 2020, the domestic 5G construction will be accelerated with a high probability, and the demand for 5G front-end optical communication and back-end application cloud is expected to be relatively strong, and the company is expected to open up more room for growth.

Dragon 45: Lux shares (002475)

Core logic:

1. This company is one of the leading enterprises in 3C field in China. It has long focused on electronic products such as connecting wires and connectors. In recent years, it has been paying attention to R&D investment, and its business development prospects are broad.

2. With the advent of the 5G era, with the deterministic demand of smart wearable devices such as TWS, the consumer electronics field is likely to usher in great changes, and the upstream core leader is expected to continue to benefit.

Dragon 46: Jiejia Weichuang (300724)

Core logic:

1. The company has been engaged in the business of silicon photovoltaic equipment for many years, and its products cover the multi-specification main process fields required for the manufacture of single crystal PERC batteries such as PECVD and automation. Customers include many well-known solar cell manufacturers at home and abroad, and the relevant market share is leading in the industry;

Dragon 47: Hudian (002463)

Core logic:

Annual 1. 20 19, the company expects to realize a year-on-year increase in the net profit attributable to the mother101.6%-119.31%,mainly due to the steady growth of income and the improvement of profit structure. The company's 5G products have successfully entered the world's major communication equipment and are entangled in the supply chain, with remarkable achievements.

2. The company's card position advantage in the consumer electronics industry chain is very obvious, and its leading position in the industry is stable. It is expected that the market prospect will continue to benefit from the development of 5G bonus and automotive electronics.

Long 48: Weil shares (60350 1)

Core logic:

1. The company acquired the equity of Beijing Hao Wei Technology 100% on 20 19, and has since become the leading image sensor in China.

2. With the upgrading of consumer electronic products, there is a very clear incremental demand for image sensors (CIS), and it is expected that the industry market will continue in the near future. In addition, domestic leading manufacturers with relevant core technology assets are expected to benefit significantly.

Long 49: Changdian Technology (600584)

Core logic:

1. Company is a leading enterprise in the field of electronic packaging and testing in China. 20 19 annual performance forecast turns losses into profits, and the industrial investment income contributed by subsidiaries with intangible assets is considerable;

2. Faced with multiple factors such as 5G construction, consumer electronics and the Internet of Things, and the clear trend of independent security and controllability in the domestic electronic semiconductor field, the company actively expanded production and seized the advanced packaging dividend.

Dragon 50: Yi Sheng Science and Technology (600 183)

Core logic:

1. This company is a leading enterprise in the field of copper clad laminate in China. Recently, a new production base was built in Ji 'an, further increasing 5G and high-end automotive electronic products. With the acceleration of 5G construction and the widespread popularity of smart driving products, the future production of new capacity will punch the company's growth space;

2. The company's production layout in the high-frequency and high-speed field has broken the monopoly of overseas companies, and the domestic self-controllable logic in the field of "nuclear high base" is expected to continue to be prominent.

This is the full version of the technology 50-vote pool. Please collect this valuable information, incorporate it into your stock selection, and track it in time.