What is new infrastructure? What are the new infrastructure industry chains?

Under the current economic situation, the central government has decided to launch "new infrastructure" to stimulate the economy. I believe that everyone has been frequently reminded of "new infrastructure" recently.

Specifically, "new infrastructure" includes seven major industrial directions: 5G base station construction, new energy vehicle charging piles, big data centers, artificial intelligence, industrial Internet, UHV, intercity and urban rail transportation.

"New infrastructure" will bring huge opportunities, and a large number of companies will benefit from the "new infrastructure". We have specially compiled the industry chain subdivisions of the seven major industry directions of "new infrastructure" and a list of more than 500 corresponding listed companies and large companies for your reference.

5G base station construction

5G will be officially commercialized in 2020. The 5G industry chain is very broad. After sorting out, there are mainly several categories, namely: base station antennas, radio frequency devices, small base stations, optical fiber cables, PCBs, main equipment, and optical modules.

Panoramic view of 5G industry chain:

Equipment vendors: ZTE, FiberHome;

PCB: Shennan Circuit, Shanghai Electric Co., Ltd., Shengyi Technology;

Optical module: Guangxun Technology, Zhongji InnoLight, Huagong Technology;

Antenna: Tongyu Communications, Dongshan Precision, Sega Technology;

Antenna oscillator: Shuobed, Xinwei Communications, Feirongda, Kexinyuan;

RF: Zhuo Shengwei;

Filter: Dafu Technology, Wuhan Fangu, Sega Technology, Dongshan Precision, Chunxing Seiko;

Small base stations: Yitong Century, Huaxing Venture Capital, Bangxun Technology;

Network planning and implementation: Guomai Technology, Jesse Technology, Sunsea Intelligent, Zhongtong Guomai, and Fuchun Technology;

Base station supporting equipment: Shuzhi Technology, Beixun Group, Invic, Sunsea Intelligent, and Zhongguang Lightning Protection.

At the same time, the three major application scenarios of 5G (enhanced mobile broadband eMBB, large connection Internet of things mMTC,

Highly reliable and ultra-low latency communication uRLLC), of which both mMTC and uRLLC are related to the Internet of Things.

Focusing on the development of the Internet of Things industry, it is recommended to pay attention to: Espressif Systems/Broadcom Integration (Science and Technology Innovation Board, wireless data transmission category

Chip), Quectel Communications/Fibocom/Quitecom (Internet of Things module), DP Technology/Sino-Singapore/Shenzhen

Convinced (Industrial Internet Cyber ​​Security).

New energy vehicle charging pile

The important roles in the charging pile industry chain include: charging operators, equipment manufacturers, and overall solution providers.

All three play important roles, often overlapping with each other.

Panoramic view of new energy vehicle charging pile industry chain:

Complete vehicles and batteries involve CATL, BYD, BETRI, etc.;

The charging piles involve Zhongyeda, Teruide, Wanma Co., Ltd., etc.;

New energy vehicle ETFs broadly include new energy industry chain companies.

List of some new energy vehicle charging station companies (308 companies):

Professional charging pile production, operation and management Co., Ltd.: Hefei Qiangu New Energy Technology Co., Ltd.

（http://www.hfqgxny.com/）

big data center

According to the process of data from generation to application, and then to the generation of new data, the big data industry has formed a circular industry chain.

From data generation to application, the number of participating companies is gradually increasing, and the value of data is also amplified.

Panoramic view of big data industry chain:

The main listed companies related to the big data industry chain include:

1. Big data IT infrastructure: Tianji Technology, Yinxin Technology, Wangsu Technology;

2. Data resource acquisition: mainly obtained through mobile terminals, vehicle-mounted terminals, the Internet, etc. Internet Alibaba, Tencent and JD.com are the main resource acquisition channels. iFlytek (voice data), NavInfo (vehicle user data), Yilianzhong (corporate human resources data), Hundsun Electronics (financial data), etc.

3. Big data storage: Sinnet (cloud storage), Tsinghua Unigroup (cloud storage), Dataport, Massive Data, Oriental Guosen;

4. Data integration and analysis: data integration (IB), UFIDA, Jiuqi Software, Jebsen, Inspur Information, Huashengtiancheng, Rongzhilian, Oriental Guoxin; data comprehensive processing, Torsi, Oriental Guosen, Meiya Pico.

5. Data security: Venustech, NSFOCUS Technology, Guardone, Beixinyuan, and Blue Shield;

6. Data application and consumption: In fact, it is the downstream industry, and there is a lot of content.

AI

Panoramic view of artificial intelligence industry chain:

List of the Top 100 Comprehensive Strengths of Artificial Intelligence Enterprises in 2019:

Industrial Internet

Panoramic view of the industrial Internet industry chain:

The industrial Internet platforms mainly include Dongfang Guoxin and Baoxin Software; the power Internet of Things mainly includes Henghua Technology, Guodian Nari, Linyang Energy, etc.; the network side mainly includes Quectel Communications and China Mobile Communications. In addition, there are also Dongtu Technology, which has been relatively popular before.

Global electronic equipment intelligent manufacturing: Industrial Fii

Leading company in industrial cloud platform: Oriental Guoxin

Focus on intelligent manufacturing services and deeply integrate with Siemens: Nengke Co., Ltd.

Cloud platform companies: UFIDA Network, Haier Smart Home, Midea Group, Sany Heavy Industry

Industrial communication equipment manufacturer: Yinghantong

Communication module manufacturer: Fibocom, Hi-techprosper

2019 Industrial Internet Top 50 List:

UHV

UHV industry chain diagram:

Major manufacturers of UHV equipment:

In 2020, power grid investment is expected to exceed expectations, with UHV construction accelerating. At the same time, there is still structural growth in the power Internet of Things, chips/IGBTs, and distribution networks.

The companies mainly involved in UHV include: Guodian Nari, Changgao Group, Pinggao Electric, Xuji Electric, Juhua Technology, State Grid ICT, Changcang Technology, China Xidian, Yuangguang Software, Linyang Energy, Haixing Electric Power, Huijintong, Fengfan Co., Ltd., Jinli Huadian, Xinhongtai, Zhongyuan Co., Ltd., Tongguang Cable, Pinggao Electric, Guodian Nanzi, Dalian Electric Porcelain, Tongda Co., Ltd., Ankuan Intelligent Electric, Kelin Electric, Baobian Electric, Quasi Information, Zhixin Electric, Hanlan Co., Ltd., Jingweihui Kai, Changlan Technology, Guangdian Electric, ST Remote, Oriental Tower, Zhonghuan Equipment, Sifang Co., Ltd., Hangzhou Electric Co., Ltd., Dewei New Materials, Huaming Equipment, Hengxing Technology, Smart Energy, Dongcai Technology, China Xidian, Siyuan Electric, Yijia He, TBEA, *ST Baxter, Electric Power Research Institute, Fuling Electric Power, China Electric Motor, *ST Beixun, Montnets Group, Zhongtian Technology, Wolong Electric Drive, Changyuan Group, Hengtong Optoelectronics, Hegang Co., Ltd., Inner Mongolia Huadian, Shenma Electric Power, etc.

Intercity and urban rail transit

Panoramic view of urban rail transit industry chain:

The top ten companies in the rail transit industry are China Railway, China Railway Construction, CRRC, BYD, Shanghai Electric, Hong Kong Railway Co., Ltd., CRSC, China Tunnel Co., Ltd., Guodian NARI, and Guangzhou-Shenzhen Railway.

At the same time, we should also pay attention to excellent parts companies such as Kangni Electromechanical, Huatie Co., Ltd., Jinyi Industrial Co., Ltd., Jinxi Axle Co., Ltd., Tiantie Co., Ltd. and Xinzhu Co., Ltd.

Information statistics of some listed companies in the urban rail transit industry: