Core view
In 2021, Southwest Securities Co.Ltd(600369) communication group will focus on the industrial chain of Internet of things and explore upstream and downstream investment opportunities. In September, the Ministry of industry and information technology, the office of the central network security and Information Technology Commission, the Ministry of science and technology, the Ministry of ecological environment, the Ministry of housing and urban rural development, the Ministry of agriculture and rural areas, the National Health Commission The national energy administration and other eight ministries and commissions jointly issued the three-year action plan for the construction of new infrastructure of the Internet of things (2021-2023). We believe that the action plan points out the construction direction, puts forward quantitative requirements and defines the new infrastructure attribute of the Internet of things in the next three years, which will promote the efficient development of the industrial chain of the Internet of things.
In 2022, we will continue to pay attention to the "5g +" technology integration and investment opportunities brought by the new infrastructure of the Internet of things. We believe that the industrial chain of the Internet of things will maintain a high boom and continue to be optimistic about the relevant targets of the Internet of things, the Internet of vehicles and the industrial Internet. We suggest paying attention to:
Necessary crystal oscillator for Internet of things: Tkd Science And Technology Co.Ltd(603738) (603738. SH);
Short distance transmission wifi-mcu: Espressif Systems (Shanghai) Co.Ltd(688018) (688018. SH), Rockchip Electronics Co.Ltd(603893) (603893. SH), Amlogic (Shanghai) Co.Ltd(688099) (688099. SH), Allwinnertech Technology Co.Ltd(300458) (300458. SZ), Sino Wealth Electronic Ltd(300327) (300327. SZ);
Long distance transmission module: Quectel Wireless Solutions Co.Ltd(603236) (603236. SH), Meig Smart Technology Co.Ltd(002881) (002881. SZ), Queclink Wireless Solutions Co.Ltd(300590) (300590. SZ), Fibocom Wireless Inc(300638) (300638. SZ);
PAAS platform of Internet of things: graffiti intelligence (Tuya. N);
Internet of things terminal manufacturer: Xiaomi group (1810. HK);
Internet of vehicles: Huizhou Desay Sv Automotive Co.Ltd(002920) (002920. SZ), Foryou Corporation(002906) (002906. SZ), Hangzhou Hopechart Iot Technology Co.Ltd(688288) (688288. SH), Tucson future (TSP. O), Gosuncn Technology Group Co.Ltd(300098) (300098. SZ);
Sensors: Hanwei Electronics Group Corporation(300007) (300007. SZ), Raytron Technology Co.Ltd(688002) (688002. SH), Cubic Sensor And Instrument Co.Ltd(688665) (688665. SH), Donghua Testing Technology Co.Ltd(300354) (300354. SZ), Jiangsu Olive Sensors High-Tech Co.Ltd(300507) (300507. SZ);
Intelligent controller: Shenzhen H&T Intelligent Control Co.Ltd(002402) (002402. SZ), Shenzhen Topband Co.Ltd(002139) (002139. SZ);
Industrial Internet: Shanghai Baosight Software Co.Ltd(600845) (600845. SH), Zte Corporation(000063) (000063. SZ), Unisplendour Corporation Limited(000938) (000938. SZ);
Internet of things for energy: Leaguer (Shenzhen) Microelectronics Corp(688589) (688589. SH), Willfar Information Technology Co.Ltd(688100) (688100. SH), Qingdao Eastsoft Communication Technology Co.Ltd(300183) (300183. SZ);
Specialized Texin company: Thinkon Semiconductor Jinzhou Corp(688233) (688233. SH), Hebei Sinopack Electronic Technology Co.Ltd(003031) (003031. SZ), Wenzhou Yihua Connector Co.Ltd(002897) (002897. SZ), etc.
Risk tip: Sino US trade friction risk; Covid-19 epidemic recurrence risk; 5g application landing is less than expected risk; Industry competition intensifies risks, etc.
