The satellite navigation index rose for two consecutive days, and the annual net profit of the three stocks is expected to double.
the 14th five year plan for the development of digital transportation
On December 22, the Ministry of transport issued the “14th five year plan” for digital transportation development. The plan puts forward development goals. By 2025, the digital transportation system will be further promoted, the development pattern of “one brain, five networks and two systems” will be basically completed, important progress has been made in the new transportation infrastructure, and the level of digitization, networking and intelligence of the industry will be significantly improved.
“One brain” refers to promoting the construction of comprehensive transportation big data center system and building a comprehensive transportation “data brain”; The “five networks” focuses on the deployment of Beidou, 5g and other information infrastructure application networks. The plan requires to build application scenarios and industrial ecology based on Beidou and 5g, and carry out innovative demonstration applications in the field of transportation. Promote Beidou terminal 3 in the fields of railway, highway, water transportation, civil aviation and postal services; Deepen the application of Beidou high-precision navigation and location services. At the same time, we will steadily promote the integrated development of 5g and other communication facilities and transportation infrastructure.
Beidou navigation: accuracy determines altitude
It has been one year since the Beidou navigation system global constellation was successfully deployed. With the successful global networking of Beidou system, accelerate the informatization and modernization of transportation; Scientific and technological applications based on Beidou system, such as accurate positioning in the tunnel and lane level navigation, have been implemented one after another to provide services for people’s transportation.
It is reported that lane level navigation can restore the real road scene to the greatest extent on the screen; The sub meter high-precision positioning technology of Beidou system is applied to realize the evolution of positioning accuracy from 5-10m road level to Lane level within 1m. The precise positioning in the tunnel covered by high-precision signals undoubtedly provides more rescue and travel convenience for both managers and drivers.
Liu Jingnan, academician of the Chinese Academy of engineering, said that the accuracy and credibility of time and space location is the focus of the strategic competition of contemporary powerful countries. For China’s rapidly developing smart transportation, which is regarded as the future infrastructure industry, the importance of accuracy can be seen, and even determines the upper limit of industrial development to some extent. according to the deployment of the Ministry of transport, Beidou system will further integrate with 5g, big data, artificial intelligence and other emerging technologies in the future to support the construction process of China’s comprehensive and three-dimensional transportation system.
satellite navigation concept stocks of high concern to institutions
The satellite navigation index rose against the market yesterday, up 1.12%; Component stocks rose gratifying, Shanghai Hugong Electric Group Co.Ltd(603131) limit, Shanghai Huace Navigation Technology Ltd(300627) rose 10.65%, and many stocks such as Beijing Supermap Software Co.Ltd(300036) , Piesat Information Technology Co.Ltd(688066) , Wuxi Longsheng Technology Co.Ltd(300680) , Sichuan Jiuzhou Electronic Co.Ltd(000801) rose more than 5%. The index rose one after another in the past two days, with a cumulative increase of 2.35%.
According to the statistics of securities times · databao, there are 18 satellite navigation concept stocks rated by 5 or more institutions recently. Maxscend Microelectronics Company Limited(300782) , Shenzhen H&T Intelligent Control Co.Ltd(002402) attracted the most attention, with 20 rating agencies. Maxscend Microelectronics Company Limited(300782) GPS related products include GPS LNA and GPS filter, which can be applied to various satellite navigation systems; Chengchang technology, a subsidiary of Shenzhen H&T Intelligent Control Co.Ltd(002402) undertakes the supply of RF chips for national large equipment models. Its products are mainly used in major project fields such as Beidou second-generation navigation and satellite communication. In addition, Shenzhen Jinjia Group Co.Ltd(002191) , Guizhou Space Appliance Co.Ltd(002025) were rated by 15 or more institutions.
The agency predicts that the annual net profit growth rate of 17 shares will exceed 20%, and the performance of Navinfo Co.Ltd(002405) , Wuxi Longsheng Technology Co.Ltd(300680) , Chengdu Corpro Technology Co.Ltd(300101) is expected to double. Navinfo Co.Ltd(002405) is the automotive intelligent leader with the background of the national team, and has advantages in the fields of dynamic transportation, location big data and Internet of vehicles. The company recently signed a purchase agreement with Volvo to provide high-precision map products for its cars sold in China. Huaxi Securities Co.Ltd(002926) believes that the company may give priority to benefiting from the improvement of intelligent Internet of vehicles data platform, road traffic, passenger vehicles and so on.
According to data treasure statistics, the latest valuation of satellite navigation index is 51.06 times; The latest rolling P / E ratio is only 4 shares lower than this value, namely Shenzhen Jinjia Group Co.Ltd(002191) , China Greatwall Technology Group Co.Ltd(000066) , Guangzhou Haige Communications Group Incorporated Company(002465) , Shenzhen H&T Intelligent Control Co.Ltd(002402) . The above four stock institutions predict that the annual net profit growth rate is more than 20%, and the recent institutional ratings are no less than 10.
[opportunity mining] the Ministry of communications deployed Beidou and other information infrastructure applications, and the application market penetration of the network industry is expected to increase
The Ministry of transport has issued the “14th five year plan” for the development of digital transportation, and plans to deploy Beidou, 5g and other information infrastructure application networks
(data treasure)
