Since 2022, as the demand for steady economic growth has gradually become prominent, the infrastructure industry chain represented by real estate and household appliances has gradually increased its attention in the market. As one of the important links in infrastructure construction, the communication industry also has many plates worthy of attention in the industrial chain. First, industries with strong infrastructure color such as IDC, then intelligent controllers and boards closely related to the recovery of real estate and household appliance industries, and finally operators and 5g infrastructure boards are expected to benefit from the further clarity of relevant infrastructure policies and industry recovery. It is recommended that investors actively pay attention to IDC companies with high asset quality, such as Guangdong Aofei Data Technology Co.Ltd(300738) , Shanghai Athub Co.Ltd(603881) ; Intelligent controller leader Shenzhen Topband Co.Ltd(002139) , TV board leader Hitevision Co.Ltd(002955) , Guangzhou Shiyuan Electronic Technology Company Limited(002841) with high relevance to the household appliance industry; High quality enterprises in the communication infrastructure industry chain Eoptolink Technology Inc.Ltd(300502) , Zte Corporation(000063) .
This week’s core recommendations:
\u3000\u30001. High quality cable companies benefiting from Haifeng Construction: Jiangsu Zhongtian Technology Co.Ltd(600522) 600522, Hengtong Optic-Electric Co.Ltd(600487) 600487
\u3000\u30002. High quality companies in the high growth Internet of things track: Meig Smart Technology Co.Ltd(002881) 002881, Fibocom Wireless Inc(300638) 300638
Continue tracking: (1) green communication: Shenzhen Envicool Technology Co.Ltd(002837) 002837, Shenzhen Cotran New Material Co.Ltd(300731) 300731. (2) Optical module: Eoptolink Technology Inc.Ltd(300502) 300502, Zhongji Innolight Co.Ltd(300308) 300308, Suzhou Tfc Optical Communication Co.Ltd(300394) 300394. (3) Communication infrastructure: Zte Corporation(000063) 000063. (4) Military communication: Tianjin 712 Communication & Broadcasting Co.Ltd(603712) 603712. (5) Industrial Internet: Nengke 603859. (6) Cloud Video: Yealink Network Technology Co.Ltd(300628) 300628.
Pay attention to the investment opportunities of “communication + infrastructure” industrial chain. Since 2022, as the demand for steady economic growth has gradually become prominent, the infrastructure industry chain represented by real estate and household appliances has gradually increased its attention in the market. As one of the important links in infrastructure construction, the communication industry also has many plates worthy of attention in the industrial chain. First, industries with strong infrastructure color such as IDC, then intelligent controllers and boards closely related to the recovery of real estate and household appliance industries, and finally operators and 5g infrastructure boards are expected to benefit from the further clarity of relevant infrastructure policies and industry recovery.
The four departments jointly issued the regulations on the administration of Internet information service algorithm recommendation. The regulations specify that the application of algorithm recommendation technology refers to the use of algorithm technologies such as generation and synthesis, personalized push, sorting and selection, retrieval and filtering, scheduling and decision-making to provide information to users. The regulations specify the information service specifications of algorithm recommendation service providers, requiring algorithm recommendation service providers to adhere to the mainstream value orientation, actively disseminate positive energy, and shall not use algorithm recommendation services to engage in illegal activities or disseminate illegal information.
Risk tip: trade friction intensifies and 5g progress does not meet expectations.
