The market of the digital economy industry chain has continued from last year to now, and the popularity has not decreased, and the main institutions of the market are deeply involved; There are also multiple benefits for the digital economy, which will be one of the main lines of the market this year; Today, we have once again comprehensively sorted out all the targets of the digital economy industry chain, sorted out 20 leading stocks that are active and have a prominent position in the industry, and interested friends can collect, and follow up for a long time.
(1) 000977 Wave information
Company profile: One of the leaders in the field of AI computing power; The world's leading server manufacturer, providing professional and efficient computing power platforms for cloud computing, artificial intelligence, big data, 5G and other application scenarios.
Related indicators: gross profit margin 13.01%, return on net assets 1.29%; Earnings per share were 0.14 yuan, capital reserve fund per share was 4.58 yuan, undistributed profit per share was 5.12 yuan, price-to-book ratio was 4.06, net assets per share were 11.24 yuan, total share capital was 1.472 billion shares, and total market value was 67.232 billion yuan.
Institutional holdings: Beishang Capital holds more than 42.65 million shares, and the National Social Security Fund holds more than 7.94 million shares.
(2) 600756 Inspur Software
Company Profile: It has strong advantages in the fields of e-government and tobacco, and is a leading manufacturer of domestic smart government solutions and service supply. We will continue to improve the core capabilities of e-commerce platforms, focus on key industries, and create an overall solution of "Internet + industry chain + big data" with industry characteristics.
Related indicators: gross margin 33.99%, return on net assets 0.20%; Earnings per share were 0.01 yuan, capital reserve fund per share was 3.26 yuan, undistributed profit per share was 2.34 yuan, price-to-book ratio was 2.50, net assets per share were 6.89 yuan, total share capital was 324 million shares, and total market value was 5.581 billion yuan.
Institutional holdings: Wuhan Ruifford Investment Management Center (Limited Partnership) holds more than 3.22 million shares, and Guotong Gold No. 2 Collective Fund Trust Co., Ltd. - Guotong Gold No. 2 Collective Fund Trust Plan holds 1.6 million shares.
(3) 600536 China Software
Company profile: Facing the needs of the development of the digital economy, accelerate the construction of a computing platform base with self-developed products such as operating systems as the core, build a core application product system in the industry, continue to promote key technological innovation, and then improve core capabilities and gradually become a product provider.
Related indicators: gross profit margin 35.19%; The capital reserve per share is 2.08 yuan, the undistributed profit per share is 0.95 yuan, the price-to-book ratio is 18.04, the net assets per share are 3.49 yuan, the total share capital is 860 million shares, and the total market value is 41.711 billion yuan.
Institutional holdings: Beishang Capital holds more than 17.73 million shares, and the social security fund holds more than 3.48 million shares.
(4) 300383 Sinnet
Company profile: The main business is Internet data center business and cloud computing business, Internet data center is the infrastructure of the digital economy, the company will actively seize the opportunity of digital economy development, consolidate the main business at the same time, explore the development opportunities conducive to the company's technological innovation and business expansion.
Related indicators: gross profit margin 18.26%; The capital reserve fund per share is 4.02 yuan, the undistributed profit per share is 4.02 yuan, the price-to-book ratio is 1.82, the net assets per share are 6.83 yuan, the total share capital is 1.798 billion shares, and the total market value is 22.380 billion yuan.
Institutional holdings: Beishang Capital holds more than 16.51 million shares, and Three Gorges Capital Holding Co., Ltd. holds 15.06 million shares.
(5) 300348 Sunline Technology
Company Profile: The main business is to provide financial institutions with overall application solutions such as digital financial business, big data business and full financial value chain business management. It has established a good user reputation in the industry and has a large number of high-quality fintech solution implementation cases.
Related indicators: gross profit margin 35.98%, capital reserve fund per share 0.64 yuan, undistributed profit per share 0.40 yuan, price-to-book ratio 5.52, net assets per share 2.04 yuan, total share capital 731 million shares, total market value 8.414 billion yuan.
Institutional holdings: Beishang Capital holds more than 9.9421 million shares, and the National Social Security Fund 404 portfolio holds more than 8.38 million shares.
(6) 300474 Jing Jiawei
Company profile: In the field of graphics display and control, it has five categories of products, such as graphics display and control module, graphics processing chip, reinforced display, rugged storage and rugged computer, of which the graphics display and control module is the company's most core product.
Related indicators: gross profit margin 57.72%, capital reserve fund per share 3.24 yuan, undistributed profit per share 2.52 yuan, price-to-book ratio 13.61, net assets per share 7.15 yuan, total share capital 455 million shares, total market value 44.284 billion yuan.
Institutional holdings: National Integrated Circuit Industry Investment Fund Co., Ltd. holds more than 36.78 million shares.
(7) 603019 Dawn of Chinese Science and Technology
Company profile: The leader of the domestic supercomputing industry and the leader of liquid-cooled data centers; Software products include self-developed distributed storage system, big data platform software and cloud computing platform software.
Related indicators: gross profit margin 24.04%, capital reserve fund per share 7.54 yuan, undistributed profit per share 3.08 yuan, price-to-book ratio 4.44, net assets per share 11.73 yuan, total share capital 1.464 billion shares, total market value 76.187 billion yuan.
Institutional holdings: Industrial Investment Fund Co., Ltd. holds more than 29.01 million shares, CITIC Securities Co., Ltd. holds more than 9.38 million shares, and Beishang Capital holds more than 7.69 million shares.
(8) 600845 Baoxin Software
Company Profile: Steel industry information software leader; At present, the three major businesses include software development, service outsourcing (including DC), and system integration equipment; Products and services cover many industries such as steel, non-ferrous metals, equipment manufacturing, medicine, chemical industry, mining, intelligent transportation, finance, water conservancy and water affairs.
Related indicators: gross profit margin 40.26%, capital reserve fund per share 1.90 yuan, undistributed profit per share 1.90 yuan, price-to-book ratio 10.41, net assets per share 5.25 yuan, total share capital 2.403 billion shares, total market value 109.318 billion yuan.
Institutional holdings: Beishang Capital holds more than 81.94 million shares, and the National Social Security Fund holds more than 16 million shares.
(9) 002401 COSCO Maritime Branch
Company profile: Accelerate digital innovation and digital transformation, carry out the construction of data middle platform and business middle platform, and build digital platform products for industry services with data middle platform architecture.
Related indicators: gross profit margin 20.40%, capital reserve fund per share 0.13 yuan, undistributed profit per share 2.63 yuan, price-to-book ratio 6.50, net assets per share 4.04 yuan, total share capital of 372 million shares, total market value of 9.781 billion yuan.
Institutional holdings: Shenzhen Oriental Harbor Investment Management Co., Ltd. private equity fund holds more than 2.82 million shares.
(10) 300033 flush
Company profile: The self-developed "speech recognition technology" is in the first echelon in the field of speech recognition; One of the largest providers of online securities trading, Internet security password communication products and Internet e-commerce software in China.
Related indicators: gross profit margin 82.40%, capital reserve fund per share 0.66 yuan, undistributed profit per share 8.84 yuan, price-to-book ratio 14.81, net assets per share 11.19 yuan, total share capital of 538 million shares, total market value 89.102 billion yuan.
Institutional holdings: Beishang Capital holds more than 17.28 million shares, and Securities Company holds more than 5.88 million shares.
(11) 002156 Tongfu micro-electricity
Company profile: one of the largest and most diverse integrated circuit packaging and testing enterprises in China; It has an annual production capacity of packaging 1.5 billion integrated circuits and testing 600 million integrated circuits.
Related indicators: gross profit margin 9.45%, capital reserve fund per share 6.19 yuan, undistributed profit per share 1.76 yuan, price-to-book ratio 77.17, net assets per share 9.11 yuan, total share capital 1.513 billion shares, total market value 38.739 billion yuan.
Institutional holdings: National Integrated Circuit Industry Investment Fund Co., Ltd. holds more than 201.08 million shares, and Beishang Capital holds more than 29.39 million shares.
(12) 002230 iFLYTEK
Company profile: The largest domestic and world Chinese intelligent voice technology provider, the technical content of the product is the world's leading position, in the Chinese voice market has an absolute leading position, wearable devices voice recognition technology occupies a large share, the company will directly benefit.
Related indicators: gross profit margin 41.88%, capital reserve fund per share 4.32 yuan, undistributed profit per share 2.13 yuan, price-to-book ratio 9.43, net assets per share 7.04 yuan, total share capital of 2.316 billion shares, total market value of 153.637 billion yuan.
Institutional holdings: Beishang Capital holds more than 117.56 million shares, China University of Science and Technology Asset Management Co., Ltd. holds more than 83.49 million shares, and Huaxia Life Insurance Co., Ltd. holds more than 17.34 million shares with its own funds.
(13) 300496 China Science and Technology Chuangda
Company Profile: The world's leading intelligent operating system products and technology providers; At the software platform layer of the Apollo program, it provides in-depth customization and optimization of operating systems, development of intelligent driving information visualization algorithms, and customization and optimization of human-computer interaction interfaces.
Related indicators: gross profit margin 40.83%, capital reserve fund per share 12.80 yuan, undistributed profit per share 4.94 yuan, price-to-book ratio 4.86, net assets per share 20.01 yuan, total share capital 457 million shares, total market value 44.499 billion yuan.
Institutional holdings: Beishang Capital holds more than 24.66 million shares, and the National Social Security Fund holds more than 6.77 million shares.
(14)000066 Great Wall of China
Company profile: financial intelligent network solution domestic market share first; Using cloud computing technology, a cloud data center and cloud platform that can meet the requirements of school teaching and research in the field of education have been built.
Related indicators: gross profit margin 21.14%, capital reserve fund per share 1.43 yuan, undistributed profit per share 1.42 yuan, price-to-book ratio 3.41, net assets per share 4.15 yuan, total share capital of 3.226 billion shares, total market value of 45.613 billion yuan.
Institutional holdings: Beishang Capital holds more than 71.5 million shares, and Industrial Investment Fund Co., Ltd. holds more than 57.3 million shares.
(15)300223 Beijing Junzheng
Company profile: One of the very few local companies that has mastered embedded CPU core technology and successfully marketed it; The main business is the research and development and sales of integrated circuit chip products, the company's main product lines include microprocessor chips, intelligent video chips, memory chips, analog and interconnection chips.
Related indicators: gross profit margin 37.08%, capital reserve per share 18.37 yuan, undistributed profit per share 4.20 yuan, price-to-book ratio 3.76, net assets per share 23.43 yuan, total share capital 482 million shares, total market value 42.455 billion yuan.
Institutional holdings: Shanghai Wuyuefeng Integrated Circuit Equity Investment Partnership holds more than 57.14 million shares, and Beishang Capital holds more than 7.92 million shares.
(16) 002920 Desay SV
Company Profile: One of the world's leading automotive electronics enterprises; The main products are in-vehicle infotainment systems, body information and control systems, driving information display systems, intelligent driving assistance safety systems and components.
Related indicators: gross profit margin 21.09%, capital reserve fund per share 4.55 yuan, undistributed profit per share 6.51 yuan, price-to-book ratio 9.26, net assets per share 12.34 yuan, total share capital 555 million shares, total market value 63.404 billion yuan.
Institutional holdings: Guangdong Desay Group Co., Ltd. holds more than 157.11 million shares, and Beishang Capital holds 19.91 million shares.
(17)002405 NavInfo
Company profile: The first enterprise in China to obtain the qualification of navigation electronic map production, and the first to engage in the commercial development of navigation electronic map in China.
Related indicators: gross profit margin 51.61%, capital reserve fund per share 3.63 yuan, undistributed profit per share 0.55 yuan, price-to-book ratio 2.38, net assets per share 4.87 yuan, total share capital of 2.379 billion shares, total market value of 27.578 billion yuan.
Institutional holdings: Beishang Capital holds more than 118.28 million shares, and Central Huijin Asset Management Co., Ltd. holds more than 65.18 million shares.
(18) 300373 Yangjie Technology
Company profile: a small number of domestic enterprises integrating semiconductor devices, semiconductor chips and semiconductor silicon wafers; Keep up with the development opportunities of new downstream markets and new fields, and focus on market growth opportunities in the field of new energy vehicles and clean energy.
Related indicators: gross margin 30.71%, return on net assets 2.91%; The capital reserve fund per share is 5.05 yuan, the undistributed profit per share is 5.76 yuan, the price-to-book ratio is 3.40, the net assets per share are 12.35 yuan, the total share capital is 541 million shares, and the total market value is 22.714 billion yuan.
Institutional holdings: Beishang Capital holds more than 16.68 million shares, and Huatai Securities Co., Ltd. holds more than 5.87 million shares.
(19) 688111 Kingsoft Office
Company Profile: A leading office software and service provider in China, mainly engaged in the design, development and sales and promotion of WPS Office office software products and services.
Related indicators: gross margin 86.82%, return on net assets 3.01%; Earnings per share were 0.58 yuan, capital reserve per share was 10.81 yuan, undistributed profit per share was 7.43 yuan, price-to-book ratio was 25.24, net assets per share were 19.59 yuan, total share capital was 462 million shares, and total market value was 228.219 billion yuan.
Institutional holdings: Beishang Capital holds more than 19.63 million shares.
(20) 600570 Hang Seng Electronics
Company profile: Excellent financial technology company, the market share of a number of financial software ranks first in the country; Products have been in a leading position in the industry for a long time.
Related indicators: gross profit margin 68.34%, return on net assets 3.21%; Earnings per share were 0.12 yuan, capital reserve fund per share was 0.25 yuan, undistributed profit per share was 2.27 yuan, price-to-book ratio was 11.26, net assets per share were 3.71 yuan, total share capital was 1.900 billion shares, and total market value was 79.420 billion yuan.
Institutional holdings: Beishang Capital holds more than 342.55 million shares, Securities Company holds more than 24.93 million shares, and the National Social Security Fund holds 12.2 million shares.
The above views are for reference and communication only and are not intended as specific operation suggestions; Welcome to leave a message in the comment area to discuss!