Today, in addition to the strengthening of the automobile industry, intelligent machines, national defense industry, satellite navigation, 5G, chips, components, semiconductors, memory chips, industrial mother machines, artificial intelligence and other sectors are strong, 13 intelligent machines are up and down, 10 military industries are up and down, satellite navigation is 5 up and down, chips have 8 up limits, components 7 are up and 7 are up and down, and artificial intelligence is 7. These sectors can continue to be followed.
Through repeated review and judgment, I have carefully sorted out, and thus screened out 6 excellent leading companies, especially the last one, which is at a historical low at this stage and is expected to usher in the opening of an upward channel.
Topway Information(002261)
Based on digital technologies such as AI, OpenHarmony, big data, cloud computing, and the Internet of Things, the company focuses on digital government, operators, examinations, education, transportation, manufacturing and other important industries and fields, serving more than 1,500 government and enterprise customers, providing them with domestic software and hardware integrated digital products and services. It is a key software enterprise in the national planning layout, one of the top 100 information innovation enterprises in China, an important builder of the Hongmeng ecosystem, one of the first strategic partners of HUAWEI CLOUD, a strategic partner of Kunpeng, and a strategic partner of Ascend.
Desay SV (002920)
The main business of Huizhou Desay SV Automotive Electronics Co., Ltd. is the research and development, production and sales of automotive electronic products. The company's main products are in-vehicle infotainment systems, body information and control systems, driving information display systems, intelligent driving assistance safety systems and components. The company won the "National Quality Award" in August 2019, the "National Quality Benchmark" in October 2020, the company also passed ISO27001 and the EU TISAX Level 3 information security certification, and the cloud platform developed and delivered passed the national information security level protection level 3 certification.
Bethel (603596)
Wuhu Bethel Automotive Safety System Co., Ltd. has expanded its main business from the field of automobile brake system and automotive intelligent driving system to the business field of automobile steering system, and now the company has the independent forward development ability of mechanical brake system products, mechanical steering system products and intelligent electronic control system products. The company's technology center was recognized as a national enterprise technology center in 2015, and in March of the same year, its test and testing center was certified by China Conformity Assessment Service (CNAS).
Huayang Group (002906)
Huizhou Huayang Group Co., Ltd. is mainly engaged in automotive electronics, precision die-casting, precision electronic components and LED lighting business. Key components of automobiles are mainly used in automobile chassis system, automobile steering system, automobile engine and gearbox, automobile transmission system, smart key, new energy three electric systems (battery, motor, electronic control), etc.; Precision 3C electronic components are widely used in various connectors and structural parts including aviation, machinery, electronics, optical communication and other industries. In terms of international market, the company's products have been exported to Europe, America, Japan, Southeast Asia, the Middle East and other countries and regions.
Star Peninsula (603290)
The main business of Jiaxing Star Semiconductor Co., Ltd. is the design, research and development, production and sales of power semiconductor chips and modules based on IGBT. The main products are 600V IGBT module series, 1200V IGBT module series, products can be used in different fields with power range from 0.5kW to more than 1MW, including: frequency converters, welding machines, induction heating, lasers, solar/wind power generation devices, HVDC transmission and transformation devices, household appliances, locomotive traction, UPS, medical equipment and so on. According to the latest report released by IHS, a world-renowned market research institution, in 2019, the company ranked eighth in the global IGBT module market, with a market share of 2.2%, and was the only Chinese company to enter the top ten.
China Satellite (600118)
The main business of China Dongfanghong Satellite Co., Ltd. is aerospace manufacturing and satellite application business. The company's aerospace manufacturing business is positioned as a spacecraft system integrator and component provider, mainly including three categories: small satellite manufacturing, microsatellite manufacturing and component manufacturing. The company's satellite application business is positioned as a comprehensive information provider with satellite information integrated services as the core and equal emphasis on terminal manufacturing, system integration and information operation services, mainly including satellite application system integration and product manufacturing, satellite integrated applications and services, and smart business.