Recently, Wu Qing, Secretary of the Party Committee and Chairman of the China Securities Regulatory Commission, led a team in Beijing, Hangzhou, Shanghai and other places to carry out research and supervision on the implementation of the "1+N" policy system of the capital market, further deepening the reform in an all-round way, and better serving the development of new quality productivity.
01 List of representative enterprises in the core industries of new quality productivity
1. Industrial machine tools
Haitian Precision, Dongtu Technology, Shenyang Machine Tool, Krauss, Huachen Equipment, Inovance Technology, Huazhong CNC, Huadong Heavy Machinery, Qinchuan Machine Tool, Huadong CNC
2. Robots
1. Sensor
Suzhou Good-Technetium, Keli Sensing, Obi Zhongguang, Hanwei Technology, Ruichuang Micro-Nano
2. a reducer
Zhongma Transmission, Green Harmonic, Shuanghuan Transmission, Eddie Precision, Hongya CNC, Jiangsu Leili, Wuzhou Xinchun, Nanfang Seiko
3. a motor
Mingzhi Electric, Xiangming Intelligence, Inovance Technology, Kelier, HCFA Technology
4. System-related
Jinzi Tianzheng, Kelai Electromechanical, Seymour Intelligence, Xinshida, Huazhong CNC
5. Integration
Kelai Electromechanical, Zhongzhong Technology, Krauss, Weston, Central Control Technology, Inovance Technology, Ruichuang Micro-Nano
III. The Yuan Universe
1. Brain-computer interface
Innovative Medical, Zhongke Information, Sanbo Brain, Nanjing Panda, Oriental Zhongke
2. Future display
Changjiang Communications, Allwinner Technology, Jiachuang Video, Goertek, Anjie Technology, Luxshare Precision, O-film
Fourth, new energy
1. Photovoltaics
SkyOcean New Materials, Tongda Shares, Maiwei Shares, LONGi Green Energy, Tongwei Shares
2. New energy vehicles
Kelai Electromechanical, CATL, Farah Electronics, BYD, Inovance Technology, EVE Lithium Energy, Dexin Technology
3. Hydrogen energy
Hongtao shares, Snowman shares, Sinopec, Meijin Energy, Xiongtao shares, Weichai Power
V. Optical communication
1. Optical module
Tianfu Communication, Xinyisheng, Huagong Technology, Accelink Technology, Zhongji Innolight, Mingpu Optomagnetic
2. Optical chips
Huaxi Co., Ltd., Yuanjie Technology, Changguang Huaxin, Accelink Technology, Shijia Photonics
3. Optical engine optical devices
Optical library technology, Fujing technology, Tianfu communication, Taichen light, Fuxin technology, Tengjing technology
4. Switches
ZTE, Unisplendour, Inspur Information, Sugon, Ruijie Network, and Xingwang Ruijie
5. Switch foundry
Gongjin Co., Ltd., Hytera, Industrial Fortune Union, Feiling Kesi
6. Connectors and cables
Taichenguang, Zhishang Technology, Zhaolong Interconnection, Luxshare Precision
6. Artificial intelligence
1. Computing power
Industrial Fortune Union, Sugon, Inspur Information, Tuowei Information, Haiguang Information, Cambrian, Hongbo Shares, Tors, Yuncong Technology, Capital Online
2. Large model
iFLYTEK, Kunlun Wanwei, 360, Hanwang Technology, Haitian AAC, Yuncong Technology
02A representative company of new quality productivity
1. Zhongma Transmission: One of the first private enterprises in mainland China to enter the field of automotive transmissions, mainly engaged in the research and development, production and sales of automotive transmissions and vehicle gears.
2. Kelai Electromechanical: The company's main business is industrial automation application, and it is a supplier of intelligent manufacturing system solutions, and is deeply engaged in the application of industrial robot systems.
3. Zhenbang Intelligence: The company's products are applied to cleaning robots and lawn mowers, and the company is an innovative leader in control solutions for the cleaning robot industry.
4. Han's CNC: Han's Machine Tool Technology Co., Ltd.'s main business is precision machining equipment and machine tool automation
5. Jinzi Tianzheng: The main business is the development, production, sales and undertaking of industrial automation engineering and technical services in the field of industrial automation, such as industrial computer control systems, electrical transmission devices, industrial testing and control instruments, and other related products of the three electric industries. Breakthroughs have been made in the fields of digital factory, iron front centralized control, energy management, and non-standard robots.
6. Julun Intelligence: The company is a national industrial robot standard enterprise and one of the backbone robot enterprises in Guangdong Province, and the robots independently developed by the company can completely replace skilled workers in high-intensity and high-pollution environments.
7. Industrial Fortune Union: The company is the world's leading professional design and manufacturing service provider of communication network equipment, cloud service equipment, precision tools and industrial robots.
8. Belon Precision: Some of the company's structural products are used in sweeping robots.
9. Huamin Co., Ltd.: The holding company Zhongwu Hongyu has developed and produced a high-energy ion beam 3D spray welding intelligent robot, which belongs to the new manufacturing field of rapid prototyping.
10. Jinzheng Co., Ltd.: Jinzhiwei, a shareholding company of the company, is a R&D and solution provider of RPA robotic process automation software and IT operation and maintenance management products.
11. Zhongda De: The company is a high-tech enterprise engaged in the research and development, production, sales and service of key components in the field of mechanical transmission and control applications.
12. Fengli Intelligence: The company is an intelligent robot providing precision reducers and parts.
13. Xiechuang Data: The company is mainly engaged in the research and development, production and sales of Internet of Things intelligent terminals and data storage equipment terminals in the field of consumer electronics.
14. Xiangyang bearing: tapered bearings and ball bearings for reducers are the company's main products.
15. Zhenbang Intelligence: The company's products are applied to cleaning robots and lawn mowers and other fields, mainly providing products and services for leading enterprises in the industry, and the company is an innovative leader in control solutions for the cleaning robot industry
16. Dali Technology: On February 16, 2020, the company said on the interactive platform that since the company has been engaged in the robot industry, the development has been good, and the types of customers have gradually diversified. In addition to maintaining the traditional advantages of the power industry, it also successfully expanded the application of metro urban rail transit industry at the end of 2019. With the continuous improvement of the demand for intelligent systems in various industries, the company's robot products must also have more application space.
17. Valin Cable: March 6, 2023 Interactive Easy Reply: The company's independent research and development and production of high-performance shearer cables, flexible ribbon cables for rOV robots, light wires for aerospace, cables for word navigators, towing cables for mining equipment and other products have achieved import substitution.
18. Haitian Precision: The company's main business is committed to the research and development, production and sales of high-end CNC machine tools, the main products include CNC gantry machining center, CNC horizontal machining center, CNC horizontal lathe, CNC vertical machining center, CNC floor boring and milling machining center, CNC vertical lathe.
19. Hongying Intelligence: The company is committed to providing domestic and foreign mobile machinery customers with intelligent solutions from the core components, control systems and platforms. Build a digital workshop and an intelligent factory to increase efficiency, reduce losses, improve quality and stability for industrial automation.
20. Const: The company is a collection of mechatronics, software algorithm development, precision manufacturing in one of the high-end instrumentation enterprises, the company's main products include digital pressure gauge, intelligent pressure calibrator, automatic pressure calibrator, intelligent pressure generator, intelligent pressure controller, pressure calibrator, intelligent dry furnace, intelligent thermometer, intelligent precision thermostat, intelligent precision verification furnace, temperature and humidity automatic verification system, intelligent process calibrator, high-precision digital multimeter and other professional solutions.
21. Juneng Co., Ltd.: The company's main business is to provide customers with overall solutions for intelligent manufacturing with various robot automated production lines and automated auxiliary units as the core.
22. Hengjin Induction: The company's main business is the research and development, production, sales and technical services of medium and high-end CNC induction heat treatment equipment and its key functional components.
23. Sunny Seiko: Ningbo Sunny Bell Automation Co., Ltd., a wholly-owned subsidiary of the company, is the main body of the company specializing in robotics and automation solutions.
24. Laisai Laser: a pioneer in China's building laser measurement and intelligent positioning industry. The main business is the research and development, production and sales of products in the field of laser measurement and intelligent positioning, and the main products and services are architectural laser positioning, engineering laser intelligent positioning, laser measurement and sensing products.
25. Lingge Technology: a national-level specialized and new "little giant", mainly engaged in automated material handling system equipment, mainly supplying lithium battery industry. The company is a provider of automated material handling solutions, and its main products and services are automated material handling systems, stand-alone equipment, accessories and services, rent, water and electricity.
26. Taiye Intelligent: A high-tech enterprise in Jiangsu Province focusing on providing smart distribution network equipment and solutions. The company is mainly engaged in intelligent power distribution business and new energy business, the company's main products are intelligent power distribution equipment, intelligent medium voltage switchgear, distribution automation terminals, new energy project operation, energy storage products, etc.
27. Tengya Seiko: the domestic leader in the field of gas nail gun segmentation. The company's main business is the research and development, production and sales of nail fastening equipment and building hardware products, the main products are nail fastening equipment, building hardware products, gas nail guns, nails, gas gas tanks, and building hardware products.
28. Zhucheng Technology: mainly engaged in electronic connectors. The company's main business is the research and development, production and sales of electronic connector products, and the company's main products are electronic connectors.
29. Sanchao New Materials: A relatively comprehensive patent system has been formed in two categories of products: electroplated diamond wire and diamond grinding wheel. The main business is the R&D, production and sales of diamond tools, and the main products are electroplated diamond wire and diamond grinding wheels.
30. Jiangnan Yifan: a leading enterprise and a major manufacturer in the field of micro and special geared motors. The company's main products are energy storage geared motors, RV geared motors, chassis motors, circuit breaker special gearboxes, and automotive supercharger geared motors.
31. Baiao Intelligence: A high-tech enterprise that provides intelligent, modular, flexible and information-based overall solutions for industry enterprises. The main business is the research and development, design, production and sales of intelligent equipment and its components, providing complete sets of equipment and related components for customers to achieve intelligent manufacturing, and the company's main products are all kinds of intelligent assembly equipment.
03 A representative company of the new quality productivity industry chain
(1) Artificial intelligence
Representative enterprises: iFLYTEK, Insai Group, Wondershare Technology, Kunlun Wanwei, Chinese Online, Yuanda Intelligence, SDIC Intelligence, Hikvision, Dingjie Software, Kunchuan Intelligence, Saiwei Intelligence, Sichuan University Zhisheng, Hanwang Technology
(2) Humanoid robots
Representative enterprises: Haozhi Electromechanical, Kelai Electromechanical, Estun, Inovance Technology, Dahua Co., Ltd., Wanxun Automatic Control, Leisai Intelligence, INVT, Sanhua Intelligent Control, Tuopu Group, Jiangsu Leili, Mingzhi Electric
(3) Industrial machine tools
Representative enterprises: Lanying Equipment, Haozhi Electromechanical, Shenyang Machine Tool, Qinchuan Machine Tool, Inovance Technology, East China CNC, Shenyang Machine Tool, Huachen Equipment, Yuhuan CNC
(4) Brain-computer interface
Representative enterprises: Innovative Medical, Sanbo Brain, Nanjing Panda, Xinzhi Cognition, Hanwei Technology, Century Huatong, Zhongke Information
(5) Industrial Internet
Representative enterprises: Industrial Fortune Union, Sunsea Intelligence, Huazhong CNC, Deen Seiko, Weston, Hanbell Precision Machinery, Dongfang Precision, INVT, iSoftStone
(6) Computing power
Representative enterprises: Zhongji Innolight, Tianfu Communication, Mingpu Optomagnetic, Accelink Technology, Xinyisheng, Zhongbei Communication, Industrial Fortune Union, Hongbo Co., Ltd., Inspur Information, Tuowei Information, Digital China, Changshan Beiming, Sichuan Changhong, Kunlun Wanwei, Zhenshitong, Jiuyuan Yinhai, High-tech Development
(7) 6G applications
Representative enterprises: ZTE, China G Satellite, China G Satellite Communication, Huali Chuangtong, Wuhan Fangu, Tongyu Communication, Hengtong Optoelectronics, Quectel Communications, Fiberhome Communications, Zhongjing Electronics, Special Information, Zhongtian Technology
04 A representative company of the new quality productivity industry chain
1. New quality productivity + state-owned enterprise stocks:
1. Jin Zitianzheng (600560) = central enterprises + new industrialization + artificial neural network
2. Claus (600579) = central enterprises + robots + rubber and plastic machinery
3. Seymour Intelligence (300466) = Luoyang State-owned Enterprise + Robot + Intelligent Engineering + Huawei Cloud
4. Dahao Technology (603025) = Beijing state-owned assets + robot + electronic control system
Second, the new quality productivity of the Beijing Stock Exchange
1. Concentric transmission (833454) = industrial robot + automobile transmission shaft + Beijing Stock Exchange
Third, the market leading enterprises
1. Kelai Electromechanical (603960) = industrial robot + Huawei + + optical communication
2. Hasen shares (603958) = precision manufacturing + asset restructuring + to cut into the apple industry chain + foreign trade
4. Huawei's representative company of new quality productivity in the industrial chain
1. Zhidu shares (000676)
2. iSoftStone (301236)
3. High-tech development (000628)
4. OFILM (002456)
5. Thalys (601127)
6. Guanghong Technology (300735)
04 Map of the core industrial chain of new quality productivity