药明康德区块链

药明康德是一家专注于区块链技术的公司，它拥有一支优秀的技术团队，致力于为客户提供高效、可靠的区块链技术解决方案。药明康德认为，区块链技术可以改变我们的日常生活，改善我们的社会经济环境，提升我们的生活质量。因此，药明康德致力于推动区块链技术的发展，为客户提供技术支持，推动客户实现技术创新。

在药明康德的推动下，区块链技术已经取得了长足的发展，下面我们来看看药明康德拓展的三个相关关键词：

去中心化：去中心化是区块链技术的核心概念，它意味着每个节点都可以自由参与网络的构建和管理，而不需要依靠中心化的机构或者第三方机构来管理网络。药明康德帮助客户搭建去中心化的网络，使客户可以在网络中自由参与，实现自主管理。

智能合约：智能合约是区块链技术中的一种重要概念，它是一种可以在区块链网络上自动执行的计算机程序，它可以用来保证双方在交易中的相互权益。药明康德帮助客户搭建智能合约系统，使客户可以在交易中实现自动执行，保障双方的权益。

私有链：私有链是一种专为特定组织或者企业搭建的区块链网络，这种网络只有特定组织或者企业才能参与，只有特定组织或者企业才能访问网络上的数据。药明康德帮助客户搭建私有链系统，使客户可以实现安全可靠的数据访问，保证数据的安全性。

药明康德致力于推动区块链技术的发展，为客户提供高效、可靠的技术解决方案，改善我们的社会经济环境，提升我们的生活质量。药明康德拓展的三个相关关键词：去中心化、智能合约和私有链，将为客户提供更多的技术支持，帮助客户实现技术创新。

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A. 2022 long-term stock recommendations

Various leaders in the food and beverage industry chain

(1) Liquor: Kweichow Moutai Wuliangye Yanghe Shares of Luzhou Laojiao Shanxi Fenjiu
(2) Soy sauce: Haitian Flavor Industry Zhongju High-tech Qianhe Flavor Industry
(3) Hotpot base Richen Co., Ltd. Yihai International
(4) Dairy products : Yili Co., Ltd. Miaokelan Duotianrun Dairy New Dairy
(5) Mustard mustard Fuling mustard
(6) Bread: Peach and plum bread
(7) Nut snacks: Qiaqia Food Bestore Yanjin Shop
(8) Beer: Tsingtao Beer, Chongqing Beer, China Resources Beer
(9) Mooncakes, Guangzhou Restaurant Yuanzu Co., Ltd.
(10) Quick-frozen food: Anjing Food Sanquan Food
(11) Braised products: Juewei Food Huangshanghuang
(12) Yeast Angel Yeast
(13) Pickled Pepper Chicken Feet Youyou Food
(14) Catering: Haidilao Jiumaojiu
(15) Ham Sausage Shuanghui Development
(16) Vinegar Hengshun Vinegar Industry
(17) Rice Noodles Keming Noodle Industry
(18) Cocktail Bairun Co., Ltd.
Two medical leaders Shares
A leader in various subdivisions in the medical field
1. Yuyue Medical, a leader in medical devices
2 Mindray Medical, a leader in in vitro diagnostic medical devices
3. Lepu, a leader in cardiovascular medical devices Medical
4. Zhenghai Biotech, the leader in regenerative medicine
5. Truking Technology, the leader in medical equipment
6. Dabo Medical, the leader in orthopedic medical equipment
7. Xinhua Medical, the leader in disinfection
>8. Antu Bio (Immunity), a leader in in vitro diagnostic reagents, Cap Bio Nucleic Acid Vision Life (HPV)
9. Dean Diagnostics, a leader in diagnostic services
10. BGI, a leader in gene sequencing
11. Leadman, the leader in biochemical diagnosis, is the most complete
12. Jianfan Bio, the leader in hemoperfusion
13. Yangpu Medical, the leader in vacuum blood collection
14. Yingke Medical, the leader in medical gloves, Lanfan Medical Nanwei Medical Tape
15. Syringe leader Kindly
16. Cellular immunity leader Zhongyuan Xiehe
17. Unique medical service Stellium iodine contrast agent Aier Ophthalmology
II CXO companies selling shovels in the pharmaceutical industry
1. WuXi AppTec is the leading preclinical CRO/CDMO company
2. Pharmaron is the preclinical CRO company Longer
3. Zhaoyan New Drugs preclinical CRO Leading enterprise segmentation
4. Yaoshi Technology’s preclinical CRO enterprise segmentation Longsi
5. Medicilon’s preclinical CRO/CMO enterprise
6. Tigermed’s leading domestic clinical trial CRO enterprise
(3) Various types of medicinesSegmented leaders
1. National brand drug leader Yunnan Baiyao Piantzehuang Dong-hide-hide gelatin Tongrentang Jiuzhitang Guizhou Bailing Miao Medicine Buchang Pharmaceutical Cardiovascular Tasly
2. The leader in the entire industry chain Fosun Pharma Shanghai Pharmaceuticals East China Medicine China Medicine
3. Innovative drug leader Hengrui Medicine Oncology Beida Pharmaceutical Anti-cancer
4. Vaccine leader Changchun Hi-Tech Growth Su Zhifei Bio Cervical Cancer Watson Bio Pneumonia Kangtai Bio Pneumonia
5. Lukang Pharmaceutical, the leader in antibiotics
6. Kelun Pharmaceutical, Laimei Pharmaceutical Injection, the leader in infusion products
7. China Resources Sanjiu Sunflower Pharmaceutical, the leader in OTC, children’s medicine Huasen Pharmaceutical
8. Huahai Pharmaceuticals, the leader in APIs and excipients, Shanhe Pharmaceuticals, Minova's specialty raw materials, Shandong Pharmaceutical Glass, Medicinal Glass
9. Hualan Bio, the leader in blood products, Boya Biotech
10. Ganli Pharmaceuticals, the leader in unique drugs, Insulin Golden Pill Housewife Keenhua Pharmaceutical central nervous system medication Renfu Pharmaceutical anesthetic condoms
11. Vitamin leader Xinhecheng Brothers Technology
12. Health medicine leader Jindawei (Coenzyme Q10)
13 . Leading pharmaceutical chain Yifeng Pharmacy Dashen Lin Yixintang
Three types of leaders in the new energy industry chain
One type of lithium battery subdivisions
1. Battery CATL BYD Yiwei Lithium Energy Guoxuan Hi-Tech Xinwangda
2. Cathode materials
a. Three yuan cathode capacity network technology Shanshan Shares GEM Xiamen Tungsten Industry
b. Lithium iron phosphate cathode Defang Nano
br />c. Lithium cobalt oxide and lithium manganate cathode Xiangtan Electrochemical
3. Separator Enjie Co., Ltd.
4. Electrolyte Tianci Material New Zhoubang
5. Anode material Putailaishan Shan Energy
6. Conductive agent Tiannai Technology
7. Lithium battery equipment leader Intelligent Hangke Technology
8. Copper Foil Chaohua Technology Nord Co., Ltd. Jiayuan Technology
9. Structure Parts of Kodali
Second types of motor and electronic control subdivisions
1. Wolong Electric Drive The EC series sold by BAIC New Energy, a third-party leader in domestic motor and electronic control, is equipped with the company’s drive motors that have historically spanned Most of the main lines of the annual market continue to be industries with strong performance in the previous period, and the key is that the high prosperity of the industry has been verified and has nothing to do with valuation and trading sentiment. Review of the New Year's Eve market in the past 15 years. The main industries that led the gains from the end of November to January of the following year have 4 characteristics.
Firstly, most of the main lines leading the gains are industries that continue to perform strongly in the previous period and have nothing to do with valuations and trading sentiments. Secondly, the main lines leading the gains are industries whose logic of high prosperity has been verified during the New Year's Eve. Due to the New Year's Eve market, they are in a performance vacuum period. Verification of industry prosperity is the key
Recently, the pool stocks have selected several targets of the above types as benefits. Friends who want to refer to it can just reply on the public@public# Lingxiao stock discussion opportunity
2. Joyson Electronics The world's leading multinational automotive electronics company intelligent driving control system new energy vehicle dynamicsThe force management system serves major global vehicle manufacturers and domestic first-tier vehicle manufacturers
3. Inovance Technology is one of the leaders in industrial automation control. At the same time, the company also provides controllers for the motors of new energy vehicles
4. Dayang Motor is one of the leaders in China's micro motor industry and one of the largest new energy vehicle motor suppliers in China
5. Yuebo Power is a high-quality supplier of new energy vehicle powertrain systems and controllers
6 .Lanhai Huateng is a high-quality supplier of medium and low-voltage inverters, electric vehicle motor controllers and servo drives
7. Founder Motor, a leading company in micromotors and controllers, energy-saving and new energy vehicle drive assemblies, and automotive control systems
>8. Zhongke Sanhuan, the second largest domestic supplier of NdFeB permanent magnet materials in the world, has entered the Tesla industry chain
9. Zhenghai Magnetic Materials specializes in high-performance NdFeB permanent magnet materials for new energy sources Automotive motor drive system
10. Hongfa Co., Ltd., one of the global relay leaders, takes the lead in developing low-voltage relays for micro new energy vehicles and low-speed electric vehicles
Three complete vehicle companies
1. BYD has more than 9,400 patents Pieces
2. Great Wall Motors has more than 1,000 patents
3. The number of new energy patents of Geely Automobile has not been announced yet
Four various leaders in the nonferrous industry
1. Cobalt Huayou Cobalt Industry Hanrui Cobalt
2. Lithium Ganfeng Lithium Tianqi Lithium Yahua Group
3. Nickel Shengtun Mining Huayou Cobalt
4. Rare Earth Shenghe Resources Northern Rare Earth Guangsheng Nonferrous
5. Permanent magnetic materials Zhenghai magnetic materials Jinli permanent magnet Ningbo Yunsheng
6. Gold Zijin Mining Zhongjin Gold Chifeng Gold
7. Silver Shengda Mining Xingye Mining
8. Copper Zijin Mining Jiangxi Copper Yunnan Copper
9. Aluminum China Aluminum Minfa Aluminum Huafeng Aluminum Yunnan Aluminum Co., Ltd. Nanshan Aluminum
10. Lead Zinc Zhongjin Lingnan Chihong Zinc Germanium
/>11. Molybdenum Luoyang Molybdenum Industry
12. Titanium Titanium Co., Ltd. Western Superconductor
A leader in various five-chip semiconductors
An IC integrated circuit design company
1. GigaDevice Innovation Domestic leader in memory chip design
2. Guoke Micro is the leader in domestic radio and television chips and intelligent monitoring chips
3. Weill Co., Ltd. is the leader in analog chip design and distribution of semiconductor devices and power management ICs
4. Fullhan Micro is the leader in digital signal processing chip design
5. Beijing Junzheng is the leader in embedded CPU chip wearable chip design
6. Goodix Technology is the leader in capacitive touch and fingerprint recognition chips
7. Rockchip is the leader in intelligent application processing chips
(2) Semiconductor materials companies
1. Ashichuang is the leader in the domestic PVD coating materials industry
2. Feikai Materials is the leader in chip packaging materials
br />3. Nanda Optoelectronics is the leader in MO source materials and the leader in photoresist in China
4. Jacques Technology is the leader in domestic photolithographyThe leader in glue subdivision
5. Jiangfeng Electronics, the domestic leader in high-end semiconductor target materials
Three semiconductor equipment companies
1. Northern Huachuang, the domestic leader in scarce platform-type semiconductor equipment
2. Crystal Sheng Electromechanical is the domestic leader in monocrystalline silicon equipment
3. Zhichun Technology is the domestic leader in high-purity process systems and equipment
Four semiconductor industry chain companies
1. Yangjie Technology is a rare integrated chip design and manufacturing company in China and packaging and testing, etc.
2. Silan Micro is a high-quality enterprise in the entire industry chain such as gallium nitride integrated circuit chip design and packaging
3. China Resources Micro is the first domestic integrated chip design wafer company A high-quality foundry enterprise that integrates manufacturing, packaging and testing
4. SMIC, the leading domestic chip foundry
5. Tongfu Microelectronics Huatian Technology Changdian Technology, the three leading integrated circuit packaging and testing companies
Liufei Chip Basic Core Components Various Leaders
One Basic Component Leader
1. Fujing Technology is the global leader in optical crystal components
2. Jiejie Microelectronics is the leader in power semiconductor device segments
/>3. Farah Electronics is the domestic leader in film capacitors
4. Ninestar is the leader in the entire printer industry chain
5. Sunlord Electronics is the domestic leader in chip inductance components
6. AVIC Optoelectronics Optoelectronics Leading company in connecting components
7. Taiji Co., Ltd. is the leading high-power semiconductor device company
8. Star Semiconductor IGBT module quality enterprise
9. Torch Electronics is the domestic leader in chip multilayer ceramic capacitors
/>10. Jingwang Electronics, the leader in basic materials for PCB and other components
11. Sanan Optoelectronics, the leader in domestic LED optoelectronic components
12. Lens Technology, the global giant of window protective glass
13. Shengyi Technology domestic leader in copper-clad laminate ceramic devices
14. Shennan Circuit PCB leader 5G commercial leader
15. Crystal Optoelectronics Optoelectronics subdivision leader
16. CVTE Global LCD Main Control Board Leading interactive smart tablet company
17. Hetai Topband Co., Ltd. is the leader in smart controller segment
18. Lingyi Intelligent Manufacturing, a high-quality company in consumer electronics precision components
19. Pengding Holdings Global The leader in PCB printed circuit boards
20. The leader in Luxshare precision components
21. Zhonghuan Co., Ltd. is the most advanced semiconductor component company in China
22. Goertek Co., Ltd. is the leader in high-end smartphone acoustic components
br />23. Dongshan Precision Components Faucet
24. BOE A domestic panel flexible panel faucet
25. TCL Technology TV panel faucet
II Artificial Intelligence subdivides various faucets
1. The leading service direction of ArcSoft Technology’s AI vision service is smartphones, smart cars, Internet of Things, IoT, etc.
2. Flush Financial Brain, the leading Internet financial information service, serves the financial field
br />3. Dingjie Software Industry 4.0 AI software leader
4. Hang Seng Electronics, the leader in financial and securities industry software, has investment data, customer service and other AI multi-directional tracks
5. Cambrian AI chip details The branch leader has terminal smart processor IP cloud smart chip edge smart chip
6. 360 network security leader has 360 artificial intelligence innovation R&D center
7. Hanwang Technology is the global leader in text recognition technology and intelligent interactive products
8. Shengbang's leading AI simulation chip is used in voice recognition, ultrasonic ranging, infrared obstacle avoidance, etc.
9. Hongquan IoT tire pressure intelligent monitoring leading independent unmanned driving monitoring BSD and driver monitoring DMS etc.
10. Tahoe Intelligent Intelligent Detection and Sorting Equipment and Industrial Robot Equipment Leader
11. iFlytek, the domestic leader in intelligent voice services
12. Sai Microelectronics’ world-leading MEMS sensor chip services Shangquan’s multi-core SoC chip Polaris with independent IP
13. Danghong Technology’s leading video technology AI for portrait recognition
14. Synsi Electronics’ leading intelligent service robot for identity recognition is included in the National Development and Reform Commission’s major AI innovation and development projects
15. Uboxun’s mobile application software and hardware service provider layout includes AI IoT big data automatic recognition, etc.
16. Saiwei Intelligent is the most professional intelligent system segment leader in China and has fully automated smart grid face recognition
>17. Neusoft Group’s domestic software segment leader AI is used in many fields such as big health, smart transportation, smart cities, etc.
18. HKUST’s national software segment leader uses big data-driven intelligent software to lay out artificial intelligence
19. Wingtech Technology’s leading ODM foundry has a gesture recognition and artificial intelligence research institute
Three types of digital currencies are small and sophisticated
1. Guardone, the leading information security segment, participated in the formulation of financial distributed ledger technology Industry standards
2. The pioneer of financial and taxation services on Jincai Internet has accumulated technical experience in cross-border settlement and payment of digital currency
3. The pioneer of New World digital technology services participated in the Shenzhen digital currency red envelope pilot
4 . Lakala Financial Payment Leader strategically cooperates with the Central Bank’s Digital Currency Research Institute
5. Zhengtong Electronics’ domestic financial services and IDC high-quality corporate reserves have a large amount of digital currency related technologies
6. China Information Financial Technology Leader It has an independent and leading intelligent block platform
7. Xinguodu Financial Data Service Provider has a digital currency research center that has developed digital currency terminal equipment
8. Sifang Jingchuang Commercial Bank IT service outsourcer has abundant technology reserves
9. The leader of Guangdian Express intelligent terminal has technical reserves related to digital currency self-service equipment
10. Uboxun IoT mobile intelligent software and hardware service provider has technical reserves related to digital currency
11. Gao Weida Domestic The leading financial information service provider has digital currency technology-related reserves
12. Yinzhijie financial technology software service provider has carried out research on digital currency related software, hardware and support systems
13. Kelan Software Bank financial software service provider has digital currency related technology reserves
14. Netac Technology, the domestic leader in mobile storage equipment, reserves technology patents such as digital currency cold wallets
Four carbon capture leaders
1. Kemet Gas Company cooperates with Huda to carry out engineering technology research on carbon dioxide capture and storage
2. Yuanda Environmental Protection Company has independent intellectual property rights technology for carbon dioxide capture and a carbon trading platform
3. Hangyang Co., Ltd. is the leader in domestic gas sealing equipment
4. Haohua Technology Company The carbon capture technology reserve has begun to take shape
Five degradable plastic leaders
1. Fafa Technology Company is mainly engaged in high-performance modified plastics
2. Danhua Technology Company is a very general player in the chemical industry There are individual stocks but there are subsidiaries that make degradable plastics
Seven leaders in various segments of the chemical industry
1 Wanhua Chemical’s main products are MDITDI, the global leader and the absolute leader in China
2 Hengli Petrochemical’s main products are traditional Domestic leader in private refining and chemical industry
3 Rongsheng Petrochemical is the domestic leader in main product polyester fiber
4 Zhejiang Longsheng is the world leader in disperse dyes and reactive dyes as its main product
5 Longman Baili is the main company The product is the domestic leader in titanium dioxide and the fourth in the world
6 Juhua Co., Ltd.’s main product is the third-generation fluorine refrigerant. The domestic leader in segmentation is the global leader
7 Adisseo’s main product is methionine as an animal nutrition additive. Domestic leader and global leader
8 Yangnong Chemical’s main product is the domestic leader of pesticide pyrethroid
9 Xinyangfeng’s main product is agricultural essential consumer goods Compound fertilizer is the domestic leader
10 Jinhe Industrial Owner The commercial sweetener (acesulfame potassium sucralose) is the global leader in food additive monopoly monopoly
11 Red Sun’s main product is the global leader in pesticide pyridine base
12 Xingfa Group’s main product is glycerin The domestic leader in phosphorus phosphate ore
13 Lier Chemical’s main product is glufosinate-ammonium, the domestic leader
14 China Ceramic Materials’ main product is electronic ceramic MLCC formula powder, the domestic leader in the world
15 Linglong Tire’s main product is the domestic leader in the tire segment
16 Black Cat Co., Ltd.’s main product is carbon black, the domestic leader, and the global leader
17 Satellite Petrochemical’s main product is acrylic acid, the domestic leader, the global leader
18 Baofeng Energy is the domestic leader in the coal chemical industry and coal-based new materials and chemicals
19 Hualu Hengsheng is the domestic leader in the coal chemical industry DMF
20 Sankeshu is the domestic leader in coatings
br />21 Zhuoyue New Energy’s main product is the domestic leader in the domestic segment of biodiesel
22 Guangwei Composite’s main product is carbon fiber, the domestic leader
23 Polyfluoropolymer’s main product is lithium hexafluorophosphate, the global leader
24Shenzhen Xinxing’s main product is aluminum grain refinementAgents are the global leader in metallurgical additives
25 Qiangqiang New Materials’ main products are photoinitiators for photoresists and electronic chemicals

B. China’s core leading stocks of technical indicators have all taken their goods. Which are the top three high-quality leading brands that we are most optimistic about

The top three are: Luxshare Precision (002475), Goodix Technology (603160), Yiwei Lithium Energy (300014)
(2) WuXi AppTec Blockchain Extended Reading: Technology Stock Leaders
1. CATL, BYD, Mindray Medical, Longi Group
2. WuXi AppTec, Hengrui Pharmaceuticals, Luxshare Precision, Weill Group
3. Ganfeng Lithium, Inovance Technology, Sungrow, Sanan Optoelectronics
4. Amic, iFlytek, Zhuosheng Micro, GigaDevice
5. Sangfor, Unisoc Micro , Pioneer Intelligent, Tianci Materials
6, AVIC Optoelectronics, Sanhuan Group, Glodon, Baoxin Software
7, Jingsheng Electromechanical, Star Semiconductor, Shengbang Co., Ltd., Desay SV
8. Zhongke Innovation, Zhongke Sugon, Inspur Information, Hongda Electronics
The core leading stocks of artificial intelligence are:
1. Runhe Software (300339): Provides the industry with a high-performance development platform integrating software and hardware, In order to comprehensively lower the technical threshold of current A development and accelerate the productization process.
2. Stech (300608): The company has long been tracking new technology fields including AI, edge computing, blockchain, etc. for a long time, and continues to put research results into practice.
3. Quanzhi Technology (300458): On April 22, 2020, the company stated on the interactive platform: The company continues to invest R&D resources in relevant markets for layout, and its existing products are used in artificial intelligence applications such as intelligent image recognition and intelligent voice interaction. The field has achieved large-scale mass production.
4. Chuangda (300496): According to news on April 9, 2018, Chuangda and Cambrian Technology, an artificial intelligence chip unicorn company, reached a strategic cooperation. The two parties will work together to develop new artificial intelligence technologies and industry-oriented artificial intelligence solutions, accelerate the implementation of artificial intelligence scenarios, and thereby release the commercial value of the entire ecological chain.
5. Unisoc Group (000398): Unisoc Youlan is a leading domestic research and development and sales company for home intelligent robots. It has formed strategic cooperation with scientific research institutions such as Tsinghua University and the Chinese Academy of Sciences, and has developed in various aspects such as artificial intelligence, speech recognition, and intelligent sensing. All are industry experts. The company's products cover early childhood education robots, elderly companion robots, etc.

C. A shares: The list of the top 30 fund holdings in 2021 is exposed! These industry leaders are impressively listed

The 2021 second quarter report of public funds has been released!

According to statistical data, the top ten holdings of public funds in the second quarter of 2021 are Kweichow Moutai, CATL, Wuliangye, Hikvision, WuXi AppTec, LONGi, China Merchants Bank, Mindray Medical, China Duty Free and Luzhou Laojiao.

Among them, Kweichow Moutai, the "Big Brother of Liquor", still remains the largest public equity holding, with a total market value of 1,660 public equity holdings exceeding 180.7 billion yuan.

Secondly, Ningde Times, the “biggest brother on the GEM”, and Wuliangye, the “second leader in liquor”, ranked second and third.

In terms of performance quality, most of the first-quarter performance of the top 30 funds have achieved varying degrees of growth. A total of 13 companies have experienced a first-quarter net profit increase of more than 100% year-on-year;

Ranking first in the growth list is Ganfeng Lithium Industry, whose first-quarter net profit increased by 6,046% year-on-year, followed by Tongce Medical and Aier Ophthalmology, whose first-quarter net profits increased by 962.9% and 509.9% respectively;

Others whose net profit increased by more than 100% include China Duty Free, WuXi AppTec, Inovance Technology, Huayou Cobalt, etc.

Nine companies have disclosed their mid-term forecast results, and all have achieved growth, including Ganfeng Lithium, China Duty Free, Inovance Technology, Zhuosheng Micro, Weill Co., Ltd., Oriental Fortune, and Shanxi Fenjiu China. The reported net profit increased by more than 100% year-on-year.

The rolling price-to-earnings ratios of many stocks such as CATL, Ganfeng Lithium, Tongce Medical, AIER Ophthalmology, Yiwei Lithium Energy, WuXi AppTec, etc. all exceed 100 times!

Due to the limited space of the article, the above mentioned the top 15 companies with heavy fund positions. Next, we will continue to talk about the remaining companies!

16. Luxshare Precision: 439 funds held heavy positions in the second quarter, with a stock market value of 32.47 billion yuan at the end of the period;

Core supplier of Apple wireless charging transmitters; core assembler of AirPods; Apple Core supplier of lighting cables;

Laying out multiple product lines such as wireless charging, acoustics, antennas, wireless headsets, motors, etc., increasing the value of a single machine; subsidiary Koltong Industrial provides connectors for major Huawei and Emerson Supporting products;

17. Weir Shares: 355 funds held heavy positions in the second quarter, with a stock holding value of 28.825 billion yuan at the end of the period;

The company’s many core technologies in radio frequency products and other fields have reached Internationally advanced level, currently there are two main product lines: RF switches and RF low-noise amplifiers;

One of the few domestic enterprise groups with both semiconductor product R&D, design and strong distribution capabilities;

The acquisition of Beijing OmniVision, Sipico and Shixinyuan has completed the asset delivery and transfer. OmniVision Technology and Sipico are chip design companies, and their main business is the research and development and sales of CMOS image sensors;

18. Ping An of China: 579 funds held heavy positions in the second quarter, with holdings at the end of the periodThe stock market value is 27.299 billion yuan;

China's insurance industry leader and an internationally leading technology-based personal financial life services group provides financial life products and services to 200 million individual customers and 516 million Internet users; life insurance, Health insurance and property insurance are the company's main insurance types;

19. Zhuo Shengwei: 317 funds held heavy positions in the second quarter, with a stock market value of 27.292 billion yuan at the end of the period;

Adhere to the core of independent research and development technology, has become a leading company in domestic chips in the RF front-end segment;

The main business is the research, development and sales of RF front-end chips, mainly providing RF front-ends such as RF switches and RF low-noise amplifiers to the market Chip products and provide IP authorization for use in mobile smart terminals such as smartphones;

20. Huayou Cobalt: 279 funds held heavy positions in the second quarter, with a stock holding value of 26.378 billion yuan at the end of the period;

China's largest supplier of cobalt products and one of the major domestic suppliers of ternary precursor products for lithium batteries. Cobalt product sales account for approximately 18% of global consumption;

The company's leading products are cobalt tetraoxide, hydrogen Cobalt products such as cobalt oxide and cobalt sulfate, as well as ternary precursor products for lithium battery cathode materials; have an integrated industrial chain from cobalt and nickel resource development to lithium battery material manufacturing;

The company's N65 series of ternary precursor products have passed POSCO -LGC battery industry chain;

21. Zhifei Biotech: 348 funds invested heavily in the second quarter, with a stock market value of 25.935 billion yuan at the end of the period;

my country’s listed private biotech with the strongest comprehensive strength One of the vaccine suppliers and service providers;

The company currently has 3 independent vaccine products issued (ACYW135 polysaccharide vaccine, Hib vaccine, AC conjugate vaccine), and 5 agent products issued (Merck’s quadrivalent HPV vaccine, Nine-valent HPV vaccine, pentavalent rotavirus vaccine and 23-valent pneumonia and inactivated hepatitis A vaccine);

22. Tongce Medical: 190 funds held heavy positions in the second quarter, with a market value of 25.692 billion yuan at the end of the period; < /p>

The leading dental medical chain in China; the company continues to delve into specialized medical service fields such as oral cavity, reproduction, and ophthalmology, and owns oral medical institutions and assisted reproductive medical institutions. In the oral field, as a large oral medical group in China, it has established a nationwide presence. 32 dental hospitals have been opened in various places;

23. Changchun High-tech: 309 funds were heavily invested in the second quarter, with a stock holding value of 25.502 billion yuan at the end of the period;

Leading chickenpox vaccine; subsidiary Baike Biotechnology Featured products include chickenpox vaccine and rabies vaccinevaccine and nasal spray influenza vaccine, among which chickenpox vaccine ranks first in market share, and freeze-dried nasal spray influenza vaccine is the only approved live attenuated nasal spray influenza vaccine in China;

24. Yili Shares : There were 385 funds with heavy holdings in the second quarter, with a stock holding value of 24.089 billion yuan at the end of the period;

The largest dairy company in China, ranking first in sales; owning liquid milk, milk drinks, milk powder, frozen drinks, yogurt, etc. With a large product series and various types of dairy products, it is the market leader, and its high-end brands such as "Jindian" and "Anmuxi" are well-known throughout the country;

25. Midea Group: 505 funds were heavily invested in the second quarter, at the end of the period The shareholding value is 23.931 billion yuan;

One of the three major white goods overlords mainly in the air-conditioning business, the offline share of air conditioners, washing machines, and refrigerators is: 28.9%, 27.4%, 12.6%;

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On mainstream e-commerce platforms such as JD.com, Tmall, and Suning.com, it continues to maintain its industry leading position in all categories of home appliances; it owns Little Swan, Beverly, Aurora, Toshiba, and AEG;

< p> 26. Ganfeng Lithium: 284 funds held heavy positions in the second quarter, with a stock market value of 23.716 billion yuan at the end of the period;

The world's largest lithium metal producer, the world's third largest and China's largest lithium compound producer It is the only company in the global lithium industry that possesses the industrialization technologies of “lithium extraction from brine”, “lithium extraction from ore” and “lithium recovery from recycling”;

The company’s lithium industry value chain covers the upstream and downstream of the lithium industry The important sectors include upstream lithium resource extraction, deep processing of lithium compounds, metallic lithium production, lithium battery production, lithium secondary utilization and recycling;

27. Ping An Bank: 490 funds were heavily invested in the second quarter, The stock market value at the end of the period was 23.577 billion yuan;

A national joint-stock commercial bank, comprehensive finance is the bank’s characteristic advantage; it has established a unified blockchain comprehensive service platform for the whole bank and applied it in supply chain finance and bankruptcy Business areas such as liquidation voting, cloud signing and deposit, traceability, etc.;

28. Tigermed: 257 funds held heavy positions in the second quarter, with a market value of 23.49 billion yuan at the end of the period;

Domestic clinical The leading experimental CRO company, covering clinical research services, preclinical research services, technology transfer, preclinical independent research and development and consulting services. It is one of the few companies in the industry that can provide comprehensive and integrated CRO services, and has provided customers with a total of 400 clinical research services. Remainder;

29. Inovance Technology: 363 funds held heavy positions in the second quarter, with a stock holding value of 23.379 billion yuan at the end of the period;

Domestic industrial automationA leading company in products, a supplier of comprehensive electromechanical and hydraulic products and solutions; in 2019, the company's inverters and servo products have ranked first in domestic investment, ranking second and fourth respectively in the industry;

Industrial robot products include Robot-specific control systems, servo systems, vision systems, high-precision screws, SCARA robots, six-joint robots and other core components and integrated solutions;

30. Industrial Bank: 502 funds were heavily invested in the second quarter, The value of the stocks held at the end of the period was 23.263 billion yuan;

One of the first batch of joint-stock commercial banks, mainly engaged in commercial banking business, covering trust, leasing, funds, futures, asset management, consumer finance, Internet finance, research and consulting Integrated financial services group including The stock price of the branch has increased significantly recently. Don’t chase the high, don’t chase the high, don’t chase the high!)

D. What does the CXO sector refer to and what stocks are in this sector

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CXO refers to pharmaceutical R&D and manufacturing outsourcing services, and the CXO sector refers to listed companies that carry out pharmaceutical R&D and manufacturing outsourcing services. Drug development often requires a lengthy process, and pharmaceutical companies cannot handle the entire process. At this time, many companies prefer outsourcing, the outsourcing model is gradually taking shape, and the market is beginning to take shape. Users must have a detailed understanding of listed companies when investing in related stocks. When investing in CXO stocks, users need to have a detailed understanding of listed companies and buy stocks with great potential. The best way to buy stocks is to buy low and sell high. It is worth noting that users should always pay attention to changes in stock prices after purchasing stocks and not miss the best selling points.

CRO stocks such as WuXi AppTec (the strong will always be strong, long-term stable and rapid growth, with strong certainty; Q1 performance slightly exceeded expectations, and the sector’s stock price is relatively stagnant), Pharmaron (the whole industry chain layout, the company is in a period of rapid growth; the first quarter performance grew rapidly, and the full-year performance is worth looking forward to), Asymchem (2020 performance is affected by factors such as production capacity expansion restrictions and exchange gains and losses. In 2021 Performance is expected to accelerate with the release of production capacity), Tigermed, WuXi Biologics (02269), etc. Segmentation tracking leader: Such as Yaoshi Technology (the leader in the segmentation industry, the profit side in the first quarter exceeded expectations, the block barrier is high, the pace of production capacity release is fast, it is expected to bring rapid annual growth, innovative drug CDMO has potential elastic catalysts) , Medici et al.

E. The development of pharmaceutical R&D outsourcing welcomes major benefits, and related concepts have broad prospects in the future | FireWire Interpretation

The Ministry of Commerce and other eight departments recently issued guidance on promoting the accelerated transformation and upgrading of service outsourcing. , by 2035,The average annual output value of my country's service outsourcing practitioners has reached the world's leading level. Bring enterprises’ research and development and application of information technologies such as cloud computing, basic software, integrated circuit design, and blockchain into the scope of support for national science and technology plans (special projects, funds, etc.).

According to opinions, promote the development of key areas. Including the development of medical research and development outsourcing, except for those prohibited from entering, goods and items imported from abroad by enterprises in the comprehensive bonded zone and used for biomedical research and development in the zone are exempted from submitting a license. Imported consumable materials shall be verified based on actual research and development consumption. pin.

Analysts believe that in the next three years, pharmaceutical outsourcing, especially CDMO (Contract Development Manufacture Organization, contract custom R&D and production enterprises), specialty APIs, innovative pharmaceutical devices, etc., will usher in investment opportunities.

Multiple factors resonate, and the golden age of pharmaceutical outsourcing is coming

A Future Think Tank report shows that China has a huge pharmaceutical market. In 2018, my country’s R&D expenditure reached 17.1 billion US dollars, of which R&D expenditure was found to be 22 billion US dollars, preclinical expenditures were US$3.3 billion, and clinical expenditures were US$11.6 billion. From 2016 to 2018, the CAGR (Compound Annual Growth Rate, compound annual growth rate) was 16%. The growth rate has slowed down, but compared with the global growth rate, still maintaining rapid growth. It is expected that by 2023, the growth will remain in the range of 20% to 25%. Domestic pharmaceutical R&D expenditure will be close to 50 billion US dollars in 2023. The long-term stable growth trend of domestic pharmaceutical R&D expenditure has created a vast market space for the development of the domestic CRO industry. .

Over the past 20 years, local CRO (Contract Research Organization, R&D outsourcing organization) companies have followed the trend. WuXi AppTec, Zhaoyan New Drugs, Tigermed and other companies have respectively started from drug discovery research, clinical research and development. Entering the CRO industry from the perspective of pre-research and clinical research, seizing the opportunity period of rapid growth of the industry, becoming the current leading enterprise in the domestic CRO industry, and promoting the further development of the CRO industry in the country.

Judging from the proportion of the CRO market by industry, the market shares of my country's drug discovery CRO, preclinical research CRO and clinical CRO were 18.6%, 25.4% and 54.2% respectively in 2018; during the same period, The market shares of the three international companies are 19.9%, 14.5%, and 65.5% respectively. Domestic discovery drugs and clinical CROs account for a relatively small proportion. This is because the country is still dominated by generic drugs. The CRO market for preclinical research such as pharmaceutical research and efficacy evaluation of generic drugs is relatively large. However, in the future, as the country and pharmaceutical companies With the emphasis on innovative drugs, the growth rate of domestic discovery drugs and clinical CRO will exceed that of preclinical research CRO, and the market share of the first two will steadily increase.

The CRO and CDMO industries are expected to continue to benefit

Minsheng Securities stated that 2020-2022 will be the three years when the medical reform policy with centralized procurement as a breakthrough is accelerated. During this period, supply-side price variables (drugs, medical services) became the most The main change is that under this premise, we will continue to recommend investment opportunities in pharmaceutical outsourcing, especially CDMO, specialty APIs, innovative pharmaceutical devices, etc.

Tianfeng Securities pointed out that although my country’s CRO industry started late, it is developing rapidly. According to data from Frost & Sullivan, the market size of my country's CRO industry has rapidly increased from US$2.1 billion in 2014 to US$5.9 billion in 2018, with a CAGR of 29%. Compared with foreign countries, domestic CROs have higher cost advantages and comparable quality systems. Foreign pharmaceutical companies are more inclined to cooperate with domestic CROs; the pharmaceutical administration encourages innovation, and there are many green channels for biopharmaceutical companies on the Hong Kong Stock Exchange and the Science and Technology Innovation Board. Driven by capital brought by financing platforms, it is expected that the domestic CRO market will reach US$21.4 billion by 2023, with an average annual growth rate of 29.8% from 2019 to 2023. At this point in time, the domestic CRO industry is jointly promoted by industry, capital, and policies , ushering in a golden development period.

Guosen Securities believes that the continued enthusiasm for new drug research and development will promote the development of CRO and CDMO. It is recommended to over-allocate global drug research and development investment to maintain high prosperity, and outsourcing penetration continues to increase; domestic engineer bonuses bring cost advantages, and global pharmaceuticals The transfer of outsourcing orders to the Asia-Pacific region will continue; domestic biopharmaceutical investment will increase, and the CRO and CDMO industries are expected to continue to benefit. Recommend global CRO, CDMO leader WuXi AppTec, high-growth clinical CRO leader Tigermed, domestic biologics CDMO scarce target WuXi Biologics, global cell therapy leader GenScript Biotech, and A+H-share listed high-quality CRO Kang Longhuacheng and Asymlink, a leading company in the CMO industry.