药明康德业务板块,药明康德交易数据

A. What are the top three high-quality leading stocks that are most optimistic about China’s core leading stocks with technical indicators?

The top three are: Li Xun Precision (002475), Goodix Technology (603160), Yiwei Lithium Energy (300014)
(1) Blockchain WuXi AppTec Extended Reading: Leading Technology Stocks
1. CATL, BYD, Mindray Medical , Longi Co., Ltd.
2. WuXi AppTec, Hengrui Pharmaceuticals, Luxshare Precision, Weill Co., Ltd.
3. Ganfeng Lithium, Inovance Technology, Sungrow, Sanan Optoelectronics
4. Aimi Ke, iFlytek, Zhuosheng Micro, GigaDevice
5. Sangfor, Ziguang Guowei, Pioneer Intelligence, Tianci Materials
6. AVIC Optoelectronics, Sanhuan Group, Glodon, Baosight Software
>7. Jingsheng Electromechanical, Star Semiconductor, Shengbang Co., Ltd., Desay SV
8. Zhongke Innovation, Zhongke Shuguang, Inspur Information, Hongda Electronics
The core leading stocks of artificial intelligence are:< br>1. Runhe Software (300339): Provides the industry with a high-performance development platform integrating software and hardware to comprehensively lower the current technical threshold for 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.

B. 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 firmly holds the throne as the largest holding of public offerings., the total market value of the stock held by 1,660 public funds exceeded 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 first-quarter net profits that increased by more than 100% year-on-year;

At the top of the growth list is Ganfeng Lithium Industry, whose first-quarter net profit increased by 6046% 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, and the value of the stocks held at the end of the period was 27.299 billion yuan;

China’s insurance industry leader, the countryThe world's 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 were heavily invested in the second quarter, and the stock market value at the end of the period was 27.292 billion yuan;

Adhering to independent research and development of core technologies, it has become a leading company in domestic chips in the radio frequency front-end segment;

The main business is the research, development and sales of RF front-end chips. It mainly provides RF front-end chip products such as RF switches and RF low-noise amplifiers to the market, and provides IP authorization for application in mobile smart terminals such as smartphones; < /p>

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, domestic lithium battery ternary precursor products One of the major suppliers, cobalt product sales account for approximately 18% of global consumption;

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

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

21. Zhifei Biotech : There were 348 funds with heavy holdings in the second quarter, and the value of the stocks held at the end of the period was 25.935 billion yuan;

One of the listed private biological vaccine suppliers and service providers with the strongest comprehensive strength in my country;

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

22. Tongce Medical: 190 funds held heavy positions in the second quarter, with a stock holding value of 25.692 billion yuan at the end of the period;

The leading domestic chain dental medical chain; the company continues to deeply engage in oral and reproductive medicine , ophthalmology and other specialized medical service fields, with dental medical institutions and assisted reproductive medical institutions. In the dental field, as a large dental medical group in China, it has opened 32 dental hospitals across the country;

23. Changchun High-tech : There were 309 funds with heavy holdings in the second quarter, and the value of the stocks held at the end of the period was 25.502 billion yuan;

The leader in chickenpox vaccines; the main products of subsidiary Baike Biotechnology include chickenpox vaccine, rabies vaccine and nasal spray influenza vaccine, among which the chickenpox vaccine market is No. 1 in market share, freeze-dried nasal spray influenza vaccine is the only nasal spray approved in ChinaThe live attenuated influenza vaccine has been put on the market;

24. Yili Shares: 385 funds held heavy positions in the second quarter, with a shareholding value of 24.089 billion yuan at the end of the period;

The largest dairy company in China, Ranked first in sales; it has several major product lines such as liquid milk, milk drinks, milk powder, frozen drinks, yogurt, etc. All types of dairy products are market leaders, 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, with a stock market value of 23.931 billion yuan at the end of the period;

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

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

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, and the only company in the global lithium industry that possesses the industrialized technologies of "lithium extraction from brine", "lithium extraction from ore" and "lithium recovery from recycling" Enterprise;

The company's lithium industry value chain covers all important sectors upstream and downstream of the lithium industry, including 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, with a stock market value of 23.577 billion yuan at the end of the period;

A national joint-stock commercial bank, comprehensive finance is the bank’s distinctive advantage; established It has established a unified blockchain comprehensive service platform across the bank, and has applied it in supply chain finance, bankruptcy liquidation voting, cloud signing and certificate depositing, traceability and other business fields;

28. Tigermed: Heavy positioning of funds in the second quarter 257 companies, with a shareholding value of RMB 23.49 billion at the end of the period;

The leading domestic clinical trial CRO company, covering clinical research services, preclinical research services, technology transfer, preclinical independent research and development and consulting services, rare in the industry A company that can provide all-round and integrated CRO services, it has provided customers with more than 400 clinical research services in total;

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

A leading company in domestic industrial automation products and a supplier of electromechanical and hydraulic comprehensive products and solutions; in 19 years, the company's inverters and servo products have achievedDomestic investment ranks first, 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, with a stock market value of 23.263 billion yuan at the end of the period;

One of the first batch of joint-stock commercial banks, mainly engaged in commerce Banking business is a comprehensive financial services group covering trust, leasing, funds, futures, asset management, consumer finance, Internet finance, and research and consulting;

Note: The above companies are compiled based on public information such as performance statements Summary, only for sharing and exchange and learning, not as a basis for trading;

(The stock prices of some of the above companies have increased significantly recently, do not chase high, do not chase high, do not chase high!)

C. 2022 long-term stock recommendations

A variety of leaders in the food and beverage industry chain

(1) Liquor: Kweichow Moutai Wuliangye Yanghe Co., Ltd. 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 Shares of Miaokelanduo Tianrun Dairy New Dairy
(5) Fuling mustard
(6) Bread: Peach and plum bread
(7) Nut snacks: Qiaqia Food BESTORE Yanjinpuzi< br />(8) Beer: Tsingtao Beer, Chongqing Beer, China Resources Beer
(9) Moon cakes, 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 and 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 Shares
Two leading medical stocks< br />A leader in various subdivisions in the medical field
1. Yuyue Medical, the leader in medical equipment
2 Mindray Medical, the leader in in vitro diagnostic medical equipment
3. Lepu Medical, the leader in cardiovascular medical equipment
br />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, the leader in gene sequencing
11. Leadman, the leader in biochemical diagnosis, is the most complete
12. Jianfan Biotech, the leader in hemoperfusion
13. Yangpu Medical, the leader in vacuum blood collection
/>14. Medical glove leader Yingke Medical Lanfan Medical Nanwei Medical Tape
15. Syringe leader Kindly
16. Cellular immunity leader Zhongyuan Xiehe
17. Unique Medical Services Department Taili Iodine Contrast Agent Aier Ophthalmology
Second pharmaceutical industry sales CXO companies
1. WuXi AppTec is the leading pre-clinical CRO/CDMO company
2. Pharmaron is the leading pre-clinical CRO company 2
3. Zhaoyan New Drug’s preclinical CRO company is the leader in segmentation
4. Yaoshi Technology’s preclinical CRO company is segmented into Longsi
5. Medicilon’s preclinical CRO/CMO company
/>6. Tigermed is the leading CRO enterprise in domestic clinical trials
(3) Leading pharmaceutical subdivisions
1. The leading national brand drug, Yunnan Baiyao Pianzaihuang Dong-E-E-Jiao Tongrentang Jiuzhitang is well-known as far away as Guizhou Bailingmiao Yaobuchang Pharmaceuticals Cardiovascular Tasly
2. Fosun Pharma, the leader in the entire industry chain, Shanghai Pharmaceuticals, Huadong Medicine, China Pharmaceuticals
3. Innovative drug leader Hengrui Pharmaceuticals, Oncology, Betta Pharmaceuticals Anti-Cancer
4 . Vaccine leader Changchun Hi-Tech Growth Gen Zhifei Bio Cervical Cancer Watson Bio Pneumonia Kangtai Bio Pneumonia
5. Antibiotic leader Lukang Pharmaceutical
6. Infusion product leader Kelun Pharmaceutical Laimei Pharmaceutical Injection
/>7. OTC leader China Resources Sanjiu Sunflower Pharmaceutical children's medicine Huasen Pharmaceutical
8. API leader Huahai Pharmaceutical raw material Shanhe pharmaceutical excipients Menohua specialty raw materials Shandong pharmaceutical glass medicinal glass
9 . Leading blood products Hualan Biotech Boya Biotech
10. Unique drug leader Ganli Pharmaceutical Insulin Qianjin Pharmaceutical Fukenghua Pharmaceutical Central nervous system medication Renfu Pharmaceutical Anesthetic Condoms
11. Vitamin leader Xinhecheng Brothers Technology
12. Jindawei (coenzyme Q10), the leader in health care drugs
13. Yifeng Pharmacy, the leader in pharmaceutical chains, Dashenlin Yixintang, the leader of the pharmaceutical chain
Three leading brands in the new energy industry chain
/>A variety of lithium battery subdivisions
1. Battery Ningde era BYD Yiwei Lithium Energy Guoxuan Hi-tech Xinwanda
2. Cathode materials
a. Three yuan cathode capacity network technology Sheng Technology Shanshan Shares GEM Xiamen Tungsten Industry
b. Lithium iron phosphate cathode Defang Nano
c. Lithium cobalt oxide and lithium manganate cathodes Xiangtan Electrochemical
3. Diaphragm Enjie Co., Ltd.
/>4. Electrolyte Tianci Material New Zhoubang
5. Anode material Putailai Shanshan Energy
6. Conductive agent Tiannai Technology
7. Lithium battery equipment leader Intelligent Hangke Technology< br />8.Copper foil Chaohua Technology Nord Co., Ltd. Jiayuan Technology
9. Structural parts Kodali
Second motor electronic control various types of subdivision
1. Wolong electric drive domestic motor electronic control third party The EC series sold by leading BAIC New Energy is equipped with the company's drive motor. Historically, the main line of New Year's market trends has mostly continued to be industries with strong early performance. 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 past 15 years The New Year's Eve market has 4 characteristics: the main industries that led the gains from the end of November to January of the following year
The first is that most of the main industries that lead the gains continue to have strong performance in the previous period and have nothing to do with valuations and trading sentiment; the second is that the main lines that lead the gains are all During the New Year's Eve, the logic of high prosperity has been verified in industries that are in a performance vacuum period due to the New Year's Eve market. Verification of industry prosperity is the key
Recently, the pool stocks have selected several targets of the above types as welfare for friends who want to refer to @ the public Just reply to the opportunity of #Lingxiao’s stocks
2. Joyson Electronics is the world’s leading multinational automotive electronics company with intelligent driving control systems and new energy vehicle power management systems serving 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 motors of new energy vehicles
4. Dayang Motor is one of the leaders in China's micro motor industry and is the largest new energy vehicle manufacturer in China. One of the suppliers of electric motors
5. Yuebo Power is a high-quality supplier of new energy vehicle powertrain systems and controllers
6. Blue Ocean Huateng medium and low voltage inverters electric vehicle motor controllers and servo drives, etc. High-quality suppliers
7. Founder Motor, a leader in micromotors and controllers, energy-saving and new energy vehicle drive assemblies, and automotive control systems
8. Zhongke Tri-Huan, the world’s second largest NdFeB permanent magnet The magnetic material supplier company has entered the Tesla industry chain
9. Zhenghai Magnetic Materials specializes in high-performance NdFeB permanent magnet materials for new energy vehicle motor drive systems
10. Hongfa Co., Ltd. is one of the world's leading relays One of the first to develop 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
2. Great Wall Motor has more than 1,000 patents
3. The number of Geely Automobile’s new energy patents has not been announced yet
Four leaders in the non-ferrous industry
1. Cobalt Huayou Cobalt 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 Metal
5. Permanent Magnetic Materials Zhenghai Magnetic Materials Jinli Permanent Magnet Ningbo Yun Rising
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 wearable chip design for embedded CPU chips
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. Yake Technology is the leader in photoresist subdivision in China
5. Jiangfeng Electronics is the leader in high-end semiconductor targets in China
Three semiconductor equipment companies
1. Northern Huachuang is the domestic leader in rare platform semiconductor equipment
2. Jingsheng Electromechanical is the domestic leader in monocrystalline silicon equipment
3. Zhichun Technology is the domestic high-purity process system and Equipment leader
Four semiconductor industry chain companies
1. Yangjie Technology is a rare domestic high-quality enterprise integrating chip design, manufacturing, packaging and testing, etc.
2. Silan Micro domestic gallium nitride integration A high-quality enterprise in the entire industry chain such as circuit chip design and packaging
3. China Resources Micro is the first high-quality foundry company in China that integrates chip design, wafer manufacturing, packaging and testing
4. SMIC domestic chip foundry Leaders
5 Three leading leaders in integrated circuit packaging and testing Tongfu Microelectronics Huatian Technology Changdian Technology
Six non-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 the power semiconductor device segment
3. Farah Electronics is the domestic leader in film capacitors
4. The entire industrial chain of Nastar printers Leader
5. Sunlord Electronics is the leader in domestic chip inductance components
6. AVIC Optoelectronics is the leader in optoelectronic interconnect components
7. Taiji Co., Ltd. is the leader in high-power semiconductor devices
8 .Star Semiconductor IGBT module high-quality enterprise
9. Torch Electronics is the leader in domestic chip multilayer ceramic capacitors
10. Jingwang Electronics is the leader in basic materials for PCB and other components
11. Sanan Optoelectronics Domestic leader in LED optoelectronic components
12. Lens Technology, global window protection glass giant
13. Shengyi Technology, domestic leader in copper-clad laminate ceramic devices
14. Shennan Circuit, PCB leader, 5G commercial leader
/>15. Crystal Optoelectronics Optoelectronics Segmentation Leader
16. CVTE Co., Ltd. Global LCD Main Control Board Leading Interactive Smart Tablet Leader Enterprise
17. Hetai Topband Co., Ltd. Intelligent Controller Segmentation Leader
18. Lingyi Intelligent Manufacturing is a high-quality enterprise in consumer electronics precision components
19. Pengding Holdings is the global leader in PCB printed circuit boards
20. Luxshare is the leader in precision components
21. Zhonghuan Co., Ltd. is the most technologically advanced semiconductor component company in China
22. Goertek Co., Ltd. is the leader in high-end smartphone acoustic devices
23. Dongshan Precision is the leader in precision components
24. BOE A is the domestic leader in flexible panels
br />25. TCL Technology TV panel leader
2 Artificial intelligence subdivides various leaders
1. ArcSoft Technology AI vision leader service direction is smartphones, smart cars, Internet of Things, IoT, etc.
2 . Flush Financial Brain, the leading Internet financial information service, serves the financial field
3. Dingjie Software Industry 4.0 AI software leader
4. Hang Seng Electronics, the leading financial and securities industry software, has investment data, customer service and other AI multi-directional Track
5. Cambrian AI chip segment 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. Hanvon Technology is the global leader in text recognition technology and intelligent interactive products
8. Shengbang Technology’s leading AI simulation chip is used in speech recognition, ultrasonic ranging, infrared obstacle avoidance, etc.
9. Hongquan IoT tire pressure The leader in intelligent monitoring, autonomous unmanned driving monitoring BSD and driver monitoring DMS, etc.
10. Tahoe intelligent intelligent detection and sorting equipment and the leader in industrial robot equipment
11. iFlytek, the domestic leader in intelligent voice services
/>12. Sai Microelectronics is the world's leading MEMS sensor chip service provider with fully independent IP multi-core SoC chip Polaris
13. Danghong Technology's leading video technology AI in portrait recognition
14. Shensi Electronics' leading identity recognition intelligence Service robots are included in the major AI innovation and development projects of the National Development and Reform Commission
15. Uboxun mobile application software and hardware service providers include AI IoT big data automatic identification, etc.
16. Saiwei Intelligent is the most professional intelligent system in China The segment leader 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 Guochuang Industry Software Segmentation The leader deploys artificial intelligence with smart software driven by big data
19. Wingtech ODM leader has gesture recognition and artificial intelligence research institute
Three types of digital currencies are small and sophisticated
1. Guardone, the leader in information security segment, participates in formulating industry standards for financial distributed ledger technologyAccurate
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 has 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
br />9. The leader of Guangdian Express intelligent terminal has technical reserves related to digital currency self-service equipment
10. Uboxun Internet of Things mobile intelligent software and hardware service provider has technical reserves related to digital currency
11. Gao Weida is the leader in the country Financial information service providers have digital currency technology-related reserves
12. Yinzhijie financial technology software service provider has conducted research on digital currency-related software, hardware and support systems
13. Kelan Software Banking Financial Software Services Businesses have technology reserves related to digital currency
14. Netac Technology, the domestic leader in mobile storage equipment, has technology patents such as digital currency cold wallets
Four carbon capture leaders
1. Kemet Gas Company and Lake Large-scale cooperation to carry out engineering technology research such as carbon dioxide capture and storage
2. Yuanda Environmental Protection Company has independent intellectual property rights technology and carbon trading platform for carbon dioxide capture
3. Hangyang Co., Ltd. is a domestic gas seal equipment Faucets
4. Haohua Technology Company’s carbon capture technology reserves have begun to take shape
Five degradable plastic faucets
1. Kingfa Technology Company’s main business is high-performance modified plastics
2 .Danhua Technology Company is a very general stock in the chemical industry, but it has a subsidiary that makes 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 is the domestic leader in traditional refining and chemical industry
3 Rongsheng Petrochemical is the domestic leader in polyester fiber as its main product
4 Zhejiang Longsheng is the global leader in disperse dyes and reactive dyes as its main products
5 Lomon Baili’s main product is titanium dioxide, the domestic leader and fourth in the world
6 Juhua Co., Ltd.’s main product is the third-generation fluorine refrigerant, the domestic leader in segmented global leader
7 An Disu's main product is methionine, which is the domestic leader in animal nutrition additives and the second in the world
8 Yangnong Chemical's main product is the domestic leader in pesticide pyrethroid
9 Xinyangfeng's main product is agricultural supplies and consumer goods, compound fertilizer Domestic leader
10 Jinhe Industry’s main sweetener (acesulfame potassium sucralose) is the global leader in food additive monopoly oligopoly
11 Red Sun’s main productThe product is the world's leading pesticide pyridine base
12 Xingfa Group's main product is the domestic leader in glyphosate phosphate rock
13 Leer Chemical's main product is the domestic leader in glufosinate-ammonium
14 countries The main product of Porcelain Materials is electronic ceramic MLCC formula powder, which is the domestic leader and the global leader
15 Linglong Tire’s main product is the domestic tire segment leader
16 Black Cat Co., Ltd.’s main product is carbon black, the domestic leader and the global leader Three
17 Satellite Petrochemical’s main products are acrylic acid domestic leader Global Dragon Four
18 Baofeng Energy’s main coal chemical coal-based new materials and chemicals domestic leader
19 Hualu Hengsheng’s main product The domestic leader in coal chemical DMF
20 Sankeshu’s main product is the domestic leader in coatings
21 The main product of Zhuoyue New Energy is the domestic leader in biodiesel
22 The main product of Guangwei Composite Materials Domestic leader in carbon fiber
23 Polyfluoropolymer’s main product is lithium hexafluorophosphate, the global leader
24 Shenzhen Xinxing’s main product is aluminum grain refiner, which is the global leader in metallurgical additives
25 Qiangqiang New Material’s main product Use photoinitiators for photoresists and electronic chemicals

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

CXO refers to pharmaceutical R&D and manufacturing outsourcing services , the CXO sector refers to listed companies that carry out pharmaceutical R&D and manufacturing outsourcing business. 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.