20 16-05- 17
Where is the biggest opportunity for the next bull market? I think it is artificial intelligence. We are used to using smart phones now, and we will get used to smarter devices in the future, such as smart wear, smart home, unmanned vehicles, drones, etc ..... Everything around you may be smart, and even one day every household will have a home robot. Artificial intelligence will profoundly affect human life style, and all walks of life will undergo profound changes.
By 20 17, it will reach 70 million units. In the next 2 -3 years, the smart wearable market will grow from the current $3 billion to $5 billion to $30 billion to $50 billion.
Smart wear concept leading stock
1: Google Glass Concept: Global Science and Industry Co., Ltd. (60 123 1):, Crystal Optoelectronics (002273), Connett (30006 1), Changjiang Communication (600345), * * Da.
2. Somatosensory technology: Lianchuang Optoelectronics (600363), Digital Video (300079), Gaode Infrared (0024 14), Hanwang Technology (002362), Chuanda Zhisheng (002253), Iflytek (002230) and Han Wei Electronics (30000).
3. Flexible circuits: Chaohua Technology (002288), Zhongjing Electronics (002579), Danbang Technology (0026 18), Derun Electronics (002055), Shenhuicheng (002 168) and Yi Sheng Technology (6006544).
4. Intelligent sound: * * Da electroacoustic, rambler (00235 1), Fenda Technology (00268 1), Goer Acoustics (002241);
5. Wearable chip: Beijing Zheng Jun (300223);
6. Healthy and intelligent wear: Jiu 'an Medical (002432);
7. Other wearable devices: Shanghai Xinyang (300236), Furi Electronics (600203), Changdian Technology (600584), Dahua Intelligent (0025 12), Kerong Technology (300290) and Xinhualian (000620).
Smart home market is vast.
Juniper Research, a well-known market research institution, predicts that the smart home market in China will reach nearly140 billion yuan in 20 18 years. Take smart TV as an example. At present, the number of smart TV users has accumulated to a certain extent and will grow rapidly in the future. At present, Hisense has activated 8 million smart TVs, and it is estimated that the cumulative activation will exceed 28 million by 20 17, and the smart TV ecological chain will gradually mature. From this point of view, smart home not only provides a hype theme for the home appliance sector, but also gradually provides support for the company's performance growth.
Judging from the performance of listed companies in the home appliance industry, the performance report of 20 14 home appliance enterprises is beautiful as a whole. These include Yimikang (300249), Boss Electric, Mengfali (0026 14), Astec (002403), Changqing Group (0026 16), TCL Group, Yichang (002420) and Sofia (002572). 1 1 The net profit attributable to shareholders of listed companies increased by more than 30%, including Gree Electric (00065 1), Daya Technology (0009 10), Vantage (002035), Shanda Forestry (002259), etc.
Analysis of concept stocks of driverless cars
BYD (002594) signed a cooperation agreement with Institute of Communication (I2R) of Singapore Science and Technology Research Bureau, which will jointly establish a laboratory, integrate their strong advantages in the field of electric vehicles and driverless cars, jointly develop driverless electric vehicle technology, and build the next generation of intelligent electric vehicles.
China Third Academy of Aerospace Science and Technology, the major shareholder of Aerospace Science and Technology (00090 1) Company, recently signed a strategic cooperation agreement with SAIC (600 104) in Shanghai, and will cooperate in the fields of new energy vehicles, driverless cars, new materials, automotive electronics and car networking.
Tianze Information (300209) Company's main business is the research and development and sales of vehicle remote management information services and supporting software and hardware.
AVIC Electric Testing (300 1 14) Company is mainly engaged in the research and development of automobile testing technology and social equipment, and it is the most complete supplier in vehicle detection system.
Sheng Jun Electronics (600699) directly holds 0/00% equity of German Rip Holdings/KLOC-and will directly and indirectly hold 0/00% equity of German Rip Holdings/KLOC-. Germany Puri is one of the leading suppliers of automotive electronic components in the world.
Lu Sheng Communication (002446) Company focuses on providing products and services of vehicle-mounted mobile Internet. In-vehicle information system can realize the functions of "intelligent interconnection and human-computer interaction", which mainly includes car computer (CarPC) and Dazhilian system.
Qi Ming Information (002232) Automotive management software and automotive electronic products with independent intellectual property rights are the core of the company's business.
Yinjiang Co., Ltd. (300020) mainly provides intelligent security monitoring system services and GPS operation monitoring, mainly used for taxi and bus operation monitoring.
UAV concept
Among A-share listed companies, Tongji Technology (600846), Feng Fan (60 1700), He Shan Intelligent (002097), Shandong Mining Machinery (002526), Yili, AVIC (0020 13) and Guihang (600523).
At present, the UAV concept stocks in the A-share market mainly include: Aerospace Communication (600677), Mining Machine, Guihang, China Satellite (600 1 18), Hongdu Aviation (6003 16), Northern Navigation (600435), AVIC Electromechanical, and so on.