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What are the leading stocks of the industrial Internet concept?
What are the leading stocks of the industrial Internet concept?

Network has become an indispensable part of our life, which provides great convenience for us to obtain information and make friends. But the network is also a double-edged sword, which brings us convenience, but also has many security risks. The following small series brings the concept of industrial internet. What leading stocks are there? Let's take a look, hoping to bring some reference.

What are the leading stocks of the industrial Internet concept?

Intelligent machine tool:

Shenyang Machine Tool (0004 10) 10 At the 7th Sino-German Economic and Technological Forum held in Berlin, Germany, Zhang Tianjun, Financial Director of European Cluster, delivered a keynote speech entitled "Going Out Together" on behalf of Shenyang Machine Tool Group, which comprehensively introduced the transformation of Shenyang Machine Tool from a traditional machine tool manufacturer to an industrial service provider and the "i5" strategy for Industry 4.0, which attracted the German government and participants.

The main feature of i5 intelligent machine tool is "I platform, cloud manufacturing", which has the potential of Internet gene and network platform. Experts and business representatives in the field of German Industry 4.0 believe that the "i5" strategy of Shenyang Machine Tool is deeply in line with the connotation and direction of the future manufacturing industry. Shenyang Machine Tool's exploration of the future intelligent manufacturing practice has brought enlightenment to the German manufacturing industry in the era of Industry 4.0 and provided a path for reference.

The interactive platform of Huazhong CNC (300 16 1) shows that the industrial internet proposed by the United States and the industrial 4.0 proposed by Germany, we understand that the CNC generation is essentially moving towards the intelligent generation. The company has been paying close attention to the development of related technologies. At present, it still focuses on numerical control technology, which brings certain business opportunities to the company. The new generation cloud numerical control service platform launched by the company at the beginning of the year is actually the application of intelligent technologies such as Industry 4.0 or big data collection.

Other intelligent machine tools: Tianrun crankshaft, Kunming machine tool, Qinchuan machine tool, etc.

Practical application of Industry 4.0:

Lutai A(000726) Co., Ltd. is a 20 14 pilot enterprise of Internet and industry integration and innovation of the Ministry of Industry and Information Technology. The pilot project is a networked customized production system based on virtual fitting and big data technology, which is a typical model of Industry 4.0.

Tongji Science and Technology (600846) 1 The first "Industry 4.0- Intelligent Factory Laboratory" in China was jointly established by Tongji University and Germany Phoenix Electric. In the future, the laboratory will move from concept to engineering practice and to the front line of domestic engineering education. Shanghai Tongji Technology Transfer Service Company, a subsidiary of Tongji Technology, specializes in promoting the scientific research achievements of Tongji University, and will be the biggest beneficiary of the replication and promotion of Sino-German Industrial 4.0 Intelligent Factory Laboratory.

Industrial robots:

Xinshida (002527) interactive platform represents the concept of "future factory" put forward by the company, takes the industrial direction of relevant countries as an important strategic reference for business planning, and pays attention to thinking and planning application in human-computer interaction.

Linzhou Heavy Machinery (002535) Co., Ltd. and Institute of Automation, Chinese Academy of Sciences "Industrial Robot Technology Engineering Center" are committed to the research and development, product development, production and application of core technologies in industrial intelligent robots and high-tech fields. In March 20 14, the company signed an intelligent robot development agreement with Beijing Institute of Automation, Chinese Academy of Sciences, and jointly developed intelligent equipment systems such as mine Internet of Things project and underground fully mechanized unmanned working face system.

Robot (300024) is a leading industrial robot enterprise in China. The first robot digital production line in China, built by Shenyang Song Xin Robot Automation Company, has been put into production, with an annual production capacity of 5,000 industrial robots. According to reports, compared with manual manufacturing, the production efficiency of digital intelligent production line will be improved by 5 to 10 times.

Sanfeng Intelligent (300276) is the overall technology provider of intelligent factory. The company has been focusing on the design, manufacture, installation, debugging and technical services of R&D and intelligent conveying equipment. Relying on the advantages of independent core technology and system integration, we provide customers with systematic solutions for the overall layout of factory and workshop space and automatic production lines for painting, welding, stamping and assembly.

Zhiyun Co., Ltd. (300397) interactive platform said that the company is a complete set of intelligent equipment solution provider with leading intelligent application technology, and actively applies and promotes the "Industry 4.0" strategy in the existing market field.

Invigorate (002334) interactive platform clearly stated that enliven products are part of many products that support the realization of the concept of Industry 4.0.

Linzhou Heavy Machinery (002535) Co., Ltd. and Institute of Automation, Chinese Academy of Sciences "Industrial Robot Technology Engineering Center" are committed to the research and development, product development, production and application of core technologies in industrial intelligent robots and high-tech fields. In March 20 14, the company signed an intelligent robot development agreement with Beijing Institute of Automation, Chinese Academy of Sciences, and jointly developed intelligent equipment systems such as mine Internet of Things project and underground fully mechanized unmanned working face system.

Superstar Technology (002444) Hangcha or deep cooperation with national robots to create a new growth pole of AGV. According to public information reports, Hangcha Group and Guo Zi Robot jointly established the "Hangcha Guo Zi Intelligent Automobile Research Institute", giving full play to their technical advantages in forklifts and robots and the sales and service channels of Hangcha, and jointly developing the business of unmanned forklift (AGV). In the future, there will be a huge demand for intelligent logistics in China, and the AGV products with high cost performance will increase greatly, which is expected to become the new growth pole of the robot business of Superstar Group.

Other industrial robots: Bosch, Fiona Fang Support, Nissin Seiki, HKUST Intelligent, etc.

Industrial automation:

Jingshan Light Machinery (00082 1) acquired Huizhou Sanxie and entered into industrial automation. Sanxie is very competitive in the field of electronic automation, and Desai's automated production line has been highly recognized by Apple and others. In addition, the three associations also actively expand the markets of other automation industries, and successfully develop customers in labor-intensive industries such as front-end production of electronic products, ceramics and betel nut.

Sanxie is also a rare supplier of complete automation solutions for precision machinery manufacturing in the market. He is good at designing and manufacturing a closed-loop flexible automatic line based on precision manufacturing assembly, which consists of precision positioning, online automatic optical inspection, industrial robots, flexible high-speed manipulators, high-speed transmission and integrated control. Its difficulty is much higher than that of general robot system integration enterprises. The stability and reliability of the flexible automatic line have been recognized by the market and internationally renowned customers.

The deep integration of Hyde Control (002 184) Industry 4.0 and China will enhance the level of intelligence and informatization in the industrial field and drive the demand for smart devices and industrial Internet. As a manufacturer that can provide a complete set of industrial Internet software and hardware solutions at present, the products independently developed by the company, such as industrial servers, PLC and switches, have achieved domestic substitution, and the company will benefit from the promotion of smart factories and industrial safety.

In the first half of 20 13, China International Equipment (300308) Co., Ltd. purchased advanced automatic winding equipment technology from German Motek Company, and cooperated deeply with German STATOMAT Company, drawing on its advanced technology, and was at the leading level in the field of automatic production line.

Lan Ying Equipment (300293) Co., Ltd. adheres to the concept of "technology drives the future" and uses advanced industrial automation technology to carry out more technological innovations, hoping to change the lifestyle of human beings. The company will intensify its research and development, strive to realize the integration of people, machines and equipment, and conduct in-depth research and development on "intelligent mechanical equipment" and "intelligent machines".

Huichuan Technology (300 124), a leading industrial automation enterprise, said on the interactive platform that the company will pay attention to and follow up the development of Industry 4.0 trend. At present, the company mainly provides production automation solutions; Generally speaking, relying on frequency converters and servo products, it is the company's strategy to deepen the original large industries and expand large customers.

Gold Tianzheng (600560) Company is mainly engaged in industrial automation, and it has a leading technology in industrial computer control system and electric transmission device.

Meiansen (300275) detection and monitoring is an essential part in the production process of smart factories, which is composed of monitoring equipment, sensors and software application layers, forming a part of the industrial chain of Industry 4.0, with huge market prospects. The company is a leader in the field of industrial monitoring. Next year, the proportion of new business income such as industry, underground pipe network and smart home will rise to 30%, and it is actively researching and developing in the field of sensors.

Industrial internet:

Dongtu Technology (300353), the first industrial Internet company, has joined the International Industrial Internet Alliance. Dongtu Technology's main business is research and development, production and sales of industrial Ethernet switches, providing data transmission solutions for industrial control systems.

Donghua Test (300354) Company has been committed to the industrial Internet industry. In the interactive platform, Industrial Internet of Things and Industry 4.0 belong to the same category, and the company's products are also the means and methods to realize Industry 4.0.

Internet security leading stock

1, Mayabak 300 188

Company Highlights: China's leading provider of electronic data forensics and network information security products.

The company mainly undertakes the construction of big data platform in electronic identity, with "Gankun" big data system as the core, and provides the construction of big data platform in electronic identity, as well as related data governance, data security and various applications supporting the future.

Leading the domestic electronic data forensics industry; The main business is electronic data forensics, video analysis and Internet search. The main customers of big data are domestic judicial organs and administrative law enforcement departments at all levels.

2. Dongfang Zhongke 0028 19

Highlights of the company: Chinese Academy of Sciences, a leading comprehensive service provider in the field of electronic testing and measurement in China, acquired Wan Lihong and cut into the field of digital security and confidentiality.

The company provides comprehensive services such as planning, design, implementation, operation and maintenance, technical support for computer network system, network security system and e-government application system for party and government organs and large state-owned enterprises. Products include: party management information system, cadre personnel management information system, etc.

3. 360601360

Highlights of the company: China's largest Internet security company, PC security products market continues to rank first, holding shares in Nezha Auto.

360 is the absolute leader of network security in China; 360 security guards, 360 mobile guards and other security products have hundreds of millions of users; Provide millions of state organs, enterprises and institutions with comprehensive safety services including safety consultation, safety operation and maintenance, safety training, etc. Signing a strategic cooperation agreement with the Information Center of the National Defense Science and Technology Bureau, the two sides will carry out comprehensive cooperation in technical fields such as terminal security, virtualization security, industrial security situation awareness, as well as personnel training and network information security planning; At present, 70% of smart and electric car companies are cooperating with 360 to solve the security risks caused by the car system being breached.

4. AsiaInfo Securities 688225

Highlights of the company: the leader in the field of network security software in China.

The company is a leader in the field of network security software in China. As a security company that understands the network and the cloud, it is committed to escorting the industrial Internet and becoming a security intelligent platform enterprise that guards the cloud, network, edge and end in the era of 5G cloud network.

5._ _ _ is expected to double.

The company is mainly engaged in research and development, production and sales of information security products. The product line covers data security, network security, application security, security platform and many other categories. It has undertaken scientific research and innovation projects such as the National Nuclear High Foundation Project, the National 863 and S863 Projects, and the 5G Project of the Ministry of Science and Technology. The controlling shareholder and Alibaba Cloud jointly build a "Netan Tian Fei" secure cloud platform.

The technical volume breaks through the annual line to confirm, the chips are concentrated, and the daily level is gold. A new round of main rising wave market is just around the corner, and now is the opportunity to enter.

What are the leading stocks of network security concept stocks?

A, Venus 002439 (domestic software+network security)

Venus Star is the earliest and most powerful comprehensive information network security enterprise with completely independent intellectual property rights in China. Provide network security software and hardware products, trusted security management platform, security services and solutions for enterprise users, covering government, military, telecommunications, finance, manufacturing, energy, transportation, media, education and other industries; The virtualization and cloudization of most products have been completed, and new products and solutions have been introduced to meet the new requirements of government cloud/industry cloud, operator cloud platform, big data application, smart city, situational awareness, mobile Internet security, and key information infrastructure protection. Main security business areas: 30 and 33 companies under the firewall are engaged in encryption and electromagnetic security business respectively; Very few companies have the ability of national network intrusion detection and countermeasures; Through cooperative acquisition, the parent company Netan has gradually completed the complete industrial chain layout of information security covering "chips, software, platforms, complete machines and systems"; Netan, the parent company, took the lead in establishing the network security industry alliance of central enterprises; 18 1 month, the controlling shareholder China Netan signed the industry's first overall network information security service contract with China Merchants Group; 65438+In May 2008, the controlling shareholder and Alibaba Cloud jointly established the "Netan Tian Fei" secure cloud platform. Based on the principle of "self-control, security and credibility", Visteon Zunyu series secure mobile phones adopt domestic high-performance cryptographic chips and mobile phone chips, and are equipped with VOLTE encrypted communication system with independent intellectual property rights and China Mobile and secure telephone services, providing users with integrated security solutions from hardware to software, from bottom to application layer and from end to cloud. It can not only effectively meet the security communication needs of ordinary users, but also meet the mobile information security needs of national government departments and industry users in mobile office, e-government, emergency command, emergency rescue and disaster relief.

360601360 (the largest Internet and mobile security provider in China)

360 is the absolute leader of network security in China; 360 security guards, 360 mobile guards and other security products have hundreds of millions of users; Provide millions of state organs, enterprises and institutions with comprehensive safety services including safety consultation, safety operation and maintenance, safety training, etc. Signing a strategic cooperation agreement with the Information Center of the National Defense Science and Technology Bureau, the two sides will carry out comprehensive cooperation in technical fields such as terminal security, virtualization security, industrial security situation awareness, as well as personnel training and network information security planning; At present, 70% of smart and electric vehicle companies are cooperating with 360.

In order to solve the security risks caused by the car system being breached. 360 Security Innovation Center was established by Internet Security Company 360. It consists of three research institutes: National Cyber Security Institute, Enterprise Cyber Security Institute and Personal Cyber Security Institute. It is an Asia-Pacific regional cyber security innovation center with global influence. Main security business areas: unified threat management (UTM) of firewall and intrusion prevention have the most authoritative Chinese vulnerability database in China; Mainly serving enterprise users in the fields of government, telecom operators and finance; The earliest enterprise in the field of cloud security in China cooperates with public cloud service providers such as Tencent Cloud, Alibaba Cloud, Amazon and Huawei Enterprise Cloud to provide cloud security services and cloud security solutions. As a state-level emergency response support unit, Lvmeng Technology deeply studies the development and trend of information security in government industries, and provides targeted solutions according to the policy compliance requirements of the state and industries and the characteristics of e-government. He has unique opinions on information system level protection, e-government network security and national key information infrastructure security.

Verb (abbreviation of verb) is rich in information 300659 (domestic software+network security)

The company focuses on high-tech enterprises in the field of information security; The main business is information security product research and development, production, sales and information security service; The main products and services include information security products, commercial password products and information security service 2065438+ announced on the evening of August 22nd, 2008. The company and the winning software have carried out strategic cooperation in building the overall security solution of domestic platforms, mutual product authentication, product research and development technology exchange and major scientific research and industrialization projects, so as to promote the in-depth application of the winning series of operating systems and company products in key industries and important fields and build a domestic information security ecosystem. On April 20 18, Zhongfu Information acquired Wuhan Jiantong Information. According to the data, the main business of Jiantong Information is the research and development, production and sales of mobile network data collection and analysis products, as well as the installation, debugging and training of related products. The main products are mobile network data collection and analysis products, which are mainly used in the field of information security, and their end users are mainly government agencies such as public security, customs and procuratorate. The company is a high-tech enterprise focusing on information security, and its main business is research and development, production, sales and information security service of information security products. The company's main products and services include information security products, commercial password products and information security service.

Six, convinced that 300474 (chip+network security)

Established in 2000, Shen Xin Technology Co., Ltd. is a security and cloud computing solution provider with 49 branches around the world. The business scope of the company includes the technical development, sales and related technical services of computer software and hardware; Technical development, sales and related technical services of network products. Main security business areas: firewall is the only enterprise with LINUX operating system; Holding 50% equity of the winning software, the products include neokylin server operating system, desktop operating system, high-availability software, confidential virtualization software and other products. The data leakage prevention system of soft waterproof dam is an enterprise-level data security product independently developed by the company, which supports various operating systems such as Windows, Linux, Android and iOS, and also supports data security protection in the cloud environment, providing a new generation of data leakage prevention solutions for enterprise customers. During the reporting period, the series products of ChinaSoft Waterproof Dam were widely used in government, central enterprises, finance, manufacturing, scientific research institutes and other industries. , and implemented security protection for tens of millions of terminal data, thus escorting data security in many important fields of the country. The newly released version 9.0 of waterproof dam has obviously improved its stability, compatibility and perfect functions, and further improved its product quality in technology. At the same time, further strengthen market expansion and open up new sales channels.

What are the leading stocks in the information security sector?

NetScience, Halo New Network, Zhongke Shuguang, NavInfo, Suoling, Neusoft Group, Tianze Information, Rongzhilian, NetScience Oriental, and Meiya Encyclopedia. Hope to adopt.

What are the leading stocks of Internet finance?

Internet finance concept stocks include Oriental Fortune, New Cape, Shanghai Steel Union, Donggang, and Straight Flush.

1, Oriental Fortune: It is the leading integrated operator of online financial information platform in China. The "Oriental Fortune Network" operated by the company is one of the most visited Internet financial information platforms in China. The company provides professional, timely and massive information through this website platform to meet the needs of Internet users for financial information and financial information.

2. New Cape: It is one of the earliest enterprises engaged in R&D, production and integration of intelligent one-card system in China. Since its establishment, the company has been focusing on the research, development, production, integration, sales and service of smart card system software and various intelligent terminals, and can provide customers with the overall solution and personalized customized service of smart card system integrating multiple functions such as identity identification, micropayment, resource control and information integration.

3. Shanghai Steel Union: Since its establishment, the company has been committed to providing customers with basic market information and in-depth research services in the steel industry, energy, mining, non-ferrous metals and other industries closely related to the steel industry, and on this basis, providing customers with value-added services such as enterprise promotion, business information release and search, and conference training.

4. Zhongke Jincai: Its main business is application software development, technical services and related computer information system integration services, providing data center construction solutions, bank imaging solutions and IT service management solutions for enterprises, governments, banks and other customers.

5. Straight flush: The company is the most comprehensive provider of internet financial information, the largest provider of online securities trading, the provider of internet security password communication products and the provider of internet e-commerce software in China.