GuShiio.com ① Actively optimistic about 25 years or become the first year of the domestic AI infrastructure competition and the year when applications bear fruit;
② It is recommended to continue to pay attention to AI industry trends and investment opportunities for AI applications;
③ At the same time, Haifeng has seen a clear trend of continuous improvement since 25 years ago, and actively pays attention to the leading manufacturers in the Haifeng submarine cable industry chain;
④ Medium and long-term recommendations continue to pay attention to investment opportunities in the core target of “AI+ sea + satellite”.
As Deepseek accelerates the AI era, overseas leading Internet companies continue to increase investment in AI, and domestic AI is driven by the byte effect, the medium-and long-term trend is gradually clear. We are actively optimistic that 25 years may become the first year of the domestic AI infrastructure competition and application. Year of flowering. It is recommended to continue to pay attention to AI industry trends and investment opportunities for AI applications. At the same time, Haifeng has seen a clear trend of continuous improvement since 25 years ago, and has actively paid attention to the leading manufacturers in the Haifeng submarine cable industry chain.
In the medium and long term, we recommend continuing to pay attention to investment opportunities in the core target of “AI+ sea + satellite”:The core direction of AI in overseas lines, such as optical modules, optical devices, liquid cooling and other fields, deserves attention and continues to be recommended as core targets; in addition, domestic computing power lines such as domestic servers, switches, AIDC, liquid cooling and other fields are actively concerned about the core target recommendations. The domestic recovery of the sea breeze industry is accelerating, and there are good opportunities to go overseas. We actively grasp the changes in the industry and recommend leading submarine cable manufacturers as the core. Recently, we have seen the domestic dynamic progress of the satellite Internet industry, and we are optimistic that follow-up industries will be stimulated by catalysis.
1. Artificial intelligence and digital economy:
1. Optical module&Optical devices,Key recommendations: Zhongji Xuchuang, Xinyisheng, Tianfu Communications,Yuanjie Technology (electronic joint coverage); recommended attention:guangxun technology, Suorsi, Dingtong Technology, Optics Library Technology, Bochuang Technology, Shijia Photonics, Sinocera Electronics (joint coverage of new materials), Mingpu Optics, Cambridge Technology, Taichengguang, Dekeli, etc.;
2. Switch server PCB:Key recommendations:Hudian Co., Ltd., ZTE Corporation, and Ziguang Co., Ltd.(joint computer coverage), Feilingkesi; Recommended attention: Shengke Communications, Ruijie Networks, Shenghong Technology, Sanwang Communications, Yinghantong, Dongtu Technology, etc.;
3. Low valuation and high dividends:China Mobile, China Telecom, China Unicom。
4. AIDC cooling:Key recommendations:Invik (mechanical joint coverage), Runze Technology(Mechanical Joint Coverage), Runjian Shares,Kehua Data(Joint coverage of electricity and new technologies), Aofei Data (joint coverage of computers),data port(Computer joint coverage). Recommended attention:Halo Xinwang, Shenling Environment(Home appliance coverage), Gaolan Shares, Science Innovation Source, etc.;
5. AIGC application/end-to-side computing power,Key recommendations:Yiyuan Communications, Guanghetong, Meige Intelligent, it is recommended to focus on:Caixun Shares, Dreamnet Technology, Aojie Technology。
2. Intelligent driving of sea breeze submarine cable:
1. Haifeng Submarine Cable: Key recommendations-Hengtong Optoelectronics, Zhongtian Technology, Dongfang Cable(Electricity new coverage);
2. Focus on the head for going out to sea for resuscitation. Key recommendations: Huashi Navigation (computer joint coverage), Wasion Information (mechanical joint coverage), Tuobang Shares(Electronic joint coverage),yilian network, moved to communications, Guanghetong,Meige IntelligentWait, it is recommended to pay attentionand hetai, mobile communication.
3. Intelligent driving: It is recommended to pay attention to: module terminals (Guanghetong, Meige Intelligent, Mobile Remote Communications, Mobile Communications, etc.); sensors (Hanwei Technology Sifang Optoelectronics and Mechanical Joint Coverage); connectors (Yihua, Dingtong Technology, etc.); air suspension of structural parts (Reima Precision), etc.
3. Satellite Internet low-altitude economy:
The construction of national defense informatization is accelerating, the development of low-orbit satellites is accelerating, and the low-altitude economy is actively promoted. Key recommendations are:Huace Navigation(Computer joint coverage),haige communication; Recommended attention to:Chengchang Technology, Zhenlei Technology, Shenglu Communications, Xinke Mobile, Shanghai Hanxun, Jiayuan Technology, Mengsheng Electronics, China Satcom, Dianke Network Security, Hainengda,Zhenyou Technology, Tongyu CommunicationsWait.
Risk Warning
AI progress is lower than expected, downstream application promotion is less than expected, trade frictions and other risks
