1. Batteries: Contemporary Amperex Technology Co., Limited (CATL), BYD, EVE Energy, Guoxuan High-Tech, Penghui Energy, Chuaneng Power, and Xinwanda.
2. Cathode Materials: a. Nickel-cobalt-manganese (NCM) cathodes: Rongbai Technology, Dancheng Technology, Shanshan Energy (Shanshan Co.), Greeenme, Zhongwei Co., and Xiamen Tungsten Industry. b. Lithium iron phosphate (LFP) cathodes: Dofus Nano. c. Lithium cobalt oxide and lithium manganese oxide cathodes: Xiangtan Electrochemical.
3. Separators: Enjie Co.
4. Electrolytes: Tianci Materials, Tianji Co., Xinzhoubang, and Shanshan Energy.
5. Anode Materials: Putailai, Zhongke Electric, Shanshan Energy, and Xiangfenghua.
6. Conductive Agents: Tiannai Technology.
7. Lithium Battery Equipment: XianDao Intelligent, Hangke Technology.
8. Lithium Resources: Ganfeng Lithium, Tianqi Lithium, and Yongxing Materials.
9. Cobalt Resources: Huayou Cobalt, Hanrui Cobalt, and Luoyang Molybdenum.
10. Nickel Resources: Greenme, Huayou Cobalt, and Shengtun Mining.
11. Copper Foil: Chaohua Technology, Nord Co., and Jiayuan Technology.
12. Structural Components: Keda Li.
Various Segments of Motor and Electric Control
1. Wolong Electric Drive: A leading third-party electric motor and control company in China, the EC series sold by BAIC New Energy is equipped with the company’s drive motor.
2. Joyson Electronics: A global leader in automotive electronics, its intelligent driving control systems and new energy vehicle power management systems serve major global and domestic automakers.
3. Inovance Technology: One of the leaders in industrial automation control, the company also provides controllers for electric motors in new energy vehicles.
4. Dayang Electric: One of the leading micro and special motor manufacturers in China, also one of the largest suppliers of motors for new energy vehicles.
5. Yuebote Power: A high-quality supplier of powertrain systems and controllers for new energy vehicles.
6. Blue Ocean Huatech: A high-quality supplier of medium and low voltage inverters, electric vehicle motor controllers, and servo drives.
7. Founder Motor: A leading enterprise in micro motors and controllers, energy-saving and new energy vehicle drive systems, and automotive control systems.
8. Zhongke Sanhuan: The second largest supplier of neodymium iron boron permanent magnet materials in the world and the largest in China, the company has entered the Tesla supply chain.
9. Zhenghai Magnetic Materials: Specializes in high-performance neodymium iron boron permanent magnet materials and new energy vehicle motor drive systems.
10. Hongfa Co.: One of the global leaders in relays, the first to develop low-voltage relays for micro new energy vehicles and low-speed electric vehicles.
Complete Vehicle Enterprises
1. BYD: Over 9,400 patents.
2. Changan Automobile: Over 8,500 patents.
3. BAIC Blue Valley: Over 4,000 patents.
4. Great Wall Motors: Over 1,000 patents.
5. SAIC Group: Over 3,600 patents.
6. GAC Group: Over 1,100 patents.
7. Dongfeng Motor: Over 2,900 patents.
8. Geely Automobile: The number of new energy patents has not been disclosed.
New Energy
Upstream – Raw Material Production and Processing
1. Lithium: Ganfeng Lithium, Tianqi Lithium, Shengxin Lithium Energy, Rongjie Co.;
2. Cobalt: Huayou Cobalt, Hanrui Cobalt, Hainan Mining, Tianqi Co.;
3. Nickel: Xingye Mining, Keli Yuan, Greenme;
4. Carbon (Graphite): Yongdong Co., Heimao Co., Carbon Yuan Technology;
5. Hydrogen: Weixing Petrochemical, Jinhong Gas, Jinneng Technology;
6. Rare Earth: Northern Rare Earth, Shenghe Resources, Minmetals Rare Earth;
7. Magnetic Materials: Jinli Permanent Magnet, Hengdian Dongci, Zhenghai Magnetic Materials, Sanhuan Group;
8. Cathodes: Dofus Nano, Fengyuan Co., Rongbai Technology, Dancheng Technology;
9. Anodes: Shanshan Co., Putailai, Boqian New Materials, Zhongke Electric;
10. Electrolytes: Tianci Materials, Shida Shenghua, Xinzhoubang, Duofuduo;
11. Separators: Enjie Co., Putailai, Xingyuan Materials, China National Materials;
12. Conductive Agents: Sidike, Tiannai Technology;
Midstream – Component Production and Recycling
1. Batteries: CATL, BYD, EVE Energy, Desay Battery;
2. Motors: Jiangte Electric, Hongfa Co., Guoxuan High-Tech, Weichai Power;
3. Electric Control: Bafang Co., Liyuanheng, Desay Xiwang, Lingdian Electric Control;
4. Electronics: Joyson Electronics, Farah Electronics, Derun Electronics, Tongda Power;
5. Vehicle Interiors: Top Group, Ningbo Huaxiang, Guangqi Technology, Changshu Automotive Interiors;
6. Dismantling: Camel Co., Huahong Technology, Greenme, Tianqi Co.;
Downstream – Complete Vehicles
Complete Vehicles: BYD, Changan Automobile, BAIC Blue Valley, Great Wall Motors;
Charging Piles: Teruid, Yishite, Yingjie Electric, Zhongneng Electric.
Leading Stocks:
CATL: Leading power battery manufacturer, ranked first in global shipments for four consecutive years.
BYD: Leading new energy vehicle and power battery manufacturer.
Guoxuan High-Tech: Among the top ten in global power battery shipments.
EVE Energy: The largest lithium thionyl chloride battery manufacturer in China.
Xinwanda: Leading consumer battery manufacturer, ranked first in smartphone batteries globally.
Pine Energy Technology: Leading energy storage battery manufacturer, among the top three in global energy storage product shipments.
Rongbai Technology: The world’s leading high-nickel cathode material manufacturer.
Greenme: The world’s leading ternary precursor manufacturer.
Dofus Nano: The leading manufacturer of lithium iron phosphate cathode materials.
Shanshan Co.: The second largest anode material manufacturer in China.
Putailai: The third largest anode material manufacturer in China.
Enjie Co.: The world’s leading separator manufacturer.
Tianci Materials: The leading electrolyte manufacturer.
Xinzhoubang: The second largest electrolyte manufacturer.
Ganfeng Lithium: The largest lithium mine producer in China.
Tianqi Lithium: The second largest lithium mine producer in China.
Huayou Cobalt: The largest cobalt chemical producer in China.
Yalk Lake Co.: The largest lithium extraction producer in China.
Photovoltaics
The best way to utilize solar energy is through photovoltaic conversion, which uses the photovoltaic effect to generate electricity directly from sunlight hitting silicon materials. The industry chain formed by the application of silicon materials is called the “photovoltaic industry,” including the production of high-purity polysilicon raw materials, solar cell production, solar cell module production, and the manufacturing of related production equipment.
Complete List of Photovoltaic Companies
$LONGi Green Energy (SH 601012)$: The world’s leading photovoltaic module manufacturer and the largest producer of monocrystalline silicon.
Sunpower: The world’s leading photovoltaic inverter manufacturer.
Tongwei Co.: A dual leader in silicon materials and solar cells.
JA Solar: Ranked third globally in module shipments, tied with Trina Solar.
China National Silicon Corporation: A leader in 210MM large silicon wafers.
Maiwei Co.: The absolute leader in global photovoltaic screen printing equipment.
Jincheng Co.: The global leader in photovoltaic heterojunction equipment.
Jiejia Weichuang: The global leader in photovoltaic cell equipment.
Foster: The largest photovoltaic EVA film manufacturer in China.
Flat Glass: The second largest photovoltaic glass manufacturer globally.
Shangji Automation: 210 silicon wafers + granular silicon.
Jingsheng Electromechanical: The absolute leader in domestic monocrystalline furnace equipment.
Jinlang Technology: The third largest global photovoltaic inverter manufacturer.
Trina Solar: The third largest global module manufacturer.
Green Power: Eight Concept Stocks in Various Fields
1. Power Stocks:
Yangtze Power, Huayin Power, Changyuan Power, Qianyuan Power, Huaneng Hydropower, Huaneng International, Inner Mongolia Huadian, Huadian International, Chuan Investment Energy, etc.
2. New Energy Operators:
Three Gorges Energy, Solar Energy, Energy Saving Wind Power, Linyang Energy, Funeng Co., China Minmetals Energy, Linyang Energy.
3. Energy Internet:
Guodian Nari, State Grid Information Communication, Yijiahe, Nanfang Energy, Fuling Power, Honglida, Weisheng Information, Jinzhikeji, Chint Electric, Liangxin Co.
4. Ultra-high Voltage:
Pinggao Electric, XJ Electric, Guodian Nari, Siyuan Electric, TBEA, Changlan Technology, Chuanrun Co.
5. Photovoltaics:
Modules: Trina Solar, JA Solar, LONGi Green Energy.
Films: Foster, Haiyou New Materials.
Inverters: Jinlang Technology, Goodwe, Sunpower, Chint Electric.
Tracking Brackets: CITIC Bo, Yihua Co.
HJT: Jiejia Weichuang, Jincheng Co., Maiwei Co.
Silver Paste: Suzhou Goodth, Dike Co.
Target Materials: Longhua Technology.
6. Wind Power:
Goldwind Technology, Tiensun Wind Energy, Mingyang Smart Energy, XQLian, Riyue Co., Jinlei Co., Yunda Co., Daikin Heavy Industries, Dongfang Cable, China National Materials, Guoda Special Materials.
7. Energy Storage:
Pine Energy Technology, CATL, Jinlang Technology, Goodwe, Sunpower, Deyue Co., Shenghong Co., Yongfu Co., Keda Technology.
8. Pumped Storage:
China Power Construction, Guangdong Hydropower, YN Energy Holdings, Guizhou Dong Power, Zhejiang New Energy, New Tian Green Energy, Hubei Energy, Guodian Nanzhi, Guodian Nari, China Electric Research Institute, Dongfang Electric, Yongfu Co., Wan Energy Power, Ningbo Energy, Zhejiang Fu Holdings.
Various Leading Companies in the Nonferrous Industry
1. Cobalt: Huayou Cobalt, Hanrui Cobalt, Greenme, Luoyang Molybdenum, Shengtun Mining, Daoshi Technology.
2. Lithium: Ganfeng Lithium, Tianqi Lithium, Shengxin Lithium Energy, Yahua Group, ST Rongjie, Yongxing Materials.
3. Nickel: Shengtun Mining, Huayou Cobalt, Greenme, Hezhong Technology.
4. Rare Earth: Shenghe Resources, Northern Rare Earth, Guangsheng Nonferrous, Minmetals Rare Earth, Xiamen Tungsten Industry, Zhongtung High-tech.
5. Permanent Magnetic Materials: Zhenghai Magnetic Materials, Zhongke Sanhuan, Jinli Permanent Magnet, Dadi Bear, Ningbo Yunsheng, Antai Technology.
6. Gold: Zijin Mining, Zhongjin Gold, Chifeng Gold, Shandong Gold, Yintai Gold.
7. Silver: Shengda Mining, Xingye Mining, Yintai Gold.
8. Copper: Zijin Mining, Jiangxi Copper, Yunnan Copper, Tongling Nonferrous, Western Mining.
9. Aluminum: China Aluminum, Mingtai Aluminum, Tianshan Aluminum, Minfa Aluminum, Huafeng Aluminum, Yun Aluminum, Nanshan Aluminum, Chang Aluminum.
10. Lead and Zinc: Zhongjin Lingnan, Chihong Zinc and Germanium.
11. Molybdenum: Luoyang Molybdenum.
12. Titanium: Baotai Co., Western Superconductor.
Various Segments of Price Increase Performance Stocks
1. Lithium: Shengxin Lithium Energy, Yahua Group, Jiangte Electric, Chuaneng Power, Yongtai Technology (additives).
2. Aluminum: Yun Aluminum, China Aluminum, Shenhuo Co.
3. Coal: Haohua Energy, Yanzhou Coal.
4. Steel: Baosteel, Bayi Steel, Fangda Special Steel, Nanjing Steel.
5. Phosphorus: Yuntianhua, Chuanheng Co., Xingfa Group, Yuntu Holdings, Hubei Yihua.
6. Silicon: Hesheng Silicon Industry, Xin’an Co.
7. Natural Gas: Guanghui Energy, Lanyan Holdings, New Natural Gas, New Trend Energy, Shouhua Gas.
8. Cement: Shangfeng Cement, Taipai Group, Huaxin Cement, Haohua Cement.
9. Copper: Tongling Nonferrous, Yunnan Copper.
10. Magnesium: Yunhai Metal.
11. Caustic Soda: Chlor-alkali Chemical, China Salt Chemical.
12. Calcium Carbide: Zhongtai Chemical.
13. PVDF: Lianchuang Co.
14. Soda Ash: Shandong Haohua.
15. EVA: Dongfang Shenghong, Lianhong New Science.
16. Anhydride: Qixiang Tengda.
17. Lithium Battery Copper Foil: Nord Co.
18. Glass Fiber: China Jushi.
19. Zirconium: Dongfang Zirconium.
20. Fluorspar: Jinshi Resources.
21. Refrigerants: Sanmei Co., China Jushi.
22. Trichlorosilane: Sanfu Co.
23. Glyphosate: Jiangshan Co.
Semiconductor Industry Chain List
CPU
Changdian Technology: A well-known domestic transistor manufacturer and a leading enterprise in integrated circuit packaging and testing.
Inspur: A leading enterprise in high-performance computing.
GPU
Jingjia Micro: A supplier of military-grade graphics control and core modules and systems for small specialized radars.
FPGA
Unisoc: A leading domestic manufacturer of intelligent security chips, special integrated circuits, and memory chips.
Identification
Goodix Technology: The world’s leading supplier of fingerprint chips in the Android smartphone market.
GigaDevice: The main products are flash memory chips, a leading enterprise in the semiconductor memory field.
Camera Chips
Weir Shares: The main business is the research and design of semiconductor discrete devices and power management ICs.
Storage Chips
Guokai Micro: One of the mainstream suppliers of broadcast television series chips and intelligent monitoring series chips in China.
Beijing Junzheng: One of the few local companies that master embedded CPU core technology and have successfully commercialized it.
RF Chips
Zhuosheng Micro: One of the first companies in the industry to commercialize RF low-noise amplifier products based on RFCMOS technology.
San’an Optoelectronics: The largest manufacturer of full-color ultra-bright LED chips in China and a leader in the optoelectronic field.
Digital Chips
AmLogic: A leader in smart set-top boxes, TV chips, and a pioneer in AI audio and video system terminal chips.
Espressif: A professional integrated circuit design company that has developed several market-influential products.
Rockchip: The company focuses on the design and development of AP chips and AC chips.
Allwinner Technology: Long-term cultivation in the field of ultra-high-definition video technology and applications.
Analog Chips
Singatron: Focused on analog chip design, covering semiconductor enterprises in signal chains and power management.
Weir Shares: The main business is the research and design of semiconductor discrete devices and power management ICs.
Power Chips
Star Semiconductor: A leading enterprise in the domestic IGBT field and the only IGBT module supplier in the global top ten.
Jiejia Micro: Focused on the power semiconductor field, specializing in thyristor devices and chips as an IDM manufacturer.
Jingfeng Mingyuan: One of the leading domestic companies in analog and mixed-signal integrated circuit design.
wifi Chips
Huasheng Tiancai: A leading enterprise in enterprise-level cloud services and enterprise IT system solutions.
Broadcom Integrated: A company engaged in the research and sales of wireless communication integrated circuit chips in Shanghai.
Manufacturing
Siwei Electronics: A national high-tech enterprise in the field of navigation and positioning and a “double-soft” certified enterprise.
Silicon Micro: A high-tech enterprise integrating semiconductor and integrated circuit product design and manufacturing.
Packaging and Testing
Changdian Technology: A well-known domestic transistor manufacturer and a leading enterprise in integrated circuit packaging and testing.
Tongfu Microelectronics: One of the largest integrated circuit packaging and testing companies in China with the most product varieties.
Huatian Technology: One of the leading semiconductor integrated circuit packaging and testing companies in China.
Etching Machines
SMIC: A global high-end semiconductor micro-processing equipment company.
PVD
North Huachuang: A leading supplier of mainstream high-end electronic process equipment in China.
Testing Equipment
Jingce Electronics: One of the earliest companies engaged in flat panel display testing systems in China.
Huafeng Measurement and Control: Main business in semiconductor automation testing systems, awarded the honor of “Fifth China Semiconductor Innovation Products and Technologies”.
Changchuan Technology: The company has mastered the core technology related to integrated circuit testing equipment.
Photoresist
Nanda Optoelectronics: A company that industrializes the production of MO sources.
Rongda Photosensitive: One of the companies with the most complete variety of PCB photosensitive ink products in the industry.
Feikai Materials: One of the main suppliers of optical fiber and cable coating materials in China.
Jingrui Shares: One of the few companies in China that has achieved large-scale production of photoresist.
Leading Stocks:
Wentai Technology: The largest power semiconductor enterprise in China (Anshi Semiconductor).
Changdian Technology: The first in China and the third in the world in semiconductor packaging and testing.
San’an Optoelectronics: The first in LED chips in China and the third largest in semiconductor materials.
Zhuosheng Micro: The first in RF chips in China and the fifth in the world.
GigaDevice: The leader in storage chips and MCU chips.
Weir Shares: The first in CIS chips in China and the third in the world.
Goodix Technology: The first in fingerprint chips globally.
Star Semiconductor: The leader in IGBT in China.
SMIC: The absolute leader in wafer foundry.
Singatron: The leader in analog chips in China.
North Huachuang: The leader in high-end semiconductor equipment.
SMIC: The leader in semiconductor etching machines.
Silicon Micro: The leader in power semiconductors.
Jingjia Micro: The leading enterprise in GPU in China.
Jiejia Micro: The leader in automotive discrete devices.
Rockchip: The leader in SoC chips.
Zhongying Electronics: The leader in home appliance main control single-chip MCUs.
Jingce Electronics: The leader in semiconductor and panel testing equipment.
AmLogic: The leader in multimedia chips in China.
Hu Silicon Industry: The leader in semiconductor silicon wafers.
Beijing Junzheng: The leader in memory and processors.
Nanda Optoelectronics: The leader in ArF photoresist.
Liang Micro: The leader in semiconductor silicon wafers and discrete devices.
Yake Technology: The leader in electronic special gases.
Unisoc: The leader in FPGA chips.
China Resources Micro: The leader in power semiconductors.
IC Integrated Circuit Design Enterprises
1. GigaDevice: The leader in domestic storage chip design.
2. Guokai Micro: The leader in domestic broadcast television chips and intelligent monitoring chips.
3. Weir Shares: The leader in analog chips, semiconductor devices, and power management IC design and distribution.
4. Hongxin Electronics: The leader in flexible circuit boards (FPC).
5. Fuhang Micro: The leader in digital signal processing chip design.
6. Beijing Junzheng: The leader in embedded CPU chips and wearable chip design.
7. Goodix Technology: The leader in capacitive touch chips and fingerprint recognition chips.
8. Rockchip: The leader in intelligent application processing chips.
Semiconductor Material Enterprises
1. Ashi Chuang: The leader in domestic PVD coating materials.
2. Feikai Materials: The leader in chip packaging materials.
Nanda Optoelectronics: The leader in MO source materials and domestic photoresist.
4. Yake Technology: The leader in domestic photoresist sub-segments.
5. Jiangfeng Electronics: The leader in domestic high-end semiconductor target materials.
6. Dinglong Co.: The leader in flexible substrate materials.
Semiconductor Equipment Enterprises
1. North Huachuang: The leader in domestic scarce platform semiconductor equipment.
2. Jingsheng Electromechanical: The leader in domestic monocrystalline silicon equipment.
3. Zhichun Technology: The leader in domestic high-purity process systems and high-purity process equipment.
4. Changchuan Technology: The leader in domestic integrated circuit testing machines and sorting machines.
Semiconductor Industry Chain Enterprises
1. Yangjie Technology: A rare high-quality enterprise in China that integrates chip design, manufacturing, and packaging testing.
2. Silicon Micro: A high-quality enterprise in the entire industry chain of GaN integrated circuit chip design and packaging.
3. China Resources Micro: The first high-quality foundry enterprise in China that integrates chip design, wafer manufacturing, and packaging testing.
4. SMIC: The leading chip foundry in China.
5. Tongfu Microelectronics: One of the three leading enterprises in integrated circuit packaging and testing.
6. Huatian Technology: One of the three leading enterprises in integrated circuit packaging and testing.
7. Changdian Technology: One of the three leading enterprises in integrated circuit packaging and testing.
(Non-chip) Basic Core Components Various Leading Companies
Basic Component Leaders
1. Fuzheng Technology: The global leader in optical crystal components.
2. Jiejia Micro: The leader in power semiconductor devices.
3. Farah Electronics: The leader in domestic thin-film capacitors.
4. Nasda: The leader in the full industry chain of printers.
5. Shunluo Electronics: The leader in domestic chip inductors.
6. AVIC Optoelectronics: The leader in optical and electrical interconnection components.
7. Taiji Co.: The leader in high-power semiconductor devices.
8. Star Semiconductor: A quality enterprise in IGBT modules.
9. Torch Electronics: The leader in domestic chip multilayer ceramic capacitors.
10. Hubei Electric Co.: The leader in PCB sub-segments.
11. Jingwang Electronics: The leader in basic materials for PCBs and other components.
12. San’an Optoelectronics: The leader in domestic LED optoelectronic components.
13. Lens Technology: The global giant in window protective glass.
14. Shengyi Technology: The leader in domestic copper-clad laminates and ceramic devices.
15. Shenzhen Circuit: The leader in PCBs and 5G commercial applications.
16. Crystal Optoelectronics: The leader in optical optoelectronic sub-segments.
17. Shiyuan Co.: The global leader in LCD display main control board cards and interactive smart panel enterprises.
18. Heertai: The leader in smart controllers.
19. Lingyi Zhi Manufacturing: A quality enterprise in precision components for consumer electronics.
20. Pengding Holdings: The global leader in PCB printed circuit boards.
21. Visionox: The leader in OLED sub-segments and an innovative enterprise for curved flexible screens.
22. Luxshare Precision: The leader in precision components.
23. Zhongke Co.: The most technologically advanced semiconductor component enterprise in China.
24. Shentema A: The leader in LCD liquid crystal displays and modules.
25. GoerTek: The leader in high-end smartphone acoustic devices (wireless headphones).
26. Dongshan Precision: The leader in precision components.
27. BOE A: The leader in domestic panels and flexible panels.
28. Jucan Optoelectronics: A quality enterprise in LED lighting components.
29. TCL Technology: The leader in TV panels.
30. OFILM: The leader in optical components and sensors.
31. Huaxu Electronics: The leader in electronic product design.
32. Huacan Optoelectronics: A quality enterprise in semiconductor materials and devices.
Various Leading Companies in Artificial Intelligence Segments
1. Hongsoft Technology: The leader in AI vision, serving smart phones, smart cars, and the Internet of Things (IoT).
2. Tonghuashun: The leader in financial brain and internet financial information services, serving the financial sector.
3. Giant Network: The leader in AI gaming, with investments in AI online gaming companies.
4. Dingjie Software: The leader in Industrial 4.0 AI software.
5. Kunlun Wanwei: The leader in web games, with investments in AI, blockchain, autonomous driving, and smart education.
6. Hengsheng Electronics: The leader in software for the financial and securities industry, with AI applications in investment, data, advisory, and customer service.
7. Lepu Medical: The leader in high-end medical devices in China, developing an AI automatic analysis system for electrocardiograms.
8. Yuanguang Software: A computer system and software service provider, serving smart energy, intelligent IoT, and social interconnectivity.
9. Cambrian: The leader in AI chips, with terminal intelligent processing IP, cloud intelligent chips, and edge intelligent chips.
10. Xiangsheng Medical: The leader in ultrasound medical imaging equipment, with a core algorithm for autonomous ultrasound AI analysis.
11. 360: The leader in network security, with an AI innovation research and development center.
12. Hanwang Technology: The global leader in text recognition technology and intelligent interaction products.
13. Singatron: The leader in AI analog chips, applied in voice recognition, ultrasonic ranging, and infrared obstacle avoidance.
14. Hongquan IoT: The leader in tire pressure intelligent monitoring, with autonomous driving monitoring (BSD) and driver monitoring (DMS).
15. Taihe Intelligent: The leader in intelligent detection and sorting equipment and industrial robots.
16. iFlytek: The leader in intelligent voice services in China.
17. Siwei Electronics: A global leader in MEMS sensor chips, with fully autonomous IP multi-core SoC chips.
18. Zhongke Chuangda: The global leader in intelligent operating systems, developing the Turbox intelligent brain platform.
19. Danghong Technology: The leader in portrait recognition and video technology AI.
20. Shensi Electronics: The leader in identity recognition, with intelligent service robots included in the major AI innovation development projects by the National Development and Reform Commission.
21. Chuan University Wisdom: A pioneer in air traffic control automation systems, with autonomous AI three-dimensional portrait recognition.
22. Youbo Technology: A mobile application software and hardware service provider, with layouts in AI, IoT, big data, and automatic recognition.
23. Keda Intelligent: The leader in industrial intelligence.
24. Goodix Technology: The leader in fingerprint recognition.
25. Saiwei Intelligent: The most professional intelligent system leader in China, with fully automated intelligent grids and facial recognition.
26. Neusoft Group: The leader in domestic software, with AI applications in health, smart transportation, and smart cities.
27. Keda Guochuang: The leader in industry software, with a layout in AI driven by big data.
28. Shiyuan Co.: The global leader in LCD display main control board cards and domestic interactive smart panel leader.
29. Heertai: The leader in smart controllers for home appliances.
30. Wentai Technology: The leader in ODM manufacturing, with gesture recognition and AI research institutes.
Various Small and Precise Digital Currency Companies
1. Weishitong: The leader in information security, participating in the formulation of industry standards for financial distributed ledger technology.
2. Jincai Huilian: A pioneer in internet financial and tax services, with technical accumulation in digital currency cross-border settlement and payment.
3. New Continent: A pioneer in digital technology services, participating in the Shenzhen digital currency red envelope pilot.
4. Lakala: A leader in financial payments, strategically cooperating with the Central Bank Digital Currency Research Institute.
5. Zhengtong Electronics: A high-quality enterprise in domestic financial services and IDC, with a large reserve of digital currency-related technologies.
6. Shenzhou Information: A leader in financial technology, with a self-developed leading intelligent blockchain platform.
7. New Guodu: A financial data service provider with a digital currency research center, developing digital currency terminal devices.
8. Sifang Jingchuang: An IT service outsourcing provider for commercial banks, with rich reserves of digital wallet technology.
9. Huafeng Super Fiber: Acquired Weifutong, a mobile payment backend service provider for multiple banks, currently actively participating in DCEP pilot work.
10. Kunlun Wanwei: A comprehensive internet value-added service provider with digital currency encryption wallet technology.
11. Dongxin He Ping: A state-owned holding smart card leader with patents in digital currency wallets and digital currency keys.
12. Guangdian Yuntong: A leader in smart terminals with technical reserves related to digital currency self-service devices.
13. Youbo Technology: A mobile intelligent software and hardware service provider with technical reserves related to digital currency.
14. Gaoweida: A leading financial information service provider in China with reserves of digital currency technology.
15. Yinzhi Jie: A financial technology software service provider conducting research on digital currency-related software and hardware and supporting systems.
16. Kela Software: A banking financial software service provider with technical reserves related to digital currency.
17. Langke Technology: A domestic leader in mobile storage devices, with patents for digital currency cold wallets.
18. Unisoc: A leader in special chips, with products expected to be applied in the digital currency field.
Carbon Capture Leaders
1. Kaimete Gas: The company collaborates with Hunan University to conduct research on carbon dioxide capture and storage engineering technology.
2. Yuanda Environmental Protection: The company has independent intellectual property technology for carbon capture and a carbon trading platform.
3. Hangyang Co.: The leader in domestic gas sealing equipment.
4. Haohua Technology: The company’s carbon capture technology reserves have reached a certain scale.
Biodegradable Plastic Leaders
1. Kingfa Technology: The company specializes in high-performance modified plastics.
2. Lianhong New Science: The company specializes in environmentally friendly new materials.
3. Danhua Technology: The company is a relatively ordinary stock in the chemical industry, but its subsidiary produces biodegradable plastics.
4. Tianyuan Co.: Specializes in express logistics packaging products, successfully developing biodegradable plastic film express bags.
5. Wanhui High-tech: The main product is polyvinyl alcohol, a biodegradable polymer material.
Various Leading Companies in the Pharmaceutical and Medical Segments
Pharmaceutical Industry “Selling Shovels” CXO Enterprises
1. WuXi AppTec: The leading preclinical CRO/CDMO enterprise.
2. Kanglong Chemical: The second leading preclinical CRO enterprise.
3. Zhaoyan New Drug: A leading preclinical CRO enterprise.
4. Yaoshi Technology: A leading preclinical CRO enterprise.
5. Medisyn: A preclinical CRO/CMO enterprise.
6. Tigermed: The leading domestic clinical trial CRO enterprise.
7. Boji Medical: A clinical CRO enterprise.
8. WuXi Biologics: A Hong Kong-listed CDMO/CMO enterprise.
9. Ruizhi Medical: A CDMO/CMO enterprise.
10. Boteng Co.: A CMO enterprise.
11. Jiuzhou Pharmaceutical: A CDMO enterprise.
12. Kailai Ying: A CMO enterprise.
Various Leading Companies in the Pharmaceutical Segments
1. National Brand Drug Leaders: Yunnan Baiyao, Pianzihuang, Dong’e Ejiao, Tongrentang, Jiuzhitang, Jiangzhong Pharmaceutical, Guangyuyuan, Guizhou Bailin (Miao Medicine), Shouxiangu (Lingzhi), Buchang Pharmaceutical (Cardiovascular), Yiling Pharmaceutical (Cardiovascular), Wohua Pharmaceutical (Cardiovascular), Tianshili.
2. Full Industry Chain Leaders: Fosun Pharma, Shanghai Pharma, Baiyunshan, Huadong Medicine, Guoyao Yizhi, China Pharmaceutical.
3. Innovative Drug Leaders: Hengrui Medicine (Oncology), Betta Pharmaceuticals (Anti-cancer).
4. Vaccine Leaders: Changchun High-tech (Growth Hormone), Zhifei Biological (Cervical Cancer), Watson Bio (Pneumonia), Kangtai Biological (Pneumonia), Tiantan Biological (Comprehensive), Jinsai Pharmaceutical (Growth Hormone, Follicle Hormone).
5. Antibiotic Leaders: Lukang Pharmaceutical, Guangsheng Hall (Hepatitis B Virus), Haishike, Qianyuan Pharmaceutical.
6. Infusion Product Leaders: Kelun Pharmaceutical, Laimei Pharmaceutical (Injection).
7. OTC Leaders: China Resources Sanjiu, Yibai Pharmaceutical (Anti-tumor), Kuaihua Pharmaceutical (Children’s Medicine), Huasen Pharmaceutical.
8. Raw Material and Auxiliary Material Leaders: Huahai Pharmaceutical (Raw Materials), Shanhe Pharmaceutical Auxiliary (Auxiliary Materials), Jiudian Pharmaceutical (Comprehensive), Huangshan Capsule (Capsules), Meinuo Pharmaceutical (Special Raw Materials), Shandong Pharmaceutical Glass (Pharmaceutical Glass).
9. Blood Product Leaders: Hualan Biological, Boya Biological.
10. Unique Drug Leaders: Ganli Pharmaceutical (Insulin), Tonghua Dongbao (Insulin), Wofu Biological (Sublingual Desensitization), Shapais (Eye Drops), Rhine Biological (Plant Extracts), Yong’an Pharmaceutical (Taurine), Qianjin Pharmaceutical (Gynecology), Haite Biological (Mouse Nerve Growth Factor), Enhua Pharmaceutical (Central Nervous System Drugs), Renfu Pharmaceutical (Anesthetics, Condoms), Zhongxin Pharmaceutical (Heart, Gastrointestinal), Tibet Pharmaceutical (Cordyceps).
11. Vitamin Leaders: Xinhengcheng, Zhejiang Pharmaceutical, Xiongdi Technology, Guangji Pharmaceutical, Yifan Pharmaceutical, Guanfeng Co.
12. Health and Wellness Drug Leaders: Jindawei (Coenzyme Q10), Qidi Guhang (Health), Ruizhi Medical (Nutrition, with CXO).
13. Pharmaceutical Chain Leaders: Yifeng Pharmacy, Laobaixing, Dashenlin, Yixintang.
Various Leading Companies in the Medical Field
1. In Vitro Diagnostic Medical Device Leaders: Mindray Medical.
2. Comprehensive Medical Device Leaders: Yuyue Medical, Jiuan Medical.
3. Cardiovascular Medical Device Leaders: Lepu Medical.
4. Regenerative Medicine Leaders: Zhenghai Biological.
5. Medical Equipment Leaders: Chutian Technology.
6. Orthopedic Medical Device Leaders: Dabo Medical, Kelly Tai, Sanyou Medical.
7. Disinfection Leaders: Xinhua Medical.
8. In Vitro Diagnostic Reagent Leaders: Antu Biological (Immunology), Kaipu Biological (Nucleic Acid), Tuo Jing Life (HPV).
9. Diagnostic Service Leaders: Dian Diagnostic.
10. Gene Sequencing Leaders: BGI Genomics.
11. Biochemical Diagnostic Leaders: Lidiman (Most Complete), Rundar Medical.
12. Blood Perfusion Leaders: Jianfan Biological.
13. Vacuum Blood Collection Leaders: Yangpu Medical.
14. Medical Glove Leaders: Yingke Medical, Lanfang Medical, Nanwei Co. (Medical Adhesive Tape).
15. Syringe Leaders: Kangdelai.
16. Cell Immunity Leaders: Zhongyuan Xiehe.
17. Unique Medical Services: Sitaili (Iodine Contrast Agent), Aier Eye Hospital.
Various Leading Companies in the Chemical Industry
1. Wanhua Chemical: The main products are MDI and TDI. A global leader and an absolute leader in China.
2. Hengli Petrochemical: The main business is traditional refining. A leading private enterprise in China.
3. Rongsheng Petrochemical: The main product is polyester fiber. A leading enterprise in China.
4. Zhejiang Longsheng: The main products are disperse dyes and reactive dyes. A global leader.
5. Longmang Baili: The main product is titanium dioxide. A leading enterprise in China and the fourth largest globally.
6. Juhua Co.: The main product is the third-generation fluorinated refrigerants. A leading enterprise in China and a global leader in sub-segments.
7. Andisu: The main product is methionine, an animal nutrition additive. A leading enterprise in China and the second largest globally.
8. Yangnong Chemical: The main product is pesticide pyrethroids. A leading enterprise in China.
9. Xinyangfeng: The main product is compound fertilizer, a necessary consumer product in agriculture. A leading enterprise in China.
10. Jinhai Industrial: The main products are sweeteners (aspartame, sucralose), food additives. A monopolistic enterprise and a global leader.
11. Hongtaiyang: The main product is pesticide pyridine. A global leader.
12. Xingfa Group: The main products are glyphosate and phosphorus ore. A leading enterprise in China.
13. Lier Chemical: The main product is glyphosate. A leading enterprise in China.
14. Enjie Co.: The main product is lithium battery wet separators. A global leader.
15. Guoci Materials: The main product is electronic ceramic MLCC formula powder. A leading enterprise in China and the fourth largest globally.
16. Qingsong Co.: The main product is synthetic camphor. A global leader.
17. Linglong Tire: The main product is tires. A leading enterprise in China.
18. Heimao Co.: The main product is carbon black. A leading enterprise in China and the third largest globally.
19. Weixing Petrochemical: The main product is acrylic acid. A leading enterprise in China and the fourth largest globally.
20. Baofeng Energy: The main products are coal chemical, coal-based new materials, and chemicals. A leading enterprise in China.
21. Hualu Hengsheng: The main products are coal chemical and DMF. A leading enterprise in China.
22. Zhongtai Chemical: The main product is chlor-alkali viscose. A leading enterprise in China.
23. Hengyi Petrochemical: The main products are polyester and nylon integration. A leading enterprise in China.
24. Tongkun Co.: The main product is polyester filament. A leading enterprise in China.
25. Taihe New Materials: The main product is aramid. A leading enterprise in China.
26. Huafeng Chemical: The main product is spandex. A leading enterprise in China.
27. Sankeshu: The main product is coatings. A leading enterprise in China.
28. Yanggu Huatai: The main product is anti-coking agent CTP rubber additives. A leading enterprise in China.
29. Dancheng Technology: The main products are high-nickel ternary cathode materials and lithium battery materials. A leading enterprise in China.
30. Xinzhoubang: The main products are lithium battery materials. A leading enterprise in China.
31. Zhongwei Co.: The main products are precursors of lithium battery cathode materials. A leading enterprise in China.
32. Zhuoyue New Energy: The main product is biodiesel. A leading enterprise in China.
33. Dinglong Co.: The main product is colored polymer powder. The only one in the industry.
34. Daoming Optics: The main products are micro-prism reflective films and functional films. A leading enterprise in China and the fourth largest globally.
35. Wanrun Co.: The main product is OLED. A leading enterprise in China and the second largest globally.
36. Guangwei Composite Materials: The main product is carbon fiber. A leading enterprise in China.
37. Duofuduo: The main product is lithium hexafluorophosphate. A global leader.
38. Shenzhen New Star: The main product is aluminum grain refiners, a metallurgical additive. A global leader.
39. Yabang Co.: The main products are anthraquinone structure disperse dyes and reducing dyes. A global leader.
40. Qiangli New Materials: The main products are photoinitiators for photoresists, a type of electronic chemical. A global leader.
National Defense and Military Industry
Top Ten Military Industry Segment Leaders
1. AVIC Heavy Machinery: Affiliated with China Aviation Industry Corporation, formerly Liyuan Hydraulic, listed as “China’s first aviation industry stock” in 1996. In recent years, AVIC Heavy Machinery has transformed from a single production type to an investment holding company through external expansion, expanding its business scope from a single hydraulic business to five major businesses including forging, hydraulics, radiators, gas turbines, and new energy.
2. Aero Engine Corporation of China: The production and repair base for large, medium, and small military and civilian aviation engines and large ship gas turbine power devices, integrating almost all types of aviation power devices in China, and is the strongest production capacity, most complete product variety, and largest scale power device production unit in the country.
3. Hongdu Aviation: A comprehensive listed platform for “trainer + missile + drone” under the aviation industry, the only domestic system supplier with independent research and production capabilities for primary, intermediate, and advanced trainer products. Major products include the L15 advanced trainer, YJ-9E anti-ship missile, and Attack-11 drone.
4. Haige Communication: Originating from the Guangzhou Radio Factory (State-owned No. 750 Factory) established in 1956, listed on August 31, 2010, as the first military industry IPO in China. It is the largest supplier of military communication, navigation, and information technology systems in China, covering the widest range of users, the broadest frequency bands, and the most complete product series, and is a leading software and information service provider in the industry.
5. Hightop High-tech: As one of the leading enterprises in the domestic aviation technology service industry, the company has reached international advanced levels in the detection and maintenance of aviation onboard equipment, maintenance of small and medium-sized aviation engines, general aviation maintenance and services, aviation training, some aviation technology research and development, manufacturing of aviation accessories, and aviation engineering modifications.
6. Aerospace Electric: With obvious advantages in the aerospace field, it is the first to benefit from the new round of equipment installation in national defense. The only listed companies in China with military connector businesses are AVIC Optoelectronics and Aerospace Electric. The company relies on the Aerospace 10th Institute, achieving coverage in aerospace, aviation, electronics, ships, and weapons, with a high proportion in the aerospace field.
7. China Satellite: The leading satellite manufacturer in China, successfully developing multiple domestic leading and internationally advanced small/micro satellite common platforms such as CAST10 and CAST4000.
8. China Shipbuilding Defense: A large comprehensive marine and defense equipment enterprise group integrating marine defense equipment, marine transportation equipment, marine development equipment, and marine scientific research equipment, with a diverse product structure and leading advantages in military ships, civilian ships, and marine engineering. The company has mastered and owns core technologies with independent intellectual property rights in high-tech, high value-added ships such as finished oil tankers, heavy-lift transport ships, passenger and roll-on/roll-off ships, and semi-submersible ships.
9. China Great Wall: Since 2011, China Great Wall has been laying out the research and development of domestic chip motherboards and complete computers, committed to building a complete industrial chain from basic software and hardware to complete machines, terminals, and security applications and services.
10. Guangqi Technology: Metamaterials technology is considered one of the hottest emerging technologies applied in modern national defense equipment. Guangqi Technology is the only company in the world that can achieve the integration of metamaterials from design, research and development to testing and mass production, with complete independent intellectual property rights. Its metamaterial structural components have been widely used in advanced aircraft, large drones, marine aviation equipment, electronic communication systems, and individual AI equipment in China.
Leading Stocks:
Aero Engine Corporation of China: The only enterprise in China capable of producing various aviation engines.
Hongdu Aviation: The leader in domestic trainer aircraft and missiles.
AVIC Shenyang Aircraft: The only listed platform for domestic fighter jets.
AVIC Optoelectronics: The leader in military connectors.
AVIC Xi’an: The only platform for military and civilian large aircraft manufacturing.
GaoDe Infrared: The leader in military and civilian infrared thermometers.
AVIC High-tech: The leader in military aviation auxiliary materials.
TISCO: The leader in stainless steel.
Fushun Special Steel: The leader in special steel and alloy materials.
Zhenhua Technology: The leader in military electronic components.
AVIC Electromechanical: The leader in electromechanical systems.
Guangwei Composite Materials: The leader in carbon fiber materials for large aircraft.
Hongyuan Electronics: The leader in military MLCC.
Western Superconductor: The leader in high-temperature titanium alloy materials.
Yingliu Co.: The leader in large aircraft blades.
AVIC Zhi: The leader in helicopters.
Beimo Gaoke: The supplier of aviation parts.
Aerospace Electric: The leader in military micro and special motors.