With the continuous progress of science and technology, new quality productivity is becoming an important force to promote social and economic development. Qisu will comprehensively analyze the connotation of the new quality productivity, explore the sectors and themes involved, and recommend some potential stocks worthy of attention.

Connotation of 1. New Qualitative Productivity

New quality productivity refers to the process of achieving high-quality productivity enhancement through the deep integration of new technologies, new economies and new formats. Among them, "new" is mainly reflected in technological innovation and industrial innovation, such as general big data model, Sora, multimodal AI, industrial interconnection and other new technologies, as well as humanoid robots, AI mobile phone PC and other future potential industrial economy. The "quality" emphasizes the high quality of all factors to enhance productivity, the main path is artificial intelligence, that is, the transformation of high-tech innovation achievements.

sectors and themes involved in 2. new quality productivity

the new quality productivity involves a wide range of sectors and topics, mainly including artificial intelligence, high-end equipment, robot concept, Sora concept, multimodal AI, CPO, data elements, new industrialization, industrial interconnection, industrial software, AI chips, flying cars, 6G, AI mobile phone PC, etc. These areas are the current hot spots of scientific and technological innovation, with broad market prospects and development space.

III. Potential Stocks Worth Attention

Artificial Intelligence & Industrial Robots: It is recommended to pay attention to dual concept stocks such as Industrial Fulian, Tianqi, Jin Zitianzheng, Yawei, Sunlir, Seymour Intelligence, etc. These companies have deep technology accumulation and market advantages in the field of artificial intelligence and industrial robots, and have great potential for future development.

Sora Concept: It is suggested to pay attention to Danghong Technology, Insai Group, Wanxing Technology, Annoch, etc. These companies are industry leaders in the development and application of Sora technology and are expected to benefit from the wide application and popularity of Sora technology.

Flying Cars: It is recommended to pay attention to Golden Shield, Wanfeng Owei, Xingyuan Zhuommagnesium, etc. With the continuous development of low-altitude economy, the flying car market will gradually mature, and the layout of these companies in the field of flying cars is expected to get rich returns.

AI chip: It is recommended to pay attention to Jingjiawei, Cambrian, Haiguang Information, etc. AI chips are the core components in the field of artificial intelligence, and these companies have strong strength and market competitiveness in the research and development and production of AI chips.

AI Mobile PC: It is recommended to pay attention to Furong Technology, Siquan New Material, etc. With the popularization of 5G and 6G technologies, the AI mobile phone PC market will usher in explosive growth. The technical strength and market prospects of these companies are worth looking forward.

CPO: It is recommended to pay attention to Tianfu Communications, Zhongji Xuchuang and other plates of the army leader, as well as Mingpu Optomagnetic, Cambridge Technology, Taichen Light, Bochuang Technology, Optical Library Technology, Liante Technology and other potential stocks. CPO technology is an important development direction in the field of optical communication in the future. These companies have strong strength and market potential in the research and development and application of CPO technology.

List of Key Stocks in 4. New Quality Productivity Industry Chain

1. AI

hkust xunfei (002230), insai group (300781), wanxing technology (300624), Kunlun wanwei (300418), Chinese online (300364), yuanda intelligence (002689), guotou intelligence (600886), haikangweishi (002415), dingjie software (300378), kunchuan intelligence (301311), saiwei intelligence (300044), chuan da zhisheng (002253), hanwang technology (002362)

2. humanoid robot

haozhi electromechanical (300503), kelai electromechanical (603960), eston (002747), Huichuan technology (300124), dahua shares (002236), wanxun automatic control (300112), leisai intelligence (002979), invitron (002334), sanhua intelligent control (002050), top group (601689), Jiangsu leili (300660), mingzhi electric appliance (603728)

3. industrial mother machine

lanying equipment (300293), haozhi electromechanical (300503), Shenyang machine tool (000410), Qinchuan machine tool (000837), huichuan technology (300124), east China numerical control (002248), huachen equipment (300809), yuhuan numerical control (002903)

4. BCI

innovative medical treatment (002173), sanbo naoke (301293), Nanjing panda (600775), xinzhi cognition (603869), hanwei technology (300007), century huatong (002602), zhongke information (300678)

V. Industrial Internet

Industrial Fulian (601138), Rihai Intelligence (002313), Huazhong Numerical Control (300161), Dern Seiko (300780), Weston (688085), Hanzhong Seiko (002158), Dongfang Seiko (002611), Inventive (002334), SoftStone (301236)

6. power

China International Xuchuang (300308), Tianfu Communication (300394), Mingpu Optomagnetic (002902), Guangxun Technology (002281), Xinyisheng (300502), Zhongbei Communication (603220), Industrial Fulian (601138), Hongbo Stock (002229), Langchao Information (000977), Tuowei Information (002261), Digital China (000034), Changshan Beiming (000158), Sichuan Changhong (600839), true vision (002771), long yinhai (002777), hi-tech development (000628)

7. 6G Application

ZTE (000063), China Satellite (600118), China Satcom (601698), Huali Chuangtong (300045), Wuhan Fangu (002194), Tongyu Communications (002792), Hengtong Optoelectronics (600487), Mobile Communications (603236), FiberHome Communications (600498), Zhongjing Electronics (002579), Special Information (000070), Zhongtian Technology (600522)

Industrial Rich Union (601138): It has profound technological accumulation and market advantages in the field of artificial intelligence and industrial robots.

Tianqi shares (002009): focuses on intelligent manufacturing and AI technology, with strong market competitiveness.

Jin (600560): Has rich experience and technical strength in the field of industrial automation and intelligent manufacturing.

Yawei shares (002559): focus on high-end equipment and intelligent manufacturing, with strong innovation ability.

Xinlier (301080): focuses on the research and development and application of AI technology, with broad market prospects.

Seymour Intelligence (300466): It has strong competitiveness in the field of intelligent manufacturing and automation.

Danghong Technology (688039): Focusing on the research and development and application of Sora technology, it is in the leading position in the industry.

Insai Group (300781): Experience and innovation in digital marketing and creative industries.

wanxing technology (300624): Focus on digital creativity and intelligent software research and development, with strong market competitiveness.

Annoy (300067): Strong strength and market prospects in the field of new chemical materials and intelligent manufacturing.

Golden Shield shares (300411): focusing on low-altitude economy and flying cars, with strong development potential.

Wanfeng Aowei (002085): Has rich experience and technical strength in the fields of aerospace and intelligent manufacturing.

xingyuan zhuomai (301398): focusing on lightweight materials and new energy vehicles, with strong innovation ability.

Jing Jiawei (300474): It has strong competitiveness and market potential in AI chips and semiconductors.

Cambrian (688256): focusing on AI chips and intelligent computing, with strong technical strength and market prospects.

Haiguang Information (688041): Strong competitiveness and innovation in the field of high-end computing and storage.

fulong technology (688075): focuses on AI mobile phone PC and intelligent manufacturing, with strong market potential.

Siquan New Material (301014): Strong innovation ability and market prospect in the field of new materials and intelligent manufacturing.

Tianfu Communications (688145): focuses on the research and development and application of CPO technology, with strong technical strength and market competitiveness.

zhongji xuchuang (300308): it has strong competitiveness and market potential in the fields of optical communications and CPO.

In short, new-quality productivity is an important force to promote future social and economic development. It involves a wide range of sectors and subjects, and has broad market prospects and development space. Oddly investors can focus on these potential stocks and share the investment opportunities brought about by the new quality of productivity. At the same time, we should also pay attention to risk control, rational allocation of assets, to achieve sound returns. The material source network is for reference only. Investment is risky and decision-making should be cautious.