The advent of the golden Age of Internet industry: Four themes concept stocks expected return of the King

Recently, China Internet Network Information Center (CNNIC) issued the 35th "China Internet Development Status Statistics Report", the report shows that as of December 2014, China's Internet users up to 649 million people, Internet penetration rate of 47.9%, up 2.1% year-on-year, Mobile internet users up to 557 million people, an increase of 56.72 million people. In addition, mobile phone network purchase, mobile phone payment and mobile phone banking, such as the most bright-moving business applications, the annual growth of its users reached 63.5%, 73.2% and 69.2% respectively. Analysts say in recent years, the capital market in the hands of the speculation, E-commerce, broadband China, large data, online lottery, online education, network security and other theme stocks and China's internet industry has a close relationship between the booming development of the Shanghai Composite Index, while the gem refers to overlapping innovation, in the "28 structure" The phenomenon of transformation highlights the situation, combined with macro policy environment, industry fundamentals, market hotspots, hand tour, electronic payment, broadband China, network security, the four themes of the concept of the stock will usher in a new opportunity to rise. "2014 China Game Industry Report" data show that the 2014 Chinese game market number of users reached 517 million, the actual game sales in the year 114.48 billion yuan, an increase of 37.7%, The actual sale of the client game 60.89 billion yuan, the actual mobile game sales 27.49 billion yuan, the web game market sales of 20.27 billion yuan. Mobile game sales revenue for the first time beyond the page tour, showing the industry's strong growth momentum; The current a-share market hand-tour leading concept stocks are: in green Bao, palm fun technology, Shenzhou Thai Yue, north latitude communication, the United States Sheng culture, Bo Rui spread. With the Chinese network shopping, online lottery, the rapid development of the industry, such as hand tour, for the electronic payment industry to bring a broad space for development, electronic payment integration convenience, security, functionality in one, will be the future of payment in the field of important development direction; it is worth mentioning that a few days ago, the Beijing bureau of Quality and technical supervision Public consultation, the new standard proposed that the taxi operating equipment should be configured with intelligent terminals, can realize the electronic payment function, driver electronic document identification and identity authentication functions, which shows that electronic payment is permeating all walks of life. Related leading stocks are: Newland, new capital, electronic, Heng Bao, billion Yangxin Tong, South Day information, national technology, the same side of the country core. Despite the rapid development of Internet industry in China, the related communication infrastructure is lagging behind, which restricts the rapid development of information consumption industry such as hand travel and online education, while China's "broadband China" strategy is an effective solution to this problem, the Changjiang Securities said, Optimistic about the relevant equipment manufacturers and private broadband operating short manufacturers of the development prospects, reiterated to the Beacon Communications, ZTE "recommended" rating, but also actively focus on Dr. Peng, New Hai Yi, the Japan-Sea communications and other stocks. Network security, the establishment of the Central network security and Information Technology Leadership group, the CPC Politburo considered the adoption of the National Security Strategy outline, all marked our networkInformation security has risen to the national strategic level. China is a veritable "network power", however, there are still gaps in China's goal of network power, infringement of personal privacy, damage to the legitimate rights and interests of citizens and other areas of the network security violations occur, in this context, the concept of network security stocks value investment opportunities; A-share market network security type leading stocks are: NSFocus, Guardian Pass, qiming information, Tai Chi shares, Huasheng Tiancheng, East soil technology, wave information. From the market performance, into the 2015, the above four major themes of the second half of the 2014 years of decline, a strong rise, as of yesterday, the new countries (54.78%), NSFocus (46.39%), in green Bao (35.04%), Dr. Peng (31.65%), Guardian Tong (20.34% And more than a total of more than 20% in the year, in the strong strong background, these second-line blue chip future is expected to return the king.