Artificial intelligence of the wind may have arrived!

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Since the beginning of this year, the artificial intelligent stocks of Dad's position have increased by 60%. . . It has become the first big warehouse.

This stock is a Bo-Daxian Flying, has not written an analysis article to everyone, mainly did not see a decent callback, and the valuation did not feel particularly cheap.

rises so fast, it is completely exceeding my expectations, and the promotion factors are probably the overepere.

However, the growth space of Boardi Fei is still very large, and the logic of investment first shares it. If there is a big callback, it can be prepared.

...

During the two sessions this year, Dad shared the view of the 14th Five-Year Plan and 2035 Route Target, and believed that the next five years will be innovative drive. 5 years of development.

Among them, artificial intelligence (AI) is the first place, which will become an important economic growth engine during the 14th Five-Year Plan.

History has a total of 4 productivity revolutions:

The first revolution: before the 18th century (agricultural revolution, iron revolution)

Second revolution : The 3rd and 19th century (steam era)

The third revolution: the second half of the 19th century: the first half of the 20th century (electrical era)

Fourth Revolution: The second half of the 20th century (information age)

The fifth revolution: 21st century? ? ? (Artificial Intelligence Age)

Every industrial revolution will greatly improve productivity while accompanied by great wealth growth.

leads this artificial intelligence change, and now is the main players such as middle and beauty.

As an investor who is fortunate to born in China, certainly can't miss this historical opportunity, artificial intelligence will probably be the last industrial revolutionary wave of this generation and the last industrial revolution.

What is artificial intelligence?

It is unprofessional way of unprofessional science: On the basis of mankind, the idea of ??humanity is automated.

Take a few examples, such as learning, no AI, you need to find your own short board for learning, after AI, it analyzes the knowledge short board you need to attack in real time, and arrange Exercise questions; if you don't have a diet, there is no AI, you need to judge your body demand. After AI, it helps you consider demand and do breakfast.

It looks very simple, but to reach artificial intelligence, it is necessary to develop depth learning algorithms to support the integration of algorithms, and the massive data required to train. Abbreviation 3 basic elements of manual intelligence: force, algorithm, data.

It can be seen that artificial intelligence technology barriers are high, and the Chinese enterprises really involve artificial intelligence will not be very much, all of which are familiar, such as: Huawei, Ali, Tencent, Baidu, Bo University Xunfei, Haikang Weiwei, etc.

It is less, it can be found in the A-share market, so optimistic about the artificial smart sector, in fact, the investment is very simple, one is the direct investment of the Internet ETF Fund, Tencent, Ali, US Group, fight There are a lot of Jingdong, and Baidu accounts for more than 78% of the fund position.

The other is to buy directly related company stocks, and the rich dance here focuses on the A-shaped Bank of China.

The reason for optimistic, "track" "Trend" "Trend" will share again, and there are also very special two factors to attract Dad.

One is the management very good + very focused. Leading the company's deep tillage AI voice track for more than 20 years, constructing a very high technical barrier.

The second is that the market is relatively low. Such a high moat, but there is no so that the reason is that the time window has not arrived. The wind is not arriving, the demand has not arrived, the stock price has been walking slowly, and Dad thinks that this is coming.

The following mainly analyzes the "track" level to analyze the Dafa Fei.

According to Chairman Liu Qingfeng's billions of battalion "small goals", the Bank Dafa is divided into 4 parts: education, consumers, medical, government services, respectively The main income is about 25%.

in which education is in the current policy environment, it is the main outbreak point of the revenue.

Since the last year, the state has introduced various education management methods, and the supervision of pro-school training is more and more strict. In the near future, the Department of Category Education and Training Regulatory Division has been established. This supervision is in the future Under the education reform, it will maintain a high pressure situation. How big is the strength and determination of the government, and it will be known that the stock price of the training institution is known. For example, the future has fallen from nearly 70%.

and the AI ??technology of Boardi-Dynasty fly, just fits the development of the future education "factor teaching", the product is mainly two directions.

1 provides education intelligent transformation to schools.

The education intelligent project of UNICEF has already established a better benchmark effect in all parts of the country, such as Handan City, Lu'an, Qingdao, etc., this year, the winning bid Zhengzhou Jinshui District, Wuhan City, Wujiang City and other education projects show that the company has been widely recognized in AI + education products, and the penetration is speeding.

The acceleration of promotion is a real education productive support. According to the data statistics of various urban education projects, the teacher's scriptack and preparation time have been reduced, and the average decline of different subjects is 25% ~ 70%, and the reduction is achieved. The state and the confirmation of each school.

How big is this track? According to the latest investigation instructions of UNICEF, 8% of GDP each year is an education investment, 4% of which are investive in education, intelligent, according to the 2021 GDP calculation, is about 300 billion yuan / year spending, and these items Gross profit can reach 50%.

2 provides learning machines and personalized school manuals for students.

These two products are improving the results of the students under the communication of AI.

There are schools to conduct experiments, 16 classes, 16 classes are not used, and students who use Xunfei products have obvious improvement.

Education has always been an easily contained area. Once a school has improved significantly, other schools will not sit. . .

At present, my country's K12 (General Primary School + Junior High School + General High School) has a total of 170 million people, learning machine and personalized manual price of 3000+ and 1800 / year, If the future 5 10% of students in the year, sales revenue can reach around 80 billion.

Consumer Business

Basic is the Internet of Things, such as smart speakers, home appliances, home, wear, car, recording pen , Translator, mobile phone, etc.

The range is too large, and the market space is difficult to estimate, but hundreds of billion should be.

Boardian Xunfei is currently in this piece, mainly is a translator, recording pen, intelligent office, voice mouse and input method. The consumer business revenue is 35.5.5% year-on-year.

In the past 618 activities, the overall sales of KDE-D-terminal products increased by 108% year-on-year.

You can predict AI voice technology in the future, which will land more C-terminal products, Maintain more than 30% of the growth rate should be possible.

Wisdom Medical

Boardi Fei 2020 medical business income is only 300 million, but the growth rate is very fast, reaching 70% .

This business is the most important part of the Zhixian, at present, my country's grassroots medical institutions and hospitals, urban and rural areas have a large gap, through cultivating medical personnel to solve problems Unrealistic, and through the AI ??mode, it is possible to solve this gap problem.

The assistant of the Department of Science, did the first time the national clinical practitioner's written test test with 456 points in 2017, more than 96.3% of human candidates, first allowing the machine to have full The potential of doctors can greatly improve the level of medical treatment and treatment efficiency of grassroots doctors.

This product is fully covered in Anhui Province for 3 years, and it is helpful to practice the product is a grassroots medical institution.

If my country's 2846 county-level units are equipped, according to the configuration project budget in Anhui Province, the purchase amount of each county-level unit is 4 million yuan, , the assistant market space of Zhixian is 11 billion Yuan or so.

Smart City

This business is mainly serving the public, inspection, law, division, and the number of applications, trial, check volume , Translation, public service, etc.

IDC predicts that in 2020 China's market wisdom city IT related investment reached 24.4 billion US dollars, an increase of 12.0% year-on-year, and the composite growth rate of "145" period may reach 16%, then 5 years later, investment scale More than 50 billion US dollars, that is, about 300 billion yuan.

This piece of business involved is too dispersed, many competitors, and the Bank of Science and Technology is only from 3.8 billion in 2020, so it is not very significant in the full market space.

Through 2020 affected by the epidemic, the Ministry of Science News is maintained in 20% in the previous year in this income growth. According to this growth rate, the revenue is about 10 billion after 5 years.

, from the 4 major business of Kobe-Dynasty, the market space is calculated, 380 billion, consumers are 100 billion + medical treatment 11 billion, 10 billion smart cities, and a total of 500 billion Yuan or so.

is calculated at 150 billion, PS10 times, and the net interest rate is 15%, and the industry ceilings are about 5 trillion.

It can be seen that the chairman Liu Qingfeng said that the revenue increased by the Bank of Science and Technology, the profit increased by 20 times, and finally 100 billion camp is achieved, and there is space support.

It seems exaggerated, mainly to educate this imagination space.

In fact, education has been used in a 5-year 10% permeability to estimate, if the penetration rate is 20%, 30%, that is, it is almost doubled.

5 trillion, even if it takes a 1 fold, it will not be less than 140 billion in the market value of Boardi. . .

This market cake is not to eat to Boat, how much it is, and it is the case of "pattern".

No matter what, at least the road to the Boardi Fei is wide enough, the growth space is very large, as long as the growth of AI strength, deep plow education, rapid copying of education + AI success cases, company You can see a good development prospect.

Is there no such competitiveness? We will later analyze.

I will share here. If you like a father's article, you will look at it or look at it.

This article is a personal replicated diary, does not constitute any investment opinion, and the stocks mentioned in the article do not do any recommendation.

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