The list of high-growth, quality high-tech stocks has been revealed, featuring 18 companies! As of April 2, 2025, the performance trajectory of high-tech stocks will be crucial in determining their future success.
This year, the technology sector has witnessed significant developments, with innovations in artificial intelligence, semiconductors, and new energy reshaping the industry landscape at an unprecedented pace. Major international investment banks such as Morgan Stanley and Goldman Sachs, along with leading domestic brokerages, generally maintain an optimistic outlook on the performance growth of the tech sector over the next two years, particularly focusing on three core areas: AI computing power, semiconductors, and new energy vehicles.
According to statistics from Shanghai Securities Journal and Data Treasure, among the stocks that have received ratings from ten or more institutions and where R&D investment accounted for over 10% in 2023, 18 stocks are expected to see a net profit growth rate exceeding 50% this year and next.
In terms of industry distribution, the electronics sector has the highest representation, with seven stocks primarily associated with AI and semiconductors. China Zhongyuan Securities reported that, based on data from Marvell, the market size for customized ASIC chips for data centers is approximately $6.6 billion in 2023 and is projected to reach $42.9 billion by 2028, with a compound annual growth rate (CAGR) of 45% from 2023 to 2028. Recently, the U.S. has increased export controls on high-end GPUs, providing a golden development opportunity for domestic AI computing chip manufacturers.
From a market capitalization perspective, companies like Aohua Endoscopy, Suocheng Technology, Changguang Huaxin, and Yuanjie Technology have market values below 10 billion yuan.
Aohua Endoscopy is a high-tech enterprise engaged in the R&D, production, and sales of electronic endoscopic equipment and related surgical consumables. With a vision to become an internationally leading provider of comprehensive endoscopic solutions, the company has focused on innovation for over 20 years, with products now utilized in various clinical departments, including gastroenterology, respiratory medicine, ENT, gynecology, and emergency medicine.
The investment logic for tech stocks revolves primarily around innovation-driven growth and performance improvement. With breakthroughs in artificial intelligence, semiconductors, new energy, and biomedicine, the profitability of related companies has significantly increased.
According to consensus forecasts, both China Aerospace Science and Technology Corporation and Yuanjie Technology are expected to achieve net profit growth exceeding 20 times this year. China Aerospace Science and Technology Corporation is a leading domestic provider of high-end semiconductor quality control equipment, adhering to principles of independent R&D and innovation. Leveraging years of expertise in optical detection technology, big data detection algorithms, and automated control software, the company supplies critical quality control equipment to enterprises in the integrated circuit front-end process, advanced packaging, and related equipment and materials manufacturers.
Yuanjie Technology focuses on the optical chip industry, specializing in the R&D, design, production, and sales of optical chips, with main products including laser chip series for speeds of 2.5G, 10G, and 25G, currently applied in fields such as fiber access, 4G/5G mobile communication networks, and data centers.
Companies on the list have generally received substantial allocations from funds. In terms of shareholding ratios, stocks like Naxin Micro, BeiGene-U, China Aerospace Science and Technology Corporation, BGI Genomics, Zejin Pharmaceutical-U, Aohua Endoscopy, and Yuanjie Technology had fund shareholding ratios exceeding 30% at the end of last year. Compared to the mid-year report from last year, stocks such as China Aerospace Science and Technology Corporation, Naxin Micro, and Perfect World saw their fund holding ratios increase by more than 7 percentage points.
Moreover, significant stock repurchases by listed companies reflect confidence in their future prospects. Among the 18 stocks mentioned, as many as 11 have implemented repurchase programs in the past year, with companies like Jingwei Hengrun-W, Pai Neng Technology, BGI Genomics, and Perfect World repurchasing amounts exceeding 50 million yuan. Notably, some stocks are still trading below their repurchase averages. For instance, Boten Co. has a repurchase average price of 21.61 yuan, while the latest price is 18.96 yuan, reflecting a discount of over 12%; Yuanjie Technology has a repurchase average of 119.45 yuan, with the latest price showing a discount of over 3%.
