AI programming boom is coming! A comprehensive overview of the five major tiered concept stocks. Since 2026, AI large models have been accelerating their penetration into the industry sector, with AI programming serving as the core for the practical application of artificial intelligence.

AI Programming Boom Arrives! A Complete Overview of the Five Major Conceptual Layers
Since 2026, the penetration of large AI models into industry has accelerated. As a core scenario for AI implementation, AI programming is becoming one of the main themes in the A-share market. In an environment dominated by quantitative funds and increased market volatility, retail investors aiming to avoid short-term traps and capture medium- to long-term trends must refine their understanding of the AI programming industry chain, combining T+1 trading rules to develop targeted strategies.

The AI programming industry chain can be clearly divided into five segments: development tools and platforms, AI models and algorithms, infrastructure support, industry solutions, and comprehensive technical services. Each layer corresponds to different business focuses and market logic, which also determine the stock price volatility characteristics and investment cycles. This article will analyze each layer’s core business, target features, and investment strategies based on a complete list of targets (including stock codes), providing practical references for investors.

1. Development Tools and Platforms Layer: The “Foundation” of AI Programming, Long-term Value Core

This layer is the entry point for AI programming, mainly providing development environments, middleware, low-code platforms, and other tools—prerequisites for all AI applications. Key targets include: Zhuoyi Information (688258), focusing on core cloud computing firmware and AI development platforms; Soft Power Technology (301236), specializing in software development and AI programming outsourcing; Jindai (300830), offering industrial software and AI programming solutions; Puyuan Information (688118), providing enterprise middleware and low-code development platforms; Baolande (688058), focusing on middleware products and AI programming environment adaptation; Jiuqi Software (002279), deploying government software and low-code AI development tools.

The core competitiveness of these companies lies in technological barriers. Performance growth depends on overall industry demand rather than short-term hype, thus exhibiting characteristics of “low volatility and strong trendiness” in a quant-dominated market. For T+1 investors, medium- to long-term positioning is suitable, employing strategies like “buying on dips and holding in waves,” with close attention to R&D investment and commercialization progress. For example, Zhuoyi Information’s stock price has been stable since 2026, driven by the accelerated commercialization of its AI development platform in government and enterprise sectors. Such targets can effectively avoid short-term disruptions from quant funds and serve as stable core holdings in a portfolio.

2. AI Models and Algorithms Layer: The “Brain” of AI Programming, Short-term Volatility Leaders

As the core driver of AI programming, companies in this layer focus on algorithm development, model training, and industry adaptation. They are the most attention-grabbing and highly elastic in the short term. Key targets include: iTechTech (300496), leveraging AI algorithms for smart terminals and applying AI programming in smart cars and humanoid robots; StarQ (300608), specializing in communication AI algorithms and industry-specific programming solutions; ZeroPoint Data (301169), focusing on data intelligence algorithms and AI application deployment.

However, this layer is also the main area for short-term speculative trading by quant funds, with significant stock price swings. For example, StarQ often maintains high daily turnover rates, with short-term rises and falls heavily influenced by high-frequency trading, leading to patterns like “morning surge and evening retreat,” demanding high timing skills from T+1 investors. Therefore, chasing highs is risky. A recommended approach is “theme-driven + technical timing”—when favorable policies or model iterations are announced, buy on dips using moving averages, and sell based on volume signals the next day, with strict stop-loss and take-profit levels to avoid passive holding due to T+1 restrictions.

3. Infrastructure Support Layer: The “Vessels” of AI Programming, Defensive Allocation Preferred

AI deployment relies on computing power, data centers, and data operations—this layer acts as the “vascular system” ensuring smooth industry chain operation. Key targets include: CxData (300857), providing AIoT hardware and computing support; Yimikang (300249), focusing on data center temperature control and infrastructure; Nantian Information (000948), deploying financial IT infrastructure and AI adaptation; Xinju Network (605398), offering data operation and computing support services; Chuling Information (300250), providing data access and edge computing support.

These companies tend to have highly certain performance, e.g., Yimikang’s data center cooling business benefits from AI computing center construction, with stable demand; CxData’s AIoT hardware serves as the terminal carrier for AI applications, with sustainable growth. During market downturns, these targets show defensive characteristics—such as in February 2026, Nantian Information and Xinju Network experienced smaller declines than the broader market, making them preferred safe havens. For T+1 investors, this layer is suitable for core holdings, balancing portfolio risk with “gradual accumulation and long-term holding,” requiring minimal trading to benefit from long-term growth in computing demand.

4. Industry Solutions Layer: The “Implementation Scenarios” of AI Programming, Niche Track Opportunities

If the first three layers are “general technology,” then the industry solutions layer is where technology is applied to specific sectors. Companies here combine AI programming with industry-specific needs to create customized solutions, which are key to commercialization. Core targets include: Keda Guochuang (300520), focusing on AI programming and digital solutions for energy; Zhejiang NetSun (600797), deploying smart government and custom AI programming services; Jincai Huilian (002530), specializing in financial and tax industry AI solutions and digital transformation; Haoyun Technology (300448), deep in security industry AI and smart security solutions; Fantuo Shuchuang (301313), providing digital creative and AI visualization solutions; Henghua Technology (300365), focusing on power industry BIM and AI applications; Tianyi Ma (301178), offering smart city and AI solutions; Sanwei Tiandi (301159), specializing in quality inspection and data governance for AI programming.

Investment logic for this layer hinges on sector-specific prosperity—e.g., Jincai Huilian benefits from digital tax policies, Henghua from power industry digitization. These targets often see independent rallies driven by favorable industry policies. For T+1 investors, a “theme + wave trading” approach is suitable: track policy developments and order fulfillment in niche sectors, enter during positive expectations, and gradually exit after benefits are realized, avoiding long-term holding that risks industry cycle fluctuations. Strict position control is necessary to counteract short-term sell-offs by quant funds.

5. Comprehensive Technical Services Layer: The “Service Link” of AI Programming, Steady Allocation Recommended

This layer acts as the “service link” between AI technology and industry needs, providing diversified technical services to ensure AI deployment. Business often involves long-term service contracts, with stable performance. Key targets include: Entropy Tech (301330), focusing on biometric recognition and AI technical services; Pulutong (002769), offering supply chain and digital AI services; Qiming Information (002232), specializing in automotive IT and AI services; Zhongcheng Technology (920207), providing government and enterprise IT services and AI adaptation; Zhizhen Technology (003007), focusing on communication operations and AI technical support; Xiangyou Technology (600476), deploying postal industry IT and AI solutions.

These companies are less affected by short-term market fluctuations. For example, Zhizhen’s long-term contracts with telecom operators ensure stable cash flow; Xiangyou’s postal digitization benefits from ongoing digital transformation, supporting sustainable growth. For T+1 investors, this layer is ideal for conservative core holdings—“buying on dips and holding long-term”—requiring minimal trading, avoiding short-term disruptions from quant selling, and enjoying the long-term benefits of AI service-oriented models.

Quantitative Market AI Programming Deployment Strategies

In a quant-driven A-share market, AI programming as a high-growth mainline requires layered deployment to hedge volatility and capture trends. Development tools and platforms suit medium- to long-term value investing; AI models and algorithms are better for short-term swings; infrastructure support is ideal for defensive core holdings; industry solutions are suited for niche sector opportunities; comprehensive technical services are recommended for steady allocation. Investors should tailor their positions based on risk appetite and T+1 trading rules, strictly adhere to trading discipline, and aim for stable returns while avoiding the “harvesting traps” of quant funds.