The central network information office and other ministries and commissions have issued the action plan for digital village development (2022-2025), which plans to make important progress by 2025. On January 26, 2022, the central network information office and other ministries and commissions issued the action plan for digital village development (2022-2025) (hereinafter referred to as the action plan), proposing that important progress will be made in digital village development by 2025. The action plan makes deployment arrangements for the development of digital villages during the 14th Five Year Plan period, which is an important guide for all regions and departments to promote the work of digital villages. The action plan points out that important progress will be made in the development of digital countryside by 2025, and puts forward construction goals such as deepening the popularization of 4G in rural areas, innovative application of 5g, significantly accelerating the digital transformation of agricultural production and operation, and achieving preliminary results in Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) construction.
Construction direction: Based on infrastructure, develop industrial digitization, and pay attention to governance and public services. The action plan deploys eight key actions, which can be divided into several major directions: 1) digital infrastructure construction and upgrading, including encouraging the development of information terminals, technical products and mobile Internet application (APP) software that adapt to the characteristics of “agriculture, rural areas and farmers”, and constantly enriching the construction of “agriculture, rural areas and farmers” information terminals and service supply. 2) Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) construction, combining specific industries with digitalization, including the national agricultural and rural big data platform, the national digital agriculture and rural innovation center, the Internet plus Shenzhen Agricultural Products Group Co.Ltd(000061) project and so on. 3) Governance and public services: on the one hand, digital empowerment of rural governance, including the construction of “intelligent legal aid” in rural areas, public safety video image information system in rural areas, intelligent meteorological disaster early warning system, active release terminal coverage of emergency broadcasting, etc; On the other hand, use digital means to improve public service capacity, including the national primary and secondary school teachers’ information technology application capacity improvement project, county telemedicine network, financial technology enabled Rural Revitalization demonstration project, etc.
Investment suggestion: according to this policy, the construction of digital village in the future will focus on the key points of infrastructure, industrial digitization, governance and public service informatization. “All in one network” represents the sinking of government informatization from city to district and county, bringing large incremental market, and the first new point software; The new digital infrastructure of people’s livelihood has great potential. It is recommended to focus on Beijing Supermap Software Co.Ltd(300036) , Beijing Egova Co.Ltd(300075) , Cetc Digital Technology Co.Ltd(600850) in the field of grid management and digital pipe network, as well as Hangzhou Hikvision Digital Technology Co.Ltd(002415) and Zhejiang Dahua Technology Co.Ltd(002236) in the field of security. It is recommended to pay attention to Longshine Technology Group Co.Ltd(300682) , Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) in the field of smart charging and smart parking lot, as well as Beijing Forever Technology Co.Ltd(300365) , B-Soft Co.Ltd(300451) in the field of smart power grid and smart medical treatment.
Risk tip: the implementation of urban and rural informatization policies is less than expected, and the intensification of industry competition leads to the decline of gross profit margin.
