10 departments including the central network information office issued the action plan for digital village development (2022-2025). The goal is to make important progress in the development of digital countryside by 2025. With the deepening popularization of 4G in rural areas and the innovative application of 5g, the digital transformation of agricultural production and operation has been significantly accelerated, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) construction has achieved preliminary results, and a number of rural e-commerce product brands with loud, excellent quality and distinctive characteristics have been cultivated. The rural network culture has prospered and developed, and the rural digital governance system has been improved day by day. The action plan deploys key actions in eight areas. The first is the upgrading of digital infrastructure, the second is Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) innovative development, the third is the development of new business forms and new models, the fourth is the improvement of digital governance ability, the fifth is the revitalization of rural network culture, the sixth is the building of smart green countryside, the seventh is the improvement of public service efficiency, and the eighth is the expansion and deepening of network assistance.
Minsheng Securities pointed out that the action plan has deployed 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 adapted 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.
Minsheng Securities believes that according to this policy, the future digital village construction will focus on 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.
