Many industries ushered in favorable policies.
Guizhou western development comprehensive reform demonstration zone is clear
Yesterday, the State Council issued the opinions on supporting Guizhou to break a new path in the western development in the new era. The opinions pointed out that Guizhou should support Guizhou to break a new path in the western development in the new era, open a new Bureau in rural revitalization, seize new opportunities in the implementation of the digital economy strategy and make new achievements in the construction of ecological civilization. The opinions defines the strategic positioning of Guizhou’s western development and comprehensive reform demonstration area, the model area for consolidating and expanding poverty alleviation achievements, the new highland of inland open economy, the digital economy development and innovation area, and the leading area for the construction of ecological civilization.
The opinions mentioned that we should accelerate the construction of a modern industrial system led by the digital economy, which emphasizes supporting Guizhou in cultivating strategic emerging industries and accelerating the construction of R & D and production bases for new energy power batteries and materials. We should give full play to the advantages of Maotai Baijiu liquor origin and main producing areas in Chishui River Basin and build an important Baijiu production base in China. Promote the construction of national big data comprehensive experimental zone and Guiyang big data science and technology innovation city, and cultivate and expand emerging digital industries such as artificial intelligence, big data, blockchain and cloud computing. We will promote the development of the intensive processing industry of characteristic foods and traditional Chinese medicine, and support the inclusion of Guizhou Miao medicine and other national medicines that meet the requirements in the Pharmacopoeia of the people’s Republic of China.
According to the opinion, Guizhou’s digital economy, Chinese medicine, Baijiu and new energy battery sector is expected to usher in development. According to the statistics of securities times · databao, there are 33 listed companies in Guizhou Province in a shares, including 5, 4 and 4 stocks in traditional Chinese medicine, national defense and military industry and power equipment.
The stock market of Listed Companies in Guizhou Province in January was mainly retreated, with an average decline of 9.04%, and Guizhou Changzheng Tiancheng Holding Co.Ltd(600112) , Guizhou Xinbang Pharmaceutical Co.Ltd(002390) , Guizhou Yibai Pharmaceutical Co.Ltd(600594) , Guizhou Space Appliance Co.Ltd(002025) all retreated by more than 20%. In terms of valuation, the latest rolling P / E ratio of three shares is less than 10 times, including Bank Of Guiyang Co.Ltd(601997) , Gui Zhou Tyre Co.Ltd(000589) , Guizhou Transportation Planning Survey&Design Academe Co.Ltd(603458) .
cultivate a batch of to enter the meta universe
innovative small and medium-sized enterprises in emerging fields
Recently, the Ministry of industry and information technology held a press conference on supporting the development of small and medium-sized enterprises. At the press conference, it said that to cultivate a number of specialized and new small and medium-sized enterprises in digital industrialization, we should pay special attention to cultivating a number of “little giants” enterprises in industrial Internet, industrial software, network and data security, intelligent sensors and other professional fields, Cultivate a number of innovative small and medium-sized enterprises that enter emerging fields such as metauniverse, blockchain and artificial intelligence. This is also the first time that the central ministries and commissions mentioned the concept of meta universe.
Prior to this, several local governments have issued relevant policies to support the development of metauniverse. The 14th five year plan for the development of Shanghai’s electronic information manufacturing industry mentioned that Shanghai should make forward-looking deployment in the fields of quantum computing, third-generation semiconductors, 6G communication and metauniverse, and actively pay attention to and cultivate the development of metauniverse related technologies. Strengthen the forward-looking research and development of the underlying core technology and basic capabilities, and encourage the application of metauniverse in public services, business office, social entertainment, industrial manufacturing, safety production, video games and other fields. Zhejiang Province, Hainan Province, Jiangsu Province and other provinces and cities have issued corresponding supporting development policies or guidance to help the development of yuancosmic industry.
digital economy promotes the implementation of meta universe
The 14th five year plan for the development of digital economy is expected to promote the implementation of the yuan universe. According to the plan, digital infrastructure such as optical fiber network, IPv6, cloud network collaboration and computing network integration development will be optimized, upgraded and comprehensively promoted, so as to create a new intelligent infrastructure integrating intelligent computing power, general algorithms and development platforms, or provide important bottom-level technical support for the development of meta universe. metauniverse, as an important demand side with high computing power and high bandwidth, is expected to accelerate the landing process from the industrial economy.
It is mentioned in the plan to promote the integrated development of culture and tourism with digitization, accelerate the digital transformation and development of excellent cultural and tourism resources, and develop emerging cultural and tourism services such as online broadcasting, cloud exhibition and immersive experience. As an important application scenario of digital cultural tourism, with the progress of AR / VR and other virtual reality technologies, online ecology will be gradually enriched, and the ecological construction of VR content will gradually attract people’s attention.
According to the Research Report of open source securities, according to the meta universe conceptual framework of “virtual world integrated and symbiotic with the real world” generally recognized by the market, it is in the same vein with the digital economy. The policy planning for the digital economy may also provide strong support for the development of the meta universe, and the technological innovation, application landing and commercial realization of the meta universe may be realized step by step.
yuan universe concept stocks recently callback
Since the beginning of the year, there has been a certain correction in the concept stocks of the meta universe. According to the statistics of securities times · databao, 15 yuan universe concept stocks have retreated by more than 20% in total, including Mango Excellent Media Co.Ltd(300413) , Hengxin Shambala Culture Co.Ltd(300081) , Perfect World Co.Ltd(002624) with the largest retreating range, down 36.77%, 33.39% and 32.74% respectively.
Under the continuous correction, northbound funds have quietly distributed some concept stocks that are undervalued in the range. Statistics show that in January, a total of 20 yuan universe concept stocks obtained Beishang funds, with an increase in shareholding. Among them, Beijing Fengshangshiji Culture Media Co.Ltd(300860) was net bought by Beishang funds for five consecutive days, and Wondershare Technology Group Co.Ltd(300624) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , Beijing Philisense Technology Co.Ltd(300287) was net bought by Beishang funds for four consecutive days.
It is understood that the first winter ice and snow sports IP virtual concert “2022 Winter Olympic ice and snow theme Virtual Interactive Music Carnival – gathering night” created by Fengshang mutual entertainment, a wholly-owned subsidiary of Beijing Fengshangshiji Culture Media Co.Ltd(300860) , using mobile Internet information technology, will be broadcast live online on January 28, At present, the activity has been included in the “meet Beijing” Olympic Culture Festival and the 22nd “meet Beijing” International Art Festival.
According to the statistics of databao, at present, there are 29 yuan universe concept stocks, and the latest valuation is the most undervalued value this year. The latest valuation of Kunlun Tech Co.Ltd(300418) , Zhejiang Century Huatong Group Co.Ltd(002602) , Wuxi Boton Technology Co.Ltd(300031) is lower, all less than 20 times.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
