Market review:
During the reporting period, the computer market declined significantly, the computer industry fell by 5.72%, the Shanghai and Shenzhen 300 index fell by 3.45%, and the computer industry index lost 2.27pct, ranking 16th among the 31 industries in Shenwan level.
From the beginning of 2022 to the end of the reporting period, the computer industry has fallen by 7.98%, the CSI 300 index has fallen by 7.27%, and the computer industry has lost 0.71pct. From the perspective of Shenwan’s secondary subdivided industries, the cumulative increase and decrease of T service, computer equipment and software development industries in 2022 were – 6.12%, 8.19% and – 9.08% respectively. The performance of the computer industry was poor.
Key information:
Ministry of industry and information technology: in 2021, China National Software And Service Company Limited(600536) industrial revenue was 9499.4 billion yuan, with a year-on-year increase of 17.7%
The Ministry of industry and information technology and the national development and Reform Commission jointly issued the notice on promoting cloud network integration and accelerating the construction of information infrastructure in small and medium-sized cities
Ten departments issued the action plan for digital village development (2022-2025)
The Winter Olympics has become an important opportunity for the pilot of digital RMB
This week’s view:
According to the statistics of the Ministry of industry and information technology, China’s software business revenue in 2021 was 9499.4 billion yuan, a year-on-year increase of 17.7%, reaching the highest growth rate of software business revenue in seven years, which is also the embodiment of the continuous deepening of digital transformation of the whole society. In the future, with the support of digital economy related policies in the 14th Five Year Plan period, the growth potential of China National Software And Service Company Limited(600536) industry will continue to be released. We are optimistic that the software business revenue will further grow at a high speed in 2022. In addition, the fast-growing segments of the software industry in 2021 are industrial software products and cloud services, big data, e-commerce platforms and other information technology services. It is recommended that investors pay long-term attention to the first tier high performing enterprises in relevant sectors.
Risk tips:
Market fluctuation risk; The development speed of cutting-edge technologies such as artificial intelligence, big data, cloud computing and blockchain is lower than expected; The promotion of relevant policies was less than expected.
