Market review: this week (2022.2.7-2022.2.11), the CSI 300 index rose 0.82% and the computer index rose 1.03%.
Zhou viewpoint: grasp the opportunity of industry letter
(1) the successful experience of the party and government’s Xinchuang has laid a good foundation for the promotion of industry Xinchuang
After product R & D and polishing in recent years, as the foundation of ICT industry, the domestic ecology of basic software and hardware, such as CPU, operating system, database, middleware and other basic software and hardware products, as well as office software, security software and hardware, OA and other application layer products, have gradually changed from available to easy to use. For example, in the field of CPU, many camps such as arm, x86 and MIPS have been formed; In the field of operating system, Kirin and UOS lead the development of the industry; In the field of database, NPC Jincang, Dameng and NTU GM are in a leading position; In the field of middleware, Beijing Tongtech Co.Ltd(300379) , Beijing Baolande Software Corporation(688058) leads. From 2019 to 2021, the development of Party and government information innovation promoted the improvement of domestic software and hardware ecology, and laid a good foundation for the development of industry information innovation.
(2) in 2022, industry Xinchuang is expected to enter the stage of comprehensive promotion
We believe that the industry information innovation in 2022 can be compared with the party and government information innovation in 2019. Finance, telecommunications and other industries have experienced early pilot and entered the stage of comprehensive promotion. The financial industry is considered to be the vanguard of industry information innovation. According to the bidding data published by caizhao.com, some banks have increased the procurement scale of PC, server and other hardware equipment based on domestic CPU since the second half of 2021. The prelude to the localization of key industries such as operators, energy, education, medical treatment and transportation will also be gradually opened to promote the prosperity of the industry’s information and innovation ecology.
(3) pay attention to high-quality companies that are expected to obtain outstanding shares in the field of industry information and innovation
Compared with the party and government Xinchuang, the industry Xinchuang requires higher performance. We suggest that we attach great importance to high-quality companies that are expected to obtain outstanding shares in the field of industry information and innovation, especially in the field of CPU, Dawning Information Industry Co.Ltd(603019) (haiguang information) and China Greatwall Technology Group Co.Ltd(000066) ; In the field of operating system, the beneficiaries include Archermind Technology (Nanjing) Co.Ltd(300598) , China National Software And Service Company Limited(600536) ; In the field of database, the beneficiaries include Beijing Vastdata Technology Co.Ltd(603138) , Taiji Computer Corporation Limited(002368) ; In the field of middleware, the beneficiaries include Beijing Tongtech Co.Ltd(300379) , Beijing Baolande Software Corporation(688058) ; In the field of office software, it is recommended Beijing Kingsoft Office Software Inc(688111) ; In the field of OA, Beijing Seeyon Internet Software Corp(688369) , Shanghai Weaver Network Co.Ltd(603039) are recommended.
Investment suggestions:
(1) industry Xinchuang: recommend Dawning Information Industry Co.Ltd(603019) , Beijing Kingsoft Office Software Inc(688111) , China Greatwall Technology Group Co.Ltd(000066) , Beijing Seeyon Internet Software Corp(688369) , Shanghai Weaver Network Co.Ltd(603039) , and benefit targets include Digital China Group Co.Ltd(000034) , Beijing Vastdata Technology Co.Ltd(603138) , Beijing Tongtech Co.Ltd(300379) , Beijing Baolande Software Corporation(688058) .
(2) financial it: recommend Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , Shenzhen Fortune Trend Technology Co.Ltd(688318) , and the beneficiary objects include Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) .
(3) industrial Internet: recommend Beijing United Information Technology Co.Ltd(603613) , Yonyou Network Technology Co.Ltd(600588) , Zhejiang Supcon Technology Co.Ltd(688777) , Zwsoft Co.Ltd(Guangzhou)(688083) , Glodon Company Limited(002410) , Beijing Kingsoft Office Software Inc(688111) , Inspur Electronic Information Industry Co.Ltd(000977) , Kingdee International, Digiwin Software Co.Ltd(300378) , Shanghai Baosight Software Co.Ltd(600845) , Guangzhou Sie Consulting Co.Ltd(300687) , Shenzhen Huaqiang Industry Co.Ltd(000062) , Longshine Technology Group Co.Ltd(300682) , etc.
(4) intelligent Internet connected vehicles: recommend Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Beijing Tricolor Technology Co.Ltd(603516) , China Transinfo Technology Co.Ltd(002373) , and benefit targets include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) .
(5) energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Runa Smart Equipment Co.Ltd(301129) , and benefit targets include Ygsoft Inc(002063) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) .
(6) military metauniverse: recommended Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Tricolor Technology Co.Ltd(603516) , Beijing Supermap Software Co.Ltd(300036) .
Risk warning: policy promotion is not as expected; It investment is less than expected; Industry competition intensifies.
