Accelerate the standardization of the digital economy and ensure the long-term and stable development of the industry. The notice on the digital economy development plan of the 14th five year plan issued by the State Council proposes to vigorously promote the development of the digital economy. It is expected that by 2025, the added value of the core industries of the digital economy will account for 10% of GDP, and the scale of software and information technology services will reach 14 trillion yuan. Focus on: 1) building data resource system; 2) Promote industrial digital transformation; 3) Improve the independent innovation of digital technology; 4) Integrating digital public services into life; 5) Improve the digital economy governance system in five aspects. The article “seeking truth” proposed to speed up the pace of legislation in digital economy and other fields is the further deepening of “improving the digital economy governance system”. We believe that on the one hand, this reflects China’s determination to develop the digital economy, and more relevant supporting and auxiliary policies are expected to be implemented in the future; On the other hand, the acceleration of industry legislation is expected to promote benign competition among enterprises in the industry and ensure the long-term and stable development of China’s digital economy.
Developing digital economy is China’s core strategy. It pays attention to the informatization of key industries and the implementation of AI + digital economy. The implementation and implementation of relevant policies reflect that China has placed a very high strategic position in expanding and strengthening the digital economy. We believe that the integration of informatization with data as the core element and real industry is the main starting point for the realization of digital economy, and focus on power informatization: power cleaning is the only way for “double carbon”, and informatization is the core of realizing clean energy access and efficient power consumption; Aerospace Informatization: the national spatial information infrastructure is gradually complete, relevant industrial companies are growing, and high-tech talents are gradually pouring into all links of the satellite industrial chain; Informatization of public utilities: the water price adjustment policy and “double carbon” related policies are driving water and heating enterprises to reduce costs and increase efficiency by means of informatization; Financial informatization: the development of digital RMB has brought changes to the banking system, and the ecological construction of digital RMB has brought the demand for Bank Informatization upgrading. On the other hand, the intelligence of data-based analysis and decision-making based on informatization is also an important part of digital economy. AI technology is accelerating its landing in many fields thanks to its excellent characteristics such as strong adaptability and high precision.
Suggested concern
Power informatization: Longshine Technology Group Co.Ltd(300682) , Ygsoft Inc(002063) , Nari Technology Co.Ltd(600406) , South Grid Technology and finance Informatization: Grg Banking Equipment Co.Ltd(002152) , Yusys Technologies Co.Ltd(300674) , Hundsun Technologies Inc(600570) , Digital China Information Service Company Ltd(000555) Aerospace Informatization: Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568)
AI: Iflytek Co.Ltd(002230) , Pci Technology Group Co.Ltd(600728)
Risk tips
1) the implementation of the policy is less than expected;
2) the breakthrough of information technology is less than expected;
3) the supply chain fluctuates greatly, affecting the development of science and technology enterprises.
