Event overview: on February 22, the CPC Central Committee and the State Council issued the opinions on doing a good job in the key work of comprehensively promoting rural revitalization in 2022.
Article 24 of the Opinions refers to vigorously promoting the construction of digital countryside.
According to the opinions, “Promoting Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) development, promoting the integration of information technology and agricultural machinery and agronomy, strengthening digital literacy and skills training for farmers, promoting rural public services with digital technology, and promoting” Internet plus government services “. Extend coverage to the countryside. Focus on solving practical problems. Expand agricultural / rural big data application scenarios. Accelerate the construction of digital village standardization, study and formulate the development evaluation index system, and continue to carry out digital village pilot projects. Strengthen the construction of rural information infrastructure. “
From the perspective of communication industry, we think there are three main benefit directions: platform construction and solutions; New infrastructure and informatization; Rural channels sink.
“Promote Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) development.” We believe that Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) is a new agricultural production mode and comprehensive solution that deeply integrates the new generation of information technology with agricultural decision-making, production, circulation and trading. On the one hand, it carries out the whole process tracking monitoring and management of agricultural production, and realizes the intelligent Shenzhen Agricultural Products Group Co.Ltd(000061) whole process processing with data-driven technology / capital / talents / materials. On the other hand, it opens up the connection channel between supply and demand and creates fast and efficient agricultural production and marketing. Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) is by no means the simple application of the new generation of information technology in agriculture, nor the accumulation of infrastructure. Platform construction and solution capability will become the focus, and the direct benefit target is [ Shenzhen Neoway Technology Co.Ltd(688159) ]. The company has independently developed an intelligent and open IOT cloud platform. Based on Lora networking technology, the company can provide customers with all-round Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) solutions through gateway equipment with edge computing capability and access to a variety of sensors.
“Digital technology can empower rural public services and promote” Internet plus government services “. Extend coverage to the countryside. Expand agricultural / rural big data application scenarios. Strengthen the construction of rural information infrastructure. ” Digitization is the key to Rural Revitalization and high-quality agricultural development. Agriculture is a weak link in industrial digitization. Rural Revitalization infrastructure is the first. We believe that new infrastructure and informatization are the second largest beneficiary direction, and the main equipment companies are expected to benefit directly. The recommended targets are [ Unisplendour Corporation Limited(000938) ] and [ Zte Corporation(000063) ]. At the same time, the sales of network equipment to reach the countryside needs a good channel sinking ability, Unisplendour Corporation Limited(000938) has been deeply cultivated in the ICT field for many years, has extensive and stable channel resources, and has a sales network all over the country, which is expected to benefit from the construction of digital countryside.
Risk tip: the promotion of Rural Revitalization policy is not as expected; Local financial pressure.
