[morning review]
In early trading, the three major indexes of A-Shares fluctuated slightly; The Shanghai Composite Index rose 0.23% to close at 3571.01; The Shenzhen Component Index fell 0.01% to close at 14808.03; The gem index fell 0.45% to close at 3487.66.
In terms of industry, shipbuilding, software services, electronic information, aerospace and instruments ranked first in terms of growth; Medical devices, biological products, brewing industry, chemical pharmaceuticals and energy metals led the decline. In terms of concept, the concept of digital currency led the two cities. In terms of capital, software services, semiconductors, electronic information, shipbuilding and engineering construction rank first in net inflow; The main net outflows of small metals, brewing industry, biological products, batteries and chemical pharmaceuticals ranked first. In terms of energy, as of the closing of the afternoon market, the total turnover of the two markets was 730.92 billion yuan.
[afternoon opportunity]
On 30 November, The Ministry of industry and information technology issued the development plan for the deep integration of informatization and industrialization in the 14th five year plan (hereinafter referred to as the “plan”) ）It is proposed that by 2025, informatization and industrialization will achieve integrated development in a wider range, deeper degree and higher level, the penetration of new generation information technology into various fields of manufacturing industry will be accelerated, the scope will be significantly expanded, the degree will be continuously deepened, the quality will be greatly improved, the pace of digital transformation of manufacturing industry will be significantly accelerated, and the national integrated development index of industrialization and industrialization will reach 105. The digital popularization rate of enterprise operation and management has reached 80%, and the enterprise form has accelerated the transformation to flat, platform and ecology. The popularity of digital R & D and design tools has reached 85%, and platform design has been popularized on a large scale. The NC rate of key processes reaches 68%, and the networked, intelligent and personalized production mode has been deeply applied in key fields.
In addition, the plan also proposes to tackle key cutting-edge technologies such as artificial intelligence, blockchain and digital twin, break through the bottleneck of core technologies such as core electronic components and basic software, and accelerate the process of digital industrialization. Through product testing, marketization and industrialization, accelerate the cultivation, development and growth of integrated support industries such as industrial chips, intelligent sensors, industrial control systems and industrial software, and enhance the basic support capacity of industry. Cultivate new intelligent products such as industrial intelligent hardware, intelligent Siasun Robot&Automation Co.Ltd(300024) , intelligent networked vehicles, intelligent ships, UAVs, intelligent wearable devices and smart homes. Develop scenario applications based on intelligent products, accelerate the application and promotion of intelligent products in key industries such as industry, transportation, medical treatment, education, national defense science and industry, health and elderly care, and provide services to support industrial transformation and upgrading and residents’ consumption upgrading. It is suggested to pay attention to investment opportunities in related industries.
