Key investment points
Market review: last week (12.6-12.10), the computer industry (CITIC) index rose 0.74%, the Shanghai and Shenzhen 300 index rose 3.14%, and the gem index fell 0.34%.
Pay attention to the key investment opportunities for the improvement of asset securitization rate of state-owned enterprises, and pay attention to Gci Science & Technology Co.Ltd(002544) , Hebei Sinopack Electronic Technology Co.Ltd(003031) , Chengdu Spaceon Electronics Co.Ltd(002935) , Eastcompeace Technology Co.Ltd(002017) , etc. In addition, it also pays attention to other reform opportunities of state-owned enterprises such as China shipbuilding, such as Hubei Jiuzhiyang Infrared System Co.Ltd(300516) , Cssc Offshore & Marine Engineering (Group) Company Limited(600685) , Cssc Science & Technology Co.Ltd(600072) .
During the 14th Five Year Plan period, the integration of industrialization and industrialization was accelerated, and Yonyou Network Technology Co.Ltd(600588) and Inspur international ushered in a high light moment.
Digital economy is an economic form that uses data to promote the development of productivity. Digital economy, As an economic concept, the digital economy is the human through big data Identification, selection, filtering, storage and use of (digital knowledge and information) to guide and realize the rapid optimal allocation and regeneration of resources and realize high-quality economic development. Digital economy, as a concept with relatively broad connotation, can be included in any economic form that directly or indirectly uses data to guide resources to play a role and promote the development of productivity Into its scope. At the technical level, it includes emerging technologies such as big data, cloud computing, Internet of things, blockchain, artificial intelligence and 5g communication. At the application level, “new retail” and “new manufacturing” are typical representatives.
As an important infrastructure for the transformation of the digital economy, cloud computing is expected to benefit directly. Digital economy includes four perspectives: Digital industrialization, industrial digitization, digital governance and data value. With entering the mobile Internet era after 2013, China’s digital economy has entered a mature period, showing the characteristics of Internet-based traditional industries and the continuous emergence of Internet-based model innovation. At present, digital economy has become a major national strategy with high policy support. Overall, from 2005 to 2020, the scale of China’s digital economy grew rapidly from 2.6 trillion yuan to 39.2 trillion yuan, forming a huge market. However, the proportion of China’s digital economy in GDP still has great room for improvement. At the same time, the growth rate of China’s digital economy continues to operate at a high level, with a growth rate of 15.6% in 2019, much higher than the growth rate of 7.3% of GDP, reflecting the pulling effect of the digital economy on GDP. At present, industrial digitization occupies a leading position in the digital economy, accounting for 80.2% in 2019 from 49.1% in 2005. In the future, the digital economy will mainly focus on the two fields of digital industrialization and industrial digitization, which will bring broad development space to the software industry.
Related subjects of Digital Economy: Cloud Computing: Yonyou Network Technology Co.Ltd(600588) , Kingdee International, Beijing Kingsoft Office Software Inc(688111) , Glodon Company Limited(002410) , Inspur international, Beijing Shiji Information Technology Co.Ltd(002153) ; Medical information: Winning Health Technology Group Co.Ltd(300253) ; Industrial Internet: Zhejiang Supcon Technology Co.Ltd(688777) , Zwsoft Co.Ltd(Guangzhou)(688083) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) ; Network security: Dbappsecurity Co.Ltd(688023) , Qi An Xin Technology Group Inc(688561) , Venustech Group Inc(002439) , Trs Information Technology Co.Ltd(300229) , Xiamen Meiya Pico Information Co.Ltd(300188) , Nsfocus Technologies Group Co.Ltd(300369) , Westone Information Industry Inc(002268) , Koal Software Co.Ltd(603232) , Shenzhen Sinovatio Technology Co.Ltd(002912) ; Fintech: Hundsun Technologies Inc(600570) , Shenzhen Sunline Tech Co.Ltd(300348) , UFIDA finance.
Risk warning: the progress of information innovation and network security is lower than expected; Industry post cyclical; The epidemic risk is higher than expected
