Core view
Last week, large market capitalization companies in the computer sector performed relatively well, while small market capitalization and secondary new shares performed generally, showing a different style from those in previous weeks. The recent central economic work conference released the signal of fiscal power and steady growth, which helped to enhance investors’ confidence and attention to the fundamentals of the computer sector. From the perspective of investment direction, it is suggested to pay attention to the four directions of intelligent automobile, cloud computing, industrial software, energy and public utility intelligence.
The cloud computing field pays attention to the start of the quadratic growth curve of leading companies. From the business situation of tool SaaS companies, such as Beijing Kingsoft Office Software Inc(688111) , Glodon Company Limited(002410) , these enterprises are actively expanding customer base and product line. For example, Beijing Kingsoft Office Software Inc(688111) is trying to expand to b-end enterprises, while Glodon Company Limited(002410) is actively expanding construction, design and other businesses on the basis of cloud cost business. However, the new market has not yet reached the acceleration period. Industry solution enterprises, such as Winning Health Technology Group Co.Ltd(300253) , Hundsun Technologies Inc(600570) , Beijing Shiji Information Technology Co.Ltd(002153) , have just entered the promotion period of a new generation of products. Weining venex has promoted more than 100 hospitals, and Beijing Shiji Information Technology Co.Ltd(002153) SEP has been recognized by InterContinental Hotel Group.
The downstream demand for industrial software is good, and the domestic substitution trend is clear. Industrial software plays an increasingly important supporting role in the daily operation and digital transformation of the manufacturing industry. R & D Software benefits from the localization trend, while process monitoring and control software benefits from the digital transformation and upgrading of downstream customers. The whole industry has high prosperity and long-term growth. The upcoming listing of GuLun electronics and other companies is also expected to bring the market’s attention to industrial software.
Investment proposal and investment object
Intelligent automobile sector: it is recommended that Thunder Software Technology Co.Ltd(300496) (300496, buy) be the leader of automobile intellectualization, and Autel Intelligent Technology Corp.Ltd(688208) (688208, buy) is being laid out in the field of new energy and intellectualization from the automobile rear market.
Cloud Computing: recommend Winning Health Technology Group Co.Ltd(300253) (300253, buy), the leader in digital procurement Beijing United Information Technology Co.Ltd(603613) (603613, buy), focus on Shanghai Weaver Network Co.Ltd(603039) (603039, not rated), Beijing Shiji Information Technology Co.Ltd(002153) (002153, not rated), Beijing Kingsoft Office Software Inc(688111) (688111, overweight), Glodon Company Limited(002410) (002410, not rated), Yonyou Network Technology Co.Ltd(600588) (600588, buy).
Industrial software: investors are advised to pay attention to Anhui Ronds Science & Technology Incorporated Company(688768) (688768, not rated), machine vision solution provider Opt Machine Vision Tech Co.Ltd(688686) (688686, not rated) and industrial control leader Zhejiang Supcon Technology Co.Ltd(688777) (688777, buy).
In the field of intelligent energy and public utilities: it is recommended to recommend Zhejiang Heda Technology Co.Ltd(688296) (688296, buy), pay attention to Runa Smart Equipment Co.Ltd(301129) (301129, not rated), the leading enterprise in intelligent heating, and Hefei Gocom Information Technology Co.Ltd(688367) (688367, not rated).
Risk statement
The progress of automobile intellectualization is less than expected, the implementation of policies is less than expected, and the progress of R & D is less than expected.
