In 2021, the growth rate of the computer industry is at the middle and downstream level, and some directions are active
As of December 10, 2021, Computers during the year The (Shenwan) index fell by 0.86%, ranking 19th in all industries of Shenwan. Since 2020, due to the impact of covid-19 pneumonia epidemic, the payment capacity of downstream governments and enterprises has been affected to a certain extent, superimposed with Sino US trade disputes, and the business activities of some companies in the industry have been affected to varying degrees. Since 2021, new directions have been set for energy informatization, smart vehicles, data security and metauniverse It is now active and provides many investment opportunities.
With the vigorous development of new business forms of digital economy, investment opportunities continue to emerge under industrial reform
In the era of digital economy, science and technology are developing with each passing day. The rapid development of new generation information technologies such as cloud computing, 5g, artificial intelligence, big data, blockchain and metauniverse has brought profound changes to the development environment and industrial ecology of various industries, and the enterprise business model is constantly evolving. Looking forward to 2022, we believe that sub industries such as cloud computing and intelligent networked automobile are expected to make full use of the advantages of modern information technology, accelerate the change of business model, continuously enrich the content of products and services, and are expected to bring more investment opportunities to the capital market.
The “14th five year plan” leads the industrial development, and the high scenery of the subdivided track is expected to continue
On November 30, the Ministry of industry and information technology issued three important policies, namely, the development plan of software and information technology service industry in the 14th five year plan, the development plan of big data industry in the 14th five year plan and the development plan of deep integration of informatization and industrialization in the 14th five year plan, which laid the main direction for the future development of China National Software And Service Company Limited(600536) and big data industry, and relevant companies are expected to usher in a broader development space. Looking forward to 2022, driven by policies, we believe that sub industries such as industrial software, network security and financial technology will maintain a high prosperity, which is expected to bring deterministic investment returns to investors.
Investment advice
Cloud Computing: Glodon Company Limited(002410) (the cost and construction business are progressing smoothly, and the design business is expected to become the third growth pole), Yonyou Network Technology Co.Ltd(600588) (enterprise software leader gathers cloud services, with strong certainty of high growth), Beijing Kingsoft Office Software Inc(688111) (Chengxin creates Dongfeng, and the domestic office software leader can continue to grow at a high speed), Beijing Shiji Information Technology Co.Ltd(002153) (the next generation of hotel cloud solutions help the company globalize and open a new growth path), Shanghai Baosight Software Co.Ltd(600845) (break through the bottleneck of core technology and start a new round of growth of the company with large PLC products);
Smart cars: Thunder Software Technology Co.Ltd(300496) (deeply cultivate the intelligent operating system and accelerate the layout of intelligent driving business), Autel Intelligent Technology Corp.Ltd(688208) (focus on the automotive aftermarket, and open a new space for “diagnosis, inspection, charging and storage” of new energy vehicles), Huizhou Desay Sv Automotive Co.Ltd(002920) (fully enable intelligent travel, and the domain controller has a significant first mover advantage);
Industrial software: Zhejiang Supcon Technology Co.Ltd(688777) (process industry leader, leading intelligent manufacturing, long-term sustainable growth can be expected), Beijing Longruan Technologies Inc(688078) (coal mine intelligent leader, benefiting from the high prospect of the industry);
Network security: Dbappsecurity Co.Ltd(688023) (focus on emerging security, forward-looking layout, privacy Computing), Sangfor Technologies Inc(300454) (enterprise network security leader, broad prospects for cloud business);
Financial technology: Hundsun Technologies Inc(600570) (benefiting from the reform and innovation needs of the financial market, improving the product line layout of the capital market), East Money Information Co.Ltd(300059) (scarce Internet platform, opening up new space for asset management business);
5g application: Hangzhou Arcvideo Technology Co.Ltd(688039) (master the core technology of video coding and transcoding and actively expand downstream applications).
Risk statement
Covid-19 recurrent pneumonia; Macroeconomic downturn, shrinking it budget of government and enterprise customers and reducing it investment; The development of intelligent automobile industry is lower than expected; Financial technology supervision is becoming stricter, and the progress of relevant IT investment is less than expected.
