Market Review
This week (2.21-2.25), the CSI 300 index fell 1.67%, the SME board index rose 0.25%, the gem index rose 1.03%, and the computer (CITIC) sector fell 0.61%. The top five stocks in the sector were: Yimikang Tech.Group.Co.Ltd(300249) , Fujian Start Group Co.Ltd(600734) , Beijing Transtrue Technology Inc(002771) , Shanghai Lonyer Fuels Co.Ltd(603003) , diweixun.
Industry highlights
Tencent cloud and ICT Institute released the white paper on ultra low delay live broadcasting to promote the reduction of live broadcasting delay by more than 90%
CPC Central Committee and State Council: vigorously promote the construction of digital countryside
This week’s view
Welcome the dividend tide of digital economy and pay attention to the opportunities of new digital infrastructure. New policies in the field of digital economy such as digital village and real three-dimensional continue to be implemented, and new increments of digital economy continue to emerge. Under the tide of long-term construction of digital economy, the dividend of digital construction is expected to continue to be released, and domestic software manufacturers are expected to become the “pioneer” of Digital China.
Recommended directions: 1) the new digital infrastructure of people’s livelihood has great potential. It is recommended to focus on Beijing Supermap Software Co.Ltd(300036) , Beijing Egova Co.Ltd(300075) , and Hangzhou Hikvision Digital Technology Co.Ltd(002415) and Zhejiang Dahua Technology Co.Ltd(002236) , in the field of grid management and digital pipe network, and Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) , and Zhejiang Dahua Technology Co.Ltd(002236) . At the same time, it is suggested to pay attention to the field of smart charging pile and smart parking lot Longshine Technology Group Co.Ltd(300682) , Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) . 2) “All in one network” represents the sinking of government informatization from city to district and county, bringing large incremental market. It is recommended to recommend new software and pay attention to Fujian Boss Software Corp(300525) ; 3) In the field of enterprise digitization, Yonyou Network Technology Co.Ltd(600588) , which has the attributes of localization, cloud transformation and industrial Internet, is the first. It is suggested to pay attention to Ygsoft Inc(002063) , which is expected to benefit from the reform of e-commerce of State Grid; 4) In the field of industry information and innovation, Taiji Computer Corporation Limited(002368) , Beijing Vastdata Technology Co.Ltd(603138) , Dawning Information Industry Co.Ltd(603019) , Beijing Tongtech Co.Ltd(300379) , it is recommended to focus on Talkweb Information System Co.Ltd(002261) , Troy Information Technology Co.Ltd(300366) , Digital China Group Co.Ltd(000034) .
Risk warning: digital construction is restricted by downstream expenditure, and the relevant construction progress is uncertain; The release rhythm of construction and operation demand in subdivided areas is lower than expected.
