Investment summary:
Event: in January, the central network information office and other 10 departments issued the action plan for digital village development (20222025) (hereinafter referred to as the action plan). On February 22, the CPC Central Committee and the State Council issued the opinions on doing a good job in the key work of comprehensively promoting rural revitalization in 2022 (hereinafter referred to as the opinions).
The eight actions and seven projects have defined the construction direction.
The action plan deploys key actions in eight areas. The first is the upgrading of digital infrastructure, the second is the Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) innovative development, the third is the development of new business forms and new models, the fourth is the improvement of digital governance capacity, the fifth is the revitalization of rural network culture, the sixth is the building of smart green countryside, the seventh is the improvement of public service efficiency, and the eighth is the expansion and deepening of network assistance.
The action plan also established seven key projects, including the digital transformation and upgrading of rural infrastructure, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) construction project, the optimization and upgrading of rural e-commerce, the building of rural digital governance system, the digital transformation of rural cultural facilities and contents, the digital management and improvement of rural ecology and human settlements, and the improvement of rural services for the benefit and convenience of the people, As an important starting point for the implementation of the above actions.
Market review:
The performance of the computer industry continued to improve last week. 2.21-2.25 the overall table exchange of the computer sector continued to improve, rising from 18th to 13th, with an increase or decrease of nearly 0%.
The hardware end of the top ten stocks in the computer industry continued to lead the rise. Last week, the top ten stocks of computers were divided. Hardware related manufacturers such as Dawning Information Industry Co.Ltd(603019) , Inspur Electronic Information Industry Co.Ltd(000977) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) and others led the rise. Thunder Software Technology Co.Ltd(300496) reflected the relatively good prosperity of smart car business, while other software manufacturers fell, showing a situation of “hard strength and weakness” as a whole.
The top ten gains in the computer sector spread to data center related companies. Among the top 10 stocks in the computer sector last week, in addition to the data center related companies represented by “counting East and counting West”, video security and smart city related companies were also added, indicating that there has been a certain structural differentiation in the market hot spots.
Investment strategy: relevant companies focusing on grass-roots governance, government affairs, public services and agricultural informatization are expected to benefit. It is suggested to pay attention to Essence Information Technology Co.Ltd(688555) ( Essence Information Technology Co.Ltd(688555) . SH), Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) ( Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) . SZ), Digital China Information Service Company Ltd(000555) ( Digital China Information Service Company Ltd(000555) . SZ).
Risk tips: policy implementation is less than expected, technology and actual construction implementation is less than expected, downstream demand risk, etc.
