Last week, the sector fell slightly, the main line of financial technology was more callback, and there were relative gains in the fields of Eastern data and Western computing, military informatization and so on. In the past week, companies have disclosed the 2021 performance express. From the disclosure, most companies meet the previous forecast and market expectations. We believe that the future market will focus on the policy and the expectation of the first quarterly report.
The two sessions will be held next week. We believe that the market attention will focus on policy expectations. According to the relevant reports on the government work report discussed at the Politburo meeting on February 25, steady growth, innovation driven development strategy, new urbanization and green and low-carbon development are the key words. We believe that “new urban construction it”, “Xinchuang” “Dual carbon it” is expected to get policy catalysis during the two sessions and become a hot spot in the market.
The progress of industry information innovation is worth looking forward to: from the perspective of industry information innovation, financial information innovation will expand in 2022, and domestic middleware, domestic database, domestic server CPU and server operating system have also experienced the practice experience of pilot in key industries in the past two years, which is expected to achieve higher penetration in key industries. On the whole, The whole information and innovation industry is expected to usher in a new business cycle.
“New urban construction it” is not only a steady growth, but also a support for optimizing people’s Livelihood: traditional urban construction focuses on infrastructure. Under the background that urbanization has reached a certain proportion and the requirements of urban fine management and services are constantly improving, the intellectualization of urban infrastructure is becoming the focus of the next step. We believe that leakage control in the water industry and intelligent energy-saving transformation in the heating industry are important components of “new urban construction”, and relevant companies are expected to accelerate their development.
The valuation of “dual carbon it” is low: dual carbon is an important strategy and direction of the country in the coming decades. Driven by this, the energy and power intelligent industry is ushering in a turning point of development. The construction of smart mines continues to accelerate, the power industry moves towards a new power system, and the leading enterprises in relevant industries will enter a period of accelerated growth.
Industrial digitization is expected to accelerate: technologies such as Internet, cloud computing, big data and artificial intelligence are accelerating the integration with various industries to help customers in downstream industries reduce costs, improve quality and efficiency, and even build a platform and ecological development model. We believe that under the background of accelerating the development of digital economy, industrial Internet platform companies deserve attention.
Investment proposal and investment object
It is suggested to pay attention to leading enterprises in various sub sectors of Xinchuang: digital office leader: Beijing Kingsoft Office Software Inc(688111) ( Beijing Kingsoft Office Software Inc(688111) , increased holdings); Xinchuang server and Ecology: it is recommended to pay attention to domestic x86 ecological development opportunities, China Greatwall Technology Group Co.Ltd(000066) ( China Greatwall Technology Group Co.Ltd(000066) , not rated), and Digital China Group Co.Ltd(000034) ( Digital China Group Co.Ltd(000034) , not rated). OA system: Shanghai Weaver Network Co.Ltd(603039) ( Shanghai Weaver Network Co.Ltd(603039) , not rated), Beijing Seeyon Internet Software Corp(688369) ( Beijing Seeyon Internet Software Corp(688369) , not rated); Domestic database: Beijing Vastdata Technology Co.Ltd(603138) ( Beijing Vastdata Technology Co.Ltd(603138) , not rated); Financial information creation integrator and banking software platform: Digital China Information Service Company Ltd(000555) ( Digital China Information Service Company Ltd(000555) , buy), Shenzhen Sunline Tech Co.Ltd(300348) ( Shenzhen Sunline Tech Co.Ltd(300348) , not rated). In the IT field of new urban construction, the leader of intelligent water supply Zhejiang Heda Technology Co.Ltd(688296) ( Zhejiang Heda Technology Co.Ltd(688296) , buy) is recommended. It is recommended to pay attention to the leading enterprise of intelligent heating Runa Smart Equipment Co.Ltd(301129) ( Runa Smart Equipment Co.Ltd(301129) , not rated). Dual carbon IT field: it is recommended to pay attention to Hefei Gocom Information Technology Co.Ltd(688367) ( Hefei Gocom Information Technology Co.Ltd(688367) , not rated) of coal mine intelligent participants and Ygsoft Inc(002063) ( Ygsoft Inc(002063) , not rated) of power information manufacturers. Industry digitization direction: recommend the leader of digital procurement Beijing United Information Technology Co.Ltd(603613) ( Beijing United Information Technology Co.Ltd(603613) , buy), and the leader of ERP Yonyou Network Technology Co.Ltd(600588) ( Yonyou Network Technology Co.Ltd(600588) , buy).
Risk tips
The implementation of industrial policies was less than expected, and the external international situation changed
