On November 30, the Ministry of industry and information technology issued the development plan for the deep integration of informatization and industrialization in the 14th five year plan, the development plan for software and information technology service industry in the 14th five year plan and the development plan for big data industry in the 14th five year plan. According to these plans, by 2025, the business income of China’s software enterprises above Designated Size will exceed 14 trillion yuan, and the estimated scale of big data industry will exceed 3 trillion yuan.
In addition to the goal of scale, the above plan also proposes to break through some key technologies and put forward higher quality development requirements for the development of software industry and big data industry.
Driven by favorable policies, today’s A-share software information sector performed brilliantly, Merit Interactive Co.Ltd(300766) , Surfilter Network Technology Co.Ltd(300311) , Beijing Teamsun Technology Co.Ltd(600410) , Neusoft Corporation(600718) , Aisino Corporation(600271) and other stocks rose by the limit.
development plan for deep integration of informatization and industrialization in the 14th five year plan
The 14th five year plan for the development of deep integration of informatization and industrialization clearly stipulates that by 2025, informatization and industrialization will achieve integrated development in a wider range, deeper degree and higher level, the penetration of new generation information technology into all fields of manufacturing industry will be accelerated, the pace of digital transformation of manufacturing industry will be significantly accelerated, and the national integration development index of informatization and industrialization will reach 105, The digital popularization rate of enterprise operation and management reaches 80%, the popularization rate of digital R & D and design tools reaches 85%, the NC rate of key processes reaches 68%, and the popularization rate of industrial Internet platform reaches 45%.
Xie Shaofeng, director of the information technology development department of the Ministry of industry and information technology, introduced at a press conference on November 30 that by the end of October this year, the NC rate of key processes, the digital popularization rate of operation and management and the popularization rate of digital R & D and design tools of industrial enterprises in China had reached 54.6%, 69.8% and 74.2% respectively, an increase of 9.2%, 14.9 and 12.2 percentage points respectively since the 13th five year plan. From this point of view, the target of integration of industrialization and industrialization proposed in the 14th five year plan has increased significantly.
The plan proposes to implement key projects such as digital transformation of manufacturing industry, and promote the digital transformation of key industries such as raw materials, equipment manufacturing, consumer goods, electronic information, green manufacturing and safety production.
According to the China Securities News · China Securities Taurus reporter’s comprehensive research report of several securities companies, the following companies may benefit.
development plan for software and information technology service industry in the 14th five year plan
According to the “14th five year plan” for the development of software and information technology service industry, by 2025, the software business income of Enterprises above Designated Size will exceed 14 trillion yuan, with an average annual growth of more than 12%. The industrial structure has been further optimized and the comprehensive strength has reached a new level.
According to the data of the Ministry of industry and information technology, the revenue of China National Software And Service Company Limited(600536) and information technology service industry reached 816 million yuan in 2020, with an average annual growth rate of 13.8% during the 13th Five Year Plan period, and a number of excellent software enterprises were born. Huawei has entered the ranks of the top 100 best brands in the world, and its international influence has continued to improve; Among the top 30 global Internet enterprises in terms of market value, Chinese enterprises account for 10; Beijing Kingsoft Office Software Inc(688111) has a market value of more than 160 billion yuan, with 411 million monthly active users of WPS office software and more than 1 billion users worldwide.
It is worth noting that a particularly popular word “software definition” in recent years has also appeared in the plan, and is considered to be a new feature and new symbol of a new round of scientific and technological revolution and industrial change, and has become an important force driving future development.
According to the Ministry of industry and information technology, “software definition” expands the functions of products, changes the product value creation mode, endows enterprises with new capabilities, gives birth to new manufacturing modes such as platform design, personalized customization, networked collaboration, intelligent production, service extension and digital management, promotes the vigorous rise of platform economy and sharing economy, and has become the focus of production mode upgrading The transformation of production relations is an important engine for the development of new industries.
In order to fully release the innovation vitality and driving force of “software definition”, the plan has deployed the task of “deepening software definition” and set up a special action of “cultivating innovative application of” software definition “. The main contents include: first, build the “software definition” technical system. Vigorously support the theoretical and technical research on “software definition” and ubiquitous operating system platform, strengthen the docking of politics, industry, University, research and application, and build the core technology system of “software definition”. The second is to cultivate the innovative application ecology of “software definition”. Establish “software definition” solutions for typical industries such as electronic consumption, high-end equipment, intelligent networked vehicles and smart cities, organize pilot demonstrations, and explore the ecological development and operation mode of “software definition”.
The plan also specifically proposes to focus on breaking through industrial software. Develop and promote computer-aided design, simulation, calculation and other tool software, vigorously develop key industrial control software, and accelerate the industrialization deployment of high value-added operation, maintenance and operation management software. for the needs of major technical equipment such as CNC machine tools, integrated circuits, aerospace equipment and ships, as well as key fields such as new energy and intelligent networked vehicles, develop industry-specific industrial software, strengthen integration verification and form systematic service capability.
According to the China Securities News · China Securities Taurus reporter’s comprehensive research report of several securities companies, the following companies may benefit.
big data industry development plan in the 14th five year plan
Based on the target of 1 trillion yuan of industrial scale proposed in the 13th five year plan, the 14th five year plan for the development of big data industry proposes that the estimated scale of big data industry will exceed 3 trillion yuan by the end of 2025.
The plan indicates that we should speed up the cultivation of data element market and establish data element value system. It is necessary to formulate the value evaluation framework and evaluation guide of data elements, including the basic criteria, methods and evaluation process of value accounting. In areas with a good foundation for data management, such as the Internet, finance, communications and energy, we will carry out pilot value evaluation of data elements, summarize experience and carry out demonstration.
Improve the market rules of data elements. Promote the establishment of a market mechanism for data elements with market pricing and government supervision, and develop market operation systems such as data asset evaluation, registration and settlement, transaction matching and dispute arbitration. Cultivate a big data trading market, encourage enterprises of all types of ownership to participate in the construction of factor trading platform, and explore various forms of data trading modes.
In addition, the plan proposes to support enterprises to promote the collection of data in all links such as R & D, production, operation and service by upgrading information systems and deploying IOT sensing equipment. Carry out the survey of national data resources and draw the map of national data resources. establish a multi-level linkage national industrial basic database and industrial databases such as raw materials, equipment, consumer goods and electronic information to promote the comprehensive aggregation of industrial data.
According to the China Securities News · China Securities Taurus reporter’s comprehensive research report of several securities companies, the following companies may benefit.
(China Securities Journal)
