On November 30, the big data index rose by 2.52%, Merit Interactive Co.Ltd(300766) , Beijing Teamsun Technology Co.Ltd(600410) , Shenzhen Leaguer Co.Ltd(002243) , Aisino Corporation(600271) , Yunnan Nantian Electronics Information Co.Ltd(000948) , Qiming Information Technology Co.Ltd(002232) and other concept stocks rose by ; Xgd Inc(300130) , Huichen shares, Guangzhou Sie Consulting Co.Ltd(300687) , Bonree Data Technology Co.Ltd(688229) , Hand Enterprise Solutions Co.Ltd(300170) rose more than 10%.
On the news, on November 30, the Ministry of industry and information technology issued the big data industry development plan for the 14th five year plan. The plan proposes that by 2025, the estimated scale of the big data industry will exceed 3 trillion yuan, the average annual compound growth rate will be maintained at about 25%, and a modern big data industry system with strong innovation, high added value and self-control will be basically formed. The data element value evaluation system has been preliminarily established, the element price is determined by the market, the data flow is independent and orderly, the resource allocation is efficient and fair, a number of mature trading platforms have been cultivated, and the market mechanism has been basically formed; Breakthroughs have been made in key core technologies, the leading role of standards has been significantly enhanced, a number of high-quality big data open source projects have been formed, and the infrastructure such as storage, computing and transmission have reached the international advanced level.
According to the statistics of securities times · databao, the big data index has warmed up since November after hitting a phased low on October 28, with an increase of 11.91% in the month.
the average annual compound growth rate of China’s big data industry exceeds 30%
Big data is a collection of data. It is characterized by large capacity, many types, fast speed, accurate accuracy and high value. It has become an important factor of production; Big data industry is a strategic emerging industry focusing on data generation, collection, storage, processing, analysis and service, which is the key support to activate the potential of data elements. China has become the world’s second largest country for accepting relevant patents, accounting for nearly 20% of the world’s total; Meanwhile, the world’s largest optical fiber network and 4G network have been built, with more than 200 million 5g terminal connections, ranking first in the world.
It is estimated that during the 13th Five Year Plan period, the average annual compound growth rate of China’s big data industry exceeded 30% and exceeded 1 trillion yuan in 2020. Remarkable achievements have been made in development and gradually become an advantageous industry supporting economic and social development.
At present, China is accelerating the cultivation of data element market and promoting the release of data element value. Jiangsu, Guangdong and other places took the lead in exploring the market-oriented allocation of data elements; Shenzhen, Shanghai and Guizhou have also issued relevant data regulations. On March 31, Beijing international big data exchange was established; On November 25, the Shanghai data exchange was officially unveiled. But at the same time, some analysts said that the current phenomenon of “data barrier” in China is still obvious. Building a prosperous data exchange is only the first step. Accelerating the flow of more high-value data into the market is the key to promoting the industrialization of big data.
23 shares of institutional high concern sector
35 shares were increased by northbound funds
According to data treasure statistics, 23 stocks in the big data sector have recently attracted the attention of 10 or more institutions. Among them, Yonyou Network Technology Co.Ltd(600588) and Qi An Xin Technology Group Inc(688561) rating agencies have the largest number, with 31 and 30 respectively; Since then, 20 or more institutions have participated in the rating of Shanghai Baosight Software Co.Ltd(600845) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Venustech Group Inc(002439) and Hithink Royalflush Information Network Co.Ltd(300033) .
Judging from the difference between the latest price and the predicted target price, 44 shares have more than 20% room to rise. Linkage Software Co.Ltd(688588) , Shanghai Athub Co.Ltd(603881) , Linewell Software Co.Ltd(603636) , Addsino Co.Ltd(000547) ranked top, with rising space of 87.5%, 78.53%, 76.77% and 73.3% ; In addition, 11 stocks such as Shenzhen Sinovatio Technology Co.Ltd(002912) , Digital China Information Service Company Ltd(000555) have more than 50% room for rise.
In terms of capital, some concept stocks have been favored by leveraged funds or northbound funds in recent 10 days. As of the closing on November 29, 74 leveraged capital positions had been increased, of which the financing balance of 16 shares increased by more than 10%, with Beijing Highlander Digital Technology Co.Ltd(300065) , Hcr Co.Ltd(688500) , Tansun Technology Co.Ltd(300872) , Jiangsu Phoenix Publishing & Media Corporation Limited(601928) taking the lead, increasing by 33.97%, 28.58%, 28.36% and 20.88% respectively. There are 35 stocks that have been added to the north, with Zhejiang Furun Digital Technology Co.Ltd(600070) , Henan Thinker Automatic Equipment Co.Ltd(603508) and Beijing Watertek Information Technology Co.Ltd(300324) stocks with a larger range, with ranges of 161.36%, 145.93% and 62.73% respectively.
(data treasure)
