Market review:
During the reporting period, the computer industry outperformed the market, with the computer industry rising by 1.25%, the Shanghai and Shenzhen 300 index rising by 1.10%, and the computer industry index outperformed by 0.15pct, ranking 17th among the 31 industries of Shenwan level.
From the beginning of 2021 to the end of the reporting period, the computer industry rose by 0.34%, the CSI 300 index fell by 4.92%, and the computer industry outperformed by 5.26pct. From the perspective of Shenwan’s secondary subdivided industries, it service and computer equipment industries performed well, with a cumulative increase of 1.98% and 1.39% respectively in 2021; The software development industry performed poorly, with a cumulative decline of 2.29% in 2021.
Key information:
The 11th energy enterprise informatization conference was held in Beijing
Alibaba cloud won four global firsts
IDC: in the first half of 2021, China’s cloud operation service market accelerated growth
IDC announces the latest data of 2021q3 global server market
This week’s view:
Recently, the 11th energy enterprise informatization conference, led by the 14th five year plan and with the theme of “digital driven transformation and development and innovation leading energy change”, was held in Beijing to promote the development of energy digitization. Informatization of the energy industry is an important link to promote the timely realization of the goals of carbon peak and carbon neutralization. Energy enterprises should deepen the integration of modern information technologies such as Internet, big data and artificial intelligence with all links of daily production, operation and management, break the information island, realize the efficient allocation of resources, and build a safe, controllable, green, low-carbon, efficient, agile and interconnected intelligent power Comprehensive energy information infrastructure such as intelligent coal mine and intelligent oil and gas. Energy informatization is the outlet under the guidance of carbon neutralization policy, and the prosperity is expected to continue to rise. It is recommended that investors pay long-term attention to leading enterprises in the field of energy it.
Risk tips:
Market fluctuation risk; The development speed of cutting-edge technologies such as artificial intelligence, big data, cloud computing and blockchain is lower than expected.
