We believe that the multiple factors of economic cycle + technological innovation cycle + monetary policy expectation will promote the relatively certain growth of the computer industry in 2022 β Market, it is suggested to focus on the following main lines:
1. Energy it: under the background of the “double carbon” policy and the vigorous development of new energy industry, the energy Internet system has ushered in major development opportunities. The incremental space is reflected in three parts: 1. Firstly, the structure of energy system will be transformed into centralized and distributed coordination, and the distributed structure will produce huge incremental development space in the evolution trend of energy Internet. 2. We are optimistic about the construction needs of three key links in the distributed structure of energy system: energy storage (energy storage system), microgrid and virtual power plant; 2. The new power system needs the digital transformation of the power grid. We are optimistic about the growth of intelligent sensing, platform and terminal applications of the Internet of things in the construction of digital power grid, as well as the growth of the demand for smart power operation, maintenance and monitoring; 3. The development of energy management services, urban charging stations, smart parks and other operation services.
2、 Metauniverse: metauniverse is based on network transmission reform (5g) + interactive mode reform (VR / AR) + computing power reform (AI chips such as GPU) + content ecology The new generation of large traffic generated by (UGC) covers the Internet form of aiot. From 1g / 2G / 3G / 4G to 5g / 6G, from PC Internet, mobile Internet to metauniverse, each generation of Internet reform can bring a new round of technical dividend release, and give birth to new computing leaders (such as Intel, Gaotong), algorithm leaders (such as Microsoft, Google, byte interaction) and terminal leaders (such as Nokia and apple) and the corresponding business forms. At this time, we focus on the progress and investment opportunities of cloud computing and AI chips supported by meta universe computing power.
3. Pan security: Security overweight, “Xinchuang” ecology accelerates iteration, Basic software (including industrial software) benefits the most. Recently, the Ministry of industry and information technology intensively issued relevant documents, pointing out that “the 14th five year plan” The period will focus on the software industry chain and focus on three aspects: first, stabilize the upstream and consolidate the basic software strength upstream of the industrial chain such as development environment and tools. Second, attack the middle reaches and improve the software level of the middle reaches of the industrial chain such as industrial software, application software, platform software and embedded software. Third, optimize the downstream and increase the supply of information technology service products downstream of the industrial chain. First, the industrial base has been upgraded. Breakthroughs have been made in the supply of basic components, and the leading role of standards has been significantly enhanced; Second, the industrial chain has reached a new level, the weaknesses of the industrial chain have been effectively solved, and the supply capacity of basic software, industrial software and other key software has been significantly improved, Focus on basic software (operating system, database, middleware, etc.) and focus on breaking through industrial software (including R & D and design software such as CAD / CAE / EDA, as well as industrial control software such as PLC / DCS / SIS). By 2025, there will be more than 1 million industrial apps.
Investment suggestions: energy it related targets, It is recommended to pay attention to Longshine Technology Group Co.Ltd(300682) (Digital leader of energy on the power side), Beijing Forever Technology Co.Ltd(300365) (BIM software platform grid planning), State Grid Information&Communication Co.Ltd(600131) (cloud infrastructure and digital integrated services), Willfar Information Technology Co.Ltd(688100) (Internet of things for power), Beijing E-Techstar Co.Ltd(300513) (virtual power plant operation), Zhiyang Innovation Technology Co.Ltd(688191) (intelligent operation and maintenance system provider); it is recommended to pay attention to Inspur Electronic Information Industry Co.Ltd(000977) related to metauniverse (cloud computing and AI chip) (000977. SZ), Dawning Information Industry Co.Ltd(603019) (603019. SH), Rockchip Electronics Co.Ltd(603893) (603893. SH), Shanghai Baosight Software Co.Ltd(600845) (600845. SH), Yonyou Network Technology Co.Ltd(600588) (600588. SH), Beijing Kingsoft Office Software Inc(688111) (688111. SH), Glodon Company Limited(002410) (002410. SZ), Servyou Software Group Co.Ltd(603171) (603171. SH); pan security (covering network security, basic information creation software and industrial software), it is recommended to pay attention to Beijing Tongtech Co.Ltd(300379) (300379. SZ), Zhongfu Information Inc(300659) (300659. SZ), Sangfor Technologies Inc(300454) (300454. SZ), Dbappsecurity Co.Ltd(688023) (688023. SH), Qi An Xin Technology Group Inc(688561) (688561. SH), Zhejiang Supcon Technology Co.Ltd(688777) (688777. SH), Zwsoft Co.Ltd(Guangzhou)(688083) (688083. SH), etc.
Risk tip: the risk of intensified industry competition; The risk that the industrial development progress does not meet the expectations; Risks such as order delay caused by the epidemic; The risk of policy promotion failing to meet expectations.
