Market review: this week (12.20-12.24), the CSI 300 index fell 0.67% and the computer index fell 0.97%.
Zhou viewpoint: focus on grasping energy it investment opportunities
(1) The national energy work conference will be held in 2022, which puts forward new requirements for energy transformation and reform
On December 24, the 2022 national energy work conference was held in Beijing. Zhang Jianhua, Secretary of the Party group and director of the national energy administration, released seven key tasks for energy work in 2022: fully ensuring energy security, accelerating green and low-carbon development of energy, accelerating energy science and technology innovation, unswervingly deepening system and mechanism reform, improving energy regulatory efficiency, expanding international energy cooperation in an all-round way, and Solidly Promoting the comprehensive and strict governance of the party. Among them, energy security is the first of the seven tasks, solidly improve the power security and supply capacity, and strengthen the prediction and early warning of energy security operation. At the same time, we should accelerate the implementation of renewable energy substitution, improve the regulation capacity of the power system and optimize the national power grid pattern. We should also accelerate the application of 5g and blockchain in the field of energy and explore new models for the development of hydrogen energy and comprehensive intelligent energy services.
(2) In the context of carbon neutrality, both the energy supply side and the consumption side have ushered in greater IT construction opportunities
Firstly, on the energy supply side, the county's roof distributed photovoltaic and energy storage are developing rapidly. The introduction of BIM Technology into wind power and photovoltaic planning and design will greatly reduce uncertainty, increase power generation and lower operation and maintenance cost. Secondly, on the energy consumption side, electrification will become the key to achieve the "double carbon" goal. On the one hand, the efficient interconnection of multiple energy sources is realized through intelligent and digital means. On the other hand, provide more abundant and convenient energy services through the Internet. In addition, energy conservation and efficiency improvement of traditional energy is also an important direction.
(3) We believe that under the trend of carbon neutrality, energy it will usher in historic opportunities. The main directions include:
Energy Internet services: recommend Longshine Technology Group Co.Ltd(300682) , and benefit targets include Ygsoft Inc(002063) .
Distributed power grid transformation: Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) is recommended, and the beneficiary objects include Dongfang Electronics Co.Ltd(000682) , Nari Technology Co.Ltd(600406) ;
New energy BIM software + planning and Design: the beneficiary objects include Beijing Forever Technology Co.Ltd(300365) ;
Carbon reduction and energy saving in heating: recommended Runa Smart Equipment Co.Ltd(301129) , and the beneficiary targets include Huizhong Instrumentation Co.Ltd(300371) .
Investment suggestions:
(1) Cloud Computing: focus on Yonyou Network Technology Co.Ltd(600588) , Glodon Company Limited(002410) , Mingyuan cloud, Beijing Kingsoft Office Software Inc(688111) , Fujian Foxit Software Development Joint Stock Co.Ltd(688095) , Shanghai Weaver Network Co.Ltd(603039) , Beijing Seeyon Internet Software Corp(688369) , Wondershare Technology Group Co.Ltd(300624) , and other beneficial targets include Beijing Shiji Information Technology Co.Ltd(002153) , Inspur Electronic Information Industry Co.Ltd(000977) , Newcapec Electronics Co.Ltd(300248) .
(2) Military metauniverse: recommend Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Tricolor Technology Co.Ltd(603516) , Beijing Supermap Software Co.Ltd(300036) , and benefit targets include Wuhan Xingtu Xinke Electronics Co.Ltd(688081) .
(3) Intelligent Internet connected vehicles: recommend Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Beijing Tricolor Technology Co.Ltd(603516) , China Transinfo Technology Co.Ltd(002373) ; benefit targets include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) , etc.
(4) Network security: continue to focus on recommending Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Qi An Xin Technology Group Inc(688561) , Nsfocus Technologies Group Co.Ltd(300369) , Venustech Group Inc(002439) , Xiamen Meiya Pico Information Co.Ltd(300188) , Hangzhou Dptech Technologies Co.Ltd(300768) , Trs Information Technology Co.Ltd(300229) etc.; other beneficiaries include Topsec Technologies Group Inc(002212) , Westone Information Industry Inc(002268) , etc.
Risk tip: it expenditure of upstream industry is lower than expected; The epidemic situation affects the annual performance; Brain drain risk.
