On March 5, the fifth session of the 13th National People's Congress heard Premier Li Keqiang's report on government work (hereinafter referred to as the "report").
Orientation: innovation and science and technology are the key achievements at this stage. Among the key points of 2021 work reviewed in the report, the second one closely following economic development is the enhancement of innovation ability, the growth of strategic science and technology and the progress of core technology.
Environment 1: good financial growth is the basis of computer to-g business. In 2021, the fiscal revenue exceeded 20 trillion (+ 10.7%); It is expected to continue to grow this year. Combined with the balance profits of specific institutions, stability adjustment funds and other factors, the available financial resources will increase significantly, and the scale of expenditure will expand by more than 2 trillion yuan (+ 8.1%) over last year. Therefore, the growth rate of budget oriented computer business types has a bottom line.
General environment 2: scientific and technological innovation is only strong but not weak. The report clearly mentioned "promoting scientific and technological innovation, promoting industrial optimization and upgrading, breaking through supply constraints and blocking points, and relying on innovation to improve the quality of development". Looking back on 2021, when the central level expenditure continued to grow negatively, we focused on ensuring science and technology expenditure, and increased support for basic research, tackling key core technologies and building national strategic science and technology forces. The expenditure on basic research at the central level was 72.09 billion (+ 15.3%). We expect that the strong chain and supplementary chain around the science and technology industry chain mentioned many times in local policies will be the focus of development to implement the corresponding objectives.
Environment 3: digital economy is only more and more. The report also mentioned "promoting the development of digital economy and strengthening the overall layout of Digital China Construction", specifically pointed out that "building digital information infrastructure, promoting 5g large-scale application, promoting industrial digital transformation, developing smart city and digital village", and continued the earlier policy content, For example, "accelerate the development of industrial Internet, cultivate and expand digital industries such as integrated circuits and artificial intelligence, and improve the innovation and supply capacity of key software and hardware technologies", and said "improve the governance of digital economy and release the potential of data elements". From the perspective of expression strength, the relevant contents of the digital economy paragraph have doubled for two consecutive years and become more directional.
Direction 1: People's livelihood investment tends to be high, and digital governance is popular. The central budget has invested 640 billion (+ 30 billion, compared with + 10 billion in 2021), which is more inclined to livelihood projects. Therefore, the investment in medical treatment, transportation, education and other fields will drive the construction of software and hardware projects. Considering the needs of the government, digital governance based on e-government will become one of the primary ways to achieve, become more popular, and correspond to the objectives of digital economy and data elements.
Direction 2: industry informatization is promoted as usual. This year's tasks also include enhancing the core competitiveness of the manufacturing industry, orderly promoting double carbon work, supporting the consumption of new energy vehicles, adding and deducting R & D expenses, etc. the driving role in the fields of industry, finance, energy and smart cars remains the same as before.
Suggestions: sort out the relevant targets as follows.
(1) domestic core software and hardware: Dawning Information Industry Co.Ltd(603019) , Beijing Zuojiang Technology Co.Ltd(300799) , Beijing Kingsoft Office Software Inc(688111) , Yonyou Network Technology Co.Ltd(600588) , medium
Kechuangda, Fujian Foxit Software Development Joint Stock Co.Ltd(688095) , Beijing Baolande Software Corporation(688058) , Beijing Tongtech Co.Ltd(300379) , China National Software And Service Company Limited(600536) , Talkweb Information System Co.Ltd(002261) , Digital China Group Co.Ltd(000034) ;
(2) e-government and digital village: Taiji Computer Corporation Limited(002368) , Yunnan Nantian Electronics Information Co.Ltd(000948) , Beijing Supermap Software Co.Ltd(300036) , Zhengyuan Geomatics Group Co.Ltd(688509) , Xiamen Meiya Pico Information Co.Ltd(300188) , Trs Information Technology Co.Ltd(300229) , Guangdong Tecsun Science & Technology Co.Ltd(002908) , Digital China Information Service Company Ltd(000555) ;
(3) the people's livelihood informatization (medical / education / transportation) and the people's livelihood informatization (medical / Education) in the people's livelihood informatization (the information on the people's livelihood in the people's livelihood in the information on the people's livelihood and the information on the people's livelihood ((Medical / education / transportation): (3) the people's livelihood and the people's livelihood in the people's livelihood in the information on the people's livelihood in the livelihood of the people's livelihood (medical / education / transport): 35353535\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\;
(4) network security: Westone Information Industry Inc(002268) , Venustech Group Inc(002439) , Sangfor Technologies Inc(300454) , Qi An Xin Technology Group Inc(688561) , Nsfocus Technologies Group Co.Ltd(300369) ; (5) It in energy, finance and other industries: Ygsoft Inc(002063) , Longshine Technology Group Co.Ltd(300682) , Shenzhen Sunline Tech Co.Ltd(300348) , Chutian Dragon Co.Ltd(003040)
\u3000\u3 China Vanke Co.Ltd(000002) 152 Shandong New Beiyang Information Technology Co.Ltd(002376) 。
Risk tip: macroeconomic downturn; The implementation of the policy is less than expected; The epidemic situation is repeated.
