1、 Event overview
The Shanghai Municipal Commission of economy and information technology issued the 14th five year plan for the development of Shanghai's electronic information industry. Focus on electronic information manufacturing, software and information services, cutting-edge and emerging fields, and formulate quantitative development goals. The plan points out that it is necessary to strengthen the forward-looking research and development of the basic ability of the underlying core technology of the meta universe.
2、 Analysis and judgment
Formulate quantitative development goals and build a trillion yuan electronic information industry cluster
The plan points out that by 2025, a world-class electronic information industry cluster with global influence and competitiveness will be preliminarily built. Strive to make the scale of Shanghai's electronic information industry exceed 2.2 trillion yuan, of which the income of software and information service industry exceeds 1.5 trillion yuan; Form a relatively complete industrial ecology, build 35 leading enterprises with an annual income of more than 10 billion yuan, 50 innovative manufacturing enterprises with independent innovation ability and leading technology in China, and 330 listed software and information service enterprises.
Focus on the development of three major fields and prospectively layout the underlying technology of the meta universe
In the field of electronic information manufacturing, with integrated circuits as the core guide, focus on chip design, manufacturing, packaging and testing, and equipment materials; Give priority to the development of next-generation communication equipment, new display, automotive electronics and other basic support fields, and vigorously promote terminal innovation in animal networking, intelligent sensing, ultra-high definition video, intelligent health and elderly care and other fields. In the field of software and information services, focus on the development of basic software, industrial software, industry software and platform software, promote the innovation of information service mode in the fields of collaborative office, digital entertainment, financial technology, business circulation and life services, and expand the network security industry. In cutting-edge and emerging fields, we are looking forward to the R & D of key technologies such as third-generation semiconductor, 6G communication, quantum computing and metauniverse. The plan points out that it is necessary to strengthen the forward-looking research and development of the basic ability of the underlying core technology of the meta universe, promote the development of new terminals that deepen perceptual interaction and the construction of systematic virtual content, and explore industrial applications. This is the first time that yuanuniverse has been written into the local "14th five year plan" industrial plan, reflecting the high attention paid by the policy. In addition, as the leader of China's regional economic development, Shanghai is the first to put forward planning and guidance for yuancosmos industry. Other provinces and cities may follow up in the future, and yuancosmos industrial chain is expected to usher in standardized and benign development.
3、 Investment advice
From entering the public's vision to being written into the 14th five year plan of Shanghai for the first time, the industrial trend is gradually clear. We believe that companies with first mover advantages on the flow and content side are expected to benefit from the core. It is recommended to focus on Zhongji Innolight Co.Ltd(300308) / Eoptolink Technology Inc.Ltd(300502) (optical module), Unisplendour Corporation Limited(000938) / Zte Corporation(000063) (ICT infrastructure), and it is recommended to focus on Hangzhou Anysoft Information Technology Co.Ltd(300571) (comprehensive layout of meta universe content + terminal).
4、 Risk tips:
The development and application of metacosmic technology fell short of expectations; Policy support was less than expected.
