Event: figma is being closed to companies on the US sanctions list. Figma is an online interface design collaboration tool developed by US companies, which has been trusted by designers after entering China. This means that companies on the sanctions list will not be able to continue to use figma software, and cloud files cannot be downloaded immediately for backup, which has caused a major blow to the creation and operation of Chinese enterprises.
Domestic software responds quickly and provides alternatives. After the incident, many domestic design software, such as pixso ( Wondershare Technology Group Co.Ltd(300624) investment incubation), real-time design, mastergo, etc., have put forward alternative schemes to support the import of figma files and the editing function after import, so as to help enterprises tide over the difficulties. For example, pixso is committed to realizing the seamless replacement of figma functions. It can provide perfect enterprise privatization deployment services and enterprise account access, covering all core functions of prototype design, UI / UX design and design delivery. It has excellent performance and stability. At present, it supports the import of mainstream file formats such as figma and sketch.
Based on the digital economy, the promotion of information innovation is in full swing. In the context of the "digital economy" strategy, the importance of national "information security" has further increased, especially in key areas such as government, energy, power and finance. There is an obvious trend of localization and substitution of IT systems. At present, it localization in the industry represented by finance is accelerating, the product technology requirements of the financial industry are high, and the pilot institutions and business scope are expanding, It indicates that the domestic technology ecology is gradually maturing, and the localization sector as a whole has entered the fast lane of development.
The external uncertainty intensifies, and the domestic alternative main line is further highlighted. With the increasing uncertainty of the external environment, the influence scope of sanctions and other factors continues to expand, and the necessity of domestic substitution is unprecedented. In the long run, the permeable space is not limited to the party and government and key industries, and it is imperative to penetrate into the civil market. The technology, products and services of domestic software and hardware manufacturers continue to polish and mature, ushering in development opportunities.
Investment suggestion: we continue to be optimistic about the main line of domestic substitution, and the road map of Party and government + industry information and innovation is relatively clear. At the same time, with the intensification of external uncertainty, domestic substitution in the enterprise market is also imperative, and the long-term development space of domestic basic software and hardware manufacturers will continue to open. Attention: Dawning Information Industry Co.Ltd(603019) , Wondershare Technology Group Co.Ltd(300624) , Beijing Vastdata Technology Co.Ltd(603138) , Digital China Group Co.Ltd(000034) .
Risk warning: the promotion of domestic substitution is not as expected; The demand of government, finance, telecommunications and other industries is lower than expected; The progress of product technology research and development is less than expected.
