Market review: this week (3.7-3.11), the CSI 300 index fell 4.22% and the computer index fell 4.28%.
Zhou viewpoint: focus on the high boom sector of the first quarter report
(1) the overall revenue growth of the computer sector is faster than the profit growth
According to the data of the Ministry of industry and information technology, the revenue and profit growth of China National Software And Service Company Limited(600536) and information service industry in 2021 were 17.7% and 7.6% respectively (the growth rate in 2020 was 13.3% and 7.8%), and the revenue growth was faster than the profit growth. As of March 13, 2022, on March 13, 2022, the end of March 13, 2022, the computer sector has 65 companies in the computer sector. 65 companies in the computer sector have disclosed the results of the year in 2021. The fast report for the year in 2021. In terms of profit growth, eight of the eight companies that grew faster than 50%% ( Beijing Hanjian Heshan Pipeline Co.Ltd(603616) 13 \ ), the growth rate of 6 enterprises is between 30% - 50%, and that of 21 enterprises is between 0% - 30%. On the whole, the epidemic has had a certain impact on the industry's IT investment. At the same time, due to the rise of personnel recruitment costs and the growth of R & D investment, it has dragged down the growth of profits. Looking forward to 2022, we expect that the industry Xinchuang, intelligent Internet connected vehicles and other tracks will remain in high prosperity, and the first quarter report is expected to continue high growth. It is recommended to actively grasp it.
(2) continue to pay attention to the high prosperity track
Industry information innovation: since 2020, industry information innovation has entered a period of accelerated promotion, with the fastest progress in the fields of Party and government and finance. According to the statistics of zero one think tank, by the end of 2021, the implementation rates of the party, government and finance were 57.01% and 29.55% respectively. In 2022, the industry's information innovation is expected to accelerate, benefiting companies such as Dawning Information Industry Co.Ltd(603019) , Beijing Seeyon Internet Software Corp(688369) , Beijing Infosec Technologies Co.Ltd(688201) , Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) .
Intelligent networked vehicle: the penetration of "electrification, intelligence and networking" of vehicles is accelerated. With the reform of automotive electronic and electrical architecture, it will drive the reconstruction of industrial value chain, and the software companies represented by Thunder Software Technology Co.Ltd(300496) will fully benefit.
Yuancosmos of military industry: we continue to be optimistic about the development of remote sensing satellite applications during the 14th Five Year Plan period. In 2021, Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) revenue, profits and orders have achieved brilliant results, and are expected to continue in 2022.
Industrial Internet: Industrial Internet is an important tool to promote the digital transformation of industrial enterprises. Driven by policies, technology and external environment, China's industrial Internet will usher in a period of accelerated development.
Investment suggestions:
(1) an industry driven by an industry letter: an industry driven by a creative industry: an industry of industry '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' '' ''industry' '' '' '' '' '' '' ''industry' '' '' '' ''s faith: a recommendation to recommend ' Dawning Information Industry Co.Ltd(603019) 019' '' '''s recommendation for a recommendation for a ' Dawning Information Industry Co.Ltd(603019) 0199 \ etc.
(2) financial it: recommend Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , Shenzhen Fortune Trend Technology Co.Ltd(688318) , Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) , etc.
(3) industrial Internet: the Internet of the industry: the Internet of the industry: the Internet of the industry: the Internet of the industry: the recommendation: the recommendation: the recommendation of the ' Beijing United Information Technology Co.Ltd(603613) , Guangzhou Sie Consulting Co.Ltd(300687) , Shenzhen Huaqiang Industry Co.Ltd(000062) , Longshine Technology Group Co.Ltd(300682) , etc.
(4) 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) , and the beneficiaries include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) , etc.
(5) energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Runa Smart Equipment Co.Ltd(301129) , and benefit targets include Ygsoft Inc(002063) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) , etc.
(6) military metauniverse: recommended Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Tricolor Technology Co.Ltd(603516) , Beijing Supermap Software Co.Ltd(300036) .
Risk warning: policy promotion is not as expected; It investment is less than expected; Industry competition intensifies.
