Weekly gathering of scientific and technological views (Part I)
In the past 2021, whether from the perspective of a country or a nation, we have experienced too many challenges and baptisms; But specific to China’s science and technology industry, it has experienced a sublimation from public opinion to spiritual level. We have seen how the leaders of Chinese science and technology enterprises break through the encirclement of Phoenix Nirvana. We have also seen that frontier technology companies such as quantum and AI have been sought after after after listing. We have also seen that science and technology, as the primary productivity, has been deeply rooted in the hearts of the people. Looking forward to the investment in the science and technology industry in 2022, we firmly believe that the landscape is still good, and new technologies represented by AI, Internet of things and space technology and new applications represented by metauniverse are surging!
How to view the future investment in science and technology industry, we suggest that it be divided into “hard” and “soft” areas:
1) “Hard” technology breakthrough: “hard” technology is the core technology of the underlying foundation. The breakthrough of “hard” science and technology will have an important impact on many fields. In the long run, it is related to the national economy and the people’s livelihood and the comprehensive competitiveness of the country in the future. For example, industrial Internet, AI, quantum technology, new energy, semiconductor, etc. For “hard” science and technology countries, we should encourage policy support and continuous training of talents. Even in the early stage of development, the government needs to personally guide and invest. From the perspective of profit model, it is more applicable to the top-down analysis of “tob”.
2) “Soft” technology breakthrough: “soft” technology is an application scenario and concept based on the underlying technology. Most of them are formed spontaneously by the market, which does not necessarily have a clear scope and meaning, but they are easier for the public to participate, naturally like to see and hear, and even indulge in them, and finally form a natural monopoly, such as the Internet, metauniverse, etc. For “soft” science and technology countries, we should guide them, follow up policies quickly and form norms, which is also a major opportunity to form the rise of IP representing national culture. From the perspective of profit model, it is more applicable to the bottom-up analysis of “TOC”.
With the new generation of information technology, “specialization and innovation” has become the focus of resource allocation, both “hard” and “soft” technologies contain rich structural opportunities in 2022 “Hard” technology promotes social progress from the bottom, and “soft” technology catalyzes the birth of market application. We are full of confidence in the major investment opportunities given by this era, Huaan Securities Co.Ltd(600909) strategic science and technology research team will also deeply explore industries and prompt investment opportunities around this main line.
Investment advice
Smart car: Thunder Software Technology Co.Ltd(300496) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Autel Intelligent Technology Corp.Ltd(688208) , Streamax Technology Co.Ltd(002970) , China Transinfo Technology Co.Ltd(002373) ; Industrial software: Zwsoft Co.Ltd(Guangzhou)(688083) , Shanghai Hollywave Electronic System Co.Ltd(688682) , Zhejiang Supcon Technology Co.Ltd(688777) , Yonyou Network Technology Co.Ltd(600588) , Shanghai Baosight Software Co.Ltd(600845) ; Artificial intelligence: Iflytek Co.Ltd(002230) , Zhejiang Dahua Technology Co.Ltd(002236) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Arcsoft Corporation Limited(688088) , Opt Machine Vision Tech Co.Ltd(688686) ; Network security and information creation: Qi An Xin Technology Group Inc(688561) – u, Dbappsecurity Co.Ltd(688023) , Sangfor Technologies Inc(300454) , Venustech Group Inc(002439) .
Risk statement
1) The epidemic situation intensifies and reduces the expenditure of enterprise informatization;
2) Fiscal and monetary policies are lower than expected;
3) The supply chain fluctuation increases, affecting the development of science and technology industry.
