The central network information office printed and distributed the National Informatization Plan for the 14th five year plan
On December 27, 2021, in order to implement the decision and deployment of the CPC Central Committee and the State Council, the central network information office, the national development and Reform Commission and relevant departments organized and prepared the National Informatization Plan for the 14th five year plan. The plan systematically planned the timetable, road map and mission statement for the construction of Digital China during the 14th Five Year Plan period, deployed 10 major tasks from 8 aspects, and established 17 key projects, such as the construction and application promotion of “intelligent network” facilities, the construction and application demonstration of three-dimensional network of air, earth and sea, and the digital transformation of manufacturing industry.
The Ministry of industry and information technology and other eight ministries and commissions jointly issued the intelligent manufacturing development plan during the 14th five year plan
On December 28, 2021, eight ministries and commissions, including the Ministry of industry and information technology, the national development and Reform Commission, the Ministry of education, the Ministry of science and technology and the Ministry of finance, jointly issued the intelligent manufacturing development plan for the 14th five year plan, focusing on the deep integration of new generation information technology and advanced manufacturing technology, and proposed that by 2025, 70% of manufacturing enterprises above Designated Size will basically realize digital networking, The satisfaction rate of industrial software market exceeds 50%, cultivate more than 150 system solution suppliers with high professional level and strong service ability, and build more than 120 industrial Internet platforms with industrial and regional influence.
The 14th five year plan for the development of Shanghai’s electronic information industry was issued
On December 30, 2021, the 14th five year plan for the development of Shanghai’s electronic information industry and two special plans for electronic information manufacturing, software and information service industry were released, aiming to accelerate the construction of Shanghai’s “3 + 6” new industrial system and create a high-end electronic information industrial cluster. The plan proposes that by 2025, the scale of Shanghai’s electronic information industry will exceed 2.2 trillion yuan, of which the income of software and information service industry will exceed 1.5 trillion yuan. In the field of software and information service, it emphasizes improving and strengthening basic software and focusing on the development of industrial software.
The intensive introduction of policies is systematic and targeted, which is conducive to the segmentation of multiple computer sectors
The relevant policies related to the computer sector issued at the end of 2021 have three characteristics: first, the policies are intensive and high specification. From the central office of Internet and information technology to the Ministry of industry and information technology to Shanghai, the policies are to implement the relevant instructions of the national “14th five year plan”, which has far-reaching guiding significance for the industrial development in the next five years; Second, emphasize systematic deployment. Informatization, intelligent manufacturing and electronic information industries based on computer related technologies and applications are systems engineering, which should be promoted in a coordinated manner from both sides of supply and demand, technical ecology, government, industry, University, research and application, etc; Third, problem orientation, combination of length and length and strong pertinence. China’s science and technology field not only faces many “neck sticking” problems, but also has many advantages and potential. It is in the key stage of self-reliance and self-improvement. We must start with the short board and the long board at the same time and develop from point to area. We believe that many subdivision directions focused and supported by the policy, including industrial software, intelligent networked vehicles, artificial intelligence industry applications, network security, digital finance, aerospace informatization, etc., cover the subdivision tracks with good growth in the computer sector in the next five years, and are also the subdivision fields we are optimistic about and focus on.
Suggested concern
Smart car: Huizhou Desay Sv Automotive Co.Ltd(002920) , Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Arcsoft Corporation Limited(688088) , Guangting information.
Industrial software: Zwsoft Co.Ltd(Guangzhou)(688083) , Zhejiang Supcon Technology Co.Ltd(688777) , Shanghai Baosight Software Co.Ltd(600845) , dingyang technology, Shanghai Hollywave Electronic System Co.Ltd(688682) .
Artificial intelligence: Iflytek Co.Ltd(002230) , Zhejiang Dahua Technology Co.Ltd(002236) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Opt Machine Vision Tech Co.Ltd(688686) , open vision technology.
Network security: Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Venustech Group Inc(002439) , Nsfocus Technologies Group Co.Ltd(300369) , Qi An Xin Technology Group Inc(688561) – U.
Risk tips:
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.
