Computer sector: last week, the computer sector industry index rose 1.70%, while the gem index rose 0.76% over the same period. The performance of the sector was stronger than that of the GEM market. Among them, leisure services, national defense and military industry, light industry manufacturing and other sectors rose more. We are very optimistic about the future. We suggest to actively layout cloud computing, Internet of vehicles, industrial common networking, digital currency, network security and other fields. The performance in 2021 is relatively certain, and the growth targets mainly include Hundsun Technologies Inc(600570) , East Money Information Co.Ltd(300059) , Thunder Software Technology Co.Ltd(300496) , medical it, Shanghai Baosight Software Co.Ltd(600845) . On the other hand, it is the industry leader with high degree of certainty in the industry in the next two years. It is suggested to focus on the subject of information innovation, information security, cloud computing, medical it and so on.
[the central network security and Information Technology Commission printed and distributed the 14th five year plan for national informatization] on December 27, the central network security and Information Technology Commission printed and distributed the 14th five year plan for national informatization. By 2025, decisive progress will be made in the construction of Digital China, and the development level of informatization will rise sharply. The digital infrastructure system is more complete, the digital technology innovation system is basically formed, the quality and benefits of digital economic development have reached the world leading level, the construction of digital society has been steadily promoted, the construction level of digital government has been comprehensively improved, the guarantee ability of digital people’s livelihood has been significantly enhanced, and the digital development environment is becoming more and more perfect.
[the Ministry of industry and information technology and other eight departments jointly issued the intelligent manufacturing development plan in the 14th five year plan] on December 28, the Ministry of industry and information technology and other eight departments jointly issued the intelligent manufacturing development plan in the 14th five year plan. The plan proposes that by 2025, most manufacturing enterprises above Designated Size will realize digitization and networking, and key enterprises in key industries will initially apply intellectualization; By 2035, manufacturing enterprises above Designated Size will fully popularize digital networking, and backbone enterprises in key industries will basically realize intellectualization. Among them, the specific objectives by 2025 are: remarkable achievements in transformation and upgrading, and 70% of manufacturing enterprises above Designated Size basically realize digitization and networking; The supply capacity was significantly enhanced, and the market satisfaction rates of intelligent manufacturing equipment and industrial software exceeded 70% and 50% respectively; More than 200 national and industrial standards have been formulated and revised, and more than 120 industrial Internet platforms with industrial and regional influence have been built.
[the Ministry of industry and information technology and other 15 departments jointly issued the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan] on December 28, the Ministry of industry and information technology and other 15 departments jointly issued the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) industrial development plan. The plan proposes that by 2025, China will become the source of global Siasun Robot&Automation Co.Ltd(300024) technological innovation, the gathering place of high-end manufacturing and a new highland of integrated application. During the 14th Five Year Plan period, breakthroughs will be made in a number of Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products, the comprehensive indicators of the whole machine will reach the international advanced level, and the performance and reliability of key parts will reach the international level of similar products; The average annual growth rate of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue exceeds 20%; A number of leading enterprises with international competitiveness and a large number of specialized and new “little giant” enterprises with strong innovation ability and good growth will be formed, and three to five industrial clusters with international influence will be built.
