Q: how to see the low growth rate of Kingdee cloud and sky?
A: as the main product of Kingdee cloud, the revenue growth of Kingdee cloud star sky in 21 years is only 24%, but if it is split, the growth rate of high-quality subscriptions (arrow) reaches 60.3%. We have reason to believe that the allocation of resources has led to the apparent short-term slowdown, but the medium and long-term high growth rate is expected to become a probability event.
Q: how will finico benefit in 2022?
A: we believe that Xinchuang is expected to shift from policy driven to demand driven. 2021 is the first year of the industry’s information innovation. The financial industry leads the large-scale implementation. It is expected that the transformation rhythm will permeate from the office system to the business system.
Focus on the target 1) it base: Beijing Tongtech Co.Ltd(300379) , Beijing Baolande Software Corporation(688058) , Changsha Jingjia Microelectronics Co.Ltd(300474) , China Greatwall Technology Group Co.Ltd(000066) , China National Software And Service Company Limited(600536) , Archermind Technology (Nanjing) Co.Ltd(300598) , haiguang information (proposed IPO); 2) Financial it: Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , Shenzhen Kingdom Sci-Tech.Ltd(600446) Shenzhen Sunline Tech Co.Ltd(300348) Yusys Technologies Co.Ltd(300674) Beijing Infosec Technologies Co.Ltd(688201) Northking Information Technology Co.Ltd(002987) Tansun Technology Co.Ltd(300872)
Q: what are the technical trends worthy of attention at the 2022 Beijing auto show?
A: the proportion of high-end vehicles in Beijing auto show in 2022 is relatively high, and domestic new energy vehicles are gradually moving towards high-end. In the context of high-end, the requirements of intelligent cockpit for display technology, algorithm and computing power are comprehensively improved. The models equipped with Qualcomm 8155 began intensive mass production, and the integrated simucar equipped with Qualcomm 8295 chip will make its debut at the auto show. The trend of computing power upgrading in the intelligent cockpit has been determined. At the same time, HUD has been successfully popularized and applied in five types of mass production models, and the penetration rate is expected to be further improved.
In terms of automatic driving, lidar is intensively mass produced, and the point-to-point link of automatic driving is gradually opened, laying a foundation for the upgrading of automatic driving. The driving system computing power is upgraded synchronously, and the computing power of new models is generally upgraded to 5001000tops.
Market and sector trend review
Last week, the computer sector fell 1.55%, the gem index rose 1.81% in the same period, and the CSI 300 fell 0.94%. The sector underperformed the market.
Risk tip: the macro-economy is depressed, major changes have taken place in sector policies and major changes have taken place in the international environment.
