The epidemic has repeatedly led to the pressure on the government's IT budget. It is necessary to find a rigid demand for science and technology. The Russian Ukrainian war reveals that network security and the localization of basic software and hardware are industries that the country must develop, with the characteristics of rigid demand.
The Russian Ukrainian war has raised network security to a new height
Russia and Ukraine have carried out a large number of offensive and defensive activities at the network level, which means that network security is no longer just a compliance demand, but an important part of modern war, which is directly related to national security. With the continuous implementation of relevant policies, the future development is expected to exceed expectations.
The software and hardware must be controlled independently. Xinchuang promotes the replacement of domestic software and hardware, and Xinchuang enables domestic software and hardware manufacturers to rise rapidly under the promotion of policies and obtain development opportunities.
Key recommended targets
\u3000\u3 Guocheng Mining Co.Ltd(000688) 561 Dbappsecurity Co.Ltd(688023) Sangfor Technologies Inc(300454) Beijing Kingsoft Office Software Inc(688111) Beijing Tongtech Co.Ltd(300379) China Greatwall Technology Group Co.Ltd(000066) Yusys Technologies Co.Ltd(300674)
Risk tips
The epidemic has repeatedly led to the delay of bidding and the reduction of government IT budget
