The State Council issued a document to build a national unified market. On April 10, the “opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market” was issued, which made it clear: accelerate the establishment of a national unified market system and rules, break local protection and market segmentation, open up the key blocking points restricting the economic cycle, promote the smooth flow of commodity factor resources in a wider range, and accelerate the construction of an efficient, standardized, fair competition and fully open national unified market.
From the perspective of computer, “high standard UniCom of market facilities” is highlighted. The opinions clearly mentioned that it is necessary to promote the high standard UniCom of market facilities and use it technology to enable the construction of a unified large market from three aspects: building a modern circulation network, improving market information interaction channels and promoting the optimization and upgrading of trading platforms. Among them, 1) promote the optimization and upgrading of trading platforms, deepen the integration and sharing of public resource trading platforms, and study and clarify the standards and methods for all kinds of public resource transactions into the unified platform system; 2) Expand the coverage of public resource trading platform to all kinds of public resources suitable for market-oriented allocation, and accelerate the electronization of the whole process of public resource trading; 3) Accelerate the digital transformation and intelligent upgrading of commodity markets, and encourage the creation of comprehensive commodity trading platforms; 4) Encourage trading platforms to cooperate with financial institutions and intermediaries and develop a comprehensive service system covering property right definition, price evaluation, guarantee, insurance and other businesses according to law. The construction of electronic bidding platform is expected to continue to accelerate.
The construction of electronic bidding platform is in full swing, and relevant listed companies are expected to benefit in depth. With the Internet plus China Bidding Scheme (20172019 years) released in 2017, the construction of China’s electronic recruitment market has been accelerating. The typical construction of government procurement has been vigorously promoted. The provincial government procurement network and the provincial public resources trading center have become the key areas of “Internet plus” administration. Combined with the specific measures of “unifying the big market”, the construction of E-bidding is expected to usher in accelerated development. Unifying the platform construction, expanding the coverage, accelerating the promotion of electronization and intelligence, and cooperating with financial institutions will help accelerate the development of E-bidding platform construction. Electronic recruitment platform is a b-end e-commerce trading platform dominated by recruitment. It also has huge traffic and ecological operation scenarios. For it manufacturers, the imagination space is predictable. At present, the professional IT manufacturers undertaking the construction of government e-procurement platform in China are mainly Fujian Boss Software Corp(300525) , Xindian software, Glodon Company Limited(002410) , Xinyuan information and Jinrun technology. Traditional information manufacturers such as Neusoft also participate. Driven by the unified market policy, the related businesses of listed companies are expected to accelerate their development.
Investment suggestion: the construction of a unified market is highlighted, aiming to further open up the internal circulation operation mechanism of the economy and establish an efficient, fair and open national unified market. In the current digital transformation of the whole society, building the infrastructure of “big market” with it technology through digital means has become a key link. Relevant listed companies are expected to benefit deeply. They recommend new software, Glodon Company Limited(002410) , and pay attention to Fujian Boss Software Corp(300525) .
Risk warning: the implementation of the policy is not as strong as expected; It expenditure of downstream customers is lower than expected; Increased market competition leads to fluctuations in profitability
