The 2022 work plan of the industrial Internet special working group was released to support the listing of qualified industrial Internet enterprises, and the platform application penetration rate increased by nearly two times in five years.
national Standing Committee: timely use of reserve requirement reduction and other monetary policy tools
On April 13, the executive meeting of the State Council was held. The meeting decided to encourage large banks with high provision level to reduce the provision coverage in an orderly manner in view of the changes in the current situation, timely use the RRR reduction and other monetary policy tools, promote banks to enhance their credit delivery capacity, and further increase financial support for the real economy, especially industries seriously affected by the epidemic, small, medium-sized and micro enterprises and individual industrial and commercial households, make reasonable profits to the real economy and reduce the comprehensive financing cost of enterprises
national standing committee will release the signal, and the RRR reduction is expected to be implemented in the near future securities times · data treasure statistics, according to historical data, after the central bank announced the RRR reduction, the market was mostly boosted to a certain extent in the short term. Since 2016, it has announced the RRR reduction 11 times, and the probability of the Shanghai composite index rising the next day was 72.73%, and the probability of the Shenzhen composite index rising was 63.64%.
support the listing of qualified industrial Internet enterprises
On April 13, the Ministry of industry and information technology issued a notice on printing and distributing the 2022 work plan of the industrial Internet special working group. The plan emphasizes that supports qualified industrial Internet enterprises to issue securities for initial public offering and listing, list at the basic level and innovation level of the national share transfer system, and refinance through additional issuance, allotment of shares, convertible bonds and other means
In terms of specific measures, at the financing level, continue to support qualified industrial Internet enterprises to further develop their main business and become better and stronger through capital market financing. Timely study and promote the reform of the comprehensive registration system, further improve the inclusiveness of the issuance system, and create good conditions for qualified industrial Internet enterprises to finance through the capital market. Continue to deepen the reform of the new third board, build the Beijing stock exchange, and continuously improve the service capacity of direct financing of industrial Internet enterprises.
industrial Internet construction has made positive progress
According to the statistical report on the development of China’s Internet released by China Internet Network Information Center, China’s industrial Internet has made positive progress.
As of December 2021, there have been more than 150 influential industrial Internet platforms, more than 76 million sets of access equipment, more than 2000 “5g + industrial Internet” projects under construction in China, and the integration and innovative application of industrial Internet and 5g in key industries of the national economy has been accelerating.
The enabling of data aggregation has achieved initial results, and the national industrial Internet big data center has formed a systematic layout covering Beijing Tianjin Hebei, the Yangtze River Delta, the Great Bay area of Guangdong, Hong Kong, Macao and Chengdu Chongqing economic circle.
In recent years, China has issued a series of policy documents to clarify the top-level design and action guide of industrial Internet, guide the development direction of China’s industrial Internet, and lead the development of industrial Internet in depth and in reality.
At the beginning of this year, the State Council issued the “14th five year plan” for the development of digital economy, and proposed the main target of increasing the application penetration rate of industrial Internet platform from 14.7% in 2020 to 45% in 2025, with the penetration rate nearly doubling
China Merchants Securities Co.Ltd(600999) research report believes that some high-tech industries have serious “neck sticking” problems, such as computers, photoelectric motor equipment, mechanical equipment, etc industrial Internet is one of the core means to support the high-quality development of China’s manufacturing industry, which will effectively improve the pain points faced by China’s manufacturing industry
industrial Internet concept stock performance increase
According to data treasure statistics, at present, 25 Industrial Internet concept stocks have issued annual reports or performance forecasts for 2021, of which 20 have increased their profits year-on-year Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , Beijing Inhand Networks Technology Co.Ltd(688080) , Glodon Company Limited(002410) net profit attributable to parent company increased by more than 100%, of which Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) net profit increased by 171.71% year on year, ranking the first.
From the perspective of institutional attention, 19 industrial Internet concept stocks have been rated by more than 10 institutions, including Glodon Company Limited(002410) , Shanghai Baosight Software Co.Ltd(600845) , Foxconn Industrial Internet Co.Ltd(601138) , etc.
Shanghai Baosight Software Co.Ltd(600845) disclosed the annual report of 2021, and realized the net profit attributable to the parent company of 1.819 billion yuan, with a year-on-year increase of 35.92%. Baoxin industrial Internet platform continued to be shortlisted as the “double span” platform of the Ministry of industry and information technology, and its ranking increased steadily.
Foxconn Industrial Internet Co.Ltd(601138) became the first batch of Chinese enterprises selected as “lighthouse factories” in 2019. By the end of 2021, the company had incubated 10 internal “lighthouse factories”. In 2021, the company’s industrial Internet business revenue increased by 16.92% year-on-year and its gross profit margin increased by 5.01 percentage points year-on-year.
Beijing United Information Technology Co.Ltd(603613) was selected into the “2020 industrial Internet pilot demonstration project” of the Ministry of industry and information technology in January 2021. On this basis, the company will actively build an industrial Internet application platform based on vertical industrial chain interconnection
The Ministry of industry and information technology issued a heavy document! Support the IPO of such enterprises to build an upgraded version of “5g + industrial Internet” and these points
