Event: on January 8, the Party committee of Shanghai economic informatization and the municipal economic informatization Committee held a meeting to plan the industry and informatization work in 2022. The meeting stressed the need to focus on track layout, advantage development, enterprise education and industrial growth, solve problems, take practical measures, formulate “one track and one scheme”, hold the “bull nose” of super application scenarios, and cultivate, expand and develop new momentum.
The meeting emphasized the layout of new tracks such as digital economy, green low-carbon and meta universe: the meeting emphasized accelerating the layout of new tracks of digital economy, closely focusing on the digital transformation of cities, accelerating the development of digital commerce industry, 5g industry, location industry, open source industry, information and innovation industry, security industry, scene industry and online new economy, building intelligent factories and promoting transformation and upgrading. Layout a new green and low-carbon track, closely follow the trends of clean energy, low-carbon raw materials, functional materials, efficient process, terminal electrification and resource recycling, focus on the development of new technologies, new processes, new materials, new equipment and new energy, and build a characteristic industrial park system. Layout the new track of yuanuniverse, develop application scenarios and cultivate key enterprises. Create terminals to drive new momentum, pay close attention to intelligent terminals such as intelligent Internet connected vehicles, promote the layout of intelligent Siasun Robot&Automation Co.Ltd(300024) and smart home, and lead the development of chips, software and ecology. We will promote new investment, enhance new stamina, accelerate investment attraction and the construction of major projects, promote the upper level of investment and industry in the five new towns, accelerate the excellent structure of “North-South transformation”, plan to layout a new batch of characteristic industrial parks and create a new economic growth pole. Plan for tackling key new technologies Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , accelerate the tackling of key core technologies, layout and develop future industries, and expand and strengthen advantageous industries. To build a new team and improve new capabilities, we should grasp the overall situation, improve sensitivity, enhance communication and cooperation, strengthen the sense of responsibility and enhance the strength of the organization.
Green and low-carbon development measures have been further strengthened, and the construction of intelligent distribution network and new power system has been accelerated: under the dual carbon background, the development of energy digitization is the general trend, and the construction of intelligent distribution network and new power system will be accelerated, driving the continuous benefits of relevant fields. In terms of total investment, the planned investment of China Southern Power Grid and State Grid during the 14th Five Year Plan period is significantly higher than that during the 13th Five Year Plan period. In terms of investment structure, China Southern Power Grid and State Grid will focus on distribution network, power grid digitization and intelligence, and new power system construction during the 14th Five Year Plan period. It is recommended to continue to pay attention to the investment opportunities in the fields of distribution network intelligence related hardware and software system upgrading, new generation smart meters, power intelligence and information infrastructure.
Yuancosmos has been written into the local “14th five year plan” industrial plan, and the industrial application scenario is expected to expand: in December 2021, Shanghai Municipal Commission of economy and information technology issued the “14th five year plan” for the development of Shanghai electronic information industry, which proposed to strengthen the forward-looking research and development of the underlying core technology and basic capacity of yuancosmos, promote the development of new terminals that deepen perceptual interaction and the construction of systematic virtual content, Explore industry applications. This is the first time that metauniverse has been written into the local “14th five year plan” industrial plan. We believe that the development and maturity of metauniverse is expected to drive the upstream hardware infrastructure, software platform and content service providers to gradually benefit. Operators, optical modules, IDC and servers are expected to provide strong hardware infrastructure support for metauniverse, and the industrial application scenarios are expected to be continuously developed and expanded.
Recommended (covered): new infrastructure and cloud: Zte Corporation(000063) , China Mobile, China Telecom Corporation Limited(601728) , Beijing Highlander Digital Technology Co.Ltd(300065) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Huagong Tech Company Limited(000988) ; Intelligent electric vehicle: Thunder Software Technology Co.Ltd(300496) , Beijing Tricolor Technology Co.Ltd(603516) , Meig Smart Technology Co.Ltd(002881) ; Optical module: Suzhou Tfc Optical Communication Co.Ltd(300394) , Huagong Tech Company Limited(000988) , Zhongji Innolight Co.Ltd(300308) ; IDC： Guangdong Aofei Data Technology Co.Ltd(300738)
Suggested attention (not covered): new infrastructure and cloud: Shenzhen Sed Industry Co.Ltd(000032) ; Intelligent electric vehicle: Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) ; Optical module: Eoptolink Technology Inc.Ltd(300502) , Cig Shanghai Co.Ltd(603083) , Advanced Fiber Resources (Zhuhai) Ltd(300620) ; IDC： Shanghai Baosight Software Co.Ltd(600845)
Risk tip: 5g construction progress is less than expected, and policy support is less than expected.
