The state has issued policies to further point out the development direction of “factor marketization reform”
On January 6, 2022, the general office of the State Council issued the overall plan for the pilot of comprehensive reform of market-oriented allocation of factors (hereinafter referred to as the plan), which officially launched the pilot of comprehensive reform of market-oriented allocation of factors, It aims to further implement the decision-making and deployment of the opinions on building a more perfect system and mechanism for market-oriented allocation of factors issued by the CPC Central Committee and the State Council in March 2020, and promote the in-depth development of the reform of market-oriented allocation of factors. Starting with land, labor, capital, technology, data, resources and environment, the plan puts forward a number of detailed plans. Specifically, for investment in the computer industry, we think three key directions deserve attention.
Clearly support the pilot of digital RMB use scenarios and accelerate the promotion of digital finance
In terms of deepening the market-oriented allocation of capital factors, the plan proposes to “increase the supply of effective financial services and support the pilot use of digital RMB in retail transactions, living payment, government services and other scenarios.” At present, the number of invited white list users of digital RMB pilot has exceeded 10 million, and there are more than 1.32 million pilot scenarios, including wholesale and retail, catering, culture and tourism, education and medical treatment, public transportation, government payment, tax collection and payment, subsidy payment and other fields. We believe that the current application of digital RMB is gradually accelerating. Recently, a series of new developments such as the launch of digital RMB app in the application market and wechat support for digital RMB payment have been gradually implemented. The pilot of digital RMB for the Winter Olympics scene is also advancing in an orderly manner. The coverage of digital RMB continues to expand and its popularity gradually increases. The industrial upgrading triggered by digital RMB will bring huge investment opportunities.
Explore the establishment of data element circulation rules to benefit the artificial intelligence and data security industries
In terms of exploring the reform of market-oriented allocation of data elements, the plan proposes to “further promote the social experiment of artificial intelligence, carry out the pilot of innovative application of blockchain”, “strengthen the requirements of network security level protection, promote the improvement of data classification security protection system, and use technical means to build a data security risk prevention and control system.” We believe that when data becomes a new factor of production, the industrial chain around data value mining will usher in major opportunities. Among them, the artificial intelligence industry is gradually moving from technical exploration to large-scale commerce, and artificial intelligence applications for industry scenarios will be implemented one after another. In the future, the core competitiveness of artificial intelligence enterprises will be reflected in the data accumulation and scene landing ability in the professional field, so as to open up greater development space. On the other hand, the data security construction is expected to become the next important driving force of the network security industry, and the data classification and classification standards and relevant rules for security construction are expected to be issued one after another to promote the accelerated development of the data security industry.
Resource market-oriented transaction is expected to stimulate the development of informatization and intelligence in the field of power and people’s livelihood
In terms of strengthening the market-oriented allocation of resources and environmental factors, It is clearly emphasized that “we will support the pilot areas to improve the power market-oriented trading mechanism, carry out pilot power spot trading, and improve the power auxiliary service market. We will support the pilot areas to further improve the trading mechanisms such as carbon emission rights, emission rights, energy rights and water rights, and explore ways to promote the better connection between green element trading and energy and environmental objectives and indicators.” We believe that an important prerequisite for improving the market-oriented trading mechanism of electric power, plumbing and other resources is to upgrade and transform the traditional industries of electric power and people’s livelihood resources, improve the level of informatization and intelligence, and lay a solid technical software and hardware base for mechanism innovation. The development of relevant industries is expected to accelerate.
Suggested concern
Smart car: Thunder Software Technology Co.Ltd(300496) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Autel Intelligent Technology Corp.Ltd(688208) , Arcsoft Corporation Limited(688088) , Guangting information.
Industrial software: Zwsoft Co.Ltd(Guangzhou)(688083) , Zhejiang Supcon Technology Co.Ltd(688777) , Shanghai Baosight Software Co.Ltd(600845) , dingyang technology, Shanghai Hollywave Electronic System Co.Ltd(688682) .
Artificial intelligence: Iflytek Co.Ltd(002230) , Zhejiang Dahua Technology Co.Ltd(002236) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Opt Machine Vision Tech Co.Ltd(688686) , open vision technology.
Network security: Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Venustech Group Inc(002439) , Nsfocus Technologies Group Co.Ltd(300369) , Qi An Xin Technology Group Inc(688561) – U.
Risk tips
1) the epidemic situation intensifies and reduces enterprise informatization expenditure; 2) Fiscal and monetary policies are lower than expected; 3) The supply chain fluctuation increases, affecting the development of science and technology industry.
