Overview of industrial Internet investment opportunities
The industrial Internet is of great significance to promote the deep integration of informatization and industrialization, and is expected to become another important development direction of digital economy after counting from the east to the West. The “14th five year plan” for the development of digital economy has been issued, and the development of digital economy has risen to the national strategic level. The plan clearly puts forward that by 2025, the added value of core industries of digital economy will account for 10% of GDP, and the popularization rate of industrial Internet platform application will reach 45% (14.7% in 2020). Driven by data, digital economy is the main economic form after agricultural economy and industrial economy. Industrial digitization is not only a significant feature and important content of the development of digital economy, but also an effective way to promote the high-quality development of digital economy. Driven by policies and domestic demand of enterprises, the industrial Internet will usher in a period of rapid development, which is expected to become another important development direction of digital economy after counting from the east to the West. Industrial software is expected to benefit.
According to the statistics reported by the Institute of information and communications, the scale of the industrial Internet industry in 2020 was 910.1 billion yuan, a year-on-year increase of 13.2%, higher than 8.1% of the previous year. The double-digit growth of the industry means that the R & D, investment and market of the industry are active, and it also means that the industrial Internet has entered a period of rapid development.
On April 13, the Ministry of industry and information technology issued the 2022 work plan of the industrial Internet special working group to release the favorable policies. The work plan proposes 83 specific measures in 15 major task categories, including strengthening the foundation of network system, enhancing identification analysis, expanding platform system and enabling data aggregation. The plan specifies that this year, it will build an upgraded version of “5g + industrial Internet”, promote the transformation and upgrading of enterprise intranet and speed up the construction of enterprise extranet; We will accelerate the construction of multi-level platforms and cultivate about 10 industrial Internet public service platforms in specific regions; We will continue to improve the construction of the national industrial Internet big data center and comprehensively promote the construction of regional and industrial sub centers; Realize data circulation among central nodes, regional nodes and enterprise nodes, and carry out pilot data transactions. The policy has further strengthened the application of 5g technology in the industrial Internet. At the same time, industrial big data will gradually run through the whole industrial Internet industrial chain and become an important factor of production. Cross regional and cross industrial collaborative development has become a new trend. In terms of broadening the source of funds, the plan proposes to support qualified industrial Internet enterprises to issue securities for the first time, 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.
It is suggested to focus on the following key points: the following is the focus of the focus of the focus of the following: followingthe following following: the Shanghai Baosight Software Co.Ltd(600845) and other companies.
Risk tips:
1. The risk that the policy implementation is less than expected
2. Risk that the growth rate and opening space of the industry are less than expected
3. The risk that the technological breakthrough is less than expected
4. The risk of repeated epidemic causing orders or business implementation to be less than expected
