Six ministries and commissions jointly issued opinions, and the “14th five year plan” promoted the high-quality development of petrochemical and chemical industry
1) in early April, six ministries and commissions including the Ministry of industry and information technology and the national development and Reform Commission jointly issued the guiding opinions on promoting the high-quality development of petrochemical and chemical industry in the 14th five year plan (hereinafter referred to as the opinions). The opinions requires that by 2025: adjust the industrial structure, further improve the production concentration of bulk chemical products, and achieve a capacity utilization rate of more than 80%; Optimize the industrial layout and form about 70 chemical parks with competitive advantages. The output value of chemical parks accounts for more than 70% of the total output value of the industry.
2) in terms of digital transformation, the opinion proposes that by 2025, the automatic control rate of main production devices of enterprises in key fields will be more than 95%, about 30 intelligent manufacturing demonstration factories and about 50 intelligent chemical demonstration parks will be built, and 3-5 industry-oriented characteristic professional industrial Internet platforms will be built; Release guidelines for the construction of intelligent manufacturing standard system in petrochemical and chemical industry, promote the guidance of demonstration benchmarks such as digital workshops, intelligent factories and smart parks, and strengthen the empowerment of industrial Internet.
3) as a pillar industry of the national economy, the petrochemical industry has a large economic aggregate and wide coverage of Guanglian, which is related to the safety and stability of the industrial chain and supply chain. We believe that with the technological progress and demand pull, the petrochemical industry chain is getting longer and longer, and there are more and more product types. The industrial scale may further expand and maintain a high boom trend of 5-10 years. On the other hand, there is still much room to improve the current innovation ability, automation and informatization level of the petrochemical and chemical industry. The strong demand for digital transformation in the future will continue for a long time, which will benefit the relevant industries and enterprises that provide intelligent manufacturing and digital transformation services for the petrochemical and chemical industry.
The 2022 work plan of the industrial Internet special working group was released, and the policy is highly sustainable
1) on April 13, the industrial Internet special working group composed of 20 ministries and commissions including the Ministry of industry and information technology and the national development and Reform Commission issued the 2022 work plan of the industrial Internet special working group (hereinafter referred to as the plan), which is the fifth consecutive year for the special working group to issue the work plan with strong policy sustainability. The plan includes 15 major task categories, including action to strengthen the foundation of network system, action to enhance identification analysis, action to expand platform system and action to enable data aggregation, including 83 specific measures, and puts forward a number of index requirements for industrial Internet work in 2022.
2) the plan clearly puts forward: continue to build a private Internet platform system for the energy industry, and strengthen the convergence of economic and consumption indicators of the energy industry based on the private network platform; Rolling selection of cross industry and cross field comprehensive industrial Internet platforms, construction of characteristic industrial Internet platforms for key industries and regions, and development of professional industrial Internet platforms for specific technical fields. The above policies may continue to benefit all kinds of platform enterprises.
3) in the part of broadening the source of funds, the plan emphasizes supporting 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; Support qualified enterprises to issue corporate credit bonds and asset-backed securities for financing. We believe that the smooth listing and financing channels may help more excellent enterprises develop on a large scale.
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) , Vanjee Technology Co.Ltd(300552) , Navinfo Co.Ltd(002405) . Industrial software: Shanghai Baosight Software Co.Ltd(600845) , Zwsoft Co.Ltd(Guangzhou)(688083) , Zhejiang Supcon Technology Co.Ltd(688777) , Guangzhou Sie Consulting Co.Ltd(300687) , Nancal Technology Co.Ltd(603859) , Digiwin Software Co.Ltd(300378) . Basic tools: Kulun electronics, Shanghai Hollywave Electronic System Co.Ltd(688682) , Puyuan Jingdian, dingyang technology, kunhengshunwei and silinjie. Digital Finance: Digital China Information Service Company Ltd(000555) , Sinosoft Co.Ltd(603927) , Yusys Technologies Co.Ltd(300674) , Hundsun Technologies Inc(600570) , Newland Digital Technology Co.Ltd(000997) , Zhejiang Zhengyuan Zhihui Technology Co.Ltd(300645) . Artificial intelligence: Iflytek Co.Ltd(002230) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Zhejiang Dahua Technology Co.Ltd(002236) , Opt Machine Vision Tech Co.Ltd(688686) , shangtang-w, Cambricon Technologies Corporation Limited(688256) . Network security: Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Venustech Group Inc(002439) , Topsec Technologies Group Inc(002212) , Qi An Xin Technology Group Inc(688561) – u, Beijing Infosec Technologies Co.Ltd(688201) .
Risk tips:
1) the epidemic situation intensifies and reduces the expenditure of enterprise informatization; 2) Fiscal and monetary policies are lower than expected; 3) The fluctuation of supply chain increases, which affects the development of science and technology industry.
