Market review:
During the reporting period, the performance of the computer industry was poor. The computer industry fell by 9.49%, the Shanghai and Shenzhen 300 index fell by 2.04%, and the computer industry index lost 7.45pct, ranking 29th among the 31 industries in Shenwan level.
From the beginning of 2022 to the end of the reporting period, the computer industry fell 24.57%, the CSI 300 index fell 14.89%, and the computer industry lost 9.68pct. From the perspective of Shenwan's secondary subdivided industries, the cumulative growth and decline of computer equipment, it services and software development industries in 2022 were - 21.14%, - 22.47% and - 28.39% respectively. The performance of the computer industry was poor.
Key information:
The opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market was officially released
Third party data center operators TOP10 announced
The scale of China's IDC exceeded 300 billion yuan for the first time, and the market showed an oligarchic development trend
Ministry of industry and information technology: continuously improve the construction of national industrial Internet big data center
This week's view:
On April 10, the opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market was issued, which put forward six tasks: first, strengthen the unification of market-based systems and rules; Second, promote the high standard connection of market facilities; The third is to create a unified factor and resource market; Fourth, promote the high-level unification of commodity and service markets; Fifth, promote fair and unified market supervision; Sixth, further regulate improper market competition and market intervention.
Digital transformation is an important means to realize the construction of a unified national market. Detailed rules such as building a modern circulation network, improving market information interaction channels, promoting the upgrading of trading platforms, accelerating the cultivation of a unified technology and data market, improving standards and measurement systems, and comprehensively improving market supervision and management capacity clearly put forward the need to speed up digital construction, strengthen data circulation, give full play to the value of digital resources Establish and improve data security and other specific contents. This once again confirms the value of digital economy from the policy level. It is suggested that investors pay long-term attention to the leading enterprises in the computer industry in the data center, Xinchuang and various vertical application fields dominated by g-end customers.
Risk tips:
Market fluctuation risk; The development speed of cutting-edge technologies such as artificial intelligence, big data, cloud computing and blockchain is lower than expected; The promotion of relevant policies was less than expected.
