According to Xinhuanetco.Ltd(603888) news, on April 19, 2022, the 25th meeting of the Central Commission for comprehensively deepening reform was held. The meeting defined important policy directions such as the construction of digital government, and considered and adopted policy documents such as the guiding opinions on strengthening the construction of digital government.
"Management" and "office" are expected to make concerted efforts, and the prosperity of digital government construction will be improved. The meeting pointed out that the digital reform should help the transformation of government functions, comprehensively promote the intensive construction of government application systems in various industries and fields, and build a collaborative and efficient government digital performance capacity system. The construction of digital government mainly focuses on the two aspects of "management" and "office". The government informatization represented by "one network for all" and "one network for unified management" is sinking from the city to the district and county, bringing a large incremental market, and the prosperity of subdivided fields is expected to improve.
The importance of establishing the outgoing audit system of natural resources assets of leading cadres is highlighted. The meeting pointed out that it is necessary to improve the evaluation criteria for the decision-making and supervision performance of leading cadres related to resources and environment, integrate the implementation of major arrangements of the CPC Central Committee such as natural resources protection and ecological protection red line into relevant evaluation indicators, and take the audit results as an important reference analysis for assessment, appointment, removal, reward and punishment. As an application platform for the management and analysis of massive natural resource information, GIS is not only an important digital base of the city, but also carries various specific applications. It plays a very important role in natural resource management. At the same time, the promotion of specific policies such as real-world 3D China is expected to accelerate.
Strengthen the construction of financial science and technology, and financial information innovation will play a "key role". The meeting pointed out that we should accelerate the construction of financial support innovation system, focus on key core technology research, transformation of scientific and technological achievements and other fields, ensure the safety and stability of the industrial chain supply chain, coordinate financial support for scientific and technological innovation and prevent financial risks. The development of financial technology is the general trend, and financial innovation is an important part of financial technology. As the policy focuses on "key core technologies" and "ensuring the safety and stability of the industrial chain supply chain", it is expected that financial innovation is expected to accelerate.
Investment suggestion: the high-level meeting focused on the development of digital economy and pointed out the key development directions of digital government, natural resource management, financial information and innovation. In the future, the construction of relevant fields is expected to accelerate, the prosperity is expected to improve, and key enterprises are expected to continue to benefit. In the field of digital government, focus on the national team of digital government Cetc Digital Technology Co.Ltd(600850) , Taiji Computer Corporation Limited(002368) and Westone Information Industry Inc(002268) , as well as new point software, Beijing Egova Co.Ltd(300075) , and Fujian Boss Software Corp(300525) ; Recommendation in the field of natural resource management Beijing Supermap Software Co.Ltd(300036) ; The field of financial information and innovation focuses on Digital China Group Co.Ltd(000034) , Talkweb Information System Co.Ltd(002261) , Beijing Tongtech Co.Ltd(300379) , Beijing Vastdata Technology Co.Ltd(603138) , etc.
Risk warning: the specific downstream prosperity may fluctuate; Downstream competition may intensify.
