Report summary
Computer sector: last week, the industry index of computer sector decreased by 2.50%, and the gem index decreased by 6.80% in the same period. The performance of the sector is stronger than that of the GEM market. Among them, real estate, household appliances, architectural decoration and other sectors rose more. We are very optimistic about the future. We suggest to actively layout cloud computing, Internet of vehicles, industrial common networking, digital currency, network security and other fields. The performance in 2021 has relatively certain growth targets, mainly including Hundsun Technologies Inc(600570) , China stock market news, Thunder Software Technology Co.Ltd(300496) , medical it, Shanghai Baosight Software Co.Ltd(600845) . On the other hand, it is the industry leader with high degree of certainty in the industry in the next two years. It is suggested to focus on the subject of information innovation, information security, cloud computing, medical it and so on.
[ Huizhou Desay Sv Automotive Co.Ltd(002920) announced the creation of the fourth generation intelligent cockpit system] on January 5, Huizhou Desay Sv Automotive Co.Ltd(002920) and Qualcomm technologies announced that they would jointly build the Huizhou Desay Sv Automotive Co.Ltd(002920) fourth generation intelligent cockpit system based on the fourth generation snapdragon cockpit platform: with high-performance computing, artificial intelligence engine, multi-sensor processing and rich network connectivity, It aims to provide digital cockpit solutions for automobile manufacturers. With the support of computing, AI, graphics and multimedia performance of the 4th generation Xiaolong cockpit platform, Huizhou Desay Sv Automotive Co.Ltd(002920) the 4th generation intelligent cockpit system can support technologies such as multi screen linkage, sound processing and AR, bringing users an immersive interactive experience.
[ Digital China Information Service Company Ltd(000555) winning the bid Bank Of Communications Co.Ltd(601328) 87.59 million yuan Kunpeng server directional procurement] SciDev board Daily reported on the 6th, Bank Of Communications Co.Ltd(601328) the bidding project results of data center Kunpeng chip PC server procurement were publicized, Digital China Group Co.Ltd(000034) System Integration Service Co., Ltd. won the bid, and the winning price was about 87.59 million yuan (excluding tax). Previously, Bank Of Communications Co.Ltd(601328) purchased servers equipped with Kunpeng chips twice in 2021, and the winning bidders were all wholly-owned subsidiaries of the above Shenzhou information. Up to now, the total directional procurement amount and bid winning price of Shenzhou information have reached 220 million yuan.
[Ministry of industry and information technology: accelerate the establishment of classified and hierarchical management system for network security of industrial Internet enterprises] on January 5, the network security administration bureau of the Ministry of industry and information technology organized a teleconference to systematically summarize the results of the pilot work of classified and hierarchical management of network security of industrial Internet enterprises, and study and deploy the next work. Relevant departments and bureaus such as the Department of raw material industry, the first Department of equipment industry, the second Department of equipment industry, the Department of consumer goods industry and the Department of electronic information, the competent departments of industry and information technology and communication administration of 15 pilot provinces, 16 professional technical institutions and industry associations, and relevant responsible comrades of more than 230 pilot enterprises attended the meeting. It is pointed out that carrying out classified and hierarchical management of network security of industrial Internet enterprises is an important starting point to deal with the increasingly complex network security situation and an important measure to speed up the construction of industrial Internet security guarantee system. Since the pilot was launched in February 2021, with the joint efforts of the pilot provinces, pilot enterprises and professional institutions, the pilot work has achieved remarkable results, effectively verified the scientificity and operability of the hierarchical management concept, basically mastered the security base of enterprises in key industries, preliminarily established the industrial Internet security standard system, and continuously improved the territorial management service level.
