The government informatization scene is expected to sink further, and the new digital infrastructure of districts and counties ushers in important opportunities. With the rise of emerging technologies such as cloud computing, big data, artificial intelligence and the Internet of things, government informatization has been applied and promoted in many scenarios. The e-government platform represented by “all networks” has been well promoted by the provincial and municipal governments. Under the background of new urban and rural infrastructure, it is expected to further sink to the district and county level and usher in a higher incremental market. On the other hand, grid management, digital pipe network, charging pile management, smart parking plant and other businesses highly related to grass-roots people’s livelihood are expected to be further promoted in district and county new markets under the background of good demonstration effect of provincial and municipal applications.
Xinchuang incremental market is expected to provide localization opportunities mainly in urban and rural digital new infrastructure. On January 6, 2021, the national development and Reform Commission publicly issued the “14th five year plan for promoting national government informatization”, which mentioned that “the security of national e-government network will reach a new level by 2025”, and the policy level once again generated support for the information and innovation industry. The market expectation for the information and innovation industry is concentrated in the information and innovation industry represented by finance after the government, and the industrialization opportunity of urban and rural digital new infrastructure in China will be the greatest opportunity.
The dividend of “Rural Revitalization” is coming, and the new main line of informatization may gradually take shape. On December 25-26, 2021, the central rural work conference was held to further discuss the key work based on the directional and outline discussion on “Rural Revitalization” in 2020. We believe that after the completion of the task of “poverty alleviation”, rural revitalization is expected to enter the construction stage of “agricultural and rural modernization”, and more relevant policies may be provided. Among them, with the upgrading of infrastructure, agricultural informatization is expected to become an important part.
Investment suggestion: “all in one network” represents the sinking of government informatization from city to district and county, bringing large incremental market, and the first new point software; The new digital infrastructure of people’s livelihood has great potential. It is recommended to focus on Beijing Supermap Software Co.Ltd(300036) , Beijing Egova Co.Ltd(300075) , Cetc Digital Technology Co.Ltd(600850) in the field of grid management and digital pipe network, as well as Hangzhou Hikvision Digital Technology Co.Ltd(002415) and Zhejiang Dahua Technology Co.Ltd(002236) in the field of security. It is recommended to pay attention to Longshine Technology Group Co.Ltd(300682) , Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) in the field of smart charging pile and smart parking lot.
Risk tip: the implementation of urban and rural informatization policies is less than expected, and the intensification of industry competition leads to the decline of gross profit margin.
