On April 26, 2022, according to the official website of the Party School of the CPC Central Committee, the 11th meeting of the central financial and Economic Commission was held. The meeting emphasized comprehensively strengthening infrastructure construction and building a modern infrastructure system to lay a solid foundation for building a modern socialist country in an all-round way.
Build a modern infrastructure system and benefit from supercomputing and AI platforms. The meeting stressed that we should strengthen the construction of information, science and technology and other industrial infrastructure, lay out and build a new generation of supercomputing, cloud computing, artificial intelligence platforms and other facilities, and promote the construction of major science and technology infrastructure. Increase the construction of cloud computing, supercomputing and other platforms, and companies engaged in the construction of AI platform and supercomputing cloud computing are expected to benefit.
The important construction direction of digital economy has been clarified again, focusing on the core segments. The meeting proposed to promote the construction of distributed smart grid, strengthen the construction of urban infrastructure, strengthen the construction of disaster prevention and mitigation infrastructure, strengthen the construction of public health emergency facilities, as well as the construction of intelligent infrastructure such as intelligent roads, intelligent power supply and intelligent public transportation. The above construction direction involves power informatization, smart pipe network, emergency management, smart transportation construction and other fields, and the key construction direction of digital economy is clarified again. Superimposed on the policy documents such as the guiding opinions on strengthening the construction of digital government deliberated and adopted at the 25th meeting of the central comprehensive Deepening Reform Commission, the direction of digital economy construction is constantly clear, and the prosperity of relevant sub sectors is expected to improve.
Carry out infrastructure construction in advance, put safety first and promote good information and innovation. The meeting pointed out that China’s infrastructure does not meet the needs of national development and security. It should be moderately advanced, and the layout is conducive to leading industrial development and safeguarding national security. The meeting focused on the infrastructure construction of “ensuring national security”, highlighting the importance of information and innovation. Finance, telecommunications, energy and other key industries are the key areas of information innovation, and the demand in relevant fields is expected to continue to release.
Investment suggestion: the high-level meeting focused on the development of digital economy, pointed out the key construction direction, and the prosperity of relevant fields is expected to improve in the future. Supercomputing, cloud computing and artificial intelligence platforms, focusing on Iflytek Co.Ltd(002230) , Dawning Information Industry Co.Ltd(603019) , Inspur Electronic Information Industry Co.Ltd(000977) ; In the field of digital economy, focus on the leading digital infrastructure of people’s livelihood Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Zhejiang Dahua Technology Co.Ltd(002236) , Beijing Supermap Software Co.Ltd(300036) , Longshine Technology Group Co.Ltd(300682) , Beijing Egova Co.Ltd(300075) , Cetc Digital Technology Co.Ltd(600850) , Taiji Computer Corporation Limited(002368) ; The field of 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.
