In 2021, the revenue of the computer sector increased rapidly and the investment was significantly increased
As of April 29, 2022, the annual report and the first quarterly report of the computer sector company have been disclosed, and we have sorted out the main financial data. According to the statistics of the holistic approach, (1) in 2021, 248 listed companies in the computer sector achieved a total operating revenue of 1069985 billion yuan, a year-on-year increase of 15.20%, basically returning to the growth level before the epidemic; The net profit attributable to the parent company totaled 47.880 billion yuan, with a year-on-year increase of 3.6%. The profit growth rate was lower than the income growth rate. On the one hand, we judged that the gross profit margin decreased due to tight supply of raw materials and other factors, on the other hand, the expense rate increased significantly due to increased R & D and market investment. (2) Affected by the epidemic, the total operating revenue of q221.25 billion yuan increased by 2021.5% year-on-year; The net profit attributable to the parent company was 47.880 billion yuan, a year-on-year decrease of 59.2%, mainly due to the increase of personnel costs. Looking forward to the whole year, the recruitment plans of most companies have slowed down compared with 2021, which is expected to promote the improvement of the profit level of the sector.
Remote sensing satellite applications, industrial software, intelligent Internet connected vehicles and other segments are growing rapidly
According to our division of the main segments of the computer sector, the top segments of revenue growth in 2021 are remote sensing satellite applications, industrial software and intelligent networked vehicles, with growth rates (median) of 48.0%, 41.4% and 40.7% respectively. In 2021, the top growth segments of parent net profit were remote sensing satellite application, industrial software and cloud computing, with growth rates (median) of 49.4%, 31.7% and 18.6% respectively.
In 2022q1, the proportion of fund allocation in the computer sector hit a five-year low
According to the statistics of wind, the position proportion of 2022q1 fund in the stocks of the computer industry was 2.63%, a new low in the last five quarters, with a month on month decrease of 0.92 percentage points. Among all the primary sub sectors, the market value of the computer sector ranks tenth. Q1 Q1 is the first 10 companies with a shareholding market value ranking by the top 10 companies in the top 10 list of the stock market with a market capitalization of Q1 Q1. The top 10 companies in the stock market with a market capitalization of the first 10 of the first 10 companies in the stock market with a market capitalization of the first 10 of the first 10 of the company in the stock market are Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Navinfo Co.Ltd(002405) .
Investment advice
(1) remote sensing satellite application: recommended Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Supermap Software Co.Ltd(300036) .
(2) an industry driven by a industry letter: the industry ”creative: the industry’ ”industry’ ” ” ” ” ” ” ” ” ” ” ” ” ” ” ” ‘(2) industry’ ” ” ” ” ” ” ” ”’industry ” ” ” ” ” ” ” ” ” ”s faith: a recommendation to recommend a ‘ Dawning Information Industry Co.Ltd(603019) 019′ ”s recommendation for the recommendation of a ‘ Dawning Information Industry Co.Ltd(603019) 9 \ etc.
(3) industrial Internet: the Internet of the industry: the Internet of the industry: the Internet of the industry: the Internet of the industry: the recommendation: the recommendation: the recommendation of the ‘ Beijing United Information Technology Co.Ltd(603613) , Guangzhou Sie Consulting Co.Ltd(300687) , Shenzhen Huaqiang Industry Co.Ltd(000062) , Longshine Technology Group Co.Ltd(300682) , etc.
(4) intelligent Internet connected vehicles: recommend Thunder Software Technology Co.Ltd(300496) , Autel Intelligent Technology Corp.Ltd(688208) , Beijing Tricolor Technology Co.Ltd(603516) , China Transinfo Technology Co.Ltd(002373) , and the beneficiaries include Huizhou Desay Sv Automotive Co.Ltd(002920) , Vanjee Technology Co.Ltd(300552) , etc.
(5) financial it: recommend Northking Information Technology Co.Ltd(002987) , Hundsun Technologies Inc(600570) , Fujian Apex Software Co.Ltd(603383) , Shenzhen Fortune Trend Technology Co.Ltd(688318) , Yusys Technologies Co.Ltd(300674) , Shenzhen Sunline Tech Co.Ltd(300348) , Global Infotech Co.Ltd(300465) , Tansun Technology Co.Ltd(300872) , etc.
(6) energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Runa Smart Equipment Co.Ltd(301129) , and benefit targets include Ygsoft Inc(002063) , Dongfang Electronics Co.Ltd(000682) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) , etc.
Risk warning: the IT expenditure of upstream industry is lower than expected; The epidemic situation affects the performance of the whole year; Brain drain risk.
