Event: on May 17, according to the report of the people's Political Consultative Conference, the CPPCC National Committee took "promoting the sustainable and healthy development of digital economy" as one of the important negotiation topics this year, and made suggestions through a special consultation meeting today.
The top-level strategic position has been re emphasized, and the digital economy has broad prospects for future development. 1) On May 17, the National Committee of the Chinese people's Political Consultative Conference (CPPCC) held a special consultation meeting on "promoting the sustained and healthy development of the digital economy" in Beijing on May 17. It stressed that we should seriously study and understand the important exposition of Xi Jinping General Secretary on the development of the digital economy, scientifically study and judge the situation, enhance development confidence, dialectically treat and coordinate the relationship between development and security, constantly strengthen and expand the digital economy, make it better serve and integrate into the new development pattern and promote high-quality development. The top-level strategic position of the digital economy has been re emphasized. 2) At the meeting, members believed that China's position as a major developing country of digital economy was stable and had broad prospects for future development. They put forward important suggestions on strengthening key core technology research, guiding enterprises' digital transformation, ensuring data security and encouraging international cooperation in digital economy. With the gradual implementation of the new economic form, a unified, fair, orderly competition, mature and complete modern market system of digital economy is expected to gradually appear on the territory of China's high-quality economic development.
Digitalization is the inevitable choice under the promotion of labor cost, and China's IT industry is expected to grow steadily. 1) In 2020, the proportion of employed population in China's primary industry decreased to 24%, which is close to the middle stage of industrialization; The demographic dividend has gradually faded, and the human cost has risen to the level of Europe and the United States in the 1980s. According to the development history of Europe and the United States, it has reached the inflection point of the urgent growth of digital demand, and digital means need to be taken to reduce costs and increase efficiency. The essence of digitalization is a more automatic and intelligent production tool, which can enable thousands of industries. It is an inevitable choice under the increase of labor cost. 2) Against the background of digital development, the revenue growth of China National Software And Service Company Limited(600536) industry in history has also been higher than that of GDP for many years. At present, the IT industry has also entered a new stage of industrial upgrading. The emergence of new generation technologies such as product, cloud and artificial intelligence has accelerated and driven a new round of growth.
The strategic position of digital economy is unprecedented and is expected to become an important driving force for China's economic development. 1) On January 12, 2022, the State Council issued the notice of the 14th five year plan for the development of digital economy. By 2025, the added value of China's core industries of digital economy should increase from 7.8% to 10% of GDP; On January 15, Qiushi published the article Xi Jinping General Secretary: constantly strengthening, optimizing and expanding China's digital economy. The two top-level documents confirm that China's strategic position of digital economy has reached an unprecedented height and is expected to become an important starting point for high-quality and stable economic growth and development. 2) According to the guidelines of the 14th five year plan for the development of digital economy, we expect that information network infrastructure, data security, industrial digital transformation, key core technologies and other industries are expected to develop by leaps and bounds.
Investment object:
1) intelligent automobile: Thunder Software Technology Co.Ltd(300496) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Jingwei Hengrun, Navinfo Co.Ltd(002405) , Neusoft Corporation(600718) , etc;
2) great safety: Westone Information Industry Inc(002268) , Qi An Xin Technology Group Inc(688561) , China National Software And Service Company Limited(600536) , Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Topsec Technologies Group Inc(002212) , China Greatwall Technology Group Co.Ltd(000066) , etc;
3) key infrastructure: Ninestar Corporation(002180) , Dawning Information Industry Co.Ltd(603019) , Beijing Kingsoft Office Software Inc(688111) , Inspur Electronic Information Industry Co.Ltd(000977) , China National Software And Service Company Limited(600536) , etc.
4) Industrial Digital Intelligence: Industrial Digital Intelligence: China stock market market intelligence: Industrial Digital Intelligence: Digital Intelligence: digital intelligence in the industry: China stock market news, ''s own stock market: the industry's digital intelligence: the industry''s digital intelligence: the industry's digital intelligence: the China stock market news, ''s own stock market: the industry's digital intelligence: China stock market market news, ducducduc3 Chongqing Baiya Sanitary Products Co.Ltd(003006) 8686868686868872 Shenzhen Cdl Precision Technology Co.Ltd(300686) 868872 of the , Winning Health Technology Group Co.Ltd(300253) , B-Soft Co.Ltd(300451) , Guangzhou Sie Consulting Co.Ltd(300687) , Iflytek Co.Ltd(002230) , Trs Information Technology Co.Ltd(300229) , etc.
Risk tip: the policy promotion is less than expected, the economic downturn is more than expected, and the trade friction is intensified
