The digital economy heavyweight conference releases positive signals. Is spring coming in these segments?

On May 18, the concept of digital economy opened significantly. As of press time, Beijing Asiacom Information Technology Co.Ltd(301085) , Shenzhen Infinova Limited(002528) , Ronglian Group Ltd(002642) limit, Si-Tech Information Technology Co.Ltd(300608) , Beijing Topnew Info&Tech Co.Ltd(300895) , Leon Technology Co.Ltd(300603) and other stocks were among the top gainers.

The CPPCC National Committee held a special consultation meeting on “promoting the sustainable and healthy development of the digital economy” in Beijing on the 17th. Liu He, member of the Political Bureau of the CPC Central Committee and vice premier of the State Council, pointed out that the global digital economy is showing new features such as intelligence, quantization and cross-border integration. We should strive to adapt to the all-round changes brought about by the digital economy, fight for key core technologies, support the sustainable and healthy development of the platform economy and the private economy, handle the relationship between the government and the market, support digital enterprises to be listed in the capital markets outside China, promote competition with openness and innovation with competition.

Members believed that China’s position as a major developing country of digital economy is stable and has broad prospects for development in the future. We should give full play to the advantages of the new national system and the super large-scale market, strengthen the tackling of key core technologies, and firmly grasp the autonomy of developing the digital economy in our own hands.

At present, local digital economy legislation is carried out rapidly, and local digital economy promotion regulations have been issued in Beijing, Zhejiang, Guangdong, Henan and other places China Merchants Securities Co.Ltd(600999) believes that the legislation of digital economy is the internal requirement of the high-quality development of digital economy, which is conducive to further stimulate the aftereffect of industrial growth.

Soochow Securities Co.Ltd(601555) said that as an important part of the digital economy, the platform economy is expected to continue to strengthen the value restoration of the sector. Open source Securities believes that the digital economy policy is expected to accelerate the development of cloud computing, industrial Internet, industry information innovation and other subdivided fields, and the computer sector will benefit directly.

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