Market review: this week (5.16-5.20), the CSI 300 index rose 2.23% and the computer index rose 1.60%.
Zhou’s view: the industry is booming, and the layout opportunity of infrastructure it is coming
(1) the policy clearly defines that infrastructure investment should be carried out moderately in advance, and the issuance of special bonds should be accelerated to give financial support. At the policy level, the government work report in March pointed out that “actively expand effective investment and moderately carry out infrastructure investment in advance”, and the opinions on promoting urbanization construction with the county as an important carrier in May pointed out that “strengthen the transformation of aging pipe networks, promote the transformation of old communities and promote digital transformation”, Driven by policies, infrastructure investment is expected to accelerate. At the capital level, special bonds are an important source of infrastructure investment. The Ministry of Finance said that 3.65 trillion yuan of special bonds of local governments will be added in 2022, requiring most of the issuance to be completed in the second quarter. Compared with previous periods, the issuance pace in 2022 is tight and the allocation and use is fast. The accelerated issuance of special bonds will provide greater support for infrastructure investment.
(2) infrastructure investment will accelerate information investment, release orders intensively and verify the prosperity of the industry
Infrastructure investment is an important support for steady growth. Under the background of digital economy, infrastructure investment will accelerate information investment. At the order level, the intensive release of orders from infrastructure it related companies has verified the prosperity of the industry. For example, Beijing Global Safety Technology Co.Ltd(300523) recently won about 2.065 billion yuan of orders for Anhui urban lifeline, accounting for 134.17% of the revenue in 2021 Runa Smart Equipment Co.Ltd(301129) won the bid for Zaozhuang 247 million yuan AI intelligent heating project, accounting for 46.67% of the revenue in 2021 Piesat Information Technology Co.Ltd(688066) won the bid for the 323 million yuan smart water project of Shandong Water Resources Bureau.
(3) it is suggested to pay active attention to infrastructure it related companies
We believe that the “14th five year plan” has entered the year of centralized construction. With the support of special bonds and other funds, it is expected to be implemented in energy, water conservancy, transportation and other fields. At the informatization level, we’ve seen the release of orders in a dense release of orders that will provide a strong support for the performance of companies related to infrastructure it, and usherin a good opportunity for the layout of infrastructure it, and a good opportunity for the layout of infrastructure it. The recommendation of Runa Smart Equipment Co.Ltd(301129) \ etc.
Investment advice
(1) industrial Internet: recommend Beijing United Information Technology Co.Ltd(603613) , Zhejiang Supcon Technology Co.Ltd(688777) , Zwsoft Co.Ltd(Guangzhou)(688083) , Digiwin Software Co.Ltd(300378) , Shanghai Baosight Software Co.Ltd(600845) , Guangzhou Sie Consulting Co.Ltd(300687) , etc;
(2) satellite remote sensing applications: recommended Piesat Information Technology Co.Ltd(688066) , Geovis Technology Co.Ltd(688568) , Beijing Supermap Software Co.Ltd(300036) ;
(3) 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 benefit from Huizhou Desay Sv Automotive Co.Ltd(002920) , Navinfo Co.Ltd(002405) , Neusoft Corporation(600718) , Vanjee Technology Co.Ltd(300552) , etc;
(4) energy it: recommend Longshine Technology Group Co.Ltd(300682) , Jiangsu Yunyong Electronics And Technology Co.Ltd(688060) , Dongfang Electronics Co.Ltd(000682) , Runa Smart Equipment Co.Ltd(301129) , and benefit from Ygsoft Inc(002063) , Beijing Forever Technology Co.Ltd(300365) , Huizhong Instrumentation Co.Ltd(300371) , etc;
(5) cloud computing: Cloud Computing: Cloud Computing: Cloud Computing: Cloud Computing: Cloud Computing: Cloud Computing: Cloud Computing: Cloud Computing: Cloud Computing: Cloud Computing: Cloud Computing: recommending recommendations for Beijing Kingsoft Office Software Inc(688111) \ , Newcapec Electronics Co.Ltd(300248) , Beijing Shiji Information Technology Co.Ltd(002153) ;
(6) financial it: financial it: recommend the recommendation for financial it: recommend the recommendation for the recommendation for the recommendation of the ‘ Hundsun Technologies Inc(600570) , Tansun Technology Co.Ltd(300872) etc;
(7) information security: recommend Sangfor Technologies Inc(300454) , Dbappsecurity Co.Ltd(688023) , Qi An Xin Technology Group Inc(688561) , Nsfocus Technologies Group Co.Ltd(300369) , Venustech Group Inc(002439) , Xiamen Meiya Pico Information Co.Ltd(300188) , Hangzhou Dptech Technologies Co.Ltd(300768) , Trs Information Technology Co.Ltd(300229) , etc; Other beneficial objects include Westone Information Industry Inc(002268) , Topsec Technologies Group Inc(002212) , etc.
Risk warning: policy promotion is not as expected; It investment is less than expected; Industry competition intensifies.
