According to recent reports, “2022 China digital economy innovation and Development Conference” will be held in Shantou, Guangdong Province from June 27 to 29. The conference focused on accelerating the development of digital industrialization and industrial digitization, consolidating the foundation of digital economy, activating the value of data elements, and promoting the deep integration of digital economy and real economy. At the same time, it held more than 10 theme forums such as “new digital infrastructure”, “data value innovation”, “digital governance”, “digital industry” and “international cooperation of digital economy”. In addition, At the meeting, the authority will release the latest research results reports in more than ten digital economy fields, such as China digital economy development index.
At present, with the continuous help of policies, the digital economy industry is advancing rapidly, and the development of digital governance is also accelerating Huaan Securities Co.Ltd(600909) pointed out that since 2022, the 14th five year plan for digital economy has clearly proposed to strengthen the overall planning of government information construction and strengthen the construction of government digital governance and service capacity. In the government work report, it is proposed to strengthen the construction of digital government and promote the sharing of government data. The meeting of Shenzhen Reform Commission focuses on the construction of digital government. On the one hand, it will accelerate the construction of government informatization, bring considerable market increment, and the prosperity of subdivided fields is expected to improve. On the other hand, it will also inject a booster into the construction of digital economy, form synergy with various digital economy subjects, and accelerate the digital transformation of thousands of lines and industries.
Tianfeng Securities Co.Ltd(601162) believes that the internal logic of digital government lies in the change of government governance mode. Its core is to build a digital service system that is universal, accessible, intelligent, convenient, fair and inclusive. It is a need for deeper government governance. On the basis of inheriting e-government and government online, the construction content will put more emphasis on interconnection and collaborative linkage, and expand from simple government informatization to smart city The construction contents and requirements will be improved in the fields of digitalization of social services. For example, in the “14th five year plan” for digital economic development, “Internet + government services” and digitalization of social services are juxtaposed, both of which belong to the task of improving the digitalization level of public services. Among them, improving the digitalization of public services in the fields of culture and education, health care, exhibition tourism, sports and fitness is an important content.
In terms of the core benefit targets of the industry, Minsheng Securities pointed out that the high-level meeting focused on the development of digital economy and pointed out the key development directions such as digital government, natural resource management and financial information innovation. In the future, the construction of relevant fields is expected to accelerate, the prosperity is expected to improve, and key enterprises are expected to continue to benefit. In the field of digital government, focus on the national team of digital government Cetc Digital Technology Co.Ltd(600850) , Taiji Computer Corporation Limited(002368) and Westone Information Industry Inc(002268) , as well as new point software, Beijing Egova Co.Ltd(300075) , focus on Fujian Boss Software Corp(300525) ; Recommendation in the field of natural resource management Beijing Supermap Software Co.Ltd(300036) ; The field of financial 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.
