According to the data, as of May 23, among the 59 stocks in the digital economy concept sector, 36 companies have been investigated by institutions. Among them, Beijing Supermap Software Co.Ltd(300036) , Qi An Xin Technology Group Inc(688561) , Beijing Forever Technology Co.Ltd(300365) and other nine companies have been investigated by more than 100 institutions. Most of these nine companies belong to the software and information technology service industry and the computer, communication and other electronic equipment industry.
Recently, the CPPCC National Committee held a special consultation meeting on “promoting the sustained and healthy development of the digital economy”, emphasizing “constantly strengthening, optimizing and expanding the digital economy, making it better serve and integrate into the new development pattern, and promoting high-quality development”. Insiders said that the meeting showed the future development direction of the digital economy, and China’s digital economy will accelerate its development. The frequent investigation of digital economy concept stocks by institutions also fully shows the high attention of institutional investors at home and abroad to the digital economy sector.
The digital economy concept stocks investigated for many times during the year also responded to the concerns of the market in their investor relations activities. Many companies explained the development and future layout of the company’s related businesses under the market opportunities such as digital economy. Specifically, the leader of geographic information system (GIS) software has been investigated for 4 times in Beijing Supermap Software Co.Ltd(300036) year, and a total of 490 institutional investors participated in the investigation, which is the company most investigated by institutions among digital concept stocks. At the recent performance presentation meeting, the company said that during the “14th five year plan” period, the company will face many industry development opportunities. In the future, the company will vigorously implement the two wheel drive strategy, not only greatly promote endogenous growth, but also vigorously promote exogenous growth, implement forward, backward and horizontal integration strategies, constantly improve the industry layout and improve profitability.
Since the beginning of this year, Qi An Xin Technology Group Inc(688561) has been investigated four times and 410 institutional investors have participated in the investigation. As a software development company in the field of data security, the company said that in order to meet the security challenges faced by the development of digital economy and comply with the demand trend from compliance to actual legality, the company released the data guard security suite, focusing on solving the “insider” problem of data security. Last year, the company also released a “five piece set” of data security to help government and enterprise customers solve the urgent problems of data security faced by government and enterprise institutions at different stages while building an overall data security governance system.
Another Beijing Forever Technology Co.Ltd(300365) year was also surveyed five times, with 247 institutions participating in the survey. In the record of investor relations activities recently disclosed, the company said that in 2022, under the major market opportunities of BIM’s independent control, “carbon peak”, “carbon neutralization” and digital economy, the company will focus on the strategic positioning of “BIM platform software and industry digital application and operation service provider”, focus on the core main businesses of BIM platform and software, design consulting and industry asset digital application, and take the assessment indicators of employee stock ownership plan as the goal, Promote the rapid development of the company’s business.
Huaxi Securities Co.Ltd(002926) released a research report that the policy guides the digital economy into the golden age. In terms of strength, since the beginning of the year, favorable policies related to the digital economy have been intensively introduced; At the same time, local governments have responded one after another to speed up the introduction of local support policies; Support both supply and demand in the direction of economy. On the one hand, guide and promote the integration of digital economy and real economy, and accelerate the digital transformation of small and medium-sized enterprises; On the one hand, establish digital industrial clusters to support the listing, opening and innovation of digital enterprises. In addition, as an important part of the digital economy, intelligent terminal concept stocks have also been frequently investigated by institutions recently China Galaxy Securities Co.Ltd(601881) said that as a product form of digital economy, electronic intelligent terminal will usher in sustained and rapid growth in demand in the future.
