Market Review
Last week, the CSI 300 index fell 1.98%, the gem index rose 1.13%, and the computer (CITIC) sector fell 0.70%.
Industry highlights
AI shows a spiral development. In 2021, Chinese AI related enterprises increased by 64% year-on-year
Beijing released the industrial Internet development action plan, and the scale of core industries will reach 150 billion yuan in 2023
State Council: accelerate the optimization of the operation of intelligent products and services, and cultivate new growth points such as smart sales
The State Council printed and distributed the “14th five year plan” for the development of digital economy
Company dynamics
Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) : the holding subsidiary of the company plans to sign a procurement contract with the subordinate units of China Academy of Engineering Physics
Fujian Boss Software Corp(300525) : Heilongjiang Bosi, a wholly-owned subsidiary of the company, was re recognized as a high-tech enterprise
Beijing Baolande Software Corporation(688058) : the company granted 640000 restricted shares to the incentive object for the first time, accounting for 1.60% of the total share capital
Shanghai Guao Electronic Technology Co.Ltd(300551) : acquire 51% equity of Beijing Dongfang Gaosheng Investment Consulting Co., Ltd. and complete the industrial and commercial change registration
This week’s view
The senior management attaches great importance to the development of digital economy, and the long-term development of China’s digitization under the catalysis of policies can be expected. The policy has made important guidelines for digital development. Digital construction sinking, key industry construction, core technology R & D and network security have become the focus of construction. Domestic software manufacturers are expected to become the “pioneer” of Digital China. 1) “One network office” is the first to promote new software, which represents the sinking of government informatization from city to district and county, and brings large incremental market. It is recommended to pay attention to Fujian Boss Software Corp(300525) ; 2) In the field of enterprise digitization, the first Yonyou Network Technology Co.Ltd(600588) with the attributes of localization, cloud transformation and industrial Internet; 3) The new digital infrastructure for people’s livelihood has great potential. It focuses on Beijing Supermap Software Co.Ltd(300036) , Beijing Egova Co.Ltd(300075) , Cetc Digital Technology Co.Ltd(600850) in the field of grid management, digital pipe network, and Hangzhou Hikvision Digital Technology Co.Ltd(002415) and Zhejiang Dahua Technology Co.Ltd(002236) in the field of security; At the same time, it is recommended to pay attention to the fields of smart charging pile and smart parking lot Longshine Technology Group Co.Ltd(300682) , Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) .
Risk tip: the implementation progress of localization, intelligence and cloud is less than expected.
