On January 12, 2022, the State Council issued the “14th five year plan” for digital economy development. Coincidentally, on Xi Jinping January 15, the general secretary published an important article “constantly strengthening, optimizing and expanding China’s digital economy” in Qiushi magazine, which promoted the digital economy to a very high strategic position, and the digital economy has become one of the core themes of the times. *** Here, we have sorted out the key points of the 14th five year plan for the development of digital economy for learning and reference:
Overall requirements and objectives: by 2025, the added value of core industries of digital economy will account for 10% of GDP. By 2025, the digital economy will move towards a period of comprehensive expansion. The added value of the core industries of the digital economy will account for 10% of GDP, the number of IPv6 active users will reach 800 million, the number of Gigabit broadband users will reach 60 million, the scale of software and information technology service industry will reach 14 trillion yuan, and the application penetration rate of industrial Internet platform will reach 45%.
Among them, independent technology, infrastructure, industrial digitization and digital industrialization, data security and governance are the core contents. Data circulation system and data security are emphasized.
1) optimize and upgrade the digital infrastructure, and the bottom base manufacturers are expected to benefit. The main construction contents include: 1) increasing the capacity and speed of optical fiber network, 2) accelerating the large-scale deployment of 5g network, 3) promoting the large-scale deployment and application of IPv6, and 4) accelerating the upgrading of spatial information infrastructure. Manufacturers at the bottom of the digital economy are expected to benefit from it.
2) give full play to the role of data elements, and data security can be expected in the 100 billion market. Support market entities to carry out data collection in accordance with the law, focus on data labeling, cleaning, desensitization, declassification, aggregation, analysis and other links, and improve the level of data security. The personal information protection law, data security law and antitrust law may form the three legal pillars of China’s Internet supervision in the future, and the long-term potential market space for data security is expected to reach 100 billion.
3) vigorously promote the industrial digital transformation, and the intelligent landscape continues to be high. We should guide enterprises to strengthen digital thinking, improve employees’ digital skills and data management ability, comprehensively and systematically promote the digital transformation of business such as R & D and design, production and processing, operation management and sales service, and cultivate a number of professional digital transformation solution suppliers. Digital landing thousands of lines and industries, and the leaders of each subdivided IT industry occupy an advantageous position; AI has entered the accelerated landing stage, and the intelligent penetration of the automotive industry continues. By 2025, the penetration rate of L2 and above ADAS will reach 40%.
4) enhance the innovation ability of key technologies and improve the self-sufficiency guarantee ability of key products. We should aim at important technical fields such as industrial software, high-end chips and operating systems, give play to the advantages of the new national system and super large-scale market, and make up for the shortcomings of key technologies. The opengauss summit was successfully held, and China’s database ushered in leapfrog development. It is estimated that the industry scale will reach 50.94 billion yuan in 2025. With the steady progress of ecology, infrastructure such as Gauss, Kunpeng, Euler and Hongmeng are expected to jointly build China’s digital ecological base, and there is great potential for Xinchuang market.
Investment suggestions: 1) digital economy base: Inspur Electronic Information Industry Co.Ltd(000977) , Beijing E-Hualu Information Technology Co.Ltd(300212) , Dawning Information Industry Co.Ltd(603019) . 2) Data security: Westone Information Industry Inc(002268) , Qi An Xin Technology Group Inc(688561) , Dbappsecurity Co.Ltd(688023) , Sangfor Technologies Inc(300454) . 3) Xinchuang and Huawei: Beijing Vastdata Technology Co.Ltd(603138) , Beijing Tongtech Co.Ltd(300379) , Beijing Baolande Software Corporation(688058) , Yonyou Network Technology Co.Ltd(600588) , Beijing Kingsoft Office Software Inc(688111) , China Greatwall Technology Group Co.Ltd(000066) . 4) Industrial Digitization: Longshine Technology Group Co.Ltd(300682) , Yonyou Network Technology Co.Ltd(600588) , Beijing Shiji Information Technology Co.Ltd(002153) , Glodon Company Limited(002410) , Hundsun Technologies Inc(600570) , Shanghai Weaver Network Co.Ltd(603039) , Zwsoft Co.Ltd(Guangzhou)(688083) , Guangzhou Sie Consulting Co.Ltd(300687) , Zhejiang Supcon Technology Co.Ltd(688777) , Ygsoft Inc(002063) , Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) . 5) Industrial intelligence: Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Zhejiang Dahua Technology Co.Ltd(002236) , Iflytek Co.Ltd(002230) , Huizhou Desay Sv Automotive Co.Ltd(002920) , Thunder Software Technology Co.Ltd(300496) , Neusoft Corporation(600718) , Navinfo Co.Ltd(002405) , Vanjee Technology Co.Ltd(300552) , Shanghai Baolong Automotive Corporation(603197) , Autel Intelligent Technology Corp.Ltd(688208) .
Risk warning: the economic downturn exceeded expectations; Financial expenditure is lower than expected; Trade frictions intensified.
