On January 16, the national development and Reform Commission issued a document “vigorously promoting the healthy development of China’s digital economy”, which proposed that we should concentrate on tackling key core technologies and accelerate the realization of high-level self-reliance and self-improvement; Appropriately advance the deployment of new infrastructure construction and consolidate the foundation for the development of digital economy; We will further promote the digital transformation of traditional industries and accelerate the deep integration of digital technology and the real economy.
In addition, Wuhan has written “accelerating the growth of digital industry” into the government work report. In the next three years, the added value of digital economy will account for more than 50% of GDP; The “No. 1 document” issued by Dongguan municipal government in 2022 focuses on the high-quality development of digital economy. In three years, the financial fund will be no less than 10 billion yuan to promote industrial digitization and digital industrialization.
Anxin Securities believes that the main benefit directions are as follows: 1) construction direction: “vertical and horizontal” force. “Vertically”, digital construction is expected to sink to district and county-level villages. Combined with “rural revitalization, the demand for relevant information construction is expected to continue to release.” Horizontally, the informatization of key industries such as manufacturing, service and agriculture may be the focus of future construction. 2) core technology: not only strengthen the research in key fields, but also form an independent and controllable ecology. 3) cultivate large-scale software leaders: the leaders in subdivided fields are expected to benefit, and the “industry leaders” are expected to get more support when they go to sea. 4) Security: pay attention to data security and governance. Network security is the theme of long-term development.
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) .
