On January 17, the National Bureau of Statistics announced the operation of the national economy in 2021. According to preliminary accounting, China’s GDP in 2021 was 114367 billion yuan, an increase of 8.1% over the previous year at constant prices and an average increase of 5.1% in the two years.
Correspondingly, on January 17, the three major A-share indexes rose intensively. Among them, the stock index rose 0.58% to close at 3541.67 points. In addition, the sectors of information transmission, software and information technology services increased by 3.62%, ranking first in the industry increase list of the new CSRC.
The data released this time show that in 2021, the added value of information transmission, software and information technology service industry increased by 17.2% over the previous year, ranking the forefront of the tertiary industry.
According to IDC statistics, the global data management software market is expected to reach US $104.5 billion in 2025, with a compound growth rate of 13.9% from 2020 to 2025.
“With the continuous advancement of Enterprise Cloud and digitization, the global basic software market is undergoing rapid and systematic changes and bringing systematic investment opportunities. The reshaping of the market pattern and the explosive growth of enterprise demand also make software one of the most active and best performing technology sub sectors in the market in recent years.” Citic Securities Company Limited(600030) analyst Chen Junyun thinks so.
Looking back on the market performance in recent three years, the annual increases of information transmission, software and information technology services from 2019 to 2021 were 55.03%, 26.86% and 11.40% respectively.
From today’s market performance, 363 of the 387 tradable constituent stocks in the information transmission, software and information technology service sectors rose, accounting for 93.80%. Among them, the initial listing of Jiayuan technology increased by 75.19%. In addition, 35 stocks including digital people, Beijing Certificate Authority Co.Ltd(300579) , Beijing Haitian Ruisheng Science Technology Ltd(688787) , Xindian software, Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Egova Co.Ltd(300075) , Newcapec Electronics Co.Ltd(300248) all realized the daily limit.
In addition, 30 companies have taken the lead in disclosing the performance forecast of the annual report in 2021. During the reporting period, the performance of 26 companies was expected to be positive (a slight increase of 13, a pre increase of 12 and a turnaround), accounting for 86.67%. Among them, Shanghai Bright Power Semiconductor Co.Ltd(688368) , Amlogic (Shanghai) Co.Ltd(688099) , Jiahe Meikang, Goldcard Smart Group Co.Ltd(300349) , Navinfo Co.Ltd(002405) , Espressif Systems (Shanghai) Co.Ltd(688018) is expected to double the net profit attributable to the parent company year-on-year.
“Recently, A-Shares have been continuously adjusted, and many high-quality stocks have fallen sharply. Boosted by the economic data, market confidence is gradually recovering, and some high-quality leading stocks are expected to usher in restorative rising opportunities. 2022 is a big year for value investment, so it is recommended to grasp performance and other indicators to invest. At present, the probability of red envelope market is still large.” Yang Delong, chief economist of Qianhai open source fund, told reporters.
For investment opportunities in information transmission, software and information technology services, Soochow Securities Co.Ltd(601555) analyst Wang Zijing suggested paying attention to four main investment lines: first, the Internet of vehicles, intensive release of policies, gradual formation of industry planning, imminent commercialization of automatic driving, and paying attention to the overall opportunities of the industrial chain; Second, financial it, the comprehensive registration system is expected to be implemented, the reform and innovation of the financial industry continue, and the industry leaders benefit significantly; Third, energy it. Under the background of “carbon peaking and carbon neutralization”, energy information construction has become an important means of energy reform, paying attention to energy it service providers; Fourth, cloud computing, as the most mature and prosperous track, is expected to further broaden the application scenario and clarify the competition pattern in 2022. It is optimistic about cloud computing companies that fully enjoy the development dividends of the industry
the figure shows a list of market performance of some individual stocks. Prepared by: Xu Yiming
