Digital economy is highly valued, and the 14th five year plan has been launched.
the digital economy sector performed strongly
digital currency and data security led the increase
In early trading on January 17, digital currency, data security, digital twin and other sectors related to the digital economy were at the forefront of gains. Among them, Synthesis Electronic Technology Co.Ltd(300479) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Advanced Digital Technology Co.Ltd(300541) in the digital currency sector and Beijing Certificate Authority Co.Ltd(300579) 20cm in the data security sector rose strongly.
In terms of news, recently, the second issue of Qiushi magazine in 2022 published an important article by national leaders, “constantly strengthening, optimizing and expanding China’s digital economy”. For a long time, China has always attached importance to the development of digital technology and digital economy. Since the 18th CPC National Congress, the general secretary has repeatedly stressed the need to develop the digital economy and delivered a series of important speeches.
\u3000\u3000 “At the same time, we should see that China’s digital economy is large but not strong and fast but not excellent compared with the world’s big and powerful digital economy. We should also see that there are some unhealthy and non-standard signs and trends in the rapid development of China’s digital economy. These problems not only affect the healthy development of the digital economy, but also violate laws and regulations and pose a threat to the national economic and financial security Threats must be resolutely corrected and dealt with. “
written into the 14th five year plan
strengthen, optimize and expand China’s digital economy
Digital currency is the cornerstone of the development of digital economy, data security is an important guarantee for the development of digital economy, and digital twins enable the development of digital economy.
Previously, the State Council issued the “14th five year plan” for the development of digital economy (hereinafter referred to as the “plan”), which defined the development direction of digital economy in the next five years.
The plan makes an overall plan for the development of digital economy from all aspects, including optimizing and upgrading digital infrastructure, vigorously promoting industrial digital transformation, accelerating digital industrialization, continuously improving the digital level of public services, and improving the digital economy governance system.
As the digital economy enters the dividend period of national policies, digital infrastructure and digital services related industries such as Internet communication, software and information services, e-commerce, which support and service industry transformation, will usher in rare development opportunities, and the development potential of government enterprise digital service platform and related enterprises is huge.
The white paper on the development of China’s digital economy issued by the China Institute of information and communications wrote that the epidemic is not only a vivid digital training course, but also a strong digital accelerator. In 2020, the scale of China’s digital economy will reach 39.2 trillion yuan, an increase of 3.3 trillion yuan over the previous year.
The plan proposes that by 2025, the digital economy will move towards a comprehensive expansion period, the added value of the core industries of the digital economy will account for 10% of GDP, and the competitiveness and influence of China’s digital economy will be steadily improved, accounting for 7.8% in 2020. The application penetration rate of industrial Internet platform reached 45%, nearly 30 percentage points higher than that in 2020.
18 share institutions predict that the net profit in 2021 is expected to increase significantly
According to the statistics of securities times · databao, the A-share market involves 54 digital economy concept stocks such as digital currency, data security and digital twin, with a market value of more than 800 billion yuan. The top three stocks with market value of China United Network Communications Limited(600050) , 360 Security Technology Inc(601360) , Hundsun Technologies Inc(600570) belong to digital twins, data security and digital currency concept stocks respectively, with a market value of more than 80 billion yuan.
In terms of performance forecast, Dbappsecurity Co.Ltd(688023) performance is pre reduced and Navinfo Co.Ltd(002405) losses are reversed, which mainly benefits from the company’s high-precision map, autopilot data compliance platform, autopilot solutions, commercialized mass production cooperation of intelligent Internet connection business, high-level auxiliary driving and autopilot business The operating revenue of Internet of vehicles business increased significantly year-on-year in 2020. Silkroad Visual Technology Co.Ltd(300556) performance is increased in advance.
According to the statistics of data treasure, there are 7 stocks whose share prices have risen by more than 10% since the beginning of the year, including Guangzhou Kingteller Technology Co.Ltd(002177) , Hyunion Holding Co.Ltd(002537) , Surfilter Network Technology Co.Ltd(300311) , etc; Dbappsecurity Co.Ltd(688023) , Westone Information Industry Inc(002268) , Topsec Technologies Group Inc(002212) decreased by more than 10%.
Further, among the above 54 stocks, 18 stocks predicted by the institution that the net profit will increase by more than 30% in 2021, of which the net profit of Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) , Tellhow Sci-Tech Co.Ltd(600590) , jinguanda is expected to increase by more than 150%, and the net profit of Xgd Inc(300130) , Global Infotech Co.Ltd(300465) is expected to double.
It is worth mentioning that Topsec Technologies Group Inc(002212) , Digital China Group Co.Ltd(000034) , Hangzhou Dptech Technologies Co.Ltd(300768) obtained the increased position of northbound funds after the opening of the new year.
