On January 18, data security and other sectors related to the digital economy were at the forefront of growth again. Among them, Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) had a strong trading limit of 20cm for two consecutive trading days.
In terms of news, recently, Qiushi magazine published the important article of Xi Jinping general secretary "constantly strengthening, optimizing and expanding China's digital economy" in the second issue of 2022.
digital economy enters
national policy bonus period
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 overall arrangements 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 national policy dividend period, digital infrastructure and digital service 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 platform for government and enterprise digital services and related enterprises have great development potential.
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 a vivid digital training course and a strong digital accelerator. In 2020, the scale of China's digital economy will reach 39.2 trillion yuan, an increase of more than 3 trillion yuan over 2019.
The plan proposes that by 2025, the digital economy will move towards a comprehensive expansion period, the added value of 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.
institutional forecast 18 shares
net profit growth in 2021
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 twins, with a total market value of more than 900 billion yuan. The top three stocks with total market value 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 total market value of more than 80 billion yuan.
By the end of the third quarter of 2021, 16 stocks had obtained positions from more than 10 institutions, of which Hundsun Technologies Inc(600570) had obtained positions from 181 institutions, and 6 stocks such as Dbappsecurity Co.Ltd(688023) , China United Network Communications Limited(600050) , Westone Information Industry Inc(002268) had obtained positions from more than 20 institutions.
In terms of performance forecast, six stocks issued performance forecast, Silkroad Visual Technology Co.Ltd(300556) , Hundsun Technologies Inc(600570) performance increase, Dbappsecurity Co.Ltd(688023) performance decrease, 360 Security Technology Inc(601360) , Navinfo Co.Ltd(002405) losses. Navinfo Co.Ltd(002405) mainly benefited from the company's high-precision map, autopilot data compliance platform, autopilot solutions, the substantial increase in commercial mass production cooperation of intelligent Internet connection business, and the year-on-year growth of operating revenue of advanced auxiliary driving, autopilot business and Internet of vehicles business in 2020.
According to the statistics of data treasure, there are 18 stocks whose share prices have risen by more than 10% since the beginning of the year, of which 5 stocks such as Guangzhou Kingteller Technology Co.Ltd(002177) , Surfilter Network Technology Co.Ltd(300311) have increased by more than 20%; 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 Harbin Xinguang Optic-Electronics Technology Co.Ltd(688011) , Tellhow Sci-Tech Co.Ltd(600590) , Jilin Jinguan Electric Co.Ltd(300510) net profit is expected to increase by more than 150%, and the net profit of four stocks such as Xgd Inc(300130) , Global Infotech Co.Ltd(300465) is expected to double.
In terms of capital flow, Digital China Group Co.Ltd(000034) , Hangzhou Dptech Technologies Co.Ltd(300768) and other stocks obtained additional positions in the north after the opening of the year.
