Financial information innovation is expected to accelerate, and the information innovation sector ushers in new opportunities. Since 2021, Xinchuang has expanded from Party and government Xinchuang to industry Xinchuang, and the telecommunications and financial fields have been the first to start. Previously, Xinchuang in the financial industry was relatively conservative and the pilot process was slow. However, the implementation of financial Xinchuang in 22 years is expected to accelerate, and the relevant catalogue and policy expectations are strong. In the industry's information innovation market, haiguang of x86 architecture occupies a good share in the field of information innovation server by virtue of its ecological advantages, while Feiteng of arm architecture continues to break through in the industry's information innovation market with the release of Tengyun S2500 new chip, and the shipment of Feiteng chip has reached new highs. In addition, in 2021, the shipment of the party and government information and innovation market is still guaranteed, and the business performance of Feiteng, haiguang, Qilin and related listed companies continues to improve. Focus on the leading companies Dawning Information Industry Co.Ltd(603019) , China Greatwall Technology Group Co.Ltd(000066) of Xinchuang, as well as the middleware manufacturers Primeton Information Technologies Inc(688118) , Beijing Baolande Software Corporation(688058) benefiting from financial Xinchuang. Dawning Information Industry Co.Ltd(603019) : in the context of the 14th five year plan, new infrastructure and digital economy transformation have become important goals. The demand for key national scientific research projects continues to increase, and the company's high-end computer business is expected to benefit fully. China Greatwall Technology Group Co.Ltd(000066) : high tech electronic business is in a leading position in the field of national defense communication and will continue to benefit from the high prosperity of military informatization.
Kunpeng is an important engine of Huawei's computing industry. Huawei first released its "one cloud, two wings and two engines" computing industry strategy in September 19. "One cloud" refers to Huawei cloud, which provides a safe and reliable hybrid cloud through full stack innovation. "Two wings" refers to intelligent computing business and intelligent data and storage business. In the field of intelligent computing, it provides diversified computing power of "Kunpeng + shengteng + x86 + GPU" for end, edge and cloud. In the field of intelligent data and storage, it integrates storage, big data, database, AI and other technologies to provide complete solutions around the whole life cycle of data. "Dual engine" refers to the two basic chip families built around Kunpeng and shengteng to build a heterogeneous computing architecture. Chip is the bottom foundation for the whole computing industry to build all kinds of computing products and enable the upper software and applications. It is also the driving force for the sustainable innovation and development of the whole industrial chain. Only with a core can it be powerful. Huawei released Kunpeng 920 server chip based on ARM architecture in January 2019, realizing independent innovation in the field of domestic chips. Based on armv8 architecture, Kunpeng 920 chip is independently developed and designed by Huawei and manufactured by 7Nm process. It can support 32 / 48 / 64 cores, the main frequency can reach 2.6GHz, and supports 8-channel DDR4 and pcie4 0 and 100gloce networks, the memory bandwidth exceeds 46% of the existing products, the total bandwidth is 640gbps, and the system integration is also significantly increased. In addition, the single slot speed is twice that of the existing products, which effectively improves the performance of storage and various accelerators.
Kunpeng leads China's computing trillion blue ocean market. According to IDC's prediction, by 2023, the scale of China's computing industry market will reach 104.3 billion US dollars. Kunpeng computing ecosystem is a full stack of IT infrastructure, industry applications and services based on Kunpeng processor, including PC, server, storage, operating system, middleware, virtualization, database, cloud services, industry applications and consulting management services. For Kunpeng computing ecology, Huawei proposed the Kunpeng partnership plan, which will work with industrial partners to build a new computing industry ecology, jointly provide leading IT infrastructure and industrial applications based on Kunpeng processors for all walks of life, and explore China's trillion blue ocean computing market. In 2022, Kunpeng ecology has become more mature after nearly three years of development, and the partners of relevant industrial chains have considerable flexibility.
Investment suggestion: Huawei Kunpeng's ecological development is more mature, focusing on Kunpeng industrial chain Digital China Group Co.Ltd(000034) , Beijing Vastdata Technology Co.Ltd(603138) , Beijing Tongtech Co.Ltd(300379) , Talkweb Information System Co.Ltd(002261) . Financial information innovation continues to accelerate, and application and basic software and hardware manufacturers will benefit. It is recommended to Dawning Information Industry Co.Ltd(603019) , China Greatwall Technology Group Co.Ltd(000066) , Primeton Information Technologies Inc(688118) , Beijing Baolande Software Corporation(688058) , etc.
Risk warning: policy promotion is not as expected; Covid-19 epidemic is serious, and the economic development is less than expected.
