The important message of the weekend: getting bigger and stronger in the digital economy

Author | Akeno

Hello everyone, I'm Akino!

The CSI 300 has been down for two consecutive weeks, and the ChiNext index has been red last week, so it should be stable years ago. Automotive electronics should be said to be the first to lead the new energy rebound, at the end of last year has been said to be this direction, but indeed the reaction is somewhat fast, anyway, the valuation is not cheap, but compared with lithium batteries, the story of intelligence is still relatively long, automatic driving is certainly not out of this year or two, so some of the leaders, there are some of the most front-end technology companies, I think it is possible to continue to study and track.

Here's some information for next weekend:

On January 12, 2022, the State Council released the 14th Five-Year Plan for the Development of the Digital Economy

Overall requirements and goals: By 2025, the digital economy will move towards a period of comprehensive expansion, with the added value of the core industries of the digital economy accounting for 10% of GDP, the number of active IPv6 users reaching 800 million, the gigabit broadband users reaching 60 million, the scale of software and information technology service industry reaching 14 trillion yuan, and the application penetration rate of industrial Internet platforms reaching 45%.

On January 15, the top leader published an important article in Qiushi magazine "Continuously Strengthening, Optimizing and Enlarging China's Digital Economy", and the two articles were issued at the same time, which elevated the digital economy to a very high strategic position, and the digital economy has become one of the core themes of the times.

The article began by pointing out that the Internet, big data, cloud computing, artificial intelligence, blockchain and other technologies have accelerated innovation, and the computer track has ushered in a highlight moment.

To strengthen the key core technology research is to closely follow independent innovation, realize scientific and technological self-reliance and self-improvement as soon as possible, and emphasize the cause of credit creation. Accelerate the construction of new infrastructure, cloud computing is an important digital information infrastructure; cultivate large-scale software enterprises with international influence, focus on breakthroughs in key software, promote the software industry to become bigger and stronger, enhance key software technology innovation and supply capabilities, and pay attention to leading digital enterprises in the computer industry, such as Yonyou Network and Kingsoft Office.

To promote the integration and development of the digital economy and the real economy, we must grasp the direction of digitalization, networking, and intelligence, and promote the digitization of manufacturing, service industry, agriculture and other industries, the basis of industrial digital intelligence is ERP, and we must pay attention to the industrial Internet related to manufacturing.

To promote the development of digital industries in key areas, it is necessary to focus on key areas such as integrated circuits, new displays, communication equipment, and intelligent hardware, accelerate the forging of long boards, make up for shortcomings, cultivate a number of large enterprises with international competitiveness and ecologically leading enterprises with industrial chain control, and build an independent and controllable industrial ecology. Repeated emphasis has been placed on localization of xinchuang.

Some institutions believe that autonomous technology, infrastructure, industrial digitalization and digital industrialization, data security and governance are the core contents. Data circulation system and data security are emphasized.

1) Optimize and upgrade the digital infrastructure, and the underlying base manufacturers are expected to benefit. The main construction contents include: 1) expanding the capacity and speeding up the optical fiber network, 2) accelerating the large-scale deployment of 5G networks, 3) promoting the application of IPv6 scale deployment, and 4) accelerating the upgrading of spatial information infrastructure. The underlying pedestal manufacturers of the digital economy are expected to benefit from it.

2) Give full play to the role of data elements, data security hundreds of billions of market can be expected. Support market entities to carry out data collection in accordance with laws and regulations, focusing on data labeling, cleaning, desensitization, declassification, aggregation, analysis and other links, while improving the level of data security. The Personal Information Protection Law, the Data Security Law, and the Anti-Monopoly Law may constitute the three legal pillars of China's Internet supervision in the future, and the long-term potential market space for data security is expected to reach 100 billion.

3) Vigorously promote the digital transformation of the industry, and the intelligent prosperity continues to be high. It is necessary to guide enterprises to strengthen digital thinking, improve employees' digital skills and data management capabilities, comprehensively and systematically promote the digital transformation of enterprise research and development design, production and processing, operation and management, sales and services, and cultivate a number of professional digital transformation solution providers. Digitalization has landed in thousands of industries, and the leaders of each subdivision IT industry occupy the dominant card slot; while AI has entered the accelerated landing stage, and the intelligent penetration of the automotive industry continues to penetrate, and by 2025, the penetration rate of L2 and above ADAS will reach 40%.

4) Enhance the ability of key technological innovation and enhance the self-sufficiency of key products. It is necessary to aim at important technical fields such as industrial software, high-end chips, and operating systems, give full play to the advantages of the new national system and the super-large-scale market, and make up for the shortcomings of key technologies. The openGauss Summit was successfully held, and the domestic database ushered in a leapfrog development, and the industry scale is expected to reach 50.94 billion yuan in 2025. With the steady advancement of the ecology, Gaosi, Kunpeng, Euler, Hongmeng and other infrastructure are expected to jointly build a digital ecological base in China, and the Xinchuang market has great potential.

Related Subjects:

1) Digital economy base: Inspur Information, Yi Hualu, Shuguang.

2) Data security: Weishitong, Qianxin, Anheng Information, Convinced.

3) Xinchuang and Huawei: Massive Data, Dongfangtong, Boland, Yonyou Network, Kingsoft Office, Great Wall of China.

4) Industrial digitalization: Longxin Technology, Yonyou Network, Guolian Shares, Shiji Information, Guanglianda, Hang Seng Electronics, 5 Pan-Micro Network, Zhongwang Software, Saiyi Information, Zhongkong Technology, Yuanguang Software, Jieshun Technology.

5) Industrial intelligence: Hikvision, Dahua Shares, iFLYTEK, Desay SV, Zhongke Chuangda, Neusoft Group, NavInfo, Wanji Technology, Baolong Technology, Daotong Technology.

6) Digital Yuan: New Guodu, New Cape, Lakala, New World, Jingbei, Yuxin Technology, Kelan Software, Xinan Century.

———— this sector, the main problem is actually more general, and relatively virtual, many companies business is not easy to understand and not easy to track, but the general plate is not large, and the stock price is low, so it is unlikely to have a beta market, basically alpha market, and the probability of demon stocks is a little higher.

In addition, there is also information on the weekend that on January 16, the National Development and Reform Commission issued the "Notice on Promoting Consumption in the Near Future". The "Circular" requires that the supply of cultural and sports programs such as online television, online movies, and live broadcasts of events be increased during the Spring Festival, and that online video platforms be encouraged to screen movies at low prices for a limited time; carry out colorful ice and snow consumption activities, optimize services such as transportation and communications, equipment sales and leasing, emergency rescue, etc., and encourage the reduction of ticket prices and parking fees; maintain the order of the Spring Festival market, strictly prohibit unfair competition, "two choices one", "big data killing", and selling infringing and counterfeit goods; and guide e-commerce enterprises to open the Spring Festival without closing "Model, online holding of new year goods procurement, catch up with the big market and other promotional activities."

———— overall is still good for film and television and e-commerce, this sector is basically the Hong Kong stock Internet plate, the biggest problem in this song industry is the growth of the industry itself, but the idea of Spring Festival consumption may be worth mining, especially the recent frequent outbreak of the national epidemic, local New Year's consumer demand.