Policies promote the growth of demand for the information and innovation industry
Party and government information innovation at or above the municipal level will be launched in 2020 and will be completed in 2022; Starting in 2023, the information and innovation industry will enter the 2.0 stage of district and county sinking + industry expansion, and the replacement path will move from "key links and some markets" to "the whole industry chain and the whole industry", and gradually deepen to the internal core system.
Judging from the actual promotion in 2023, the demand for information innovation in the industry will be gradually released, but due to the tight budget of government financial funds, the release of the demand for information innovation in the party and government is still less than expected.
According to the SASAC's No. 79 document in 2022, it is expected that 100% of central state-owned enterprises will be replaced by information and innovation in 2027. At present, less than three years away from 2027, it is a general trend for policies to promote the demand growth of the information and innovation industry.
Both sides of supply and demand work together to accelerate the upward trend of information and innovation
From 2023 onwards, "adapting to the ecology", "winning the bid", and "product iteration" will become the keywords of the information and innovation industry. According to the statistics of Yiou think tank, in the past five years, the transaction frequency and transaction amount of the bidding of the information and innovation industry have increased year by year, and more than 70% of the current information and innovation demand is purchased through bidding.
Market-oriented procurement may drive the supply side to "easy to use" iteration. With the release of policy-driven demand, the positive cycle of "application-feedback-upgrade iteration-reapplication" has gradually formed, and both sides of supply and demand have worked together to accelerate the upward trend of the prosperity of the information and innovation industry chain.
The core of the digital acceleration of central state-owned enterprises is the acceleration of information innovation
Ultra-long-term treasury bonds continue to accumulate strength, and Q3 may usher in centralized issuance, providing funds for information and innovation. On May 13, the Ministry of Finance issued an arrangement for the issuance of ultra-long-term special treasury bonds, which will be used for the implementation of major national strategies and security capacity building in key areas, and is expected to issue 1 trillion yuan in 2024 (a total of 22 issuances), mainly in the third quarter.
From the central to the local government, the core of the digital acceleration of central state-owned enterprises is the acceleration of information innovation. Investors who are optimistic about the development prospects of the information and innovation sector can pay attention to the information and innovation ETF (562570), which closely tracks the CSI information technology application innovation industry index, and packages 50 core stocks of the information and innovation industry chain involving basic hardware, basic software, application software, information security and other subdivisions with one click.
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