Information Industry "Twelfth Five-Year" Plan Frequency Table

The Ministry of Industry and Information Technology recently issued a report saying that the “Twelfth Five-Year Development Plan for Software and Information Technology Service Industry” has recently been issued. The plan clarifies the development thinking and development goals for the “Twelfth Five-Year Plan” and determines 10 development priorities and 8 The major projects, put forward relevant policies and measures, the release of the plan, will further promote China's software and information technology service industry bigger and stronger.

Just yesterday, the Ministry of Industry and Information Technology also stated that the "12th Five-Year Development Plan for Information Security Industry" was also issued a few days ago. This plan has determined the priorities and major projects during the "12th Five-Year Plan" period, and put forward relevant policies and measures.

In early November, the Ministry of Industry and Information Technology has issued the “Twelfth Five-Year Development Plan for Electronic Certification Services”. Also yesterday, authoritative media reported that the "12th Five-Year Plan for Internet of Things" development plan has been officially released. The "Planning" clarified that during the "12th Five-Year Plan", the Internet of Things will implement five key projects: key technological innovation projects, standardization promotion projects, "10 districts and 100 enterprises" industrial development projects, demonstration projects in key areas, and public service platform construction projects. Among them, the key areas are mainly related to smart industry, smart agriculture, smart logistics, intelligent transportation, smart grid, smart environmental protection, smart security, smart medical and smart home.

Main capital inflows into individual stocks (12/09) Certain stocks fled fleeing. It is certain that sudden surges may come unexpectedly to the investors' gospel: the stocks have been saved! "The two plans mentioned by the Ministry of Industry and Information Technology's website are all important sub-sectors in the information industry, but the details of the specific plans, policies, and sub-sectors involved are not yet fully documented." Great Wall Securities Computing Industry Analysis Teacher Liu Shen told the "Popular Securities News" yesterday that for the impact of specific listed companies, they have to carefully study the full text of the various plans. Overall, the emerging information industry is still in the stage of rising sun, information systems, medical information, and financial services. The terminal is optimistic about next year.

According to the latest view of CICC, according to the industry development law and the “Twelfth Five-Year Plan” priority to support leading companies, it is recommended to pay attention to the industry leaders Digital China, Neusoft Group, UFIDA Software, Tai Chi, and Nan Tian, ​​a leading segment leader in the field. Information, Hang Seng Electronics, Jiuchi Software, Chuanda Zhisheng, Wanda Information. At the same time, according to the industry-leading technology development rules, it is recommended to pay attention to the Hande Information, Oriental Guoxin, Warburg shares, as well as Hua Sheng Tiancheng and other new technologies in advance cloud computing.

Huabao Securities believes that in 2012, it is firmly optimistic about the software services industry, and it will focus on recommending two types of investment opportunities. First, companies with steady growth expectations, and second, leaders in segments with low level of informationization and potential for outbreaks. Continuing highlights include Yanji Software, Focus Technology, Neusoft Carrier and Guanglianda. Century Riel, Teamsun and Tianyuan Dike still have opportunities. In addition, Yuanguang Software, Donghua Software, Hilong Software, Tianhao Technology, Qianxin Hengxin, Siweituxin, Digital Zhengtong, Weining Software, and HKUST Newsletter have not been covered for a long time.

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