Big data policy will be introduced intensively
A few days ago, the Ministry of Industry and Information Technology Informationization and Software Services Division Director Chen Wei said that the Ministry of Industry and Information Technology to support the development of big data technology and industrial innovation, to enhance the ability to support the large industry, and to cultivate new forms of new models. The Ministry of Industry and Information Technology in addition to the development of "13th Five-Year Plan for the Development of Big Data Industry", will also be introduced to promote the development of the big data industry to promote the plan.
According to the introduction, the Ministry of Industry and Information Technology will organize the implementation of the "big data key technologies and products research and development and industrialization project", through the relevant projects and funds to guide the support of key technology products research and development and industrialization, and at the same time the development of data-intensive industries such as industry, telecom, finance, transportation, medical and other data-intensive big data application solutions.
In fact, the big data industry recently can be said to be favorable policies. Recently, the State Council issued the "Outline of Action for the Promotion of Big Data Development", which puts forward the goals that should be achieved for the development and application of big data in China in the next 5 to 10 years, and by 2020, China will form a number of internationally competitive products such as big data processing, analysis, visualization software and hardware support platforms; and cultivate 10 internationally leading core leading enterprises of big data and 500 big data application, service and product manufacturing enterprises.
In fact, since March 2014, "big data" was first written into the "Government Work Report", the government has been promoting the construction of the big data industry, the corresponding supporting policies are also coming out one after another. Issued in July of this year, the State Council on actively promoting the "Internet +" action of the guiding opinions of the 11 key actions involved in almost all mentioned for the application of big data, fundamentally affirmed the big data in the promotion of the Internet and the integration of the real economy in the important role.
Industry insiders believe that big data has become an important embodiment of the country's competitiveness, is expected to big data industry policy will be introduced intensively. Unlike the basic software industry is in the pursuit of international mainstream trends, China's big data industry has emerged in the international competition. "Relevant enterprises providing IT infrastructure and application solutions, engaging in big data collection and owning data resources will be given opportunities for high-speed expansion."
Zhao Jinwei, chief investment adviser of Minsheng Securities' Guangzhou sales department, said that from the point of view of the stage of economic development, if the first stage is to solve the real economy's "oversupply" situation through large-scale production, China's economy is about to enter the second stage of development, which is also known as the flexible production to solve the current economic "oversupply" situation, the Chinese economy is about to enter the second stage of development. "Oversupply" problem, and flexible production is to meet the individual needs of customers, so that production is more targeted. Flexible production to achieve the basis and premise is to accurately identify customer demand, and the most important to achieve this function is "data", only to master enough data and the corresponding data analysis, in order to produce products to meet the different needs of customers, "data is wealth! "
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"The big data industry is expected to become the main engine driving economic development in the future, and its role is similar to that of China's real estate and automobile industries." Zhao Jinwei pointed out that the development of big data first can not be separated from the data collection, data collection will inevitably lead to electronics-related industries, hardware and software equipment purchasing inputs; data analysis will inevitably lead to the use of cloud computing, supercomputer servers; analyzed data will guide the production of enterprises to more targeted to meet customer demand, more effectively promote and drive the development of various industries.
Big data industry will usher in a period of golden growth
"Data has become a strategic resource. Who has more data, who has the future." Analysts pointed out. As the central government continues to increase efforts to promote the opening of data, big data industry business opportunities are unlimited, the relevant conceptual stocks are expected to become the capital listing of the "flying pig". Soochow Securities believes that the industrialization of big data is developing at a high speed, and data security has risen to a new height. With the industrialization of big data, big data has become one of the production factors of the Internet economy.
Analysis suggests that in the next 5 to 10 years, the big data industry will usher in a golden growth period. The size of China's big data market is expected to reach 23.8 billion U.S. dollars in 2016, according to a report released by the Index Research Institute of the National Financial Information Center. Wang Sanshou, president of Guiyang Big Data Exchange, is one of the drafters of this Outline. In his view, the Outline of Action for Promoting the Development of Big Data serves to activate the asset value of China's big data, which will reach trillions of dollars in the future.
"We say that big data itself, as an asset, is ubiquitous, but it turns out that in the absence of such a top-level design as the Outline for the Development of Big Data, local governments at all levels are failing to activate the data assets in the hands of the government. The government holds a large number of data assets and data resources, and once this value is released, I believe the entire market will generate trillions of dollars, and even become the most important industry after the Internet." Wang Shanshou said.
Shen Haibing, an analyst at Galaxy Securities, pointed out that the introduction of the Outline of Action policy is an important milestone, and the big data industry has ushered in a period of accelerated development, and related infrastructure investment and construction will usher in a climax. CRE Securities is of the view that the policy in the field of big data is frequent, with data sources and analytical technology companies get a rare opportunity for development, the entire big data plate is expected to become a sustained growth areas in the next few years.
And for the investment opportunities in the big data industry, Zhao Jinwei suggests that the following ideas can be involved from the perspective of: (a) the big data industry layout brought about by the demand for equipment related to the concept of stocks. Big data industry can not be separated from the super server, super storage equipment, etc., which is the layout of the big data is the first gain industry. (ii) Listed companies with better data sources in the industry. Data also has industry barriers, familiar with the industry familiar, industry data sources, especially with government departments have a long time of cooperation with listed companies, is expected to benefit in the "digital government", "smart city" construction.
Individual stocks, Shen Haibing said optimistic about the application of big data in industry, health care, administration, tourism, transportation, finance and other industry verticals, in the policy and industry development trend of the double wave superimposed on the leading enterprises ushered in the best development opportunities. Key recommendations Orient State (300166 announcement, market, information, financial reports), Topsy (300299 announcement, market, information, financial reports), Oriental (300379 announcement, market, information, financial reports), Wave Information (000977 announcement, market, information, financial reports), Baoxin Software (600845 announcement, market, information, financial reports), YiHuaLu (300212 announcement, market, information, financial reports), and other leading companies. 300212 Announcement, market, information, financial reports), thousand square technology (002373 Announcement, market, information, financial reports) and other stocks.
Anxin Securities suggests focusing on companies that own big data, such as KU Xunfei (002230 announcement, market, information, financial reports), Wanda Information (300168 announcement, market, information, financial reports), Hengsheng Electronics (600570 announcement, market, information, financial reports), four-dimensional map of the new (002405 announcement, market, information, financial reports), Ufida Networks (600588 announcement, market, information, financial reports), and so on. (600588 Announcement, Sentiment, Information, Financial Report), Shenzhou Information (000555 Announcement, Sentiment, Information, Financial Report), Qianfang Technology, etc.; as well as companies that provide customers with big data analysis, operation, and services: Dongfang Guoxin, Dongfang Net Power (300367 Announcement, Sentiment, Information, Financial Report), Chaochu Software (300036 Announcement, Sentiment, Information, Financial Report), Qixingchen (002439 Announcement, Sentiment, Information, Financial Report), and Qixingchen (0024405 Announcement, Sentiment, Information, Financial Report). 002439 Announcement, market, information, financial reports), Oriental and Topsy, and so on.
The individual stock point of view
Dongfang Guoxin
Recently, Dongfang Guoxin announced that it won the bidding for China Telecom Group's big data aggregation platform project; coupled with the previous bidding for Unicom's and the mobile's big data centralized project, the company has become a simultaneous winner of the bidding for the three carriers' big data centralized project company. Analysis believes that the Orient State letter to become the industry's only one to help the three major telecommunications operators to realize the big data centralized construction of big data suppliers, strategic significance.
"In recent years, the three major carriers are actively laying out their big data strategies, exploring the data-centric, centralized and integrated "platform + application" model, and building diversified applications on the platform by constructing the group's unified, centralized and open big data platform. The big data platform has become the core of transformation. The company, as an important builder of the operator's big data platform, has a natural advantage in the exploration of future applications, and the company has already cooperated with the operator to explore new big data applications using data resources, and the landing is worth looking forward to." Anxin Securities report said.
It is reported that the Orient State letter is a leading domestic BI application software provider, relying on the technology and product accumulation in the field of business intelligence in the telecommunications industry, in recent years has been a sustained high-speed growth, in the first half of this year to achieve operating income and net profit increased by 35.51% year-on-year growth of 35.51% and 50.85% respectively. Anxin Securities believes that the company's development strategy is very clear, through the combination of endogenous and exogenous ways to expand the application of big data in various industries, the State Council through the "action program on the promotion of the development of big data", a clear indication that the era of big data has come, the company as the absolute leader in the industry will significantly benefit.
E-Hualu
At present, it is the only national enterprise among listed companies that focuses on providing overall solutions for urban intelligent transportation. Software research and development and application capabilities ranked first. Analysis suggests that the company, with the brand and reputation base of central enterprises, has been providing city managers with information technology construction and maintenance for many years, and providing information base support and services for government departments to carry out urban management and decision-making. Become the operating body of urban informatization service and the market body of urban life public **** service, with the articulation advantage of government big data operation.
It is reported that, as China's intelligent transportation and the city of the industry leader, YiHuaLu through the government data open and their own data precipitation, do big data operation, and then use the Internet model to provide application services. Currently running in the country, intelligent city project order harvest. Intelligent transportation, comprehensive service platform transformation C end, is backed by the automotive trillion blue ocean market. Electronic license plate, the company has occupied the data entrance, waiting for the release of policy dividends, to realize the extension of the car network.
Guo Hai Securities pointed out that the company from the engineering project type company is firmly to the Internet + government big data operation type transformation, the government data mobile Internet, build ecological system, the goal is to do the government big data first-class developers. The company has shown the ability to obtain the right to build projects, data access, the back will enter the stage of building the operating model, the development prospects are favorable.
Four-dimensional map new
Four-dimensional map new as the first domestic qualification of navigation electronic map production, the company was the first to engage in the commercialization of navigation electronic map development. The company took a series of actions in the first half of the year, including the holding of the map bar, released the fun driving 2.0 car networking overall solution; with Tencent's massive content resources, four-dimensional absolute leading edge in the pre-installation market, the map bar in the consumer side of the billion level of the user base, the company has formed a complete ecological chain layout of the cloud-based services + 2B + 2C.
"Considering the car networking will become the market scale beyond the mobile Internet super blue ocean, the company as the car networking industry's most core beneficiary subject, strongly optimistic about the company's potential to grow into a car networking giant." CITIC Securities research report said, the first half of the company in the car networking products and market active reserves, in the front and rear areas with domestic and foreign mainstream car factory vigorously promote cooperation, is expected in the second half of the company's car networking business is about to explode, interesting driving user volume is expected to realize a million blowout growth.
Bohai Securities pointed out that, in addition to the industrial chain layout and ecological construction, the company also rely on the business advantages of active traffic realization, the company is actively exploring the business model in the field of UBI auto insurance, automotive after-sales service market, and has been in-depth exchanges with a number of insurance companies, based on the future of the company's Telematics ecosystem of traffic realization can be expected.
Thousand Square Technology
The company is the only company in China that realizes large traffic data collection and platform across road traffic, civil aviation, and rail transportation. announced on September 2, the subsidiary of Beida Thousand Square acquired 70% of the equity of Guanhua Tianshi in cash of 50 million yuan to seize the entrance to the rail transportation data terminal. Performance, the first half of the company realized operating income and net profit increased by 20% and 27% respectively. In addition, Gong Tong is expected to realize net profit of 200-230 million yuan in January-September, an increase of 29.14%-48.51% year-on-year.
Bohai Securities believes that the company through the endogenous + epitaxial layout of three-dimensional transportation services, including underground rail transit, ground surface traffic and civil aviation information and other traffic data services, but also includes electronic license plates, electronic bus stops, intelligent parking and other transportation services, the business covers all areas of traffic and travel to provide a full range of traffic and travel services for the C-end users. The company has almost mastered all the C-end traffic and travel entrance, and the future traffic realization will be promising relying on the high-frequency and strong demand entrance of traffic and travel.
"After the acquisition of Guanhua to enter the rail transportation field, the company has basically realized the layout of large transportation data collection. Looking ahead, the company is expected to take a big step towards the field of large traffic data realization mainly based on the operation system. Business model change means transformation, and outreach is an important support for the Internet software industry to achieve sustained growth." Guotai Junan said. The company's recent acquisition of 12308 part of the equity, the accumulation of 3 million real-name active users, launched the first for the Internet C-terminal field of outreach mergers and acquisitions. The opening of the curtain of change under the release of capital operation ability, in vitro incubation injection and large mergers and acquisitions landing is worth looking forward to. Standing at the current point in time, the market for the company's extension of the probability of success of transformation urgently need to reassess.