The state has continuously increased its support for scientific and technological innovation, and innovative industries have become a national strategy. Under the cultivation of national policies, the prosperity of new industries continues to rise, and the demand related to the industrial chain is expected to continue to be released. According to the president, the newly created ecological scale in China will reach 800 billion yuan in 2025.
Highlights of the company: domestic operating system leader;
This company is the core enterprise of China Electronics (CEC) network security and informatization. It has a relatively complete independent security software industry chain including operating system, middleware, security products and application systems, serving tens of thousands of customers in important areas of national economy such as government, taxation, finance and electric power. In 2020, R&D investment reached 65.438+0.32 billion yuan, a year-on-year increase of 654.38+0.93%, accounting for 654.38+07.99% of operating income. In 2020, the company achieved an operating income of 7.408 billion yuan, a year-on-year increase of 27.30%.
Integrating Kirin to Build "PK System": In the field of operating system, China Software Company and Tianjin Kirin completed the integration in March 2020, and changed its name to Kirin Software. Constantly improve the product ecology with operating system as the core, and speed up the adaptation work with CPU, BIOS, whole machine, peripherals and other products, and there will be broad space for sustainable growth in the future.
In the field of database, Wuhan Dameng, in which the company shares, focuses on the research and development and sales of domestic databases, with good product compatibility. According to CCID's data, Wuhan Dameng China Database Management System ranked first in the domestic database market in 20 19 years.
China Software is the main service provider in the field of national network security and informatization. With the gradual implementation of the innovation policy, the future growth space has been opened.
Highlights of the company: domestic machine faucet;
China Great Wall is a large-scale central enterprise and a leading enterprise in technological innovation of network information industry. The company has successfully broken through the key core technologies such as high-end general-purpose chip (CPU) and firmware, and formed a complete product industrial ecological chain of "core-end-cloud-control-network-security", and the whole chain has created a new generation of network information technology and industrial system. In 2020, the company achieved an operating income of 65.438+04.446 billion yuan, a year-on-year increase of 33.22%; The net profit was 498 million yuan, a year-on-year increase of 65,438+0.54%. The estimated revenue in the first quarter of 2002/kloc-0 is about 29120,000 yuan, up about160% year-on-year; The net profit returned to the mother was-1.90-65438+30 million yuan, and the loss was narrower than that in the same period in 2020.
There is a vast space for domestic substitution of CPU, which is expected to break the monopoly of overseas manufacturers: according to the data of Academician Ni Guangnan, there are about 20 million computers used by party and government organs nationwide. If all of them are replaced by domestic CPU, the space is very huge. According to the 2020 annual report, the company currently holds 3 1.50% equity of Tianjin Tengfei, which is expected to break the monopoly of overseas manufacturers and benefit from the dividend of domestic CPU replacement.
Tengfei CPU has been shipped in large quantities, benefiting from the development of new industries for a long time: Tianjin Tengfei, a subsidiary of China Great Wall, is a representative manufacturer adopting ARM architecture in China, with permanent authorization of ARMv8 instruction set architecture, and is expected to take the lead among domestic chip manufacturers. In 2020, the sales of Tengfei chips will exceed 65.438+0.5 billion yuan, and it is estimated that the revenue will exceed 65.438+0 billion yuan by 2024. By the end of 20 years, the number of software and hardware partners of Tengfei has exceeded 1600. With the continuous improvement of industrial ecology, Tengfei is expected to further open up the growth space.
The company is a large-scale central enterprise and a leading enterprise in technological innovation of network information industry. The CPU shipments of Tianjin Tengfei, a subsidiary, based on ARM architecture continued to grow. With the continuous promotion of innovation policy, the company has a broader growth space in the future.
Highlights of the company: domestic middleware faucet
2 1 in the first quarter, the company realized operating income of149 million yuan, up by 489.14% year-on-year; The net profit of returning to the mother was 25 million yuan, a year-on-year increase of1605438+0%; Non-net profit was RMB 90 million, up 123.09% year-on-year.
Middleware products quickly penetrated into government business, and the revenue performance was bright.
In 2020, the growth rate of corporate government business will reach 46.25%; The growth rate of energy business is 649.05%; The growth rate of financial business is 865,438+0.80%; The military business grew by 45.77%, and the government and key industries grew rapidly.
In 2020, the company's basic security product middleware realized an operating income of 269 million yuan, a year-on-year increase of 55.23%, and the number of middleware products and customers of the company achieved rapid growth simultaneously; Industry security (network security, smart emergency response, digital transformation) achieved revenue of 37 1 billion yuan, a year-on-year increase of 13.65%. Benefit from the demand promotion of new industries.
The newly-created business is laid out in many industries, and the four major sectors are developing simultaneously.
In terms of basic software, the demand of government customers will increase rapidly in 2020Q4, and the company is expected to continue to benefit; In terms of network security, the company continues to explore emerging markets such as electricity, medical care and finance.
In terms of smart emergency, the company launched localized DNS equipment products for government and enterprises to complete localization adaptation; In the digital transformation of government and enterprises, the company takes the data center as the core and goes deep into military data governance and core business.
In 2025, the market demand for middleware in China will reach 654.38+046 billion yuan, and the next five years will be the golden development period of the industry. With the further expansion of new industries, domestic middleware manufacturers have great advantages. As the industry leader, Dongfang Tong's market share will continue to increase.
According to Kun Peng's White Paper on the Development of Computing Industry, in 2023, the investment space of global computing industry will reach 1. 1.4 trillion US dollars, and that of China computing industry will reach 1.043 billion US dollars, with a broad localization space. With the successful demonstration in the field of party and government, new industries have accelerated to develop into eight key industries such as finance, telecommunications, energy, electric power, medical care, education, transportation and public utilities. Domestic information infrastructure is expected to usher in a new round of procurement boom, and the overall demand for new industrial chains is expected to be further boosted.
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