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Computer Industry Research Report: : How to look at the computer sector

Computer Industry Research Report: : How to look at the computer sector

2023-05-08

1. The industry has strong beta attribute 1.1 The industry trend is highly consistent with the valuation trend, and the beta attribute is stronger than alpha We believe that China's computer hardware and software industry is relatively backward compared with developed countries, the overall productization rate is low, most companies have poor business models, and combined with the impact of China's economic and policy cycles, the sustainability and predictability of sector performance growth is relatively weak.

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Application of computer system integration in medical field - electronic medical record is preferred

Application of computer system integration in medical field - electronic medical record is preferred

2023-05-08

According to the data of "2019-2020 China Hospital Informatization Survey Report" released by the Information Committee of China Hospital Association (CHIMA), in 2019-2020, electronic medical record integration has the highest priority in the construction of medical information system, accounting for 86.14%(876 hospitals). Medical quality supervision, clinically assisted decision making, big data construction and application, and patient services were the second to fifth priorities, with the proportions of 74.53%, 66.47%, 58.01% and 44.05%, respectively.

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Computer core logic: Technological change + policy drive

Computer core logic: Technological change + policy drive

2023-05-08

As a typical upstream industry, the main downstream demand source of the computer industry is the informatization demand of the G end (government) and the B end (large, small and medium-sized enterprises), and the informatization demand of the G end and the B end is influenced by technological changes and policies. Therefore, the continuous growth logic of the computer industry in the past 15 years is as follows: On the one hand, policies accelerate the increase of localization rate and informatization rate; on the other hand, technological changes lead to new business models and market demands (such as Internet and cloud, among which Internet has been falsified 15 years later).

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Leveraged policy and fundamental trends that reversed in late 2008

Leveraged policy and fundamental trends that reversed in late 2008

2023-05-08

Computers to the countryside, home appliances to the countryside. In December 2007, the Ministry of Finance and the Ministry of Commerce decided to carry out the pilot project of "sending home appliances to the countryside" in Shandong, Henan and Sichuan provinces, selecting color TV sets, refrigerators (freezers) and mobile phones that farmers are willing to buy. In early December 2008, the Ministry of Commerce and other government departments are investigating computer companies to find out the policy of "sending home appliances to rural areas" as part of a continuation of the central government's policy of expanding domestic demand. On December 31, 2008, the Opinions of The General Office of the State Council on Invigorating Circulation and Expanding Consumption proposed to comprehensively promote the work of sending household appliances to rural areas. Since February 1, 2009, China has extended the use of household appliances in rural areas from 12 provinces (autonomous regions and municipalities directly under the central government) to the whole country. At the same time, motorcycles, computers, water heaters and air conditioners are included in the policy subsidies for household appliances in rural areas. Since then the national PC sales surge, driven by the overall computer hardware manufacturers continued to improve performance.

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Since 2018, the computer market catalytic policy

Since 2018, the computer market catalytic policy

2023-05-08

Industrial Internet: The Guiding Opinions of The State Council on Deepening the Integrated Development of Manufacturing and the Internet (2016.05) will jointly advance the "Made in China 2025" and "Internet Plus" initiatives, build a platform for mass entrepreneurship and innovation integrating manufacturing and the Internet, cultivate new models and new forms of business, strengthen support for the information technology industry, improve information security, and fully unleash the power of "Internet Plus". Beijing Industrial Internet Development Action Plan (2018-2020) (2018.06) takes creating controllable core technologies of industrial Internet as a breakthrough, stimulating innovation vitality, transformation power and development potential of high-end, high-end industries in Beijing as the main line, leading the sustained and rapid development of China's industrial Internet, and promoting intelligent transformation and upgrading of manufacturing enterprises.

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