E-commerce development plan issued by the electricity business and pay ushered in the spring

Yesterday, the Ministry of Industry issued the "E-commerce" Twelve-Five "Development Plan", the relevant plate and stock trend. What is the impact of planning release on related industries? What are the investment opportunities for investors? The reporter interviewed the correlation teacher yesterday.

News

Planning target for trading broken 18 trillion

"E-commerce" Twelve-Five "development Plan" shows that the Ministry of Industry to develop the specific objectives of E-commerce development: E-commerce turnover quadrupled, breakthrough 18 trillion yuan. Among them, e-commerce transactions between enterprises over the scale of more than 15 trillion yuan. Corporate online purchases and online sales accounted for more than 50% and 20% of total purchases and sales. The number of small and medium-sized enterprises that use electronic commerce regularly reaches more than 60%. Network retail turnover exceeded 3 trillion yuan, accounting for the total retail sales of consumer goods in the proportion of more than 9%. The service level of e-commerce has significantly improved, and a number of E-commerce enterprises and service brands with international influence have emerged.

Planning also specifically proposed, to explore the establishment of online and network trading activities of the contract performance credit records to promote the development of online credit services. We should accelerate the construction of socialized logistics system to meet the needs of e-commerce development, optimize the layout of logistics facilities such as logistics Public distribution center, transit distribution station, community distribution network, and actively explore the development mode of regional and industry logistics information platform. Encourage payment institutions to innovate payment services, enrich the payment of products, promote the mobile payment, telephone payment, prepaid card payment and other emerging electronic payment business healthy and orderly development, to meet the e-commerce activities of diversified, personalized payment needs. E-commerce enterprises and related supporting enterprises should be encouraged to strengthen cooperation and promote the development of logistics, payment, credit, financing, insurance, testing and certification services.

Interpretation

Show that the government is determined that the electricity dealers will popularize

On the impact of planning on E-commerce-related industries, Silver Teng financial news researcher Xudong said that the planning of the introduction of management recognized and vigorously develop e-commerce determination. Under the orderly planning development, the future e-commerce is expected to play a more important role in China's economy.

Datong Securities Investment consultant Shing that, with the gradual implementation of the planning objectives, the future of E-commerce will lead to the development of e-business enterprises related to the rapid growth of the performance of E-commerce, the gradual popularization of electronic commerce in many traditional enterprises, such as large-scale industry, trade and logistics will be in-depth application of E-commerce platform. In addition, the rapid development of E-commerce will stimulate the development of China's logistics industry, which will also lead to the formation of indirect logistics industry. Along with the development of electronic commerce, the logistics industry supporting development industry will also be given some opportunities for development.

Plate surface

Electronic information and payments rose before

Viewed from the plate, inspired by the planning release, electronic information and electronic payment plate in various sectors of the sector in the top. Yesterday, the electronic information plate rose 0.23%, which business treasure most conspicuous, a big Yang seal trading; the stone-matrix information followed by the tail plate trading, shun net technology rose 6.76%. The electronic payment plate rose 0.95%, the plate stock rose, Newland Rose 2.07%, the focus of science and technology rose 2%.

Policy

Pay attention to electric business platform electric business software Unit

Shing that the development of E-commerce will lead to the development of E-commerce platform, the relevant enterprises benefit, such as business treasure, focus technology. Electronic payment of the stock also has a certain role in promoting development, such as Heng Bao shares, but in view of the electronic payment part of the upstream and downstream industry chain involves more steps, but also to focus on the upper-class chip enterprises.

Huatai Securities analyst Liu Ying believes that the first positive E-commerce platform enterprises, shares including Suning appliances, business treasure, focus on science and technology; second, the benefit is e-commerce software developers, such as gold card shares, 35 interconnection, extension information, network technology, East letter Peace, Hang Seng electronics; Again, the benefits are the mobile payment industry chain, such as ZTE, 35 interconnection, Heng Bao shares, Tian Yu information, Datang Telecom, Crystal Source electronics.

Prompted

Prevent the short-term weakening after good cashing

Huaan Securities senior investment manager Zhang Zhaowei reminded investors, buy related stocks can not blindly follow suit, lest the fund quilt. Technically speaking, these stocks in this round of rebound have gone through a relatively large increase in planning to prevent after the introduction of good cash, short-term expectations weakened. However, the electronic commerce sector is expected to enter a rapid development period, the future can be involved in the middle line layout.

This edition of this reporter Xu Li bin this newspaper map what will