Large data plate industry boom for at least 5 years

Absrtact: Special level qualification mainly revolves around the dense industry's large-scale industry information application integration ability, the market has the extremely strong entry barrier and the technical Service content, the future scale service-related industry will become the key dividing line between the general contractor and the general subcontractor

Special-level qualification mainly around the dense industry-related large-scale industry information application integration capabilities, the market has a strong entry barriers and technical service content, the future size of the service-related industry will become a distinction between the general contractor and the general subcontractor important watershed.

Ministry of Industry Computer Information System integration first intended to award the special level of enterprise publicity, shortlisted list includes China software, Neusoft Group, Wave software, Tai Chi shares. Yesterday, the stock of 4 companies all trading.

Kwong Card Senior researcher Cong to south all reporters that the current qualification system is a large number of qualified, vicious competition intensified, the move to the 4 companies is particularly good news, conducive to the growth of leading enterprises. Hongyuan Securities Deputy Director of Yi Huan also said that the special level of qualifications to show the government to promote the industry bigger and stronger determination, large software companies will take the opportunity to achieve leapfrog development.

The scale of services involved in the industry

"The shortlisted for these 4 companies is particularly good news," Cong said, the current system integration Enterprise qualification system, the level of more than 200 qualification, two qualification enterprises more than 400, vicious competition intensified, small and scattered industry, a large number of small and medium-sized system integration Enterprise gross profit margin is very low. The finalists built a moat for the 4 companies. Contact the Ministry of Industry led 16 domestic IT manufacturers to set up a national host system Industrial Alliance, the Politburo in Zhongguancun on the IT industry to learn, you can see the highest level in the policy level to support the industry leader, further localization of the trend is obvious.

Societe Generale securities researcher Shenyi also said that the acquisition of special-level qualification will become an important competitive advantage of the local system integration companies, the promulgation of the special level of the major industry-related industry information on the application of large-scale integration capabilities, the market has a strong entry barriers and technical service content, Whether the future size of the service-related industry will become a major dividing line between the general contractor and the general subcontractors.

The finalists of Tai Chi Stock securities operators also said that the special level of qualification, is the state for the service party and government, military, finance, telecommunications, transportation, energy and other important areas of security and reliable information system construction and protection, improve the computer Information System Integration Enterprise qualification management work an important measure. This entry will have a positive impact on the company's future business development.

Taiji shares mentioned above are the areas in which the 4 companies are involved.

Stimulated by this message, yesterday, the computer plate stock burst, Neusoft Group, Purple shares, wave software, China software, Taiji shares closed in the midday trading, long its software, Ufida early afternoon opening also sealed trading.

These companies are generally valued at more than 50 times times, Chinese software is as high as 276 times times, the wave of software multiples or negative, which makes many investors are puzzled: their collective trading is the news stimulus, or the industry outlook has been a geometric growth?

Cong says valuations in the big data industry are high in T M T, but they are normal and reasonable in terms of growth. An industry that is growing at a high rate, like the two-year network video, is now 50 times times more than 25 times times next year, so valuations are not an obstacle.

Large data plate industry boom for at least 5 years

"The Big Data plate is by no means a concept," says Cong, whose industry boom will last for at least 5 years.

"The information consumption supports the long-term aspect", Yi Huan said, the big data age, must establish the brand-new investment idea and the investment opportunity. Finance, transport, medical, retail, media, construction, television, education, automobiles, telecommunications, government in the era of large data technology was overthrown, of which the financial, telecommunications and government three market areas by large data technology subversion is the most likely, so, from the relevant industry information companies looking for investment target, The wisdom of the city investment direction is one of the three industrial chain, intelligent city construction is expected to usher in a climax, "Twelve-Five" period of Intelligent city construction will start a trillion yuan industry opportunities. Tai Chi shares and Neusoft group will also benefit.

He further analyzed that the Tai Chi shares are central ministries and major enterprises in the information construction of the main force, the future countries will be in the education, energy, public safety, health and other vertical areas, as well as the new gold project will soon start a more large-scale national information construction, as the IT national team by undertaking major projects, major projects, as well as Beijing, Shanghai, Guangzhou, Xi ' an four core regional market force, to achieve a further increase in market share.

Neusoft is China's largest IT solution and service provider, and long-term layout of the health management field, the signing of the Dalian Subway Project Special communication System General contracting project is the East soft in the domestic urban rail transit information field of another breakthrough.

Neusoft Group Securities operators said that the company had been involved in the smart city's top design business, the current 70% of the business involves intelligent cities, such as social security, health and so on.

Tai Chi shares securities operators also said that the company has set up a "smart City division", participated in several cities "smart city" consulting planning projects.