Rapid growth of domestic software industry

Absrtact: Recently, the Ministry of Industry and Information Technology released 2014 years of software industry performance report. The report shows that 2014, China's software and information technology services industry to achieve software business income of 3.7 trillion yuan, an increase of 20.2%. In addition, February 2, China Telecom Heilongjiang Company

Recently, the Ministry of Industry and Information Technology issued a 2014-year software industry performance report. The report shows that 2014, China's software and information technology services industry to achieve software business income of 3.7 trillion yuan, an increase of 20.2%. In addition, February 2, China Telecom Heilongjiang Company and provincial State Security Office jointly held in Harbin, "to safety shield, cast the responsibility of society" as the theme of the national Information and Network Security Summit Forum. Forum, the provincial Department of National security experts to do the relevant national information security lectures, Heilongjiang Telecom showed the encryption of communications business, while inviting professional security terminal manufacturers on-site encryption mobile phone (secure mobile phone) of the leak proof demo.

Analysts said that 2014 China's software and information technology services industry as a whole showed a steady and rapid growth, income growth than the same period in 2013 slowed, industrial structure and layout benign adjustment, emerging areas of rapid growth in business. In this context, the domestic substitution produces the related hard software demand, the information security industry relates to the military communication, the Beidou, the smart card, the information security software system and so on related fields all will usher in the rare development opportunity, the innovation and the policy factor will drive the domestic software profession long-term growth, the domestic software industry's boom is rising rapidly

Buoyed by the upbeat news, the strong performance of China's domestic software concept stocks yesterday, ishares information, stone information, Jin Yu, and other 3 stocks trading, the new century, Ning Software, Ufida Network, long its software, Donghua software, Ronco technology, software, such as hyper-map of the same day the increase of more than 5%.

In terms of capital flow, there were 17 concept stocks in the plate yesterday, which showed a net inflow trend of large single funds, among them, Ufida Network, Neusoft group, such as 2 concept stocks large single capital inflow of more than billion, reached 404.5775 million yuan, 100.5577 million yuan, and Donghua software, Ning Software, Banyan software, gold card shares, Shi Ji information, oriental Country letter, Hua Sheng Tiancheng, long its software, Sunyard, letter, ishares Information and Ronco technology, such as the net inflow of funds more than 10 million yuan.

For the investment opportunities of the plate, China Merchants Securities said that 2015 is the year of reform, the Chinese economy is facing the transition pressure, the upgrading of industrial structure and the trend of consumption escalation irreversible, information technology will play an important role in this process, firm long-term optimistic about the domestic software sector. Set up future opportunities from four areas: first, core data network equipment field, reiterated to the war communications, ZTE and star network Rui Jie "recommended" rating; second, military communications, the maintenance of the maritime communication, new Sea, Hai Lanxin, vibration core technology "recommended" rating; third, the Smart card chip field, maintaining the same side of the core "recommended" Four, information security software applications, reiterated the "recommended" Day information rating.