The weak market in the information technology industry is hard to hide

This reporter Zhou Shaojie this year, the information technology industry plate trend continues to slump. In the recent market to maintain a weak backdrop, most companies to create a new Year's low, including the gem, the number of new shares fell particularly serious.　　Among them, the listing of the great wisdom of the Year (601519) has been down 45.84%.　　Unlike the two-tier market, most of the 53 information technology industry listed companies that have published 2011.5 annual reports are encouraging, with more than one-third per cent of the company's net profit growth exceeding 50%. Performance growth than expected according to the Ministry of Industry released data, the first half of this year, the national software sector to achieve revenue of 806.5 billion yuan, an increase of 29.3%, the growth rate of 0.2% per cent year-on-year, which completed revenue in June 182.8 billion yuan, the year-on-year increase of 32.9%.　　In this context, the relevant listed companies in the first half of the results. Wind statistics show that as of August 10, the information technology industry a total of 53 listed companies published 2011.5 annual reports, in addition to 10 companies in the first half of the results of the decline, the remaining 43 companies reported increased.　　Of these, the net profit growth of 20 companies exceeded 50%. The main business for the multimedia communications system development of the company's shares (300074) the first half of the year to achieve business income of 482 million yuan, an increase of 118.87%, to achieve net profit of 141 million yuan, an increase of 311.64% year-on-year, net profit growth in the industry first.　　The company said that revenue growth mainly from some of the major customers, of which a major customer confirmed income of more than 13 million yuan, accounting for the reporting period income of 27%. Recently, "hat" of new technology (600728) The first half of this year to achieve operating income of 291 million yuan, net profit of 20.26 million yuan, compared with the same period a year ago, growth of 132.63% and 244.65% respectively.　　During the reporting period, the company undertook Guangzhou Social Security surveillance video management and application platform project and a number of telecom operators cloud computing pilot project, but also with Microsoft and other international companies set up a strategic partnership to enter the Chinese cloud computing services market. With the expansion of Shenzhen Airport Air control tower control simulator and Chengdu Shuangliu Airport Tower Simulator, Inner Mongolia Air Traffic Control Branch ATC system and other projects completed acceptance or installation, Sichuan Outwit (002253) The first half of the year's performance increased significantly.　　During the reporting period, the Company completed its operating income of 47.2516 million yuan, an increase of 40.89%, to achieve net profit of 11.9836 million yuan, an increase of 126.01%.　　In addition, the Sea Lung Software (002195), Yi Hua record (300212), Allwin Communications (002231) the first half of the net profit increase of more than 100%, year-on-year growth of 125.41%, 123.31% and 107.4% respectively.　　The IT outsourcing industry will grow rapidly although the first half of the information technology sector has generally exceeded expectations, the two-tier market has been slow to react to related stocks, with most stock prices deviating from fundamentals. In this respect, Changjiang securities researcher Marcian pointsThe main reason is that the rise of new technologies such as the 2010 Internet of Things and cloud computing has given the industry too much expectation, while some of the concept stocks, which have been praised by the capital market, have been lower than expected for 2010 years, leading directly to the lower of the industry valuation in the first half of 2011.　　The analyst believes that in this market context, the investment focus for the second half of 2011 should be a return to focus on performance and focus on concepts and themes.　　Hongyuan Securities analyst Ying predicted that due to the industry's seasonal factors in the settlement and software value-added tax rebate, and other factors, some companies will be better in the second half of the year. CICC believes that the next 10 years will be the fast-growing golden decade for China's IT outsourcing industry, thanks to government support, the huge growth potential of the domestic market and the upgrading of the industry in the coming years.