Xinchuang is the abbreviation of "information technology application innovation", and its industry mainly includes cloud computing, software (operating system, middleware, database, various application software), hardware (GPU/CPU, mainframe, various terminals), security (network security) and other fields under the new generation of information technology, covering important fields such as the safety and controllability of the whole industry chain and independent innovation from the underlying basic software and hardware of IT to the upper application software.
The development background of new industries mainly comes from two aspects:
1, national information security.
In the past, domestic IT standards, architecture, products and ecology were basically dominated by foreign-funded enterprises, and there were many security problems.
2. The risk of getting stuck in the neck.
The US imperialists are blocking us more and more in the field of science and technology, from hardware to software, which can be said to be cruel. Based on external environmental factors, China must gradually establish its own IT infrastructure and standards to accelerate the upgrading of innovative industries. Independent innovation and localization have become the general trend.
Stocks related to new industries:
Chips: China Great Wall, Zhongke Shuguang.
System: China Software, Chengmai Technology and Tongxin Software.
Software: Jinshan Office.
Databases: Taiji, Wuhan Dameng and Shenzhou GM.
Safety: Convinced, Venus Star, Anheng Information, Zhongfu Information, 360.
Others: Digital China, Dongfang Tong.
Judging from the trend, the new creation plate has been sideways for a long time since this year, and it is not prominent in the whole computer plate. Especially in May and June, there was a big correction, and the market was worried about government spending and price wars in the industry. But now, many previous concerns have been ruled out by the actual landing situation, and the certainty of the plate is getting stronger and stronger.
Generally speaking, the newly created market has a large capacity, but the competitive pattern is the key. At present, new industries have produced companies recognized by the market, such as Jinshan Office, which are basically recognized as flawless companies in the computer field in terms of product capacity, market share and competition pattern.