The good news in the big data industry continues, and related concept stocks have become the focus of market attention. The analysis believes that with the development of the Internet, massive data connection has become a reality, and the big data industry will usher in the climax of the outbreak. Enterprises that provide IT infrastructure and application solutions, engage in big data collection and have data resources will have the opportunity to expand rapidly, and concept stocks are expected to become "flying pigs" in the market.
Big data policies will be introduced intensively.
Recently, Chen Zhu, Director of the Information and Software Services Department of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology supports the development of big data technology and industrial innovation, enhances the supporting capacity of large industries, and fosters new formats and models. In addition to formulating the "Thirteenth Five-Year Development Plan for Big Data Industry", the Ministry of Industry and Information Technology will also introduce a promotion plan to promote the development of big data industry.
According to reports, the Ministry of Industry and Information Technology will organize the implementation of the "R&D and Industrialization Project of Key Technologies and Products of Big Data", support the R&D and industrialization of key technology products through related projects and financial guidance, and develop big data application solutions for data-intensive industries such as industry, telecommunications, finance, transportation and medical care.
In fact, the big data industry can be described as a favorable policy in the near future. A few days ago, the State Council released the Action Plan for Promoting the Development of Big Data, proposing the goals to be achieved in the development and application of big data in China in the next five years to 10. By 2020, China will form a number of internationally competitive products such as software and hardware support platforms for big data processing, analysis and visualization; And cultivate 10 international leading big data core leading enterprises and 500 big data application, service and product manufacturing enterprises.
In fact, since "Big Data" was first written into "Government Work Report" in March 20 14, the government has been promoting the construction of big data industry, and the corresponding supporting policies have been released one after another. In the Guiding Opinions of the State Council on Actively Promoting internet plus Action released in July this year, almost all the 1 1 key actions involved mentioned the application of big data, which fundamentally affirmed the important role of big data in promoting the integration of the Internet and the real economy.
The industry believes that big data has become an important manifestation of national competitiveness, and it is expected that policies in the big data industry will be introduced intensively. Different from the trend of basic software industry catching up with the international mainstream, China's big data industry stands out in international competition. "Enterprises that provide IT infrastructure and application solutions, engage in big data collection and have data resources will have the opportunity to expand rapidly."
Zhao Jinwei, chief investment officer of Guangzhou Business Department of Minsheng Securities, said that from the perspective of economic development stage, if the first stage is to solve the problem of "supply in short supply" in the real economy through mass production, then China's economy will soon enter the second stage of development, that is, flexible production will solve the problem of "supply in short supply" in the current economy, and the purpose of flexible production is to meet the individual needs of customers and make production more targeted. The basis and premise of flexible production is to accurately identify customer needs, and the most important thing to realize this function is "data". Only by mastering enough data and analyzing the corresponding data can we produce products that meet the different needs of customers. "Data is wealth".
"The big data industry is expected to become the main engine driving economic development in the future, and its role is similar to that of China's real estate and automobile industries." Zhao Jinwei pointed out that the development of big data is inseparable from data collection, which will inevitably drive the procurement investment of software and hardware equipment in electronic related industries; Data analysis will inevitably lead to the use of cloud computing and supercomputer servers; The analyzed data will guide the production of enterprises to meet the needs of customers more pertinently, and promote and drive the development of various industries more effectively.
The big data industry will usher in a golden growth period.
"Data has become a strategic resource. Whoever has more data will have a future. " Analysts pointed out. As the central government continues to promote data openness, the big data industry has unlimited business opportunities, and related concept stocks are expected to become "flying pigs" for capital listing. Soochow securities (60 1555, Share Bar) believes that the industrialization of big data has developed at a high speed, and data security has risen to a new height. With the industrialization development of big data, big data has become one of the production factors of Internet economy to some extent.
The analysis believes that the big data industry will usher in a golden growth period in the next 5 to 10 years. According to the report released by the Index Research Institute of the National Financial Information Center, the size of China's big data market is expected to reach $23.8 billion in 20 16. Wang Sanshou, president of Guiyang Big Data Exchange, is one of the drafters of the Outline. In his view, the role of the Action Plan for Promoting Big Data Development is to activate the asset value of China's big data, and the market size of China's big data will reach one trillion yuan in the future.
"We say that big data itself is an asset, and it is everywhere. However, when there is no top-level design such as the big data development outline, local governments at all levels have not activated the data assets in the hands of the government. The government holds a large number of data assets and data resources. Once this value is released, I believe that the scale of the entire market will generate tens of billions, and even become the most important industry after the Internet. " Wang Sanshou said.
Shen Haibing, an analyst at Galaxy Securities, pointed out that the introduction of the action platform policy is an important milestone, the big data industry will usher in an accelerated development period, and related infrastructure investment and construction will usher in a climax. Huachuang Securities believes that there are frequent policies in the field of big data, and companies with data sources and analytical technologies have gained rare development opportunities. The whole big data field is expected to become a sustainable growth field in the next few years.
For investment opportunities in the big data industry, Zhao Jinwei suggested participating from the following angles: (1) concept stocks related to equipment demand brought by the layout of the big data industry. The big data industry is inseparable from super servers and super storage devices, which is the first industry to benefit from the big data layout. (2) Listed companies with good data sources in the industry. The data also has industry barriers, and it is familiar with the industry and has a wide source of industry data. In particular, listed companies that have long-term cooperation with relevant government departments are expected to benefit from the construction of "digital government affairs" and "smart cities".
The above is what Bian Xiao shared for you about the big data industry, and the concept stocks will become "flying pigs". For more information, you can pay attention to the global ivy and share more dry goods.