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2022-01-13

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The State Council releases 10 trillion grade favorable, this industry will soar 8 times in 5 years

2021-06-03

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07:59","market":"us","language":"zh","title":"The State Council releases 10 trillion grade favorable, this industry will soar 8 times in 5 years","url":"https://stock-news.laohu8.com/highlight/detail?id=1147853569","media":"券商中国","summary":"1月12日，国务院正式发布《“十四五”数字经济发展规划》","content":"<p><html><head></head><body>Heavy benefits are coming back to the market!</p><p>On January 12th, the State Council officially released the 14th Five-Year Plan for Digital Economy Development. According to the plan, by 2025, the digital economy will move towards a period of comprehensive expansion, and the added value of the core industries of the digital economy will account for 10% of GDP. According to industry analysts, assuming that the total GDP in 2025 is 130 trillion yuan, it means that the added value of the core industries of digital economy will reach 13 trillion yuan. In 2020, this figure was only about 7.8 trillion yuan.</p><p>From the planning point of view, seven aspects, such as the number of active IPv6 users, the number of gigabit broadband users, the scale of software and information technology services, the application penetration rate of industrial Internet platform, the national online retail sales, the scale of e-commerce transactions and the scale of real-name users of online government services, have been quantified. Among them, the number of gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. The application penetration rate of industrial Internet platform has nearly tripled.</p><p>In the planning, you can also see the concepts that were hot in 2019, such as digital twin and edge computing. In addition, the plan also mentions the development of new formats such as interactive video, immersive video and cloud games. Develop innovative \"cloud life\" services, deepen the integration of artificial intelligence, virtual reality, 8K high-definition video and other technologies, and expand applications in social networking, shopping, entertainment, exhibition and other fields. These also have some similarities to the \"metaverse\" that is currently in vogue.</p><p>Come and read the report!</p><p>10 trillion level positive</p><p>Digital economy is the main economic form after agricultural economy and industrial economy. It is a new economic form with data resources as the key element, modern information network as the main carrier, integration and application of information and communication technology and digital transformation of all factors as the important driving force, and promotes more unified fairness and efficiency. On January 12th, the State Council officially released the 14th Five-Year Plan for Digital Economy Development. So, how much benefit can this plan bring?</p><p>During the \"13th Five-Year Plan\" period, China has thoroughly implemented the digital economy development strategy, continuously improved digital infrastructure, accelerated the cultivation of new formats and new models, and promoted digital industrialization and industrial digitalization to achieve positive results. In 2020, the added value of the core industries of China's digital economy accounted for 7.8% of the gross domestic product (GDP).</p><p>According to the above plan, by 2025, the digital economy will move towards a period of comprehensive expansion, the added value of the core industries of the digital economy will account for 10% of GDP, the ability of digital innovation to lead development will be greatly improved, the level of intelligence will be significantly enhanced, the integration of digital technology and the real economy will achieve remarkable results, the digital economy governance system will be more perfect, and the competitiveness and influence of China's digital economy will be steadily improved. Assuming that the total GDP in 2025 is 130 trillion yuan, it means that the added value of the core industries of the digital economy will reach 13 trillion yuan. In 2020, this figure was only about 7.8 trillion yuan. There was a huge amount of room for improvement.</p><p>Seven Aspects Welcome Drive, Broadband Subscribers to Increase 8 Times in 5 Years</p><p>From a breakdown point of view, the planning also gives accurate data. Seven aspects, including the number of active IPv6 users, the number of gigabit broadband users, the scale of software and information technology services, the application penetration rate of industrial Internet platform, the national online retail sales, the scale of e-commerce transactions and the scale of real-name users of online government services, have been quantified. Among them, the number of gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. The application penetration rate of industrial Internet platform has nearly tripled.<img src=\"https://static.tigerbbs.com/a4a4e60c9cb4742c3884507c8f1eab79\" tg-width=\"796\" tg-height=\"542\" referrerpolicy=\"no-referrer\"/>The plan proposes to build an intelligent comprehensive digital information infrastructure with high-speed ubiquitous, integrated heaven and earth, cloud and network integration, intelligent and agile, green and low-carbon, safe and controllable. Promote the expansion of backbone network in an orderly manner, coordinate the construction of gigabit optical fiber network and 5G network infrastructure, promote the commercial deployment and large-scale application of 5G, prospectively deploy the technology reserve of the sixth generation mobile communication (6G) network, increase the research and development support of 6G technology, and actively participate in the promotion of 6G international standardization. This may benefit optical fiber and 6G concept stocks.</p><p>According to the plan, we will speed up the construction of data element market rules, cultivate market players, improve the governance system, and promote the market circulation of data elements. Encourage market players to explore the data asset pricing mechanism, promote the formation of a data asset catalog, and gradually improve the data pricing system. This may benefit data operators.</p><p>The plan proposes to comprehensively improve the functions of the national integrated government service platform, speed up the standardization, standardization and convenience of government services, continuously improve the digitalization and intelligence level of government services, and realize the \"one-stop service\" of high-frequency services that benefit enterprises and convenience the people. This may benefit the digital government sector.</p><p>Support the construction of various industry-university-research collaborative innovation platforms, open up the innovation chain that runs through the whole process of basic research, technology research and development, pilot maturation and industrialization, focus on the layout of 5G, Internet of Things, cloud computing, big data, artificial intelligence, blockchain and other fields, and break through integrated technologies such as intelligent manufacturing, digital twin, urban brain, edge computing and brain-computer fusion. Concepts such as digital twins and edge computing were hyped in early 2019, and this plan may boost these concepts again.</p><p>Strengthen the popularization and application of ultra-high-definition TV, and develop new formats such as interactive video, immersive video and cloud games. Develop innovative \"cloud life\" services, deepen the integration of artificial intelligence, virtual reality, 8K high-definition video and other technologies, expand the applications in social networking, shopping, entertainment, exhibition and other fields, and promote the upgrading of life and consumption quality. These formulations are relatively similar to the current popular concept of metaverse.</p><p>Institutional Perspective</p><p><a href=\"https://laohu8.com/S/601066\">CITIC Construction Investment</a>The State Council issued the 14th Five-Year Plan for the Development of Digital Economy, which involves optimizing and upgrading digital infrastructure, giving full play to the role of data elements, vigorously promoting industrial digital transformation, accelerating digital industrialization and strengthening the security system of digital economy. Suggested concerns:</p><p>First, the \"Plan\" puts the gigabit optical fiber network before 5G, and makes it clear that the number of gigabit broadband users will reach 60 million in 2025, an increase of 8.4 times compared with 2020, which means that the next focus of network construction will pay more attention to the gigabit optical network. 2021 is the first year of the outbreak of domestic gigabit broadband, with a net increase of over 30 million users in that year. It is estimated that the number of domestic gigabit broadband users is expected to exceed 70 million in 2022. In November 2021, the penetration rate of domestic Gigabit broadband users was only 6.3%, with great room for improvement. Rapid development of gigabit broadband will promote the volume of home gateways and pay attention to them<a href=\"https://laohu8.com/S/300571\">Pingzhi Information</a>、<a href=\"https://laohu8.com/S/300504\">Tianyi Shares</a>、<a href=\"https://laohu8.com/S/000810\">Skyworth Digital</a>Etc.</p><p>Second, the \"Plan\" clearly states that it is necessary to speed up the layout of satellite communication networks and promote the construction of satellite Internet. The American \"Starlink\" program has launched nearly 2,000 low-orbit satellites, and the rhythm is far ahead. The development of domestic satellite Internet is imminent, and 2022 is expected to be the first year of real development. It is recommended to pay attention to satellite radio frequency chip suppliers<a href=\"https://laohu8.com/S/002402\">He Ertai</a>。</p><p>Third, the \"Plan\" clearly states that the application penetration rate of industrial Internet platform should reach 45% in 2025, an increase of 30.3pp compared with 2020. The application penetration rate of industrial Internet platform is used as a comprehensive evaluation index, including \"equipment to the cloud, business to the cloud, industrial APP application and innovation, edge-cloud collaboration\", etc. In addition, the Plan emphasizes the need to promote enterprises to go to the cloud and promote cloud-network collaboration and computing-network integration. These underlying layers are inseparable from cloud computing, especially it is expected to promote the development of private cloud and hybrid cloud. I suggest paying attention to cloud infrastructure providers.</p><p>According to<a href=\"https://laohu8.com/S/601555\">Soochow Securities</a>According to the data, from the perspective of local governments, various localities have actively introduced measures related to digital economy, and most of them are based on action plans. Hebei Province (xiong'an new area), Zhejiang Province, Fujian Province, Guangdong Province, Chongqing City, Sichuan Province, etc. have successively launched national digital economy innovation and development pilot zones. It can be seen that the state regards the digital economy as an innovation for China's economy to achieve transformation and high-quality development<a href=\"https://laohu8.com/S/838275\">driving force</a>The importance and support for the digital economy are constantly increasing, and the digital economy will usher in further development.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The State Council releases 10 trillion grade favorable, this industry will soar 8 times in 5 years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe State Council releases 10 trillion grade favorable, this industry will soar 8 times in 5 years\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2022-01-13 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Heavy benefits are coming back to the market!</p><p>On January 12th, the State Council officially released the 14th Five-Year Plan for Digital Economy Development. According to the plan, by 2025, the digital economy will move towards a period of comprehensive expansion, and the added value of the core industries of the digital economy will account for 10% of GDP. According to industry analysts, assuming that the total GDP in 2025 is 130 trillion yuan, it means that the added value of the core industries of digital economy will reach 13 trillion yuan. In 2020, this figure was only about 7.8 trillion yuan.</p><p>From the planning point of view, seven aspects, such as the number of active IPv6 users, the number of gigabit broadband users, the scale of software and information technology services, the application penetration rate of industrial Internet platform, the national online retail sales, the scale of e-commerce transactions and the scale of real-name users of online government services, have been quantified. Among them, the number of gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. The application penetration rate of industrial Internet platform has nearly tripled.</p><p>In the planning, you can also see the concepts that were hot in 2019, such as digital twin and edge computing. In addition, the plan also mentions the development of new formats such as interactive video, immersive video and cloud games. Develop innovative \"cloud life\" services, deepen the integration of artificial intelligence, virtual reality, 8K high-definition video and other technologies, and expand applications in social networking, shopping, entertainment, exhibition and other fields. These also have some similarities to the \"metaverse\" that is currently in vogue.</p><p>Come and read the report!</p><p>10 trillion level positive</p><p>Digital economy is the main economic form after agricultural economy and industrial economy. It is a new economic form with data resources as the key element, modern information network as the main carrier, integration and application of information and communication technology and digital transformation of all factors as the important driving force, and promotes more unified fairness and efficiency. On January 12th, the State Council officially released the 14th Five-Year Plan for Digital Economy Development. So, how much benefit can this plan bring?</p><p>During the \"13th Five-Year Plan\" period, China has thoroughly implemented the digital economy development strategy, continuously improved digital infrastructure, accelerated the cultivation of new formats and new models, and promoted digital industrialization and industrial digitalization to achieve positive results. In 2020, the added value of the core industries of China's digital economy accounted for 7.8% of the gross domestic product (GDP).</p><p>According to the above plan, by 2025, the digital economy will move towards a period of comprehensive expansion, the added value of the core industries of the digital economy will account for 10% of GDP, the ability of digital innovation to lead development will be greatly improved, the level of intelligence will be significantly enhanced, the integration of digital technology and the real economy will achieve remarkable results, the digital economy governance system will be more perfect, and the competitiveness and influence of China's digital economy will be steadily improved. Assuming that the total GDP in 2025 is 130 trillion yuan, it means that the added value of the core industries of the digital economy will reach 13 trillion yuan. In 2020, this figure was only about 7.8 trillion yuan. There was a huge amount of room for improvement.</p><p>Seven Aspects Welcome Drive, Broadband Subscribers to Increase 8 Times in 5 Years</p><p>From a breakdown point of view, the planning also gives accurate data. Seven aspects, including the number of active IPv6 users, the number of gigabit broadband users, the scale of software and information technology services, the application penetration rate of industrial Internet platform, the national online retail sales, the scale of e-commerce transactions and the scale of real-name users of online government services, have been quantified. Among them, the number of gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. The application penetration rate of industrial Internet platform has nearly tripled.<img src=\"https://static.tigerbbs.com/a4a4e60c9cb4742c3884507c8f1eab79\" tg-width=\"796\" tg-height=\"542\" referrerpolicy=\"no-referrer\"/>The plan proposes to build an intelligent comprehensive digital information infrastructure with high-speed ubiquitous, integrated heaven and earth, cloud and network integration, intelligent and agile, green and low-carbon, safe and controllable. Promote the expansion of backbone network in an orderly manner, coordinate the construction of gigabit optical fiber network and 5G network infrastructure, promote the commercial deployment and large-scale application of 5G, prospectively deploy the technology reserve of the sixth generation mobile communication (6G) network, increase the research and development support of 6G technology, and actively participate in the promotion of 6G international standardization. This may benefit optical fiber and 6G concept stocks.</p><p>According to the plan, we will speed up the construction of data element market rules, cultivate market players, improve the governance system, and promote the market circulation of data elements. Encourage market players to explore the data asset pricing mechanism, promote the formation of a data asset catalog, and gradually improve the data pricing system. This may benefit data operators.</p><p>The plan proposes to comprehensively improve the functions of the national integrated government service platform, speed up the standardization, standardization and convenience of government services, continuously improve the digitalization and intelligence level of government services, and realize the \"one-stop service\" of high-frequency services that benefit enterprises and convenience the people. This may benefit the digital government sector.</p><p>Support the construction of various industry-university-research collaborative innovation platforms, open up the innovation chain that runs through the whole process of basic research, technology research and development, pilot maturation and industrialization, focus on the layout of 5G, Internet of Things, cloud computing, big data, artificial intelligence, blockchain and other fields, and break through integrated technologies such as intelligent manufacturing, digital twin, urban brain, edge computing and brain-computer fusion. Concepts such as digital twins and edge computing were hyped in early 2019, and this plan may boost these concepts again.</p><p>Strengthen the popularization and application of ultra-high-definition TV, and develop new formats such as interactive video, immersive video and cloud games. Develop innovative \"cloud life\" services, deepen the integration of artificial intelligence, virtual reality, 8K high-definition video and other technologies, expand the applications in social networking, shopping, entertainment, exhibition and other fields, and promote the upgrading of life and consumption quality. These formulations are relatively similar to the current popular concept of metaverse.</p><p>Institutional Perspective</p><p><a href=\"https://laohu8.com/S/601066\">CITIC Construction Investment</a>The State Council issued the 14th Five-Year Plan for the Development of Digital Economy, which involves optimizing and upgrading digital infrastructure, giving full play to the role of data elements, vigorously promoting industrial digital transformation, accelerating digital industrialization and strengthening the security system of digital economy. Suggested concerns:</p><p>First, the \"Plan\" puts the gigabit optical fiber network before 5G, and makes it clear that the number of gigabit broadband users will reach 60 million in 2025, an increase of 8.4 times compared with 2020, which means that the next focus of network construction will pay more attention to the gigabit optical network. 2021 is the first year of the outbreak of domestic gigabit broadband, with a net increase of over 30 million users in that year. It is estimated that the number of domestic gigabit broadband users is expected to exceed 70 million in 2022. In November 2021, the penetration rate of domestic Gigabit broadband users was only 6.3%, with great room for improvement. Rapid development of gigabit broadband will promote the volume of home gateways and pay attention to them<a href=\"https://laohu8.com/S/300571\">Pingzhi Information</a>、<a href=\"https://laohu8.com/S/300504\">Tianyi Shares</a>、<a href=\"https://laohu8.com/S/000810\">Skyworth Digital</a>Etc.</p><p>Second, the \"Plan\" clearly states that it is necessary to speed up the layout of satellite communication networks and promote the construction of satellite Internet. The American \"Starlink\" program has launched nearly 2,000 low-orbit satellites, and the rhythm is far ahead. The development of domestic satellite Internet is imminent, and 2022 is expected to be the first year of real development. It is recommended to pay attention to satellite radio frequency chip suppliers<a href=\"https://laohu8.com/S/002402\">He Ertai</a>。</p><p>Third, the \"Plan\" clearly states that the application penetration rate of industrial Internet platform should reach 45% in 2025, an increase of 30.3pp compared with 2020. The application penetration rate of industrial Internet platform is used as a comprehensive evaluation index, including \"equipment to the cloud, business to the cloud, industrial APP application and innovation, edge-cloud collaboration\", etc. In addition, the Plan emphasizes the need to promote enterprises to go to the cloud and promote cloud-network collaboration and computing-network integration. These underlying layers are inseparable from cloud computing, especially it is expected to promote the development of private cloud and hybrid cloud. I suggest paying attention to cloud infrastructure providers.</p><p>According to<a href=\"https://laohu8.com/S/601555\">Soochow Securities</a>According to the data, from the perspective of local governments, various localities have actively introduced measures related to digital economy, and most of them are based on action plans. Hebei Province (xiong'an new area), Zhejiang Province, Fujian Province, Guangdong Province, Chongqing City, Sichuan Province, etc. have successively launched national digital economy innovation and development pilot zones. It can be seen that the state regards the digital economy as an innovation for China's economy to achieve transformation and high-quality development<a href=\"https://laohu8.com/S/838275\">driving force</a>The importance and support for the digital economy are constantly increasing, and the digital economy will usher in further development.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f10e83adefc31ff5335d358707356263","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147853569","content_text":"重磅利好再临市场！1月12日，国务院正式发布《“十四五”数字经济发展规划》。根据该规划，到2025年，数字经济迈向全面扩展期，数字经济核心产业增加值占GDP比重达到10%。业内人士分析，假定2025年GDP总量为130万亿，那意味着数字经济核心产业增加值将达13万亿元。而2020年，这一数据仅为7.8万亿元左右。从规划来看，IPv6活跃用户数、千兆宽带用户数、软件和信息技术服务业规模、工业互联网平台应用普及率、全国网上零售额、电子商务交易规模和在线政务服务实名用户规模等七大方面都有重点量化。这其中，千兆宽带用户数要从2020年的640万增至2025年的6000万，增长规模按近8.3倍。而工业互联网平台应用普及率增长亦接近两倍。在规划中，还可以看到数字孪生、边缘计算等2019年头热炒的概念。此外，规划还提到发展互动视频、沉浸式视频、云游戏等新业态。创新发展“云生活”服务，深化人工智能、虚拟现实、8K高清视频等技术的融合，拓展社交、购物、娱乐、展览等领域的应用。这些也与当下正流行的“元宇宙”有一些相似之处。来看报道！10万亿级别利好数字经济是继农业经济、工业经济之后的主要经济形态，是以数据资源为关键要素，以现代信息网络为主要载体，以信息通信技术融合应用、全要素数字化转型为重要推动力，促进公平与效率更加统一的新经济形态。1月12日，国务院正式发布《“十四五”数字经济发展规划》。那么，这个规划究竟能带来多大利好？“十三五”时期，我国深入实施数字经济发展战略，不断完善数字基础设施，加快培育新业态新模式，推进数字产业化和产业数字化取得积极成效。2020年，我国数字经济核心产业增加值占国内生产总值（GDP）比重达到7.8%。根据上述规划，到2025年，数字经济迈向全面扩展期，数字经济核心产业增加值占GDP比重达到10%，数字化创新引领发展能力大幅提升，智能化水平明显增强，数字技术与实体经济融合取得显著成效，数字经济治理体系更加完善，我国数字经济竞争力和影响力稳步提升。假定2025年GDP总量为130万亿，那意味着数字经济核心产业增加值将达13万亿元。而2020年，这一数据仅为7.8万亿元左右。提升空间可谓巨大。七个方面迎驱动，宽带用户5年要增8倍从细分来看，规划亦给出了精确的数据。IPv6活跃用户数、千兆宽带用户数、软件和信息技术服务业规模、工业互联网平台应用普及率、全国网上零售额、电子商务交易规模和在线政务服务实名用户规模等七大方面都有重点量化。这其中，千兆宽带用户数要从2020年的640万增至2025年的6000万，增长规模按近8.3倍。而工业互联网平台应用普及率增长亦接近两倍。规划提出，要建设高速泛在、天地一体、云网融合、智能敏捷、绿色低碳、安全可控的智能化综合性数字信息基础设施。有序推进骨干网扩容，协同推进千兆光纤网络和5G网络基础设施建设，推动5G商用部署和规模应用，前瞻布局第六代移动通信（6G）网络技术储备，加大6G技术研发支持力度，积极参与推动6G国际标准化工作。这可能利好光纤、6G概念股。根据规划，加快构建数据要素市场规则，培育市场主体、完善治理体系，促进数据要素市场流通。鼓励市场主体探索数据资产定价机制，推动形成数据资产目录，逐步完善数据定价体系。这可能利好数据运营商。规划提出，全面提升全国一体化政务服务平台功能，加快推进政务服务标准化、规范化、便利化，持续提升政务服务数字化、智能化水平，实现利企便民高频服务事项“一网通办”。这可能利好数字政务板块。支持建设各类产学研协同创新平台，打通贯穿基础研究、技术研发、中试熟化与产业化全过程的创新链，重点布局5G、物联网、云计算、大数据、人工智能、区块链等领域，突破智能制造、数字孪生、城市大脑、边缘计算、脑机融合等集成技术。数字孪生、边缘计算等概念在2019年初曾被热炒，这一规划可能再度提振这些概念。加强超高清电视普及应用，发展互动视频、沉浸式视频、云游戏等新业态。创新发展“云生活”服务，深化人工智能、虚拟现实、8K高清视频等技术的融合，拓展社交、购物、娱乐、展览等领域的应用，促进生活消费品质升级。这些提法与当下流行的元宇宙概念较为相近。机构的观点中信建投表示，国务院印发《“十四五”数字经济发展规划》，涉及优化升级数字基础设施、充分发挥数据要素作用、大力推进产业数字化转型、加快推动数字产业化、强化数字经济安全体系等。建议关注：一、《规划》将千兆光纤网络放在5G之前，明确2025年千兆宽带用户要达6000万户，较2020年增长8.4倍，意味着接下来网络建设的重点将更关注千兆光网。2021年是国内千兆宽带的爆发元年，当年净增用户超3000万户，预计2022年国内千兆宽带用户有望超7000万户。2021年11月国内千兆宽带用户渗透率仅6.3%，提升空间大。千兆宽带快速发展将推动家庭网关放量，关注平治信息、天邑股份、创维数字等。二、《规划》明确要加快布局卫星通信网络，推动卫星互联网建设。美国“星链”计划已发射低轨卫星近2000颗，节奏遥遥领先。国内卫星互联网发展已经迫在眉睫，2022年有望成为真正的发展元年，建议关注卫星射频芯片供应商和而泰。三、《规划》明确提出2025年工业互联网平台应用普及率要达到45%，较2020年提升30.3pp。工业互联网平台应用普及率作为综合性评价指标，包括“设备上云、业务上云、工业APP应用与创新、边云协同”等。此外，《规划》强调要推动企业上云，推进云网协同与算网融合。这些底层都离不开云计算，尤其有望推动私有云、混合云的发展，我建议关注云基础设施提供商。据东吴证券的资料，从地方政府角度看，各地积极出台数字经济相关措施，并且多以行动计划为主，河北省（雄安新区）、浙江省、福建省、广东省、重庆市、四川省等已相继启动国家数字经济创新发展试验区。可见国家将数字经济视为我国经济实现转型、高质量发展的创新驱动力，对于数字经济的重视程度和支持力度都在不断加大，数字经济将迎来进一步发展。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118051932,"gmtCreate":1622709252326,"gmtModify":1704189380255,"author":{"id":"3556159811233875","authorId":"3556159811233875","name":"mapleoooooo","avatar":"https://static.tigerbbs.com/710e1ef71a785cf50c0d8fd53c30bf45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3556159811233875","idStr":"3556159811233875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>up up","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>up up","text":"$Skillz Inc(SKLZ)$up up","images":[{"img":"https://static.tigerbbs.com/7b201ffab49eaef2a9f87382c10df3a8","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118051932","isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9002584628,"gmtCreate":1642041236622,"gmtModify":1676533675198,"author":{"id":"3556159811233875","authorId":"3556159811233875","name":"mapleoooooo","avatar":"https://static.tigerbbs.com/710e1ef71a785cf50c0d8fd53c30bf45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556159811233875","authorIdStr":"3556159811233875"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002584628","repostId":"1147853569","repostType":4,"repost":{"id":"1147853569","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1642031955,"share":"https://ttm.financial/m/news/1147853569?lang=en_US&edition=fundamental","pubTime":"2022-01-13 07:59","market":"us","language":"zh","title":"The State Council releases 10 trillion grade favorable, this industry will soar 8 times in 5 years","url":"https://stock-news.laohu8.com/highlight/detail?id=1147853569","media":"券商中国","summary":"1月12日，国务院正式发布《“十四五”数字经济发展规划》","content":"<p><html><head></head><body>Heavy benefits are coming back to the market!</p><p>On January 12th, the State Council officially released the 14th Five-Year Plan for Digital Economy Development. According to the plan, by 2025, the digital economy will move towards a period of comprehensive expansion, and the added value of the core industries of the digital economy will account for 10% of GDP. According to industry analysts, assuming that the total GDP in 2025 is 130 trillion yuan, it means that the added value of the core industries of digital economy will reach 13 trillion yuan. In 2020, this figure was only about 7.8 trillion yuan.</p><p>From the planning point of view, seven aspects, such as the number of active IPv6 users, the number of gigabit broadband users, the scale of software and information technology services, the application penetration rate of industrial Internet platform, the national online retail sales, the scale of e-commerce transactions and the scale of real-name users of online government services, have been quantified. Among them, the number of gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. The application penetration rate of industrial Internet platform has nearly tripled.</p><p>In the planning, you can also see the concepts that were hot in 2019, such as digital twin and edge computing. In addition, the plan also mentions the development of new formats such as interactive video, immersive video and cloud games. Develop innovative \"cloud life\" services, deepen the integration of artificial intelligence, virtual reality, 8K high-definition video and other technologies, and expand applications in social networking, shopping, entertainment, exhibition and other fields. These also have some similarities to the \"metaverse\" that is currently in vogue.</p><p>Come and read the report!</p><p>10 trillion level positive</p><p>Digital economy is the main economic form after agricultural economy and industrial economy. It is a new economic form with data resources as the key element, modern information network as the main carrier, integration and application of information and communication technology and digital transformation of all factors as the important driving force, and promotes more unified fairness and efficiency. On January 12th, the State Council officially released the 14th Five-Year Plan for Digital Economy Development. So, how much benefit can this plan bring?</p><p>During the \"13th Five-Year Plan\" period, China has thoroughly implemented the digital economy development strategy, continuously improved digital infrastructure, accelerated the cultivation of new formats and new models, and promoted digital industrialization and industrial digitalization to achieve positive results. In 2020, the added value of the core industries of China's digital economy accounted for 7.8% of the gross domestic product (GDP).</p><p>According to the above plan, by 2025, the digital economy will move towards a period of comprehensive expansion, the added value of the core industries of the digital economy will account for 10% of GDP, the ability of digital innovation to lead development will be greatly improved, the level of intelligence will be significantly enhanced, the integration of digital technology and the real economy will achieve remarkable results, the digital economy governance system will be more perfect, and the competitiveness and influence of China's digital economy will be steadily improved. Assuming that the total GDP in 2025 is 130 trillion yuan, it means that the added value of the core industries of the digital economy will reach 13 trillion yuan. In 2020, this figure was only about 7.8 trillion yuan. There was a huge amount of room for improvement.</p><p>Seven Aspects Welcome Drive, Broadband Subscribers to Increase 8 Times in 5 Years</p><p>From a breakdown point of view, the planning also gives accurate data. Seven aspects, including the number of active IPv6 users, the number of gigabit broadband users, the scale of software and information technology services, the application penetration rate of industrial Internet platform, the national online retail sales, the scale of e-commerce transactions and the scale of real-name users of online government services, have been quantified. Among them, the number of gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. The application penetration rate of industrial Internet platform has nearly tripled.<img src=\"https://static.tigerbbs.com/a4a4e60c9cb4742c3884507c8f1eab79\" tg-width=\"796\" tg-height=\"542\" referrerpolicy=\"no-referrer\"/>The plan proposes to build an intelligent comprehensive digital information infrastructure with high-speed ubiquitous, integrated heaven and earth, cloud and network integration, intelligent and agile, green and low-carbon, safe and controllable. Promote the expansion of backbone network in an orderly manner, coordinate the construction of gigabit optical fiber network and 5G network infrastructure, promote the commercial deployment and large-scale application of 5G, prospectively deploy the technology reserve of the sixth generation mobile communication (6G) network, increase the research and development support of 6G technology, and actively participate in the promotion of 6G international standardization. This may benefit optical fiber and 6G concept stocks.</p><p>According to the plan, we will speed up the construction of data element market rules, cultivate market players, improve the governance system, and promote the market circulation of data elements. Encourage market players to explore the data asset pricing mechanism, promote the formation of a data asset catalog, and gradually improve the data pricing system. This may benefit data operators.</p><p>The plan proposes to comprehensively improve the functions of the national integrated government service platform, speed up the standardization, standardization and convenience of government services, continuously improve the digitalization and intelligence level of government services, and realize the \"one-stop service\" of high-frequency services that benefit enterprises and convenience the people. This may benefit the digital government sector.</p><p>Support the construction of various industry-university-research collaborative innovation platforms, open up the innovation chain that runs through the whole process of basic research, technology research and development, pilot maturation and industrialization, focus on the layout of 5G, Internet of Things, cloud computing, big data, artificial intelligence, blockchain and other fields, and break through integrated technologies such as intelligent manufacturing, digital twin, urban brain, edge computing and brain-computer fusion. Concepts such as digital twins and edge computing were hyped in early 2019, and this plan may boost these concepts again.</p><p>Strengthen the popularization and application of ultra-high-definition TV, and develop new formats such as interactive video, immersive video and cloud games. Develop innovative \"cloud life\" services, deepen the integration of artificial intelligence, virtual reality, 8K high-definition video and other technologies, expand the applications in social networking, shopping, entertainment, exhibition and other fields, and promote the upgrading of life and consumption quality. These formulations are relatively similar to the current popular concept of metaverse.</p><p>Institutional Perspective</p><p><a href=\"https://laohu8.com/S/601066\">CITIC Construction Investment</a>The State Council issued the 14th Five-Year Plan for the Development of Digital Economy, which involves optimizing and upgrading digital infrastructure, giving full play to the role of data elements, vigorously promoting industrial digital transformation, accelerating digital industrialization and strengthening the security system of digital economy. Suggested concerns:</p><p>First, the \"Plan\" puts the gigabit optical fiber network before 5G, and makes it clear that the number of gigabit broadband users will reach 60 million in 2025, an increase of 8.4 times compared with 2020, which means that the next focus of network construction will pay more attention to the gigabit optical network. 2021 is the first year of the outbreak of domestic gigabit broadband, with a net increase of over 30 million users in that year. It is estimated that the number of domestic gigabit broadband users is expected to exceed 70 million in 2022. In November 2021, the penetration rate of domestic Gigabit broadband users was only 6.3%, with great room for improvement. Rapid development of gigabit broadband will promote the volume of home gateways and pay attention to them<a href=\"https://laohu8.com/S/300571\">Pingzhi Information</a>、<a href=\"https://laohu8.com/S/300504\">Tianyi Shares</a>、<a href=\"https://laohu8.com/S/000810\">Skyworth Digital</a>Etc.</p><p>Second, the \"Plan\" clearly states that it is necessary to speed up the layout of satellite communication networks and promote the construction of satellite Internet. The American \"Starlink\" program has launched nearly 2,000 low-orbit satellites, and the rhythm is far ahead. The development of domestic satellite Internet is imminent, and 2022 is expected to be the first year of real development. It is recommended to pay attention to satellite radio frequency chip suppliers<a href=\"https://laohu8.com/S/002402\">He Ertai</a>。</p><p>Third, the \"Plan\" clearly states that the application penetration rate of industrial Internet platform should reach 45% in 2025, an increase of 30.3pp compared with 2020. The application penetration rate of industrial Internet platform is used as a comprehensive evaluation index, including \"equipment to the cloud, business to the cloud, industrial APP application and innovation, edge-cloud collaboration\", etc. In addition, the Plan emphasizes the need to promote enterprises to go to the cloud and promote cloud-network collaboration and computing-network integration. These underlying layers are inseparable from cloud computing, especially it is expected to promote the development of private cloud and hybrid cloud. I suggest paying attention to cloud infrastructure providers.</p><p>According to<a href=\"https://laohu8.com/S/601555\">Soochow Securities</a>According to the data, from the perspective of local governments, various localities have actively introduced measures related to digital economy, and most of them are based on action plans. Hebei Province (xiong'an new area), Zhejiang Province, Fujian Province, Guangdong Province, Chongqing City, Sichuan Province, etc. have successively launched national digital economy innovation and development pilot zones. It can be seen that the state regards the digital economy as an innovation for China's economy to achieve transformation and high-quality development<a href=\"https://laohu8.com/S/838275\">driving force</a>The importance and support for the digital economy are constantly increasing, and the digital economy will usher in further development.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The State Council releases 10 trillion grade favorable, this industry will soar 8 times in 5 years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe State Council releases 10 trillion grade favorable, this industry will soar 8 times in 5 years\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2022-01-13 07:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Heavy benefits are coming back to the market!</p><p>On January 12th, the State Council officially released the 14th Five-Year Plan for Digital Economy Development. According to the plan, by 2025, the digital economy will move towards a period of comprehensive expansion, and the added value of the core industries of the digital economy will account for 10% of GDP. According to industry analysts, assuming that the total GDP in 2025 is 130 trillion yuan, it means that the added value of the core industries of digital economy will reach 13 trillion yuan. In 2020, this figure was only about 7.8 trillion yuan.</p><p>From the planning point of view, seven aspects, such as the number of active IPv6 users, the number of gigabit broadband users, the scale of software and information technology services, the application penetration rate of industrial Internet platform, the national online retail sales, the scale of e-commerce transactions and the scale of real-name users of online government services, have been quantified. Among them, the number of gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. The application penetration rate of industrial Internet platform has nearly tripled.</p><p>In the planning, you can also see the concepts that were hot in 2019, such as digital twin and edge computing. In addition, the plan also mentions the development of new formats such as interactive video, immersive video and cloud games. Develop innovative \"cloud life\" services, deepen the integration of artificial intelligence, virtual reality, 8K high-definition video and other technologies, and expand applications in social networking, shopping, entertainment, exhibition and other fields. These also have some similarities to the \"metaverse\" that is currently in vogue.</p><p>Come and read the report!</p><p>10 trillion level positive</p><p>Digital economy is the main economic form after agricultural economy and industrial economy. It is a new economic form with data resources as the key element, modern information network as the main carrier, integration and application of information and communication technology and digital transformation of all factors as the important driving force, and promotes more unified fairness and efficiency. On January 12th, the State Council officially released the 14th Five-Year Plan for Digital Economy Development. So, how much benefit can this plan bring?</p><p>During the \"13th Five-Year Plan\" period, China has thoroughly implemented the digital economy development strategy, continuously improved digital infrastructure, accelerated the cultivation of new formats and new models, and promoted digital industrialization and industrial digitalization to achieve positive results. In 2020, the added value of the core industries of China's digital economy accounted for 7.8% of the gross domestic product (GDP).</p><p>According to the above plan, by 2025, the digital economy will move towards a period of comprehensive expansion, the added value of the core industries of the digital economy will account for 10% of GDP, the ability of digital innovation to lead development will be greatly improved, the level of intelligence will be significantly enhanced, the integration of digital technology and the real economy will achieve remarkable results, the digital economy governance system will be more perfect, and the competitiveness and influence of China's digital economy will be steadily improved. Assuming that the total GDP in 2025 is 130 trillion yuan, it means that the added value of the core industries of the digital economy will reach 13 trillion yuan. In 2020, this figure was only about 7.8 trillion yuan. There was a huge amount of room for improvement.</p><p>Seven Aspects Welcome Drive, Broadband Subscribers to Increase 8 Times in 5 Years</p><p>From a breakdown point of view, the planning also gives accurate data. Seven aspects, including the number of active IPv6 users, the number of gigabit broadband users, the scale of software and information technology services, the application penetration rate of industrial Internet platform, the national online retail sales, the scale of e-commerce transactions and the scale of real-name users of online government services, have been quantified. Among them, the number of gigabit broadband users will increase from 6.4 million in 2020 to 60 million in 2025, with a growth scale of nearly 8.3 times. The application penetration rate of industrial Internet platform has nearly tripled.<img src=\"https://static.tigerbbs.com/a4a4e60c9cb4742c3884507c8f1eab79\" tg-width=\"796\" tg-height=\"542\" referrerpolicy=\"no-referrer\"/>The plan proposes to build an intelligent comprehensive digital information infrastructure with high-speed ubiquitous, integrated heaven and earth, cloud and network integration, intelligent and agile, green and low-carbon, safe and controllable. Promote the expansion of backbone network in an orderly manner, coordinate the construction of gigabit optical fiber network and 5G network infrastructure, promote the commercial deployment and large-scale application of 5G, prospectively deploy the technology reserve of the sixth generation mobile communication (6G) network, increase the research and development support of 6G technology, and actively participate in the promotion of 6G international standardization. This may benefit optical fiber and 6G concept stocks.</p><p>According to the plan, we will speed up the construction of data element market rules, cultivate market players, improve the governance system, and promote the market circulation of data elements. Encourage market players to explore the data asset pricing mechanism, promote the formation of a data asset catalog, and gradually improve the data pricing system. This may benefit data operators.</p><p>The plan proposes to comprehensively improve the functions of the national integrated government service platform, speed up the standardization, standardization and convenience of government services, continuously improve the digitalization and intelligence level of government services, and realize the \"one-stop service\" of high-frequency services that benefit enterprises and convenience the people. This may benefit the digital government sector.</p><p>Support the construction of various industry-university-research collaborative innovation platforms, open up the innovation chain that runs through the whole process of basic research, technology research and development, pilot maturation and industrialization, focus on the layout of 5G, Internet of Things, cloud computing, big data, artificial intelligence, blockchain and other fields, and break through integrated technologies such as intelligent manufacturing, digital twin, urban brain, edge computing and brain-computer fusion. Concepts such as digital twins and edge computing were hyped in early 2019, and this plan may boost these concepts again.</p><p>Strengthen the popularization and application of ultra-high-definition TV, and develop new formats such as interactive video, immersive video and cloud games. Develop innovative \"cloud life\" services, deepen the integration of artificial intelligence, virtual reality, 8K high-definition video and other technologies, expand the applications in social networking, shopping, entertainment, exhibition and other fields, and promote the upgrading of life and consumption quality. These formulations are relatively similar to the current popular concept of metaverse.</p><p>Institutional Perspective</p><p><a href=\"https://laohu8.com/S/601066\">CITIC Construction Investment</a>The State Council issued the 14th Five-Year Plan for the Development of Digital Economy, which involves optimizing and upgrading digital infrastructure, giving full play to the role of data elements, vigorously promoting industrial digital transformation, accelerating digital industrialization and strengthening the security system of digital economy. Suggested concerns:</p><p>First, the \"Plan\" puts the gigabit optical fiber network before 5G, and makes it clear that the number of gigabit broadband users will reach 60 million in 2025, an increase of 8.4 times compared with 2020, which means that the next focus of network construction will pay more attention to the gigabit optical network. 2021 is the first year of the outbreak of domestic gigabit broadband, with a net increase of over 30 million users in that year. It is estimated that the number of domestic gigabit broadband users is expected to exceed 70 million in 2022. In November 2021, the penetration rate of domestic Gigabit broadband users was only 6.3%, with great room for improvement. Rapid development of gigabit broadband will promote the volume of home gateways and pay attention to them<a href=\"https://laohu8.com/S/300571\">Pingzhi Information</a>、<a href=\"https://laohu8.com/S/300504\">Tianyi Shares</a>、<a href=\"https://laohu8.com/S/000810\">Skyworth Digital</a>Etc.</p><p>Second, the \"Plan\" clearly states that it is necessary to speed up the layout of satellite communication networks and promote the construction of satellite Internet. The American \"Starlink\" program has launched nearly 2,000 low-orbit satellites, and the rhythm is far ahead. The development of domestic satellite Internet is imminent, and 2022 is expected to be the first year of real development. It is recommended to pay attention to satellite radio frequency chip suppliers<a href=\"https://laohu8.com/S/002402\">He Ertai</a>。</p><p>Third, the \"Plan\" clearly states that the application penetration rate of industrial Internet platform should reach 45% in 2025, an increase of 30.3pp compared with 2020. The application penetration rate of industrial Internet platform is used as a comprehensive evaluation index, including \"equipment to the cloud, business to the cloud, industrial APP application and innovation, edge-cloud collaboration\", etc. In addition, the Plan emphasizes the need to promote enterprises to go to the cloud and promote cloud-network collaboration and computing-network integration. These underlying layers are inseparable from cloud computing, especially it is expected to promote the development of private cloud and hybrid cloud. I suggest paying attention to cloud infrastructure providers.</p><p>According to<a href=\"https://laohu8.com/S/601555\">Soochow Securities</a>According to the data, from the perspective of local governments, various localities have actively introduced measures related to digital economy, and most of them are based on action plans. Hebei Province (xiong'an new area), Zhejiang Province, Fujian Province, Guangdong Province, Chongqing City, Sichuan Province, etc. have successively launched national digital economy innovation and development pilot zones. It can be seen that the state regards the digital economy as an innovation for China's economy to achieve transformation and high-quality development<a href=\"https://laohu8.com/S/838275\">driving force</a>The importance and support for the digital economy are constantly increasing, and the digital economy will usher in further development.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f10e83adefc31ff5335d358707356263","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147853569","content_text":"重磅利好再临市场！1月12日，国务院正式发布《“十四五”数字经济发展规划》。根据该规划，到2025年，数字经济迈向全面扩展期，数字经济核心产业增加值占GDP比重达到10%。业内人士分析，假定2025年GDP总量为130万亿，那意味着数字经济核心产业增加值将达13万亿元。而2020年，这一数据仅为7.8万亿元左右。从规划来看，IPv6活跃用户数、千兆宽带用户数、软件和信息技术服务业规模、工业互联网平台应用普及率、全国网上零售额、电子商务交易规模和在线政务服务实名用户规模等七大方面都有重点量化。这其中，千兆宽带用户数要从2020年的640万增至2025年的6000万，增长规模按近8.3倍。而工业互联网平台应用普及率增长亦接近两倍。在规划中，还可以看到数字孪生、边缘计算等2019年头热炒的概念。此外，规划还提到发展互动视频、沉浸式视频、云游戏等新业态。创新发展“云生活”服务，深化人工智能、虚拟现实、8K高清视频等技术的融合，拓展社交、购物、娱乐、展览等领域的应用。这些也与当下正流行的“元宇宙”有一些相似之处。来看报道！10万亿级别利好数字经济是继农业经济、工业经济之后的主要经济形态，是以数据资源为关键要素，以现代信息网络为主要载体，以信息通信技术融合应用、全要素数字化转型为重要推动力，促进公平与效率更加统一的新经济形态。1月12日，国务院正式发布《“十四五”数字经济发展规划》。那么，这个规划究竟能带来多大利好？“十三五”时期，我国深入实施数字经济发展战略，不断完善数字基础设施，加快培育新业态新模式，推进数字产业化和产业数字化取得积极成效。2020年，我国数字经济核心产业增加值占国内生产总值（GDP）比重达到7.8%。根据上述规划，到2025年，数字经济迈向全面扩展期，数字经济核心产业增加值占GDP比重达到10%，数字化创新引领发展能力大幅提升，智能化水平明显增强，数字技术与实体经济融合取得显著成效，数字经济治理体系更加完善，我国数字经济竞争力和影响力稳步提升。假定2025年GDP总量为130万亿，那意味着数字经济核心产业增加值将达13万亿元。而2020年，这一数据仅为7.8万亿元左右。提升空间可谓巨大。七个方面迎驱动，宽带用户5年要增8倍从细分来看，规划亦给出了精确的数据。IPv6活跃用户数、千兆宽带用户数、软件和信息技术服务业规模、工业互联网平台应用普及率、全国网上零售额、电子商务交易规模和在线政务服务实名用户规模等七大方面都有重点量化。这其中，千兆宽带用户数要从2020年的640万增至2025年的6000万，增长规模按近8.3倍。而工业互联网平台应用普及率增长亦接近两倍。规划提出，要建设高速泛在、天地一体、云网融合、智能敏捷、绿色低碳、安全可控的智能化综合性数字信息基础设施。有序推进骨干网扩容，协同推进千兆光纤网络和5G网络基础设施建设，推动5G商用部署和规模应用，前瞻布局第六代移动通信（6G）网络技术储备，加大6G技术研发支持力度，积极参与推动6G国际标准化工作。这可能利好光纤、6G概念股。根据规划，加快构建数据要素市场规则，培育市场主体、完善治理体系，促进数据要素市场流通。鼓励市场主体探索数据资产定价机制，推动形成数据资产目录，逐步完善数据定价体系。这可能利好数据运营商。规划提出，全面提升全国一体化政务服务平台功能，加快推进政务服务标准化、规范化、便利化，持续提升政务服务数字化、智能化水平，实现利企便民高频服务事项“一网通办”。这可能利好数字政务板块。支持建设各类产学研协同创新平台，打通贯穿基础研究、技术研发、中试熟化与产业化全过程的创新链，重点布局5G、物联网、云计算、大数据、人工智能、区块链等领域，突破智能制造、数字孪生、城市大脑、边缘计算、脑机融合等集成技术。数字孪生、边缘计算等概念在2019年初曾被热炒，这一规划可能再度提振这些概念。加强超高清电视普及应用，发展互动视频、沉浸式视频、云游戏等新业态。创新发展“云生活”服务，深化人工智能、虚拟现实、8K高清视频等技术的融合，拓展社交、购物、娱乐、展览等领域的应用，促进生活消费品质升级。这些提法与当下流行的元宇宙概念较为相近。机构的观点中信建投表示，国务院印发《“十四五”数字经济发展规划》，涉及优化升级数字基础设施、充分发挥数据要素作用、大力推进产业数字化转型、加快推动数字产业化、强化数字经济安全体系等。建议关注：一、《规划》将千兆光纤网络放在5G之前，明确2025年千兆宽带用户要达6000万户，较2020年增长8.4倍，意味着接下来网络建设的重点将更关注千兆光网。2021年是国内千兆宽带的爆发元年，当年净增用户超3000万户，预计2022年国内千兆宽带用户有望超7000万户。2021年11月国内千兆宽带用户渗透率仅6.3%，提升空间大。千兆宽带快速发展将推动家庭网关放量，关注平治信息、天邑股份、创维数字等。二、《规划》明确要加快布局卫星通信网络，推动卫星互联网建设。美国“星链”计划已发射低轨卫星近2000颗，节奏遥遥领先。国内卫星互联网发展已经迫在眉睫，2022年有望成为真正的发展元年，建议关注卫星射频芯片供应商和而泰。三、《规划》明确提出2025年工业互联网平台应用普及率要达到45%，较2020年提升30.3pp。工业互联网平台应用普及率作为综合性评价指标，包括“设备上云、业务上云、工业APP应用与创新、边云协同”等。此外，《规划》强调要推动企业上云，推进云网协同与算网融合。这些底层都离不开云计算，尤其有望推动私有云、混合云的发展，我建议关注云基础设施提供商。据东吴证券的资料，从地方政府角度看，各地积极出台数字经济相关措施，并且多以行动计划为主，河北省（雄安新区）、浙江省、福建省、广东省、重庆市、四川省等已相继启动国家数字经济创新发展试验区。可见国家将数字经济视为我国经济实现转型、高质量发展的创新驱动力，对于数字经济的重视程度和支持力度都在不断加大，数字经济将迎来进一步发展。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118051932,"gmtCreate":1622709252326,"gmtModify":1704189380255,"author":{"id":"3556159811233875","authorId":"3556159811233875","name":"mapleoooooo","avatar":"https://static.tigerbbs.com/710e1ef71a785cf50c0d8fd53c30bf45","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556159811233875","authorIdStr":"3556159811233875"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>up up","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>up up","text":"$Skillz Inc(SKLZ)$up up","images":[{"img":"https://static.tigerbbs.com/7b201ffab49eaef2a9f87382c10df3a8","width":"1125","height":"2183"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/118051932","isVote":1,"tweetType":1,"viewCount":1948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}