The Huawei and ZTE incidents have forced our country to become self-reliant in science and technology, which is imperative. Affected by the "Huawei and ZTE incidents", the current situation that our country's science and technology, especially upstream core technologies, are subject to others, has posed a severe test to our country's economic development and social stability. Vigorously developing the science and technology industry and encouraging scientific and technological innovation has become a proposition that cannot be waited for at present. Since the Sino-US trade war, the United States has imposed a technology blockade on China, cutting off the supply of our country's high-tech enterprises in an attempt to curb the development of our country's science and technology industry. In this context, autonomy and controllability are related to national strategy and play a pivotal role in international competition.
Chips, basic software and middleware are largely monopolized by American companies. The information innovation (information technology application innovation) industry chain includes chips, system software, middleware and application software. Among them, our country started late in the field of chips, and there is a big gap compared with developed countries; In terms of operating systems, the PC side is mainly monopolized by Microsoft's Windows, and the mobile side is mainly monopolized by Google's Android system and Apple's IOS system. Databases are mainly monopolized by Oracle's Oracle and MySQL, Microsoft's SQL Server, and IBM's DB2. IBM and Oracle have long occupied the top two places in the global middleware market share. The localization of application software is relatively high, and it has a small market share in downstream application segments, such as office software, industry professional application software, etc.
The external environment is becoming more and more complex, and the information and innovation industry is taking advantage of the momentum. Due to the leading position of the United States in the field of science and technology in the past, our country's IT industry ecology is basically based on the hardware and software of American technology companies, including CPUs (Intel, AMD, etc.), operating systems (Microsoft, Apple, etc.), databases (Oracle, Microsoft, etc.), middleware (IBM, Oracle, etc.), application software (Office 365, Adobe, etc.), security software (kaspersky, ESET, MAC), etc. Although some domestic hardware and software have begun to enter the process of independent research and development, there is still a big gap between them in terms of performance and ecological construction compared with similar overseas products. However, security incidents such as "Microsoft Black Screen Door", "Microsoft Operating System Suspension", "Prism Gate", and "ZTE Huawei" that have occurred in recent years have sounded the alarm bell for our country's IT industry, and it is particularly urgent to establish an IT industry ecology dominated by our country. In this regard, our country's information technology application innovation industry has taken advantage of the momentum, aiming to establish our country's independent and controllable IT industry standards and ecology through the reconstruction of all links of IT hardware and IT software, and gradually realize the "de-beautification" of all links. The information and innovation industry mainly promotes and advocates the innovative development of the industry from the aspects of cloud computing, software, hardware, security, etc., and improves the technical protection capabilities of information security management of information technology software and hardware. The development of information innovation is a national strategy and a new function of national economic development under the current situation. The development of the information and innovation industry has become the key to the digital transformation of the economy and the development of the industrial chain.
1C9U: Development of the information and innovation industry chain:
Information Innovation (Information Technology Application Innovation)The industrial chain is gradually improving, and important areas are expected to be the first to be rolled out. After years of development, under the guidance of upper-level policies and large-scale R&D investment by enterprises and institutions, our country's information and innovation industry has gradually realized the transformation from "usable" to "easy to use", and basically established an alternative industrial chain from upstream chips to downstream applications.
Domestic information innovation(Information Technology Application Innovation) Industry Main Participants:
From hardware to software, information innovation butterfly changes.In order to ensure information security, it is necessary to realize a security and innovation business in the entire information industry chain, from the underlying hardware to the core area of the upper software, all independent information innovation product updates. Among them, the hardware part includes chips, memory, printers, complete machines and integrated services, etc.; The software includes operation departments, databases and office software. The integrated business plays the role of the "last mile" in the industrial chain, with the characteristics of large scale and low gross profit margin, and aerospace information is backed by aerospace science and industry, and is one of the leading enterprises in domestic integration, with a certain competitive advantage.
Market evolution of information and innovation industry:
1C9U: Information and innovation industry chain ecological map:
More domestic alternative dry goods, there are as follows:
20190927-Shanghai Securities-Baichu Electronics-688188-Leading enterprises in laser cutting control systems, making efforts to replace high-power localized substitution .pdf
20191024-Haitong Securities-Huatian Technology-002185-Company Research Report: The global layout has been formed, benefiting from the acceleration of chip localization and substitution and the .pdf of packaging and testing foundries for 5G commercialization
20200109-Guosen Securities-Special Report on Semiconductor Materials in the Basic Chemical Industry: The market space is huge, and domestic substitution has made great .pdf
20200113-Guorong Securities-Electronics Industry In-depth Report: 5G blessing demand reversed, and the speed of domestic substitution accelerated .pdf
In-depth research on the wet electronic chemical industry: domestic substitution accelerates, and the products of leading enterprises continue to be high-end_2020-01-03_Oriental Fortune Securities.pdf
20200123-Haitong Securities-Yangjie Technology-300373-Company Research Report: Domestic power device leader, benefiting from the trend of domestic substitution.pdf
【GF Communications】2020 investment strategy: scientific and technological self-reliance drives new opportunities for domestic substitution.pdf
20200203-Haitong Securities-Semiconductor Products and Semiconductor Equipment Industry: The country is picturesque, how many heroes are there for a while~ The global analog chip industry is sorted out, and the opportunities for domestic subsistence are geometrically .pdf
20200204-GF Securities-North Huachuang-002371-Leading domestic semiconductor equipment enterprises, benefiting from the wave of domestic substitution .pdf
Southwest Securities: Electronics industry's investment strategy in 2020 5G terminal innovation + domestic substitution driven .pdf
20200221-GF Securities-Semiconductor Industry Domestic Substitution Series 12: The 5G wave is coming, and the demand for filters and the growth melody of replacement are .pdf
20200225-Dongguan Securities-Electronics Industry Integrated Circuit Series Report 2: 3D_NAND domestic substitution is gradually approaching .pdf
20200302 - CITIC Construction Investment - TD Optics - 002632 - Domestic substitution vanguard vigorously promotes the .pdf of electronic functional films
20200204-GF Securities-Semiconductor Industry Domestic Substitution Series 10: Yangtze River Storage and Hefei Changxin sounded the clarion call for domestic storage ICs, driving the .pdf of investment opportunities in upstream industries
20200303-Industrial Securities-Star Semiconductor-603290-Domestic IGBT module leader, enjoy the .pdf of multi-field substitution dividends
20200312-Southwest Securities-Special Report on Orthopedic Sports Medicine in the Pharmaceutical Industry: The industry is in the ascendant, and domestic substitution has opened .pdf
20200320-CITIC Construction Investment-The performance of the electronics industry is picking up, and it is expected to start a new round of business cycle .pdf in the context of 5G+ domestic substitution
20200325-Dongguan Securities-Electronics Industry: The prelude to the domestic substitution of large semiconductor silicon wafers has begun, and the materials of the integrated circuit series report have .pdf
20200327-Dongxing Securities-Electronic Components Industry: Semiconductor equipment and etching machines are at the forefront of domestic substitution.pdf
20200328-Bank of China International-Semiconductor Series Topic in the Electronics Industry: High-end layout of domestic power semiconductors has increased, and domestic substitution has accelerated .pdf
20200330-Shenwan Hongyuan-Torch Electronics-603678-MLCC and special ceramics dual drive, welcoming the opportunity .pdf of domestic substitution
20200403-Industrial Securities-Anji Technology-688019-Polishing fluid leader, the domestic substitution of semiconductor materials determines the target .pdf
20200408-Great Wall Securities-Opportunities brought by the restructuring of China's industrial chain in the context of the epidemic: import substitution is accelerating, and the rise of China's manufacturing is .pdf at the right time
20200412-CICC-Healthcare Industry: Focus on the import substitution of domestic ventilators and other medical equipment and the long-term investment value .pdf going overseas
20200416-Tianfeng Securities-In-depth research on the machinery and equipment industry: domestic hydraulic leader, domestic substitution + strong endogenous growth driven .pdf
20200416-Northeast Securities-Non-ferrous Metals Industry Strategy for the Second Quarter of 2020: Focus on the domestic substitution .pdf of gold and semiconductor targets
20200422-Yuekai Securities-Taiji Industrial-600667-Construction Company Depth: Leading semiconductor engineering .pdf benefiting from domestic substitution
160 pages 2020 POCT Industry In-Depth Report: Grassroots sinking demand expansion, innovation leads the domestic substitution .pdf
20200419-Tianfeng Securities-In-depth research on the non-ferrous metals industry: carbon fiber, scientific and technological power + domestic substitution, black gold ushered in the industry tuyere .pdf
20200429-Chuancai Securities-POCT Industry In-depth Report: Expansion of sinking demand at the grassroots level, innovation leads the .pdf of domestic substitution
20200117-CITIC Securities-SMIC-0981. HK-In-depth Report: Advanced process breakthroughs, major customers cooperate to promote domestic substitution .pdf
20200422-Northeast Securities-Anji Technology-688019-Bucking the trend and growing more than expected, optimistic about the domestic deep substitution .pdf of semiconductor materials
20200503 - Southwest Securities - China Micro Company - 688012 - a leader in high-end semiconductor equipment, and its R&D strength accelerates the process of domestic substitution .pdf
20190418-Tianfeng Securities-Tianao Electronics-002935-Beidou System Huawei's 5G independent controllable supplier, and the ten electric science and technology institutes have achieved domestic substitution .pdf
20200522-Soochow Securities-Newell Co., Ltd.-603699-Industrial valve leader, domestic substitution helps take off .pdf
20200524-Zhongtai Securities-Urban Rail Signaling System Industry Depth: "New Infrastructure" accelerates the construction of urban rail, and is optimistic about the domestic substitution .pdf of signaling systems
20200601-GF Securities-Semiconductor Industry Domestic Substitution 13: Chinese mainland the marginal acceleration of domestic production in the semiconductor industry, ushering in a new opportunity for growth through the cycle.pdf
20200603-Huaxi Securities-The electronics industry has entered the 27th "RF chip" of the "core" era series: RF chips have 100 billion space, and the dawn of domestic substitution has .pdf
20200607-Anxin Securities-Suzhou-430418-Needle Roller Bearing Segment Leader, benefiting from the .pdf of import substitution opportunities for domestic mid-to-high-end bearings
20200617-Industrial Securities-New Industry-300832-In-depth Research Report: Domestic chemiluminescence pioneer, leading the wave of "import substitution + export overseas".pdf
20200624-CITIC Construction Investment-Electronics Industry: The trend of 5G innovation in consumer electronics remains unchanged, and the domestic substitution of the semiconductor industry chain is accelerating .pdf
More independent and controllable dry goods, there are as follows:
13. The opportunities for independent controllable and terminal industries under the 5G process are .pdf
16:50-17:10 Wang Longlong The CBTC industrial Ethernet backbone transmission network supporting 1588V2 is .pdf independently and controllable
20160620-Changjiang Securities-Electronic Components Industry: China's semiconductor opportunities lie in the independent and controllable core hardware! 86 p. .pdf
20200211-Pacific Securities-Jacques Technology-002409-Independent and controllable, creating a semiconductor material platform company .pdf
20200303-Great Wall Securities-Biomedical Cryogenic Storage Industry In-depth Report: High-barrier professional subdivision track, biosecurity independent and controllable + improvement of epidemic prevention and control system to promote market expansion .pdf
20200319-Essence Securities-Medical Device Industry (Series 1): Equipment and IVDs, either benefiting from the global spread of the epidemic, or benefiting from the independent and controllable .pdf of new infrastructure and biosecurity
20200412-Anxin Securities-Science and Technology Innovation Board Acceptance Company Tour Series: Shanghai silicon industry plans to land on the Science and Technology Innovation Board, or create an "independent and controllable" .pdf of domestic semiconductor silicon wafers
20200417-AVIC Securities-China Electronics Technology Group Report: The national team of military electronics has an independent and controllable core force .pdf
20200424-Dongguan Securities-Electronics Industry Integrated Circuit Series Report 4: Explore domestic GPU opportunities from independent and controllable sources, and gradually penetrate and improve the market size .pdf
20200601-Industrial Securities-Special Steel Industry In-depth Research Report: Superalloys, .pdf to seize the independent and controllable opportunities of cutting-edge industrial materials
20191120-Guolian Securities-Electronics Industry 2020 Strategy: 5G commercial growth and independent and controllable promotion of alternative .pdf
20191123-Huaxi Securities-Machinery Industry 2020_ Annual Strategy: bottoming out and picking up flexibility, leading allocation to stabilize returns, independent and controllable .pdf imperative
20191124-Huaxi Securities-Industrial Internet Industry Series Report (1): The network side and the platform side work together to promote independent and controllable _5G + industrial Internet .pdf
20191124-Huaxi Securities-Communication Industry Industrial Internet Series Report (1): The network side and the platform side work together to promote independent and controllable 5G + industrial Internet .pdf
20191128-Huaxi Securities-Machinery Industry 2020 Capital Market Summit, sub-forum industry strategy report: independent and controllable, corner overtaking .pdf
20191204-CITIC Construction Investment-Unigroup Guowei-002049-Acquired Linxens to increase the number of intelligent security chips, tackling special ICs to embrace the .pdf of independent and controllable opportunities
20191204-Haitong Securities-Philippine-300395-Company Research Report: Semiconductor quartz leader, benefiting from independent and controllable .pdf
20191205-CICC-Starnet Ruijie-002396-Cloud computing and independent controllability drive the company into a period of deterministic development.pdf
20191208-Everbright Securities-Supermap Software-300036-Investment Value Analysis Report: Three demand superimposed to meet the downstream high prosperity and benefit from independent and controllable .pdf
20191216-Guotai Junan-Taiji Co., Ltd.-002368-First Coverage Report: The benefits are independent and controllable, and the future development can be expected .pdf
20191217-Qunyi Securities-Zhuoyi Information-688258-The only X86 architecture BIOS firmware supplier in mainland China, benefiting from domestic independent and controllable .pdf
20191219-Dongxing Securities-Kangtuo Infrared-300455-Autonomous and controllable CPU and memory company .pdf for core industries
20191219-Huaxi Securities-Kingsoft Office-688111-China Office SAAS Champion in the Era of Autonomy, Controllability & Mobility.pdf
20191222-Guangzhou Securities Hang Seng-Jingjiawei-300474-Leading enterprise of independent and controllable GPUs, .pdf for coordinated development in the military and civilian fields
More information and innovation industry evolution, there are as follows:
20200215-Soochow Securities-Taiji Co., Ltd.-002368-The third upgrading and transformation is gradually getting better, and the volume of information innovation is .pdf at the right time
20200223-Industrial Securities-Aerospace Information-600271-Julongsheng double wings, members and information innovation business fly together .pdf
20200223-Huachuang Securities-Huayu Software-300271-Tracking Analysis Report: Legal technology leader, leading .pdf in the information and innovation industry
20200229-Dongxing Securities-The third special report on the "information innovation" of the Sino-US science and technology war in the computer industry: "IT reconstruction", a revolutionary .pdf for the growth of China's IT industry
20200315-Guosheng Securities-Computer Industry Review: Xinchuang X Kunpeng, the .pdf of accelerated industrial development
20200315-Anxin Securities-Computer Industry Dynamic Analysis: Multiple forward-looking signals have emerged, and the first year of Xinchuang volume is about to .pdf
20200325-Huatai Securities-Computer Software and Hardware Industry: One of the series of reports on the information and innovation industry, CPU&OS, the foundation of information innovation, and the .pdf of the country's important weapons
20200327-Shanxi Securities-Computer Industry: Information and Innovation Industry, Kunpeng Lingyun, Information and Innovation Speed .pdf
20200402-Dongxing Securities-China Information-000555-The optimization of the business structure is in line with the company's strategic expectations, and the opportunities for financial information innovation are expected to achieve better results .pdf
20200416-Chuancai Securities-Radio and Television Express-002152-AI transformation has taken effect, and the information and innovation business can be expected to .pdf
20200505-Tianfeng Securities-Computer Industry: Sino-US decoupling accelerates industry information innovation, and in-depth analysis of the first quarter report .pdf of the annual report
20200510-Huaxi Securities-Computer Industry Information and Innovation Industry Series Topics: Summary, Information Innovation, the Backbone of Reshaping the Foundation of China's IT Industry .pdf
20200511-Huatai Securities-Computer Industry: "Information Innovation" Research Framework .pdf
20200516-Anxin Securities-Computer Industry: Huawei's "life and death speed", and information innovation is blooming everywhere.pdf
20200518-China Merchants Securities-Zhongke Shuguang-603019-In-depth Report: Phoenix Nirvana, High Performance + Information and Innovation Flying .pdf
20200520-Huatai Securities-Computer Software and Hardware Industry: _Looking at the future .pdf of information creation through CEC and CETC
20200529-Huaxi Securities-Aerospace Information-600271-Taxation In the era of "cloudification", three clouds + information innovation help transform and upgrade .pdf
20200612-Guohai Securities-Computer Information Innovation Industry In-depth Report: Domestic basic software and hardware reconstruct the ecological .pdf of China's IT industry
20200614-Soochow Securities-Computer Application Industry: The GEM registration system has brought about an increase in securities IT, and the bidding for party and government information innovation has emerged .pdf
20200614-Tianfeng Securities-Computer Industry: Xinchuang will start large-scale bidding to select leading .pdf with strong competitiveness
20200616-CICC-Huayu Software-300271-Spin-off Lianyi Technology is listed in China, which is conducive to the rapid development .pdf of the information innovation and education industries
20200618-Dongguan Securities-Computer Industry Investment Strategy for the Second Half of 2020: The new cycle of science and technology is accelerating upward, focusing on the .pdf in the field of information innovation and cloud computing boom segments
20200621-Ping An Securities-China Software-600536-Basic software layout is complete, and Xinchuang Engineering will help .pdf performance growth
20200622-CITIC Construction Investment-Computer Industry In-depth Report·2020 Mid-term Investment Strategy Report: Focus on cloud computing and financial technology, and seize the opportunities .pdf automotive intelligence, information innovation, and medical informatization industries
Hope of the Country: Kirin Kunpeng Haiguang Soaring:
20200219-Anxin Securities-Computer Industry IT Localization Series Report on Operating Systems: The "Unification of the Great Cause" of Domestic Operating Systems_.pdf
20200219-Industrial Securities-Computer Industry Huawei Kunpeng Industry Depth: Kunpeng rides the wind and soars for 90,000 miles .pdf
20200206-Guosheng Securities-Baoland-688058-The wave of middleware localization is coming, and "cross-industry + Kunpeng" drives the growth and upgrading .pdf
HUAWEI CLOUD Kunpeng Cloud Service and Kunpeng Ecosystem Based on Multiple Architectures Li Rongman, General Manager of HUAWEI CLOUD Kunpeng Lingyun Partner Program.pdf
iQiyi Kirin Divine Computing recommended product introduction .pptx
20160615-CIC Securities-Communication Industry IDC Industry Development Prospects and Investment Opportunity Analysis: Yingyun Computer encountered the "Kunpeng Change" .pdf
20170320-Founder Securities-Computer Industry Special Report: Independent and Controllable, Feiteng Rise ~ One of the Independent and Controllable Series Depth Talks about Chip .pdf
Huawei's Kunpeng industry chain drives China's basic software and hardware to enter a new stage of marketization-20200316-Northeast Securities-67 pages.pdf
Section 5_HUAWEI CLOUD Kunpeng Cloud Service Introduction .pdf
HUAWEI CLOUD Kunpeng Development Engineer Skill Graph -V1.pdf
From End to Cloud - White Paper on Full-stack Solutions Based on Feiteng Platform and Feiteng Ecological Map v1.0.pdf
Kunpeng series introduction .pdf
Feiteng shares independent and controllable cases in the field of industrial computers -1C9U.pdf
Galaxy Kirin Server Operating System (ARM64 Version) V4 User Manual .pdf
Kunpeng spreads its wings, soars thousands of miles, and calculates the future - Huawei.pdf
Operating system depth: The domestic tide is rising, and Haikuolong is leaping .pdf
The computer application industry is .pdf by Huawei Kunpeng computing ecology
Based on Kunpeng and Ascend, we will build a comprehensive open source software and hardware ecological .pdf
What industrial opportunities does Huawei's Kunpeng ecosystem bring - Huatai Securities .pdf
The trend of chip localization promoted by Huawei is .pdf
Kunpeng Computing Industry Development White Paper - HUAWEI Carrier.pdf
The three talks about chips in the independent and controllable depth of strong country cattle: independent core, soaring dragon .pdf
Domestic CPUs are changing from usable to easy to use, and the prospect of independent control is promising. PDF
The research framework of domestic architecture servers in the old pattern and the new order is .pdf
H3C_ won the bid for the Kirin certification _R4800-R4600.pdf
H3C_ won the bid for the Kirin certification _R6800-R6600.pdf
H3C UniServer R2900 G3 won the Kirin certification .pdf
HUAWEI CLOUD Kunpeng Development Engineer Skill Graph .pdf
HUAWEI CLOUD Kunpeng Cloud Service Introduction .pdf
20200512-Changjiang Securities-Information Technology Industry: Kunpeng's inflection point has appeared, reshaping the value system of domestic IT software and hardware .pdf
20200415-Soochow Securities-Digital China-000034-Cloud Management Service Industry, Kunpeng's core supplier has risen .pdf
20200327-Shanxi Securities-Computer Industry: Information and Innovation Industry, Kunpeng Lingyun, Information and Innovation Speed .pdf
20200401-Southwest Securities-Computer Industry Special Report: The meaning of Kunpeng, the ambition of Honghu .pdf
20200324-Haitong Securities-Digital China-000034-Company Research Report: Deepening Huawei's strategy and taking off with Kunpeng's .pdf
20200326-Minsheng Securities-Kunpeng Computing Industry Research Special Report on Computer Industry: Kunpeng spreads its wings and waves a market .pdf of 100 billion
20200316-Northeast Securities-Computer Industry: Huawei's Kunpeng industry chain drives China's basic software and hardware to enter a new stage of marketization.pdf
20200315-Guojin Securities-Computer Industry Research: Kunpeng, China's Computing Rise Opportunity .pdf
20200305 - Guotai Junan - Electronics industry 2020 spring investment strategy: 5G plus AI, chip localization .pdf
20200227-Guojin Securities-Digital China-000034-Cloud Service and Kunpeng Business Dual Engine .pdf
20200221-China Merchants Securities-Hang Seng Electronics-600570-Hang Seng on the cloud, Kunpeng has just spread its wings .pdf
Five new track data sets:
Strategic Planning Framework for Emergency Management Informatization Development (2018-2022) (Summary Version) .PDF
1_National standard layout and in-depth application-20191125-Hexin .pptx
Compilation of excellent solutions for industrial Internet networks.pdf
706 Information Technology Application Innovation Product Characteristics and Application Introduction (Desensitization) .pdf
Jiangxi Province Emergency Command Information System Project Design Plan 12-20 (release PPT) .pptx
China General Services Network Security Business Development Guidelines (Jiangxi Province) (1)(1) .pptx
Damon Database wyf.pptx
Introduction to aerospace unibase localization products.pptx
Notice of the Office of the Leading Group for Science and Technology and Informatization of the Ministry of Emergency Management on Printing and Distributing the Task Letter for the Construction of Local Emergency Management Informatization in 2020.pdf
Dongfangtong safety innovation project construction report new.pdf
Compilation of typical security solution cases of the industrial Internet .pdf
The special action plan of the China General Services Smart Emergency Product Center is 20190717.pptx
.pdf on the development analysis and market expansion planning of the emergency management information industry (smart emergency product center).
Attachment: The first batch of local construction task books for emergency management informatization in 2019.pdf
General service network security promotion materials (1) .pptx
Xinchuang 12.15 (supervision company) (1) (1) .pptx
ZCOM Service Information Innovation Business Promotion Materials .pptx
The military-civilian integration study document .docx
Chongqing Xinchuang Business Plan (after technology desensitization) .pptx
Guiding Opinions on Accelerating the Construction of Hazardous Chemicals Safety Production Risk Monitoring and Early Warning System .pdf
The work report of the Great Emergency Alliance (speech by the technology company) .pptx
Network information security work report V1.1.pptx
Guidelines for the implementation of local emergency management informatization .pdf
The guiding opinions on the construction of the command center of the Jiangxi Provincial Emergency Management Department 20191126.pdf
The construction of the emergency command center of the Emergency Management Bureau 190930PDF.pdf
Level protection 2.0 explains PPT.pptx
Notice on Printing and Distributing the Special Action Plan for Jiangxi General Service "Bright Collection".pdf
2_2019 Military-Civilian Integration Expansion Alliance Idea Report .pptx
1C9U information technology panorama (based on the division of key industries in the 13th Five-Year Plan for Science and Technology Innovation) Information technology subdivision track mining and potential blue ocean track subdivision research:
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