"Data has become the fifth largest factor of production after land, labor, capital and technology." Xie, director of the Information Development Department of the Ministry of Industry and Information Technology, said that data is the "oil" in the digital economy era, and China is accelerating into the digital economy era with data as the key factor of production.
The acceleration of digital transformation brings business opportunities.
65438+February 1, Shandong listed company Pulian Software (300996. SZ) rose rapidly after the opening, with an intraday increase of 5.86%. The company is a comprehensive service provider focusing on the development of management software in the energy industry, and is called the best growth beneficiary of the digital transformation of state-owned enterprises by Wang Jianhui, an analyst of Dongxing Securities.
In the eyes of investors, the plan proposes that by 2025, the software business income of enterprises above designated size will exceed 14 trillion yuan, the average annual growth rate will exceed 12%, the number of industry apps will exceed10 million, 2-3 open source communities with international influence will be built, and 20 China software parks will be built at a high level, which all mean that enterprises in related fields will be even bigger.
Zhai Wei, a researcher at Capital Securities, pointed out that the industrial software market in China will reach 654.38+0974 billion yuan in 2020, with a compound growth rate of 654.38+05.6% in recent two years. However, if the added value of China's manufacturing industry accounts for more than 28% of the world, China's industrial software market still has about five times the growth space.
Similarly, the Tenth Five-Year Plan for the Deep Integration of Informatization and Industrialization puts forward that by 2025, informatization and industrialization will be integrated and developed on a larger scale, at a deeper level and at a higher level, and the pace of digital transformation of manufacturing industry will be significantly accelerated, among which "the digital penetration rate of enterprise management will reach 80%, and the digital R&D and design tools will reach 85%".
Huaan Securities believes that in recent years, the dependence of head industrial Internet projects on subsidies has become lower and lower, and more and more industrial Internet companies have begun to achieve self-hematopoiesis. "The industrial Internet industry is about to usher in a new turning point."
According to the 14th Five-Year Plan for the development of big data industry, by 2025, the estimated scale of China's big data industry will exceed 3 trillion yuan, with a compound annual growth rate of about 25%, and a modern big data industry system with strong innovation capability, high added value and independent control will basically take shape.
Zhu Yueru, an analyst at soochow securities Research Institute, believes that at present, domestic big data listed companies are mainly application companies. With the strengthening of data circulation, companies that are good at mining valuable data from massive data will occupy a leading position in the industry.
New formats and models will emerge.
Previously, Shandong has issued the Plan of Building a Strong Digital Province in the Tenth Five-Year Plan of Shandong Province, which has set clear goals in the field of digital transformation. For example, realize the full coverage of digital transformation of key industries in the primary, secondary and tertiary industries, and build a high-level industrial Internet demonstration zone in Shandong Peninsula. The coverage rate of intelligent transformation of industrial enterprises above designated size has reached more than 90%, creating a source of digital innovation and development of industries with global influence.
The tenth five-year development plan of software and information technology service industry puts forward a new term "software definition". Jiang Mingtao, deputy director of the Technology Development Department of the Ministry of Industry and Information Technology, explained: "The definition of software is to use software programs to give things application functions and use values to meet increasingly complex and diverse needs."
Jiang Mingtao said that it is necessary to establish "software-defined" solutions for high-end equipment, intelligent networked cars, smart cities and other typical industries, organize pilot demonstrations, and explore the ecological development and operation mode of "software-defined".