The upcoming World Internet Conference focuses on big data

The three-day World Internet Conference will be held in Wuzhen, Zhejiang Province on November 16th. The conference will focus on the main sub-forum, the "Internet Light" Expo, and the world's leading innovation and scientific and technological achievements. General Secretary of the CPC Central Committee and Chinese President Xi Jinping will deliver an important speech in a video format.

On October 9 this year, when the Political Bureau of the Central Committee conducted the 36th collective study on the implementation of the strategy of strengthening the country by the Internet, General Secretary Xi Jinping once again stressed: "The world economy is accelerating the transformation of economic activities with the network information technology industry as an important content. We want Grasp this historical opportunity, cultivate new kinetic energy with information technology, and promote new development with new kinetic energy."

The State Council recently issued the "Promoting Inclusive Financial Development Plan (2016-2020)" to encourage financial institutions to use emerging information technologies such as big data and cloud computing to create an Internet financial service platform; the National Development and Reform Commission and the AQSIQ will jointly build " National E-Commerce Quality Big Data Application Center. Big data has been widely used in government public administration, retail, medical services, manufacturing, etc., and has spawned trillions of industries.

Xie Shaofeng, Director of the Information and Software Service Department of the Ministry of Industry and Information Technology, said that the Ministry of Industry and Information Technology will compile and implement the "13th Five-Year Development Plan for Big Data Industry" to support the development of the industry and release it to the public before the end of the year. A few days ago, the construction plans for the seven national big data comprehensive test areas including the Pearl River Delta have been approved. At present, more than 30 provinces and cities nationwide have issued big data-related policy documents, and more than 10 places have set up big data management departments to promote big data development.

Dongxing Securities believes that the 13th Five-Year Plan proposes to implement the “National Big Data Strategy” and the policy is expected to be released intensively. Big data exchanges and asset appraisal institutions have been established one after another, and local legislation on big data has also been promulgated, and communication big data will surely come to an end. In 2016, the size of the communication big data market will reach 34.2 billion yuan, an increase of 163% over the previous year, of which big data infrastructure accounted for 60.5%, market size 20.7 billion yuan, big data software accounted for 29.5%, reaching 10.1 billion yuan. Big data applications accounted for 10%, reaching 3.4 billion yuan.

The 2016 China Big Data Transaction Industry White Paper predicts that the size of China's big data industry will reach 248.5 billion yuan by the end of 2016. With the implementation and promotion of various policies, the industry scale in 2020 may reach 136.2 billion yuan.

In the A-share market, we can focus on the leading stocks in the four major segments. First, big data resource stocks, focusing on Yilianzhong (large data based on massive social security cards), Hang Seng Electronics; Second, storage and operation and maintenance of the day Technology, Rongzhilian, Yinxin Technology, etc.; III. Oriental Guoxin, the application of big data analysis; Fourth, the star-studded big data security, NSFOCUS and so on.

Yinxin Technology: Recently announced that it plans to raise 560 million yuan for projects such as cloud operation and maintenance service platform, and the actual controller subscribes.

Creative information: It is planned to acquire 800 million acquisition of information operation and maintenance company. Bangxun Information is a professional power environment centralized monitoring system and information operation and maintenance system for telecom industry customers.

Tianyi Technology: The company developed and launched the PBdata database all-in-one machine, which is a high-performance host designed for analyzing and storing massive data in a big data environment.

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