Opportunities brought by upgrading of electronic industry

The detailed rules for the adjustment and planning of the electronic information industry put forward that in the next three years, the electronic information industry should focus on nine key areas, such as computers and electronic components. The government will introduce supporting measures in seven aspects to ensure the steady development of the electronic information industry within three years. It is planned that the contribution of the electronic information industry to GDP growth will not be less than 0.7% within three years.

IC upgrade. Support the transformation and upgrading of key enterprises, build integrated circuit chip production lines with economies of scale and advanced technology as soon as possible, support the reorganization of key machine enterprises and chip enterprises, and further improve the technical level and production capacity. In coordination with major scientific and technological projects, we will vigorously strengthen the design of key chips and expand the application fields of products. Related listed companies include Changdian technology, Huatian technology, Tongfu micro power, Shanghai Beiling, Shilan micro, etc.

The government actively promotes the domestic market application of financial (ATM, POS, etc.) and fiscal and taxation application system equipment with independent intellectual property rights, which will benefit domestic financial electronic enterprises. The relevant listed companies include radio and television express, Royal Bank, Zhengtong electronics, Hengbao, Dongxin Heping, etc.

Accelerate the transition from analog television to digital television, promote the construction of a national digital radio and television network with cable, ground and satellite complementing each other, enrich digital program resources, promote the broadcasting of high-definition programs, promote the popularization of digital television, drive the upgrading of digital studio equipment, transmitting equipment and satellite receiving equipment, accelerate the process of film digitization, and realize the overall upgrading of the audio-visual industry chain. Relevant listed companies include Coship electronics, Gehua cable, CITIC Guoan, etc.

The transformation of flat panel display mainly focuses on the construction of large-size LCD panel production lines of high generation (more than 6 generations), the research and development of new display technologies (PDP, OLED, etc.), and the improvement of related industrial chains such as raw materials (LCD glass substrates, color filters, conductive glass, etc.).