The development of big data industry is accelerating the transformation of information technology industry in the golden period
The first generation of information technology industry accelerates the transformation and advancement. The "Big Data Industry Development Plan (2016-2020)" will be introduced during the year, and the development of big data industry will usher in a golden period.
The development of big data industry is accelerating the transformation of information technology industry in the golden period
Big data market application is in an outbreak
At the Big Data and Information Security Entrepreneur Summit held recently, the relevant person in charge of the information and software service industry of the Ministry of Industry and Information Technology said that the Big Data Industry Development Plan (2016-2020) was organized by the Information Technology and Software Service Department of the Ministry of Industry and Information Technology. " will be introduced during the year. This indicates that big data has become an important strategic resource of the country. Big data development will fully enjoy the policy dividend and usher in new development opportunities.
It is understood that "Planning" will serve as a guiding document for the development of DT (Data Processing Technology). The main contents include promoting the application of big data in all aspects of industrial R&D, manufacturing and industrial chain, and supporting the service industry to build brands with big data. , precision marketing and customized services.
In August last year, the State Council issued the Notice on the Action Plan for Promoting Big Data Development, stating that by 2020, 10 international leading big data core leading enterprises and 500 big data applications, services and product manufacturing enterprises will be cultivated. The "Planning" will be a link between the past and the next, with far-reaching significance.
In the past two or three years, with the support of national policies and various efforts, China's big data industry has developed in a sequential manner and its application has been deepened. Big data has become one of the hotspots in the economic and social fields. From the "Notice on Promoting the Platform for the Development of Big Data" to the "13th Five-Year Development Plan for Big Data Industry" is about to be released, from the establishment of big data exchanges and asset appraisal institutions to the regular meeting of the State Council to support big data. From the formulation of big data industry standards to the legislation of big data, and the continuous and intensive release of domestic policies, China's big data industry has ushered in a new round of gold.
The "Thirteenth Five-Year Plan" period is the decisive stage for China to build a well-off society in an all-round way. Today, big data construction is in full swing, showing a comprehensive flowering pattern of Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Midwest, and Northeast China.
Market size or trillion level
Data has penetrated into every industry and business function area today and has become an important production factor. The mining and application of massive data indicates a new wave of productivity growth and the arrival of consumer surplus.
Xie Shaofeng, director of the Information and Software Services Department of the Ministry of Industry and Information Technology, said that with the development of information technology, data has become a national basic strategic resource, a powerful engine for stimulating technological progress and industrial development, and will certainly lead to the arrival of the digital economy era. Lin Nianxiu, deputy director of the National Development and Reform Commission, said, "China will become a global data center in 2020. In the next five years, China's big data industry will grow at an average annual growth rate of more than 50%. By 2020, China's total data will account for the proportion of global data. 20% of the world's largest data resource country and global data center."
The "2016 China Big Data Transaction White Paper" predicts that with the implementation and promotion of various policies, China's big data industry market will continue to maintain rapid growth in the next five years. By 2020, the market size of China's big data industry will increase from 76.7 billion yuan in 2014 to 822.8 billion yuan, with a compound annual growth rate of 48.5%. The National Manufacturing Powerful Country Construction Strategy Advisory Committee predicts that by the end of the "Thirteenth Five-Year Plan", the market size of the big data industry will exceed the trillion mark.
More importantly, while the big data industry is developing rapidly, it is also expected to lead the transformation of the market-scale IT service industry, so that it can achieve further development based on the existing large-scale industry scale.
However, although big data is of great significance to economic development, its development still has many challenges, especially the phenomenon of corporate monopoly data. To this end, industry insiders suggest that China still needs to improve legislation, regulate data transaction behavior, encourage data interconnection, and share data publicly into government departments for assessment, while at the same time increase efforts to overcome difficulties, the key to big data in chips, cloud computing, etc. Breakthroughs in the field and the establishment of a healthy and secure big data industry environment.
Big data sector or welcome to the opportunity of the Nuggets
Under the strong promotion of national policies, the big data top-level design program "Big Data Industry Development Plan (2016-2020)" was introduced during the year, making big data a new impetus to promote economic transformation and development, and a new opportunity to reshape the country's competitive advantage. New ways to improve the government's governance capabilities, related listed companies will also usher in a major development space.
Guotai Junan, Ping An Securities and other brokerage research reports pointed out that big data resources, big data storage and operation and maintenance, big data analysis applications, big data security will become the most important development field of the big data industry during the "13th Five-Year Plan" period. These four areas will become important hotspots for future industry ventures and will have long-term investment opportunities.
First, the field of big data resources: in the upstream of the industrial chain, large data traffic portals with development value and card resources listed companies are scarce. Such as Yi Lianzhong, Hang Seng Electronics, 4D Tuxin, etc.; Second, the field of big data storage and operation and maintenance: as a mid-stream of the big data industry chain, big data storage and operation and maintenance is an important part of processing big data. Focus on the field of Dr. Peng, NetScience Technology, Halo New Network, etc.; Third, the application of big data analysis: As the downstream of the big data industry chain, the analysis and application of big data is the end goal of achieving commercialization and achieving value. Can focus on Yinzhijie, Fiberhome Communications, Wanda Information and other related stocks; Fourth, big data security field: With the rapid development of big data, information security needs are increasing, and high-quality information security leading stocks will take the lead. Focus on Venus Star, Weishitong and Beixinyuan.
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