Computers: Searching for Investment Opportunities with Policies

The "12th Five-Year Plan" of the software and information technology service industry stipulates that the income scale of the software industry by the end of 2015 is expected to reach 4 trillion yuan, and the compound annual growth rate will be nearly 20% in the next three years. We have long been optimistic about the development of the industry. In addition, absorption and mergers within the industry have gradually increased since the beginning of this year, with 28 out of 81 companies in the sector reporting outward investment and mergers and acquisitions plans, accounting for as high as 35%. We need to be more cautious about future company choices, and we recommend focusing on companies with good downstream requirements, strong overall competitive strength, and continuous research and innovation.

Maintain the industry recommendation rating in the fourth quarter and focus on the smart city sector. The fourth quarter is the traditional peak season in the industry. We believe that in the process of gradually confirming the company's performance in the industry, the sector is still expected to achieve performance beyond the market. At present, we are still the most optimistic about the smart city area. In addition, it is also recommended to pay attention to companies with good downstream development, strong overall competitiveness, and continuous innovation. Investors are advised to pay attention to Yi Hua Lu, Digital Zhengtong, Guang Lian Da, Dong Hua Software, Yin Jiang, Philips, Warburg, Tai Chi, Venus, Hang Seng, and Gold Securities.