Electronic information industry revitalization plan baked six segments benefit

July 15, 2009, the State Council executive meeting examined and adopted the principle of electronic information industry restructuring and revitalization plan. The meeting held that the electronic information industry is a strategic, fundamental and leading pillar industry of the national economy. Sharp decline in international market demand and the global electronic information industry to adjust the depth of the situation, the revitalization of China's electronic information industry, we must strengthen the independent innovation, improve the industrial development environment, accelerate the integration of informatization and industrialization, focus on major projects driven by technological breakthroughs, promote industrial development in the new application.

Three tasks of the five measures

The meeting decided in the next three years, the industry's big three key tasks: one is to improve the industrial system, to ensure the steady growth of the main industry, mainly to enhance the computer industry competitiveness, accelerate the upgrading of electronic products, to promote the transformation of digital audio-visual industry. Two is based on independent innovation, breakthroughs in key technologies, focusing on the establishment of an independent control of the integrated circuit industry system, breaking the bottleneck of the development of new display industry, improve the ability of independent development of the software industry. The three is to apply with development, and vigorously promote business innovation and service innovation, strengthen the application of information technology in various fields of economy and society, to cultivate a new growth point in the communications equipment, information services and information technology applications.

To achieve the above goals, with the introduction of the five major policy measures include: first, to implement domestic demand driven, expanding the application of electronic information products and industrial development space. Two to increase investment, the implementation of the integrated circuit upgrade, new display and color TV industry transformation, the third generation of mobile communication industry, the promotion of digital television, a new leap computer upgrade and the next generation of Internet applications, software and information service to cultivate six projects focus on, encourage and guide social capital to invest in electronic information industry. Three to strengthen the ability of independent innovation. We will accelerate the implementation of major national science and technology projects, support superior enterprises in mergers and acquisitions, and improve public service platforms. Four to promote the development of service outsourcing, support enterprises going out to establish R & D, production base and marketing network. Fifth, strengthen policy support. Intensify the implementation of policies to encourage the development of software and integrated circuit industry. The implementation of digital TV industry policy to promote the triple play". Adjusting the catalogue and standards for the identification of high and new technology enterprises. Continue to maintain the export tax rebate of electronic information products, and further play the supporting role of export credit and credit insurance. Expansion of small and medium enterprises to issue bonds pilot.

Focus on the six major segments

Revitalization plan proposed to increase investment, focus on the implementation of the six projects, which covers almost all the important areas of electronic information industry. Comprehensive Japan Securities, SW, China Merchants Securities, CICC, continued full investment and many other institutions research report, we found the following six related industries listed companies will directly benefit from.

First, to support the upgrading of the integrated circuit industry. The application of LED in landscape lighting (43%), mobile phone display, etc., as compared with the traditional energy-saving lamp can be more than 60%, government subsidies for the efficient lighting products, to promote the development of the industry, it has LED epitaxy and chip manufacturing capacity of LED industry listed companies worthy of attention, such as Sanan optoelectronics and scholar LAN, micro side, LIAN opto, Tongfang etc.. At the same time, the upgrading of products and the ability of China microelectronics and long power technology can also pay close attention to the trend, the former is the domestic power devices leading enterprises, which is the domestic packaging technology is in the leading position.

Two, support for the new display and color TV industry transformation. Compared with the 11th Five-Year plan, the revitalization of the planning of the status of the flat display industry has been greatly improved. In the "11th Five-Year" plan, flat-panel display industry just as part of components industry to discuss, and in the revitalization plan, flat display industry has become one of the core industries, separately listed as one of the six major projects, but also the new display enterprise into the category of high-tech enterprises. Because of the significance of the color TV industry with the transition, the direction of the flat panel display industry is also more clear, mainly to large panel. The development prospect of the BOE, Han's laser, electronics, LEYBOLD tech company should not be underestimated.

Three, improve the new generation of the new generation of mobile communications industry third. As the mobile network supporting fiber fiber production and demand greater demand, short-term gap exists, so this year the first round of the operators in the offer even more than 10% manufacturers joint price phenomenon, is expected to promote the performance of optical fiber cable factory and the stock price performance during the year. Again, the government to increase financial investment, additional funds to tilt to the electronic information industry, the loan interest rate, R & D and industrialization of subsidies, government procurement and capital injection in a variety of ways to guide social resources into the listed companies within the industry is expected to get more government subsidies. ZTE, Fiberhome, ZTT, prosper optoelectronics, yuanwanggu, Gao Hong shares ST, Datang and other listed companies are facing new opportunities for development.

Four, digital TV popularization and application and industrial chain construction. The short term, the construction project may directly support national TV leading enterprises in finance, tax and other aspects of the technology and screen, module production line; long term, supporting the upstream industry will get greater development, for the enterprise to reduce the cost of domestic brands, against foreign brands play a very good role. Construction of digital TV content based on independent audio and video standards