爱高集团对准“数字中国”再落子——政策窗口已开

Group 1 - The core idea of the news is the strategic direction set by two significant documents: the "Digital China Construction 2025 Action Plan" and the "Opinions on Deepening the Comprehensive Reform Pilot in Shenzhen," which aim to enhance the digital economy and facilitate capital market access for enterprises in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2][9] - The "Digital China Construction 2025 Action Plan" targets that by the end of 2025, the core industries of the digital economy will account for over 10% of GDP, with "Artificial Intelligence+" included in eight major projects [1][5] - The Shenzhen reform document allows companies listed on the Hong Kong Stock Exchange to also list on the Shenzhen Stock Exchange, creating a dual-channel for financing and market access for new economy enterprises [1][9] Group 2 - Aigo Group announced a joint venture with Shenzhen Zhongcheng Digital Technology Group to enter three key sectors: digital equipment leasing, SaaS and cloud services, and digital content and media [2][3] - The digital equipment leasing sector aligns with national policies encouraging equipment recycling and leasing services, which are highly compatible with "dual carbon" assessments [5] - SaaS is identified as the fastest commercial form for the large-scale implementation of AI, as per the action plan [6] Group 3 - The joint venture's announcement led to a significant stock price increase for Aigo, with a 139% rise on the day of the announcement, reflecting market expectations and business upgrades [4] - If Aigo successfully lists on the Shenzhen Stock Exchange, it could achieve a valuation comparison of over 30 times in A-shares, while the current PE in Hong Kong is only 8 times [10] - The intersection of the digital economy and capital markets is opening up for technology transformation enterprises with manufacturing backgrounds, and Aigo's joint venture is seen as a diversification of business leveraging national policies and regional reform benefits [10]