Investment Rating - The investment rating for the computer industry is "Buy" [2][9]. Core Viewpoints - The launch of the new generation core trading system tender by Everbright Securities marks a significant development in the industry. The goals for this system include transitioning from a centralized proprietary architecture to a distributed, low-latency, and open architecture, utilizing a technology stack that emphasizes high availability, performance, low latency, scalability, and loose coupling [2]. - Companies with successful full-stack domestic innovation cases in the core trading system field, such as Vertex Software and Huari Technology, are expected to have a competitive advantage as more securities firms initiate tenders for new generation core trading systems [2]. - The report anticipates that as more securities firms successfully implement new generation core trading systems, there will be an increase in demand for related technology solutions, particularly for Vertex Software and Hengsheng Electronics [2]. Summary by Sections Industry Developments - Everbright Securities has initiated a tender for its new generation core trading system, with a focus on modernizing its technology architecture [2]. - Recent developments in the core trading system sector include the successful launch of systems by Guosen Securities and strategic partnerships between firms like Guotai Junan and Hengsheng Electronics [2]. Company Analysis - Vertex Software is highlighted as a key player in the market, with a strong track record and recognition among securities firms, indicating a potential for market share growth due to the shift towards new generation core trading systems [2]. - Hengsheng Electronics is also noted for its contributions to the new generation core trading system, with recent successful implementations [2].
计算机行业:券商新一代核心交易系统招标打破僵局
GF SECURITIES·2024-12-19 07:29