信创行业

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和讯投顾史月波:数字化和信创板块的逻辑是什么?
He Xun Cai Jing· 2025-07-17 12:56
Group 1 - The core viewpoint emphasizes the interconnectedness of macro policies and industrial development, particularly in areas like fiscal taxation, digitalization, state-owned cloud services, remote work, cloud computing, and information technology innovation [1] - The information technology application innovation (信创) industry is closely linked to government functions, relying on big data and software processes to enhance transparency in income and tax information through fiscal digitalization [1] - The development of fiscal digitalization and the 信创 industry aims to achieve the construction of a "unified market," which optimizes resource allocation, improves economic efficiency, and enhances internal economic resilience amid increasing global uncertainties [1] Group 2 - The current global landscape is primarily composed of three major blocs: the United States, China, and Europe, with the U.S. dominating in monetary and consumer sectors while competing with Russia in energy exports [2] - China, as a manufacturing powerhouse, plays a crucial role in production but relies on upstream raw materials and energy supplies, making it vulnerable to external market changes [2] - In response to potential trade barriers, China is adopting a "de-involution" strategy to reduce the production of low-value-added products and optimize its industrial structure to enhance competitiveness [2]