Focus on a space-oriented, upgraded, and motivated industry chain: payment upgrades and informational upgrades. In the past three years, the steady growth of the information industry and the year-on-year growth of software business revenues of more than 30% have made the computer industry always attractive for investment. On the one hand, with the cultivation of next-generation information technologies such as cloud computing, Internet of Things, triple play, and next-generation communication networks, the computer industry has multiple industry chains and multiple themes. On the other hand, we believe that the industrial chain with broad space, upgrade appeal and strong driving force (referred to as "three have") is particularly worthy of attention. It is a high probability event that the industry chain with "three hass" surpasses the cycle in the risk of economic downturn. We recommend focusing on two major "three-owned" industrial chains: payment upgrades and informational upgrades.
Payment upgrade: 1) Upgrade perspective, payment means are undergoing upgrade in both user experience and payment method. 2) From the perspective of space, in the upgrade industry chain, there are several times of incremental market space for pos machines, ATM machines, and financial cards, and EMV migration brings stocks to update market space. 3) Power perspective, in order to share high return on investment and take advantage of the first-in-class advantage, industry chain participants have strong momentum. 4) The payment upgrade industry chain is growing at a high speed and is expected to withstand the macro downturn and surpass the cycle.
Informatization upgrade: 1) From the perspective of upgrade, our enterprise informationization is undergoing a comprehensive upgrade of the financial module to the supply chain, strategy and even business intelligence. 2) From a spatial perspective, China's ERP investment accounts for IT expenditure, and the proportion of IT investment to GDP is still lower than comparable countries and the world average. 3) During the "Twelfth Five-Year Plan" period, a number of industry and industry key units proposed further information planning, emphasizing network point replication and module upgrade. 4) Historically, the leader of enterprise informatization has been a big probability event to overcome the decline in the economy.
Investment strategy: Focus on the "three-in-one" industrial chain with "wide space, upgrade demands, and strong momentum". Taking into account the above factors, we recommend focusing on the payment upgrade and informationization upgrade industry chain. It is recommended to focus on the new country (payment upgrade), Hande information (information upgrade), UFIDA software (information upgrade), Royal Bank shares (payment upgrade).
Payment upgrade: 1) Upgrade perspective, payment means are undergoing upgrade in both user experience and payment method. 2) From the perspective of space, in the upgrade industry chain, there are several times of incremental market space for pos machines, ATM machines, and financial cards, and EMV migration brings stocks to update market space. 3) Power perspective, in order to share high return on investment and take advantage of the first-in-class advantage, industry chain participants have strong momentum. 4) The payment upgrade industry chain is growing at a high speed and is expected to withstand the macro downturn and surpass the cycle.
Informatization upgrade: 1) From the perspective of upgrade, our enterprise informationization is undergoing a comprehensive upgrade of the financial module to the supply chain, strategy and even business intelligence. 2) From a spatial perspective, China's ERP investment accounts for IT expenditure, and the proportion of IT investment to GDP is still lower than comparable countries and the world average. 3) During the "Twelfth Five-Year Plan" period, a number of industry and industry key units proposed further information planning, emphasizing network point replication and module upgrade. 4) Historically, the leader of enterprise informatization has been a big probability event to overcome the decline in the economy.
Investment strategy: Focus on the "three-in-one" industrial chain with "wide space, upgrade demands, and strong momentum". Taking into account the above factors, we recommend focusing on the payment upgrade and informationization upgrade industry chain. It is recommended to focus on the new country (payment upgrade), Hande information (information upgrade), UFIDA software (information upgrade), Royal Bank shares (payment upgrade).
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