Software Industry: New Eighteen Document Is Ready For &Nbsp; Gold Ten Years Can Be Expected.
Event
In June 2nd, the 2010 fourteenth China International Software Fair (hereinafter referred to as the "soft Expo"), Li Yizhong, Minister of industry and information technology, said that in order to maintain the stability of the software industry development policy, the Ministry of industry and information technology is studying and drawing up a draft policy to report to the National Institutes of Commerce, and further promoting the introduction of the software industry development policy.
In view of the opportunities brought about by the rapid development of mobile Internet, 3G technology and triple play, Li Yizhong said that the software industry should actively expand the networking services of software, foster new business models and new modes such as software services, cloud computing, Internet digital content, service outsourcing, e-commerce, and support the R & D and industrialization of key technologies such as games, animation and digital entertainment, and promote consumption by software industry.
comment
In the end of June, the new 18 policy will reach its 10 year's validity in the end of June. The new industry policy mentioned should be the new eighteen article to be published soon.
From the point of view of content, software value-added tax is more than 3% parts. The new changes include: (1) the increase of financial support; and (2) extension of the beneficial field.
Financial support: Although VAT rebates do not exceed expectations, fiscal subsidies with a tendentious trend may be promoted, especially through policies such as nuclear advanced, information security special funds and industrial subsidies. Among them, the overall development strategy of China's software and IC industry is also the focus of subsidies in new 18.
Extending in the field of revenue: from the original software and system integration field to software services, cloud computing, Internet digital content, service outsourcing, e-commerce and other new formats, in these areas is expected to grow such a new leading enterprise such as UF.
On the industry point of view: in the ten years when the original version 18 was launched, the business income of China's software service industry in 2009 was 997 billion yuan, which was close to one trillion yuan, 16 times that of 2000. Software exports in 2009 amounted to US $19 billion 600 million, which is 49 times that of 2000. We believe that with the introduction of the new policy, the new tax policy and financial support, the software industry will maintain long-term high speed growth. This is the overall opportunity for the industry, and it will be a long-term good for the new Domain company in 2000.
Risk: the timing of the new eighteen is uncertain.
Investment suggestion
We maintain the industry's "overweight" rating, the investment portfolio is: China software, Taiji shares, soft control shares, and Huali innovation.
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