A number of companies forecast positive results

EDA plays an important role in reducing cost and improving efficiency in chip design. At the same time, EDA, as a special industrial software, is also an important member of the credit creation industry.

According to the data, there are 96 listed companies in the Xinchuang industry, of which 12 have released three quarterly performance forecasts, and the performance has generally achieved positive growth. In terms of the lower limit of performance growth, the performance of Haigang Information, NaURA Chuang, Fudan Micro electricity, Dongxin Peace and other companies in the first three quarters increased by more than 100%, the performance growth rate of Montel Technology, Zhenhua Technology, Nastar and other companies was also more than 50%, and the performance of Yilian Network and Licun Precision increased by more than 30%.

Yilian network previously released a performance forecast shows that it is expected to achieve a net profit of 1.705 billion yuan to 1.827 billion yuan in the first three quarters, an increase of 40% to 50%.

The relevant person in charge of the Eilian network said that in the past decade, China has built the world’s largest optical fiber and mobile broadband network, the fixed network has gradually realized the exponential growth from 10 to 100 megabits, and then to gigabit, the mobile network has realized the leap from 3G breakthrough, 4G synchronization, and 5G leadership, and the communication infrastructure has been continuously improved and technological progress. The comprehensive product power of enterprise communication equipment continues to improve, the internal communication and collaboration process continues to be optimized, and the potential market size of the enterprise communication industry continues to expand. Especially after the epidemic, the trend of enterprise hybrid office and digital transformation is obvious, the urgent need for enterprises to improve and transform internal communication, and the willingness to purchase cost-reducing and efficiency equipment is significantly enhanced, and the enterprise communication industry continues to accelerate development under this trend.

“The company has joined the China Electronics Industry Standardization Technology Association Information Technology Application innovation (referred to as’ Xinchuang ‘) working group to participate in the definition of standards, establish the reference framework of audio and video conferencing system, and specify technical requirements to provide technical basis for equipment selection and construction.” Digital economy is the requirement and necessity of The Times, in the post-epidemic era, the company will continue to follow the trend of digital, networking and intelligent development in the future, and boost the development process of digital transformation of enterprises.” Billion united network relevant person in charge of securities Times reporter said.

How big is the creative space?

The innovation industry, that is, the information technology application innovation industry, is a long-term plan for the development and upgrading of China’s IT industry, which is essentially the development of domestic information industry, aiming to achieve the development goal of “autonomous, controllable, safe and reliable”.

The ecosystem of the innovation industry is relatively large, including hardware, such as CPU chips, servers, etc. Software, such as operating system, database, middleware, etc. Upper application, such as office software, ERP, etc. Information security, such as border security products, terminal security products, etc.

Why to develop “Xinchuang”? With the continuous rise of China’s national strength, in order to prevent the security risks in the field of information technology, independent and controllable is the goal that our country must achieve, so “Xinchuang” was put forward. At the same time, in order to get rid of the status quo that the core technologies in the upstream of the information technology industry chain are subject to people, the state has clearly defined the construction strategy of “digital China” and proposed a “2+8+N” security and controllable system.

The relevant person in charge of Zhongji Xuchuang told the Securities Times reporter that with the full launch of 5G, new infrastructure, “digital China” and “East number West calculation”, superimposed digital transformation development, China’s future computing power improvement and continuous high-speed growth of data traffic is an inevitable trend, and the continuous construction and expansion of supporting data center infrastructure is a rigid demand. ICT equipment and optical modules are the basis of computing power network, to improve the quality of network transmission, will promote the optical module technology iteration update, from 100G speed up to 200G, 400G and 800G, etc., but also need to 400GZR and other coherent optical modules to solve the interconnection between long-distance data center applications.

According to Yang Zeyuan, chief computer analyst at CITIC Securities, as the development of the credit creation industry continues to deepen, the district and county credit creation is expected to further open the 100-billion-level market. “Since 2020, China’s information and innovation industry has entered a period of strength, and the market space has significantly expanded under the support of policies, and the demand for government and enterprise users has significantly increased.” With the double promotion of the firm support of Xinchuang industrial policy and the uncertainty of the external environment, the core categories of Xinchuang are expected to continue to broaden horizontally and sink vertically, and the Party and government institutions represented by the district and county Xinchuang are expected to further open the space of 100 billion, and the market size of the district and county Xinchuang market or more than three times the market size of the city and above, we are optimistic about the development opportunities of the Xinchuang industrial chain.”