Zhitong Financial APP learned that on November 14, under the influence of repeated news of continuous rotation of the core track in Xinchuang policy, the A-share Xinchuang plate was repeatedly active. As of press time, 263 (002467.SZ), Xinyada (600571.SH), Aerospace Changfeng (600855.SH), 002308.SZ (002308.SZ) and Koanda (002972.SZ) rose by the daily limit. Creative Information (300366.SZ), Pacific Century (300935.SZ), Deep Sangda A (000032.SZ), massive data (603138.SH), Tianrong letter (002212.SZ) and other stocks rose and rose.

Open source securities research report: according to the data of the National Bureau of Statistics, the total number of people covered by the party and government + industry innovation is about 65 million. According to Zaizhao.com data, the unit price of Xinchuang PC is about 5000 yuan, and the unit price of Xinchuang server is about 50,000 yuan. It can be estimated that the potential space of Xinchuang industry is hundreds of billions. If you consider the relevant industry application software, the entire market space is broader, taking into account the pace of promotion, it is expected to be more optimistic in 2023. Industry innovation policies emerge one after another, and the core track continues to rotate. In the financial sector, according to Euro data, two batches of pilot projects were launched in 2020 and 2021, requiring the completion of domestic replacement of finance, personnel and other general systems in 2023, and the core trading system and business system will also continue to be promoted. In the electric power field, the Xinchuang Forum is held intensively, and the 2022 Electric Power Industry "two-dimensional Integration" Promotion Conference to be held in November will set up a sub-forum of "Electric Power Xinchuang Independent controllability". The digital transformation of central enterprises in the electric power industry and the landing of the industry Xinchuang are expected to speed up. In the medical field, in November, the National Health Commission and other three departments issued the 14th five-year Plan for National Health Informatization, which put forward safe and controllable requirements for information infrastructure construction, and medical information innovation is expected to usher in positive changes.