Software industry keep the two investment concerns the seven highlights the main line - software, office software - office supplies industry
Software industry keep the two investment concerns the seven highlights the main line - software
, office software - office supplies industry
2009, is a bumpy domestic economy, to turn things around, a very unusual year, is also the challenge of crisis, China's software industry, innovation and forging ahead in the year of reform, it is sent away Financial Crisis and usher in a year of recovery bottom.
2009 recovery years of software industry hit bottom
2009 years, despite the unfavorable international economic and financial situation, but in expanding domestic demand and Electronic Planning to promote the revitalization of the information industry, China's software industry to actively expand domestic and foreign markets, speed up technological innovation and structural adjustment, to maintain steady and rapid growth, industry continued to expand, to constantly adjust the industrial structure and layout, software exports maintained a rapid growth, companies gradual increase overall competitiveness, as driving the growth of electronic information industry, an important force, and in promoting the integration of information technology and industrialization, development, support national economic and social information to play an active role.
Data released by the Ministry of Industry and year 1? Oct. software industry grew 20.2%, which increased 19.7% in October. After the software has started the second half of my bottom recovery, growth gradually picked up a "tail" market, estimated annual growth rate of 22? 25%.
Accelerate the economic downturn led to industry reshuffle. 2009 years, the domestic software industry M & A events increased significantly, UF, Neusoft, Kingdee and other well-known large companies use the occasion to carry out domestic and international economic downturn, mergers and acquisitions, and further integration of resources and enhance core competitiveness, so that the emergence of new competition structure change.
2010 years of software industry Jiangzai one level
Outlook outlook 2010, China's software industry trends and will appear the following changes:
1, the national industrial policy and legal environment will be further strengthened and improved. Government support will be more emphasis on good software companies and software companies to encourage local innovation and international development, good policies will remain unchanged, "Nuclear high base" and 3% VAT is expected to implement preferential policies; 2, the domestic middleware manufacturers gradually from a "supporter" to "hero", Middleware 2010, there could be the breakthrough of China's software industry is one; 3, the digital content industry to flourish, according to Noda consultation report, expected to 2010, China's digital content industry will reach 600 billion yuan; 4, more intense competition in the software industry to achieve service-oriented software, mobile and Internet-based software services model will become a hot topic in 2010, while the mobile Internet will bring software industry to the next high tide; 5, M & A, restructuring and operation of industrial capital market will become the theme, in the capital, market and technology driven triple, 2010 Management Software Industry mergers and acquisitions, restructuring Jiangzai off wave number of software vendors tended to decrease; 6, new technology, new applications will be faster development in 2010; 7, fusion integration will become the industry's main theme, together form a competition is the best development of competition policy has become the consensus of software vendors, software vendors will be 2010 different products, between technology and even across product areas to achieve more integration between.
2010 Highlights years of software industry investment
2009 , A shares of the software industry ushered in a wave of momentum plate rapidly rising market, in addition to 4 trillion investment IT Factors stimulate the rural areas, another reason is that rumors including nuclear high base, 3% value-added benefits including continuation of a series of policies coming into force. Although the second quarter, third quarter is not very ideal, but the fourth quarter, the software industry and the plate in the Internet of things to promote the concept of intelligent network, the trend of strengthening, and is expected to form a wave of inter-annual market.
From a valuation perspective, the software blocks of the absolute and relative price-earnings ratio price-earnings ratio are slightly lower than the value of history, has not yet appeared valuation bubble, advantage can; growth potential from the performance point of view, the industry revenue growth next year is expected at 25 -30% or so, the listed company's revenue growth will be higher than the industry average, profitability, outlook stable. Overall, in 2010 the profitability of listed companies in the software blocks more than 30% growth rate is high probability event, the maintenance of the software industry "optimistic" or "overweight" rating.
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Software industry keep the two investment concerns the seven highlights the main line - software, office software - office supplies industry