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I. Investment logic

With the arrival of the main line of digital economy, the development of digital villages will become an important branch line and continue to receive policy support. By 2025, it is required to deepen the popularization of rural 4G, innovate and apply 5G, digitally transform agricultural production and management, and build smart agriculture. The key directions of construction are divided into three directions: the construction and upgrading of digital infrastructure, the direction of smart agriculture, governance and public services. The new digital infrastructure facing people's livelihood has a broad market space.

Second, the new digital infrastructure for people's livelihood has a broad market.

1) Grid management and digital pipe network field:

1, SuperMap Software: The company actively arranges related businesses of underground pipe network construction. At present, the construction of underground pipe network is mainly in the stage of underground pipe network exploration and database construction.

2. Digital communication: The company has set up a special research institute to break through the barriers of various government departments, establish a safe and credible data link, strengthen departmental coordination, and form a sunny law enforcement capability.

3. Electronic digital: The core business focuses on system integration and service, data center engineering, intelligent building and other fields. Over the years, we have accumulated rich experience in project implementation and management, and accumulated good practice in resource intensive and collaborative areas, which makes the company have excellent business operation capabilities as a whole.

2) Security field:

1, Hikvision: Hikvision DVR products continue to maintain the number one position in the global market share. The company also participated in the compilation of AVS, a standard algorithm for video and audio coding and decoding independently developed in China, and is one of the few video surveillance enterprises with independent intellectual property rights in China.

2. Dahua Co., Ltd.: This company is a high-tech enterprise specializing in R&D, production and sales of security video surveillance products. At the same time, the company is also a participant and customizer of China security video surveillance industry standard, and a leading enterprise leading the development of China security video surveillance industry.

3) Intelligent charging and intelligent parking:

1, Langxin Technology: Langxin has gradually realized the whole process operation of vehicle pile enterprise platform construction, vehicle pile operation and vehicle owner service, and obtained corresponding income. At present, the company's aggregated charging platform "New Electric Way" connects more than 6,543,800 charging piles, and the smart parking platform has covered more than 5,000 parking lots.

2. Jieshun Technology: It has 1 1000 smart parking lots and 430w parking spaces, ranking first in the market with a market share of over 30%, and has a highly viscous cooperative relationship with local property companies; We have been cooperating with Alipay and WeChat to pay for parking.

4) Smart grid and smart medical field:

1, Henghua Technology: The company specializes in smart grid information services and is an information service provider for smart grids. Committed to the use of information technology and Internet of Things technologies and concepts to provide integrated and professional information services for smart grids in the whole life cycle, realizing the integration of asset construction and information construction, asset transfer and information circulation, asset operation and information maintenance.

2. Entrepreneurship Wellcome: one of the leading medical and health informatization, including hospital informatization application software and public health informatization application software; It has successively undertaken regional health big data projects in Nanjing and Tongxiang, and integrated the existing regional health information platform, regional medical platform and Internet APP through big data platform and analysis technology.