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The General Office of the Central Committee of the Communist Party of China and the General Office of the State Council issued the “Opinions on Promoting the Implementation of the National Cultural Digitalization Strategy”. The “Opinions” clarified the strategic goals of my country’s national cultural digitalization, and proposed to make overall use of the digital projects and databases that have been built or under construction in the cultural field. The achievements are related to eight key tasks including the formation of a Chinese cultural database, the consolidation of cultural digital infrastructure, and the formation of a national cultural special network.
The General Office of the Central Committee of the Communist Party of China and the General Office of the State Council issued the “Rural Construction Action Implementation Plan”, which proposed to implement the digital rural construction and development project. Promote the deep integration of digital technology with rural production and life, and continue to carry out digital village pilots. Strengthen the construction of rural information infrastructure, deepen the coverage of rural optical fiber networks, mobile communication networks, digital TV and next-generation Internet, and further improve the quality and coverage of rural communication networks.
Investment Points
The digitalization strategy of the cultural industry has begun to be implemented, and it is recommended to pay attention to the digital infrastructure and digitalization of cultural content. The digitalization strategy of the cultural industry has been written into the 14th Five-Year Plan in March 2021. This “Opinion” is a refinement of the strategic goals of the digitalization of the cultural industry in the 14th Five-Year Plan, and clarifies the specific strategic goals and strategic steps. Four or five”
At the end of the period, the cultural digital infrastructure and service platform will be basically built, and by 2035, a national culture with physical distribution, logical association, quick link, efficient search, comprehensive sharing, and key integration will be builtBig Datasystem and realize the sharing of China’s digital achievements by the whole people. The “Opinions” is expected to become an important guide for the digital development of my country’s cultural industry in the future.According to the requirements of the “Opinions”, a culturalData SecurityStandard, strengthen the Chinese culture database data storage standard, build a perfect cultureData SecuritySupervision system, improve the property rights protection measures for cultural resource data and cultural digital content.On the one hand, the cultural digitization strategy will promote the digital infrastructure and computing power demand. It is recommended to pay attention tocloud computing、East and WestOn the other hand, with the implementation of cultural digitization policies, the construction of cultural digitization system platforms has begun to advance, and sub-sectors such as digital copyright transactions, data verification, and digital collections may benefit. It is recommended to continue to pay attention.
Digital village construction focuses on infrastructure construction in the early stage and application in the later stage. It is recommended to pay attention to the construction of communication network infrastructure and operators, as well as downstream application segments. Digital village construction is proposed in the 2022 Central Document No. 1 and the “Digital Village Development Action Plan (2022-2025)”. The implementation of the digital village construction and development project in this “Rural Construction Action Implementation Plan” is a key link. The core direction is to strengthen the construction of rural information infrastructure, deepen the coverage of rural optical fiber networks, mobile communication networks, digital TV and next-generation Internet, and improve the quality and coverage of rural communication networks. The primary issue in building a digital village is to improve the infrastructure of rural communication networks, and to improve Internet coverage and network quality. Communication network construction and operators may be the first to benefit.
On the other hand, with the gradual implementation of new infrastructure for rural construction, the application terminal is expected to be gradually opened in the future. It is recommended to pay attention to 4K/8K high-definition video terminals.Smart Agricultureand the rural e-commerce sector that benefits from the improvement in the quality and coverage of rural communication networks.
Investment Advice:digital economyPolicies continue to increase, and digital strategies for cultural industries and rural construction have begun to be implemented. In the future, infrastructure construction may be accelerated. It is recommended to continue to pay attention.
Risk factors:rural revitalizationThe progress of the policy was less than expected; the progress of the cultural digital industry policy was less than expected; the implementation of technology and actual construction was less than expected.
(Article source: Guorongsecurities）