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Subsequently, the industry has been rumored that the government is in the process of formulating the follow-up policy of “No. 18 Documentâ€. Unfortunately, the new No. 18 document (the “Several Policies on Further Encouraging the Development of Software and Integrated Circuit Industryâ€) is still in the “difficult to produceâ€. in.
The two implementation plans adopted by the State Council are aimed at "core electronic devices, high-end general-purpose chips and basic software products" and "very large-scale integrated circuit manufacturing equipment and complete sets of processes", the essence of which is semiconductors, integrated circuits, software and Electronic Component. These are actually the areas that benefited from the "No. 18 Document" of the year.
The corresponding policies or the successive introduction of the above two major special projects have achieved certain development and have been written into the “Eleventh Five-Year†development plan. The State Council executive meeting focused on these two special items, indicating that the government has raised its emphasis to a new level, requiring all departments to pay close attention to organizational implementation, and also reflects the urgent desire of the central government to realize informationization and promote industrialization.
The analysts of Bohai Securities believe that the development of these two major projects is conducive to improving the ability of China's electronic information industry to innovate independently, thus facilitating the transformation of the domestic electronic information industry from processing enterprises to innovative enterprises. It is expected that various departments will issue policies on funds, taxation, land, etc., and give relevant enterprises strong support.
It is understood that China's electronic information industry is large but not strong, most of which are export-oriented enterprises, and the proportion of foreign-funded enterprises is relatively large. Under the pressure of RMB appreciation, raw materials, energy, environmental protection and labor costs, it is necessary to improve the technical level of products. And independent innovation ability can achieve sustainable development.
According to the division of the CSRC, the current dynamic P/E ratio of the electronic sector is 20.25 times, which is close to the lowest level of 18.45 times in history. Under the combined influence of unfavorable factors such as RMB appreciation, the electronic sector has been neglected by the market. The launch of major national science and technology projects in two countries is conducive to revitalizing the market's expectations for high growth in the electronic sector, thereby enhancing the overall valuation of the industry.
Some stocks are expected to benefit. Currently, there are few companies in listed companies that directly benefit from the major science and technology projects of these two countries, but there are more companies that benefit indirectly. Bohai Securities strongly recommends China Microelectronics (love stocks, quotes, information) with some core electronic device business, UFIDA software with recommended basic software products (love stocks, market information, information), and strong recommendation for semiconductor and integrated circuit special equipment. Driven by the research silicon stocks (love stocks, quotes, information). In addition, the listed companies involved in A-shares also include Neusoft and UF in software; there are many discrete device companies, such as Changdian, Huawei, Farah, Sunlord, etc.; integrated circuits are mainly in packaging tests such as long-term power and communication. There are three rich and Huatian companies, and there are not many leading companies in design and manufacturing. However, there may be more good companies listed on the future GEM. It is understood that there may be several design companies in the future of GEM integrated circuits. 
Suspected as "No. 18" follow-up It is understood that the "Promoting the Software Industry and the Development of Integrated Circuit Industry" (the "No. 18 Document") issued by the State Council in June 2000 has provided many preferential policies for the development of the domestic electronics industry. Unfortunately, in 2004, due to the US request for consultation under the WTO dispute settlement mechanism for China's integrated circuit VAT refund policy, the WTO dispute settlement procedure was initiated. The Chinese side finally made concessions. After April 1, 2005, all the preferential policies in the "No. 18 Document" were all stopped.