In order to suppress and curb the rise of China's technology, repressive measures such as the US Chips Act and EDA export controls have continued to appear. This has once again sounded the alarm on the issue of China's information technology being autonomous and controllable.
It has become the key to ensure the digital transformation of the national economy and ensure the security of government networks and data information by establishing its own IT architecture and standards, creating a safe and reliable information environment, and realizing the localization of information and innovation.
Xinchuang, that is, information technology application innovation; Information and innovation industry, that is, the information technology application innovation industry, is a long-term plan for the development and upgrading of China's IT industry.
At present, the domestic information and innovation industry has a huge industrial chain, including the security and controllability of the whole industrial chain from the basic software and hardware at the bottom of IT to the application software at the upper level, which is mainly divided into four categories.
1) Basic hardware: chips, servers, storage, switches, routers, various clouds, etc.
2) Basic software: operating system, database, middleware, etc.
3) Application software: OA, ERP, office software, government applications, streaming software, etc.
4) Information security: border security products, terminal security products, etc.
Xinchuang substitutionIt is necessary to realize localization in the fields of basic hardware, basic software, application software, information security, etc., aiming to achieve "independent and controllable, safe and reliable".
Compared with the simple localization substitution, Xinchuang pays more attention to building an overall domestic product technology ecosystem, and forms a safe and controllable whole chain of localized information technology through the compatibility, adaptation and innovation of ecological upstream and downstream productsAchieve "substitution + innovation".。That is, at the same time of replacement, realize the independent innovation of the main body of information and innovation, including ecological construction, technological breakthroughs and application innovation, and form new competitiveness.
From the perspective of the composition of the information and innovation ecosystemIT infrastructure is the core hard market at the bottom of Xinchuang, which is composed of three major products: chips, cloud computing, and servers, and represents manufacturers such as Loongson, Zhaoxin, Feiteng, etc. Operating systems, databases and middleware constitute the core products of basic software, and representative vendors such as Kylin Software, Dameng Database, Kingdee Tianyan, etc. Platform software, application software and IT security have gathered many advanced manufacturers, such as Meiluo Technology, Yonyou, Kingdee Cloud, AsiaInfo Security, etc.
At the end of September 2022, the State-owned Assets Supervision and Administration Commission (SASAC) issued the "No. 79 document", pointing out that all central and local state-owned enterprises will implement full substitution of information and innovation, and by 2027, 100% of central and state-owned enterprises will complete the replacement of information and innovation, covering chips, basic software, operating systems, middleware and other fields.
SASAC "Document No. 79" specific replacement requirements:
1."Full Replacement".: OA, portal, mailbox, discipline inspection, party and masses, archives, business management.
2."Replace when you should replace".Strategic decision-making, ERP, risk control management, CRM management system.
3."If you can, you can replace it".: Manufacturing, R&D system.
Xinchuang OA system ranks first in the comprehensive replacement software, and it is also the core office software used by central state-owned enterprises with the highest frequency. OA is replaced first, and other systems are gradually driven to achieve localization, which is undoubtedly a breakthrough from point to surface.
From the perspective of industry applicationsAt present, domestic information innovation is accelerating its popularization in the direction of "2+8+N", involving the two major fields of party and government, eight major industry applications such as finance, petroleum, electric power, and telecommunications, as well as many application scenarios further downstream.
From the point of view of the process of moving forward, the party and government information innovation was the earliest. The domestic party and government information innovation has clear policy requirements, and has formed a relatively mature solution and a good demonstration effect, and has entered the stage of comprehensive construction. According to the requirements of the 14th Five-Year Plan for Promoting National Government Informatization, by 2025, the national e-government network should basically realize the safe and reliable application of government informatization. This means that the party and government information innovation will leapfrog from the electronic document system to the construction of the e-government system.
Among the eight key industries, the financial industry has made the fastest progress in information innovation, followed by telecommunications, followed by energy, transportation, aerospace, education, and medical care.
Finally, information innovation in N industries will also begin to be gradually launched in 2023 to further expand coverage.