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港股概念追踪|两部门推动教育系统软件正版化 国产软件或迎来信创订单密集落地(附概念股)

Hong Kong stock concept tracking | Two departments promote the legalization of System Applications for Education, Domestic Software may welcome a concentrated landing of Orders for Xinchuang (with concept stocks attached).

Zhitong Finance ·  09:49

Two departments promote the authorization of System Applications in the Education sector, and the focus of innovation and construction is expected to shift.

The Ministry of Education and the National Copyright Administration have issued a notice regarding the promotion of authorized System Applications in the Education sector. By the end of 2027, a long-term mechanism for authorized System Applications in the Education sector will be basically established, significantly improving the rate of authorized System Applications, fully utilizing authorized operating system software, office software, and antivirus software, and effectively eliminating the use of software without authorization from the copyright owner.

Strict procurement management. Strengthen the management of software procurement sources. Newly purchased office terminals should be pre-installed or purchased with authorized operating system software, office software, and antivirus software.

Standardized usage management. Local schools must establish Asset Management systems for software, regulating the management of software registration, configuration, usage, maintenance, and disposal.

According to Bohai Securities, Domestic Software can be roughly divided into three categories based on function, application field, and applicable objects:

1) Operating System: The bridge between computer Hardware application programs, responsible for managing and controlling various resources of the computer, which refers to the operating system software mentioned in this notice.

2) Application Software: Software designed for specific tasks or fields. The office software and antivirus software mentioned in the notice fall into this category.

3) Industrial Software: Specialized software embedded in devices or systems, used to control and manage various components of the equipment.

With the continuous growth of China's software market and the accelerated implementation of localization, the domestic information innovation industry is also welcoming new development opportunities. Previously, a dense drop of information innovation Orders occurred, and Brokerages stated that a new round of bidding may have already started.

Education software related Hong Kong stocks:

NEUEDU (09616): According to the report, NEUEDU's operating revenue for the first half of 2024 is approximately 0.968 billion yuan, a year-on-year increase of 5.4%. The interim report shows that the main reason for NEUEDU's revenue growth is the increase in income from full-time higher education services, education resources export, and continuing education services. In addition, on May 31, 2024, NEUEDU acquired 100% equity of NEU Health Medical Management Company, further expanding its Business scope. During the period, the company iterated several new intelligent education Software products, such as the Metaverse Smart Health Care Future Education Platform and Application Software System Development, actively empowering customer institutions. At the same time, it upgraded multiple Smart training rooms, including Self-Driving Cars, E-commerce Big Data, C Language, etc., and built 13 standardized professional courses and 218 systematic projects for seven popular majors.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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