Communication industry: focus on investment opportunities of Guangzhou Digital Science Group
Risk warning
The policy promotion was not as expected: the effect of the promotion and implementation of relevant policies such as data elements, low altitude and national defense informatization is uncertain, which may have some impact on the Group's business.
The data element policy may not be as expected: the development of the data element market has a strong policy guidance. If the policy promotion is not timely or the planning is not clear, the data element circulation may have some uncertainty, so there are certain risks.
Low altitude investment was less than expected. Low altitude industry is in the initial stage, and if the subsequent investment is less than expected, the industry development may be hindered.
The investment in national defense informatization was less than expected. If the investment in national defense informatization is insufficient, the upstream orders of the industrial chain may be less than expected.