Compound annual growth rate exceeds 20%. The Internet of Things is not just a concept

China Security Exhibition Network News usually said that the third-rate companies sell products, second-rate companies sell brands, first-class companies sell standards. In the field of the Internet of Things, the establishment of a global standard for the “IoT-overview” draft standard indicates that China’s IoT technology has a leading edge and will promote the development of related industries in China, and related A-share “Internet of Things”. "The theme of speculation will change from concept to substance. The Internet of Things is more than just a concept.

The Internet of Things is not just a concept. The “Internet of Things” refers to the combination of various information sensing devices, such as radio frequency identification (RFID) devices, infrared sensors, global positioning systems, laser scanners, and other devices and the Internet. A huge network. Its purpose is to allow all items to be connected to the network for easy identification and management. The Internet of Things (IoT) industry chain can be subdivided into four sections: identification, perception, processing, and information transfer. The key technologies in each step are the wireless transmission networks of RFID, sensors, smart chips, and telecom operators.

"Internet of Things Concepts" formed in the A-share market in mid-September 2009. At that time, with the promotion of IBM's "Smart Earth" and the promotion of a series of projects such as "Perception of China" in China, the term "Internet of Things" was rapidly accepted by people. On the A-share market, the New World (000997) and Yuanwang Valley (002161), Xiamen Xinda (000701), Eastcompeace (002017) and other stocks related to the Internet of Things have experienced continuous trend of daily limit, which has aroused strong market attention, and formed a “Internet of Things concept stock” with considerable market appeal.

At that time, most market participants believed that the “Internet of Things Concepts Unit” would be just a flash in the pan. Some analysts even asserted that “the concept of buying the Internet of Things will not be solved in ten years”. However, the facts did not develop as expected. In the following two years, for most of the leading Internet of Things products, even if the highest price at that time can be untied, even a 50% increase over the previous high point. This market phenomenon indicates that over the past few years, the rapid development of the Internet of Things in China has surpassed the previous market expectations, and the “Internet of Things” hype has gradually gone from concept to implementation.

Industry compound annual growth rate exceeds 20%

Some research institutions believe that China has achieved global synchronization and even surpassed the Internet of Things-related technologies and markets. According to the latest issue of Outlook News Weekly, the academician of the China Internet of Things industry, Prof. He Hexi, stated that the concept of the Internet of Things has been From the initial tokenization to the extension of intelligence, the Internet of Things in the world can only be said to be in its infancy. Only by upgrading to data mining and intelligent analysis can the value of the Internet of Things be reflected. From an international perspective, the Internet of Things is also in its infancy. The EU has published a roadmap for the development of the Internet of Things and will continue to extend beyond 2020. For China, the Internet of Things is certainly more in its infancy.

The Ministry of Industry and Information Technology released the “Twelfth Five-Year Plan for Internet of Things Development” in February. The plan proposes that by 2015, China’s core technologies for research and development and industrialization of the Internet of Things, research and formulation of key standards, and establishment and improvement of industrial chains Significant achievements have been made in the areas of major application demonstrations and promotion, and a pattern of innovation-driven, application traction, coordinated development, and safe and controllable development of the Internet of Things has taken shape.

Jinyuan Securities believes that as the country's vigorously supported industry, the IOT industry will maintain a compound annual growth rate of 20% in the future. At present, the market size of the RFID industry in the domestic Internet of Things industry chain exceeds 10 billion yuan, of which low-frequency and high-frequency RFID are relatively mature, with a focus on Yuanwanggu and Tongfang’s shares, focusing on Sino-Sri’tech and the New World.

Dongxing Securities believes that the upsurge of industrial investment will occur in 2012. In particular, RFID and sensors are the peripheral neurons of the entire object-linked network, that is, the part that perceives electric shock, so the potential demand is the largest, and the highest priority is the lowest entry threshold. In the field, the government’s initial policy support and capital input efforts will inevitably expand from this point. Therefore, short-term RFID and sensor manufacturing companies have higher investment value, and the companies in the upstream Internet of Things chain deserve attention, such as the New World (000997 ), Yuanwang Valley (002161), Wei Shi Tong (002268) and so on. In the medium to long term, system integrators, solution providers, and Internet of Things operators have the greatest potential, and the latter will be the longest benefit of the Internet of Things, such as Haihong Holdings (000503) and Yanhua Intelligent (002178).

Huatai Securities believes that in the computer hardware and software industry, companies that have already established a leading position in these fields will enjoy rapid growth opportunities in the next three years of large-scale investment. They are the Yinjiang shares and games that focus on intelligent transportation. For Smart, the core component provider of smart grid - Neusoft Carrier, leader in smart medical - Neusoft Group and Weining Software, supplier of traceability products for smart agriculture - Yuanwang Valley, smart security equipment provider - Hikvision and UOB shares, the pioneer of smart home - Anju Bao, the leader of the subdivision industry in the urban management - digital political communications, experts in the field of intelligent environmental protection - Tongfang shares.