The Internet of things blows rally calls

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• Date: 2018-09-05
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The Internet of things has never been smooth.Recently, liu yuting, director general of the enterprise department of the ministry of finance, wrote an article to encourage all kinds of social capital to cluster in the Internet of things.In addition, the "12th five-year" development plan of the Internet of things "and other policies are emerging. Yesterday, the overall trend of the Internet of things sector was stronger than the market.On this, see industry insider advice investment layout.

 

background

Encourage capital to cluster in the Internet of things

In the article by liu yuting, director of the enterprise department of the ministry of finance, the Internet of things is like a budding flower bud. Although it is full of vigor and is about to bear fruit, it is still delicate and fragile, and it needs all kinds of care.

In view of the fact that China's Internet of things is still at the initial stage of development, the industrial foundation and core technologies are very weak, the standard system has not been established, and the market mechanism has not been fully established, so it is urgent to give full play to the function of finance.The arrangement of fiscal funds should fully reflect the country's strategic intention and policy orientation. At the same time, iot enterprises should be supported to take advantage of the capital market and encourage various kinds of social capital, such as industrial investment funds, venture capital funds and private equity funds, to gather to the Internet of things.

Xue shengwen, a senior research fellow at the China investment fund, said the two important information contained in the paper will play a key role in the development of the Internet of things industry.On the one hand, the key to the development of emerging industries lies in policy orientation. If the industry development standards can be formulated, the iot related industries will achieve long-term development.On the other hand, finance plays a significant role in supporting the industrial chain. If the government can provide financial subsidies for the development of the iot industrial chain, then the market will further expand the development potential of iot and the whole industry will face comprehensive development opportunities.Judging from the average market value of current iot concept stocks, the secondary market valuation is generally higher due to the high level of government support for iot.This positive will likely bring substantial positive, some listed companies will be likely to achieve substantial growth, the secondary market investment rate will rise.

Affected by the peripheral market, yesterday's A share market overall sluggish, but the concept of the Internet of things under the stimulus of positive policies, the overall trend is better than the market.Happily, the only non-st stock in the a-share market, dahua smart, is from the concept board of the Internet of things.In addition, xiamen xinda also led A shares throughout the day, including changyuan group, new continent and other stocks rose among the top.

 

strategy

Two ideas choose stock layout

In short, the long-term goal of the Internet of things is to connect everything to the Internet and form a super-smart network.It involves industrial chain and application field, which extends to all corners of society.Generally speaking, there are two kinds of uniform strategy research in the industry: industrial chain and application domain.

 

The industrial chain

RFID, sensor, system integration, operators

Fu yongchong, an investment consultant at datong securities, points out that from the network level, the Internet of things is mainly divided into the perception layer, the network layer and the application layer.From an investment perspective, the first to benefit are RFID(electronic tags) and sensor manufacturers, then system integrators, and finally iot operators.

In the medium to long term, Mr Fu is relatively optimistic about RFID.In terms of quantity, because RFID is the antenna of the whole network, the potential demand is the largest.The mobile payment service based on RFID is one of the important businesses in the mass application of the Internet of things. The huge mobile user scale and credit card market scale in China provide a good market prospect for the development of mobile payment business, which is dominated by new world, dongxin peace and yuanwanggu.

Cheng bing, an analyst in the components industry of guojin securities, believes that sensors are the foundation of the development of the Internet of things and are at the upstream of the industrial chain.At the same time, sensor is also the tower of the Internet of things pyramid, which will be the largest and most basic link in the whole chain.At present, sensors have become a bottleneck in the development of the Internet of things in China. They are heavily dependent on imports and the demand for localization is urgent. Therefore, the domestic leaders of the sensor industry are more supported by the government.Cheng bing recommended hanwei electronics and neusoft carrier.

Ms fu added that for wireless sensor networks, there will be big applications in public safety, electricity safety, ping an home and healthcare in the future.At present domestic wireless sensor network industry foundation is relatively weak.With the support of national policies and the rapid development of the industry, this industry will also enter the high-speed development track, especially some related chip design, packaging and other manufacturers will benefit from it, such as gaude infrared, shunluo electronics, changdian technology and so on.

In addition, for system integrators and network operators, FuYong her thinks, because out of the middle and lower reaches of the industry, under the control of the development of the upstream chip and sensors, relative to the benefit of time may be some relative lag, but on the whole, after the whole Internet industry development to a certain degree, the two types of enterprises, especially the system integrators, such as zte, there will be a lot of development opportunities.

 

Application point of view

Security, intelligent transportation, medical informatization

The iot, which has already been included in the 12th five-year plan, will receive funding and project support from local governments in the future, said hou li, a researcher in the information technology industry at essence securities.The active promotion of local government makes smart city the foothold of Internet of things construction.Among them, the promotion of safe city, the construction of urban intelligent transportation system and the promotion of regional medical informatization by the new medical reform make security, transportation and medical treatment expected to take the lead in the development of the Internet of things and become the field with large market capacity and the most clear growth.The number of projects in the three fields is growing rapidly, and the leading enterprises in each field will benefit greatly.

In terms of security monitoring, houli believes that with the construction of urban rail, expressway, urban intelligent transportation and other infrastructure construction entering the peak period, as well as the promotion of the construction of safe cities to the central and western regions and second and third-tier cities, the high industry boom will continue.Hikvision and uob have established brand advantages and are both shifting to the role of industry solution providers, and are expected to continue to win big projects of city-level security solutions.

Intelligent transportation aspect, nanjing securities researcher pointed out that the Internet of things industry an important part of intelligent traffic system is the intelligent information construction road, its typical application is the urban traffic induction on the one hand, the other is a "network", namely, through the radio frequency identification, infrared sensors, global positioning system, laser scanner information sensing devices, such as the car linked to public sites, exchange of information, realize the intelligent identification, location, tracking and monitoring and management.In general, intelligent transportation system and Internet of vehicles are important ways to realize the Internet of things in the transportation field, and are the key investment area of "the 12th five-year plan". With huge development space and long-term investment value, it is suggested to focus on yinjiang stock, qiming information and baoxin software.

In terms of medical informatization, houli believes that after the new medical reform plan is introduced, local governments have also formulated input budgets for the new medical reform, and it is expected that a large proportion of this will be used for the construction of regional medical informatization.Medical image information system, ultrasound information system and physical examination information system will continue to develop rapidly, and in the future, there will be an explosive demand growth in electronic medical records, transportation medical treatment, community medical treatment and broader health management.In this field, I am optimistic about uyou software, neusoft group, donghua software and yinjiang stock. Several companies have numerous implementation cases and cross-regional successful operation cases in the field of medical informatization, and have strong software development ability and project management experience.