IoT Twelve-Five planning set off investment heat

"Suddenly like the policy Dongfeng, the trillion market will open", some people say that the "Twelve-Five" project is the current weak city under the long-awaited dose of a dose, then yesterday's planning can bring investors what market opportunities? With doubt, the reporter contacted a number of market analysts yesterday.

The country will cultivate hundreds of backbone enterprises

Policy

February 14, 2012, China Ministry of Industry and Information technology released the "Twelve-Five" Internet development Planning, "Twelve-Five" period, our country focused on the cultivation of 10 integrated industrial cluster of things, to eliminate blind investment and duplication of construction.

According to the plan, during the "Twelve-Five" period, China is committed to making breakthroughs in its core technologies, and intends to achieve more than 500 important research results in the areas of perception, transmission, processing and application, and to study and formulate more than 200 national and industry standards.

In view of the current situation of the Internet as a key pillar industry, the plan emphasizes that 10 industrial clusters will be cultivated and developed in the whole country, more than 100 backbone enterprises, the initial completion of the network of things in the area of distribution, to prevent homogeneous competition, to eliminate blind investment and duplication of construction.

The plan also pointed out that the public and foreign investment in the field of Internet access, to support the central enterprises in safe production, transportation, agroforestry and other areas of the use of Internet applications demonstration.

Reporter learned that the "Twelve-Five" period is China's Internet of things from the beginning of development into the stage of scale development. Ministry of Industry has previously predicted that the 2015 China's internet of things market will be more than 500 billion yuan, 2020 will reach the trillion yuan level, the next 5 years, the composite annual growth rate of more than 30%.

Influence

Investment boom in the internet industry

Shire, a senior researcher at CIC, said that China's internet of Things is still at an early stage of development, the core technology has not yet matured, cost, standardization and the lack of core technology is the bottleneck of the current development of the Internet of things. The plan proposes that the countries concerned will promote the relevant industries. This indicates that our government will make the internet of things one of the key points in the development of new industries, which will accelerate the construction of the regional Sensing Network Innovation Demonstration zone, promote the development of the Internet in the whole country, and accelerate the production cluster.

"The Internet of Things is in the development stage of the industry, at the same time the trend of intelligence is becoming more and more prominent, making the relevant plate industry prospects are often favored by the industry," Twelve-Five "planning will be the industry to play a direct role in the market expectations better, or triggered the industry investment boom. "Shire said.

Plate surface

The Internet of Things has been launched in advance

Viewed from the plate, perhaps by the internet of Things "Twelve-Five" preheating effect, the day before yesterday afternoon began, the Internet plate began to itch, the entire TMT plate, the day of the Internet plate rose 2.75%, shares, shares (600100, shares bar) rose 7.5%, ultrasonic electronics ( 000823, the stock bar) directly sealed up the rise stop. Yesterday, however, the overall performance of the stock market was weak, the corresponding plate did not appear too big reaction, the stock performance relatively moderate.

Datong Securities (blog, Micro Bo) investment consultant Shing Analysis pointed out that this is mainly from two reasons, one is "Twelve-Five" planning in the previous long time already existed, and in the market after a certain heat of speculation, so the corresponding policy after the formal introduction of the market reaction insipid Second, the corresponding stocks of the Internet of things are relatively high valuations, although bullish on its future development, but the current performance has not been honoured, so this high valuation also suppresses its rising space.

Shing also said that from the internet of Things "Twelve-Five" planning some of the content, the Internet in the future will be facing a long time the rapid development of the situation. With the support of national policies and the development of industry, the enterprises will also face better development opportunities.

Policy

Recommended stock selection focus on "smart"

Shire that, after the "Twelve-Five" plan released, investors can focus on intelligent agriculture, intelligent logistics and other fields. The reason is that, on the one hand, China's central document clearly points out the development direction of agricultural science and technology, which will vigorously promote the development of intelligent agriculture, on the other hand, the rapid rise of the electric business industry will enhance its demand for logistics links. Therefore, intelligent logistics will also become a key distribution area. However, it should be noted that as the industry is still in its infancy, this shows that the market risk will be greater, in the investment process should be based on prudence.

Newspaper reporter New Yinghui

Comic

Ningmong really