Decoding Internet cloud computing mobile payment 3G four industry wind

Air Cavalry: Internet of Things, cloud computing, mobile payment, 3G four industry Thunder Market 杻 Important task can be

I do not know you found no, now and then occasionally see the subway ads in the product side of the two-dimensional code, as long as the use of mobile phone software scanning ads in the commodity two-dimensional code, you can instantly shopping.

This is a new way of shopping through two-dimensional code technology, a vivid example of mobile payment and Internet of things. In this issue we will focus on the information technology industry for discussion.

Information Technology sub-industry classification

Information technology actually contains a very wide range.

The information technology we are discussing today mainly includes information equipment providers and information service providers for information services.

In order to match the classification of the market theme, we mainly discuss the "information technology" as the four sub sectors of the major industries: Internet of Things, cloud computing, mobile payment and 3G.

Although it is not a strict industry classification, there are overlapping and similarities between the concepts, but it does not affect the interpretation of these plates from different perspectives.

From the similarities and differences of sub-plate, cloud computing, mobile payment and 3G, their development is independent of each other, interconnected and complementary, and in the process of integration, mobile Internet will act as the driving role of "engine". Cloud computing is the ultimate resource-pooling approach. Mobile payment is the application level, 3G is the technical support.

From the 2307 rebound market, the current market is divided and in-depth. The adjustment and orientation of various policies have become the focus of the market.

The policy warm wind blows, the meeting opens unceasingly

From the cultural media plate began, this rebound has always been around the policy direction to go. The short-term hype of the cultural media plate has basically ended and the information technology plate is rising. Although there have been individual performances in the last two weeks, the opportunity remains to be further explored.

October 2011 26-27th, the three-network fusion innovation and Development conference at the Shanghai World Expo Exhibition Hall, as the only "three network integration" professional exhibition, the exhibition shows the cloud, including the network audio-visual and digital home, new display, 3D technology and other emerging hot technologies.

In this earlier week, October 20, 2011-22nd, the Ministry of Industry, the NDRC, the Ministry of Science and Technology, the Chinese Academy of Sciences, Xinhua news agency, Jiangsu Province, the six ministries in Wuxi jointly held 2011 China International Internet of Things (sensor network) exposition. is currently the largest and highest level of condensed matter networking industry in various types of resource elements of the national display platform. Including aerospace information (600271.SH), Datang Telecom (600198.SH), ZTE (000063.SZ), Wang Valley (002161.SZ) and other listed companies have participated in the exhibition.

November 8, 2011, held in Shenzhen, "20,113 Network Fusion End-to-end Solution Seminar", also demonstrated in the conference high-definition Internet audio-visual, video surveillance, multi-screen integration, mobile internet services, mobile phone payment and other innovative applications. The three-network integration and the Internet of Things, mobile web is also the concept of cross.

The most high-profile and highest-ranking meeting of the recent past is the 2011 China Conference on innovation in payments. Held in Shanghai November 10 and 11th. The main topics include the payment system innovation, trade finance and cash Management, card business optimization, Third-party payment service innovation, mobile payment innovation and integration development.

In the same period, the first China Smart Grid Industry Development Summit Forum was held November 10 by the National Energy Smart Grid (Shanghai) Research and Development Center. The meeting will focus on smart grid industry development policy, Smart grid construction key projects, Smart grid technology standardization, green energy generation opportunities and grid-connected bottlenecks, new energy vehicle market space and electric vehicle charging station development layout and supporting power grid technology and other fields discussed.

And on November 16, 2011, "China Software Conference 2011 Forum" will be held in Beijing, sponsored by China Institute of Electronic Information Industry development, is currently the highest specification of the annual software industry event in China.

December 17, 2011, 2011 China Software Engineering Congress (CCSE2011) will be held in Changsha. The conference is hosted by China Software Engineering Congress expert Board of Directors, Chissay Advisory Group (CSAI), long Shahis Information Technology Co., Ltd., the theme of the conference for Process improvement and project management.

The same day will be held in China Software Technology conference will be held in Beijing, including cloud computing and other related issues.

According to the November 10 media reports, the three ministries for 5 cloud computing pilot cities, carefully selected 12 key projects, supporting funds of up to 1.5 billion yuan. The specific goal is after 3 years of efforts to cultivate 10 annual income of over 5 billion yuan leading enterprises, cloud computing industry to reach 200 billion yuan. Plan to cultivate 10 or so in the national scope of tens of millions of users, annual income of more than 5 billion yuan cloud leading enterprises, so that the cloud computing industry chain output value of 200 billion yuan.

Industry Debate Market Center

The dynamic aspects of listed companies, such as the autonomous cloud computing products such as Huasheng (600410.SH), "Small and medium enterprises supply chain financial cloud service platform" and the "Huayun cloud computing products and technology and application Demonstration Service center construction project" declared by Huadong computer (600850.SH) have been approved.

And the mobile payment field with the opening of the Conference of payment innovation, the deepening of the game, the beneficiary side more clear.

And the summary of the various meetings, policy guidance is not only to explain the market short-term hot spots, but also to find out the central point of this theory. Cultural media sector in the Central Economic Work conference, the tone, is currently the highest level of the meeting. But the information technology industry's various waves are everywhere the spark, the industry development process in the obvious acceleration.

As one of the backbone of this market, IT industry undertakes not only one of the themes of market rotation. Huatai Securities Guo that cloud computing as a rebound pioneer, the prospect is considerable. and aerospace Securities Wei Zhi said that the market is still insufficient funds, so the theme of the rotation of the form of the rise. Money will not stay more in the information technology industry. The key is to see the quality of oversold stocks. Zhongyuan Securities, although it said that the Internet industry, but still only gave the "synchronized big city" rating.

Although the views are different, there are similarities. Whether information technology is the small role of Hot wheels, or the major theme of the market center. "From oversold, merit and policy to three-dimensional examination, is the safest." "The Great Wall Securities analyst said.

Internet of Things Cavalry: China and Switzerland to create the electronic expansion of the transformation of the urgent, the guardian of information security in the first

The concept of Internet of things has been hyped for a long time. Recently, with the "Twelve-Five" programming of the Internet of things basically completed, the relevant subdivision industry and the beneficiary listed companies were again focused.

According to industry insiders expect that by 2015, the internet of things will break the scale of 500 billion yuan, an average annual growth rate of about 11%. From the current point of view, two-dimensional code recognition, RFID chip, sensors and other segments of the industry will enjoy the rising period of income. For example, RFID, the average growth rate of more than 40% in the last three years, is expected to achieve 16 billion this year.

In these areas, Newland, Wang Gu, Xiamen xinda, shares, High-hung shares, East letter and equality leading stock is the concept of the Internet of things. However, from the current development, some of the early concept of stocks, began to sink, such as the New World. The new world has been flat since last year, with few breakthroughs or advances.

And some other enterprises move frequently, in the industry as a whole upward, led by the emerging. For example, Sino-Swiss, Guardian and Han-Wei electronics. These businesses deserve a major focus.

(Responsible editor: Duqing first)