Internet of Things, cloud computing, integration of the three nets to welcome the positive

The outbreak phase is approaching, the trillion-level market opens

The concept of Internet of things, cloud computing and three-net fusion is surging, and the policy is favorable. Yesterday, the National Development and Reform Commission principles agreed to Beijing and other 21 cities listed as the national E-commerce demonstration City. The National Development and Reform Commission, the Ministry of Commerce and other eight ministries will jointly set up the National electronic Commerce demonstration City establishment work expert Advisory Committee, provides the guidance. Over the same period, also approved Beijing, Shenzhen and other 5 cities as a cloud computing innovation service pilot cities.

According to the Ministry of Commerce forecast, the next five years of E-commerce turnover will maintain an annual growth rate of more than 20%, 2015 will reach 12 trillion yuan. Industry analysis, short-term things networking, cloud computing and triple-net convergence, such as short-term news stimulus may continue to be a spike, but do not recommend chasing up. Long-term view of the relevant industry development prospects, far beyond the internet economy.

Strong policy push

Yesterday, the NDRC website showed that the NDRC, Ministry of Commerce, and other eight ministries decided to Beijing, Tianjin, Shanghai and other 21 cities as the national E-commerce Model City, the principle agreed to 21 cities submitted to the national model of E-commerce demonstration City work programme.

Announcement requirements, each model city should establish the national e-commerce demonstration city as a new initiative to promote the development of the strategic emerging industries, deepen the pilot work such as "triple Net integration" and "two integration", promote the application of the third generation of mobile communication network, IoT, cloud computing, mobile internet and next generation information technology Improve the environment of e-commerce Development, expand e-commerce Services, forming a new economic growth point. Over the same period, but also in the promotion of a new generation of information technology industry development, approved Beijing, Shenzhen and other 5 cities as a cloud computing innovation service pilot City.

According to the Ministry of Commerce, the net purchase consumption increased 22 times times in the past 5 years, the average annual growth of 28%, 2010 reached about more than 450 billion yuan, the next five years E-commerce turnover will maintain an annual growth rate of more than 20%, 2015 will reach 12 trillion yuan. The number of Internet consumers in China will soar to 329 million in 2015, surpassing the US as the world's largest e-commerce market, according to a new report released by Boston Consulting, a leading global consulting firm.

Stimulated by positive news, the concept of E-commerce unit continues to strengthen the trend. Industry insiders pointed out that the short-term Internet, cloud computing and triple-net convergence, such as short-term news stimulus may continue to be a spike, but do not recommend chasing up.

Internet of things will be 30 times times the net value

Just at the end of Shenzhen's 13th session of the High fair, the Internet of things, such as cloud computing become the core theme. The reporter learned that all the first-tier cities are investing heavily in building the "smart city" of networking.

Zhang Jianning, Secretary-General of Zhongguancun Internet Industry Alliance, told reporters: "Beijing this year to invest 1 billion, first in the Internet of things in the urban emergency safety aspects of the establishment of demonstration projects." In the future, the plan will gradually expand to other areas to build wisdom in Beijing. "He thinks that the real explosion of the internet of Things is after real entry into the family. The industry generally expects that the net value of things will be 30 times times the Internet.

Shanghai Securities pointed out that the policy will further promote the "Internet of things" development. In September this year, the "Shanghai City to promote intelligent urban construction 2011-2013 Action Plan" pointed out that, by 2013, Shanghai Intelligent City construction will make comprehensive progress, the next generation of information technology industry for Intelligent City development Strong support, the total size of the information industry will reach 1.28 trillion yuan, The value added of information service industry accounted for 6.2%, Shanghai software industry to achieve operating income of more than 210 billion yuan, integrated circuit industry total scale to reach 85 billion yuan. At the same time, Shanghai will also create a national E-commerce demonstration city, and strive to 2013 E-commerce turnover than the "Eleven-Five" to double the end of the term.

Zhongyuan Securities pointed out that the country's strong support, the future of the Internet of things, is expected to 2015, the total output of the domestic Internet industry will reach 750 billion yuan, the average composite growth rate of more than 30%.

Among them, intelligent transportation, video security, Smart Grid is the more mature application field of IoT, the current industry is relatively dispersed, the competition is more adequate. However, there is a lack of uniform standards and mature business models in emerging applications. Downstream investment can focus on commodity traceability, mobile payment, two-dimensional code recognition and other new applications, a-share related companies have Yuan Yuan, new Cape, Newland and so on. Upstream investment can be concerned about a shares in the relevant companies Tatsu China intelligence, Sino-Swiss think, Hai Kang Granville View, National technology, the national proton electronics.

and the National Union Securities to 2012 the development of the Internet industry is more pragmatic, that the internet of things into a sober thinking period, more development is to the perceptual layer and application layer expansion, real large-scale growth will take some time. And the rail transit will occupy the dominant position of investment, China's crowded car society will reverse the great development of rail transit, rail traffic is more focused on harmonious development, still maintain a larger scale of investment, it is expected that "Twelve-Five" during the annual average market size of rail transit will be close to tens of billions of dollars.

(Responsible editor: The good of the Legacy)