Internet of Things "Twelve-Five" plan released, 500 billion Yuan gold mine

According to the Ministry of Industry 14th News, "Internet of Things" Twelve-Five "Development Planning" officially released. According to "Planning" requirements, by 2015 China's Internet of things will be the initial completion of the industrial system construction. In this respect, Yuan Securities analyst Chan Wenli said that in the next 5 years the industry's composite annual growth rate of 20% calculation, 2015, China's Internet of things market scale is expected to surpass 500 billion yuan.

Expected to open 500 billion markets

In the "planning", the current development of China's Internet of things and the world at the beginning of the initial stage, with a certain degree of technology, industry and application base, according to incomplete statistics, as of 2010, the market scale of China's Internet of things is close to 200 billion yuan.

According to the plan, by 2015 China's Internet of things will be the initial completion of the industrial system construction, vigorously conquer the core technology, including UHF and microwave RFID tags, intelligent sensors, embedded software, location-aware technology, two-dimensional code decoding chip and other perceptual technology; a novel approach to wireless communication technology for IoT , it is suitable for the mass information storage and processing of the Internet of things, as well as the processing technology of data mining and intelligent analysis of image and video; The four kinds of technologies of the core chip and sensor of IoT and the information security of Internet of things will receive the key support during the "Twelve-Five" period.

Yuan Securities analyst Chan Wenli said that although the "planning" did not define the size of the 2015 industrial development, but according to previous media coverage of the 2015-year industrial scale reached 5000亿来, 2011-2015-year compound growth rate will be around 20%. Citic Securities (600030, shares bar) analyst Zhang Yinhei that, in the policy push, the next 5 years, the Internet industry composite annual growth rate will be expected to exceed 30%.

Bullish 9 major areas of leading stocks

It is noteworthy that the planning also proposed 9 major areas of application demonstration projects, namely: Intelligent industry, intelligent agriculture, intelligent logistics, intelligent transportation, smart grid, intelligent environmental protection, intelligent security, intelligent medical, intelligent home.

Huatai Securities (601688, shares bar).

Reporter Liu Yang