The application of Internet of things will start the trillion market

After 10 years of development, the technology of IoT is mature, and the cost is falling rapidly (such as http://www.aliyun.com/zixun/aggregation/16929.html "> The cost of RFID has fallen from about 1 dollars to about 8 cents 3 years ago, making the basis for the application of scale basically complete. Cisco IBSG predicts that 50 billion objects will be connected via the Internet, and that the rapid processing, intelligent excavation and application of the large data generated by them will shape "intelligent earth". According to the Ministry of Industry forecasts, 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 is expected to CAGR more than 30%.

Industrial chain "Middle strong, two weak", perceptual layer and industry application potential. The communication equipment and operators in the link of the domestic IoT industry chain are strong, while the upstream sensing layer and the downstream middleware, the large data processing and mining software Technical Service, the industry application is relatively weak, the corresponding potential is larger.

Core technology innovation and key industry applications are the key to policy support. The Internet of Things is the focus of the Twelve-Five planning of information technology industry, in which the upstream perceptual layer and downstream industry application will be the key support direction. The focus of the perceptual layer lies in the core technology innovation, which promotes the domestic rate of the key technologies, including RFID, navigation and positioning, two-dimensional code, large data storage and mining, and the downstream will focus on supporting the eight major areas of Internet applications. It is expected that the country will also be able to support industrial development through a number of measures such as fiscal concessions.

"N-Net integration" evolved to form a unified intelligent Object network.

Investment advice: As the Twelve-Five information technology focus support direction, is expected to maintain rapid growth in the next 5 years, we are optimistic about the upstream with the core technology sensor manufacturing enterprises and downstream key industry applications leading companies. Comprehensive benefit elasticity, valuation and growth, we focus on recommending Neusoft, think and aerospace information, the proposal to pay attention to the "buy" rating of the Guardian, Granville create shares and soft control shares, the benefits of greater flexibility of the yuan Wang Valley, the New World and the Sino-Swiss think creation.

(Responsible editor: Lu Guang)