Internet Of Things: Focus On Three Key Investment Time Period
January 14, opening with the Shanghai and Shenzhen markets go
, the Shanghai Composite Index opened 3183.38 points to close at 3215.55 points, up 42.89 points, or up to 1.35%. Shenzhen into that opening 13,037.8 points, to close at 13,204.19, up 187.63 points, or 1.44 points. According to "Securities Daily" market research data centers, Internet of things yesterday, rose among the 8, or up to 3.29%, as broader market rises boost plate.
News: Internet of things in the present Communicate Network and Internet-based development of extension and communication industry chain is also network and Internet industrial chain similar to an increase of some participants. For example, an increase in upstream RFID And wireless sensor suppliers, downstream network operators to increase the material. RFID and sensor which is affixed to the item identity and the empowerment of intelligent perception, physical network operators is the massive data processing and information management services.
Domestic Internet of Things chain sophistication gap with the United States, but the downstream communications operator (three operators) and the middle reaches of the system equipment manufacturers (ZTE, Huawei) have a world class level, the relative lack of other sectors , but the break is great. Reminded that the vision of Internet of things is "all network", multi-location information related to map the country the importance of information security level is bound to a higher ratio of Internet and telecommunications networks, will be more opportunities for domestic manufacturers. Judging from the growth in space, as communications equipment operators and systems existing base of business, Internet of things to bring the incremental effect is not obvious, which, RFID / sensor because of the national research support, and low entry threshold, the most could quickly catch up with international standards; systems integration company for close to the local market, more room for growth.
Investment strategy: the League of Nations in three securities investment in time, given the investment strategy are: short-term (1-2 year): concern two-dimensional code, RFID manufacturers and SIM card company. Because the domestic two-dimensional code technology has reached the international level, RFID technology may be the fastest breakthrough, from the demand point of view label is also the largest in the Internet of things to import stage, two-dimensional code, RFID vendors can enjoy good growth. On the SIM card business, as RFID-SIM card large potential demand, and mobile payment operators will promote more intense.
The medium term (2-5 years): Focus on system integration business. Import of in the Internet of Things, applications and more applications in vertical industries, the requirements of system integration is not particularly high, RFID vendors can take care of, growth stage in the Internet of things, as it involves technology and the interface began to increase, demand for professional systems integration companies will suddenly increase.
Long-term (5 years): Focus on Internet of things operating companies. Internet of Things will be a carrier of the process from scratch, in the initial stage and the early growth stage, due to lower demand of more distributed, Internet of things operate the competitiveness of enterprises is difficult to identify, invest in riskier, but in 5 years time, the sub-industry enterprises with strong competitiveness can be seen also, the investment risk reduction.
In 2010, the League of Nations Securities recommended investors concerned about the two-dimensional code, RFID and SIM card suppliers, distribution systems integrators, in particular the attention from equipment manufacturers to system integrators gradually extended enterprise. The subject of major concern are the New World (000 997), Eastcom Peace (002 017), Chinese laborers and Technology (000988), Long Electronics (600 584), Invengo (002 161) and shares the same party (600 100).
2009 special printing industry, China's top ten selection screen voting hot in ... ...
More exciting, please see>>
Internet Of Things: Focus On Three Key Investment Time Period
By: viedy
Free Opportunities: Make Money On The Internet Without Paying Proper Network Cabling for Your Office What to Look for in a Good Internet Faxing Company Potpie Girl - Bum Marketing - Travis Sago & The Secrets Of Making Free Money On The Internet Netgear Power Renaissance School Campus Network Construction Ip Telecom Network Architecture Discussion Internet Marketing Campaign: An Appealing Way To Reach Browsers Across The Globe Best Way Of Shopping - Internet Shopping How to Generate Internet Residual Income From Scratch Sim Free Phones- No Network Obligations Dish Network Hd Expansion Dish Network Vs Directv A Comparison What Everyone Should Know ... About Internet Pornography