The development of the network can be divided into three stages, the era of the telephone network, the era of the Internet, and the era of the Internet of Things that is about to enter.
The so-called Internet of Things technology is the fusion of technologies in the three major fields of electronics, communications and computers to realize the connection of things and objects on the basis of the Internet. The Internet of Things is the foundation of the Internet of Everything, and is also the basis for future application scenarios such as smart factories, smart cities, smart communities, and smart homes.
Zhang Zhaozhong, a famous Chinese military theorist and doctoral tutor of military strategy, once predicted in 2018: "The Internet has entered the second half and iterated out a new Internet of Things, which is the core of the fourth industrial revolution."
At the same time, teacher Zhang Zhaozhong said in his speech "The Fourth Industrial Revolution Is Coming" on February 19, 2020: "After this epidemic, some industries will quickly rise in popularity and upgrade, and the Internet of Things and intelligent logistics are such. All objects must have their own identity authentication, and then connect to the Internet of Things through 5G. In the Internet era, human-machine interconnection solves the social problem, and the service industry has developed greatly. The Internet of Things solves the problem of physical interconnection between items. 5G helps Flying Internet of Things will fundamentally change our perception, improve our lives, and change the entire world. "
Today, let ’s take a look at the major investment opportunities that investors in the A-share market will usher in as the Internet of Things enters a boom period in 2020.
1. The prosperous period of the Internet of Things has come, seize the big industrial opportunities in 2020
The Internet of Things is a "slow-heat" industry, similar to the development path of the Internet. After years of cultivation, the Internet of Things will surely achieve explosive growth at some point in the next few years.
In 1997, it was called "the first year of the Chinese Internet". After 20 years of industry ups and downs, a batch of Internet companies gradually gained a foothold and won the market. Among the top 100 global companies by market value, Internet companies such as Tencent and Alibaba have successively made the list in the past two years. Internet-based scan code payment, bike sharing, and online shopping are the third of China's "four new inventions."
Since the slogan "Perceive China" was put forward in 2009, the development of China's Internet of Things industry has experienced ups and downs for 10 years, from the initial plant-based planting network based on the digital management of agricultural greenhouses strongly supported by the country to the breeding Internet of Things and environmental monitoring objects. Networking, and then to the car network and smart city in full swing.
From the perspective of the technology maturity curve, the Internet of Things industry has gradually moved from a trough to a recovery period. With the substantial decline in the cost of IoT equipment, coupled with the support of AI and big data and other assistive technologies, the Internet of Things can truly reduce downstream customers. This synergistic effect. In the future, the Internet of Things is expected to replicate the glory of the Internet era and produce a new generation of leading companies in the Internet of Things.
2. Grasp the four main lines of investment and lay out the “10 dark horses” of the Internet of Things
Investing in the super outlet of the Internet of Things, you need to focus on 4 main lines, and lay out the "10 dark horses" of the A-share Internet of Things.
Main line 1: Module industry
The Internet of Things module is the industry chain link with the highest certainty and the earliest landing in the Internet of Things industry. The number of IoT connections is the vane of the prosperity of the IoT module industry.
From the perspective of the industry chain, wireless communication modules are located in the middle and upstream of the Internet of Things industry. By integrating chips and other electronic components, the modules have network communication functions and are then delivered to downstream end customers.
At present, the downstream applications of the Internet of Things are still in the "water test" stage, and the application of small particles is still dominant, and there are large uncertainties. Therefore, at the inflection point where the Internet of Things is gradually moving from concept to landing, the performance of module companies takes the lead in fulfilling.
Main line 2: Sensor
Sensors are the underlying components that sense various information data of items, their status, and environment, and are the foundation and key to the collection of IoT receipts.
At present, the main suppliers of sensors are still overseas giants. As shown below, the top ten sensor companies are all overseas companies, which control the high-end sensor market, and domestic companies are constantly breaking through from individual sensor fields and entering the forefront of subdivided fields. In general, the domestic replacement space is huge.
Mainline 3: PaaS platform
The PaaS platform of the Internet of Things is at the core of the industrial chain. It is built on top of the underlying cloud computing resources and jointly provides open cloud services, allowing various applications to be developed, deployed, and operated on it.
Since various applications are deployed on the IoT cloud platform, it means that user-side data is also deposited on the platform. Therefore, it is the basis for IoT applications and value-added service provision. It has huge potential value and is an indisputable place for various industrial giants.
Mainline 4: Application terminal
In terms of specific IoT single product applications, the key application scenarios of the IoT mainly include wireless payment, consumer electronics, Internet of Vehicles, security monitoring, wireless gateways, and smart meters.