Technology giants have set off a wave of IoT capital markets

The third World Internet Conference was held last month. The scientific and technological visions in the fields of Internet of Things and artificial intelligence led the relevant technology topics to re-enter the market. The concept stocks related to the conference also once again highlight investment opportunities. In the secondary market, IoT concept stocks have recently strengthened. Many related listed companies have become important research objects in the fourth quarter of the organization.

Technology giants have laid out

Previously, China Unicom and Huawei held a signing ceremony for 5G and IoT strategic cooperation in Beijing, announcing the strategic consensus of the two companies in the two major innovation areas of 5G and Internet of Things. The two sides will give full play to their business innovation advantages in their respective fields, and carry out research, demonstration and application cooperation on the next generation network technology of 5G and Internet of Things for China Unicom to jointly cultivate the ecological environment and promote industrial development.

At the recent World Internet Conference, the greatness of the technology circle gathered in Wuzhen, and innovation around the Internet has once again become a hot topic.

Cisco, Nokia, LinkedIn, Microsoft, Facebook, Alibaba, Baidu, Sina, Sohu, Jingdong, Inspur Group and other companies all participated in the conference, and said that the future will be in the field of Internet of Things and artificial intelligence.

In fact, with the continuous wave of Internet innovation around the world, many domestic Internet giants have also revealed their plans for the layout of the Internet of Things in advance. At present, the three major operators and domestic industry leaders including Huawei, ZTE, Alibaba and Baidu are actively deploying the Internet of Things, striving to seize market share in the IoT segment and jointly promoting the commercial process of NB-IOT (Narrowband Internet of Things).

In particular, many industry insiders expect that 2017 is expected to become the commercial first year of NB-IOT, and the Internet of Things is expected to be officially applied on a large scale. On the company side, China Mobile has indicated that it will strive to achieve NB-IOT commercialization in 2017. China Unicom plans to promote commercial deployment of NB-IOT in key cities from the end of 2016 to the beginning of 2017, and will begin to fully promote commercial deployment within the country in 2018. China Telecom expects to start commercialization of NB-IOT technology in 2017.

The data shows that a large number of objects and objects are now connected by short-distance communication technologies such as Bluetooth and Wi-Fi. The connection between objects and objects actually carried on the mobile network accounts for only 6% of the total number of connections. This means that NB-IOT enters commercial operation, and the breakthrough of bottlenecks may lead to rapid growth of related industries. According to industry insiders, it is estimated that by 2025, the scale of the entire NB-IOT supporting chip business may reach 6 billion to 7 billion yuan, and the scale of operations may be several billion.

Analysts pointed out that the convening of the World Internet Conference and the deployment of the Internet of Things by technology giants will promote the development of the world's Internet, as well as the direction of the market for investors who are keen to deploy technology stocks. Especially in the high-end period of market investment enthusiasm conversion in the fourth quarter, the theme concept stocks will be expected to stand out again, and the investment opportunities of relevant listed companies and high-growth GEM are highlighted.

Related concept stocks enter the institutional research field of vision

As the emerging application of the communication industry, the Internet of Things will further expand in the large-scale environment. The organization believes that the layout of the Internet of Things on the application side is promising. It is predicted that the next five years will be a period of steady and rapid development of China's sensor market, with an average sales growth rate of more than 30%.

Therefore, in the fourth quarter of this year, the listed listed companies of the Internet of Things have become one of the important targets of recent institutional research. Among them, Lu Chang Technology, which was announced on October 12, received 22 daily limit, and in the first week of November, it received the second institutional survey since its listing. Among them, 30 institutions including China Europe Fund, Great Wall Fund, Huaxia Fund, and star private equity Gaoyi Assets have become the main research institutions. The institutional research also focuses on overseas markets and car network layout.

According to public information, the company is an early enterprise in the industry to explore and practice car networking. Independently developed the industry-leading car navigation information system platform, providing customers with "special car-specific" car navigation information terminal products and services. The company's car navigation information terminal products have more than 200 products, covering more than 20 mainstream cars such as Volkswagen, General Motors, Toyota, Audi, BMW and Mercedes-Benz in the domestic and international markets. At the same time, the company is also one of the few companies in the industry that has deep cooperation with Alibaba, Baidu and Tencent.

In addition to Lu Chang Technology, listed companies such as the Internet of Things related concepts, such as Yanji Software, Sanchuan Wisdom, and Jinka, also ushered in institutional research. Without exception, the IoT business of these companies is the focus of the organization.

In fact, since the second half of this year, the enthusiasm of the agency for the IoT sector has heated up. According to the data, nearly 20 institutions recently released optimistic research reports on the Internet of Things. What is certain is that the organization's concentrated sings show the potential investment value of the sector.

Recent gains

Under the positive guidance of the Third World Internet Conference, the IoT-related concept stocks in the secondary market are also moving. On November 15, the IoT concept stocks performed strongly, and the afternoon's surge made it close with a 1.05% increase. In terms of individual stocks, Tianwo Technology has a daily limit, and CIMC, Zhongqingbao and Aowei Communications have successively closed the board. Jicheng Electronics, Shida Group, Tianze Information and National Technology have also risen.

In addition, the recent gains of listed companies that have already laid out relevant IoT-related technology fields are also very obvious. Among them, NavInfo has risen in the wind on November 15th, and Sanchuan wisdom has risen continuously for 4 days since November 10, and after the end of September, the stock price has been sung all the way, and stayed on September 27. At 35.7 yuan, on November 16, it rose to 41.97 yuan.

It is worth mentioning that Datang Telecom, which ranks high in the domestic semiconductor industry, recently accelerated the deployment of mobile terminals and IoT chips. The company is expected to actively seek out opportunities for mergers and acquisitions and re-establish the company as an integrated circuit national team. As a result, the stock has risen in recent days.

Market participants said that from the virtual reality, augmented reality to artificial intelligence, to the recent OLED, every emerging technology frontier industry concept will rise up in the capital market, and a group of recent strong stocks will be born. The innovation of the new Internet of Things technology in the Internet of Things industry is also expected to prompt the related beneficiary stocks to re-emerge in the A-share market.

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