First, NB-IOT achieves the Internet of Everything 2017 is the first year of commercial use of NB-IOT (Narrowband Internet of Things). Since the core standard freeze in June 2016, the development of the NB-IOT narrowband Internet of Things has clearly entered the fast lane. The strong cooperation between operators and equipment manufacturers has promoted the NB-IOT industry chain to improve and promote the downstream subdivision applications frequently. In particular, Huawei already has the mass production capability of NB-IOT chips, and it is predicted that the end of the year will be global. Support 30 NB-IOT commercial networks, accelerate the promotion of NB-IOT technology in the field of smart meters, shared bicycles, smart homes, water pollution monitoring and car networking. With the rapid and large-scale networking of terminal devices, the “more thorough perception†and “more comprehensive interconnection†of the Internet of Things have been steadily realized, and “more in-depth intelligence†has become the top priority of the development of the Internet of Things. The realization of the value of the Internet of Things has gradually shifted from connecting things to making people and machines more coordinated, promoting the seamless interaction between humans and computers, and then benefiting from massive data, thereby influencing business decisions and creating a world of universal connectivity. Corning Corning has released a hidden and suspended information window in the future technology life promotion film "One Day of Smart Glass", a sensor embedded in clothing shoes and hats, refrigerators and cars, and a mall realized by 3D holographic projection architecture. Shopping and medical inspections, ubiquitous positioning and search, etc. have gradually become a reality. Comparing the two emerging technology graphs released by Gartner in August 2015 and August 2016, it can be found that the Internet of Things and cloud computing have disappeared from the 2016 graph, indicating that the key technologies of the Internet of Things are no longer “freshâ€. It has already slowly integrated into our lives, and now it is, the future has come. Second, the downstream application of flowers According to the enterprise-level IoT market survey data released by IOT AnalyTIcs in the third quarter of 2016, industrial IoT projects accounted for 22%, ranking first, smart city projects accounting for 20%, smart energy projects and car networking projects, each Accounting for 13%, smart agriculture, building, medical, retail, logistics are ranked 6-10. In terms of regions, 44% of IoT projects (smart medical and smart retail) are concentrated in the Americas, followed by Europe (smart cities), accounting for 34%, while the Asia-Pacific region is more prominent in the field of smart energy. Industrial Internet of Things: The Internet of Things is a key condition for industrial transformation and upgrading, focusing on the opportunities brought about by industrial upgrading. Smart City: NB-IOT promotes the rapid application of many applications in smart cities, and smart energy, smart transportation and other products are the most mature. Internet of Vehicles: The LTE-V2V protocol has landed, and the development of the Internet of Vehicles has entered the fast lane. Smart Home: Technology giants seize the smart home platform and pay attention to the vertical content of “content + product + serviceâ€. Smart wearable devices: Most products have yet to be optimized, focusing on the "smart level" + "user experience" dual-use areas. Third, the global Internet of Things: the achievement of trillions of markets According to data from research institute Machina Research, the number of global IoT connections in 2015 was about 6 billion, and this number is expected to grow to 27 billion in 2025. Among them, the number of 2G/3G/4G cellular and LPWAN connections will increase from 3% in 2015 to around 17% in 2024, and the number of LPWAN connections will account for about 11% of all IoT connections in 2024. Since 2016, the number of LPWAN connections has grown rapidly and is expected to exceed traditional cellular connectivity by 2019, reaching a volume of 1.4 billion connections. In the 2016 Global Connection Index report, Huawei predicts that the number of IoT devices will reach 100 billion by 2025, and the new sensor deployment speed will reach 2 million per hour. By 2025, the global IoT market will reach the scale. 2 trillion US dollars. According to Gartner, global IoT equipment and services spending will reach RMB 13.8 trillion in 2020. Fourth, China Internet of Things: rich application, complete industrial chain In recent years, China's Internet of Things has achieved remarkable results. The industry scale has grown from 170 billion yuan in 2009 to 750 billion yuan in 2015. The compound annual growth rate has exceeded 25%, and the number of terminals for M2M (machine-to-machine) applications has exceeded. 100 million. According to the forecast of the Prospective Industry Research Institute, China's Internet of Things industry will maintain a rapid growth trend of 30% per year, and it is expected to reach a market scale of 1.5 trillion in 2018. In its report on China's Manufacturing Internet of Things Market Forecast 2016-2020, IDC pointed out that by 2020, China's manufacturing enterprises' IoT spending is expected to reach US$127.5 billion, of which the total software and services market accounts for more than 60%. The rapid development of the Internet of Things has benefited from domestically oriented positive national and local policies, sound standards systems, advanced infrastructure, and broad market demand. The Internet companies represented by BAT, the telecom operators represented by China Mobile Unicom, and the communication equipment vendors represented by Huawei are actively deploying the Internet of Things industry, and have already begun to take effect, and the future prospects are also broader. V. Investment advice and recommendation of key companies On the platform side, with the geometric growth of networked devices and data collection, the Internet of Things platform has become a core hub in the industry chain, playing a leading role, with terminal management, connection management, application support, business analysis and other technical capabilities. The core advantages of the Internet of Things platform are highlighted. We are optimistic about the Yitong Century (300310), which is widely deployed in the IoT platform and vertical industry applications. In the industry application side, with the large-scale deployment of the three major operators in the narrow-band IoT network in 2017, we are optimistic about the growth potential of smart meters in the smart energy field, with smart meters represented by Kelu Electronics (002121), with the wisdom of Sanchuan (300066) represents the smart water meter and the smart gas meter represented by Jinka Intelligent (300349) as an important participant in the field of domestic smart energy informationization. With the strong support of the national industrial policy, it is expected to usher in new development opportunities. . Intelligent transportation plays an important role in the future smart city system. We are optimistic about the future promotion of electronic license plates with local governments and actively creating a new emerging model of vehicle networking data commercialization. At the same time, it is recommended to focus on in-depth research and development in the field of vehicle networking and information security. Gao Hong shares. As a sensor and communication module manufacturer upstream of the Internet of Things industry chain, it is expected to take the lead in benefiting the NB-IOT landing and the popularity of the Internet of Things. We are optimistic about Hanwei Electronics and Neusoft carriers, which are in the leading position in the field of sensors and carrier chips. risk warning. The development of the Internet of Things is less than expected; market competition has intensified. Harbour Marine Diesel Generator Harbour Marine Diesel Generator,Onshore Marine Generator,Offshore Marine Generator,Marine Engine Jiangsu Vantek Power Machinery Co., Ltd , https://www.vantekpower.com