The concepts of the Internet of Things, cloud computing, and triple play have been surging, and favorable policies have followed. On the previous day, the National Development and Reform Commission agreed in principle that 21 cities, including Beijing, were listed as national e-commerce model cities. Eight ministries and commissions, including the National Development and Reform Commission and the Ministry of Commerce, will jointly establish a national expert committee for the establishment of e-commerce model cities to provide guidance. In the same period, five cities including Beijing and Shenzhen were also approved as pilot cities for cloud computing innovation services.
According to the forecast of the Ministry of Commerce, the amount of e-commerce transactions in the next five years will maintain an average annual growth rate of more than 20%, and it will reach 12 trillion yuan in 2015. Analysis in the industry, short-term Internet of Things, cloud computing, and triple-network convergence may continue to fluctuate in response to news, but it is not recommended to chase. In the long run, the relevant industries have a broad prospect of development and far exceed the Internet economy.
Strong policy promotion The website of the National Development and Reform Commission showed that 21 cities including Beijing Municipality, Tianjin Municipal Government and Shanghai Municipality have been listed as national e-commerce model cities through the research and development decisions of the National Development and Reform Commission, the Ministry of Commerce, and eight other ministries and commissions. They agreed in principle to 21 cities. National e-commerce demonstration city work program.
The announcement requires that all model cities should take the establishment of a national e-commerce demonstration city as a new measure to promote the development of strategic emerging industries, deepen pilot work such as “triple play†and “two integrations†and promote third-generation mobile communication networks and The application of next-generation information technology, such as networking, cloud computing, mobile Internet, and next-generation Internet, will improve the environment for e-commerce development, expand the e-commerce service industry, and create new economic growth points. During the same period, it also promoted the development of a new generation of information technology industry and approved five cities including Beijing and Shenzhen as pilot cities for cloud computing innovation services.
According to the forecast of the Ministry of Commerce, online shopping consumption has increased by 22 times in the past 5 years, with an average annual increase of 28%, and reached approximately RMB 450 billion in 2010; the amount of e-commerce transactions will maintain an average annual growth rate of over 20% in the next five years, 2015 The year will reach 12 trillion yuan. According to the latest report released by a well-known consulting firm, Boston Consulting Group, the number of online consumers in China will soar to 329 million in 2015, surpassing the United States as the world’s largest e-commerce market.
Stimulated by good news, e-commerce stocks continued to have a strong trend. Industry sources pointed out that short-term Internet of Things, cloud computing, and triple-network convergence may continue to be acclaimed by news stimulus, but it is not recommended to chase.
The Internet of Things (IoT) will be 30 times the Internet and the 13th China Hi-Tech Fair, which has just concluded in Shenzhen, will be the core theme of IoT cloud computing. Various first-tier cities are investing heavily in the construction of "wisdom cities" built with the Internet of Things.
Secretary-General Zhang Jianning of the Zhongguancun IoT Industry Alliance stated: “Beijing will invest 10 billion yuan this year to establish demonstration projects in the city’s emergency security for the Internet of Things. In the future, the plan will gradually expand to other areas and establish wisdom in Beijing.†He believes that the Internet of things The real outbreak period is after really entering the family. In the industry, it is generally expected that the value of the Internet of Things will be 30 times that of the Internet.
Shanghai Securities pointed out that the policy will further promote the development of the "Internet of things." The “2011-2013 Action Plan for Promoting the Construction of Smart Cities in Shanghai†announced in September this year pointed out that by 2013, Shanghai’s smart city construction will make full progress. The new generation of information technology industry will provide strong support for the development of smart cities, and the total information industry The scale will reach 1.28 trillion yuan, the added value of the information service industry will account for 6.2% of Shanghai's GDP, and the Shanghai software industry will realize operating income of more than 210 billion yuan, and the total scale of the integrated circuit industry will reach 85 billion yuan. At the same time, Shanghai will also establish a national e-commerce model city and strive to double the amount of e-commerce transactions in 2013 compared to the end of the “Eleventh Five-Year Plan†period.
China National Securities pointed out that with strong support from the government, the IOT industry has a promising future. It is estimated that by 2015, the total output value of the domestic IoT industry will reach 750 billion yuan, and the average compound growth rate will exceed 30%.
Among them, intelligent transportation, video security, and smart grid are the mature applications of the Internet of Things. Currently, the industry is relatively decentralized and the competition is relatively full. However, emerging applications lack uniform standards and mature business models. Downstream investment can focus on new applications such as product traceability, mobile payment, and two-dimensional code identification. A-share related companies include Yuanwanggu, New Cape, and New World. Upstream investment can be concerned about the A shares of the relevant companies such as Dahua Smart, China Rui Si Chuang, Hikvision, National Technology, Guoteng Electronics.
However, Guolian Securities expects the development of the 2012 IoT industry to be more pragmatic. It believes that the Internet of Things will enter a period of cool thinking, and more development will be extended to the perception and application levels. It will take time for real growth in the large-scale. Rail transit will occupy a dominant position in investment. The crowded automobile society in China will be forced to develop in rail transit. Rail transit will focus more on harmonious development and still maintain a large-scale investment. It is expected that the rail transit information during the "Twelfth Five-Year Plan" period. The average annual market size will be close to 10 billion yuan.
According to the forecast of the Ministry of Commerce, the amount of e-commerce transactions in the next five years will maintain an average annual growth rate of more than 20%, and it will reach 12 trillion yuan in 2015. Analysis in the industry, short-term Internet of Things, cloud computing, and triple-network convergence may continue to fluctuate in response to news, but it is not recommended to chase. In the long run, the relevant industries have a broad prospect of development and far exceed the Internet economy.
Strong policy promotion The website of the National Development and Reform Commission showed that 21 cities including Beijing Municipality, Tianjin Municipal Government and Shanghai Municipality have been listed as national e-commerce model cities through the research and development decisions of the National Development and Reform Commission, the Ministry of Commerce, and eight other ministries and commissions. They agreed in principle to 21 cities. National e-commerce demonstration city work program.
The announcement requires that all model cities should take the establishment of a national e-commerce demonstration city as a new measure to promote the development of strategic emerging industries, deepen pilot work such as “triple play†and “two integrations†and promote third-generation mobile communication networks and The application of next-generation information technology, such as networking, cloud computing, mobile Internet, and next-generation Internet, will improve the environment for e-commerce development, expand the e-commerce service industry, and create new economic growth points. During the same period, it also promoted the development of a new generation of information technology industry and approved five cities including Beijing and Shenzhen as pilot cities for cloud computing innovation services.
According to the forecast of the Ministry of Commerce, online shopping consumption has increased by 22 times in the past 5 years, with an average annual increase of 28%, and reached approximately RMB 450 billion in 2010; the amount of e-commerce transactions will maintain an average annual growth rate of over 20% in the next five years, 2015 The year will reach 12 trillion yuan. According to the latest report released by a well-known consulting firm, Boston Consulting Group, the number of online consumers in China will soar to 329 million in 2015, surpassing the United States as the world’s largest e-commerce market.
Stimulated by good news, e-commerce stocks continued to have a strong trend. Industry sources pointed out that short-term Internet of Things, cloud computing, and triple-network convergence may continue to be acclaimed by news stimulus, but it is not recommended to chase.
The Internet of Things (IoT) will be 30 times the Internet and the 13th China Hi-Tech Fair, which has just concluded in Shenzhen, will be the core theme of IoT cloud computing. Various first-tier cities are investing heavily in the construction of "wisdom cities" built with the Internet of Things.
Secretary-General Zhang Jianning of the Zhongguancun IoT Industry Alliance stated: “Beijing will invest 10 billion yuan this year to establish demonstration projects in the city’s emergency security for the Internet of Things. In the future, the plan will gradually expand to other areas and establish wisdom in Beijing.†He believes that the Internet of things The real outbreak period is after really entering the family. In the industry, it is generally expected that the value of the Internet of Things will be 30 times that of the Internet.
Shanghai Securities pointed out that the policy will further promote the development of the "Internet of things." The “2011-2013 Action Plan for Promoting the Construction of Smart Cities in Shanghai†announced in September this year pointed out that by 2013, Shanghai’s smart city construction will make full progress. The new generation of information technology industry will provide strong support for the development of smart cities, and the total information industry The scale will reach 1.28 trillion yuan, the added value of the information service industry will account for 6.2% of Shanghai's GDP, and the Shanghai software industry will realize operating income of more than 210 billion yuan, and the total scale of the integrated circuit industry will reach 85 billion yuan. At the same time, Shanghai will also establish a national e-commerce model city and strive to double the amount of e-commerce transactions in 2013 compared to the end of the “Eleventh Five-Year Plan†period.
China National Securities pointed out that with strong support from the government, the IOT industry has a promising future. It is estimated that by 2015, the total output value of the domestic IoT industry will reach 750 billion yuan, and the average compound growth rate will exceed 30%.
Among them, intelligent transportation, video security, and smart grid are the mature applications of the Internet of Things. Currently, the industry is relatively decentralized and the competition is relatively full. However, emerging applications lack uniform standards and mature business models. Downstream investment can focus on new applications such as product traceability, mobile payment, and two-dimensional code identification. A-share related companies include Yuanwanggu, New Cape, and New World. Upstream investment can be concerned about the A shares of the relevant companies such as Dahua Smart, China Rui Si Chuang, Hikvision, National Technology, Guoteng Electronics.
However, Guolian Securities expects the development of the 2012 IoT industry to be more pragmatic. It believes that the Internet of Things will enter a period of cool thinking, and more development will be extended to the perception and application levels. It will take time for real growth in the large-scale. Rail transit will occupy a dominant position in investment. The crowded automobile society in China will be forced to develop in rail transit. Rail transit will focus more on harmonious development and still maintain a large-scale investment. It is expected that the rail transit information during the "Twelfth Five-Year Plan" period. The average annual market size will be close to 10 billion yuan.
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