Twelfth Five-Year Plan Announces Smart Equipment Opportunity

Yesterday, the Ministry of Industry and Information Technology formally released the “12th Five-Year Plan for Development of the Internet of Things”. "Planning" clearly identifies areas such as UHF and microwave RFID tags, smart sensors, etc., and clearly demonstrates demonstration projects in nine areas.

According to the 2010-2011 China Internet of Things Development Report released by the Xinhua News Agency, the global Internet of Things industry will experience rapid growth in the next five years. It is conservatively predicted that by 2015, China's Internet of Things industry will achieve a scale of more than 500 billion yuan, with an average annual growth rate of about 11%.

The "Planning" requires that by 2015, China must achieve remarkable results in core technology R&D and industrialization, research and formulation of key standards, establishment and improvement of industrial chains, demonstration and promotion of major applications, and initially form an innovation drive, application traction, Collaborative development, safe and controllable development of the Internet of Things.

In order to achieve these goals, "Planning" will make clear the core technology of the industrial chain as the current priority. Among them, UHF and microwave RFID tags, smart sensors and other fields have been identified as the focus of "concentration of multi-source resources."

In addition, the "Planning" also requires that the "Twelfth Five-Year Plan" will focus on cultivating 10 industrial clusters and 100 key enterprises. The formation of industrial clusters will be the carrier, leading companies will lead, distinctive professional features, prominent brand image, and services. A complete modern industrial cluster. At the same time, the competent authorities will also carry out demonstration projects in key areas and strive to achieve large-scale applications. The nine key areas are smart industry, smart agriculture, smart logistics, intelligent transportation, smart grid, smart environmental protection, smart security, smart medical, and smart home.

For the secondary market, the official introduction of the Twelfth Five-Year Plan of the Internet of Things will bring greater short-term stimulation to the concept of the physical network, investors can pay attention to the stocks in the IOT sector in a state of potential technology, in addition, due to The vigorous construction of physical networks will also accelerate the development of many industrial intelligence, such as smart industry, smart logistics, intelligent transportation, smart grid, smart security, and smart homes. Investors can also pay attention to listed companies involved in the field of smart equipment.