Internet of Things: from the focus on the development industry to find a structural opportunity - Internet of Things, RFID Applications - Security Industry

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This year the "two sessions" so I strongly feel the Government's attention and urgency of industrial restructuring. The most advantageous





Internet of Things The State Council Development Research Center of Industry, Minister of Economic Affairs Feng focus on China's major industrial development were discussed in detail, including well-known New Energy Energy-saving environmental protection, new electric vehicle, biology (life) science, technology, networking and other things. However, on these big industries, we compete with advanced countries, when (time) actually technology ( Technology ), The most no advantage, even at a great disadvantage.
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But encouraging the development of an industry that things networking industry. Feng believes that other than the strategic worth and the need to promote the development of the industry, our development in the Internet of things did not lag behind overseas: We have the world's largest Internet and mobile Communicate Users also have the world's largest wireless network coverage system, and this is the most developed countries reach for absolute advantage. Therefore, I would like the Government of the industry Policy Support is mounting. Strong stock performance





Internet of Things Since the networking industry


things have such a clear vision, then the Internet of things for some time the concept of the strong performance of stocks, there were reasonable, as one of the leading Invengo, Xiamen Xindeco other stock has been turned by the end of 2008 so far 5 times is huge.





Then the concept of the operation of the stock market can last? We might be analyzed from the following perspective.





In fact, if investors make a careful investigation, to the presence of a number of brokerage sales department to ask people how many people really understand Internet of things. Can be said that in addition to the name of the abstract, the most know very shallow. This means that the development of Internet of things in this area in full swing, although the Internet of things the band concept stock price adjustment may exist, but I think the industry as a whole plate Price Far from over. In particular, we note that Internet of things being a broader concept of market information industry spare parts and other industries spread. I understand the situation from the capital gathered in property stocks in the networking industry, I expect that such capital will not withdraw at this stage, property investment opportunities in networking concepts is still large plate.





Market Structural opportunities , Of course, talking about the concept of investment opportunities in Internet of things can not be divorced from the overall stock market Environment . In fact, from the "two sessions" of the information provided to us, we can draw these conclusions:





1, the Government reaffirmed the "moderately easy" monetary policy is the restoration of normal monetary policy. Compared with last year's "wide" negative money supply growth is a foregone conclusion. This is the broader market since the end of 2008 a larger adjustment of the underlying reasons. Combination of exchange rate caused by the constraints on our economic growth, we stock up space may not be large.





Second, real estate continuously introduced the New Deal, especially the SAC main forced the 78 non-real estate class real estate market out of the central enterprises, which will lead to moderate improvement of relations between land supply and demand, enabling rapid increase in housing prices up. But Vanke A, for example, from its current share price drop 40% peak in 2009, great weight of the real estate section has made an effective adjustment, which may be a record low. The Shanghai Stock Exchange's largest bank plate weight increase itself is not deep but adjustments can be said that the decline is not much room. Thus, we believe that the market power downstream space has been blocked by heavy plate, medium term, broader market has no room for a large down.





Above decision of the Chinese stock market will be in a period of time may not be a big box of space up and down see-saw trend. This market environment, give active plate material to create a typical network structural opportunities. Of course, in addition to the concept of property speculation networking opportunities, the development of several other key industries and the opportunities.





Trend this year is not subject to investment opportunities, please seize the structured investment chance.