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The giants have gathered together the two stocks of the Internet of Things to usher in a golden period of explosion

Author:Securities Star Time:2018/04/14 Read: 5903
Giants such as Alibaba and Microsoft have chosen to enter the Internet of Things in an all-round way. First, at this stage, we can already see the demands of many industries for the Internet of Things, including Germany's "Industry 4.0". I[…]

Giants such as Alibaba and Microsoft choose to enter the Internet of Things in an all-round way. First, we can see the demands of many industries for the Internet of Things at this stage, including Germany's "Industry 4.0" and my country's "Intelligent Manufacturing 2025", which all need to use the Internet of Things to realize industrial manufacturing. Fully upgraded. Therefore, entering the Internet of Things is the choice to meet the needs of the market and create more profit growth points for the company. But more importantly, entering the Internet of Things is also an inevitable choice for traditional IT companies to adapt to technological evolution.

One of the important directions in the evolution of current network technology is to support the Internet of Things. For example, based on 4G networks, 3GPP has introduced new technologies such as NB-IoT and MTC, and 5G has fully considered the potential of the future Internet of Things from the initial standard design stage. need. As we all know, 3GPP proposed three major scenarios in the formulation of 5G network standards, among which URLLC and mMTC were proposed to solve the demands of the Internet of Things. Following the era of mobile Internet, realizing the Internet of Everything is the next stage in the evolution and development of communication networks.

Gold Card Smart (300349)

巨头纷纷扎堆物联网 两股迎来爆发黄金期

The company's Internet of Things smart gas continues to grow rapidly, and has gradually been accepted by customers as one of the mainstream gas meters. Because of its two-way information transmission capability, the smart gas meter of the Internet of Things can realize functions such as ladder gas price, real-time price adjustment, gas leakage alarm, and gas stealing protection, which has played a good role in reducing costs and increasing efficiency for asset-heavy gas companies. It has also been popularized on a large scale across the country.

Watertek Information (300324)

巨头纷纷扎堆物联网 两股迎来爆发黄金期

The company's products and services are used in the two major fields of military and civilian, and the integration of military and civilian development. In the field of military industry, the company's main business includes embedded system testing products and services, electronic component testing and related services, terminal ad hoc network wireless communication products, etc.; in the civilian field, the company's main business includes taxation information products and services, smart city business etc.

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