东土科技分析讨论区,东土科技即将暴涨

Ⅰ Which sectors in A-shares currently fall under the theme of "new infrastructure"

According to the Central Economic Work Conference, the scope of new infrastructure construction as the core theme in 2019 will be expanded, including the following Seven aspects:
1) 5G:
From the perspective of the scale of industries to be undertaken in the future, 5G will be the most anticipated direction among new technologies. The major emerging industries that our country is focusing on, such as industrial Internet, Internet of vehicles, enterprise cloud, artificial intelligence, telemedicine, etc. all need 5G as industry support. In an environment where the world is accelerating the deployment of 5G, domestic 5G construction is expected to be implemented earlier than planned.
2) UHV:
my country’s UHV construction potential is still huge. Currently, there are about 50-60 UHV projects planned by the country, which means that about 30 projects are still included in the plan. The line is expected to be implemented in the future. Recently, the State Grid announced that it will open up UHV investment to social capital, which will further increase the certainty of the continued construction of UHV by solving the funding problem. UHV is a key technology of the global energy Internet. my country has successfully exported the second phase UHV DC power project and core equipment of Brazil's Belo Monte. my country's mid- to long-term demand and greater overseas space will enhance the performance sustainability of equipment companies.
3) Intercity high-speed railways and urban rail transit:
In 2019, the investment amount increased during the construction wave + the traffic mileage increased rapidly + the three-year freight increment plan supported the release of vehicle procurement + the performance of vehicle equipment-related companies recovered significantly growth, the four major positive factors resonate, and the sector will have significant gains.
4) New energy vehicle industry chain:
As we enter 2019, the subsidy policy for the new year has not yet been officially released, which once again gives car companies a certain buffer space. No matter when the policy is implemented and the specific form, the main theme of cost reduction and supporting quality will not change. The industrial chain will also share the pressure brought by the decline in subsidies. The advantages of the leader in the subdivision field may be further accumulated, anchoring the leader and seizing the opportunity. Certainty.
5) Big data center:
At present, big data is widely used, from information distribution to video entertainment, big data is everywhere. At present, big data has become one of the popular investment directions. With the strong support of capital, the big data industry is developing rapidly. It is expected that by 2020, the scale of China's big data industry may exceed one trillion. Today, when we value data, the big data industry will definitely become a hot spot for entrepreneurship in 2019.
6) Artificial intelligence:
We are optimistic about the development of the domestic artificial intelligence industry, especially after the Party Central Committee and the State Council have regarded artificial intelligence as an important starting point for economic transformation. There will be greater room for development in the future of integrated development. . In terms of the basic layer, it is recommended to pay attention to the market opportunities in computing power provided by domestic servers, high-performance computing companies Inspur Information, and Sugon; in terms of application layer, it is recommended to pay attention to the application of voice, computer vision, autonomous driving, predictive analysis and other technologies in AI+ ( Customer service, security, medical, automobile, finance, etc.) market applications, covering enterprises.
7) Industrial Internet:
According to the latest report from a research institution, the global industrial Internet market size will reach US$91.4 billion in 2023, with the Asia-Pacific region having the highest compound annual growth rate. With the intensive introduction of a series of previous industry policies, the industrial Internet is ushering in explosive growth, boosting the "digital" transformation of traditional manufacturing companies.

II The third layer of IoT: Platform layer enterprise

Platform layer: The bridge connecting devices and application scenarios in the IoT architecture, connecting the previous and the next, providing data processing and analysis services.

The platform layer is mainly based on the PaaS platform. It processes, analyzes and optimizes the information collected by the terminal through the network layer and perception layer downward, and serves the application layer upward to provide application service providers. Provides a basic platform for application development.

According to the type of manufacturer: operators, ICT companies, Internet, industrial manufacturing manufacturers and third-party IoT platforms;

According to the platform function: Device Management Platform (DMP) , Application Enablement Platform (AEP), Connection Management Platform (CMP), Business Analysis Platform (BAP)

Enterprises involved

China Telecom: China Telecom has fully integrated its Cloud, network and ecology and other advantageous resources have created a smart Internet of Things open platform (CTWing). CTWing is composed of three major sectors: connection management, application enablement and vertical services. Global, safe and trustworthy end-to-end services run throughout.

Huawei Cloud: Huawei Cloud is Huawei's cloud service brand. It opens Huawei's more than 30 years of technology accumulation and product solutions in the ICT field to customers, and is committed to providing stable, reliable, safe, trustworthy, and sustainable services. Innovative cloud services empower applications, enable data, and become the "black land" of the intelligent world, promoting the realization of inclusive AI that is "affordable, easy to use, and safe to use."

China Unicom: Open network communication capabilities business aims to integrate intelligent terminals, operators' customized network resources, mobile Internet, Internet of Things and other services to bring cloud deployment and one-stop services to users. Accept, serve nationwide, and flexibly define network capability services. Relying on China Unicom's ingenious network and based on its six core capabilities of communication services, network strategy, security certification, big data analysis, 5G and IoT, it will focus on the "IoT Platform +" ecological strategy to build an IoT platform-based The core business system builds an ecosystem covering the "cloud, pipe, terminal, and core" of the Internet of Things industry chain. Main products include platform capabilities, connectivity services, and IoT solutions.

Nokia: IMPACT provides a secure, standards-based simplified IoT platform on which new IoT can be built and extended. The IMPACT platform is positioned as a horizontal basic universal platform for the Internet of Things.It has functions such as connection management, device management, data collection and analysis, application open enablement, and perception-based security assurance. The Nokia IMPACT IoT platform is the world's first IoT hardware platform with in-depth chip-level cooperation and open source. Currently, the Nokia IMPACT platform manages more than 1.5 billion terminals worldwide.

China Mobile: ONEnet is an open platform and ecological environment created by China Mobile Internet of Things Co., Ltd. based on the technology and industry characteristics of the Internet of Things. China Mobile's IoT open platform always adheres to an open and cooperative attitude, providing hardware community services for smart hardware makers and entrepreneurial enterprises, providing data display, data analysis and application generation services for the IoT application needs of small and medium-sized enterprise customers, and providing key industry areas/ Major customers provide industry PaaS services and customized development services.

Alibaba Cloud link platform: Alibaba Cloud link IoT platform is a cloud service platform provided by Alibaba Cloud IoT. The IoT platform provides safe and reliable device connection and communication capabilities, supports device data collection and uploading to the cloud, rule engine data flow, and cloud data delivery to the device. In addition, it also provides convenient and fast device management capabilities, supporting object model definition, structured data storage, and remote debugging, monitoring, and operation and maintenance.

Network Intelligent Tiangong: Network Intelligent Cloud Tiangong IoT platform is an IoT ecological environment created by the network. Network Tiangong provides universal IoT device connection, device management, IoT edge and data flow capabilities to empower industrial applications. Taking cloud-edge-end and time-space data management capabilities as its core advantages, it provides a complete and easy-to-use IoT infrastructure and provides end-to-end IoT solutions for key industries. JD Xiaojingyu: JD Xiaojingyu is fully open to the smart industry, comprehensively covers smart life scenarios, empowers smart hardware, smart homes, smart vehicles and other fields, and provides one-stop smart solutions of "technology + services + channels". By integrating Xiaojingyu, smart products can gain hearing, vision, learning capabilities, and massive services such as music, news, and shopping, as well as tens of millions of device control capabilities. Users can obtain services anytime and anywhere through innovative interactive methods.

Xiaomi IoT Platform: Xiaomi’s open cooperation platform for consumer smart hardware. It is oriented to smart homes, smart home appliances, health wearables, travel vehicles and other fields. Developers can use the open resources of Xiaomi IoT platform to Capabilities and product intelligent solutions can quickly improve the intelligence level of products at very low cost, meet the use and experience requirements of different users for intelligent products, and work with other developers who have joined Xiaomi IoT to create the ultimate intelligent life experience .

IBM Watson Iot: the world's leading provider of IoT platform. IBM Watson IoT provides fully managed cloud hosting services designed to simplify and transform your business from IoT toGet value from your device. It provides powerful application access to IoT devices and data; performs powerful device management operations while storing and accessing device data, connects various devices and gateway devices; enables applications to interact with connected devices, sensors and gateways Communicate and collect data. The ThingWorx Platform is a complete end-to-end technology platform designed for the Industrial Internet of Things (IIoT). The ThingWorx platform helps companies realize industrial interconnection and applications focusing on R&D processes and product life cycle management through platforms and platform-based solutions. At the same time, it provides tools and technology that enable enterprises to quickly develop and deploy powerful applications and augmented reality (AR) experiences.

Based on its own capabilities in intelligent manufacturing and ICT integration, Inspur Yunzhou Industrial Internet Platform is built with industrial interconnection as the core, logo analysis as the starting point, and cloud computing, big data, and blockchain An industrial big data service system supported by emerging technologies such as blockchain and 5G. Inspur Yunzhou is the industrial Internet platform with the most customer value in China. It provides five-layer architecture services of industrial cloud, QID, industrial PaaS, industrial big data, and application services to the three major entities of enterprises, governments, and parks, and realizes the integration of equipment and products. , business systems, and seven types of connections between developers, suppliers, customers, and employees, forming full-stack capabilities of "cloud, QID, and cloud ERP", committed to the construction of industrial Internet infrastructure, and creating a new industrial continent under digital infrastructure.

H3C IoT has an end-to-end full-stack architecture of perception layer, network layer, platform layer and application layer. Among them, the H3C Oasis IoT platform at the platform layer is positioned as the Application Enablement Platform (AEP). It adopts a microservice architecture based on container technology, has large-scale data processing and analysis capabilities, and can provide ubiquitous connections for the Internet of Things. Technology, multi-protocol positioning services, edge computing and SDK (software development kit) and other modules.

China Comservice is a leading service provider in China's information field, providing telecommunications infrastructure services, business process outsourcing services, general facility management and other services. On December 8, 2006, the H shares issued by the company were successfully listed on the main board of the Hong Kong Stock Exchange. Comservice IoT is a group-level product created by China Communications Services Corporation, positioning itself as a "new generation of digital world infrastructure service provider", focusing on IoT services and enabling IoT innovation. Products include development service platform, equipment operation service platform, service cloud and maintenance cloud. Tongfu IoT provides a series of high-quality products and solutions in many fields such as smart cities, industrial Internet, smart homes, and smart parks.

Haier Kaos IoT Ecological Technology Co., Ltd. was established in April 2017. It mainly operates and industrial Internet platforms, and its business covers industrial Internet construction.Design and operation, industrial intelligent technology research and application, smart factory construction and software integration services (precision molds, smart equipment and smart control), and energy management business sectors help medium-sized enterprises realize large-scale manufacturing and large-scale customization and rapid development, always Adhering to the mission of the National Industrial Internet Platform, we will create and share value for users, enterprises and resources, and create a global industrial Internet brand.

Shugen Internet Co., Ltd. is a national-level cross-industry and cross-domain industrial Internet platform company. It is also the only Chinese industrial Internet platform company selected into the Gartner IIoT Magic Quadrant for two consecutive years. The Root Cloud platform under Shugen Internet can be oriented to social organizations such as machine manufacturers, equipment users, and government regulatory authorities, and can provide transparent factory management in smart manufacturing, online machine management (services, smart manufacturing, R&D, energy), and industrial chain platforms. Provide digital transformation services in industrial AI, equipment financing and other aspects.

xIn3Plat (Baoxin Software): On December 22, 2020, China Baowu and Baoxin Software launched China Baowu Industrial Internet Platform xIn3Plat. xIn3Plat was independently developed by Baosight Software. Relying on more than 40 years of development and accumulation of Baosight Software, xIn3Plat took off from steel and continued to empower non-steel industries, making outstanding contributions in promoting the transformation of the development mode of Chinese manufacturing enterprises. xIn3Plat includes iPlat, an industrial interconnection platform for the industrial field, and ePlat, an industrial ecological platform for the industrial field.

Aerospace Cloud Network is a high-tech Internet enterprise jointly funded by China Aerospace Science and Industry Corporation and its affiliated units. It was established on June 15, 2015. Based on the INDICS platform, we have built a proprietary cloud for the aerospace science and industry, an aerospace cloud network for the domestic market, and an international cloud for the international market, providing governments, industry organizations, enterprises and other users with 20 solutions based on "Internet + intelligent manufacturing". Class services.

Predix (GE): Industrial Internet operating system Predix is ​​providing powerful assistance to digital industrial enterprises, thereby promoting the development of the global economy. By connecting industrial equipment, analyzing data and delivering real-time insights, Predix empowers customers to build, deploy and operate industrial applications. Predix-based applications are taking the performance of GE and non-GE assets to new levels.

MindSphere is an open, cloud-based IoT operating system from Siemens that connects products, factories, systems and machines together, enabling you to harness the power of things through advanced analytics. Massive data generated by the Internet of Things (IoT).

Advantech: Founded in 1983, it is the world's leading and trustworthy innovative embedded systemWe are a provider of solutions for products and automation products, including complete system integration, hardware, software, customer-centered design services and global logistics support. Advantech's WISE-PaaS industrial IoT cloud platform is an integrated IoT service platform designed to provide actionable insights from edge to cloud. Users are able to easily and securely connect, manage and ingest large-scale IoT data, process and analyze/visualize the data in real-time.

The Xiaojiang IoT platform is a service provider that provides intelligent solutions for smart home brands. Xiaojiang IoT can help traditional enterprises quickly access the Internet of Things, provide global cloud-based device remote control and management, and connect your products to the Internet of Things reliably and securely. Committed to providing complete product intelligent IoT overall solutions for smart home appliance companies and corporate fitness equipment manufacturers. Xiaojiang IoT's model is mainly divided into two parts, one is SAAS and the other is its independently developed QUMIOS.

As the country's leading smart space IoT technology company, Yunzhiyi Smart IoT is a platform service provider at the IoT platform layer, providing smart homes, smart communities and industrial parks for the pan-real estate industry/ Smart IoT solutions for multiple scenarios such as business, smart offices, and smart apartments, including IoT platforms, application platforms, IoT SaaS services, X-Brain AI boxes, and IoT consulting services.

Guangyun IoT is a professional IoT solution provider dedicated to providing IoT software and hardware development services to enterprises. Including industry mainstream IoT platform access services, enterprise private IoT platform development services, IoT hardware secondary development, technical support, sales supply and other services. Products include platforms and solutions for consumer IoT, commercial IoT, industrial IoT, and IoT hardware. Gizwits Cloud is a leading domestic IoT manufacturer. The company was founded in 2005. Its main business is IoT development and cloud service platform services. Focusing on the Internet of Things, cloud computing, big data and artificial intelligence industries, it adopts a microservice architecture to provide enterprises with IoT needs with a full life cycle management and operation system for IoT products, covering equipment management, connection management, application development, data analysis, and BI systems. , intelligent decision-making, financial billing and third-party system interconnection and other functions. At the same time, the platform opens API interfaces to help enterprises connect internal and external operation and management systems (CRM, ERP, etc.), and has served transportation and logistics, new energy, industrial interconnection, medical health, Consumer electronics and many other industries, and has achieved leading market coverage in many industries. There are two main product service lines, namely terminal product intelligent services and industry solution services.

Walle IoT Platform (Shenzhen Hongdian)

KySCADA (Dontu Technology)

HanClounds Industrial Internet Platform (HanCloudsTechnology)

H-IIP (Humi.com)

Jiyun Technology

Keyuan Wisdom

Mushrooms Lian

Zhejiang Lanzhuo

Tn Industrial Internet Platform (Zhongzhijie)

Dataman Technology (the world’s first cloud robot operator)< br />
Fourth Paradigm (artificial platform and technical service provider)

Megvii Technology (deep learning, the world's leading artificial intelligence product and solution company)
< br /> Mininglamp Technology (global enterprise-level data analysis and organizational intelligence service platform)

DeepBlue Technology (fast-growing artificial intelligence leader)

Spichi ( Conversational artificial intelligence platform company)

Sogou

Tencent Youtu (Tencent’s top machine learning R&D team)

Yitu Technology (artificial intelligence Intelligent innovative research)

Yuncong Technology (a more efficient provider of human-machine collaboration solutions)