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❶ What are the related industrial Internet of Things concept stocks

The concept of Internet of Things has been proposed for many years, and in recent years, with the increasing popularity of big data and artificial intelligence , the Internet of Things seems to have faded out of people's vision, but as a relatively mature technology, the Internet of Things has been deeply implemented in industry. Many domestic industrial companies have released Internet of Things concept stocks in A-shares and US stocks. So what are the industrial Internet of Things concept stocks in 2018? Let the editor take you to take a look today.
PTC Corporation (Nasdaq: PTC) recently announced the publication of a series of research reports on the "Status of Industrial Innovation" published twice a year. This series of reports is based on data from PTC's customer base and provides an objective, data-based analysis of the current development status and future promotion plans of industrial Internet of Things (IoT) and augmented reality (AR) technologies. Each report examines the industries driving the adoption of both technologies, the features and use cases deployed across blockchain, and the type of business value delivered.
Mike Campbell, executive vice president of PTC's ThingWorx platform, said: "As the technology and business models of Industrial Internet of Things and AR continue to mature, their popularity will definitely show an increasing trend. PTC combines market experience and massive Penetration data enables a truly comprehensive look at these rapidly evolving markets.”
As stated in the “State of Industrial IoT” and “State of Industrial Augmented Reality” reports, Industrial IoT and AR are not No longer just emerging technologies worth looking forward to. In 2018, investing in such technologies has become a key strategy for many organizations, especially for technology stocks involved in complex manufacturing and operational processes. Among PTC customers who have currently adopted industrial IoT or AR technology, 83% of industrial IoT users and 85% of AR users have migrated their deployments to a full-scale production environment or plan to complete the migration within the next 12 months. .
Industrial Internet of Things Concept Stocks in 2018
Key points of the report include:
Current situation of Industrial Internet of Things
1. Currently, the industrial Internet of Things is mainly used in industrial products (25%), electronics and large product manufacturers in the high-tech (22%), automotive (13%), and aerospace and defense (11%) industries.
2. The economic potential of the Industrial Internet of Things has attracted the attention of the international community and spawned a number of global initiatives aimed at promoting the development of the Global Industrial Internet of Things.
3. Most solutions are currently used in manufacturing and operations (48%), and the data collected can be used to improve processes, predict maintenance needs, and improve overall operational effectiveness.
The Industrial Internet of Things is no longer an emerging technology – it has reached a mature and widely recognized stage. The Industrial IoT is being deployed in large quantities today, across a wide range of functions from product development to manufacturing and services.
The current status of industrial augmented reality
Industrial products (21%)Industries such as , automotive (11%), aerospace and defense (8%) are leading the initial popularity of AR.
AR has a wide range of applications and is applicable to all aspects of the value chain, especially services (19%) and manufacturing (18%).
AR can become a powerful operational prompt and guidance tool, providing an entry point for many organizations, especially those involving hundreds or thousands of critical processes, such as real-time monitoring and improving overall equipment effectiveness (OEE).
Significant investment in underlying software and hardware technologies will drive AR penetration to a critical tipping point, allowing pilot projects to quickly move to full production environments.
Related concept stocks:
000701 Xiamen Cinda: the first batch of partners of Alibaba IOT Internet of Things platform.
300203 Juguang Technology: The company signed a strategic cooperation framework agreement with the People's Government of Zhangqiu City, Shandong Province to build a "smart environment cloud data center", "smart environment decision-making and public service platform" and "smart environment emergency command and dispatch platform" Atmospheric haze pollution monitoring and early warning platform”.
300007 Hanwei Technology: domestic gas sensor leader, mass production of flow and pressure sensors, establishment of municipal gas IoT subsidiary; acquired 51% equity of Shenzhen Mingzi IoT Technology Co., Ltd.
000851 Gaohong Shares: At present, Datang Gaohong has clearly focused its RFID business development on logistics applications and value-added applications that combine RFID with TD.
002881 Meige Intelligence: Mainly engaged in wireless sensor network system solutions and MEMS sensor chips.
3002313 Sunsea Communications: The company is the largest supplier of physical connection equipment for communication networks in China.
300590 Mobile Communication: The company brings together technical experts and business elites in the field of wireless communication technology and is the industry's leading provider of wireless IoT equipment and solutions.
300259 Xintian Technology: Xiongan + Alibaba Internet of Things, dual material concept.
300205 Tianyu Information: China’s leading product and solution provider in the field of data security.
300286 Ankerui: It is a major manufacturer of intelligent power monitoring systems and instruments for domestic industrial and mining enterprises.
600271 Aerospace Information: Committed to the research and development of IoT chips.
002474 Rongji Software: Signed a memorandum of cooperation with Huawei, Fuzhou Municipal Government and other four parties to jointly promote the construction of the country's first NB-IoT experimental bureau.
300131 Yingtang Intelligent Control: The company's holding subsidiary Fengtang IoT and Tencent Technology signed a "Cooperation Framework Agreement" on Internet of Things products and services.
000997 New Mainland China: The company takes the Internet of Things as the main line and realizes "one main" (core technology of IoT perception and identification, key IoT products) and "two wings" (Internet of Things applications and IoT business model innovation).
000682 Dongfang Electronics: Dongfang Electronics Group’s core role in the Internet of ThingsThe RFID industry in the core field is strong and has an authentic "Internet of Things" concept.
002047 Bauing Shares: Plans to use 100 million yuan in cash to increase Shenzhen Guochuang Intelligent Network System Co., Ltd. and acquire 20% of the equity. Guochuang Zhilian has LTE wireless smart city solutions, wireless broadband private network systems and terminal equipment, and also provides solutions for government affairs and police private networks, industrial Internet of Things, smart city construction and other applications.
002161 Yuan Wang Valley: The company has invested in 5 Internet of Things projects including intelligent tracking devices for railway train numbers.
002093 Guomai Technology: The company has a cloud platform, mass storage and big data solutions with independent intellectual property rights, and is deeply involved in Internet of Things big data cloud computing.
300638 Fibocom: focuses on the wireless communication field of the Internet of Things and mobile Internet, and independently designs and develops FIBOCOM brand products.
300183 Neusoft Carrier: Chip-level equipment manufacturing, benefiting from the chip demand brought by the development of the Internet of Things.
300310 Yitong Century: Cooperating with Jasper, the world's best IoT platform, to provide carrier-grade IoT connections.
000063 ZTE: NB-IoT chip design leader 4G, 5G.
300066 Sanchuan Wisdom: A domestic leader in smart water affairs, and also entering the field of Internet of Things big data
002017 Eastcom Peace: The business scope involves multiple smart card application fields such as identity recognition and RFID (electronic tags).
300259 Xintian Technology: The company has researched NB-IOT technology in the early stage and made technical reserves, and its products use narrowband IoT technology.
600100 Tongfang Shares: The company is a supplier and system integrator of smart card and radio frequency technology products. Its products involve the design and supply of integrated circuit chips such as identity recognition, telecommunications, financial payment, and information security.
002711 Oupu Intelligent Network: The company’s three-network strategic layout of “ground network”, “sky network” and “gold network”.
300275 Mei Ansen: Leading the industry in security IoT monitoring technology, with "security applications in the IoT industry actively deploying urban pipe networks and gas safety, environmental emergency, public security firefighting, structural safety, security cloud services, etc. with huge capabilities" Emerging businesses with room for development.
300456 Neiwei Technology: Acquired Selex MEMS foundry (the world's largest) and raised 750 million yuan to build an 8-inch MEMS production line in Beijing.
300458 Quanzhi Technology: Intelligent application processor SoC and intelligent analog chip design manufacturer.
300098 Gosuncn: its holding subsidiary Guangzhou Zhixing IoT is mainly engaged in the development of IoT-related business platforms and products, providing operators with IoT solutions and participating in operations Business cooperation in Internet of Things business operation security.
300101 Zhenxin Technology: MEMS integrated navigation: holding MEMS gyroscope, plusSpeedometer.
000727 Huadong Technology: Huadong Technology is one of the core sensor manufacturers in the Internet of Things industry.
The above are the details of the Industrial Internet of Things concept stocks in 2018. It can be seen that there are still many companies involved in the Internet of Things, and the Internet of Things is about to become a common technology and penetrate into production. If you are still not satisfied, why not take a look at the stock market knowledge with the editor? More information can be found on Weishang Times.com.
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❷ Which sectors in the A-share market fall under the theme of "new infrastructure"

According to the Central Economic Work Conference Expand the scope of new infrastructure construction as the core theme in 2019, including the following seven aspects:
1) 5G:
From the perspective of the scale of the industry to be undertaken in the future, 5G will be the most anticipated direction among new technologies. , my country's major emerging industries that are focused on development, such as the 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 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 benefits.
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:
Optimistic about the development of the domestic artificial intelligence industrydevelopment, especially after the Party Central Committee and the State Council regard artificial intelligence as an important starting point for economic transformation, there will be greater room for development in integrated development in the future. 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 institute, 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.

❸ Gosuncn’s main capital flow today

On June 2, Honglida (688330) rose 5.90% to close at 106.8 yuan, with a turnover rate of 3.62% and 20,500 lots traded. , with a transaction volume of 214 million yuan. In terms of capital flow data, on June 2, the net outflow of main funds was 22.3703 million yuan, the net inflow of hot money was 12.8527 million yuan, and the net inflow of retail funds was 9.5176 million yuan. In terms of margin financing and securities lending, in the past five days, there was a net outflow of 9.2562 million yuan in financing, and the financing balance decreased significantly; there was a net inflow of 1,000 yuan in securities lending, and the balance of securities lending increased.

Please refer to the table below for Manulife's top ten heavily held funds:

In the past 90 days, the stock has been rated by 5 institutions and bought by 5 institutions; the average target price of the institutions in the past 90 days is 144.51.

The 2022Q1 quarterly report data shows that there are 21 funds with heavy positions in this stock. The largest fund is Jinchuang Hexin Digital Economy Theme Stock A. The current scale of Chuanghexin Digital Economy Theme Stock A is 1.324 billion yuan, with the latest net value 1.4505 (June 1), up 0.42% from the previous trading day, and up 27.68% in the past year. The current fund manager of this fund is Wang Haobing. Wang Haobing’s publicly offered funds include: Jinchuang Hexin Dynamic Balance Hybrid Initiation A, which has been managed since May 6, 2023, with a return rate of 4.78%.

The top ten holdings of Chuanghexin Digital Economy Theme Stock A are as follows:

The above content is compiled by Securities Star based on public information. If you have any questions, please contact us.

Related questions and answers: What are the stocks about the digital economy? 1. Weisitong (002268): Interactive platform reply on August 19, 2020: The company participated in the formulation of "Financial Distributed Ledger Technology" issued by the People's Bank of China Safety Specification" (JR/T0184-2020) financial industry standard. The standard specifies the security system of financial distributed ledger technology, including basic hardware, basic software, cryptographic algorithms, node communication, ledger data, consensus protocols, smart contracts, identity management, privacy protection, regulatory support, operation and maintenance requirements and governance mechanisms. etc. markApplicable to institutions engaged in the construction or service operation of distributed ledger systems in the financial field. 2. Sichuan Chengyu (601107): The company indirectly participates in Xi’an Zhigui Internet Technology Co., Ltd. through its investment in Sichuan Trust Co., Ltd. The company has a “web-based digital currency wallet system based on the QRC-20 standard” and a “QRC-20 standard-based digital currency wallet system”. Two digital currency wallet software copyright patents for "Android Digital Currency Wallet System" 3. Sifang Jingchuang (300468): On September 9, 2019, the company stated on the interactive platform: The company currently has the technical reserves for digital wallets and will continue to do so according to the company's development. Strategically carry out relevant research and development work; the company's interactive platform responded on October 10, 2019. According to the issuing institution and circulation scope, digital currencies can be divided into sovereign digital currencies, super-sovereign digital currencies and digital tokens circulated in specific digital communities; The company is conducting in-depth exploration of the use of community digital tokens through its wholly-owned subsidiary, Shenzhen Qianhai Lexunfang Blockchain Technology Co., Ltd. 4. National Technology (300077): On October 16, 2019, the company’s interactive platform responded that RCC technology can support the use of digital currency in a certain environment. But there are many technical forms of digital currency. The company will actively pay attention to the development of various technologies, take market demand as the core guide, and strive to maximize the value of technological products. 5. Tianyu Information (300205): The company has products related to digital currency hard wallets. 6. Tianyuan Dico (300047): The 2019 annual report disclosed: Subsidiary Weinbet deployed a technology research and development team in the pilot area of ​​digital currency and actively participated in the development of relevant usage scenarios. 7. Tianyang Technology (300872): In the early stage of the promotion and use of digital currency, the company, as a major partner of China Construction Bank, has already participated in the technical development and testing of CCB’s digital currency. In the future, the company will actively participate in CCB’s related business needs. Project implementation. 8. Omar Electric (002668): The company began to research digital currency and blockchain technology in early 2016, and established an innovation team; in 2017, the company established a wholly-owned subsidiary, Digital Qianyuan Technology Co., Ltd., to integrate the company's team and business, and layout the region. Blockchain technology research and development by Ziju Zheng. 9. Radio and Television Express (002152): Reply from the interactive platform on August 24, 2020: The company is actively promoting the related research and development of digital currency, including the issuance and exchange of digital currency on self-service equipment, digital currency wallets, and digital currency at the gate. Scenarios such as use on machines and self-service vending machines. 10. Yuyin Shares (002177): The 2019 annual report disclosed: In terms of digital currency, the company pays attention to the progress of the central bank’s digital currency and established a digital currency research center to conduct research on the use of digital currency transaction processing on intelligent devices, combined with its own experience in With advantages in encryption and decryption, biometric identification, and secure data transmission, we carry out the research and development of digital currency software wallets and hardware wallets. Related Q&A: Which type of digital economy concept stock is most likely to grow tenfold in three years?

Industries involved in digital economyThere are many industries, but the real beneficiaries are some companies with core technologies and companies with advantageous channels. Here I am more optimistic about basic software and network security companies. These two industries have high entry barriers, technology accumulation requires a long time, and huge investment in R&D. High-tech professionals are basically recruited by advantageous companies, making it difficult for small companies to compete.

❹ The first layer of IoT: perception layer enterprise

Perception layer: underlying data collection functions, including chips, modules connecting chips and application equipment, sensors, various identification technologies, etc.< br />
1. Chip: Semiconductor chips with low power consumption and high reliability are widely used, and MCU/SoC is gradually penetrating into the field of Internet of Things. The MCU chip has low complexity and is suitable for short-distance information transportation of smart devices. It is mainly used in smart homes, consumer electronics, medical care and industrial electronics. The SoC chip system has higher complexity, richer integrated functions, and supports multiple operations. Systems with complex tasks can be applied to embedded electronic devices with complex functions, and can be used in fields such as drones, autonomous driving and industrial Internet

2. Wireless modules: provide networking capabilities for the Internet of Things The basic hardware integrates chips, memory and power amplifier devices on a circuit board and provides standard interfaces. It is an intermediate link in the Internet of Things industry, connecting the chip industry upwards and various terminal equipment downwards. Use wireless modules to achieve communication or positioning functions.

3. Sensors: As the "five senses" of objects, sensors bear the important task of collecting data and sensing the world. They are constantly developing in the direction of intelligence, high precision, and miniaturization, and the market space is vast. The combination of sensors and MEMS is a new trend in current technology. MEMS sensors integrate communication, CPU, battery and other components as well as a variety of sensors. They have the characteristics of small size, low power consumption, low cost, high integration and intelligence, and are widely used in consumer electronics. , medical and Internet of Vehicles and other fields.

Involved companies:

[Chip]

Aojie Technology: a platform chip design with the world’s scarce full-standard cellular baseband chip research and development capabilities enterprise. Since its establishment in 2015, it has been focusing on the research and development and technological innovation of wireless communication chips. The company's various chip products can be used in the consumer electronics market represented by mobile phones and smart wearable devices, and the intelligent IoT market represented by smart security, smart homes, and autonomous driving.

Xianke Electronics: A leading supplier of high-quality analog and mixed-signal semiconductor products. Founded in 1960, it mainly provides customers with power management, protection, and advanced communications. Proprietary solutions for human machine interface, test and measurement, and wireless and sensing products.

Guangxin Microelectronics: Founded in 2017, it is an integrated circuit design company that provides innovative solutions to customers. The company openedThe development includes dedicated processor chips for the Industrial Internet of Things (IIoT) and supporting edge computing, IoT connection dedicated chips for LPWA, IoT baseband processor chips, and dedicated chips for sensor signal conditioning.

Huawei HiSilicon: The world's leading Fabless semiconductor and device design company, formerly known as Huawei Integrated Circuit Design Center, was registered as an entity company in 2004 to provide external sales and services of HiSilicon chips.

MediaTek: The fourth largest fabless semiconductor company in the world. MediaTek’s core businesses include mobile communications, smart home and automotive electronics. It focuses on the development of core chipset technologies suitable for cross-platforms. MediaTek’s The chip has been optimized to operate in extremely low heat dissipation and extremely energy-saving modes to extend battery life and achieve the perfect balance of high performance, high power efficiency and networking capabilities at all times.

Unisoc: a leading company in my country’s integrated circuit design industry. The company was established in 2013 and is committed to the R&D and design of core chips in the fields of mobile communications and the Internet of Things. Its products include mobile communications central processors, baseband chips, AI chips, radio frequency front-end chips, radio frequency chips and other communication, computing and control chips. , its IoT solutions support numerous smart electronic products, including smartphones, tablets, Wi-Fi modems, home devices, wearable devices, connected car products, etc.

Movecore Communications: A supplier of ultra-low power consumption NB-IoT and Cat-M IoT chips independently developed in China. The company was established in 2017 and completed Series B financing in December 2020. The main business is the R&D and sales of cellular IoT chips, and is committed to designing the world's most cost-effective cellular IoT baseband chips.

Qualcomm: It is the world's leading wireless technology innovator and the driving force behind 5G R&D, commercialization and large-scale implementation. Founded in 1985, it was listed on NASDAQ in 1991. Qualcomm mainly develops wireless chip platforms and other product solutions. With its industry-leading technical solutions and active contributions in standards organizations, Qualcomm has become an indispensable part of empowering the wireless ecosystem.

Founded in September 2018, Noling Technology is a pioneer in exploring fully integrated, low-power wireless SoC solutions that meet the needs of IoT. As a wide-area wireless IoT chip design company, Noling Technology has top talents in radio frequency simulation, baseband communication systems, GNSS, SoC systems and software, and is committed to releasing the best SoC solutions. The company's current products include IoT system-on-chip NB-IoT and Cat-M SoCs, serving a wide range of markets including smart cities, wearable devices, asset tracking, and more.

Core Wing Information is a 5G IoT end-side SoC innovationNew leaders. Founded in March 2017, the company focuses on the research, development and sales of Internet of Things communication chips (NB-IoT). Its product XY1100 is the world's first mass-produced NB-IoT SoC with single die integrated CMOS PA. It has the advantages of ultra-low power consumption, ultra-small module design and flexible development, and can be used in smart gas meters, smart water meters, smoke sensors, Application scenarios such as electric vehicles, logistics tracking, and smart wear.

Zhilian Technology is a national high-tech enterprise specializing in chip design. Founded in September 2013, the company is headquartered in Beijing, China, and has subsidiaries and technology R&D centers in Silicon Valley, Wuhan, Hefei and other places. The company is committed to the technology research and development of wireless communication chips. It has successfully completed the mass production and tape-out of the NB-IoT terminal communication chip MK8010 in August 2019, and has implemented it in multiple industries.

ZTE Microelectronics is China's leading communications IC design company. Founded in 2003, ZTE Microelectronics focuses on the development of communication chips for communication networks, smart homes, and industry applications. It has independently developed and successfully commercialized more than 100 types of chips, covering the "carrying, access, and terminal" fields of communication networks and serving the world. More than 160 countries and regions, and has been rated as "China's top ten integrated circuit design companies" for many consecutive years.

Nordic Semiconctor is a fabless semiconductor company specializing in the research of IoT wireless technology. The company focuses on low-power wireless technology products, including short-range Bluetooth, Wi-Fi technology acquired from Imagination Technologies in 2020, and LTE-M/NB-IoT cellular IoT solutions.

Marvell is a global semiconductor solutions provider of high-performance data infrastructure products. Founded in 1995, Marvell specializes in analog, mixed-signal, computing, digital signal processing, networking, security and storage, providing products and solutions to meet the growing computing needs of the automotive, carrier, data center and enterprise data infrastructure markets. , network, security and storage needs. The company's current products mainly include two categories: network and storage.

Broadcom Broadcom is the world's leading wired and wireless communications semiconductor company. With 50 years of innovation, collaboration and engineering excellence, the company designs products and software that deliver high performance and deliver mission-critical capabilities, including semiconductor solutions and infrastructure software solutions. Semiconductor Solutions primarily includes star-level wired infrastructure businesses. (Ethernet switching chip/packet processor/ASCI, etc.) and wireless chip business (Wi-Fi chip/Bluetooth/GPS chip, etc.). The infrastructure software department mainly includes mainframe, enterprise software solutionssolutions and Fiber Channel storage area network services.

NXP NXP Semiconductors is a global leader in secure connectivity solutions for embedded applications. The company was established in the Netherlands in 2006, formerly the Semiconductor Division of the Dutch Philips Company established in 1953. It is committed to providing customers with a wide range of semiconductor product portfolios, including microcontrollers, application processors, communication processors, connection chipsets, Analog and interface devices, RF power amplifiers, security controllers and sensors, etc.

Espressif Systems is a professional IoT overall solution provider. The company was established in Shanghai in April 2008. It is a company mainly engaged in the research, development, design and sales of intelligent IoT Wi-Fi MCU communication chips and modules. The company adopts the Fabless business model and entrusts wafer manufacturing, packaging and testing to professional foundries. In recent years, the company has firmly grasped the opportunities in the smart Internet of Things industry. Its main product, Wi-Fi MCU communication chip, is currently mainly used in smart homes, smart lighting, smart payment terminals, smart wearable devices, sensing equipment and industrial control and other Internet of Things. Field

Amlogic is a leading domestic integrated circuit designer with a global presence. Founded in 2003, the company focuses on the research and development, design and sales of SoC chips for multimedia smart terminals. The chip products are mainly used in cutting-edge fields of technology such as smart set-top boxes, smart TVs and AI audio and video system terminals. The company is a typical Fabless model IC design company. It entrusts wafer manufacturing, chip packaging and chip testing to professional wafer manufacturing companies and packaging and testing companies respectively. It has long been focused on the research and development of multimedia smart terminal SoC chips. , design and sales, and has become the leader of smart set-top box chips, the leader of smart TV chips and the pioneer of AI audio and video system terminal chips.

[Cellular Module Company]

Quectel: the world's leading IoT module leader. The company was founded in 2010 and is engaged in the design, production, R&D and sales services of wireless communication modules and solutions in the field of Internet of Things. It can provide one-stop services including wireless communication modules, Internet of Things application solutions and cloud platform management. service.

Fibocom: As the first listed wireless communication module company, the past ten years have been a period of rapid development for the company's business. Founded in 1999 and listed on the GEM of the Shenzhen Stock Exchange in 2017, it became the first listed company in China's wireless communication module industry. The company is mainly engaged in the design, research and development and sales services of wireless communication modules and communication solutions for the application industry.

Meige Intelligence: the world's leading provider of wireless communication modules and solutions. Founded in 2007, MeiG Intelligence focuses on providing global customers with MeiGLink products.Brand as the core standard M2M/smart Android wireless communication modules, IoT solutions, technology development services and cloud platform systematic solutions.

Sunsea Intelligent: A leader in connection equipment in the communications industry, it was founded in 2003. In 2017, it acquired Longsun Technology and SIMCom, and became a shareholder of Ella in the United States. It was the first to realize the "cloud + terminal" in China. "The strategic layout of the Internet of Things, a key link in the development of the Internet of Things; re-established the AIoT artificial intelligence Internet of Things development strategy in 2018,

Gosuncn: the world's leading smart city Internet of Things products and services provider. Founded in 1997, the company has long been committed to the research and development of sensing, connection, and platform-related products and technologies based on the Internet of Things architecture. Starting from the downstream Internet of Things industry applications, based on general wireless communication technology and ultra-high frequency RFID technology, it integrates large-scale With technologies such as data and artificial intelligence, we have realized the vertical integration strategic layout of "terminal + application" for the Internet of Things, built an industrial cluster for big data application of the Internet of Things, and become a leader in multiple industry segments of big data application for the Internet of Things, serving more than a thousand customers around the world. . The company is currently in the stage of further focusing its strategy and resources, focusing on the two vertical application areas of Internet of Vehicles and law enforcement standardization.

Youfang Technology: Provider of IoT access communication products and services. Founded in 2006, the company is committed to providing stable and reliable access communication products and services for the Internet of Things industry. The company's main business is the research and development, production (implemented by outsourced processing) and sales of IoT wireless communication modules, IoT wireless communication terminals and IoT wireless communication solutions.

Hezhou Communication: a high-tech enterprise specializing in providing technical products and services for IoT wireless communication solutions. Founded in 2014, the company is committed to providing comprehensive solutions such as intelligent hardware, software platforms, and cloud platforms based on communication modules

TD Tech: the leader in wireless solutions in the industry. Founded in 2005, the company focuses on the innovation of wireless communication technology and products, and has three major business segments: industrial wireless, IoT & 5G, and industry customized terminals.

Ruiming Technology: the global leader in commercial vehicle monitoring. Founded in 2002, the company has focused on commercial vehicle video surveillance and Internet of Vehicles for 18 years. It is a leading company in the segmented industry, and its products cover the entire range of commercial vehicles. The company sells "general monitoring products for commercial vehicles" to exports and "information products for the commercial vehicle industry" to domestic markets. A total of more than 1.2 million commercial vehicles around the world are equipped with the company's products

[Sensors]

Obi Zhongguang: a world-leading provider of AI 3D sensing technology solutions. The company was established in 2013 and will undergo listing guidance and filing in December 2020. The company has full-stack technical capabilities from chips and algorithms to systems, frameworks, and upper-layer application support. Its main products include3D vision sensor, consumer application equipment and industrial application equipment technology products, its AI 3D sensing technology is widely used in mobile terminals, smart retail, smart services, smart manufacturing, smart security, digital homes and other fields.

Goertek: an electronic components manufacturer founded in 2001, belongs to the consumer electronics industry. Its main business can be divided into precision components business, intelligent acoustic complete machine business and intelligent hardware business.

Hanwei Technology: a leading gas sensor company, was established in 1998 and was listed on the Shenzhen Stock Exchange GEM in October 2009 as one of the first companies listed on the GEM. The company is committed to the manufacturing of gas sensors and instruments, and providing Internet of Things solutions

Lianchuang Electronics: Founded in 1998, the company's main business is the research and development, production and sales of touch display products and optics component products. The company has now formed two major business segments: optical lenses and touch display. Its main products include high-definition wide-angle lenses, flat protective lenses, mobile phone touch screens, medium and large size touch screens, display modules, touch display integrated modules, etc.
< br /> AAC Technology: The world's leading provider of smart device solutions, providing proprietary technology solutions in the fields of acoustics, optics, electromagnetic transmission, precision structural parts, radio frequency antennas and other fields. The company was founded in 1993. The company is an industry champion in many subdivisions such as electromagnetic devices, radio frequency antennas, and precision structural parts. It is also an important supplier of 5G antenna products

Ruichuang Microna Company is a Specializing in the design and manufacturing of application-specific integrated circuits, infrared thermal imaging chips and MEMS sensors, it was established in 2009. The company has completely independent intellectual property rights and provides customers around the world with excellent infrared imaging MEMS chips, infrared detectors, ASIC processor chips, infrared thermal imaging and temperature measurement cores, infrared thermal imaging cameras, and laser product optoelectronic systems.

Yuanwanggu: A representative enterprise in my country's Internet of Things industry, founded in 1999. The company's main business is focused on the perception layer and application layer of the Internet of Things, providing system solutions based on RFID technology for multiple industries. Programs, Products and Services.

Jinyi Technology: a provider of smart transportation and IoT core equipment and solutions. The company was founded in 2004. The company's products mainly include highway ETC products, parking lot ETC products, multi-lane free flow ETC products and path identification products based on radio frequency technology.

Hangzhou Silan Microelectronics: an enterprise specializing in integrated circuit chip design and production of semiconductor microelectronics related products. The company was established in 1997 and listed on the main board of the Shanghai Stock Exchange in March 2003. The company's main products are integrated circuits and related application systems and solutions. The company's main products include integrated circuits, semiconductor discrete devices, and LED (light-emitting diode) products.

Crystal Optoelectronics: A company specializing in the design, R&D and manufacturing of the optical optoelectronics industry, and focusing on providing a full range of optical and optoelectronic related products and services to industry-leading customers. The company was founded in August 2002

Minxin Co., Ltd.: Founded in 2007, it is a high-tech enterprise specializing in the research, development, design and sales of microelectronic mechanical system sensors. It is also the only domestic company that masters multi-category MEMS. A listed semiconductor chip company with chip design and manufacturing process capabilities. Its main products include MEMS microphones, MEMS pressure sensors and MEMS inertial sensors

Bitron Technology: Founded in 2005, wireless sensor network system solutions and MEMS sensor chip provider

Goodtech Electronics: Founded in 1990 and listed on the main board of the Shenzhen Stock Exchange in 2006, it is a complete manufacturer of design, manufacturing, packaging and sales in the domestic semiconductor discrete device diode industry. .

[Perceptual Interaction Company]

Mobvoi: an AI company with voice interaction and the combination of software and hardware as its core. The company was founded in 2012. As an artificial intelligence company selected into the "Top 100 New Infrastructure Industry Unicorns", Mobvoi has a complete "end-to-end" voice interaction related technology stack, including sound signal processing, hot word wake-up, and speech recognition. , natural language recognition, natural language understanding, speech synthesis and other cutting-edge technologies.

Hanwang Technology: A pioneer in the domestic artificial intelligence industry. Founded in 1998, it has been deeply involved in the field of artificial intelligence for more than 20 years. It is a software developer and supplier in the field of pattern recognition. Its main businesses include "Face and biometric recognition", "Big data and services", "Smart terminals", "Pen touch and trajectory", etc.

iFlytek: Well-known smart voice and artificial intelligence in the Asia-Pacific region is on the market Enterprise, the company was founded in 1999. The company's main business includes research on core artificial intelligence technologies such as speech and language, natural language understanding, machine learning reasoning and autonomous learning, artificial intelligence product development and industry application implementation. As a pioneer in China's artificial intelligence industry, iFlytek has been deeply involved in the field of artificial intelligence for 20 years. The company is committed to making machines "can listen, speak, understand and think" and use artificial intelligence to build a better world. It has formed significant achievements in the development process. competitive advantage.

Sound Intelligence Technology: a platform service provider that integrates acoustics and artificial intelligence technology, and is also a pioneer in the field of global artificial intelligence operating systems. The company was founded in April 2016. It has far-field sound and light fusion algorithms such as acoustics and vibration, speech and semantics, image and video, as well as the open source and open One Yuan Artificial Intelligence Interaction System (SoundAI Azero), which has sound and light fusion perception, human Machine intelligent interaction, content service aggregation, data intelligent analysis, IoT controland instant messaging capabilities.

Yunzhisheng: a high-tech enterprise dedicated to the AI ​​industry. It was established in June 2012 and is headquartered in Beijing. The company started with AI voice technology. After years of experience and technology accumulation, it has gradually built a technology pool covering machine learning platform, AI chip, voice language, image and knowledge graph and other technologies, becoming an independent company with the world's top intelligent voice technology. Horned Beast

[Biometric Enterprise]

SenseTime: the world's leading artificial intelligence platform company, and the first national new generation of "intelligent vision" designated by the Ministry of Science and Technology of China Artificial intelligence open innovation platform. The company independently developed and established the world's top deep learning platform and supercomputing center, and launched a series of leading artificial intelligence technologies, including: face recognition, image recognition, text recognition, medical image recognition, video analysis, driverless and Remote sensing etc. SenseTime has become Asia’s leading AI algorithm provider.

Shenzhou Taiyue: A high-tech company committed to integrating artificial intelligence/big data technology, Internet of Things communication technology, and ICT technology to vigorously improve the quality and efficiency of industry/enterprise organization informatization and intelligence. enterprise. The company was founded in 2001

[Device-side BIoT]

Bitmain: It is a world-leading technology company founded in 2013. Based in China, the company integrates cutting-edge R&D resources with a global perspective and focuses on the design and development of high-speed, low-power customized chips. Its products include computing chips, computing servers, and computing clouds, which are mainly used in the fields of blockchain and artificial intelligence.

❺ Analysis of the development prospects of the security industry in 2020

In recent years, the security industry has been booming, and new entrants have continued to pour in, and they are all people with strong capital. Therefore, the scale of my country's security market is expanding. Next, I have compiled an analysis of the development prospects of the security industry in 2020 for everyone. Welcome to read!

The security industry will usher in five major development opportunities in 2020

In the past 2019, for many security It has been a year of declining harvests for enterprises. Externally, we have been affected by the Sino-US trade war, the competition between major powers, and the damage to security. This is not optimistic for every enterprise involved in international affairs; internally, we have welcomed the impact of enterprises such as Alibaba. The addition of new rivals and partners like Tencent and Tencent has made technological changes more rapid and made people more nervous.

Alibaba’s investment in Qianfang Technology has undoubtedly become another “top player” in the security industry

In this year, we have seen that the former security manufacturers are in deep trouble due to financial problems. Stuck in the quagmire, we have also seen many security companies being annexed or acquired. But we are still the world's number one security country. We are even at the top among the top 50 security companies in the world. As the environment gradually stabilizes, we willThe year has ushered in new opportunities and challenges.

Today, Bangnijun will sort out five opportunities that will be beneficial to the security industry in 2020 based on what happened in the past year.

1. Pan-security continues to deepen, and the potential market for intelligent security is huge

From "no AI, no security" in 18 years to focusing on implementation in 19 years, we found that not only artificial intelligence When entering the security industry, security companies are also using their unique fields to radiate into other markets.

Smart transportation, smart access control, smart elderly care, public security big data...the construction of these scenarios has become the "new blue ocean" that security companies are competing to bet on. Taking smart transportation as an example, the Ministry of Transportation alone plans to invest 2.7 trillion yuan in building smart transportation. Not to mention the various manufacturers that enter at low profits in order to seize the market.

The advantages of algorithmic computing power provide a strong boost to the "pan-security" trend

With the continuous improvement of algorithmic computing power, the non-civilian part of intelligent security will show its performance in 2020 Huge construction boom. But there is no free lunch in the world, and various pain points during the construction process require more scenario-based solutions. And most needs are not something that one or two companies can perfectly bear.

Just as Hikvision claims to be a solution provider for the Internet of Things, what the industry will need in the future will not be competitiveness in a single field, but the resource integration capabilities of the entire industry. Who can integrate resources to form a Whoever has a powerful solution can take the lead in the pan-security market.

If in the past everyone competed for turnover, profit, and who is the leader in the industry, then in the era of pan-security, what companies have to compete for is resource integration capabilities, not who is competing in a single field. Earning more is more about being able to bring everyone together to earn money. This is the "good cat" that Deng Gong said can catch mice.

2. The time has come for the artificial intelligence industry to face a reshuffle in the security and defense industry.

In the past, we all said that with the development of artificial intelligence, how many people in the industry would be left without a living? But now What? How many people engaged in the artificial intelligence industry are not in danger?

It is true that the artificial intelligence industry is still one of the industries with the highest employee salaries and benefits, but the obvious reality is that it cannot be quickly put into application of artificial intelligence companies will quickly wither.

The theme of the AI ​​industry in 2020: reshuffle

According to statistics obtained by the Beijing Economic and Information Commission, 70% of the country’s artificial intelligence companies cannot obtain venture capital, and Obtaining venture capital does not mean immunity from death. In this regard, someone even compiled a list. The AI ​​companies that died on it were all "stars of hope" that had received tens or even hundreds of millions of yuan in financing. They are all dead, who can escape? The latest data also shows that in 2019 alone, 92,000 AI companies died. In this environment, in 2020? Which artificial intelligence company can still endureThe urge to realize and implement?

The fact is that in this pragmatic world of capital, few people have the patience to wait for you to turn the pie you drew into reality step by step. Capital is more willing to chase fast food. Those who can A package that can be realized immediately.

In this environment, the artificial intelligence industry may become a "gold rush" for various industries in 2020, and the security industry is no exception. Whoever can better empower the industry with technology will continue to survive. For the security industry, artificial intelligence has helped the industry complete a technological leap in recent years, and technologies with promising market prospects such as face recognition, low-light cameras, smart bayonet and even pan-security products are obviously inseparable from these artificial intelligence. enterprise.

Under the premise of this two-way demand, opportunities have clearly arrived. In 2018, my country's AI+ security market size has reached 13.5 billion yuan, and the turnover obtained by AI for some leading security companies has exceeded 8%. Today, two years later, a new round of competition for the artificial intelligence industry in the security industry will also begin. Whoever can better serve their own products with technology and implement it better will seize the opportunity.

3. The commercial use of 5G technology brings many possibilities

Just as 4G technology makes real-time transmission of surveillance images, cloud technology and other technologies possible. The nationwide commercial use of 5G technology also brings new possibilities to the security industry.

5G at the forefront

From a technical perspective, the transmission efficiency provided by 5G can provide more possibilities for security equipment. Ultra-high-definition cameras, more intelligent module installations, real-time cloud storage and other functions all require the support of 5G technology.

Just as the real-time video transmission brought to us from 3G to 4G requires an evolutionary process, the implementation of 5G technology is still widely considered to be too early and too costly in the general environment. But new things will always replace old things. It will be too late to consider the necessity of developing 5G when 5G is truly mature and applied.

With the continuous development of the Internet of Things, the 5G environment provides conditions for security to realize the interconnection of all things. The Internet of Vehicles, Internet of Things, smart cities, and drone network construction are all inseparable from the application of 5G technology. Today's 5G field is in the layout and technology discovery stage just like the artificial intelligence field in the first two years, but everyone also knows the importance of 5G technology. As the first year of large-scale deployment and mature application of 5G technology, 2020 is bound to show powerful possibilities.

How much security can grow on this basis is worth looking forward to.

4. Data Security and Data Storage

With the advent of smart security and 5G era, the capacity of video data has experienced a blowout development. Still facing huge challenges in reading and writing speed.

Intelligent security’s requirements for hard drives mainly focus on three aspects: efficiency, capacity, and power consumption.This has put forward new requirements for traditional hard drive manufacturers. Seagate and Western Digital have launched high-efficiency security storage hard drives of more than 14TB this year. However, in the face of the increasing storage demand in the security industry, traditional hard drive manufacturers are still facing serious challenge.

Customized, large-capacity, high-performance traditional hard drive manufacturers continue to deepen their focus on security

In addition, with the development of 5G technology, cloud storage technology has become increasingly popular among security manufacturers. Storage method, although cloud storage currently has shortcomings such as high cost, limited data storage time, and unstable transmission efficiency, this centralized storage method is more convenient for platform-based management and control centers. This is also a major trend in the current security development. With the development of data transmission technology, cloud storage has broad development prospects in the security industry in the future.

Today, artificial intelligence and cloud technology are developing too fast, and information security measures have not been followed up in time, which has led to frequent data breaches since the second half of last year. These incidents endanger users' privacy and data security all the time. When data security cannot be guaranteed, how can you let users choose your device?

Alipay’s facial recognition has also been cracked, and data security research and development is urgent

In fact, data security is Problems do not arise in a day or two. The current data security problems faced by security are reflected in several major aspects: information islands, top-level design, algorithm application defects, and lack of policy systems and technical standards. In this environment, enterprises are like "data chimneys". Technology, R&D, service scope, and development platforms all show non-uniform characteristics, and the non-uniformity in these aspects further leads to the occurrence of vulnerabilities. Frequent occurrences, thereby endangering user data security.

In addition, malicious programs, various types of phishing and fraud are emerging in an endless stream. User privacy and data trafficking have even formed a complete industry chain. These have brought huge hidden dangers to the security industry.

In order to solve these hidden dangers, the related data security market emerged as the times require. In the new year as smart security continues to accelerate, it is believed that the scale of the data security market will also further expand.

5. Strong policy support

As the Sino-US trade war continues to expand, Hikvision and Dahua have been included on the list of trading entities. Now even ordinary people know that China What security can do makes the United States extremely fearful. Where there is oppression, there is resistance. In 2020, China is expected to introduce a large basket of favorable policies or standards for the security industry. Here is a brief summary of this. The specific situation is as follows:

In terms of video surveillance, There are "Regulations on the Management of Network Audio and Video Information Services", "Specifications for Collection of Video Image Information in Key Public Security Areas" and "Safety Requirements for Light Radiation of Active Lighting Components of Video Surveillance Systems". At the same time, export-oriented companies need to pay additional attention to California's CCPA Data Act, which will impose many restrictions on export-oriented security companies.

In terms of public safety, the "Measures for the Safety Management of Road Transport of Dangerous Goods", "Measures for the Management of Special Public Security Services of Liaoning Province", "Anti-theft Safes (Boxes)" and General Technical Requirements for Vault Doors, as well as 19 safety items issued by the Ministry of Emergency Management Production industry standards will be officially implemented in 2020.

In terms of industry, "Industrial Structural Adjustment Guidance Catalog (2019 Edition)" and "Technical Requirements for Home Security Intelligent Management Systems".

Finally, there are supporting policies. In this regard, there are "Action Outline for Promoting the Development of Comprehensive Transportation Big Data (2021-2025)", "Opinions on Promoting the Development of "Internet + Social Services"", and other policies that are worthy of We pay attention. A series of new support policies are bound to emerge for 5G commercial use and smart security. Maintaining close attention will also bring certain development opportunities to security companies.

Conclusion:

Where there is demand, a market will be born. Smart security is now like a rocket taking off at high speed. The faster the rocket, the less the outer protective layer will be lost. The more serious it is, and the various gaps created are the birthplace of the future market. Whether it is new transmission technology, storage technology or even data security, these are all products born with the development of intelligent security.

The market for new things is always full of vitality. In the second decade of the 21st century, whoever can grasp the new direction of the development of these industries will be able to better take the initiative.

Understand the general trend of the security industry in 2020 through the eleven major trends

Looking back on the development of the security market this year, on the one hand, under the influence of government policies at all levels, AI, IOT, Emerging technologies such as 5G and blockchain continue to integrate with the security industry, creating a huge market growth space, and emerging products and solutions from companies continue to emerge.

On the other hand, as the traditional security market becomes increasingly blurred and expanded driven by technology, more and more companies are crossing over into the security industry, applying the massive data in the security industry to wider areas, thereby Continuously expand the industrial ecosystem.

However, in addition to the updates and iterations of product solutions, problems such as network security, data islands, and scenario-based operation and maintenance also plague the development of the industry market, requiring enterprises to continuously improve in the implementation of the industry. Improve.

In 2020, how to seize industry development opportunities and achieve better development and commercialization of emerging technologies will become the key for many security companies to occupy a place in the fierce market competition.

In order to let everyone better understand the development trend of the security industry in 2019, CPS China Security Network has sorted out the new development trends of the security industry in 2019 for your review.

5G+ video surveillance has started to be put into practice

In 2019, driven by the promulgation of 5G pilot cities and 5G commercial licenses by the country, 5G technology with large bandwidth, low latency, and large connections hasThe integration between various industries has become a hot topic of social concern, and the security industry is no exception.

At the 2019 CPSE Security Expo, Huawei, ZTE, Infineon and other companies all presented 5G+ security products. In early December, Huawei teamed up with Yuncong Technology and Shanghai Unicom to implement 5G+4K+AI video surveillance for the first time in China at Zhangjiang Artificial Intelligence Island in Shanghai.

Comment: According to Gartner predictions, outdoor video surveillance is expected to become the largest market for 5G IoT solutions in the world by 2022, which has also attracted countless video surveillance and IoT companies to invest in the commercialization of 5G. middle. However, at this stage, unfavorable factors such as insufficient base station construction and high implementation costs will continue to affect implementation development.

Video surveillance welcomes the blue ocean of ultra-high-definition video applications

In March 2019, the Ministry of Industry and Information Technology, the State Administration of Radio and Television, and China Central Radio and Television jointly issued the "Ultra-HD Video "Industrial Development Action Plan (2019-2022)", video surveillance ushered in the blue ocean of ultra-high-definition video applications.

The "Action Plan" states that it will clearly follow the overall technical route of "4K first, taking 8K into consideration" to vigorously promote the development of the ultra-high-definition video industry and applications in related fields.

Among them, in the field of security monitoring, the future will accelerate the research and development and mass production of ultra-high-definition surveillance cameras; promote the upgrading and transformation of security monitoring systems; support the development of face recognition, behavior recognition, and target classification based on ultra-high-definition video and other artificial intelligence algorithms; improve monitoring range, identification efficiency and accuracy; create a batch of intelligent ultra-high-definition security monitoring application pilots.

Comments: For a long time, policies have been a powerful booster for the development of my country’s security industry. Since the issuance of the "Action Plan", the market value of listed companies in the security industry such as Ingenics, Hikvision, and Dahua Technology that are closely related to ultra-high-definition video surveillance has increased, which shows the huge impact of the plan on the industry. . New products such as ultra-high-definition cameras and ultra-high-definition displays are also emerging in the industry.

The collision of blockchain and security industry

On October 24, 2019, it was pointed out in the 18th collective learning session that the integrated application of blockchain technology in new technologies plays an important role in innovation and industrial change. Blockchain should be regarded as an important breakthrough for independent innovation of core technologies, clarify the main direction of attack, increase investment, focus on conquering a number of key core technologies, and accelerate the development of blockchain technology and industrial innovation.

This has also opened the curtain on the integration of various industries with blockchain technology. Security companies such as Doer Intelligent Control, Zhongkong Intelligence, Guangdian Express, and Infineon are also exploring and deploying in the blockchain field.

In addition to releasing solutions and exploring the combination of blockchain and smart cities with the State Key Laboratory of Surveying, Mapping and Remote Sensing Information Engineering of Wuhan University and Bitmain, Infineon will also participate in its "Hunan Smart Chinese Project" "Under construction on the blockChain technology for real-time deployment.

Comment: In the context of the increasingly popular construction of smart cities, especially the construction of the Guangdong-Hong Kong-Macao Greater Bay Area, the high data protection characteristics of the blockchain itself also provide a strong guarantee for smart city data transmission and storage. . At present, more and more cities are beginning to try to promote the application of blockchain technology in smart city projects.

The main theme of the second half of security - AIoT

Under the impact of the wave of intelligence, the security industry is undergoing changes at both the technical and market levels.

At the 2019 CPSE Security Expo, in addition to traditional security companies, there are companies in the fields of AI, Internet, ICT, communications and other fields that are deploying in the security field. The massive data generated through the Internet of Things is stored in the cloud or at the edge, and then analyzed and processed through deep learning to achieve structured processing of video data by front-end cameras and create an ecological closed loop.

Comment: AIoT makes the boundaries of security increasingly blurred. In the future, security may only be a business in the AIoT industry. This has also enabled in the current industry, industry leading companies, artificial intelligence companies, and cross-border companies to begin strategic cooperation with the upstream and downstream of the security industry chain such as traditional manufacturers and integrator engineering companies to jointly develop the AIoT market.

The first year of data center

With the continuous development of urban intelligence, the application of data governance in cities is also increasing. How to break data silos has become a part of urban governance. Big pain point.

Based on this, digital twins and data middle platforms that can empower huge urban scenarios according to industry needs, tap deep data value, and realize refined urban management are beginning to come into view.

At the 2019 CPSE Security Expo, Dahua Technology, Jiadu Technology, Oriental Networks, Gosuncn and other companies all brought relevant digital twins, smart twins, and data center products to the display.

These products are essentially based on the basic processes of front-end data collection, intermediate data aggregation, and back-end data application. They are continuously expanded and derived, and applied to different scenarios.

Comments: From the establishment of Xiongan New Area to the construction of the Guangdong-Hong Kong-Macao Greater Bay Area, in recent years, under the influence of artificial intelligence and the Internet of Things, the city’s intelligentization process has continued to accelerate, and the surge in data has also impacted the city’s data governance. Ability puts forward higher requirements.

Against this background, the data center emerged spontaneously, which also opened up a vast market space and attracted many security companies to conduct research and development.

3D face recognition may become a mainstream trend in the industry

Face recognition is an important technical application of artificial intelligence. In the process of artificial intelligence rapidly landing in the security industry, face recognition is playing an important role in the security industry. The industry has also set off a trend of "face brushing". From attendance control to community entrance and exit access control, to urban security management, face recognition can be seen everywhere

At the same time, security issues regarding face recognition have also remained high.News about using video pictures and three-dimensional face models to crack facial recognition also occurs from time to time.

Against this background, more secure 3D face recognition has begun to achieve research and development in many fields such as smart locks, access control, and video surveillance. At the 2019 CPSE Security Expo, Dahua Lecheng released the industry’s first AI face recognition video lock equipped with 3D structured light.

Comments: Face recognition can be said to be the most representative application of artificial intelligence in security. A large number of popular face scanning scenarios have gradually exposed the disadvantages of 2D face recognition. Although live body, infrared and other technologies are currently installed on face recognition products on the market, more secure 3D face recognition display is the direction of industry application.

State-owned assets invest in security companies

On March 2, 2019, Hanbang Hi-Tech announced that it planned to transfer 8.5 million shares of the company held by Wang Liqun, the company’s controlling shareholder and actual controller, to Beijing Qinglv Zhongbing Asset Management Co., Ltd. After the transfer is completed, Beijing Youth Travel Service Zhongbing will become the company's major shareholder holding more than 5% of the shares.

On July 14, 2019, Jieshun Technology issued an announcement that the company’s controlling shareholders and actual controllers Tang Jian and Liu Cuiying entered into an agreement with Shenzhen Special Economic Zone Jianfa Smart Transportation Investment Partnership (Co., Ltd.) on July 12, 2019. Partnership) signed the "Share Transfer Agreement". After the transfer is completed, Tejianfa Intelligent Transportation will become the second largest shareholder of Jieshun Technology.

On September 3, 2019, Oriental Netpower received the anti-monopoly review approval document transferred from Sichuan Investment Information Industry. According to the relevant agreement previously signed, the company’s controlling shareholder is now changed to Sichuan Investment Information Industry, and the company The actual controller was changed from Liu Guang to Sichuan Provincial State-owned Assets Supervision and Administration Commission.

On November 18, 2019, Infineon's controlling shareholder JHL and actual controller Liu Zhaohuai signed a "Share Transfer Agreement" with Shenzhen Investment Holding Co., Ltd. JHL planned to transfer its holdings of Infineon to Shenzhen Investment Holdings Co., Ltd. 59.9338 million shares, accounting for 5% of Infineon’s total share capital. After the implementation of the "Share Transfer Agreement" is completed, Shenzhen Investment Holdings will hold a total of 26.35% of Infineon's equity and gain control.

Comments: As a G-end and B-end market, security is mainly oriented to the G-end and B-end. The participation of state-owned capital will not only solve the financial problems of security enterprises, but also bring market and project support, so as to achieve better results. develop.

Artificial intelligence is moving towards the implementation of scene operation and maintenance

Nowadays, artificial intelligence no longer only exists in computer vision, but also in ISP, transmission, storage, operation and maintenance and other aspects of artificial intelligence. .

At the 2019 CPSE Security Expo, artificial intelligence has almost become a "standard feature" for companies to participate in the exhibition, and more and more companies are exhibiting platform products such as operation and maintenance intelligent platforms. Some companies say that a one-time transaction of selling hardware and technology is far better than buying continuous services of operation and maintenance.

Comment: In the context of the ever-expanding security boundaries, artificial intelligence isThe implementation in the security field has also moved from the first half of "algorithm-computing power-data" to the second half of "plan-implementation-operation and maintenance". In addition to providing technical products, the operation and maintenance platform that can aggregate and analyze data has also been favored by many users.

Cloud-edge integration is accelerating

At the 2017 CPSE Security Expo, Hikvision officially released the Hikvision AI Cloud concept, advocating the implementation of edge nodes, edge The "cloud-edge fusion" computing architecture composed of domains and cloud centers realizes "edge computing + cloud computing" from end to center, truly making edge perception more accurate, data aggregation more efficient, multi-layer cognition more intelligent, and hierarchical The application is more practical.

Two years have passed in the blink of an eye. At the 2019 CPSE Security Expo, Hikvision fully demonstrated the latest achievements of Hikvision AI Cloud in terms of software, hardware, solutions, and practical application cases.

CPS Zhongan.com learned that typical application projects based on the Hikvision AI Cloud material and information integration data platform have covered 24 provinces and regions and nearly 100 cities across the country, providing public security, emergency command, people's livelihood services, and urban Provides intelligent IoT solutions and big data services in operations, traffic management and other fields.

Comment: From the first proposal of the "AI Cloud" strategy in 2017 to the release of a number of new software and hardware products under the strategy at the CPSE Expo in 2019, Hikvision's exploration of cloud-edge integration has gone further. further and achieve considerable project implementation results.

The concept of software-defined cameras is further expanded

On October 29, Huawei held a conference in Shenzhen titled "Insight into the present and foresee the future - 5G+AI+video to accelerate the intelligence of thousands of industries." Huawei Intelligent Security Industry Summit with the theme of "Upgrade". Huawei proposed to redefine the platform technology architecture for the 5G+AI era, upgrade SDC (software-defined camera) to HoloSens SDC, upgrade IVS (intelligent video cloud) to HoloSens IVS, and accelerate the 5G+AI era with a new ecosystem and new platform. Intelligent upgrade of all industries.

In addition, Huawei also launched the Huawei HoloSens Store, an intelligent video algorithm mall based on intelligent vision and perception. It uses Huawei products as the core base to carry intelligent algorithms, providing a comprehensive solution for rapid development, convenient ordering, and agile operation. Process services provide a variety of entry models and business model combinations.

Comment: Software-defined cameras have always been an important step for Huawei to enter security. In 2019, in addition to releasing new hardware products, Huawei also released an algorithm platform to improve its "software-defined camera" ecosystem. Against the backdrop of accelerated application in the artificial intelligence security industry, Huawei will bring more scenario understanding.

AI ultra-low light technology can control light pollution in the industryNew weapon

For a long time, due to the limitations of nighttime ambient light sources, insufficient imaging technology and other factors, the nighttime imaging effect of surveillance cameras has been unsatisfactory. In order to meet the needs of video image imaging, high-intensity fill lights have been widely used.

However, while the fill light increases the brightness, the dazzling light also seriously affects the personnel's vision and brings safety risks. However, the current mainstream intelligent fill-light technology is easily affected by many factors such as scene, cost, reflective materials, etc., and its application effect is limited.

To this end, relying on years of accumulation in basic ISP image modulation technology, Kodak released the AI ​​ultra-low light series cameras at the 2019 CPSE Expo. By using self-developed deep learning image enhancement algorithms, it significantly Reduce the reliance of previous surveillance cameras on fill lights, fully restore the color and texture of objects while improving image brightness.

Comments: In daily traffic, high-intensity camera flash capture has always been a major problem that car owners "hate". Under the trend of intelligence, technologies such as super starlight and black light have begun to expand towards this pain point. I believe that Kodak's AI ultra-low light technology will also bring new understanding to the industry.

The market size of the security industry is expected to exceed 800 billion in 2020, but there are very few people with annual revenue of tens of billions

In recent years, the security industry has been booming, with BAT, Huawei, and artificial intelligence The four little dragons all came to "have a chip in." New entrants are constantly coming in, and they are all well-capitalized. Therefore, the scale of my country's security market is expanding. In 2016, the security market scale exceeded 500 billion yuan, and the security market scale will reach 800 billion yuan in 2020. Why is the security industry market so big, but there are so few people with an annual revenue of tens of billions? Experts believe that an important reason why there are few large companies in the security industry is product homogeneity and insufficient technological innovation. At present, whether it is an established security company or a new start-up, the technological gap between the two is gradually narrowing. There is a gap between artificial intelligence algorithms and accuracy, but it is not large, and there is no "one-size-fits-all" one. In addition, the security market still has a lot of TOB business, which relies more on government orders. Large companies with strong capital have an advantage. It is difficult for new companies to go it alone and more of them need to cooperate with local integrators.

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❻ List of beneficiary stocks related to Apple’s press conference

List of beneficiary stocks related to Apple’s June 7 Developer Conference! (attached shares)

Supplies to two major foreign giants and is also a supplier to two major domestic giants.

Guoguang Electrical Appliances: In the fruit chain, the company has always been the main supplier, and it has the same technology as the head display. The company is expected to follow Apple’s head display designThe popularization of equipment has led to a surge in performance. The company also explained on the interactive platform that it will develop acoustic modules for pico and plans to put them into production in the second half of 2022. It will also develop acoustic modules and complete machine production business for Qiyu (Q customer). In fact, the minutes show that the company has already hinted at its business layout. It was emphasized that the company's VR acoustic module achieved rapid growth in 2021 and will maintain high growth in 2022. Guoguang Electric is on the high-speed track of automobiles. This time, through the catalysis of global VR/MR by Apple head-mounted display equipment, the business of M customers, domestic P customers, and Q customers, which have already been deployed, are expected to be obtained. A full blown outburst. And the company introduced a state-owned capital platform. Can it fully show the "light of domestic products"? Hardware field

1. 5YW055Ge56eR5oqA: Mainly provides VR supporting parts and components for the top ten customers in the global intelligent terminal industry, mainly for export

2. Zhuoyi Technology : The company has independently developed AR glasses

3. Linda Co., Ltd.: The company’s naked-eye 3D medical display is in the trial production stage and supports mixed reality applications

4. Sudaweige : The company has conquered the key technology of mass production of "nano waveguide light field lenses", and the design and manufacturing of waveguide lenses is one of the core technologies of AR helmets and the main source of cost

5. Gosuncn: Company It has AR products and software system products for two major application scenarios: public security and traffic police

6. Yinjiang Shares: Tingqiao invested US$5 million in Magic Leap, a world-renowned AR technology company

7. Lianchuang Electronics: The company is an internationally renowned MR company. Projection lenses and binocular vision lenses have been leased and used in 102.42MR and VR systems respectively. Lenses in the MR field have been shipped

8. Crystal Optoelectronics: The company has projection optical components for AR terminals

9. Goertek: The company has participated in the manufacturing of Microsoft's new generation of MR machines. The product is on the market and uses the copyright of mixed reality medical teaching simulation system software V1.0

10. BOE A: The company has launched a 5.7-inch UHD VR all-in-one machine and AR smart glasses, and has also invested US$5 million. AR Smart Glasses Meta Company

11. Guoguang Electric Co., Ltd. OEMs acoustic modules in VR equipment for client F, an international top platform company. This acoustic module can be applied to various types of VR equipment. VR products are a category of products that have seen explosive growth for the company. In the future, the company will seize the opportunity to acquire more VR products and AR product shares.

Software field

1. Yishang Display: The company's main business is exhibition display services (AR shopping). The virtual display business will use mixed reality MR. Three-dimensional digitization and other technologies can be applied in MR

2. Hengxin Dongfang: The company has technical reserves in mixed reality, and some of its film works have won the Golden Duo Award in the 3rd China VR/AR/MR Creation Competition

3. Nengke Shares: Using mature VR/ AR/MR technology supports the realization of manufacturing business scenarios, and its technical application level is at the same level in the industry

4. Baotong Technology: The holding company mainly develops new businesses in the field of VR/AR/MR And combine cloud computing to innovate new game business models to promote the implementation of technology in game scenes

5. Jebsen Holdings: The company’s technical team has ensured the MR mixed reality packaging of CCTV’s 2019 Spring Festival Gala main site
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6. Shunwang Technology: The company has developed a mixed reality platform project based on blockchain technology to support digital assets

7. Digital China: The company has accumulated independent property rights for mixed reality. Public cloud solutions

8. Shaangu Power: The company completed the overall planning of process intelligence and realized MR mixed reality display

9. Leyard: The company is VR /A provider of AR open interaction platforms and solutions, and the full-sensory project laboratory "Robot Battle VR" jointly created with iQiyi

10. Donghua Software: The company has become the first in China A multi-camera remote surgery live broadcast based on 5G+VR+MR, and also launched a 5G+VR medical guidance and education platform

Content areas

1. Lingnan Shares: The subsidiary mainly produces large-scale immersive VR and MR projects for theme parks

2. Doushen Education: The company's large-scale Chinese diversified teaching projects will develop and design using MR and other interactive technologies as auxiliary tools Innovative educational experience

3. Huace Film and Television: The company holds 6.4% shares of Beijing Lanting, an AR/VR digital multimedia product production company, and participates in Magic Leap, the leading AR company

4 , Jinke Culture: The company owns "Tom Cat AR Learning English" children's early education AR cards, etc.

Other stocks:

Huaxing Yuanchuang: The company has relevant cooperation with Apple MR glasses .

Changying Precision: The company has obtained Apple's global supplier qualification and has been supplying products in batches.

Wufang Optoelectronics: The company’s product infrared cut-off filterand biometric filters are one of the essential components of the camera module.

United Optoelectronics: Based on Fresnel lens technology and other optical component technologies required for VR/AR, it has successfully developed an all-in-one VR/AR machine.