Event: Tian Wenke, general manager of customer department of China Unicom Group, said at the "2016 National Internet of Things Technology and Applications Conference" held in Nanjing recently that China Unicom plans to launch NB-IoT based on 900MHz and 1800MHz in more than five cities this year Scale network test and business demonstration. Formal commercial aspects, China Unicom plans to promote commercial deployment of NB-IoT in major cities by the end of 2016 and 2017 and will start to push forward the commercial deployment nationwide in 2018. 1, Internet of Things has become the key direction of operator transformation, NB-IoT standard is promoted. The Internet of Things (IoT) has become the key direction for telecom operators' transformation. Based on the fact that the people-to-people mobile Internet is becoming saturated, Internet of Everything becomes a new point for boosting the operator's revenue and improving the network operation efficiency. Although China Unicom started its business late in the Internet of Things but started fast, it rapidly deployed its domestic market with the cooperation with Jasper on the platform layer. This project promulgates NB-IoT outfield trial, which means the network layer is enlarged. Based on the operator's existing cellular network, NB-IoT is the standard direction recognized by operators and equipment vendors. China's three major carriers to speed up the IoT platform layout, focus on the connection management platform, and application development platform to expand and drive business growth. Mobile, China Unicom, Telecom new subscribers this year are expected to be 30 million, 20 million, 12 million, totaling 62 million. We elaborate and analyze the NB-IoT and the IoT Ecology in the Internet of Things Deep Report Volume I: Everything Connected, Connected Ecology on May 8th. 2, the scale of the market trillion, software platform is the core of the industry's ecological things. It is estimated that there will be 50 billion connections in the world in 2020, which is 6-7 times of the current number of connections. The market scale of China's Internet of Things will exceed 2 trillion yuan, which is twice as large as the current telecom operation. The Internet of Things (IoT) is experiencing an industry giants such as hardware, sensing and other basic equipment upgrading to software platforms and vertical industries, transformation of ecological value chains to software platforms, application support platforms and connection management platforms. Carrier Placement CMP has the advantages of innate network, Internet AEP layout and application advantages, both of them penetrate each other. Foreign Internet of Things leading domestic platform, the birth of Jasper, Ericsson DCP and other leading enterprises, the country is still in its infancy. 3. Investment advice: focus on the layout of the operating platform and vertical business applications. Internet of Things segment 2016 - 2017 average growth rate of 79%, 58%, PE mean 66x, 41x, PEG at 0.8 or so. The combined effect of high industry growth and outsourcing M & A has become the driving force of the company. Focus on platform companies and vertical industries. Internet of Things key combination: Yi Tong Century, Guomai technology, spinning pole information, earth science and technology. Recommended attention: think of a medical benefit, Sheng Road Communications, ST Mall, ZTE. Risk Warning: Operators to promote less than expected, the standard setting process is lower than expected, the policy to promote less than expected, IoT information security support lag Ctcp Plate,Thermal Plates For Roofing,Coating Ctp Offset Plate,Digital Thermal Plates SUZHOU HUAGUANGBAOLI PRINTING PLATE CO.,LTD , https://www.huabaoiguang.com
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