Next-generation information technology

Introduction

Inthe“TwelfthFive-YearPlan”,itisclearthatstrategicemergingindustriesarethekeyobjectsofnationalsupportinthefuture.Amongthem,informationtechnologyhasbeenestablishedasoneofthesevenstrategicemergingindustries.Promotedbyemphasis.Thenewgenerationofinformationtechnologyisdividedintosixaspects,namely,next-generationcommunicationnetworks,InternetofThings,tripleplay,newflatpaneldisplays,high-performanceintegratedcircuits,andhigh-endsoftwarerepresentedbycloudcomputing.

NationalPolicy

The"DecisionoftheStateCouncilonAcceleratingtheCultivationandDevelopmentofStrategicEmergingIndustries"listssevenmajornationalstrategicemergingindustrysystems,includingthe"newgenerationofinformationtechnologyindustry".Regardingthedevelopmentofthe"newgenerationofinformationtechnologyindustry",themaincontentisto"acceleratetheconstructionofbroadband,ubiquitous,integrated,andsecureinformationnetworkinfrastructure,andpromotethedevelopmentandindustrializationofnewgenerationmobilecommunications,next-generationInternetcoreequipmentandsmartterminals.,Acceleratetheintegrationofthethreenetworks,promotetheresearchanddevelopmentanddemonstrationapplicationsoftheInternetofThingsandcloudcomputing.Focusonthedevelopmentofcorebasicindustriessuchasintegratedcircuits,newdisplays,high-endsoftware,andhigh-endservers.Improveinformationservicecapabilitiessuchassoftwareservicesandnetworkvalue-addedservices,andaccelerateIntelligenttransformationofimportantinfrastructure.Vigorouslydevelopdigitalvirtualizationandothertechnologiestopromotethedevelopmentofculturalandcreativeindustries".

Amongthem,broadbandnetworks,new-generationmobilecommunications(ieTD-LTEanditssubsequentstandard4G),next-generationInternetcoreequipmentandsmartterminals,tripleplay,InternetofThings,etc.arerelatedtothecommunicationsindustry.

Areasofbenefit

1.Benefitsfrom5sub-fieldsofinformationtechnology

OnFebruary18,2009,PremierWenJiabaooftheStateCouncilhostedanexecutivemeetingoftheStateCounciltodiscussAndinprinciplepassedthe"ElectronicInformationIndustryAdjustmentandRevitalizationPlan."

Themeetingidentifiedthreekeytasksfortheelectronicinformationindustryinthenextthreeyears,namely:perfectingtheindustrialsystem,ensuringthesteadygrowthofthebackboneindustry,focusingonenhancingthecompetitivenessofthecomputerindustry,acceleratingtheupgradingofelectroniccomponents,andadvancingDigitaltransformationoftheaudio-visualindustry;basedonindependentinnovation,breakingthroughkeytechnologies,focusingonestablishinganindependentandcontrollableintegratedcircuitindustrysystem,breakingthroughthedevelopmentbottleneckofthenewdisplayindustry,andimprovingtheindependentdevelopmentabilityofthesoftwareindustry;usingapplication-drivendevelopmenttovigorouslypromotebusinessinnovationandservicemodelsInnovate,strengthentheapplicationofinformationtechnologyinvariousfieldsofeconomyandsociety,andfocusoncultivatingnewgrowthpointsinthefieldsofcommunicationequipment,informationservices,andinformationtechnologyapplications.

Inthe3Gfield,thereareShanghaiPutian,RadioandTelevisionInformation,Teamsun,ZhenhuaTechnology,FiberhomeCommunications,AerospaceCommunications,3DCommunications,ZhongtianTechnology,LianchuangOptoelectronics,ZTE,ZhongchuangTelecom,ChangyuanGroup,WuhanFangu,InspurSoftware,ShanghaiBelling,YiyangXintong,Newland,YangtzeRiverCommunications,AccelinkTechnology,EastcomandPingtong.

InthefieldofInternetofThings,thereareDahua,Yuanwanggu,SaiweiSmart,Jinzheng,HezhongStrong,Goertek,TaigongTiancheng,NavInfo,Beidouxingtong,ShanghaiBelling,XiamenCinda,DaliTechnology,EastcomandPingAn.

Inthe3Dfield,thereareDerunElectronics,LidaOptoelectronics,AofeiAnimation,ZhongshiMedia,NingboGQY,PublishingMedia,HuayiBrothers,HisenseElectric,SichuanChanghong,TCLGroupandothercompanies.

Inthefieldoftripleplay,thereareGuangdongMedia,YongdingCo.,Ltd.,TopwayInformation,ZhongtianTechnology,NorthLatitudeCommunication,DianguangMedia,TianweiVideo,HuawenMedia,PublishingMedia,BoruiCommunication,Tongfangshares,263andothercompanies.

Inthefieldofmobilepayment,thereareChangjiangElectronicsTechnology,DatangTelecom,ZhejiangUniversityNets,NantianInformation,Newland,Toocle,Hengbao,KangqiangElectronics,ZhengtongElectronics,Weishitong,FocusTechnology,NationalTechnology,LeTVandothercompanies.

2.Benefitsfrom6subdivisionsofnewenergy

TheNationalEnergyAdministration’sPlanningDivision,ChangjiangBing,revealedattheEnergyBureau’sEnergyEconomicSituationPressConferenceinthefirsthalfoftheyear.Thenewenergyplanwasfinallynamedthe"EmergingEnergyIndustryDevelopmentPlan".Aftermanyrevisionsandimprovements,theplanisnowrelativelycompleteandmature.Currently,itispreparingtosubmitittotheStateCouncilforapprovalinaccordancewithrelevantprocedures.Theplanningperiodisfrom2011to2020,andduringtheplanningperiod,atotalof5trillionyuanwillbedirectlyincreasedininvestment.

Itisunderstoodthatthe"EmergingEnergyIndustryPlan"clearlydeploysthedevelopmentofadvancednuclearenergy,windenergy,solarenergy,biomassenergy,geothermalenergy,unconventionalnaturalgasandothernewenergyandrenewableenergyfrom2011to2020.Thespecificimplementationpath,developmentscaleandmajorpolicymeasuresoftheindustrialapplicationofnewenergytechnologiessuchasutilization,cleancoal,smartgrid,distributedenergy,andnewenergyforvehicles.

Accordingtoindustryinsiders,ahugeinvestmentofuptoRMB5trillionwillgreatlypromotethedevelopmentofrelatedindustries,especiallycoreindustriessuchasnuclearenergy,windenergy,photovoltaics,cleancoal,smartgrids,andnewenergyforvehicles.Withthehugemarketspace,anumberoflistedcompaniesinvariousfieldswillgrowuporobtainhugebenefits.

ThecompaniesinthelithiumbatteryfieldincludeChengfeiIntegration,XiangtanElectrochemical,JiangteElectric,SaltLakeGroup,DesaiBattery,WanxiangQianchao,YiweiLithiumEnergy,JinruiTechnology,TibetMining,HuafangTextile,ChinaBaoan,FoshanLighting,FosuCo.,Ltd.,KaneCo.,Ltd.,CITICGuoan,JiangsuGuotai,ShanshanCo.,Ltd.,andLuxiangCo.,Ltd.

Inthefieldofwindpowergeneration,thereareQingsongJianhua,GoldwindTechnology,JiudingNewMaterials,XiangdianElectricCo.,Ltd.,ScienceCity,XinsaiCo.,Ltd.,STNengshan,HaideControl,ShenzhenEnergy,GuangdongElectricPowerA,etc.company.

Inthefieldofnuclearpower,thereareWallNuclearMaterials,EastChinaNumericalControl,LantaiIndustrial,AutoMotion,ChinaNuclearTechnology,JiangsuShentong,AutoInstrument,FangdaCarbon,ShangfengHigh-tech,MindongElectricPower,AnhuiEnergyPower,HailuHeavyIndustry,KexinElectromechanical,Atlanticandothercompanies.

Inthefieldofphotovoltaicsolarenergy,thereareQianjiangBiochemical,Ordos,Xinhuaguang,LeshanPower,AerospaceElectromechanical,Zhonghuan,QixingElectronics,AntaiTechnology,JinjingTechnology,TianweiBaobian,JinggongTechnology,DagangStock,Vosges,San'anOptoelectronics,JiangsuSunshine,QianzhaoOptoelectronics,TuoriNewEnergyandothercompanies.Inthefieldofhydrogenenergy,therearecompaniessuchasXiamenTungstenIndustry,JinruiTechnology,TongjiTechnology,Corun,ZhongjuHi-tech,JiangsuSuopu,andNanduPowerSupply.Intheethanolgasolinefield,therearecompaniessuchasHuaziIndustrial,HainanYedao,RonghuaIndustrial,WanxiangDenong,STGanhua,andFengshenghua.

3.Newmaterialsbenefitfrom7subdivisionareas

Newmaterialsrefertosomenewlydevelopedorunder-developedmaterialswithsuperiorperformance,whicharemoreexcellentthantraditionalmaterials.performance.Inrecentyears,mycountryhasissuedaseriesofpoliciesandmeasurestoencourage,supportanddevelopnewmaterialsandotherstrategicemergingindustries.Industryinsiderssaidthatwiththestrongsupportofthenationallevel,China'snewmaterialsindustrywillusherinaperiodofrapidgrowth,andthemarketsizeisexpectedtoexceed130billionyuanin2010.A-sharenewmaterialslistedcompaniesfallinto7categories:buildingmaterials,newchemicalmaterials,cementmanufacturing,glassmanufacturing,ceramicmanufacturing,magneticmaterials,andsemiconductormaterials.

Including72listedcompanies,sincethemarketreboundinJuly,newmaterialsstockshaverisenstaggeringly.67listedcompanieshaverisenbymorethan10%,accountingfor93%ofthetotal.Threelistedcompanieshaveincreasedbymorethan100%,includingBeikuangMagneticMaterials(up112.06%),BaotouRareEarth(up107.56%)andHengdianDMC(up100.96%);3listedcompaniesthathaveincreasedbymorethan90%TheyareXiamenTungstenIndustry(up98.04%),TaiyuanCorundum(up93.8%)andSinosteelTianyuan(up91.27%);therearethreestocksthathaverisenmorethan70%,namelyZhongkeSanhuan(up76.92%).),CNMC(up75.21%),JinruiTechnology(up72.17);4stocksthatrosemorethan60%wereBoyunNewMaterials(up69.25%),NingboYunsheng(up68.65%),ZincIndustryshares(up66.67%)WallTechnology(up62.73%).

4.Twosub-sectorsofbiologybenefit

Biologicalstocksincludetwomajorcategories:biomedicineandbiologicalbreeding.BiomedicineincludeslistedcompaniesincludingMaYinglong,GuangjiPharmaceutical,ChinaAnimalHusbandry,YibaiPharmaceutical,JiaotongUniversityOnlly,TonghuaJinma,DoubleCranePharmaceutical,ModernPharmaceutical,FengyuanPharmaceutical,TibetPharmaceutical,ZhongchuangxinTest,18companiesincludingSouthwestSynthetic,HuabeiPharmaceutical,SanjingPharmaceutical,HualanBiology,XinhuaPharmaceutical,NortheastPharmaceutical,ZhejiangPharmaceutical,etc.;biologicalbreedingincludesFengleSeedIndustry,ShunxinAgriculture,LongpingHigh-tech,DenghaiSeedIndustry,Zhangzidao,OrientalOcean,ZhengbangTechnology,Dabeinong,QuanyinHi-Tech,DunhuangSeedIndustry,WanxiangDenongandother11companies.SincethereboundinJuly,bio-breedingstockshaveperformedsignificantlybetterthanbio-medicine.Biologicalstocksrosebymorethan20%asawhole,butmostofthetopgainerswerebiologicalbreedingstocks.OrientalOceanrankedfirst,withariseof78.3%;SouthwestSyntheticandTibetPharmaceuticalrankedsecondandthird,respectively.Reaching75.2%and70.3%,theotherstocksrankedinthefourthtotenthareallbiologicalbreedingstocks.

Accordingtoreports,theintroductionofthebiomedicinerevitalizationplanisjustaroundthecorner.Morethan10billionyuanofsupportfundsmakeinvestorslookforwardtothedevelopmentprospectsofthebiomedicalindustry,andeachnewdrugwillreceiveanaverageof5-10millionyuaninprojectsFundingisalsoconsiderable.Therefore,analystsbelievethatbiopharmaceuticalsareexpectedtobecometheleadingsectorinthefuture.Buttherealemergingindustriesneedalongtimetosupport.Inaddition,marketdemandwillplayadecisiverole.

Duetomycountry’slargepopulation,thecountry’sgrainproductionanddemandgapsareexpanding,increasesupportforindependentinnovationandindustrializationofbiologicalbreeding,acceleratethereformoftheseedindustrysystem,andstepupthecultivationoflarge-scaleseedswithcorecompetitivenessEnterpriseswillbethecountry'skeytaskinthefuture,solistedcompaniesinthisindustrywillbenefitalot.

5.Sevensegmentsofhigh-endequipmentmanufacturingbenefited

PremierWenJiabaooftheStateCouncilhostedanexecutivemeetingoftheStateCouncilonthe8th,andhigh-endequipmentmanufacturingwasclearlyidentifiedasthedevelopmentdirectionofstrategicemergingindustries.one.IntheA-sharemarket,high-endequipmentmanufacturingstocksfallinto7categories,includingmetallurgicalminingequipment,machinetools,motors,electricalautomaticcontrolequipment,aerospaceequipment,powertransmissionandtransformationequipment,andheavymachinery.

AccordingtothedataoftheNationalBureauofStatisticsin2009,thetotalscaleofmycountry’sequipmentmanufacturingindustrywasUS$2.2trillion,whiletheUSdroppedfromUS$2trilliontoUS$1.5trillion,andJapan’swasUS$1.23trillion.Dollar.YangShuanchang,directoroftheMajorTechnicalEquipmentDivisionoftheEquipmentIndustryDepartmentoftheMinistryofIndustryandInformationTechnology,believesthatmycountry'sequipmentmanufacturingindustryhasbeen"bigger",andthenextstepisto"strengthen."mycountry'sindependentinnovationcapabilityhasgraduallyimproved,andinternationalcompetitivenessinsomefieldshasbeensignificantlyenhanced.Inparticular,thelevelofpowertransmissionandtransformationequipmenthasadvancedrapidlyinrecentyears,andlargeenterpriseshavecontinuedtoemerge,suchasShanghaiElectric,DongfangElectric,HarbinElectricGroup,TBEAandotherlargeenterprises.

Inthefirsthalfoftheyear,theequipmentmanufacturingindustrymaintainedrapidgrowthoverall.FromJanuarytoJuly,theprofitsachievedbythespecialequipmentmanufacturingindustryandthegeneralequipmentmanufacturingindustryincreasedby58.9%and47.9%year-on-year,respectively.Amongthem,theprofitsachievedinJulyincreasedby79.5%and31.3%respectively;thetransportationequipmentmanufacturingindustryachievedayear-on-yearincreaseof94.5%inprofits,ofwhich7Themonthincreasedby31.8%.Intermsofmarketperformance,these7stockshaveenjoyedagratifyinggrowth.Ofthe13listedcompaniesinmetallurgicalminingequipment,12haverisenbyfarmorethan10%.OnlyChinaFirstHeavyIndustrieshasfallenslightly,with6stocksrisingbymorethan30%..Northernsharesrose76%,TiandiTechnologyrose56.2%,PetroleumJichaiDieselrose40.8%,Jinzitianzhengrose33%,TaiyuanHeavyIndustry32.8%,andJiangxiDrills31.3%.Thereare7motorstocks,andJiangteMotor,thebiggestgainer,gained94.1%.ThestockswiththelargestgainsinothertypesofcompanieswereDongyuanElectric,whichrose64%;Xinhuaguang,whichrose65.2%;BailiElectric,whichrose67.9%;andSTConstructionMachinery,whichrose25.7%.

6.Benefitsfromthe5sub-fieldsofenergyconservationandenvironmentalprotection

Inrecentyears,thestatehassuccessivelypromulgatedthe"MediumandLong-termPlanforEnergyConservation","EleventhFive-YearPlanforHigh-techIndustries",Aseriesofpoliciesincludingthe"EleventhFive-YearPlanforEnergyDevelopment"promotethedevelopmentofenergyconservationandenvironmentalprotection.PremierWenJiabaopresidedoveranexecutivemeetingoftheStateCounciltostudyanddeployeffortstostrengthenfuelandelectricityconservationandtocarryoutnationwideenergy-savingactions.TheRegulationsonEnergyConservationforPublicInstitutions(Draft)andCivilBuildingEnergy-savingRegulations(Draft)werereviewedandpassedinprinciple.Themeetingemphasizedthatitisnecessarytofocusonkeyareas,suchasautomobiles,boilers,motorsystems,air-conditioning,lighting,andotherkeyareasthathaveawiderangeofapplications,greatpotential,andquickresults,andadoptcomprehensivesupportingmeasurestoformaneffectiveincentivemechanismtogreatlyimproveenergyefficiency..The"DecisionoftheStateCouncilonAcceleratingtheCultivationandDevelopmentofStrategicEmergingIndustries"passedbytheexecutivemeetingoftheStateCouncilclearlylistedenergyconservationandenvironmentalprotectionindustriesaskeycultivationtargets.Analystspointedoutthatduetothegovernment’smandatoryenergyconservationrestrictions,themarketisexpectedtousherinarapidexpansion.Takingintoaccounttheindirecteconomicbenefitsofimprovedenergyuseefficiencyandtheincreaseinenergydemandbroughtaboutbyeconomicgrowth,themarketscaleofmycountry’senergy-savingindustrywillrapidlyexpand.Listedcompaniesinthefivesub-sectorsofenvironmentalprotectionwillbenefitgreatly.

Inthefieldofbuildingenergyconservation,thereareYanhuaIntelligent,JinjingTechnology,YaopiGlass,ZhiguangElectric,AVICSanxin,WeixingNewMaterial,FangdaGroup,Hongbaoli,DongliangNewMaterial,YantaiWanhua,DaShiIntelligent,ConchProfilesandothercompanies.

Inthefieldofsewagetreatment,thereareShandaHuate,ChuangyuanTechnology,DonghuHigh-tech,Wanbangda,WuhanHoldings,HuaguangCo.,Ltd.,NingxiaHengli,SoundEnvironment,ZhongyuanEnvironmentalProtection,ChinaWater,ModernInvestment,FeidaEnvironmentalProtection,SanjuEnvironmentalProtection,LongjingEnvironmentalProtection,EntrepreneurshipEnvironmentalProtection,SanweiSilkandothercompanies.

Inthefieldofenergy-savingpowerelectronicequipment,thereareDongyuanElectric,GuodianNARI,AutoMotion,NewCentury,Taiwan-basedStock,GreatWallDevelopment,SanbianTechnology,ZhiguangElectric,GuodianNanzi,andKeluElectronics,PinggaoElectric,JinzhiTechnology,Willtech,QixingTowerandothercompanies.

Inthefieldofgreenenergy-savinglighting,thereareSinomaTechnology,DongfangElectric,Yuefuhua,YinxingEnergy,JingnengThermalPower,LongMarchElectric,Tianqi,HuayiElectric,Yuefuhua,GreatWallElectric,etc.company.

Inthewaste-to-energyfield,therearecompaniessuchasDonghuHigh-tech,HuaguangCo.,Ltd.,ShanyingPaper,KaidiPower,TEDACo.,Ltd.,GuangzhouHoldingCo.,Ltd.,andHarbinInvestmentCo.,Ltd.

7.Newenergyvehiclesbenefitfrom4subdivisions

Newenergyvehiclesrefertoallotherenergyvehiclesexceptgasolineanddieselengines.Includingfuelcellvehicles,hybridvehicles,hydrogenenergy-poweredvehicles,andsolar-poweredvehicles.Itsexhaustgasemissionsarerelativelylow.ListedcompaniesintheA-sharemarketinvolvingnewenergyvehiclesincludeJiangteElectric,Anyuan,NingboYunsheng,Suguang,JianghuaiAutomobile,WanxiangQianchao,GuodianNari,Haima,Auto,AnkaiBus,ShanghaiAutomobile,DayangElectric,YutongBus,ZhongtongBus,FAWCar,ChanganAutomobile,KingLongAutomobile,DongfengMotor,XuJiElectric,FotonMotor,SenyuanElectric,YaxingBus,Rongxin,FAWXiali,SiyuanElectric,WolongElectrical,etc.

Accordingtotheprevious"Energy-savingandNewEnergyVehicleDevelopmentPlan(2011-2020)"draft,Chinawillfinallyrealizetheindustrializationofplug-inhybridvehiclesandpureelectricvehicles;atthesametime,itwillaccelerateResearchanddevelopfuelcellvehicletechnology.Thatis,by2020,theindustrializationandmarketscaleofnewenergyvehicleswillreachtheworld'slargest,amongwhichthenumberofnewenergyvehicles(plug-inhybridvehicles,pureelectricvehicles,hydrogenfuelcellvehicles,etc.)willreach5million;Thesalesvolumeofenergy-savingvehiclesrepresentedbyautomobileshasreachedtheworld'sfirstplace,withanannualproductionandsalesvolumeof15millionvehicles.Thiswillbringhugebusinessopportunitiestolistedcompaniesofnewenergyvehicles.

Sincethemarketrebound,newenergyvehiclestockshaveperformedgratifyingly.AsofSeptember9th,26listedcompanieshaveallincreasedandtheincreaseisrelativelylarge.Therewere19stocksthatrosemorethan30,accountingfor73%ofthetotal.Stocksthatrosemorethan50%wereJiangteMotor(up94.1%),Anyuan(up75.4%),NingboYunsheng(up68.6%),Sugon(up66.8%),JianghuaiAutomobile(up64.7%),WanxiangQianchao(up56.29%),GuodianNARI(up52.69%)andotherstocks.

Background

OnAugust26,2009,ZhuHongren,thechiefengineeroftheMinistryofIndustryandInformationTechnology,statedthattheMinistryofIndustryandInformationTechnologyiscarryingoutsomeresearchonthenewgenerationofinformationtechnologytoformasupportforthenewgenerationofinformationtechnology.Forsomenewpolicymeasures,thenewdevelopmentdirectionwillbeclarifiedthroughfurtherresearch,andthensomenewsupportingpolicymeasureswillbedetermined.TheMinistryofIndustryandInformationTechnologywebsitereportedonAugust26thatinordertostrengthenreportingontheoperationoftheindustrialeconomyandstrengthentheresearchandjudgmentofthecurrentsituation,theMinistryofIndustryandInformationTechnologyOperationMonitoringandCoordinationBureauandtheDomesticInstituteofIndustrialEconomicsoftheChineseAcademyofSocialSciencescontinuedonMay21,2009.AfterJapanjointlyreleasedthe2009SpringReportonChina’sIndustrialEconomicOperation,withthejointeffortsofbothparties,the2009SummerReportonChina’sIndustrialEconomicOperationhasbeenformed,whichwasofficiallyreleasedatamediaforumonAugust26,2009.ThispressconferencewashostedbyComradeWangXinzhe,DeputyDirectoroftheGeneralOffice.ComradeZhuHongren,ChiefEngineerandPressSpokespersonoftheMinistry,releasedthe2009SummerReportonChina’sIndustrialEconomicOperation.DirectorJinPeioftheInstituteofIndustryandEconomicsassessedandlookedforwardtothedevelopmentoftheindustrialeconomyandansweredThereporteraskedquestions.

FollowingthefrequentrecommendationsofPresidentObamarecently,thetermInternetofThingshasbecomethefocusofattentionallovertheworld.ThistermisverynewtotheChinesepeople.CanyoupleaseintroduceMr.ZhutoyouTheInternetofThings,whatistheprospectoftheInternetofThingsinChina,andwhatimpactwillitsdevelopmenthaveonthelivesofChinesepeople?TheInternetofThingsisanewconcept.Uptonow,thereisnoestablishedanduniversallyrecognizedconcept.Generallyspeaking,theInternetofThingsreferstoanewtechnologythatconnectsvarioussensorswiththeexistingInternet.OnJanuary28,2009,afterPresidentObamatookofficeintheUnitedStates,heputforwardthecorrespondingconceptofasmartplanetinaroundtablemeetingwithbusinessleaders.TheseexpertsalsosuggestedthattheUnitedStatesshouldformasmartinfrastructure.TheObamaadministrationThisgaveapositiveresponse.ItshouldbesaidthattheInternetofThingsisaconceptamongtheseso-calledsmartinfrastructures.

ItshouldbesaidthattheInternetofThingsinitself,itrepresentsthenextgenerationofinformationdevelopmenttechnology,butintermsofsomeofitsapplicationfieldsandapplicationmethods,itisnottoostrangetoeveryone.,Becausetherearekeybarcodesonsomeimportantproductsnow.Inthefuture,withsuchbarcodes,electronicradiofrequencytechnologyandInternetconnection,weknowwheretheobjectsmove.Nowwechecksomeofourpostalexpressmails,andwhathappenedtotheseexpressmails.Infact,itisnotbasedonmanualsearchandtrackingasgenerallythoughtinthepast,butthroughradiofrequencytechnology,byimplantingrelevantchipsonthetransmissionobject,andthenobtainingsomespecificinformationaboutwhereitis.Somenewtechnologieslikethishavenaturallyreceivedourhighattention.

OnAugust9,2009,PremierWenJiabaoalsoinspectedthecorrespondingtechnologyresearchanddevelopmentcenteroftheChineseAcademyofScienceswhenhewasinWuxi,andhealsoputforwardsomeviewsandrequirementsfortheapplicationoftheInternetofThings.Weknowthatwearecurrentlyfacingthethreatofthefinancialcrisis,andwearealsofullyrespondingtothechallengeofthefinancialcrisis.Itshouldbesaidthateverymajorcrisis,whetheritisaneconomiccrisisorafinancialcrisis,willgivebirthtosomenewtechnologies,andthebirthofnewtechnologiesisalsoahugedrivingforcefortheeconomy,especiallytheindustry,togetoutofthecrisis.Inthisregard,thecountryisalsopayinggreatattentiontoandattachingimportancetoresearchinthisarea.TheMinistryofIndustryandInformationTechnology,inconjunctionwithrelevantdepartments,iscarryingoutsomeresearchonthenewgenerationofinformationtechnologytoformsomenewpolicymeasurestosupportthenewgenerationofinformationtechnology.Asforthenewdevelopmentdirection,itwillbeclarifiedthroughfurtherresearch,andthensomenewsupportingpolicymeasureswillbedetermined.Webelievethatwiththejointeffortsofallparties,anewgenerationofinformationtechnology,includingtheInternetofThings,willplayapositiveroleinpromotingtheentireeconomy.

Interpretation

Relaxationofthecoverageofthelistofnewindustries

TheNationalDevelopmentandReformCommissionpointedoutthatthesevenmajorindustriesannouncedonSeptember8,2010belongtospecificindustries.Thechangeinlawisthatthecontentincludesmoreextensive,ratherthannarrowed.Forexample,thebiologicalindustryactuallyincludesthepharmaceuticalindustry;theoriginalinformationnetworkindustryispartofthenewgenerationofinformationtechnologyindustry;asforthehigh-endequipmentmanufacturingindustryinsteadofthehigh-endmanufacturingindustry,thereasonisthatthehigh-endmanufacturingindustryistoogeneralanddefinedasequipmentThefieldismoretargeted.Theabovestatementhasbeenconfirmedbyrelevantindustryassociations.

GongXiangjun,deputysecretary-generaloftheChinaChemicalPharmaceuticalIndustryAssociation,toldreportersthatthenew"biological"industrytermcovers"medicine",sothatthenewemergingindustrylisthasabroaderdefinition.Thepharmaceuticalindustryneednotworryaboutnotbeingincludedintheranksofstrategicemergingindustries.

Previously,theabove-mentionedassociationshaveputforwardmanysuggestionsontheplanninganddevelopmentofstrategicemergingindustries.

Althoughthemanufacturingindustriessuchasaerospaceandmarineequipmentwithhighvoiceswerenotclearlyidentifiedastheeighthandninthstrategicemergingindustries,theyareactuallycoveredintheabove-mentionedsevenmajorindustries.

ShandongrecentlyreportedtheblueeconomiczoneplantotheNationalDevelopmentandReformCommission,andShandongputforwardmarineequipment,marinemedicine,seawaterdesalinationandotherindustriesintheplan.

LiuHongbin,directoroftheInstituteofMarineEconomics,ShandongAcademyofSocialSciences,pointedoutthatmarineequipmentmanufacturing,suchasmarinedrillingplatforms,canbeattributedtothehigh-endequipmentmanufacturingindustry."Itistruethatthestatedoesnotseparatelyproposeamarineequipmentormarineindustry.Thiscanavoidduplication.ThisdoesnotpreventtheBureauofOceanographyfrommakingaseparatemarineindustryplan."Hesaid.

Forthehigh-endmanufacturingindustrybeingfurtherrefinedintohigh-endequipmentmanufacturingindustry,YanLuguang,anacademicianoftheChineseAcademyofSciences,expressedhisexcitement.Heispreparingtosuggesttorelevantdepartmentsthatthemagneticlevitationequipmentmanufacturingindustryshouldbeincludedinthestrategicemergingindustry.

"Chinaalreadyhasahigh-speedmaglevdemonstrationlineinShanghai,andtheconstructionofmediumandlow-speedmaglevlineswillbestartedinShenzhenandBeijing.Equipmentmanufacturingshouldbeaccelerated."OnSeptember9,YanLuguangtalkedabouttheannouncementthatwasjustannounced.Saidwhenstrategicemergingindustriesaredecided.

Low-endtechnologiesarenotincluded

Currently,theNationalDevelopmentandReformCommission,theMinistryofIndustryandInformationTechnology,theNationalEnergyAdministrationandmanyotherdepartmentsaresteppingupthepreparationofthe"TwelfthFive-Year"planforstrategicemergingindustries,andSevenspecialemergingindustryplans.Partofthecontenthasbeendiscussed,andtherelevantfiscalandtaxationpoliciesarebeingsteppedupbytheInstituteofFiscalScienceoftheMinistryofFinance.

Expertswhoparticipatedintheabove-mentionedplanningresearchtoldreportersthatmanyspecificindustrycontenthasbeendetermined.Forexample,theplanningofnewmaterials,inadditiontocoveringthesixmajormaterialindustriessuchasconventionalferrousmetals,non-ferrousmetals,andbuildingmaterials,alsoincludesnewmaterials.

However,theferrousmetalindustry(steel)willnotregardconventionalsteelasastrategicemergingindustry."Somehigh-endsheets,whicharedifficulttomanufactureinChinaandneedtobeimported,canbedefinedasthescopeofstrategicemergingindustries."Anindustryexpertsaid.YuanTong,secretary-generaloftheChinaElectronicMaterialsIndustryAssociation,alsorevealedthatelectronicmaterialsmaybeseparatelyusedasanewmaterialindustrysupportcontent."Inshort,wemustlisttheleadingtechnologyindustriesattheforefrontoftheindustry,andconventionallow-endtechnologieswillnotbeincluded."Shesaid.

Atpresent,theEquipmentDepartmentoftheMinistryofIndustryandInformationTechnologyisformulatingastrategicindustrialplanfortheequipmentindustryandanewenergyautomobileindustryplan.Amongthem,thenewenergyautomobileplanismainlypreparedbytheAutomobileIndustryAssociation.TheNationalDevelopmentandReformCommissionisalsopreparingpreliminaryplansfortheenvironmentalprotectionindustry.TheNationalEnergyAdministrationisresponsibleforformulatingnewenergyplans.Someoftheaboveplanshavealreadybeenannounced.

RelevantauthoritativepersonsfromtheNationalDevelopmentandReformCommissionandtheMinistryofFinancerevealedthatthenextstepwillbetointroducespecificmeasurestopromotestrategicemergingindustries,supportingvariousfiscalandtaxationpolicies,inordertoformajointdevelopmentforce.

However,thereisnotimetableforwhenthe"TwelfthFive-Year"strategicemergingindustryplanwillbereleased.

Someprovincesandcitieshavecompletedtheirplansforstrategicemergingindustries.SomeprovincesandcitieshavebeenreturnedforrevisionaftertheywerereportedtotheNationalDevelopmentandReformCommission.TheseconddraftiscurrentlyunderreviewbytheNationalDevelopmentandReformCommission.

Developmentdirection

(1)StartingfromChina’snationalconditions,scienceandtechnology,andindustrialfoundation

Atthisstage,chooseenergy-savingandenvironmentalprotection,new-generationinformationtechnology,biology,andhigh-endequipmentThesevenindustriesofmanufacturing,newenergy,newmaterialsandnewenergyvehicleswillfocustheireffortsinkeyareasandacceleratetheirprogress.

(2)Strengthentechnologicalinnovationandenhancethecorecompetitivenessoftheindustry.

Strengthentheresearchonkeycoretechnologiesandcutting-edgetechnologiesoftheindustry,strengthentheconstructionofenterprisetechnologicalinnovationcapabilities,strengthentheconstructionofhigh-skilledtalentteamsandthecreation,application,protectionandmanagementofintellectualpropertyrights,buildanindustrialinnovationsupportsystem,andpromotemajorTheindustrializationofscientificandtechnologicalachievementsandthedevelopmentofindustrialclusters.

(3)Activelycultivatethemarketandcreateagoodmarketenvironment.

Organizetheimplementationofmajorapplicationdemonstrationprojects,supportmarketexpansionandbusinessmodelinnovation,establishindustrystandardsandimportantproducttechnicalstandardsystems,andimprovemarketaccesssystems.

(4)Deepeninternationalcooperation.

Promoteinternationalscientificandtechnologicalcooperationandexchangesatmultiplelevels,multiplechannels,andmultiplemethods.Guideforeigninvestmentinstrategicemergingindustries,supportqualifiedenterprisestoinvestabroad,andimprovethequalityandlevelofinternationalinvestmentandfinancingcooperation.Activelysupportkeyproducts,technologiesandservicesinstrategicemergingindustriestoopenuptheinternationalmarket.

(5)Increasefiscal,taxationandfinancialpolicysupport.

Guideandencouragesocialcapitalinvestment,setupspecialfundsforthedevelopmentofstrategicemergingindustries,andestablishastablefinancialinvestmentgrowthmechanism.Formulateandimprovetaxsupportpoliciestopromotethedevelopmentofstrategicemergingindustries.Encouragefinancialinstitutionstoincreasecreditsupport,givefullplaytothefinancingfunctionofthemulti-levelcapitalmarket,andvigorouslydevelopventurecapitalandequityinvestmentfunds.

ThemeetingemphasizedthatacceleratingthecultivationanddevelopmentofstrategicemergingindustriesisamajorstrategictaskforChina’seconomicandsocialdevelopmentinthenewera.Itisnecessarytostrengthenorganizationalleadershipandoverallcoordination,formulatenationalstrategicemergingindustrydevelopmentplans,formulateindustrydevelopmentguidancecatalogs,optimizeregionallayout,andformacoordinateddevelopmentpatternofstrategicemergingindustrieswiththeirowncharacteristics,complementaryadvantages,andreasonablestructure.

Evaluation

Thenewgenerationofinformationtechnologyhasbeenestablishedasoneofthesevenstrategicemergingindustriesandwillbepromoted.Theindustrybelievesthatthenewgenerationofinformationtechnologycoversawiderangeoftechnologies,hasawiderangeofapplications,andhasalargespaceforintegrationwithtraditionalindustries,anditsleadingroleineconomicdevelopmentandindustrialrestructuringwillfarexceedthescopeoftheindustry."Thepowerofprivatecapitalshouldbewidelymobilized,payingspecialattentiontotheopportunitiesforitsintegrationwithtraditionalindustries,andincreasinginvestment."

Thenewgenerationofinformationindustry"willfocusonthenextgenerationofcommunicationnetworks,theInternetofThings,andtheintegrationofthethreenetworks.,Newflatpaneldisplays,high-performanceintegratedcircuits,andhigh-endsoftware.TheInternetofThingsandtripleplayarenotasingleindustry,butanindustryclusterthatincludesmultipleindustriesandcoretechnologies,whichmeansthatoneofthecoreOnceabreakthroughintechnologyisachieved,itwillaffectthewholebody.

TaketheInternetofThingsasanexample.YeTianchun,directoroftheChinaInternetofThingsResearchandDevelopmentCenteranddirectoroftheInstituteofMicroelectronics,ChineseAcademyofSciences,wasinterviewedbyreportersyesterday.SaidthattheindustrychainoftheInternetofThingsisverylong,andtheindustriesinvolvedincludesensors,chipindustry,equipmentmanufacturingandsoftwareapplications,etc.;andthethirdwaveofglobalinformatizationbroughtaboutbytheInternetofThingswilldrivethegrowthofthedemandforintegratedcircuits.Itwillalsopromotetheintegrationofchipsandsensors,chipsandsystems,anddrivethedevelopmentoftheentireindustrychain.

Thesameistrueforthenewflatpaneldisplayindustry.OnSeptember3,the6thgenerationBOEHefeilinewithatotalinvestmentof17.5billionyuanFormallyenteredtrialproduction;atthesametime,BOEBeijing’s8thgenerationlineandTCL’s8.5generationlineprojectsarealsoinprogress.Despitethis,China’sflatpaneldisplayindustrychainisstillincomplete,includingrawmaterials,partsandcomponents,includingglasssubstrates.Thedegreeoflocalizationofspecialequipmentisloworevenlacking.ThecommissioningofseveralmajorLCDpanellineswillalsodrivethedevelopmentofupstreamanddownstreamsupportingfacilities,forminganewdisplayclusterwithhighoutputvalue,andwiththestrengtheningofdomesticandforeigntechnicalcooperation,itisexpectedtograduallyfillthedomesticcoreTechnologygaps.

Nowadays,allkindsofcapital,includingprivatecapitalandforeignRMBfunds,arealreadylookingforinvestmentopportunitiesinthe"newgenerationofinformationindustry."YeTianchunsuggestedthatprivatecapitalpaymoreattentiontostart-upcompanies."Mostofthecorporateresourcesinthemiddleandlatestagesofdevelopmenthavebeenpaidattentiontobyvarioussourcesofcapital,includingRMBfunds.Itisrelativelydifficultforprivatecapitaltointervene.Althoughstart-upcompanieshavehighinvestmentrisks,theirreturnoninvestmentwillbeevengreateroncetheysucceed.high."

AfterU.S.PresidentBarackObamatookofficein2009,ataroundtablemeetingbetweenhimandbusinessleaders,theconceptof"smartearth"wasproposed,includingtheformationofasmartinfrastructure"InternetofThings"intheUnitedStates.TheObamaadministrationrespondedpositivelytothis,andthe“InternetofThings”hasbecomeaglobalbuzzword.ForthistermthattheChinesepublicisnotfamiliarwith,ZhuHongrensaidthattheInternetofThingshasnotyetbeenestablishedbyconventionsandgenerallyrecognizedconcepts.Inotherwords,itreferstoanewtechnologythatconnectsvarioussensorsandtheexistingInternet.

ZhuHongrensaidthattheInternetofThings,byitself,representsthenextgenerationofinformationdevelopmenttechnology.Forsomeofitsapplicationfieldsandapplicationmethods,theChinesepublicisnottoounfamiliar.Forexample,barcodes,electronictagsandInternetconnectionsonsomeimportantcommoditiescanenableustocontroltheflowofthesecommodities.Forexample,checkthepostaldeliverynow.Wheretheexpressmailistransferred,itisnotbasedonmanualsearchandtrackingasinthepast,butthroughradiofrequencytechnology,andtechnicalmeanssuchasimplantingchipsonthedeliveryobjecttoobtainspecificinformationabouttheitem.

ZhuHongRensaidthateverymajorcrisiswillgivebirthtosomenewtechnologies,andthebirthofnewtechnologiesisalsoahugedrivingforcefortheeconomy,especiallytheindustry,togetoutofthecrisis."Ibelievethatwiththejointeffortsofallparties,anewgenerationofinformationtechnology,includingmaterialNetworkingwillplayapositiveroleinpromotingtheentireeconomyofourcountry.”

Relatedtechnologies

NextGenerationCommunicationNetwork(NGN)

NextGenerationNetwork(NGN)referstoanewpublictelecommunicationnetworkbasedonIPtechnology,Itcanaccommodatevariousformsofinformation,realizethetransmissionandmanagementofaudio,video,anddatasignalsunderaunifiedmanagementplatform,andprovidevariousbroadbandapplicationsandtraditionaltelecommunicationservices.Itisarealimplementationofbroadbandandnarrowbandintegration,wiredandwirelessIntegrated,activeandpassiveintegration,andintegratedservicenetworkfortransmissionandaccess.Theconstructionofopticalnetworks,softswitchingand3Ginthenext-generationcommunicationnetworkisparticularlycritical.

Intermsofpolicyguidelines,foropticalcommunications,theMinistryofIndustryandInformationTechnologypointedoutthattelecommunicationscompaniesshouldcarryoutfiber-opticbroadbandnetworkconstructioninaccordancewithrelevantnationalregulationsandtechnicalspecifications,andactivelyadoptmultiplemodes,demand-oriented,andfollowtheprincipleoffiberopticsasclosetousersaspossibletospeedupfiber-opticbroadbandaccess.Networkdeployment.By2011,therewillbemorethan80millionfiber-opticbroadbandports,andtheaverageaccesscapacityofurbanuserswillreach8megabitspersecond,andtheaverageaccesscapacityofruraluserswillreach2megabitspersecond.Commercialbuildinguserswillbasicallyachieve100megabitspersecond.Bitspersecondandabove.Theinvestmentintheconstructionofopticalfiberbroadbandnetworkshasexceeded150billionyuaninthreeyears,andthenewbroadbandusershaveexceeded50million.

Mobileisalsolikelytoincreasethescaleoftensofbillions,so2011willbethepeakofopticalcommunicationnetworkconstruction.

InternetofThings

FromtheestablishmentoftheWuxiInternetofThingsIndustrialBasein2009to2010PremierWenproposedtoperceiveChina,theInternetofThingshasbecomethemostconcernedtopicofthemarket,andinthe12thFive-YearPlan,theInternetofThingsislikelytoachieveaveryimportantstrategicposition.

RFIDwillbeintheearlystageoftheconstructionoftheInternetofThings.Usherinexplosivegrowth.RFIDistechnicallydividedintolowfrequency,highfrequency,ultrahighfrequencyandmicrowave,andfromtheapplicationpointofview,lowfrequencyandultrahighfrequencyandabovewillusherinhugegrowth.LowfrequencyismainlyusedincontacttypeOrshort-distancerecognition,whileUHFandabovearemainlyusedforlong-distance,whichisthemainpartoffutureapplications.Atpresent,thedomesticlow-frequencytechnologyisrelativelymature,whileUHFisstillintheresearchanddevelopmentstage.TheoutputvalueoftheRFIDindustryin2009hasreachedNearly9billion,withapredictedcompoundgrowthrateof20%inthenext5years.

Inaddition,intheinitialstageoftheInternetofThings,theexpansionoftypicalapplicationsisthekeytotheindustry.Fromthecurrentpointofview,relativelymatureorrelativelyfast-developingapplicationsinclude:Intelligenttransportation,intelligentmonitoring,mobilepaymentandnavigation,etc.Inthefieldofintelligenttransportation,navigationandpositioningandvideosurveillanceareeffectivelycombined.RepresentativecompaniesincludeDahua,HikvisionandYinjiang.MobilepaymentisOneofthemostpromisingapplications,themarketisgenerallyexpectedtousherinanexplosionin2011.Fromthecurrentpointofview,themostimportantthingistodeterminethepaymentstandardandimprovethepaymentsystembeforealarge-scalebreakthroughcanbemade.Asthedomestic2.4Gandtheinternational13.56MispossibleItisthepaymentstandard.

Tripleplay

Tripleplaymainlyreferstothefusionoftelecommunicationnetworks,mobileInternet,andradioandtelevisionnetworks.Thisfusionisnottheintegrationofthethreenetworksofthings,butanorganicapplication.Fusion.

Fromtheproposaloftripleplayinearly2010totheconfirmationofthefirstbatchofpilotcitiesinJuly,theprocessoftripleplayhasbeentortuous,butitalsoreflectsthecountry’semphasisontripleplay.Inaddition,aftertheintegrationofthethreenetworks,fromtheperspectiveofoperators,theworldhaschangedfromathree-partworldtothetopfour.Therefore,thetwo-waytransformationofthenetworkhasbecomethefocusoftheradioandtelevisionoperators,andtheexpansionofthenetworkhasbecomethefocusofthetelecomoperators,butinanycase,Aregoodfortheopticalcommunicationsindustry.

Inaddition,inordertofacethetelecommunicationssystem,theradioandtelevisiondepartmentformsaregionalnetwork,andevenanationalnetworkisthekey.Therefore,intheshortterm,wecanpayattentiontotheprogressoftheprovincialnetworkintegration.Theradioandtelevisionplanistocompletetheprovincialnetworkin2010.Inthecoastalareaswhereintegrationismoredifficult,therearestillmanyuncompletedintegrations.Currently,only13provincesincludingShaanxi,Jiangsu,GuangxiandHainanhavecompletedtheintegration,mostofwhichareinlandprovincesinthecentralandwesternregions.Therefore,theintegrationofotherprovinces,includingthecross-regionalintegrationofcompanieswithfinancialadvantages,willbeahighlight,includingtheintegrationofTianweiVideoandthereorganizationofWuhanPlastics.

Newflatpaneldisplay

Currently,intheflatpaneldisplayfield,TFT-LCDstillaccountsforitsabsolutelargeindustrialscale,marketshare(above85%)andthelargestapplicationfield.leadingposition.However,aspeopleputforwardhigherrequirementsfordisplayeffect,convenienceandeconomy,newflatpaneldisplaytechnologyhasemergedandwillgraduallyreplaceTFT-LCDinthenearfuture.AccordingtodatafromDisplayResearch,anindustryorganization,thetotalglobalTFT-LCDpanelmarketin2010reachedapproximatelyUS$64billion,anditwasbasicallyoccupiedbycompaniesfromSouthKorea,Japan,andTaiwan.Italsohasaveryobviouscostadvantage,andthereisahugeroomforproductreplacementinthefuture.

Thenewflatpaneldisplaytechnologyincludesmanyaspects,notonlythedisplaytechnologyitself,butalsoothertechnologiescloselyrelatedtothedisplaydevice.ThecurrenthotspotsaremainlyOLED,electronicpaper,LEDbacklight,high-endtouchscreenandflatpaneldisplayupstreammaterials.

OLED'sfullnameisorganiclight-emittingsemiconductor.ComparedwithTFT-LCD,thistechnologyhastheadvantagesofgooddisplayeffect,lightandthin,powersaving,flexiblebending,etc.ItisrecognizedasthenextgenerationdisplaytoreplaceTFT.technology.Currently,A-sharecompaniesinvolvedinOLEDtechnologymainlyincludeShenzhenTianmaandRainbowshares.

Electronicpaperisalsoamajordevelopmentdirectionofnewdisplaytechnology.Itusestheprincipleofreflectingambientlighttodisplay.Becauseofitslightness,powersaving,folding,andaviewingexperienceclosertonaturalprints,Inthefuture,itwillbemainlyusedtoreplacepapermedia.Atpresent,theA-sharecompaniesinvolvedinthecoretechnologyresearchofelectronicpapermainlyincludeLaibaoHi-Tech,andthecompaniesinvolvedinthedownstreamproductofelectronicpaper-electronicpaperbooksmainlyincludeHanwangTechnologyandXinhuaMedia.

BecausetheLCDmaterialitselfdoesnotemitlight,LCDdisplaydevicesgenerallyusecoldcathodefluorescentlamps(CCFL)asthebacklight.WiththedevelopmentofLEDwhitelighttechnology,theluminousefficiencyisfurtherimproved,anditscolorrenderingperformanceandenergyconsumptionindicatorsaremuchhigherthanthatofCCFL.Therefore,inthefuture,LEDbacklighttechnologywillgraduallyreplaceCCFLasthebacklightsourceofLCDdisplaydevices.Currently,A-sharecompaniesinvolvedintheresearchanddevelopmentofLEDbacklightchipsandmodulesincludeSilanMicro,GreatWallDevelopment,San'anOptoelectronics,ZhejiangSunshine,andGoertek.

Touchscreensandflatpaneldisplaydevicesarecloselyrelated,andmanytechnologiesarehighlyversatile.Atpresent,capacitivetouchscreensarethemainstreamdirectionofdevelopment.Theyhavetheadvantagesofhighprecision,durabilityandmulti-touch.TheAsharesinvolvecapacitivetouchscreens.ThemaintouchscreentechnologycompaniesincludeLeyboldHigh-Tech,Oufeiguang,andChangxinTechnology.

Upstreammaterialsforflat-paneldisplayshavebeenbasicallyimported.Inrecentyears,withtheenhancementofR&Dcapabilitiesofdomesticcompanies,somecompanieshavebeenabletoproducesomeupstreammaterials,andtheproductqualityisclosetointernationalstandards.Currently,A-sharecompaniesinvolvedintheupstreammaterialsofdisplaydevicesmainlyincludeRainbowshares,whichproduceflatglassforTFT-LCD,andChengzhishares,whichproduceliquidcrystalmaterials.

High-performanceintegratedcircuits

Theintegratedcircuit(IC)industrybelongstothetraditionalelectronicsmanufacturingindustry.Themarketscaleisverylarge.Itispredictedthattheoverallsalesin2010willreach300billionU.S.dollars,anditwillgrowinthefuture.Thespeedisrelativelystableandisgreatlyaffectedbytheeconomiccycle.Inadditiontothecyclicalcharacteristicsofmatureindustries,integratedcircuitsalsohavethecharacteristicsofhigh-techindustries,thatis,continuoustechnologicaladvancement,andtheintroductionofnewproductstoreplaceoldproducts.Asanemergingcountryinintegratedcircuittechnology,Chinahasacompoundgrowthrateofmarketsizethatissignificantlyhigherthantheglobalaverage,reachinganannualaverageofmorethan16%.

Currently,China'sICproductsaregenerallyrelativelylow-end,andthehigh-endintegratedcircuitindustryisstillinthegrowthstage.Inthefuture,withtheincreasingdemandfordedicatedhigh-integrationICs,high-powerICsareintheprocessofenergysavingandemissionreduction.Theapplicationofthehigh-performanceintegratedcircuitisbecomingmoreandmoreextensive,andthehigh-performanceintegratedcircuitindustrywillhaveagooddevelopmentprospect.

Currently,A-sharecompaniesinvolvedinhigh-performanceintegratedcircuitsmainlyincludethefollowing:

NationalTechnology:Thecompanyisaleadingdomesticdigitalchipdesigncompany,mainlyTheproductUSBsecuritychiphasthelargestmarketshareinthecountryandistheonlypartnerofChinaMobile's2.4GHzmobilephonepaymentchip.

GuotengElectronics:ThecompanyisaleadingcompanyinBeidoufirst-generationterminalequipment.ItsBeidousecond-generationbasebandandradiofrequencychipperformanceranksfirstinChina.WiththedeploymentofBeidousecond-generationWiththecompletionoftheInternetandlarge-scaleapplications,thesalesofitschipproductswillshowablowoutgrowth.

SilanMicro:Thecompany’sintegratedICproductstendtobeinthefieldofpowerchips.Althoughthereisstillabiggapbetweentheperformanceoftheproductsandtheinternationalfirst-classlevel,itinsistsongoingDifferentiatedcompetitionroutes,strongproductpertinenceandoutstandingcostperformance.Thecompany'sresearchanddevelopmentcapabilitiesarealsorelativelyleading,andtherearealreadyanumberofdedicatedchipsunderdevelopment,whichmaybecomethecompany'snewprofitgrowthpointinthefuture.

HuaMicroelectronics:Thecompanyisaleadingcompanyindiscretepowerdevices.Thedevelopedthird-generationpowerdeviceIGBThasbeenproducedonasmallscaleandisinarelativelyleadingpositioninChina.

Obit:Thecompany'smarketshareinthefieldofspecialembeddedchipsforaerospaceandaviationranksfirstamongprivateenterprises,anditschipdesigncapabilitiesareoutstanding.Itwillbenefitfromtheaerospaceindustryinthefuturedevelopmentof.

Cloudcomputing

Cloudcomputingreferstothedistributionofcomputingtasksonaresourcepoolcomposedofalarge-scaledatacenteroralargenumberofcomputerclusters,sothatvariousapplicationsystemscanbeobtainedasneededComputingpower,storagespaceandvarioussoftwareservices,andcomputingresourcesareprovidedtousersforfreeoron-demandrentalthroughtheInternet.Sincetheresourcesinthe"cloud"ofcloudcomputingareinfinitelyexpandableintheeyesofusers,andcanbeobtainedatanytime,usedondemand,expandedatanytime,andpaidforuse,thisfeatureisoftenreferredtoasusingITinfrastructurelikewaterandelectricity.facility.

AccordingtotheforecastoftheresearchinstituteIDC,globalcloudcomputing-relatedITexpenditureswillreach42.3billionUSdollarsin2012,withacompoundannualgrowthrateof27.3%.Thedevelopmentspeedismorethan6timesthatofthetraditionalITindustry;andChinaiscurrentlyinIntheearlystageofthedevelopmentofmobileInternetandduringthepolicydiscussionperiodontheintegrationofindustrializationandinformatization,theconceptofcloudcomputinghasjustemergedandthepotentialforthefutureishuge.ItcanbesaidthatChinawillusherinthegoldendecadeofcloudcomputingdevelopment.

Cloudcomputingisacomprehensiveconcept.Atpresent,A-sharesarestillinthethematicinvestmentstage.Intheshortterm,cloudcomputingdemandgrowthwillmainlycomefromthetransformationandtransformationoftraditionalITequipment,theupgradeofnewapplicationsoftware,andthedevelopmentofmobileInternet.Widelypopularized,localsoftwareandhardwaremanufacturers,systemintegrators,3Gapplicationprovidersandcloudcomputingplatformproviderswillfacehugebusinessopportunitiesinnewindustries.

A-sharecompaniesdesigningcloudcomputingconceptscanbedividedintodifferentproductcategories:

Softwareandhardwareplatformproviders:TherealizationofcloudcomputingdependsontheabilitytoAsoftwareandhardwareplatformthatrealizesvirtualization,automaticloadbalancing,andon-demand.Themainfeaturesofthispartofthecompany'sproductsareflexibleandstableclustersolutions,aswellasstandardizedandinexpensivehardwareproducts.CorrespondingcompaniesincludeDigitalChina,InspurInformation,Teamsun,Huawei,ZTE,Lenovo,FounderTechnology,etc.

Systemintegrator:Helpusersbuildcloudcomputingsoftwareandhardwareplatforms,especiallyenterpriseprivateclouds.ThesecompaniesgenerallyhavestrongR&Dcapabilitiesandsufficienttechnicalteams,aswellasflexibleandreplicableproducts.CorrespondingcompaniesincludeDigitalChina,Teamsun,InspurSoftware,NeusoftGroup,ChinaSoftware,etc.

Serviceproviders:ThispartcoversIaaScompaniesthatprovidecomputingandstorageresourcesforenterprisesandindividualusers.Itisoneofthecoreareasofcloudcomputing.Computingprocessingandapplicationdevelopmentwillbecarriedoutintheseservices.DomesticserviceprovidersincludeDigitalChina,Dr.Peng,WangsuTechnology,TaiyueChina,etc.

Applicationdeveloper:isanapplicationserviceprovider(SaaS),correspondingcompaniesincludeUFIDA,FocusTechnology,Toocle,etc.