Interpretation of the 12th Five-Year Plan for the Internet of Things

Investment Points

　　On December 8, the Ministry of Industry and Information Technology officially issued the "12th Five-Year Plan" for the Internet of Things, information security, and software and information technology service industries. Based on the summary of the development status of the information security industry during the "11th Five-Year Plan" and the analysis of the situation it faces, the plan clarified the development ideas and goals for the "12th Five-Year Plan", identified development priorities and major projects, and proposed relevant policy measures.

　　Planning Interpretation

　　According to the Outline of the 12th Five-Year Plan, in the Internet of Things industry, the government requires that before 2015, significant results should be achieved in core technology research and development and industrialization, key standard research and formulation, industrial chain establishment and improvement, major application demonstration and promotion, etc., and 10 industrial clusters and more than 100 backbone enterprises should be cultivated and developed. Application demonstration projects in 9 key areas have been proposed, namely: intelligent industry, agriculture, logistics, transportation, power grid, environmental protection, security, medical care, and home.

　　We believe that in the computer software and hardware industry, companies that have already established a leading position in these fields will gain rapid growth opportunities during the large-scale investment period in the next three years. They are Yinjiang Co., Ltd. and Saiwei Intelligent, which focus on intelligent transportation; Neusoft Carrier, a core component provider for smart grids; Neusoft Group and Weining Software, a leader in smart medical care; Shangyuanwanggu, a provider of traceability perception products for smart agriculture; Hikvision and Dahua Co., Ltd., equipment providers for smart security; Anjubao, a pioneer in smart home; Digital Zhengtong, a leader in the urban management segment; and Tongfang Co., Ltd., an expert in the field of smart environmental protection.

　　Investment advice

　　Investors are advised to pay attention to the fact that by 2015, my country should achieve remarkable results in core technology research and development and industrialization, key standard research and formulation, industrial chain establishment and improvement, major application demonstration and promotion, and initially form an innovation-driven, application-driven, coordinated development, safe and controllable Internet of Things development pattern.

　　技术创新能力显著增强。攻克一批物联网核心关键技术，在感知、传输、处理、应用等技术领域取得500 项以上重要研究成果;研究制定200 项以上国家和行业标准;推动建设一批示范企业、重点实验室、工程中心等创新载体，为形成持续创新能力奠定基础。初步完成产业体系构建。形成较为完善的物联网产业链，培育和发展10 个产业聚集区，100 家以上骨干企业，一批“专、精、特、新”的中小企业，建设一批覆盖面广、支撑力强的公共服务平台，初步形成门类齐全、布局合理、结构优化的物联网产业体系。应用规模与水平显著提升。

　　It is widely used in the fields of economic and social development, and its application level in key industries and key areas has been significantly improved, forming a relatively mature and sustainable development operation model. A number of application demonstration projects have been completed in 10 key areas, and we strive to achieve large-scale application.