Key points of investment

1, the Internet has gradually become a new highlight in the change of traditional industry. At present, the Internet has begun to penetrate into the manufacturing industry gradually from the fields of consumption, retail, entertainment and finance. We see the past manufacturing informatization may involve only a single link, with the Internet penetration in the industry, it will be from all aspects of the product, in the design, development, procurement, manufacturing, marketing, customer service and other aspects of service and industrial revolution began to fusion, improve the operation efficiency of the industry. At the same time, personalized customization and other new models are also emerging, the Internet is expected to change the operation of industrial links. There will be many opportunities in this field.

2, the Internet of things is a long and continuous development process. The development of the Internet of things needs a lot of technology accumulation, and also needs to go through a long development stage. The Internet of things is developing from the industry information to the dispersed and independent industry at the stage of Internet of things. This process will take 2-5 years. The Internet of things is mainly applied to the service industry and manufacturing industry. It mainly provides services such as IT and software in the service industry. In manufacturing, it mainly involves network communication, computer related equipment, and other upstream electronics industries, such as integrated circuits, sensors and so on. Among them, sensor as the neuron of the Internet of things is the foundation of all things interconnection. The application of sensors in various intelligent terminals is not only in the field of consumer electronics, such as smart phones, wearable devices, but also widely applied in the field of industrial control such as intelligent machines.

3, the Internet and the development of the Internet of things promote the realization of the vision of "China made 2025". In the future, in the process of realizing the two main themes of intelligent factory and intelligent production, it is bound to combine the technology of electronic, IT, industrial robot and other fields. The research of intelligent wisdom factory production system and process, and the realization of a distributed network of production facilities; and the application of intelligent production mainly involves the entire enterprise production logistics management, human-computer interaction, UAV, 3D printing and additive manufacturing technology in the industrial production process. Artificial intelligence is the development direction of industry in the future, and the related software and hardware facilities, such as industrial switches and industrial applications, will benefit.

4, we believe that the future integration of "Internet plus things" and the industry is the trend, is an important driving force of a new round of industrial revolution, a lot of opportunities in this field will be born. In addition to large data and cloud services, there will be excellent features in some vertical areas.