The hottest Internet of things breaks the cost bot

IOT broke the cost "bottleneck"

after IOT stocks such as new world and Yuanwang valley were violently fried in September, the market questioned that "the technology is good, but it can't be industrialized, and the performance can't come out". What is the essence of restricting the scale of IOT industry

in this regard, ouyangyu, Secretary General of China RFID industry alliance, said, "before, price was one of the important factors restricting the development of the industry, but now the price bottleneck has been broken through.

if the number of electronic labels reaches hundreds of millions, the price of a single label may be less than 5 cents."

breaking the bottleneck that is not conducive to long-term preservation of prices

ouyangyu said in an interview with this newspaper on the 28th that the rapid development of RFID in China and even in the world in the past few years was mainly due to the following points: "first, the high cost of tags, second, there is no unified RFID international standard worldwide, and third, some European countries are worried that promoting RFID will infringe on the privacy rights of some individuals."

in ouyangyu's view, with the support of the government, China has now developed a business atmosphere for the development of RFID industry, and the previous low profit situation of the industry will change

Feng Jianhua, chairman of Xianshi technology, told that taking labels as an example, if the scale reaches a huge number or more, the cost will drop a lot, and the cost of each label will even be controlled at 1 cent

in this regard, ouyangyu believes that considering the cost factor, we can make an article on some high value-added products, such as choosing to stick RFID tags on Wuliangye wine bottles instead of choosing mineral water with a price of only a few yuan

of course, tags are only a part of the cost. A complete RFID system also needs the support of hardware and software, such as readers, writers and data collectors

statistics from Xiangcai securities show that China's RFID market increased from 1.12 billion in 2004 to 7.29 billion in 2008. IDC, an international authoritative analysis agency, predicts that the compound growth rate of China's RFID market this year is about 65.6%; AMR, another institution, said it expected the global revenue of the industry to grow from $2.9 billion in 2007 to 13.5 billion in 2011

if the plan is approved by Wuxi Municipal government and relevant government intelligent departments, Shenzhen Xianshi and Shanghai hanshuo are expected to become the implementers of the project

PE investment

on the 28th, at the 19th science and technology festival held in Jiangyin, Jiangsu Province, Shuangliang Co., Ltd. officially signed a capital increase agreement with Shenzhen Xianshi Technology Co., Ltd. (hereinafter referred to as "Xianshi technology"). Shuangliang shares invested 30million yuan to subscribe for 5.82 million new shares of Xianshi technology. After the capital increase, the listed company will obtain 27.17% equity of Xianshi technology, thus becoming the second largest shareholder of the latter

Miao Zhiqiang, chairman of Shuangliang Co., Ltd., told, "in fact, participating in Xianshi technology is an equity investment (PE) of the company."

according to Lu Qi, an analyst at Shenwan, Xianshi technology has outstanding technology in the IOT industry. The acquisition of the company's equity will enhance the competitiveness of Shuangliang's equity investment in new fields

according to the data, Xianshi technology is a national high-tech enterprise specializing in the development, production, sales and application integration of radio frequency identification (RFID) reading and writing equipment, RFID electronic tags and special integrated circuits for electronic tags. At present, it is in a leading position in the domestic RFID industry

Feng Jianhua, the leader of this company founded in 2004, was once the deputy chief designer of the communication subsystem of Shenzhou spacecraft. In 2004, he began to serve as the research team leader of the key "UHF RFID electronic tag technology and application" of the national "863" program, and Shenzhen Xianshi, which he founded at the same time, is the carrier company of this project

Feng Jianhua told that as of 2008, the company had sold a total of 3000 hand-held fire door experimental machines from Jinan experimental machine factory, equipped with readers and writers, and more than 10000 fixed readers and writers, which should be adjusted if necessary; And twoorthree million RFID tags. At present, the company has an annual output of 50000 sets of reading and writing equipment and 10million special application electronic labels

the gross profit margin of this industry is relatively high. Feng Jianhua told that the average price of RFID electronic tags attached to cars in the Beijing million vehicle environmental protection project is 50 yuan/piece. Since there are as many as 3.9 million vehicles in Beijing, the cost of such tags is relatively low, which makes a breakthrough in the existing problem of high costs

Miao Zhiqiang told, "we are mainly optimistic about the technology of Xianshi, and the stability of the technical team is the key. At present, the gross profit margin of this industry is very high, and it is expected that there will be an explosive growth in the next year; although the performance of Xianshi technology this year is average, it has recently received many large projects, and it is expected that the revenue of more than 100 million yuan will be completed next year". At present, the Beijing million vehicle environmental protection project, which is cooperated by Xianshi technology and Tsinghua Tongfang, has been carried out for one year and is currently being carried out in an orderly manner

it is understood that a medium-sized securities firm headquartered in Shenzhen has helped Xianshi technology enter the listing guidance, and reported the listing materials after the substantial improvement of its performance in 2010. For example, Xianshi technology can successfully land on the gem in 2010, and the 5.82 million shares obtained by Shuangliang shares through capital increase will bring great benefits to listed companies