天風證券:物聯網產業鏈全景圖譜
本文來自:天風研究,作者:天風通信&電子&計算機&海外&家電團隊
7月14-15日,天風證券研究所與上海市物聯網行業協會將於上海共同舉辦“連接世界”全行業物聯網賦能大會,以下爲天風研究通信、電子、計算機、海外、家電團隊在會前聯合發佈的物聯網產業鏈全景圖譜研究報告。
1. 物聯網——萬物互聯 萬億市場



2. 感知層——物理感知的樞紐


3. 傳輸層——信息傳遞的管道



4. 平臺層——應用實現的橋樑

5. 應用層——百花齊放推動產業鏈大發展
5.1.芯片鑄就物聯網多樣下遊應用










5.2.智能家居









5.3工業軟件與鴻蒙





5.4海外產業鏈




6. 風險提示

報告來源:天風證券股份有限公司
報告發布時間:2021年7月12日
本資料爲格隆匯經天風證券股份有限公司授權發佈,未經天風證券股份有限公司事先書面許可,任何人不得以任何方式或方法修改、翻版、分發、轉載、複製、發表、許可或仿製本資料內容。
免責聲明:市場有風險,投資需謹慎。本資料內容和意見僅供參考,不構成對任何人的投資建議(專家、嘉賓或其他天風證券股份有限公司以外的人士的演講、交流或會議紀要等僅代表其本人或其所在機構之觀點),亦不構成任何保證,接收人不應單純依靠本資料的信息而取代自身的獨立判斷,應自主做出投資決策並自行承擔風險。根據《證券期貨投資者適當性管理辦法》,若您並非專業投資者,爲保證服務質量、控制投資風險,請勿訂閱本資料中的信息,本資料難以設置訪問權限,若給您造成不便,還請見諒。在任何情況下,作者及作者所在團隊、天風證券股份有限公司不對任何人因使用本資料中的任何內容所引致的任何損失負任何責任。本資料授權發佈旨在溝通研究信息,交流研究經驗,本平臺不是天風證券股份有限公司研究報告的發佈平臺,所發佈觀點不代表天風證券股份有限公司觀點。任何完整的研究觀點應以天風證券股份有限公司正式發佈的報告爲準。本資料內容僅反映作者於發出完整報告當日或發佈本資料內容當日的判斷,可隨時更改且不予通告。本資料內容不構成對具體證券在具體價位、具體時點、具體市場表現的判斷或投資建議,不能夠等同於指導具體投資的操作性意見。
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