Recently, the State Council issued the "Several Opinions on Promoting Information Consumption and Expanding Domestic Demand". The target is to have an information consumption scale of more than 3.2 trillion yuan by 2015, an average annual increase of more than 20%. At the same time, the document points out that it is necessary to enhance the supply capability of information products, encourage innovation and development of intelligent terminal products, and support the development and industrialization of digital home smart terminals.
Yang Chunli, deputy director of the Information Technology Center of the Ministry of Industry and Information Technology, said that at present, information consumption is mainly focused on personal consumption for the residents, and it has not involved too much in the fields of production and investment. In the future, information consumption will greatly stimulate the development of a number of industries. In this regard, securities analysts believe that the information service stimulus policy is expected to become a new growth point for the development of the entire economy, bringing profitability to related listed companies and the explosive growth of stock market value.
An analysis report from CITIC Securities stated that the government has introduced a stimulus policy to promote information consumption with a clear target and a relatively wide range of areas. It is expected that the relevant concepts, such as smart terminal manufacturing, triple play, and information security, are expected to enter a stronger stage of the market, among which industry leading companies will Most benefit.
In fact, the information consumption stimulus policies not only provide better investment opportunities for the growth sectors such as computers, media, and home electronics, but also directly spur the development of smart home appliances. Recently, home appliance industries have emerged smart products such as smart TVs and smart air conditioners. This fully reflects this point. According to an authoritative survey, the smart home market in China has more than 100 million potential smart home customers. By 2020, China's smart home output value will reach 2 trillion yuan, and smart home appliances have become a new growth point for the entire industry.
It is worth mentioning that the home appliance industry has already started deploying smart appliances as early as a few years ago. According to media reports, in 2010, Qingdao Haier developed the world's first intelligent air conditioner using the Internet of Things technology to realize end-to-end intelligent services through a powerful wireless network. However, although appliances such as smart air conditioners that used IoT technology were born earlier, they were relatively slow to follow up with other product industries, until other companies in the industry introduced similar products this year.
In this regard, there are industry insiders believe that the smart home appliance industry can not only be a concept, but should quickly move towards industrialization, which can not be separated from the industry leading companies leading and demonstration role. The birth and follow-up of smart air conditioners is a case.
Some industry sources pointed out that compared with the framework of the "opinions", with the introduction and implementation of the late refinement of the policy, the home appliance industry is expected to usher in new favorable opportunities.
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