Mobile Internet Conference Focuses on the Next Five Billion Five-Year Industrial Chain or Nuggets

The 2014 Global Mobile Internet Conference (GMIC) was held at the National Convention Center in Beijing from May 5th to May 6th. The theme of this year’s conference is “The Next 5 Billion”, which is composed of leaders’ summits and branches such as smart software and hardware, mobile games, mobile finance, globalization and innovation contests. The main participants are representatives from domestic companies such as Tencent, Baidu, Sina, Xiaomi, UC, and Acer, as well as representatives from Silicon Valley such as Facebook, LinkedIn, Tan, and Coursera. The organizers expect that there will be 15,000 industry participants.

In this regard, analysts pointed out that the mobile Internet is based on smart phones as the terminal, plus the open platform wireless Internet. The mobile Internet industry chain includes five aspects: first, communication equipment, communication terminals, and fiber optic equipment; second, an open platform that provides download services for mobile phone terminals; third, the mobile phone industry chain, especially the smart phone industry. , Including touch screen technology, mobile phone manufacturers and sellers, etc.; Fourth, the mobile payment industry chain combined with the Internet of Things, mainly including chip development, mobile payment POS machines, etc.; Fifth, mobile value-added services, mainly content providers . The development of smart phones will make mobile phones replace computers. The current mobile Internet application scenarios include mobile healthcare, mobile payment, location services, Internet of Things, mobile search, and multi-screen interaction.
As of now, the total number of mobile Internet users worldwide has exceeded 1 billion, which means that the mobile Internet has been and is changing the lifestyle of 1 billion people. At the same time, another 5 billion people have not been "moved". Moving the future is moving the next 5 billion.

As for how to lay out the concept of mobile Internet of Things in the capital market, some people in the industry pointed out that the concept shares of mobile Internet are emerging industries, and the government will also give certain support. As society gradually becomes informatized, the demand for mobile internet consumption will increase, and it will be affected by macroeconomic factors. Rigid demand will promote scale expansion. In terms of investment strategy, investors can not only invest in leading individual stocks, but also can extend horizontally to invest in certain sectors associated with mobile internet concept stocks.

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