Based on simple RFID system, combined with existing network technology, database technology, middleware technology, etc., an Internet of Things composed of a large number of networked readers and numerous mobile tags, which is larger than the Internet, has become the development trend of RFID technology. In this network, the system can identify, locate, track, monitor and trigger corresponding events automatically and in real time.
at present, the relatively formed framework of distributed network integration is EPC network proposed by EPCglobal. EPC network is mainly aimed at the logistics field, and its purpose is to increase the visibility and control of the supply chain, so that the whole logistics field can obtain greater economic benefits with the help of RFID technology.
The key technologies of EPC network include:
EPC coding: ID coding with the length of 64-bit, 96-bit and 256-bit. For the sake of cost, 64-bit and 96-bit coding are mainly adopted now. EPC code is divided into four fields, namely: ① header, which identifies the version number of the code, so that the electronic product code can adopt different lengths and types; (2) product managers, such as product manufacturers; (3) the product category; ④ The unique number of the item.
Savant, a middleware between reader and enterprise application, provides a series of computing functions for enterprise application. Its primary task is to reduce the amount of data transmitted from readers to enterprise applications, filter, collect and calculate the tag data read by readers, and Savant also provides interoperability with ONS, PML servers and other savants.
object name service, similar to domain name server DNS, ONS provides the service of parsing EPC code into one or a group of URLs, through which further information about EPC-related products can be obtained.
information service, which stores product-related information in PML format for other applications to retrieve and return in PML format. The stored information can be divided into two categories: one is the historical event records related to time, such as the original RFID reading events (when the tag was recorded and read by which reader), and the high-level activity records such as transaction events (recording the tag involved in the transaction); The other is the inherent attribute information of products, such as production time, expiration time, volume, color, etc.
The physical markup language, PML, is an extension of XML and is regarded as a unified standard to describe all natural objects, processes and environments. In EPC network, all information about goods is described by physical markup language (PML), which is the standard format for information storage and exchange in EPC network.
On August 26th, Zhu Hongren, chief engineer of the Ministry of Industry and Information Technology, gave a general explanation of the Internet of Things at the summer report conference on industrial economic operation in China. He said that the Internet of Things refers to a new technology that all kinds of sensors are connected with the existing Internet. After Obama took office, the American government put forward the concept of smart earth, and the Internet of Things is one of these so-called smart infrastructures.
Wang Jianzhou mentioned the concept of "Internet of Things" in his speech on August 24th. On the same day, People's Daily also published Wang Jianzhou's signed article "From Internet to Internet of Things", systematically explaining the great influence of Internet of Things on human life. On August 9th, Premier Wen also inspected the Internet of Things Technology R&D Center of Chinese Academy of Sciences during his inspection tour in Wuxi, and put forward some views and requirements for the application of the Internet of Things. He stressed that the sensing technology should be combined with the development of TD.
Zhu Hongren said that the Internet of Things, as the representative of the next generation information development technology, is also highly concerned by the China Municipal Government, and some new supporting policies and measures will be determined in the future.
Jin Bei, director of the Institute of Industrial Economics, China Academy of Social Sciences, also mentioned the development of the Internet of Things at this conference. He thinks that mentioning the concept of the Internet of Things is actually a direction for high-tech industries, and the determination of the direction is a problem all over the world. "If this problem is not solved, we now have huge financial assets and financial investment capabilities, but he lacks confidence." He said this.
the so-called "InternetofThings" refers to a huge network formed by combining various information sensing devices, such as radio frequency identification (RFID) devices, infrared sensors, global positioning systems, laser scanners and other devices with the Internet. Its purpose is to connect all items with the network, which is convenient for identification and management.
Yuanwang Valley (2161): The purest RFID concept stock
The Internet of Things is established by using ubiquitous network technology, among which the very important technology is RFID electronic tag technology, which is one of the most promising information technologies with fast reading and writing and long-term tracking management.
Statistics show that the compound annual growth rate of total global RFID expenditure from 21 to 25 was 37.3%. It is predicted that there will be explosive growth in the future, and the compound annual growth rate will reach 46% by 21. The compound annual growth rate in China can reach about 65.6%.
in 23, when the U.S. department of defense promoted RFID technology and made it known to the world, there was a company in China that had applied RFID technology to the railway industry for 1 years, and this company was Yuanwang Valley (2161, stock bar).
Yuanwang Valley has more than half of the railway RFID market share, and has the advantages of independent research and development and oligopoly, which has laid a foundation for exploring other fields of RFID. At present, Yuanwang Valley has entered the tobacco RFID industry, including military application, library technology and logistics supply chain. From the perspective of the secondary market, the volume and price of Yuanwang Valley are well matched, effectively breaking through the double-bottom figure, and the market outlook is expected to break through.
New World (997): Two-dimensional code recognition
The New World (997, Guba) is the only manufacturer in China who has mastered the core technology of two-dimensional code, and its technology has reached the international advanced level. As the industry leader, the POS business and tax control machine business in the New World have great potential. The company is also the only enterprise that has the core technology of automatic identification of two-dimensional code with "3G bottleneck technology". With the gradual popularization of QR code application in China and the company's expansion of international business, its automatic identification business will enter a period of rapid growth; It is the only pilot enterprise of tobacco retail terminal system; The construction of traceability system in the Ministry of Agriculture involves two aspects: automatic identification terminal system and animal and plant traceability information management system.
The company's holding subsidiary, Shanghai Wing Code Information, has an exclusive strategic cooperation relationship with China Mobile, and * * * develops and promotes the value-added service of mobile communication electronic receipt based on QR code. GF Securities upgraded its investment rating to buy, with a reasonable target of 9.5 yuan for 12 months.
Xiamen Xinda (71): manufacturer of automatic identification chips
Xiamen Xinda (71) specializes in the research, development, design, production and promotion of RFID electronic tag products, and owns a number of completely independent RFID intellectual property patents, covering electronic tags, RFID reading and writing equipment, RFID antennas and RFID application systems. The company has gathered all kinds of talents with rich experience and has a number of completely independent RFID intellectual property patents.
the company can produce hundreds of millions of high-frequency and ultra-high-frequency electronic tags every year, and the products are widely used in library management, dangerous goods management, anti-counterfeiting identification, industrial manufacturing, transportation management, supply chain logistics and warehousing management, including book tags, metal tags, electronic tickets and air baggage tags. At the same time, the company can also design electronic label products according to the needs of different customers, and formulate corresponding production processes and testing standards according to the application characteristics of different industries.
At present, the electronic label products produced by our company have been successfully applied in many fields. In particular, the high-frequency ISO15693 label supports the chip products of all chip manufacturers at present, and can also customize products according to customer needs, with a market share as high as 7%. Minsheng Securities believes that the reasonable value of Xiamen Cinda is 8.54 yuan/share -9.5 yuan/share, which is highly recommended and recommended for active attention.
Eastcom Peace (217, Share Bar): the leader of smart cards
Eastcom Peace (217, Share Bar) is the largest state-controlled smart card supplier in China, and its products include four categories: cards, read-write terminals, application tools and system integration, and its business scope covers communications, public transportation, social security, finance, government, transportation and system integration.
the company has the core technology of smart card operating system and personalized core technology, as well as the technical development ability of smart card reading and writing tools, testing tools and application systems, and can provide customers with smart card system solutions. Now, the company has formed a strong large-scale production capacity of smart cards, which can provide one-stop services from card layout design, printing, packaging, personalization to product packaging. The company has a perfect quality management system and safety guarantee system.
donghai securities believes that with the 3G network construction of operators drawing to a close at the end of the year, Eastcom's peace performance will also enter an accelerated improvement period, and investors are advised to hold it.