物联网已渗透至人们日常生活中，很多消费者每天都在使用智能手表、智能音箱、智能家电、健康监测 器等物联网产品，提升生活舒适度。然而，目前物联网在消费领域的渗透率还处于一个较低水平。是什 么因素影响了消费者对物联网产品（尤其是消费类物联网产品）的采用？来自海湾科技大学的研究人员 联合巴西、马来西亚、澳大利亚和印度的研究人员，通过对138项研究成果进行分析，并对来自全球5.2 万人进行调研，结合这些受访者的调研结构，给出了人们使用消费物联网产品的主要因素。相关研究成 果发布在《消费者行为杂志》，今天我们一起来揭示一下是哪些因素影响了消费者对物联网产品的采 用。 影响消费者决策的四阶段物联网产品评估 物联网在消费者领域带来了显著的好处，然而，现有研究主要集中在物联网的技术方面，例如隐私和安 全问题，往往掩盖了影响消费者采用的态度和行为因素的研究。 初级评价阶段在消费者采用物联网的过程中至关重要，消费者的倾向和社会背景会影响对产品的初步评 价。这个阶段涉及对物联网产品的直观评估，通常由享乐的动机和社会影响力塑造，为后续技术接受度 奠定基础。 研究发现，在人们决定使用物联网之前，他们通常会按步骤进行思考。首先，他们查看该 ...

（文章来源：每日经济新闻） 博实结（SZ 301608，收盘价：77.81元）7月30日晚间发布公告称，公司限售股份约2613.87万股将于 2025年8月1日解禁并上市流通，占公司总股本比例约为29.37%。 2024年1至12月份，博实结的营业收入构成为：物联网占比98.16%，其他行业占比1.84%。 ...

Investment Rating - The report maintains a "Strong Buy" investment rating for the company [2][4]. Core Views - The company focuses on digital power grids and smart cities, possessing comprehensive solutions for the energy IoT sector. With the acceleration of the new power system transformation and the promotion of smart city construction, domestic business is expected to continue expanding. Additionally, the company is actively seizing overseas development opportunities, particularly in emerging markets such as the Middle East and Southeast Asia, leading to anticipated high growth in overseas revenue [2][7]. - The company reported a revenue of 1.368 billion yuan for the first half of 2025, representing a year-on-year growth of 11.88%, and a net profit attributable to shareholders of 305 million yuan, up 12.24% year-on-year [1][2]. Financial Data and Valuation - The company’s total revenue is projected to reach 3.358 billion yuan in 2025, with a year-on-year growth rate of 22%. The net profit attributable to shareholders is expected to be 770 million yuan, also reflecting a 22% growth [3][14]. - The company’s earnings per share (EPS) is forecasted to be 1.57 yuan in 2025, with a price-to-earnings (PE) ratio of 22.0x [3][15]. - The overseas revenue for the first half of 2025 reached 283 million yuan, accounting for 20.82% of total revenue, with a year-on-year growth of 25.75% [7][14]. Business Expansion and Market Position - The company is enhancing its overseas localized production capacity, with the establishment of a manufacturing base in Indonesia and plans for factories in Saudi Arabia and Mexico. This dual approach of trade and localized production is expected to drive future growth in overseas business contributions [7][14]. - The report highlights that the national grid's investment in 2025 is expected to exceed 650 billion yuan, marking a historical high, which will significantly benefit the company as it participates in the construction of the new power system [7][14].

Core Viewpoint - A new company named Shanghai Wanwu Chain Shangzhi Technology Co., Ltd. has been established, focusing on IoT business and related services [1] Group 1: Company Formation - The new company is co-owned by Xince Standard (300938) and others [1] - The legal representative of the new company is Lü Jiezhong [1] Group 2: Business Scope - The business scope includes sales of IoT devices, IoT application services, software outsourcing services, and retail of computer software, hardware, and auxiliary equipment [1]

Core Viewpoint - The report highlights the financial performance and strategic direction of Willfar Information Technology Co., Ltd., emphasizing its focus on IoT, chip technology, and artificial intelligence to drive digital transformation in energy and smart city solutions [1][3][8]. Financial Performance - The company's net profit attributable to shareholders for the first half of 2025 was CNY 305,100,737.96, representing a 12.24% increase compared to CNY 271,823,688.69 in the same period last year [6]. - Total revenue for the first half of 2025 reached CNY 1,367,947,694.82, an increase of 11.88% from CNY 1,222,660,077.51 in the previous year [6]. - The company plans to distribute a cash dividend of CNY 2.5 per 10 shares, amounting to CNY 121,863,437.75, which is 39.94% of the net profit for the first half of 2025 [1]. Business Strategy - The company aims to enhance its core competitiveness by integrating IoT, chip technology, and AI, providing comprehensive digital solutions for energy and smart city management [3][9]. - Willfar Information is focusing on expanding its overseas business, particularly in ASEAN countries, the Middle East, and Africa, capitalizing on the demand for digital and intelligent infrastructure in these regions [3][8]. Industry Context - The global investment in power grids is expected to grow significantly, with a projected compound annual growth rate (CAGR) of 12% from 2022 to 2030, driven by the dual carbon goals and the need for new power systems [15][16]. - The State Grid of China announced a record investment of over CNY 650 billion in 2025, indicating a strong commitment to upgrading power infrastructure and enhancing digital capabilities [16][17]. - The integration of renewable energy sources into the power grid presents challenges, necessitating advancements in grid intelligence and information technology to manage the variability and ensure stability [18][19].

威胜信息（SH 688100，收盘价：34.5元）7月29日晚间发布公告称，公司第三届第十九次董事会会议于 2025年7月29日在公司行政楼会议室以现场与通讯相结合的方式召开。会议审议了《关于的议案》等文 件。 （文章来源：每日经济新闻） 2024年1至12月份，威胜信息的营业收入构成为：智慧公用事业物联网占比99.63%，其他业务占比 0.37%。 ...

威胜信息（SH 688100，收盘价：34.5元）7月29日晚间发布公告称，截至2025年7月29日，公司已经完 成本次股份回购。公司通过上海证券交易所系统以集中竞价交易方式已实际回购公司股份约423万股， 占公司总股本的比例为0.8606%，回购成交的最高价为39.89元/股，最低价为32.73元/股，回购均价35.44 元/股，使用资金总额约1.5亿元。 （文章来源：每日经济新闻） 2024年1至12月份，威胜信息的营业收入构成为：智慧公用事业物联网占比99.63%，其他业务占比 0.37%。 ...

截至收盘，中证消费电子主题指数上涨1.5%，中证物联网主题指数上涨1.3%，国证机器人产业指数上涨0.4%，中证智能电动汽车指数上涨 0.2%。Wind数据显示，截至昨日，机器人ETF易方达（159530）连续10个交易日获资金净流入，最新规模达32.8亿元、创成立以来新高。 每日经济新闻 ...

Core Viewpoint - The rapid development of data assetization is driven by the integration of the Internet of Things (IoT) and Real Data Assets (RDA), which is reshaping the industrial logic of data assetization [1][2][5]. Group 1: Data Assetization and RDA - RDA (Real Data Assets) extends the concept of RWA (Real World Assets) by focusing on the authenticity verification and value enhancement of data, encapsulating operational data from physical assets to improve credit, transparency, and regulatory compliance [5][6]. - The true breakthrough of RDA is fueled by the real-time data continuously released by IoT devices, which serve as a natural "data mine" and "value factory" for RDA [7][8]. - RDA aims to complete the entire process of data ownership, value realization, and financialization, requiring data assets to have clear ownership, traceable sources, and continuous flow to participate in capital market transactions [8][9]. Group 2: Role of IoT in RDA - IoT enables real-time data collection from various physical assets, providing high credibility, strong relevance, and traceable foundational data for RDA, facilitating the transformation of data from a "resource" to an "asset" [7][8]. - The collaboration between IoT and RDA will gradually reveal its synergistic effects in specific application scenarios, such as dynamic transparency in battery lifecycle management and real-time operational data in offshore wind power maintenance [9][10]. Group 3: Financial Implications and Innovations - The integration of IoT, stablecoins, and RDA/RWA creates a closed-loop for machine economy, allowing devices to autonomously participate in value flow and enabling real-time settlement without traditional financial intermediaries [13][14]. - The emergence of stablecoins as a financial infrastructure will significantly enhance autonomous trading and automatic settlement among devices, improving industrial collaboration efficiency [14][15]. - The dynamic credit era will see IoT devices transition from passive data contributors to active data asset owners, leading to a transformation in asset valuation and credit assessment [16][17]. Group 4: Challenges and Future Outlook - The distributed nature of data asset circulation and pricing may introduce new risk management challenges, such as data falsification, necessitating the implementation of hardware trust mechanisms to ensure data authenticity [19][20]. - The evolution of data assetization and pricing power presents both challenges and opportunities for IoT companies, potentially allowing them to transition from "data producers" to "data bankers" [20][21].

Core Viewpoint - Dahua Intelligent has been investigated by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws, leading to a significant drop in its stock price [1][2][4]. Group 1: Regulatory Issues - Dahua Intelligent received a notice from the CSRC regarding an investigation into information disclosure violations, but specific reasons were not disclosed [2]. - The company has a history of regulatory issues, including a reprimand from the Fujian Securities Regulatory Bureau for failing to disclose nearly 800 million yuan in contracts and inflating profits [1][4]. - In January, Dahua Intelligent announced corrections to accounting errors affecting 12 financial reports, which included significant adjustments to its financial statements [4][5]. Group 2: Financial Performance - For the year 2024, Dahua Intelligent reported revenue of 1.932 billion yuan, a year-on-year decline of 1.74%, while net profit was 24.17 million yuan, a year-on-year increase of 106.78% [7]. - The company projected a net loss of 40 million to 60 million yuan for the first half of 2025, compared to a profit of 57.37 million yuan in the same period last year [8][9]. - The decline in performance is attributed to intense competition in the television mainboard market, rising costs of core components, and a reduction in small batch orders [9][10]. Group 3: Business Focus and Strategy - Dahua Intelligent, established in 1993 and listed in 2010, has shifted its focus from producing IC cards to IoT and satellite communication, with its main revenue source being television mainboards, accounting for 72.51% of total revenue [6]. - The company aims to enhance its core business areas, including information services, satellite communication, and new display manufacturing, while leveraging artificial intelligence capabilities [10].