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港股概念追踪|物联网产业正从“连接”向“智能”跃迁 无源物联网或成下一个爆点(附概念股)
智通财经网· 2025-06-20 01:27
Core Insights - The launch of the "Zhongyi Zaiwu" passive unified enhancement platform and cellular passive system prototype by China Mobile addresses the pain points in asset management through zero-power technology, enabling battery-free, wired-free, and manual intervention-free operations [1] - The core value of passive IoT lies in its disruptive technology logic, which allows terminal tags to operate by capturing energy from wireless radio frequency signals, facilitating battery-free and non-contact data collection and communication [1] - Compared to traditional IoT devices, passive technology can reduce costs to less than 1%, and its maintenance-free characteristic makes it more economical for large-scale deployment, particularly in high-frequency and wide-coverage asset management scenarios such as warehousing, logistics, and manufacturing [1] Industry Developments - China Mobile has been deeply engaged in the passive IoT field since 2020, leading the 3GPP standard formulation and developing end-to-end systems, collaborating with industry leaders like Haier and Longsheng Technology to create solutions for smart warehousing and energy monitoring [1] - The newly launched platform integrates IoT, big data, and artificial intelligence technologies, supporting both networked and cellular passive devices, and features six major functions including automated inventory, intelligent inbound and outbound logistics, and precise location tracking [1] - A large warehouse utilizing this platform has reduced inventory counting efficiency from "day-level" to "minute-level," with labor costs decreasing by over 80% and error rates approaching zero [2] Future Outlook - The release of the "White Paper on Cellular Passive IoT Technology (2025)" and the "White Paper on Cellular Passive IoT Tags" by China Mobile systematically outlines the technological evolution of passive IoT across new network architectures, tag design, and functional expansion [2] - The white papers highlight the deep integration of passive IoT with cellular networks through a "reverse scattering" mechanism, establishing a three-in-one technical system of "wide area coverage, massive connections, and ubiquitous perception" [2] - According to data from the China Academy of Information and Communications Technology, the IoT market in China is expected to exceed 3 trillion yuan by 2025, with passive IoT poised to become the next breakout point due to its low cost and low power consumption characteristics [2] Company Positioning - The launch of the platform and system prototype by China Mobile not only solidifies its leading position in the 5G-A era but also lays the foundation for the "perception is connection" technology in the 6G era through an open cooperation model [3]