The "Brexit" referendum lasted 15 hours at 3 pm on June 23, Beijing time. The results of the referendum showed that many small partners were not willing to stay in the EU.
There is a paragraph on the Brexit website that says so, although there are funny ingredients, it still feels very image. Popularly speaking, at first, a few big shackles (English, French, German and Italian) built a WeChat group, nothing happened to send red envelopes, mutual benefit, and later more and more younger brothers, not only grabbed, not happy, now In this world, the landlord’s family has no surplus food, so there is a big scream called the United Kingdom, and the group is retired. It is estimated that there will be a follow-up afterwards. In the end, there are only a few red envelopes left...
Xiaobian Many friends have been entangled in the United Kingdom will not leave the European Union, and some have analyzed the impact on the semiconductor industry after the Brexit, and now the boots fall, the UK successfully escaped! The event that stirred the nerves of the world finally unraveled the mystery.
Today's global integration, international events that sound unreachable, can also indirectly radiate to the daily lives of some domestic people through fermentation. Brexit has an impact on the Chinese people's investment, wealth management, study abroad, and outbound tourism. At the same time, it has an impact on the electronics industry we are concerned about.
But what we want to emphasize is that the most important thing is not the Brexit, but the Internet of Things. why would you say so?
1. The arbitrariness of the referendum on "Brexit" seems to have a dramatic color in the Brexit; this time it has just announced the success of the "Brexit" referendum, and it is required to vote again. Is this not funny? When voting is a family? The BBC issued a document on the 26th that due to dissatisfaction with the results of the Brexit referendum, many local people signed a joint petition and asked the British Parliament to reconsider the validity of the referendum and called for a second referendum.
2. Whether the two factions of Brexit are considering their problems in their own interests, and we have no more than half a cent of the relationship; 37% of the UK's tax revenue comes from London, and a large part of it comes from financial services. industry. Voted for Brexit’s protest against a declining standard of living. The people who voted to stay in Europe are relatively young people, generally well-educated, and have close ties with London. They are people who benefit from the EU and globalization.
3, we look at the financial news, the impact of Brexit on the A shares is very small; before the financial people said that the British Brexit this matter is basically not worth our attention, in fact, do not want to analyze too More, this is just a farce for the British and Americans to sing together. We don't want to waste our tongue. The stock market, the foreign exchange market is the result of all things in advance, look at the trend of the pound and the British stock market, has already filled in the pits previously dug.
4, Xiaobian and then say a big word, regardless of Brexit or not, the United Kingdom is not the day to not fall empire, to a certain extent Britain always asks us, we are worried about what strength. Looking at the response of Chinese Foreign Ministry spokesperson Hua Chunying on June 23, 2016, we are concerned about the upcoming British-European referendum on Britain and respecting the choice of the British people. China has always supported the process of European integration and is willing to see a united, strong and stable EU playing an important role in international affairs. China attaches importance to its relations with the United Kingdom and is willing to continue its mutually beneficial cooperation with the UK in various fields. The meaning of this response is not to be said!
Let’s take a look at the views of the UK electronics industry on Brexit.
A: ESCO (Electronic Systems Council), the organization that represents the majority of the UK electronics industry, said: "The EU is not perfect, but we have achieved many achievements by becoming a member of the European Union, and can we have more achievements, Depending on cooperation in an increasingly interdependent world; the referendum outcome of exiting the EU may undermine partnerships, undermine our influence in many areas, and reduce the legally relevant safeguards we currently enjoy under non-tariff barriers. Holliday further pointed out: "The UK is a place to attract electronics companies to innovate, educate and invest. ESCO calls for a 'renew, reform, revitalize' charter under the EU system to ensure that we can continue to rely on the UK and the EU for the technology industry. Benefit from the support of the field."
B: ARM is the most well-known technology company in the world. “ARM is a global company. It is very important for us to maintain an open international trade agreement. We have 10% of our employees in continental Europe. France, Germany and Finland have many important partners. We tend to support the UK to stay in the EU, but no matter what happens, we believe that maintaining an open business partnership is very important."
C: Jon Stark, CEO of Peratech, a company based in Yorkshire that is growing rapidly and specializing in various industrial applications 3D touch technology, said: “(If Brexit) I guess from EPSRC, Horizon 2020 and other research projects. EU funds will therefore evaporate; the impact is not only for research funding, but also for cooperation with European companies, universities and colleges.†Stark also pointed out: “For us, there may be a loss of training in the field of science and engineering training. The source of funding, as well as a group of valuable partners who will help us recruit talent in the future; this will be a big loss for Peratech."
D: Naomi Climer , current chairman of the InsTItuTI for Engineering and Technology (IET; formerly IEE), said : "The UK's engineering sector has deep integration with global markets and companies, and if the UK decides to leave the EU British companies will face a period of uncertainty about how resources will be allocated, which will be a threat to the field;" she warned that given the many challenges that engineering and technology in the UK have faced, it is difficult to assess the UK’s possible departure from the EU. Uncertain risk, although the impact may be mitigated by other trade or cooperation strategies, but it is not guaranteed.
Not only mature electronic companies, but also start-up companies that are under attack. London is Europe's new home base. 18 unicorns with a valuation of more than $1 billion were created in the UK, including popular music service Shazam and food delivery service Deliveroo. As a member of the European Union, not only allows British technology companies to freely reach the 500 million European consumer market, but also allows European technology talents to enjoy free movements. However, once they leave the EU, the advantages of the past as EU member states will no longer be.
I am still watching the Internet of Things.
Although Brexit caused some rebounds in the UK electronics industry, it still managed to leave the European Union. Here, we once again affirmed the theme. We borrowed the idea of ​​ARM, that is, the Internet of Things is global. Now we must pay attention to the most important event. It is not the Brexit but the Internet of Things. The global Internet of Things will gradually enter the implementation phase. Opportunity is the most real!
The most important thing in the market recently is the Internet of Things! ! ! why? Because the relationship with us is really not big, or do the things on hand more realistic!
Corresponding to the Brexit, the landing of the NB-IoT standard has promoted the rise of the A-share IoT concept stocks.
A-share IoT concept stocks rose
If the Internet of Things that Bill Gates mentioned in the book "The Road to the Future" in 1995 only stayed at the conceptual level, the Internet of Things is now really beginning to fall, and there is no such thing as flowering everywhere. Networked Industrial Park? I don’t see the gradual popularization of smart city cases with smart meters. The Internet of Things has attracted widespread attention and will land quickly in larger-scale scenarios. We believe that the turning point of the industry is coming.
The landing of the NB-IoT standard provides a low-cost, reliable solution for the realization of the Internet of Things. We believe that the IoT production line is about to start according to every technology-driven attribute in history.
The Spring River Plumbing Duck Prophet, the power of capital is very big, always in front of the industry, so we can see the Internet of Things sector skyrocketing in the A shares, semiconductors began to enter the rising cycle! In fact, we can see that from the stock market after the stock market crash, nothing more than driverless, car networking, artificial intelligence, sensors, smart home, new energy; and these are the Internet of Things, in addition to cloud computing, A new generation of communication technologies, smart terminals, and chips are all included. It can be said that recent stock market hotspots have not escaped the Internet of Things. Capital has begun to lay down silently, do you have to wait?
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