Analysys易观分析认为，2016年的中国移动游戏市场仍处于高速发展阶段，大型厂商囤积大量IP，拥有强大的研发能力，同时把控发行渠道，挤压着中小创业者和新进入者的生存空间，市场准入门槛提高。市场竞争格局趋于稳定，腾讯、网易等大厂主宰移动游戏市场，马太效应愈发显著，行业集中度进一步提高。2016年端游改编手游成为行业的主流产品形态，反映出玩家对游戏内容的要求日益增高。重度游戏、IP泛娱乐化、市场细分成为移动游戏行业的三大趋势，同时由于人口红利消失和游戏转换成本增高等原因，行业对厂商精细化运营能力的要求日渐增高。

Analysys易观分析认为，2016年，中国智能家居市场规模达到1140亿，预计2017年将达到1404亿，同比增加23.2%。预计到2019年将突破1950亿元人民币。随着智能家居中智能电视、智能路由器等智能单品的爆发，多个智能家居单品已经进入到普通用户的 家庭，而智能家居平台的建立，使得智能家居系统日益完善。伴随着家居生活中智能产品的增多，智能家居市场逐渐由单品爆发向系统化方向发展，未来智能家居市场规模将进一步扩大。

Analysys 易观分析认为，中国动漫产业可从上游内容生产，内容投放与宣发，延伸到下游产品展示及变现。上游内容生产包括企业/工作室、产生内容和个人原创产生内容，这也是我国动漫行业目前比较薄弱的环节。因为优质动漫作品依赖于优质剧本，但是我国大多数厂家为追求商业化，创作结果会相对低幼化，所以得不到全民喜爱。内容投放及宣发环节，即动漫作品通过传统渠道或互联网渠道进行展示、宣传和推广。下游变现环节，目前厂商主要变现方式是作品IP化。

2016年，互联网出行市场整体保持高速发展态势。互联网专车市场相关政策落地，共享单车市场异军突起，汽车分时租赁市场 受到更多关注，拼车、代驾市场趋于成熟。Analysys易观分析认为，未来互联网出行市场的发展主题将聚焦于共享出行、技术驱动、服务质量、海外市场。对于互联网出行企业而言，在不断扩大用户规模、提高用户体验的同时，还要根据自身优势向平台化延伸，布局上下游产业链，扩大领域优势，探索新的商业模式。

2016年中国移动互联网用户规模达到8.3亿人，增速减缓。未来保持增长的主要动力将来源于两方面：一是三四线城市移动网络覆盖的提升；二是智能网络终端设备的进一步普及，其中包括智能可穿戴设备、智能家居、车联网等终端的发展。2016年中国移动互联网市场规模达到46720.6亿元人民币，市场增速较去年明显减少。在移动互联网新用户增长乏力的背景下，单用户消费水平虽有提升，但因市场上可供消费的产品/服务已被大量开发，因此移动互联网市场规模大规模增长现象将不会再出现。按照目前的发展速度，易观预测未来的市场规模增速还会降低，最后增速稳定在25%左右。

我国经济发展由粗放型向集约型转变。在居民人均可支配收入快速增长的前提下，居民消费结构也发生了改变。以吃、穿等基本生存需求为主的消费比例降低，相对而言的娱乐、教育等支出增多。互联网巨头、科技巨头、传统硬件公司、通信公司、新兴互联网公司纷纷布局智能硬件市场，在行业巨头带动下，市场发展逐渐成熟

移动营销市场飞速发展，2016年市场规模达1633.9亿元人民币，增速80.5%，虽然人口红利消失影响了市场的进一步发展，但是随着移动互联网对于现实生活的改变，更多的轻度用户向重度用户转移，移动端流量将进一步增长，同时移动端媒体对于营销流量的拓展将成为市场增长的重要动力。移动社交、移动视频、移动电商、移动资讯等平台近年来加速广告变现探索，已经成为移动营销市场的重要增长动力。

在整体的 2016年，我国游戏直播平台移动端第一季度用户活跃人数达到8936.2万人。第二季度达到8572.7万人.第三季度达到9062.9万人.第四季度达到9436.4万人。2016年，我国游戏直播平台移动端第一季度日均活跃用户为799.3万人，第二季度为779.2万人。第三季度为848.1万人。第四季度为894.9万人。

流量红利消失，导致市场规模增速放缓。互联网广告市场成熟，无论是增速还是市场结构进一步趋于稳定，未来行业需要通过寻找具有发展潜力的细分市场，进行大规模的商业化变现。一方面是基于现有存量市场的效率提升，加速展示广告在程序化交易模式改造，营销价值最大化变现。另一方面，在内容营销、信息流广告等新的营销方式探索方面，以库存增长拉动市场向前发展。

2016年中国国内生产总值达到74.4万亿元，同比增长6.7%。同年12月中国居民消费价格总水平（CPI）同比增长2.1%，控制在年度3.5%的通胀上限以内；中国工业生产者出厂价格（PPI）同比上升5.5%，连续4个月同比上升。CPI和PPI指数上涨回升表明，一方面国内工业产品供需矛盾有所缓解，一方面我国总体需求稳定增长。

从现阶段看来，移动社交市场去中心化发展、消费升级、新兴技术等因素将驱动中国移动游戏化社交市场用户规模持续增长，部分领先厂商已经开始在保证用户规模积极扩张和用户活跃度稳定提升的基础上进行商业化拓展，移动广告营销、移动游戏、移动生活服务市场等成为移动游戏化社交市场商业化发展的潜在推动力量。预计到 2018 年中国移动游戏化社交市场整体收入规模将达到 20.86 亿元.

The global barcode scanning market is growing at a steady rate. An increasing number of retail outlets in developing countries, such as China, Vietnam, Thailand, India, Singapore, Japan, and South Korea, are contributing to the high demand for barcode scanning equipment in APAC. The revenue contribution from the region is expected to rise significantly during the forecast period. Mobile computers dominated the barcode scanner market, followed by handheld scanners, in 2016. The market will witness a growing demand for self-checkout scanners and POS retail scanners throughout the forecast period.

POS refers to a system or a combination of systems that are used to facilitate easy and faster checkout for customers at various outlets. A standard POS system consists of a computer, monitor, cash drawer, receipt printer, barcode scanner, POS software,weight scale, and sometimes credit and debit card readers. POS terminals are used for facilitating cashless transactions for sales of goods and are used by retailers to manage information related to their inventory, customers, and cash flows. They are mainly used for retail sales management.The EMV POS terminals are a combination of hardware and software, which enable users to avail card payments directly without updating the cash registers from anywhere. The cost of installing a terminal varies with the size of the business unit and selling terms with the channel partners and suppliers. Segments such as pubs,takeaways are small units integrating EMV POS terminals. Hence, the cost of installation will vary accordingly (the memory limit for software and hardware).

Fog computing is implemented in the IoT ecosystem to manage the data center workload. Edge devices collect, analyze, and transmit data collected from smart devices to the cloud data centers. Fog computing technology minimizes the complexities and network traffic in the IoT-enabled ICT ecosystems.The integration of IoT and cloud computing applications enhances the services offered by multiple stakeholders. This helps the technology vendors and the service providers to support many end-users in a reliable and decentralized manner, which in turn,facilitates the creation of smart environments such as smart transportation, cities, and manufacturing units. Service providers can offer these services through cloud-based infrastructure, platforms, or software. The IoT gained popularity among the end-users as cloud-based solutions provide scalable and secure storage space and better business management capabilities.

CMS supports highly personalized communications delivered across a variety of interactive channels. It helps end-users manage various aspects such as the automation, execution, and tracking of promotions of online marketing campaigns. This software encompasses both inbound and outbound marketing campaign activities. It enables end-users to conduct marketing campaigns over multiple channels that are targeted at both individuals and groups. The software also tracks the impact of the campaigns on customer groups over a period.

The cable conduit systems form a subset of the cable management systems used for protection and routing of electrical wires/cables. These are tubular structures designed to carry wires and cables. The conduit system comprises tubing (conduit) and the required fitting components such as elbows, clamps, connectors, and others. It can be made up of metal, plastic, or fiber. It offers several competitive advantages over conventional wiring systems such as simpler and safer wirings, permits easier and frequent alterations in the wiring system, and provides protection even in damp and hazardous locations.

Business accounting software deals with the management of internal financial transactions of organizations. Organizations in all industry verticals make many investments on a regular basis. There is a rise in M&A deals across all verticals as more vendors are investing in existing business accounting solutions and services. The following exhibit lists the functions of the business accounting software.

Blockchain is the distributed ledger technology that is used for the management of financial transactions. Block chain facilitates peer-to-peer transactions without the use of intermediaries such as banks and governing bodies. Bitcoin is regarded as the foundation of the development of BT. BT is the most advanced and innovative distributed ledger management system that has revolutionized the payment industry. The technology is at a nascent stage but has gained popularity in a very short period. Leading financial services firms, IT companies, and manufacturing firms are testing the feasibility to implement BT on a real-time basis.

区块链（Blockchain）技术作为去中心化和去信任的方式集体维护一个可靠的数据库技术，具有安全、防篡改、可证信、高度可扩展等特点，正成为继大数据、云计算、人工智能、虚拟现实等技术后又一大将对未来产生重大影响的新兴技术，将推动人类从信息互联网时代步入价值互联网时代。

本周大盘下跌，通信板块下跌上涨，周内涨幅 1.23%。同期沪深300 周内跌幅为 -0.30%，板块价格表现强于大盘。通信指数的 93 个成分股本周平均换手率为 15.29%；同期沪深 300 成分股总换手率为 5.52%，板块整体活跃程度强于大盘。