Jiadu Xintai Technology Co., Ltd. Liu Hongyin
1. The impact and importance of "new infrastructure" on the security industry
Since the "two sessions" in 2020, "new infrastructure" has also added a new background to the "new" of the new smart city. New infrastructure construction (referred to as: new infrastructure), mainly includes 5G base station construction, UHV, intercity high-speed railway and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet. On April 20, 2020, the National Development and Reform Commission defined. New infrastructure mainly includes three aspects: First, information infrastructure, which mainly refers to infrastructure generated based on the evolution of new-generation information technology, such as communication network infrastructure represented by 5G, Internet of Things, Industrial Internet, and Satellite Internet, new technology infrastructure represented by artificial intelligence, cloud computing, and blockchain, and computing power infrastructure represented by data centers and intelligent computing centers. The second is integrated infrastructure, which mainly refers to the in-depth application of Internet, big data, artificial intelligence and other technologies to support the transformation and upgrading of traditional infrastructure, and then form integrated infrastructure, such as intelligent transportation infrastructure, smart energy infrastructure, etc. The third is innovation infrastructure, which mainly refers to infrastructure with public welfare attributes that support scientific research, technology development, and product development, such as major scientific and technological infrastructure, science and education infrastructure, and industrial technology innovation infrastructure. With the technological revolution and industrial transformation, the connotation and denotation of new infrastructure are not static, and will continue to be tracked and studied. The new type of infrastructure is an infrastructure system that is guided by new development concepts, driven by technological innovation, based on information networks, oriented to the needs of high-quality development, and providing services such as digital transformation, intelligent upgrades, and integrated innovation. With the release of 5G mobile phones, it marks the establishment of 5G commercial use from the supply side of the operator market to the demand side of the consumer terminal market. With the "new infrastructure" pressing the accelerator key, the layout and construction of 5G networks, one of its key development areas, is intensively launched, and many provinces and cities in China have taken the lead. As of the end of March, 19.5G base stations have been built nationwide. 80,000. While network construction is accelerating, terminals are also entering a period of vigorous development. 5G plays an important role in the wave of new infrastructure. The 5G new infrastructure has started a new economic momentum. The sudden outbreak of the new crown pneumonia epidemic has brought difficulties to the fledgling 5G network construction and industrial development, but it has also fueled the demand for 5G. When the 5G network construction enters the peak period, it will also effectively drive the investment in upstream antennas, radio frequency devices, optical modules and other communication components and software, 5G terminals and other sub-sectors, which will bring important market opportunities to the upstream and downstream of the industrial chain. At the same time, 5G + industrial Internet will promote industrial enterprises to carry out internal network and information transformation. In the face of the impact of the epidemic and the downward pressure on the economy this year, accelerating the pace of 5G network construction will play a key role in optimizing the investment structure and stabilizing the growth rate. The new consumption, new formats, and new economy spawned by the 5G environment will effectively release the potential of emerging consumption. After the digital war against the epidemic, the new infrastructure has ushered in a new trend. The new infrastructure represented by 5G will create a new engine for the digital economy and draw a new blueprint for a smart city. In a word, 5G and new infrastructure bring new opportunities for the development of smart cities, new technology empowerment, new construction scale and market expansion, new activation of urban construction genes of technological innovation, and new urban governance. The process of people-oriented smart construction has entered the fast lane.
2. "New infrastructure" brings new opportunities for the development of security companies
With the technological revolution and industrial transformation, the connotation and extension of "new infrastructure" are not static and will change relatively. From the coverage of the new infrastructure, it can be seen that 5G, artificial intelligence, cloud computing, intelligent transportation and other fields are closely related to the intelligent security industry. In the process of new infrastructure stimulating market demand, the industrial structure upgrade of the security industry will also usher in a new round of iterations. How do you view the opportunities brought by the new infrastructure to the security industry? Let's discuss from several related areas covered by the new infrastructure.
1. 5G expands the breadth and depth of the industry. Due to the wide range of application industries, major industries including the upstream basic layer, midstream transmission layer and downstream application layer all need 5G as support. 5G is considered to be the leading project of new infrastructure, and various operators have also stated that they will spare no effort to speed up 5G construction. It is estimated that 550,000 5G base stations will be built nationwide in 2020. Historically, the market size growth in the mobile video surveillance segment has been limited due to limited transmission systems. With the characteristics of high bandwidth, low latency, and wide connection, 5G provides more high-definition video experience for the intelligent security industry, and continues to expand the boundaries of the industry, giving rise to more intelligent application scenarios. In addition, 5G technology can also obtain comprehensive real-time massive node data, which can be integrated with AI to complete the global analysis of "real-time" data and provide more support for active security prevention. According to the "China Mobile Economic Development Report 2020", by 2020, the penetration rate of 5G users in China will increase to nearly 50%. Undoubtedly, 5G will become the main competition field for security companies.
2. Artificial intelligence spawns new models. In recent years, the artificial intelligence market has become increasingly hot, and the number of companies entering this field has grown explosively. It is predicted that the scale of global artificial intelligence will increase from US$640 million in 2016 to US$36.8 billion in 2025, an increase of nearly 57 times. At present, the commonly used technology of artificial intelligence is mainly the recognition and analysis of deep learning in image and voice, which can quickly identify and compare people, vehicles and objects, and has been widely used in the field of intelligent security. In addition, with the help of AI empowerment, the traditional security industry has completed intelligent upgrades and realized the continuous landing of security application scenarios. In the context of new infrastructure, artificial intelligence continues to leverage the entire industry through the improvement of infrastructure. Due to the fusion characteristics of artificial intelligence, new industrial forms are constantly being born, and the AI+ industry model is becoming more and more popular. In the next development process, relying on supercomputing, security combined with artificial intelligence will better control the flood of data, process and analyze huge information resources at high speed, efficiency and accuracy, and realize true intelligence.
3. Construct a new picture of smart city. With the acceleration of the urbanization process, a large number of people gather to bring huge challenges to security prevention and control, and put forward higher requirements for all aspects of urban governance. The new infrastructure will build a new life picture for smart cities. The construction of intelligent transportation in smart cities embodies the comprehensive application of 5G, artificial intelligence, and industrial Internet. As early as the new smart city was proposed, the intelligent upgrade in the transportation field has become a key development project, and new energy and driverless driving have been popular for a time. Under the new infrastructure, intelligent transportation solutions will improve the perception of the transportation system, realize vehicle-vehicle and vehicle-road information interaction and sharing, effectively avoid or reduce traffic accidents, and usher in a period of rapid development of vehicle, road, and network collaboration. Under the two-way drive of the new generation of information technology and urban innovation ecology, the major sectors of the smart city will develop at a faster rate, shaping a new urban life circle.
Driven by new infrastructure, security companies are generally responsive. 1. Informatization upgrade of traditional physical infrastructure construction. On the basis of completeness, my country's physical infrastructure construction system has realized the upgrading of informatization. The setting of this transformation direction is to apply the most cutting-edge artificial intelligence technology, big data and other comprehensive technical means to the construction of infrastructure corridors in various fields of the city, so as to promote the on-site upgrade and transformation of urban physical infrastructure. The informatization upgrade of physical infrastructure construction involves initial settings, management monitoring, process conversion, element configuration, space transmission, result output, quality inspection and supervision, etc., to achieve fundamental changes in the replacement of human manipulation by informatization systems. On the one hand, the informatization upgrade of traditional physical infrastructure construction can form accurate judgment and timely feedback under the normative mechanism, and the intelligent control system is more time-sensitive and accurate. On the other hand, the informatization upgrade of infrastructure has changed the decision-making and settlement methods of traditional infrastructure construction and operation. It will eliminate human unconscious errors in multi-level interfaces and avoid market rent-seeking behavior. Therefore, the informatization transformation of traditional physical infrastructure construction has the characteristics of high efficiency and intelligence, and will promote the high-quality development of my country's infrastructure construction in the new era. 2. Technological support for service-oriented infrastructure construction. The construction of service-oriented infrastructure emphasizes the interaction between industries and people, emphasizing user experience and humanistic care, and the construction of service-oriented infrastructure is a sub-item mapping of comprehensive social development. The development direction of service-oriented infrastructure lies in the transformation to technology. The improvement of service-oriented infrastructure by technology is reflected in ensuring the coordination and matching between customers, products, and resources. It is no longer limited to the static view of basic services, but generates a dynamic view that integrates information processing, cloud services, and big data management. It promotes the infinite fit between the interaction process and target expectations, and fully improves the identity and satisfaction of the served population. The technological support of service-oriented infrastructure outputs the optimal set of human resource allocation, organizational structure settings, and network strategies, so that comprehensive service capabilities, service delivery, and service effects have a high level, so that the service-oriented infrastructure system presents advanced and modern characteristics. 3. Intelligent manufacturing of digital infrastructure construction. Digital infrastructure construction uses infrastructure as a platform to build a comprehensive system with modern industries and high-end services. The construction of digital infrastructure has both the structural characteristics of a higher industrial level and the characteristics of the same production process and consumption process. The realization of digital infrastructure functions requires the operation and maintenance of intelligent manufacturing, especially better network infrastructure, more complete information service infrastructure, and higher-end With the advent of the fourth industrial revolution with intelligent manufacturing as the main body, the construction of intelligent infrastructure has huge development potential. The construction of intelligent digital infrastructure requires intelligent embedding in the operating structure of the system platform, data model, and interactive interface. Its internal support system and extension auxiliary control all have standardized and professional requirements to achieve the integration effect of information interaction and technological intelligence.
3. Under the background of "new infrastructure", the development strategy of security enterprises
Security companies are increasingly participating in the role of empowerment in accelerating urbanization and urban refinement governance. Under the background of new infrastructure, the self-development strategies of security companies are also constantly evolving and developing from the dimension of empowerment. Traditional infrastructure construction continues to promote digitalization in the seven major areas of new infrastructure 5G base station construction, UHV, intercity high-speed railway and urban rail transit, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet. This has enabled traditional infrastructure construction to form a variety of empowerment strategies in the ongoing construction and expansion, opening up new markets and broad development space. Formed a new industrial optimization. 5G new infrastructure opens up a new market of 100 billion smart street lights. From products to operations, it opens up a huge growth space for the company. Regardless of height, spacing, or from the perspective of power supply, safety and management, smart light poles are the natural carrier of 5G micro base stations. The ultra-dense networking of 5G micro stations will drive the release of massive demand for smart light poles. Smart street lights are direct beneficiaries of the wave of 5G new infrastructure. We estimate that the market space of my country's smart light poles is 151.2 billion yuan. More importantly, smart street lights will bring greater breakthroughs to the industry in terms of business model. Due to this important feature of data collection by smart street lights, it means that street lights are no longer a one-time engineering project. Street lights will become a data portal for a city, and the value of data generated by operations will become increasingly prominent, opening up a broader market. Looking forward to the future, urban lighting is a fast-growing segment in the lighting industry. With the emergence of smart street lamp product design and R&D advantages of related security companies, and the improvement of the layout of the upstream and downstream industrial chains, the ability to integrate solutions will be improved. In addition, smart street lights "with network, points, and poles" are one of the most effective entry paths for smart cities, and they are also "natural" sites for 5G small base stations. Considering the advent of the 5G era, high-frequency ultra-dense networking will inevitably lead to the demand for small base stations, and installing small base stations on smart street lights will be one of the most feasible ways. Smart street lights are expected to become a major breakthrough in smart cities. Wireless Wi-Fi, charging piles, data monitoring, environmental monitoring, light pole screens, etc. can all be realized relying on LED smart street lights and smart control platforms. The installation method based on smart street lamps is a typical installation method with poles, and has the following advantages: (1) Power supply advantages: the combination of small base stations and street lamps can share charging devices, save energy, and solve the power supply problem of small base stations deployed separately. (2) Management intelligence: Through the sensing device on the smart street lamp, you can It is convenient to monitor the operating status and temperature of the small base station, and can give timely warning if abnormalities are found. At the same time, various monitoring data can be transmitted to the cloud for easy analysis and utilization. (3) Dense coverage: Since the current coverage of a single small base station is less than 200 meters, dense deployment is required to fully cover blind spots. Street lights are evenly distributed with a distance of less than 100 meters, which can help small base stations form dense coverage. (4) Save space: The combination of small base stations and street lights saves the space required for separate deployment, and can greatly reduce the difficulty of property coordination for base station deployment. (5) Blind spot coverage: The areas along highways and railways often have poor signal coverage, and the installation of smart street lights is conducive to realizing blind spot coverage. At present, there are numerous complaints from users of small base stations installed on the floor. We often see news of lawsuits between residents of the community and local operators; although the installation on the ground is simple, property safety is a problem. Therefore, regardless of whether the ultra-dense networking of small base stations requires a large number of sites, or from the perspectives of security, power supply, and management, smart street lights will become a natural "site" for small base station deployment. In recent months, many provinces and cities have issued policies on communication infrastructure, many of which refer to the implementation of one pole with multiple functions and the deployment of 5G networks, and the policy content is clearly related to the smart light pole industry. It is expected that the vast majority of smart light poles will be equipped with 5G micro base stations in the future, because no matter in terms of height, spacing, or power supply, smart light poles are the natural carrier of 5G micro base stations and belong to the beneficiaries of the 5G new infrastructure wave. Judging from the communication infrastructure-related policies of governments at all levels in China, most of them mention the implementation of one pole with multiple functions combined with 5G network deployment, and actively promote smart light poles as 5G micro-station carriers. Dense coverage: Since the current coverage of a single small base station is less than 200 meters, intensive deployment is required to fully cover blind spots. Street lights are evenly distributed with a distance of less than 100 meters, which can help small base stations form dense coverage. (4) Save space: The combination of small base stations and street lights saves the space required for separate deployment, and can greatly reduce the difficulty of property coordination for base station deployment. (5) Blind spot coverage: The areas along highways and railways often have poor signal coverage, and the installation of smart street lights is conducive to realizing blind spot coverage. At present, there are numerous complaints from users of small base stations installed on the floor. We often see news of lawsuits between residents of the community and local operators; although the installation on the ground is simple, property safety is a problem. Therefore, regardless of whether the ultra-dense networking of small base stations requires a large number of sites, or from the perspectives of security, power supply, and management, smart street lights will become a natural "site" for small base station deployment. In recent months, many provinces and cities have issued policies on communication infrastructure, many of which refer to the implementation of one pole with multiple functions and the deployment of 5G networks, and the policy content is clearly related to the smart light pole industry. It is expected that the vast majority of smart light poles will be equipped with 5G micro base stations in the future, because no matter in terms of height, spacing, or power supply, smart light poles are the natural carrier of 5G micro base stations and belong to the beneficiaries of the 5G new infrastructure wave. Judging from the communication infrastructure-related policies of governments at all levels in China, most of them mention the implementation of one pole with multiple functions combined with 5G network deployment, and actively promote smart light poles as 5G micro-station carriers. Dense coverage: Since the current coverage of a single small base station is less than 200 meters, intensive deployment is required to fully cover blind spots. Street lights are evenly distributed with a distance of less than 100 meters, which can help small base stations form dense coverage. (4) Save space: The combination of small base stations and street lights saves the space required for separate deployment, and can greatly reduce the difficulty of property coordination for base station deployment. (5) Blind spot coverage: The areas along highways and railways often have poor signal coverage, and the installation of smart street lights is conducive to realizing blind spot coverage. At present, there are numerous complaints from users of small base stations installed on the floor. We often see news of lawsuits between residents of the community and local operators; although the installation on the ground is simple, property safety is a problem. Therefore, regardless of whether the ultra-dense networking of small base stations requires a large number of sites, or from the perspectives of security, power supply, and management, smart street lights will become a natural "site" for small base station deployment. In recent months, many provinces and cities have issued policies on communication infrastructure, many of which refer to the implementation of one pole with multiple functions and the deployment of 5G networks, and the policy content is clearly related to the smart light pole industry. It is expected that the vast majority of smart light poles will be equipped with 5G micro base stations in the future, because no matter in terms of height, spacing, or power supply, smart light poles are the natural carrier of 5G micro base stations and belong to the beneficiaries of the 5G new infrastructure wave. Judging from the communication infrastructure-related policies of governments at all levels in China, most of them mention the implementation of one pole with multiple functions combined with 5G network deployment, and actively promote smart light poles as 5G micro-station carriers.
4. The development prospect brought by "new infrastructure" to the security industry
"New infrastructure" is connected to investment at one end, which is the key to expand effective investment and cultivate new kinetic energy of the digital economy; connected to consumption at the other end, it is an effective way to promote consumption upgrades and give birth to new services, new products, new formats and new consumption models. In the face of ever-changing consumption patterns and escalating consumer demands, there is an urgent need to drive innovation with technology. "New infrastructure" is not a simple infrastructure construction, but coordinated with industrialization and social applications. It is necessary to strengthen the top-level design and pay attention to the "last mile" , Taking "old infrastructure" such as real estate as an example, using new infrastructure to empower from buildings to cities, and fusion from real estate to communities. As the most important part of smart cities, smart communities are also a new model of community management and services, and will surely become an indispensable part of "new infrastructure". First, green and healthy. Under the influence of the epidemic, customers will definitely pay more attention to the comfort and health of the living environment. I believe that in the future, companies that are leading in green technology, healthy buildings, and green communities will have more growth opportunities, which has changed a lot from the previous concept. Second, demand upgrades. Under the background of a better life, life upgrades have put forward higher requirements for consumption scenarios, consumption experience, business vitality, community operations, etc., and the demand has been continuously subdivided, which has brought huge challenges to traditional businesses, but at the same time created a larger market for new scenarios, new formats, including new consumption. In the future, enterprises must firmly grasp customer needs, including explicit and potential needs, constantly innovate business models, and find new profit growth points. Third, digital technology. After the epidemic, it is believed that both enterprises and consumers will pursue online office, online transactions, online shopping and other methods. For enterprises, the integration of smart technologies such as AR, VR, big data, and cloud computing with real estate, including space, will have broader prospects for enterprise transformation and upgrading. Fourth, quality property. The epidemic has exposed many serious deficiencies in public health, including response mechanisms, in many communities in the past, so we believe that green and high-quality properties have become the general trend. That is to say, a green and healthy environment, a property service system that strives for perfection, and the unity of technological operation, maintenance and management. This is far beyond the security, cleaning, and gardening areas of traditional community services, and has become a new trend in the development of the industry and a new future for corporate value. As a representative of security companies, Jiadu Technology is also constantly looking for joint points with traditional infrastructure partners to open up new markets through the empowerment dimension. Based on AI/AR technology, 5G platform, and computer graphics, it spans physical simulation, industrial simulation, artificial intelligence, big data, cloud computing and other technical fields. In the ecological service stage of traditional infrastructure development and construction, new infrastructure has ushered in huge opportunities. On the one hand, the construction of intercity high-speed railways, intercity rail transit, and new energy vehicle charging piles will break the constraints of physical space; on the other hand, 5G, AI, industrial Internet, and big data will break the constraints between people and space, and people and people in virtual space. We believe that the real estate industry should seize the opportunity of 5G and actively focus on customer needs. Develop the real estate ecological service system, incubate new space operation formats such as new retail, new consumption, science and technology innovation industry, and long-term rental apartments. Of course, technology must be used throughout to seek a new growth curve.