Three major hotspots for smart transportation future investment

For the scale of transportation investment, Li Liancheng, director of the Transportation Economics and Technology Research Office of the Comprehensive Transportation Research Institute of the National Development and Reform Commission, said that the railway infrastructure investment during the 12th Five-Year Plan period was 2.3 trillion yuan, and nearly 1 trillion yuan had been completed in the previous two years. The investment will be 1.3 trillion yuan; the “12th Five-Year” expressway will reach 120,000 kilometers, and the current mileage is 95,000 kilometers. Together with townships, established villages and some roads, the road investment will be three years after the “12th Five-Year Plan”. The scale is about 2.5 trillion yuan; three years after the "Twelfth Five-Year Plan", there are more than 40 airports and nearly one hundred deep-water berths to be built. In this way, the transportation investment in the three years after the "Twelfth Five-Year Plan" was nearly 4 trillion yuan.

Although the peak period of IT procurement in the government procurement market has not yet arrived this year, the intelligent transportation construction projects launched in various places have ushered in a wave of procurement climax in the IT market. According to the incomplete statistics of the "Government Procurement Information", since March this year, the total number of intelligent transportation related projects has exceeded 500, including Hebei, Zhejiang, Xinjiang, Jiangsu, Henan and other places. The purchase amount is also large.

As an important part of the construction of smart cities, urban intelligent transportation construction is in full swing. In 2012, the intelligent transportation industry maintained a growth rate of 21.7%. It is reported that in the next three years, the procurement scale of intelligent transportation will reach 4 trillion yuan. For the government procurement market, it will set off a new round of IT procurement climax.

Policy support to explore the enterprise leader that intelligent transportation can pay attention to

Policy support is a strong support for the development of intelligent transportation. Intelligent transportation was first proposed by the United States, followed by Europe, Japan, Australia, South Korea, Singapore and other countries. The world is forming a new ITS industry chain. The development of ITS in various countries is mainly supported by national policies. Although China's ITS research application started late, the government has always attached great importance to the research and construction of the industry. In recent years, the country has continuously launched a number of development plans and the national conditions of the populous countries. It provides a bigger stage for China's intelligent transportation applications.

The intelligent transportation industry is currently fiercely competitive. Enterprises are in the stage of staking. Due to the lack of government funds and the rapid development of the industry, the BT (Building-Transfer) model will become the main trend, and large enterprises or enterprises with the ability to integrate all resources. Market share will increase. With the gradual formation of the large-scale transportation system of water, land, and air, the vehicle network and ship networking will become the next step of development.

Exploring the leading stocks of intelligent transportation enterprises. At present, the domestic market is mainly concentrated on hardware equipment and system integration. The total investment in equipment category is concentrated in several sub-areas such as traffic control, video surveillance, electronic police, system integration and software services. The equipment displayed on the front and back ends and the terminal is recommended to focus on the leader – Hikvision and Dahua. The system integration is still in the stage of disorderly competition, and the concentration is low, showing a separatized competition pattern. Enterprises that are leading in such a disorderly competition must have advantages in terms of capital, technical experience and channels. They can focus on Yihualu, Yinjiang and Zhonghai. In the next step, intelligent transportation will integrate the advanced information technology of Internet of Things, Internet of Vehicles and cloud computing into the system, which will surely bring about a leap-forward development. It can be concerned with the Internet-related listed companies Tianze Information and NavInfo. .

In addition, in intelligent transportation, highways connecting cities and cities, cities and villages also need intelligent management. Yutong Technology, which ranks first in the market share of Anhui, has attracted the attention of brokers. The company has the most complete business chain in the field of domestic highway information construction.

Where will the future investment hotspots go?

1. Traffic police integrated management platform

Since the 11th Five-Year Plan, the intelligent transportation infrastructure has reached a certain scale, creating favorable conditions for the optimization of intelligent transportation structure, network convergence and management integration. Since the end of 2011, the Ministry of Public Security has started the work of “National Networking and Data Sharing”. Now it has completed the networking of data at all levels of the country, and has improved the management requirements for traffic data at the provincial, city and county levels, which will drive different platforms. Integration, information transfer, standard unification and other aspects of development. For enterprises that have the advantage of “intelligent traffic integrated management platform”, it is an opportunity to occupy the market by helping the county and city traffic management departments to improve their performance with systems such as “illegal data plug-in”.

2. Intelligent public transport system

With the development of the economy, the demand for cars has soared, and the country has also developed the automobile industry as a key industry. Along with the automobile industry's pulling of the national economy and the improvement of people's living standards, it also brings a series of contradictions: the contradiction between the rapid increase in the number of motor vehicles and the backward growth of urban roads, and the low priority of “cars” and low traffic.

Under such circumstances, relevant state departments have issued policies to strengthen public transport construction. At the end of October 2012, the Ministry of Transport announced the list of the first 15 “bus city” cities, requiring 5 years to reach the “bus city demonstration city” target. The citizens’ travel was significantly faster and the urban traffic congestion was significantly relieved. Under the guidance of the policy, the relevant cities have accelerated the planning and construction of intelligent public transportation, and the road priority is also tilted towards public transportation. Take Wuhan as an example: At the end of 2012, the “Wuhan “Bus City” Demonstration City Construction Action Plan” was launched. At the end of 2013, the public travel was significantly faster, urban traffic congestion was significantly eased, and the proportion of public transport in all modes of travel (excluding walking) reached more than 40%, and smart buses ushered in a good opportunity for development. BRT, bus lanes, illegal road grabs, bus passengers statistics, and convenience bus travel APP software will become hot spots in the market.

3, pedestrian red light system

Since the end of last year, the phenomenon of "Chinese-style crossing the road" has been heatedly debated by the society, and the traffic law enforcement department has also begun to strengthen management of pedestrians' red light violations. Since March of this year, Nanjing, Wuxi, Beijing and other places have adopted traffic police on-site law enforcement methods to discourage and punish pedestrians who are red light, but the effect is not satisfactory. Many pedestrians do not listen to advice, and they still do what they do without traffic police enforcement. Foreign countries have the same evaluation of China. "China is still a newcomer to road traffic, and maybe they are not very suitable." The manpower of the traffic police is limited, and it is impossible to cover all crossing intersections. This way, the method of human supervision and supervision must not last long. Therefore, through the electronic system to record and punish pedestrian violations, it has social needs, including pedestrian detection, persuasion, punishment, and even the management system linked to the personal credit system, will become a new business growth point of the intelligent transportation industry.

With the rise of the e-commerce market, shopping, payment, logistics and other businesses can be completed without leaving the home. The development of the Internet and Internet of Things technologies has led to revolutionary changes in the production and living patterns of cities. The wisdom of cities has become another development trend after industrialization, electrification and informationization.

With regard to the concept of smart cities, some scholars believe that "smart cities" should have six indicators of large and medium-sized cities in Europe, namely, intelligent economy, intelligent transportation, intelligent environment, intelligent residents, intelligent life and wisdom. Management and other six aspects. In China, building a smart city is also an objective requirement for transforming urban development methods and improving the quality of urban development. As the transportation industry of the tertiary industry of the national economy, the intelligent and information application has penetrated and integrated into various fields of management and service, effectively improving the traffic efficiency, operation quality, safety performance and service level of the transportation system. The new mode of smart transportation has become a key factor driving the development of smart cities.

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