Smart city security, smart medical and transportation three main lines

On June 3, GF Securities issued a report saying that there are three main lines in the concept of smart cities that have a high degree of market concern. They are security, smart medical and smart transportation. The agency has just completed a 10-day field study of 16 companies.

GF Securities believes that the prosperity of the security industry is mainly driven by industrial factors such as downstream demand, consumer security awareness, consumer spending, technological strength, and regulatory policies.

Specifically, downstream industries have shown a growing demand for security systems in the future. On the one hand, in recent years, the state has promoted the construction of “safe cities” and strengthened the construction of urban security systems. On the other hand, the security industry is one of the first applications of the Internet of Things industry. In the future, it will directly benefit from the policies of the state. promote.

At the same time, the continuous upgrading of industrial technology and the increasing consumption capacity have also promoted the security awareness of the domestic public while promoting industrial development. The increase in security awareness has in turn led to the consumption of security products and promoted the development of the industry.

The easing of the relationship between doctors and patients, the improvement of supervision and the control of medical costs are the core drivers of smart medical development. GF Securities analysis, hospital information management system (HIS system) and clinical management information system (CIS system) effectively improve the operating efficiency of medical institutions, and has a positive impact on the relationship between doctors and patients, attracting the continuous investment of medical institutions.

At the same time, during the “Twelfth Five-Year Plan” period, the state supported the informatization construction of electronic medical records and clinical pathways in policies and funds, effectively deepening the application of HIS and CIS. The emergence of the regional public health information system (GMIS) also satisfies the need for adjustment of the current medical resource distribution.

With regard to smart transport, the explosive growth of urban population and the huge difference between car sales and highway construction have brought serious congestion problems to the city. The problem of congestion has further exacerbated the problem of urban environmental pollution and traffic safety. With the joint promotion of multiple demands, the development of intelligent transportation is imminent.

Benefiting from the country's promulgation of multiple policies in recent years to support smart transportation, the domestic intelligent transportation industry has seen explosive growth in 2011. GF Securities believes that the horizontal expansion and vertical extension of the intelligent transportation market will ensure continuous and stable development in the future. In the vertical direction, the urban population rapidly rises, and the difference in the growth rate of roads has brought a constant and stable market demand to the intelligent transportation market (second and third tier cities); horizontally, the development of the intelligent transportation market has been accompanied by continuous upgrading of market demand and new business. Demand has gradually emerged, and the diversified development of demand has also greatly promoted the rapid development of the intelligent transportation market.