The Government Work Report of 2019 put forward that the key point of new urbanization is to take people as the core and improve the level of flexible governance and fine service. As the carrier of promoting the synchronous development of informationization and urbanization, the construction of a new type of smart city has attracted much attention.

Wisdom cities have landed one after another. More than 500 cities in China are building smart cities.

In Wuhan, Hubei Province, Hanzheng Street, known as "the first street in the world", puts forward the general idea of wisdom upgrading in view of the characteristics of businessmen, passengers and cargo interweaving and numerous tourists. Introduces the advanced intelligent block system in China, realizes full coverage without dead corners through intelligent pole integrated intelligent monitoring, and carries out pre-evacuation of the number of people in the statistical area and automatic parking guidance. So as to realize the comprehensive Wisdom Management in the whole region.

Huang Gang, Project Manager of the Comprehensive Renovation Project of Hanzheng Street in Wuhan City, Hubei Province: As the first street in the world, Hanzheng Street is a very complex system of people flow, logistics and traffic flow, including the management of merchants. This time, Hanzheng Street has been upgraded and renovated in an all-round way, and the intelligent lamp pole system has been introduced, which can help us to manage the flow of people, vehicles, logistics and shops informationally.

If the construction of smart city greatly improves the efficiency of urban management, then the construction of smart park greatly strengthens the power of urban economic development.

Zeng Shengqiang, chairman of Tongtong Electronics: After the Intelligence Park project is launched, government officials can easily and real-time understand the operation status of each park and enterprise on their mobile phones, including environmental protection, security inspection, output value and capital.

In August 2018, the data provided by the National Development and Reform Commission showed that as of August 2018, 100% of the cities above the sub-provincial level, including 76% of the prefectural level cities and 32% of the county level cities, totaling about 500 cities, had clearly proposed that they were building a new type of smart city.

Wang Hailong, President of Shenzhen Smart Pole Industry Promotion Association: On December 29, 2018, Vice Mayor Ai Xuefeng signed an information infrastructure construction fund of 200 billion yuan. Such a large industry, Shenzhen 200 billion, Guangdong 21 cities, 31 provinces and cities across the country bring business opportunities, including 5 G direct investment is 2 trillion, our investment is very large, so our hardware manufacturers ushered in the spring.

Benefiting from the construction of smart cities, related hardware enterprises have achieved rapid growth

Along with the construction of smart cities, related enterprises also enjoy certain dividends, especially those producing the supporting hardware facilities of smart cities, most of them have achieved high-speed growth.

Smart street lamp pole is an indispensable part of hardware in the construction of smart city. Camera, Wi-Fi, one-button alarm, display screen, audio and so on can be mounted on the same street lamp pole to realize the functions of collection and transmission.

The intelligent street lamp designed and manufactured by this enterprise abandons the traditional branched wisdom lamp pole, chooses the simple teapot appearance, and designs a key alarm full lamp pole to turn red, so that the alarm point can be quickly found. When an emergency occurs in a city, the lamp pole can also incarnate as an arrow to guide the escape path. Excellent products and technologies have won many orders for the wisdom of the government for urban construction and transformation.

Zhou Fan, co-founder of Shenzhen Wisdom City Wisdom Science and Technology Co., Ltd.: For example, in recent years, in Zunyi, Guizhou Province, Wuhan, Hubei Province, a large number of projects have landed. In terms of business revenue, last year's revenue on smart light poles has doubled compared with 2017, and from the order situation in 2019, the growth rate may be two to three times faster than that in 2018.

The production manager of the company told CCTV financial reporters that because of the rapid increase in orders, the current production of the enterprise has begun to appear in short supply.

Deng Junli, production director of Shenzhen Wisdom City Wisdom Technology Co., Ltd. said: The order for Wisdom Pole has been scheduled for the end of the year. Everyone is working overtime to catch up with the goods. Because of the large order, welding robots and laser cutting machines have been ordered this week to make up for the shortage of production capacity.

Camera is also an indispensable part of the development of smart city. Face recognition is carried by camera. In just a few years, the market share of camera sales in this enterprise has developed from more than 1,000 channels to more than 20,000 channels.

Wang Jun, Chief Marketing Officer of Shenzhen Yuntian Lifei Technologies Co., Ltd. said that in the past four years, the company has been growing at a rate of twice a year, and in a short period of 2 or 3 years, it has also achieved rapid replication from Shenzhen to more than 80 cities around the world. Smart cities have indeed brought some benefits to enterprises.

According to the statistics of relevant research institutes, the market size of China's smart cities in 2014 is only 0.76 trillion yuan. It exceeded 1 trillion yuan in 2016 and reached 6 trillion yuan in 2017. In 2018, China's smart city market is expected to reach 7.9 trillion yuan.

Looking ahead to 2019, the Research Institute believes that China's smart city market will exceed 10 trillion yuan. The compound annual growth rate from 2018 to 2022 is about 33.38%, and the market size of China's smart cities will reach 25 trillion yuan in 2022.

Data acquisition is the core of smart city development. Enterprises have laid out large data acquisition in succession.

With the maturity and popularization of the new generation of information technology, such as mobile internet, Internet of things, cloud computing, a large number of data resources have been generated, which makes human society enter the era of big data.

At present, taking big data as the core element and vigorously developing smart cities have become the new driving force and new way for the government to enhance its governance ability, improve urban operation and management, foster and strengthen the digital economy, and reconstruct the public service system.

Industry insiders told CCTV financial and economic reporters that the business process of smart city is "sensory transmission and knowledge use". Useful data are collected through cameras and other sensors, transmitted to the background data center, classified management and storage, and presented in the form of services combined with business logic process.

Liang Tiancai, deputy general manager of Radio and Television Express: In the whole process of industrial construction of smart city, the data is time-sensitive. If you collect and collect the data afterwards, you will often not find the state of the data at that time. Therefore, we should pay attention to collecting good data and doing a good job of storage and management in the process of building a smart city.

Because of the importance of big data acquisition and storage analysis to the construction of smart cities, some hardware manufacturers have increased their investment in data acquisition and research and development.

Zhou Fan, co-founder of Shenzhen Wisdom City Wisdom Technology Co., Ltd.: According to last year's data, last year's investment in R&D accounted for 10% to 12% of total revenue. This is only preliminary data. This year, we will further increase our investment in big data and smart city management platform. It is expected that the proportion of investment will reach 15%.

In the face of such a huge industrial cake, some enterprises with advantages in the big data industry have begun to turn to the smart city industry sector.

Zeng Shengqiang, chairman of China Securities and Communications Electronics: We have also made the layout of big data. In Nansha, there is the largest single data center in South China, with 3680 frames. In Dongguan, there are more than 4,000 data centers. In Shenzhen, Guangming has built 1,450 data centers. We will also build 2,000 data centers for Guangming District Government and some gold. Financial technology enterprises use.

Wisdom City is stepping into a period of high growth, focusing on corporate accounts receivable and impairment of goodwill

According to the statistics of the annual report or the forecast of the annual report for 2018 issued by enterprises, 37 listed companies in the Smart City Plate have issued the annual report or forecast for 2018 so far, of which only 7 have made losses and 25 have made profits. Among them, the growth rate of six companies reached 100%, and the growth rate of net profit of Changfeng Aerospace Company was the highest, reaching 649.41% to 678.49%.

Luo Yiming, Deputy Secretary of the Party Committee of Radio and Television Express: Last year, the total business income was about 5.5 billion yuan, an increase of about 25% over 2017. Originally, it is a high-end hardware manufacturing enterprise, which has a very good foundation. Now in the development of artificial intelligence, more attention has been paid to the development of some software. The combination of software and hardware not only keeps the traditional steady growth, but also has a new breakthrough point, so it can maintain a better development.

Industry insiders believe that the construction of smart city is expected to enter a high growth point in the next year or two, because 5G gradually enters commercial use, and the interconnected Internet of Things is expected to become a reality. In this context, the construction of smart cities has entered a period of rapid growth, which has brought substantial performance increments to related listed companies.

Liu Zejing, Chief Analyst of China Merchants Securities Computer Industry: From the perspective of 2019, there are still obvious opportunities in some sub-areas of Smart City, such as Smart Medical, IDC, and the overall prosperity is still very high. From the point of view of risk, we still need to look at the accounts receivable of these companies, as well as some risks of cash flow.