Main listed companies in the intelligent building industry: Dashi Intelligent (00242 1), Yanhua Intelligent (002 178), CLP Xingfa (002298), Jiahua Technology (68805 1), Nanjing Panda (600775), etc.
The core data of this paper: the market size, application, market share and market size prediction of intelligent building industry.
General situation of industry
1, definition
Intelligent building is the product of the implementation and application of intelligent building system. Intelligent building system refers to a comprehensive building environment with integrated wiring as the basic transmission medium, computer network (mainly local area network, including hardware and software) as the main means of communication and control, and integrated configuration and management of subsystems through intelligent system integration to form an organic combination of equipment and network, hardware and software, control management and service provision.
The sub-items of intelligent system engineering system configuration should be divided into system technology specialty and facility construction mode by information application system, intelligent integrated system, information facility system, building equipment management system, public safety system and computer room engineering, and the technical requirements should be defined as the following design elements. The sub-items of intelligent system engineering system configuration are as follows:
2. Industrial chain analysis: the whole process of intelligent building layout of midstream enterprises.
The upstream of the industrial chain of intelligent buildings in China is the R&D and production of computers, communications, modern control technologies and equipment, that is, the information industry, equipment and materials industry, while the midstream is the integration of software, hardware and systems of intelligent buildings. Downstream industries are construction, especially real estate, such as office buildings, commercial buildings, cultural buildings, hospital buildings, school buildings, residential buildings and industrial buildings.
At the end of 1990s, large communities in some cities in China gradually increased the demand for additional functions of buildings such as network communication and security, and some private enterprises with professional backgrounds became system equipment suppliers.
Intelligent building enterprises in China are divided into software system providers and system integrators. Leading enterprises in the industry include Dashi Intelligent, Advantech Intelligent, CLP Xingfa and Jiahua Technology. In addition to mid-stream project contracting and system integration, the above-mentioned enterprises also arrange intelligent building scheme consultation and engineering design business.
Industry development process: the industry has entered a stage of steady development, and the penetration rate of intelligent buildings has room for improvement.
With the rapid development of computer technology, information technology, electronic technology, control technology and communication technology in the 1980s, people's mode of production and lifestyle have undergone tremendous changes, which is a brand-new concept born in the field of architecture. 1984, an old financial building was rebuilt in Hartford, USA. The air conditioning, elevator, lighting, anti-theft and other equipment in the building were monitored by computers, providing voice communication, word processing, intelligence data and other information services for building customers, which was called the first intelligent building in the world.
In China, intelligent buildings originated in 1990s, and started late, but developed rapidly. Before and after the development of intelligent buildings in China, it has generally experienced the initial development stage, scale operation stage, gradual support development stage and steady development stage:
Industry Policy Background: Policy blessing to promote the application of emerging technologies such as the Internet of Things in the intelligent building industry.
Since 20 10, the State Council, the Ministry of Housing and Urban-Rural Development and the National Development and Reform Commission have successively issued policies related to building intelligence. The main policies focus on accelerating the construction of smart cities, building energy conservation, and promoting the application of Internet of Things technology in energy conservation and emission reduction and smart buildings.
In recent years, intelligent buildings have gradually developed from electromechanical management to digitalization and networking. Since 20 10, China has issued a policy to promote the application of the new generation of information technology in the intelligent building industry, which is helpful to improve the intelligent application level of the building industry.
Current situation of industry development
1. general situation of the industry: the total market size of the intelligent building industry shows a fluctuating growth trend.
In recent 40 years, with the rapid development of science and technology such as information communication, computer and automatic control, these technologies have been more and more deeply applied to the construction industry, which constitutes the concept of intelligent building. With the increasing material and spiritual needs of people, buildings are required to be more humanized and intelligent, and the market demand for intelligent buildings in China is growing. In the future, with the further development of China's real estate industry, real estate developers and investors will pay more and more attention to building intelligence. The application of intelligence in high-end commercial buildings, government office buildings, smart homes, stadiums and other buildings will be more and more extensive, and the requirements for intelligent functions will be more diversified and comprehensive. At the same time, energy-saving buildings and green buildings advocated by the state are closely related to intelligent buildings. Driven by spontaneous market demand and policy encouragement, the market prospect of intelligent buildings in China is very optimistic.
During the period of 20 15-2020, the demand scale of intelligent building market in China shows a fluctuating growth trend. According to the existing/newly added area, intelligent proportion and renovation cost per unit area, the intelligent market scale of existing and newly added buildings (public buildings, residential buildings and industrial buildings) is calculated, and it is concluded that the national investment scale of existing intelligent buildings in 2020 will be 3146 billion yuan, adding intelligence.
2. Application scenarios: The main application scenarios of building intelligence are residential, commercial and industrial fields.
The main application scenarios of building intelligence are residential, commercial and industrial fields. From 20 15 to 2020, the stock area of the three major construction areas will increase year by year. At the same time, affected by factors such as the tightening of financing in the real estate industry, the new area in the three major construction areas fluctuated and fell back.
According to the above market scale calculation method, in 2020, the intelligent scale of existing houses, factories and public buildings will be 654.38+046.8 billion yuan, 706.543 billion yuan and 97.6 billion yuan respectively. The scale of newly-built houses, factories, buildings and public buildings is155.5 billion yuan, 36.4 billion yuan and 67.2 billion yuan respectively.
3. Industry market segment: The building intelligent market segment has broad prospects.
-It is estimated that by 2026, the global market scale of building automation system will reach 1 12 1 billion USD.
Building Automation System (BAS) manages and controls all public electromechanical equipment in the whole building, including central air conditioning system, water supply and drainage monitoring system, lighting monitoring system, power supply monitoring system, elevator operation monitoring system and fire alarm system.
The system is mainly used in residential, commercial and industrial fields. It can centrally monitor, control and manage the electromechanical equipment in the building, provide suitable indoor temperature, humidity, fresh air, lighting and multimedia audio-visual system, and improve people's comfort. By monitoring and managing the working state of the mechanical and electrical equipment in the building, the system carries out comprehensive and effective centralized control on the start and stop of the mechanical and electrical equipment and automatic control based on calendar time, automatically adjusts the temperature and humidity in the building, and realizes the energy saving of the mechanical and electrical equipment.
According to the survey of Markets and, the second largest market research institution in the world.
Markets predicts that the global building automation system will be about $73.5 billion in 20021year, and this market will grow to $121billion by 2026. In recent years, the Asia-Pacific BAS market will keep growing at the highest compound annual growth rate, and the main participants in the Asia-Pacific BAS market are China and Indian.
-Intelligent building security system has broad development prospects.
Security automation system is one of the important parts of intelligent building. In recent years, with the rapid development and wide application of Internet of Things technology, artificial intelligence technology and system integration software, the market scale of security automation system in intelligent buildings in China is gradually increasing. At the same time, due to the development of many systems, the new technology applications of mainstream security vendors emerge in an endless stream, and the security automation market is showing a trend of blooming.
With the maturity of video monitoring technology, security monitoring system is more and more widely used in intelligent building management. Through centralized monitoring of various subsystems in the building, more effective management can be realized.
With the development of big data and artificial intelligence, the security industry will enter a period of rapid development of intelligent development. "AI+ Security" is used in different scenes including community and family. With the empowerment of AI, the ability to process, analyze and learn the growing data is stronger, the security system is more intelligent, and the development prospect of intelligent building security system is broad.
Industry competition pattern
1. regional competition: representative enterprises are mainly distributed in areas where electronic information technology is developing rapidly.
From the distribution of representative enterprises, the representative enterprises of intelligent building industry are distributed in Jiangsu, Beijing, Shanghai, Guangdong and other areas where electronic information technology is developing rapidly.
2. Enterprise competition: The representative enterprises that have obtained the top three qualifications are Dashi Intelligent, Yanhua Intelligent, Jiahua Technology and CLP Xingfa.
At present, there are many intelligent building enterprises, but the number of intelligent building enterprises that have obtained Grade A qualification of engineering design and intelligent building system, Grade A qualification of electronic and intelligent engineering and Grade A qualification of computer information system integration is relatively small. Representative enterprises with Grade A qualifications include Dashi Intelligent, Yanhua Intelligent, Jiahua Technology and CLP Xingfa.
In terms of registered capital, the registered capital of Tongfang and Dashi Intelligent exceeds 654.38 billion yuan, belonging to the first echelon; Registered capital of Ankong Technology, Nanjing Panda, Advantech Intelligent, etc. It is 5- 1 100 million yuan, belonging to the second echelon; Other enterprises belong to the third echelon.
From the perspective of major enterprises, the representative enterprises in China's intelligent building industry include Dashi Intelligent, Yanhua Intelligent, CLP Xingfa and Jiahua Technology. From the data of enterprise survey, there are many enterprises engaged in intelligent building industry at present, but there are few enterprises with Grade A qualifications in intelligent building design, engineering professional contracting and system integration. According to the stock/new area, intelligent proportion and renovation cost per unit area, the intelligent market scale of stock and new buildings (public buildings, residential buildings and industrial buildings) is calculated, and it is concluded that the market scale of intelligent building industry in China will be about 573.6 billion yuan in 2020, and the market share of enterprises in the industry is low.
Note: The market share is obtained according to the proportion of the enterprise's intelligent building business income to the market scale. Because the enterprise does not list the business separately, the market share in the chart is high.
Industry development prospect and trend forecast
1. It is expected that the application fields and application scenarios of the industry will continue to expand.
China intelligent building originated in 1990s and has been developed in China for 20 years. The industry has experienced three stages: initial stage, standardization stage and development stage, and has formed an industrial scale and industrial chain. Intelligent building engineering has spread to all types of buildings and extended to urban construction and related industries. It is predicted that in the future, in terms of application fields, intelligent buildings will be gradually promoted from first-tier cities to second-and third-tier cities, popularizing rural areas, ecological parks, industrial zones and other fields; Technically, from electromechanical management to digitalization, networking and intelligence; In terms of enterprise competition, large enterprises are developing towards integrated solution service providers in their advantageous fields; In terms of application scenarios, with the introduction of energy-saving and consumption-reducing policies, it is expected that building energy conservation will become the focus and contention point.
2. It is estimated that by 2026, the new market scale of intelligent building industry will reach about 396.8 billion yuan.
In recent years, real estate regulation has had a great impact on the new field of construction. It is preliminarily estimated that from 20021to 2022, the completed housing area will decrease, but the decline will be slowed down, and it will begin to recover in 2023, and the completed housing area will reach 3.8 billion square meters by 2026.
In 2020, the weighted average cost of new intelligent building system in China is about 1.97 yuan /m2. Based on this, the market capacity of intelligent building industry from 2026 to 5438+0 to 2026 is calculated, regardless of the unit price decline and inflation factors caused by the scale effect of intelligent buildings in the future. It is estimated that by 2026, the market scale of new intelligent buildings in China will reach about 396.8 billion yuan.
The above data refer to the Analysis Report on Development Prospect and Investment Strategic Planning of Intelligent Building Industry in China by Forward-looking Industry Research Institute.