Six hot spots boost the rise of national security

The rise of China's security market has attracted worldwide attention. Many foreign-funded enterprises have increased their attention and investment in the Chinese market, and the global security market is shifting to China. Huge market demand and various favorable factors have driven the rapid development of the security industry, and the security industry continues to maintain a higher degree of prosperity.

One hot spot: High-definition applications beyond imagination A few years of concept hype, HD from the concept to reality, 2011 HD monitoring market was "blowout" and outbreak trend, the actual application of the popular speed faster than expected. Today, looking at the security industry, almost all video surveillance companies (including front-end to back-end manufacturers) have raised the banner of “HD”! Not high-definition, are embarrassed to stand in the security industry. The advertising words that a company at the 13th CPSE Anbo Expo has just concluded can be said to be a true portrayal of the current high-definition market - "comrades, to the HD!"

In real applications, although the proportion of high-definition video in the entire video surveillance system project is still very low, but the impact is very great, because the HD has become the consensus of the industry (including users) and the general trend of development of the industry. Although SD is still the largest market, all companies are afraid to focus on the SD market because they fear that they will be synonymous with “SD” and will be paid for by HD in the future. So in 2011 we saw this vision for all to see: Almost all mainstream video surveillance companies are standing in the head of HD, one by one soaked.

Hotspot 2: The Solution Provider Becomes the Leading Role of the Industry At the 13th CPSE Expo, what security company is still not known as a solution provider or even a "solutions expert"? Whether it is an international security giant or a domestic security leader, whether it is a manufacturer or integrator or even an agent, whether it is a video surveillance company or a building intercom, access control, and anti-theft alarm companies, all have turned to become solution providers. It can be said that the solution market has attracted countless heroes. Behind this scene of prosperity, it shows that almost all security companies are in crisis. What crisis? In the age of major security, if a company can only provide a single product and cannot provide a comprehensive solution, it appears that the technology is not comprehensive enough and it no longer adapts to the development of the industry. In this sense, security solution providers have had a profound impact on the development of the security industry.

Hotspot No. 3: Technology Integration into the Industry Theme The reason why Apple's mobile phones make the world crazy is to subvert the traditional concept of mobile phones, enrich the product content, and perfectly integrate mobile communications, e-mail, web browsing, and electronic maps. Users bring higher use value. In 2011, the speed of technological integration in the security industry also accelerated. On the big side, security and IT integration, integration with 3G, and integration with the Internet of Things, so as to continuously expand and extend security application space. In small areas, the integration of access control systems and video surveillance systems, and the integration of building intercom and alarm systems, can be said that the speed of technological integration in the security industry is constantly accelerating and deepening, with minor carelessness, and its own technologies together with living space have been “fused”. Now.

Hotspot No. 4: The dream of listing is spreading in security companies In 2005, when the Shenzhen Stock Exchange launched the small and medium-sized board, even with a loose Dakong sieve sieve, it would not be able to screen a security company that meets the listing conditions. However, a few years later, security companies have become the most active backbone of the SME Board and the GEM, and have formed a compelling security “listing tribe”.

In recent years, the security industry as a hot industry, the degree of prosperity is rising, and some investment companies have begun to focus on the security industry with unprecedented enthusiasm, and look for high-quality companies, counseling and boost its listing. In 2011, DVTV (January), Jieshun (Aug.) and Zhongwei Electronics (Oct.) were successfully listed. In 2011, security listed companies performed well overall except for individual companies. Hikvision has become the first stock market value of listed companies in Zhejiang, so that the security industry once again caused great concern in the economic community and even the whole society. In May 2010, the market value of Hikvision was approximately 34 billion yuan. As of November 16, 2011, its market value had climbed to 4.36 billion yuan, with a P/E ratio of 34.46. On the same day, the other three listed companies, Dahua, Anjubao and Infinova, had P/E ratios of 38.27, 47.08, and 60.72, respectively. Zhongwei Electronics and Jieshun Technology had higher P/E ratios: 179.67 and 319.10, far more than the returns from overseas listings. This has led some security companies listed overseas to begin to re-examine and seek a "return" road. From the perspective of development, listed security companies have basically achieved a good development, and even greatly increased its position and influence in the industry, which has aroused more and more security companies listed on the dream. In 2012, it is estimated that there will be 3-5 security companies listed.

Hot spot 5: Prosperous development of local security industry associations From January to September 2011, three provincial security associations, namely the Gansu Provincial Association of Security Technology Guards, the Shandong Public Security Technology Guard Association and the Xinjiang Uyghur Autonomous Region Security Technology Guard Association, were established. At this point, with the exception of individual provinces and autonomous regions, all provinces, municipalities and autonomous regions throughout the country have basically established their own security associations. Some qualified cities and even county-level cities have established their own security associations, such as Jiangyin City, Jiangsu Province.

Behind the vigorous development of the Security Industry Association, not only reflects the prosperity of China's security market, but also reflects the vigorous development of China's local security industry and the rapid rise of the second and third level security market. No wonder even foreign-funded security companies have begun to pay attention to and attach importance to the second- and third-tier cities.

Hotspot 6: The Battle of Standards Prelude On May 1, 2011, the national security standard “Security Monitoring Digital Video and Audio Coding and Decoding Technology Requirements” (referred to as SVAC standard) was formally released and implemented, raising an uproar in the security industry, indicating that China’s security The curtain of the industry standard war officially opened.

For a long time, the lack of standards has become an obstacle to the development of the security industry. However, due to various reasons, the formulation of security standards in our country has lagged behind the development of the industry.

Before the release of the SVAC standard, two more influential standards organizations have emerged in the market, namely ONVIF and PSIA. ONVIF, the Open Network Video Interface Forum, was jointly initiated by Axis, Bosch and Sony in May 2008. Its purpose is to jointly formulate open network video surveillance industry standards in an open and open manner. At present, it has developed into the world's most influential network video surveillance industry standard organization; PSIA, the entity security and interoperability alliance, was established in August 2008. Its purpose is to create a standardized interface for the hardware and software platform of the physical security system, and to make different security systems based on IP networks compatible.

Both ONVIF and PSIA are enterprise-sponsored standards organizations. Although they are not industry standards, they are recognized by industry companies and have formed their own "camps." This fully illustrates the strong industry demand for standards.