What changes will the 'new infrastructure' bring to the smart light pole industry?

　　The essence of the new infrastructure is to build the chassis of the country's digital society. It is the integration of the Internet, the Internet of Things, the Internet of Energy, and related operation and maintenance software and hardware facilities. In April 2020, the National Development and Reform Commission clearly stated that the new infrastructure mainly includes three aspects: information infrastructure, integrated infrastructure and innovation infrastructure.

　　Smart light poles have developed rapidly under the wave of new infrastructure.

　　In this article, let’s analyze in detail what the new infrastructure brings to smart light poles?

　　1. What changes have taken place in the industry?-New Infrastructure

　　 Under the wave of 'new infrastructure

　　 From January to May 2020, a total of 818 local special bonds were issued, 506 more than the same period last year; the cumulative amount of local special bonds issued was 2.169792 billion yuan, a year-on-year increase of 148.45%; local special bonds also accounted for the proportion of local bonds From 55.25% in January-May 2019 to 79.41%.

Chart: The number of local government bonds issued since 2018

Chart: The amount of local government bonds issued since 2018

　　The first special debt for smart light poles in China Landed, pioneering the issuance of special bonds for smart street lights in the highway sector, leading the forefront of smart development, and assisting the new construction of new districts.

　　 On May 18, 2020, the special bond for the smart street lamp project in Meishan Tianfu New District was successfully issued, with a 15-year interest rate of 3.43%. The total investment of the smart street lamp project in Tianfu New District, Meishan City is 2.036 billion yuan, and it is planned to apply for government special bonds. The fund is 1.1 billion yuan, accounting for 54.03% of the total investment.

Nearly 400 smart street lights on Zhongjian Avenue, the main road in Shigao Area, Meishan Tianfu New District, were completed and put into use. While the traffic lights, electronic eyes and other facilities are installed on the light poles, the smart street light integrates urban management functions such as 5G base station installation, environmental monitoring, video surveillance, LED display release, one-key alarm, etc., and enhances urban integration through 'multiple poles in one' The level of management is standardized and efficient.

　　The project income mainly includes lighting service fee income, LED advertising fee income, charging pile income, skyeye service fee and commercial rental and sales income. The total special income during the bond period is about 3.4 billion yuan.

Chart: Results of the issuance of special bonds

　　2. What changes have taken place in the industry?—Demand changes

　　 With the development and progress of science and technology, urban modernization With the continuous advancement of construction and intelligent transformation, the demand for street light poles that can be seen everywhere in urban roads is constantly changing.

　　From lighting needs to convenience of life to security needs, to the development of the Internet of Things and 5G small and micro stations, and in the future to unmanned driving and edge computing, the integration and technical content of smart light poles have also been proposed. Require.

Chart: On-demand integration technology upgrades for street light poles

　　In the traditional mode, street light poles, traffic light poles, monitoring poles, signage poles, telephone poles, etc. are constructed separately. The software has a single function, and there are also problems such as waste of resources, decentralized management, and impact on the appearance of the city.

　　 The number of light poles in my country in 2019 is 29.35 million (National Bureau of Statistics) is more than ten times the number of communication towers in the country, and the scale of superimposed security and traffic poles is even more amazing. 'Multiple shots in one, one shot for multiple uses' is the general trend of urban modernization.

　　 In recent years, all parts of the country have been undergoing 'multiple shots in one' transformation to avoid waste of resources caused by repeated construction, and the effect is remarkable , The bar reduction rate is mostly about 60%.

　　 'Multi-stroke in one' through bar reduction can not only save space and resources, but also save steel, etc., and the overall construction cost is reduced; through intelligent management and maintenance, it is also It can save maintenance costs in the later period.

Chart: 'Multi-stroke in one' reconstruction project rod reduction rate

Chart: 'Multi-stroke in one' reconstruction project saves costs

　　 In terms of unit price, for light pole companies, the unit price of smart light poles is higher, much higher than the price of ordinary street light poles. Smart light poles vary in price according to the function integration, and the general type is about 20,000 yuan, with rich functions. The product price ranges from 70,000 to 100,000. The price of ordinary street light poles ranges from 300 to 1500, and the price of smart light poles is more than 20 times higher than that of ordinary light poles.

In terms of quantity, from 1694 in 2009 Ten thousand lighting lamps increased to 27.38 million in 2018, a compound growth rate of 5.48%. With policy support, smart light poles will be mainly installed on both sides of new roads in the future; in addition, a large number of ordinary street light poles on urban roads have 'multiple poles in one' Transformation demand.

Chart: General smart light pole unit price calculation

　　 There is a large room for growth in the scale of smart light poles. According to CTIA forecasts, China will use smart poles as the entrance in 2021. The market size of various hardware and services may be 3.7 trillion yuan, accounting for 20% of the total scale of smart cities.