Smart park丨Research report
Core Summary:
Definition: With the help of 5G, Internet of Things, big data, BIM, GIS and other information technologies, the smart park collects, stores and analyzes data such as people, logistics, and information flow in real time, and realizes the intelligent upgrade of the whole process of park planning and design, implementation construction, operation and management. Using information technology, smart buildings, smart communities, smart factories, smart transportation and other application scenarios can be built in the smart park, and a smart park brain that integrates operation monitoring and intelligent decision-making functions can be built to organically connect different carriers such as production plants, office buildings, residential buildings, and public infrastructure in the park to achieve the integrated development of production, life and ecology.
Market: Smart parks mainly follow the path of planning and design, construction and deployment, management and operation to implement deployment, usually initiated by park property rights holders or operation management agencies, and various entities supporting the construction and development of smart parks can be roughly divided into basic layer, platform layer and application layer. The construction of smart parks focuses on systematic planning and construction, continuous business scenario penetration and exploration, emphasizing the role of platform system services, and paying attention to user experience as the main business logic at present. Looking at the procurement demand for smart park projects in the past year, the market has high demand for projects such as construction and platform system construction. The amount of construction and operation service items is higher; Prefer local suppliers or suppliers with local branches.
Practice: At present, China's smart park manufacturers are concentrated in the eastern region, with generally high registered capital, and pay more attention to technological innovation and patent applications. From the perspective of the industry ecological pattern, system integrators, solution providers, and professional platform providers are the core players in the field of smart parks, focusing on the analysis of core players in three types of industries, and it is believed that the key elements of smart park market competition are concentrated in professional qualifications, industry knowledge, talent teams, cooperation ecology, technical level, operation services, etc. With the penetration of smart parks into professional business scenarios and the increasing importance of post-operation and maintenance, the importance of industry knowledge, talent teams, cooperative ecosystems, and operation services is expected to increase.
Outlook: The overall development of smart parks in China is "from the east to the central and western regions", and in the long run, the intelligent construction of central and western parks and the upgrading demand of smart parks in the eastern region coexist, and the market demand prospects are still considerable; The internal smart scenarios of smart parks will be further vertically expanded and refined, and the operation and maintenance of smart parks will also require more digital talents who can "use data". It should also be recognized that under the current trend of refined and deepening development of smart park scenarios, the development of smart park business still faces challenges such as application barriers, business fragmentation, data security, and management and operation.
Park conceptual connotation and functional positioning
Parks are the basic units of urban development and often undertake multiple complex functions
As the basic unit of urban development in mainland China, the park effectively links individuals, enterprises and cities, and is the basic foothold of smart city construction. The main body of construction and operation of the park includes government departments and enterprise institutions, government-led parks mainly include economic development zones, high-tech zones, etc., enterprise-led parks mainly include single enterprise parks, industry-office parks, commercial parks, etc., and some enterprise-led parks exist in government-led parks in the form of "park-within-a-park". Different parks realize one or more composite functions such as manufacturing, scientific research and development, and human living by building different forms of carrier facilities such as production plants, office buildings, scientific research platforms, and living facilities.
Regional distribution characteristics of some national parks
The regional distribution of national parks such as national high-tech zones shows the characteristics of strong east and weak west
National high-tech zones, national economic development zones, national science and technology business incubators, national university science and technology parks and other parks are representative national parks with their own functions. On the whole, the regional distribution of the above four types of national parks basically shows a trend of strong east and weak west, and the main reason is that the eastern region has comparative advantages in economic development, scientific research platform construction, information infrastructure construction, etc., which can provide better resource support such as talents, technology, funds, and scenarios for the construction and development of the park. From the perspective of provincial-level administrative regions, Jiangsu, Guangdong, Shandong, Zhejiang and other economically powerful provinces have a large total number of four types of national parks, Beijing and Shanghai are rich in higher education resources, and the proportion of university science and technology parks is much higher than that of other provinces.
Characteristics of park development trends
The development of the park shows a trend of digitalization, greening, integration and specialization
In the post-epidemic era, digital technology has accelerated its integration into all walks of life in social development, changing people's production and lifestyle, and driving the intelligent development of cities. In this context, as an important unit of urban development, the park is also constantly evolving and iterating. With the help of 5G, Internet of Things, cloud computing, artificial intelligence and other digital technologies, the park focuses on solving problems such as weak data governance capabilities, scattered resource use information, imperfect public service system, and unclear industrial themes, showing the development trend characteristics of intelligent governance, green production and lifestyle, integration of industry and city functions, and specialization of industrial services.
The development history and connotation of smart parks
The development of smart parks goes through three stages to realize intelligent sensing and digital intelligence sharing
Smart parks are an important component of smart cities, and through the integration and application of 5G, Internet of Things, cloud computing, artificial intelligence and other information technologies, they can realize new development capabilities such as interconnection, open sharing, collaborative operation, innovative development, and comprehensive perception. The construction and development of smart parks can be divided into three stages. Among them, the smart park 1.0 stage mainly realizes the initial digitalization of single-point facilities by improving the construction of the park's information infrastructure; the smart park 2.0 stage realizes the opening of multiple application scenarios through the construction of the digital platform; the smart park 3.0 stage fully integrates artificial intelligence technology into the production, life, ecology and other aspects of the park, integrating the core systems of production, transportation, life, municipal, transportation, energy, commerce, commerce and other core systems in the park to achieve intelligent leap as an organic whole.
Technology drivers for smart campuses
Efficient integration of information technology empowers the whole process of smart park construction
With the help of 5G, Internet of Things, big data, BIM, GIS and other information technologies, the smart park collects, stores and analyzes data such as people, logistics and information flow in the park in real time, and realizes the intelligent upgrade of the whole process of park planning and design, implementation construction, operation and management. Using information technology, smart buildings, smart communities, smart factories, smart transportation and other application scenarios can be built in the smart park, and a smart park brain that integrates operation monitoring and intelligent decision-making functions can be built to organically connect different carriers such as production plants, office buildings, residential buildings, and public infrastructure in the park to achieve the integrated development of production, life and ecology.
Policy environment for smart park development
The central government has stepped up guidance, and various localities have proposed multi-dimensional measures to support the development of smart parks
The mainland's 14th Five-Year Plan points out that it is necessary to accelerate the pace of digital society construction and build a new picture of a better digital life. The central government emphasizes the important role of smart parks in the construction of a digital society, and has repeatedly issued relevant policies to guide the construction and development of smart parks. Under the guidance of central policies, local governments actively promote the implementation of relevant policies and measures around the pain points of smart park construction and development and local actual conditions, focusing on four major aspects: financial support, standard construction, platform construction, and application scenarios, and help the development of the smart park industry from multiple angles and in an all-round way.
Smart park construction path and blueprint
Through planning and design, construction and deployment, management and operation, we will build a smart park ecology
The construction and operation cycle of smart parks can be mainly divided into three stages: planning and design, construction and deployment, and management and operation, which is a system engineering that gradually implements digital technology from concept to all aspects of the park, and realizes intelligent management services and operation and maintenance. Similar to the smart city system architecture, the ecosystem of the smart park can be divided into the basic layer, the platform layer and the application layer, of which the basic layer includes the perception terminal, network transmission equipment, etc., the platform layer mainly includes the basic platform and management platform, and the application layer is the application system and interaction interface of different scenarios.
Smart Park Market Demand: Overall Overview
The market has high demand for construction and platform system construction
Based on the information analysis of 325 winning projects of smart parks published from December 2021 to November 2022, from the perspective of procurement content, the market has generally had high demand for the upstream fields in the two industries of construction and platform system construction in the past year. Among the general contracting projects or multi-bid projects with multiple deliverables, the proportion of projects containing both smart park planning and design plans and subsequent construction was the highest, followed by projects with integrated delivery construction and platform system construction, accounting for 37.3% and 25.5% respectively.
Smart Park Market Demand: Price Characteristics
The amount of construction and operation service items is higher
Through the analysis of the bidding amount in various fields of China's smart park-related projects from December 2021 to November 2022, the total annual bidding amount and the average single project price of construction and operation and maintenance services ranked high among various projects, which on the one hand reflects that the tenderer's willingness to repay the construction of smart parks is still stable, and on the other hand, it also reflects that some smart parks have new O&M upgrade needs after a period of continuous operation. Providing follow-up operation and maintenance services for smart parks that have already been implemented has become an important revenue path for smart park manufacturers.
Smart Park Market Demand: Procurement Preferences
The tenderers prefer local enterprises, and Beijing, Guangdong, Yusu and Jiangsu enterprises have won more bids in different places
According to the analysis of the geographical distribution of suppliers of relevant winning projects in smart parks in China from December 2021 to November 2022, about 72.6% of the projects were won by enterprises in the province where the smart park was contracted (including subsidiaries of large enterprises in the local market), indicating that the demand side of smart park projects prefers suppliers with local corporate entities or branches. Another 27.4% of the projects were won by suppliers from other provinces, and through further analysis of the geographical relationship between the contracting parks and these winning enterprises, it was found that in the past year, enterprises in Beijing, Guangdong, Henan and Jiangsu won bids for more smart park contracting projects in other provinces.
Smart park business logic: pay attention to planning and construction
The planning, design and construction and deployment of covering software and hardware is an important business of smart parks
The planning and construction business in the field of smart parks covers two major links: planning, design, construction and deployment, including hardware such as building space, infrastructure, intelligent terminals, and software such as platform systems. As the overall smart park in mainland China is still in the rapid development stage, the planning, design, construction and deployment of smart park is an important business in the current market. Park asset holders, operating institutions and other demand entities usually attach importance to the planning of smart parks, and expect to form a blueprint for smart park construction through professional, innovative and landable planning and design schemes, and provide a standard basis for the construction and deployment of smart parks, software and hardware procurement, etc.
Smart campus business logic: business scenario penetration
Smart park business continues to penetrate vertically into diversified and specialized business scenarios
On the one hand, the development of mainland parks itself shows a trend of professional development, on the other hand, the construction and development of smart parks continue to improve and mature, and the construction of smart parks has begun to penetrate into professional business scenarios in the park, while professional parks in manufacturing, medical and health, education, energy and other fields have also begun to promote intelligent upgrading. The intelligent solutions of smart parks with commercial office as the main format mainly focus on the business scenarios of the real estate industry; Intelligent solutions in professional business scenarios need to combine the logic and characteristics of different industries and different businesses, and design and implement intelligent solutions according to different requirements.
Smart park business logic: The role of the platform is highlighted
The important role of platforms in smart park systems has received increasing market attention
The platform plays the role of "nerve center" in the smart campus system, usually integrating core digital facilities, key technical tools, data storage and computing, providing visual signage/windows and other important functions, and serving the realization of functional modules such as equipment IoT, business integration, operation management, and customer service. In particular, as the construction of smart parks continues to penetrate into different business scenarios, problems such as business barriers, data barriers, and management fragmentation in different scenarios are prominent, and the construction and improvement of platforms has become an important means to break through barriers and improve the level of intelligence. Platform-focused service providers are also beginning to emerge in the market, providing services to customers through local deployment or SaaS models.
Smart campus business logic: Focus on user experience
Operation management with user experience as the core has become the long-term way of smart parks
With the continuous construction and improvement of smart parks, the development of smart parks has gradually entered the 3.0 stage with "people-oriented" as an important feature, and professional and efficient operation and management services have become an important guarantee for smart parks to maintain and increase value. On the one hand, the operation and management service team of the smart park needs to comprehensively consider the different demands of diversified related subjects such as asset holders, operation managers, settled business owners, working and residential personnel and visitors, and continuously optimize and improve the service level by organizing customer demand research and customer satisfaction research. On the other hand, the concept of user experience as the core gradually penetrates into the planning and design stage, requiring the smart park planning and design scheme to also reflect "people-oriented".
Distribution of smart park manufacturers
Smart park manufacturers are concentrated in the east, with high registered capital and heavy utility patents
Through the analysis of 560 enterprises whose business scope includes the "smart park" field in China, which are currently in operation or in existence, it is found that about 367 Chinese smart park-related enterprises are concentrated in the eastern region, accounting for 65.5% of all sample enterprises. High registered capital and heavy utility patents are the two major characteristic labels of smart park related enterprises in China, on the one hand, a larger registered capital helps smart park manufacturers to show their enterprise strength in the process of participating in project bidding and bidding; On the other hand, utility model patents are also a concentrated embodiment of the new technology solutions and technological innovation strength of smart park manufacturers.
Smart park manufacturer ecology
System integrators, solution providers, and professional platform providers are the core players in the industry
From the perspective of different types of manufacturers, smart park system integrators, solution providers, and professional platform providers are the three core players in the industry. Among them, system integrators are usually leading technology enterprises, benefiting from their advantages in basic software and hardware and core key technologies, holding an important voice in the industry, and usually cooperating with different solution providers; Solution providers are important players in the industry, usually playing the role of general integrated general contractors, and are responsible for the construction and operation of smart parks. Professional platform providers are emerging manufacturers with expertise advantages in some professional sectors, and there is a certain competitive relationship with the first two types of players, and there are complementary cooperative relationships in some professional sectors. Other software and hardware manufacturers, design and construction units, weak current engineering units, etc. provide corresponding supporting support for the above core players.
Core vendor competitive factors
The factors of industry competition are mainly concentrated in 6 aspects, such as professional qualifications and industry knowledge
Focusing on the core players in the three types of industries, system integrators, solution providers, and professional platform providers, the key elements of smart park market competition are concentrated in professional qualifications, industry knowledge, talent teams, cooperation ecology, technical level, and operation services. With the penetration of smart parks into professional business scenarios and the increasing importance of post-operation and maintenance, the importance of industry knowledge, talent teams, cooperative ecosystems, and operation services is expected to increase.
The market prospects are considerable
The intelligent construction of central and western parks and the upgrading of smart parks in the eastern region coexist
Comparing the regional distribution of the number of smart park manufacturers in the mainland with the regional ratio of the number of smart park procurement from December 2021 to November 2022, it is found that there are many opportunities and high concentration of smart park procurement projects in the eastern region, and the proportion of agglomeration manufacturers in the central and western regions is lower than the proportion of regional project demand, and it is expected that the market demand opportunities for smart parks in the central and western regions are greater. A number of parks in the eastern region that have completed the construction of basic intelligent systems are expected to pay more attention to the in-depth development direction of high-tech and green sustainability after a certain period of management and maintenance, and combine new technologies, management methods, management systems with the innovation of industrial parks. The central and western regions will rely on the opportunities of industrial transfer in the east, based on their respective regional characteristics and the industrial development foundation of the park, combine the construction of smart parks with the industrial planning and development of the parks, and promote the transformation of a number of existing industrial parks into smart parks.
Scenarios require multiple scenarios
The smart scenarios within the smart park are further vertically expanded and refined
With the gradual deepening of the use of the digital platform system in the park, the requirements of individuals, enterprises and park managers in the park for intelligent systems continue to increase, promoting the construction of various intelligent scenarios in the park to a more refined and customized direction. While strengthening the horizontal and systematic connection between scenarios, various smart scenarios also continue to evolve vertically around the themes of human settlements, enterprise operation, park management, and industrial development, supporting the integrated, ecological, and refined development of smart parks.
Professional operation ecology
In terms of ecological construction, promote the training of digital talents required for smart park operation and maintenance
As the relevant systems and technologies of smart parks continue to penetrate into multiple scenarios such as investment operation, professional production, business development, and management decision-making, there is a gap in digital talents who can "use data" in various application scenarios, resulting in problems such as "setting up instead of using" and "not being as good as labor" in the smart park platform system. At present, the construction, operation and maintenance of smart parks in mainland China mainly need three types of talents, the first is the operation and maintenance talents who can use the smart park system to do things, the second is the governance talents who can use the smart park system to optimize decision-making, and the third is the innovative talents who can help optimize and iterate the smart park product solution.
New challenges
It still faces challenges such as application barriers, business fragmentation, data security, and management and operation
The foundation of smart park business development is to provide intelligent means for park operation and management, and help asset owners and operators achieve comprehensive management and operation goals such as park asset preservation and appreciation, efficient industrial ecological operation, and urban service function improvement. With the continuous improvement of the intelligent level of the park, the application penetration of smart scenarios in all aspects of the park, and the difficulty of the construction and operation of the smart park has also increased, and it is expected to face problems such as prominent barriers to the application of professional scenarios, business fragmentation problems, increasing attention to data security, and management and operation levels to be improved, which require the joint efforts of the demand side and supply side of the industry to overcome.