Third quarter of the urban intelligent traffic market report part of the problem

On September 25, the Ministry of Housing and the Ministry of Urban-Rural Development issued a notice on the traffic survey guidelines for the urban comprehensive transportation system planning, and gave guidance on the construction of urban and rural ITS in China. With the rise of smart cities, the intelligent transportation industry has become the industry with the most prospects and most tilted policies in the subdivided areas. The intelligent transportation industry, which is based on the concept of “science and technology transportation”, is expected to attract huge amounts of capital in the future. According to the statistics of China's Urban Intelligent Transportation Market Research Report, from 2008 to 2013, the compound growth rate of urban intelligent transportation reached 20.2%. With the introduction of the national 'Twelfth Five-Year Plan' transportation plan, it is expected that the overall market size of intelligent transportation will increase to 45.95 billion yuan in 2014, and it is expected to exceed 70 billion yuan next year. While benefiting from the Ministry of Public Security’s “12th Five-Year Plan for Road Traffic Safety” and the “Twelfth Five-Year Plan for Road Traffic Science and Technology Development”, it is estimated that the capital investment for domestic intelligent transportation will exceed RMB 170 billion in the next 10 years.

On October 1, 2014, Tranbbs released the Q3 quarter smart city traffic market report and conducted a detailed analysis of this year's hot smart city smart transport market. The analysis was conducted from the perspectives of market threshold, system operation and maintenance, project financing, government binding, PPP model, corporate consulting and design capabilities, and various government needs.

The data shows that the total market size of Q1-Q3 in 2014 maintained a growth rate that was approximately 20% of that of 2013. In the case of a low investment environment in the industry, this result seems to be inconsistent with the low growth rate in the image.

Cause Analysis

1. The number of projects increased by 74%. According to the number of project packages and market competition opportunities, the number of projects in the Q3 quarter of 2014 was 2,262, a year-on-year growth rate of a staggering 74%. The number of projects in Beijing, Anhui, Hebei, Hubei, Hunan, Jiangxi, Liaoning, Qinghai, Ningxia, Shanghai, Yunnan, and Chongqing doubled, and the number of projects in Hunan, Qinghai, and Shanghai reached more than 300%. .

2. The number of tens of millions of projects has increased and the average size of the projects has decreased. One of the main reasons for leaving a low-growth impression on the market is the reduction of projects with large investment scales and the reduction of projects that have attracted wide attention. The number of Q3 million projects in 2014 increased by 87% year-on-year, reaching a record high, but the Q3 million project market grew by only 11% year-on-year. According to the Tranbbs research report, the average size of Q3 million projects in 2014 was 22 million, and in Q3 2013 it was 37 million, which was a decrease of nearly 70% compared to the same period of last year. In 2014, there were one project with a scale of RMB 3.1 billion (1 item in the same period of 2013); 50 items with a scale of 2 or more (4 items in the same period in 2013); 31 items with a value of 30-50 million (8 items in the same period of 2013); 30 million The number of projects with the following scale is the most growth. The increase in the number of tens of millions of projects has maintained a favorable continuation of the overall trend of the city's intelligent transportation market, and the reduction of the average project size can be regarded as the impact of the deterioration of the investment environment. Tranbbs

3. The same as the average size reduction of tens of millions of projects, the average size of the overall project in Q3 2014 decreased by 25%. In comparison, more small orders emerged.

In addition, the Tranbbs report believes that in the context of tight government funding but still strong construction demand, smart city construction, which is also a major mode of corporate replenishment, is plundering many individual BT and BLT models in the intelligent transportation market before 2013. The entry into the sex market has created a higher threshold.

The construction projects of smart cities are basically multi-field construction content, and the business span is relatively large. There are mainly two types of resource models for urban construction enterprises. One is the ability of the construction enterprise or its own multi-business field, coupled with a relatively strong ability to integrate resources, and can share the subdivision construction work that it cannot undertake. The other type of model is that the enterprise is backed by a higher-level group company and can organize Group business strength, integration of brother company business, to complete the completion of the project.

The Tranbbs report specifically analyzed this case based on the Yihualu and Yinjiang shares projects that are very active in the smart city-intelligent transportation market this year. Relatively speaking, Yihualu belongs to the latter mode, and Yinjiang is closer to the former mode. At present, there are many acquisitions in smart city companies, both to expand the scope of smart city business construction and enhance market competitiveness. Yin Jiang had publicly stated earlier this year that the target of the company’s acquisition will be the enterprise in the smart city's industrial chain.

Release date: 2014/10/11 11:47:36

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