深安协CPS中安网西部数据2024中国安防行业年度盘点报告90页_4mb

2024中国安防行业年度盘点报告

（英文）

The 2024 Chinese security industry experienced significant development, marked by regulatory advancements, technological innovations, market expansion, and industry restructuring. The year saw key policy directives, emerging technologies, and substantial business performance shifts.

Market Highlights

1. National Office of Administrative Supervision approved the "Public Security Video Image Information System Management Regulation (Draft)", emphasizing standardized construction of public security video systems and protection of user privacy.
2. Education Ministry mandated full video surveillance in campus concealed areas, spurring demand for security solutions.
3. The "Opinion on Promoting New Urban Infrastructure and Building Resilient Cities" highlighted smart city development, creating a digital infrastructure synergistic platform.
4. The 4G camera market saw explosive growth, with cumulative sales reaching 2 million units in Jan-Aug 2024, marking 265% YOY increase.
5. The 2024 World Digital City Conference demonstrated industry's commitment to smart urban solutions through multiple discussions on digital transformation and AI applications.
6. Blacklight (全彩) technology gained traction, with leading enterprises like Hikvision and Dahua releasing specialized products.
7. TianDi Weiyi's 55 Yuan POE camera disrupted market dynamics through aggressive pricing.
8. HiSilicon re-entered security market, reviving partnerships and launching new chips.
9. The US continued sanctions against Chinese security firms, affecting companies like Hangzhou Unisight and Beijing Zhongshun.
10. Video Internet (视联网) showed rapid adoption, interoperable with carriers' infrastructure, and opening new service models.

Industry Trends

1. Global market expansion became a strategic imperative, with enterprises increasing overseas investment. Hikvision and Dahua achieved notable foreign revenue growth, while SMEs faced market challenges.
2. Consumer security products surged in demand, driven by 4G cameras, smart locks, and IPCs. Xiaomi and FeiShi reported impressive sales growth in export markets.
3. E-commerce channels dominated sales strategy, with platforms expanding digital marketing capabilities and capturing 50%+ of consumer products.
4. Domestic chip development accelerated, with multiple companies achieving production breakthroughs.
5. HarmonyOS ecosystem deepened, enabling cross-device connectivity and AI integration.
6. Video Internet integration matured, forming a three-layer architecture from network infrastructure to scene solutions.

Business Performance

1. Q3 2024 revealed mixed financial results, with major players showing revenue growth but profit margins under pressure.
2. Industry growth rate contracted, with only 20% of listed companies achieving both revenue and profit increases.
3. The first-tier enterprises (Hikvision, Dahua, etc.) increased revenue but faced profit challenges, indicating market saturation.
4. Overseas markets emerged as key growth drivers, with several companies reporting substantial gains.
5. IPO activity showed volatility, with success stories like Star宸 Technology (43% revenue growth) contrasting with failures like Meichi Wuliang and Kunshu Technology.

Emerging Technologies

1. AOV/AOR technology enabled continuous recording with intelligent power management, addressing traditional low-light visibility issues.
2. Blacklight technology revolutionized nighttime monitoring, with AI-ISP integration yielding wide adoption.
3. Wi-Fi HaLow (802.11ah) emerged as a low-power, long-range solution for IoT applications.
4. Palm vein recognition gained attention for its biometric security advantages and privacy protection.
5. AIoT convergence redefined security product capabilities with edge computing and data analysis integration.

Product Solutions

1. Guangzhi Tech introduced dual-spectrum temperature monitoring systems with 24/7 capability.
2. Jingjia Technology developed AI-based health monitoring devices for smart elderly care.
3. Jinka Technology's InBio P3000 series offered multi-modal access control solutions.
4. EasyVision's C520M smart camera featured 4K resolution and AI-powered person tracking.
5. Suzhou KeDa launched 5G single北斗 recorders, enhancing precision for law enforcement.
6. ZhiShun Tech's cold channel monitoring system promoted data center efficiency.
7. Shengshi Tech's vehicle inspection robot solved bottom-space monitoring challenges.
8. SanNeng Tech's SC11FP300 quantitatively upgraded chip performance for large model training.
9. AnShiJia's Wi-Fi6 blacklight solution addressed signal transmission limitations.
10. Chengyi Tech's foam and bulb systems demonstrated innovation in thermal imaging.

The report highlights a transformation phase in the security industry, marked by regulatory innovation, technological leapfrogging, and global market diversification. Key trends include accelerated domestic innovation, increased export activity, and deepening ecosystem collaboration. Notable developments in low-light imaging, AI integration, and network infrastructure underscore the industry's shift towards intelligent, efficient, and multi-scenario solutions.