Abstract: At present, China urbanization rate is relatively low, but under China urbanization cycle, it is expected that the next decade, China's urban market scale will continue to grow steadily, which will also lay a good market foundation for the sustainable development of China's urban lighting industry.
01 Industry Development Overview
1. Urban Road lighting Industry
In recent years, China's rapid social and economic development, urbanization rate continues to increase, in 2021, China's urbanization rate has reached 65.22%, although compared with the world's developed countries, China's urbanization rate is relatively low, but in China's urbanization cycle, it is expected that in the next decade, China's urban market will continue to grow steadily. This will also lay a good market foundation for the sustainable development of China's urban lighting industry. With the implementation of the "14th Five-Year Plan", the implementation of new urbanization construction, clearly encourage and support the construction of transportation networks, improve the coverage of expressways, and provide new development opportunities for the expansion of urban roads and urban lighting markets and industrial upgrading.
Affected by macroeconomic fluctuations and economic downturn, some domestic infrastructure and municipal projects have been shut down or even canceled, with the "two new and one heavy" (new infrastructure, new urbanization construction, transportation, water conservancy and other major projects) and smart city construction work, the smart light pole industry market continues to expand, China's urban road lighting industry will enter a new stage of intelligent development.
2. Urban landscape lighting industry
Urban landscape lighting is a combination of art and science, involving the comprehensive application of optics, aesthetics, electricity, architecture, computer and other disciplines, is a comprehensive and systematic project. With the development of China's economy and the improvement of residents' living standards, urban lighting is no longer a simple process of illuminating objects. Excellent urban lighting schemes can integrate art, technology and urban cultural characteristics through lighting, so that urban characteristics can be reshaped and reproduced at night, showing the unique scenery of the city at night.
With the development of the national "two new and one heavy" construction work, the urban landscape lighting industry has entered a new normal of rational construction. Urban landscape lighting industry related enterprises have entered the transformation track, some of which are in the transformation of cultural night tour projects, the other part of the transition to smart city construction, "small and fine" cultural night tour projects have emerged, urban landscape lighting still plays an important role in the urban lighting industry.
02 Industry-Related Technology
1. Scheme design technology
Whether the urban lighting design is reasonable directly determines the level of subsequent product production, engineering construction, management and maintenance, different enterprises have their own design style, and there are also large differences in the technical level. In recent years, urban lighting is no longer only the pursuit of lighting function, but also the pursuit of aesthetic function, environmental protection function and cultural function, which requires the design of urban lighting scheme to be more cultural attributes, reflecting regional characteristics, which will put forward higher technical requirements for the design of urban lighting scheme. The design technology that focuses on aesthetics, environmental protection and combines with the cultural characteristics of the city itself will be the trend of urban lighting design in the future.
2. Product manufacturing technology
The product manufacturing link of the urban lighting industry is to convert the design molding scheme into industrial products, involving many technical fields such as process design, mold design, product sampling, and mass production. At present, the standardized production technology in the industry has been more mature, and the technology of urban lighting product manufacturing is mainly reflected in the manufacturing of mechanical structural parts and LED lighting and other high-tech and technical requirements. The trend of mechanical structural parts manufacturing is mainly focused on the process transformation and the introduction and use of new equipment, LED lighting is to intelligent lighting, human lighting, circular economy three direction of development, the future lighting industry will pay more attention to intelligent technology, pay more attention to the needs of people, pay more attention to green environmental protection.
3. Intelligent technology of urban lighting
Intelligent urban lighting plays an important role in the construction of smart cities, and smart light poles are one of the infrastructure of smart city construction. Smart light poles can be "multi-pole, multi-purpose", that is, at the same time play communication poles, street lights, traffic monitoring, security, traffic indications, roadside billboards and other functions, and at the same time, combined with perceptual interaction technology, big data algorithm technology, can provide decision-making factors for modern urban management. Therefore, many other fields of technology began to integrate with the field of urban road lighting. Urban lighting combined with a variety of cutting-edge technologies, so as to achieve intelligence is the future development trend of the industry.
03 Industry Competition
The urban lighting industry is mainly divided into urban road lighting and urban landscape lighting, and the industry market concentration is relatively dispersed. Urban road lighting industry market concentration is low, but there have been a number of large-scale enterprises. At the same time, a small number of enterprises in the urban road lighting industry focus on research and development, and constantly carry out process and product innovation, and some segments of the product market such as smart light poles and intelligent control systems also have a high market concentration.
According to the relevant research on the official website of the China Lighting Electrical Appliances Association, the current market competition pattern of the urban road lighting industry can be summarized as "two centralized and one decentralized". Among them, "a concentration" refers to the birth of a number of head enterprises in the industry, including Huapu Yongming, Zhou Ming, Think twice, Longteng, modern, Samsung lighting and other large-scale enterprises; "Another concentration" refers to the formation of a related manufacturing and supply chain concentration area represented by Jiangsu Gaoyou, driven by some leading enterprises such as Longteng and Hyundai, and many small and medium-sized enterprises gather in an industrial cluster. "A dispersion" means that the market concentration of the urban road lighting industry is still low, in the urban road lighting industry, the above head enterprises are still rare, and there is no 1 billion level enterprises to emerge, 500 million level enterprises are also a handful, and the number of small and medium-sized enterprises with sales in the tens of millions of levels is huge, accounting for the absolute majority. However, with the evolution of urban lighting market demand to complex, customized and fragmented, the requirements for enterprise research and development, manufacturing, service, brand and other requirements will be further improved, and the competitiveness of the head enterprises will be strengthened in the future.
The overall concentration of urban landscape lighting industry is low, and the competition is more fierce. In recent years, with the promotion of the construction of "beautiful China" and the improvement of the level of urbanization, the landscape lighting industry has developed rapidly, and the landscape lighting construction has gradually become homogenized competition. The field of landscape lighting competition gradually extends from the competition based on the hard strength of landscape lighting construction to the competition based on the soft strength of landscape lighting planning and design capabilities, project management capabilities, and post-service capabilities. At present, most enterprises in the industry only have the hard strength of landscape lighting construction, and only a few enterprises have both strong hard and soft strength advantages of landscape lighting. These few enterprises continue to extend the industrial chain to provide users with one-stop, full-cycle landscape lighting solutions, and promote the improvement of the industry competition pattern.
04 Industry Barriers
1. Talent barrier
The high professional and technical requirements of the lighting industry require enterprises to reserve excellent lighting designers and engineers. Excellent lighting designers need to have artistic aesthetics, architectural interpretation, LED technology, human geography environment understanding ability and perception of space, in order to take into account the appearance of design, functional effect, quality and safety and other aspects of the premise, the lighting design in practice; In addition, in the implementation process of lighting engineering, it is also necessary to have research and development technical personnel with professional knowledge of lighting engineering to provide technical support for the entire construction phase. At present, the domestic has not yet formed a system of lighting talent training mechanism, mainly rely on the independent training of enterprises. At the same time, the continuous expansion of engineering and the continuous complexity, precision and intelligence of the lighting production process have also put forward higher requirements for engineering management talents, production management talents and technical research and development talents.
2. Technical barriers
Urban lighting industry pays more and more attention to the quality and artistic effect of lighting engineering, from engineering design to construction, there are certain technical difficulties. Lighting industry covers science, technology, culture, economy and other fields, its research and development and innovation involve electricity, optics, aesthetics, architecture, computer science and other disciplines, technology field innovation and related technology integration application ability is to ensure the advanced level of enterprise research and development, sustainability of the necessary conditions, therefore, enterprises in the industry need to have a strong comprehensive research and development ability. At the same time, due to the different conditions in different places, enterprises need to decide the construction plan according to the specific situation, and practical experience constitutes the unique technology of enterprises. Therefore, the research and development and construction of urban lighting products have formed a high technical barrier to new entrants.
3. Sales channels and brand barriers
The customers of urban lighting enterprises are widely distributed, and the development of new customers usually requires a lot of resource investment, and after long-term cooperation and accumulation in order to reach a stable cooperative relationship. Newly entered enterprises have a low visibility, and it is difficult to obtain a high visibility and win the trust of customers in a short period of time. Therefore, newly entered enterprises are poorly accepted, and there are obstacles in the development of sales channels.