Smart light poles are an essential part of the construction of smart cities. Smart light pole is not equal to a simple "multi-pole in one", it is more like a platform solution, but also the future development of smart city "capillaries". The smart light pole industry sprouted in 2018, opened in 2019, and increased in 2020, with overall exponential growth.

Smart light pole is intelligent, efficient, energy-saving management of the street lamp system, is an important part of the construction of smart city, with the continuous acceleration of the process of urbanization, smart light pole market potential is huge, the future development prospects are broad, let me talk about the potential of smart light pole concept stocks.

1. Policy support

Smart light pole is an important part of the smart city construction vigorously promoted by the state, and the government has given strong support and encouragement to the construction of smart light pole. Policy support can provide a better development environment and opportunities for smart light pole enterprises. It is reported that the first national standard of China's smart light pole industry, "Smart City smart multi-function pole service function and operation management specification", will be officially implemented from March 1, 2022. The release of the standard not only meets the needs of industrial development, unified the application and operation specifications of the smart light pole, but also provides an effective basis for the later management integration and multi-pole integration.

The standard is applicable to urban roads, highways, highways, squares, parks, courtyards and other public facilities multi-functional pole, which specifies the pole body classification, general requirements, design requirements, layout requirements, functional requirements, safety requirements and operational service requirements, filling the gaps in the national standards of multi-functional pole, and will further promote "multi-rod integration, multi-purpose". Promote the development of the multifunctional pole industry, provide important support for the construction of the Internet of Things perception network, create a new digital base of smart cities, promote the development of digital economy, help the construction of digital government, promote digital transformation, and lead the new digital life.

2. Market demand

Smart light poles can improve the efficiency of urban management and energy saving and emission reduction, which has received widespread attention and demand from the market. With the continuous acceleration of the urbanization process, the market demand for smart light poles will continue to expand, providing a broad market space for the development of concept stocks. According to the data of the National Bureau of Statistics, the number of urban road lights in China has increased from 17.74 million in 2010 to 30.49 million in 2020, superimposing new urban roads, and the new and replacement of street lights brought by this will reach a very considerable number every year. From 2014 to 2018, the penetration rate of smart light poles in new urban lighting street lamps each year increased from 0.0022% to 0.0475%, and the total number of smart light poles is expected to reach 150,700 in 2021. 5G, new infrastructure, and smart cities are speeding up comprehensively, and multi-functional smart poles are ushering in new winds, and have a broad market space in the world. According to CTIA forecasts, the market size of various hardware and services with smart light poles as the entrance in 2021 May be 3.7 trillion yuan, accounting for 20% of the total size of the smart city market, and is expected to show substantial growth during the "14th Five-Year Plan" period.

According to the "2020-2024 Global smart pole Market" report data released by Technavio, in 2019, the global smart pole market size is about 5.75 billion US dollars; From 2020 to 2024, the global smart pole market will grow by $7.97 billion to about $13.72 billion, with a compound annual growth rate of 19%.

3. Technical advantages

Smart light pole is a street lamp system that uses modern information technology to combine street lamp facilities with the Internet, cloud computing, big data and other technologies to achieve intelligent, efficient and energy-saving management. The smart light pole concept shares have technical advantages and can continue to introduce more advanced smart light pole products to improve market competitiveness.

In summary, the smart light pole concept stock has huge market potential and technical advantages, and has broad prospects for future development. However, it should be noted that investors need to have scientific analysis ability and risk awareness, and choose enterprises with good development prospects and management ability for investment.