"Cross-border" Realization of Spatial Information Industry

According to statistics from the China Geographic Information Industry Association, China's geographic information industry continues to maintain sustained growth under the influence of the downward pressure on the macro economy throughout the country. During the 12th five-year period, the average annual growth rate exceeded 20%. The total output value in 2015 is expected to reach 306 billion yuan. By 2020, the total output value will exceed 800 billion yuan. The rise of drones such as remote sensing and unmanned hotspots, coupled with the convergence of new ecological fields such as the Internet of Things, big data, and artificial intelligence, looks like ubiquitous geographic information technology. Where is the next wave of dividends?

The future dividends of geographic information through cross-border integration are often divided into four dimensions: mapping, GIS, RS, and GPS. Throughout the industry chain, it can be divided into three parts: upstream data acquisition, midstream data processing, downstream information services, and applications. The subdivided industries and the industrial chain are vertically and horizontally intersected. The enterprises in the industry also have horizontal and vertical bi-directional industrial attributes. In the industrial layout, the enterprises are realizing the two-dimensional integration of subdivided industries and industrial chains through mergers and acquisitions.

Typical enterprises such as NavInfo’s new acquisitions of Jiefa Technologies, Tuba, etc. layout car networking; Beidou Xingtong acquired Huaxin antenna, Jiali Electronics, Galaxy Microwave, Kelley Communications and other layout Beidou navigation; SuperMap software acquired Nankang Technology, the country map Information and other layout real estate registration. The realization of the future dividend of geographic information is completed through the integration of vertical and horizontal dimensions.

In addition to the capacity integration in the geographic information industry, it is more important to integrate geographic information data and services with external cross-border integration. Typical companies such as NavInfo and Internet companies such as Didi taxi and Jingdong cooperation will cooperate to achieve spatial information 2C. Business value, layout of "map data + car service + travel services" smart travel ecosystem.

It can be seen that the next wave of dividends in space information will be cross-border and converged through industry. In fact, this argument has been proposed as early as many years ago, and cross-border issues are being explored in various fields. This is not exclusive to the spatial information industry, but the industry because of its The problem of low output value caused by the transformation of technology and the limitations of current business scope has made cross-border issues a hot topic in the industry. As the GIS platform vendor representative representative hypergraph software, its chairman Zhong Ershun believes that "at present, our application is mainly in the government, speaking of 2C is mainly the Internet company, for enterprise applications, commercial applications, I think the broader scope of the Internet of things."

SuperMap software is a domestic software company that has implemented cross-border operations earlier in the geographic information industry. From the perspective of partners, 40% of thousands of hypergraphs are about government users, and 60% are about enterprise users. For example, Microsoft, IBM, and other IT vendors, Huawei, ZTE and other communications vendors, from the business perspective, have already begun to transition from traditional government projects to enterprise-level applications. In the past two years, they are opening up 2C domains through R&D of Internet-based products. From the aspect of brand building, SuperMap has identified itself as an IT company in recent years with “getting IT value with geographical wisdom”. Whether it is online communication or participation in offline conferences, SuperMap intends to step out of the traditional mapping and geographic information field to achieve Industrial exchanges.

Dividends for the construction of smart cities continue to increase, and plans to invest trillions of dollars.

At present, more than 500 cities in China are conducting pilot projects in smart cities, all of which have issued corresponding plans and plans to invest more than one trillion yuan. Various ministries such as the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Housing and Urban-Rural Development, and the National Development and Reform Commission have participated in the establishment of top-level design and indicator systems for smart cities. The number of smart city projects in the country has reached more than 3,000.

The construction of smart cities has led to the birth and continuous development of numerous new technologies, such as cloud computing and big data technology that change the way of city information integration and processing, the mobile internet technology after the completion of smart cities to the application level, and the environmental protection involved in smart cities. Information technology for industries such as planning, transportation, and power.

At present, geographical information related companies are gradually highlighting the value of space-time information in the construction of smart cities. Geographic information space-time platform is one of the most important attributes of urban construction. For example, transportation, electricity, energy and other industries informatization, industrial park planning, etc. support any government decision The information platform first needs to be based on spatial information.

However, from the point of view of the entire smart city's output value, the spatial information industry has only scored a small cup. Related companies have not become the main force of top-level design for smart cities, and even few companies have participated in it. They lack the role of city operators and the ability to operate big data after the construction of smart cities.

The spatial information framework is an indispensable underlying data platform for each city. Therefore, spatial information technology is actually widely used in the construction of smart cities. The technical main force and the weak point in the production value form a contradiction point. To resolve this contradiction, it will eventually fall on the idea of ​​integrating with the cross-border industry.

According to the 2014 Top 100 Geographic Information Enterprises list published by the China Geographic Information Industry Association in 2015, there are only five companies with an annual turnover of more than one billion yuan, and there is a large gap between companies with more than 10 billion yuan in foreign sales. Such figures are in stark contrast to the 360 ​​billion industrial scale. There are tens of thousands of small and medium-sized enterprises in China's geographic information industry. The market size is small, it is difficult to form a scale, and it is even harder to tap the market potential. Therefore, the market presents a pattern of continuous mergers and reshuffles. If these contradictions can be identified, the development of the industry will take a new look and it will usher in a true "next wave of dividends."