On May 16, Shanghai held a press conference on covid-19 pneumonia epidemic prevention and control, which will fully restore the normal production and living order of the city from June. With the step-by-step promotion of resuming business and restoring the city, the demand for "digital sentry" is accelerated.
The epidemic situation in Shanghai has been effectively controlled and the resumption of business and cities has been promoted in stages. On May 16, Shanghai held a press conference on covid-19 pneumonia epidemic prevention and control, which divided the next prevention and control work into three stages. From May 16 to May 21, the number of people in sealed and controlled areas was continuously reduced, the prevention area was opened in an orderly manner, limited flow and effective control, and the city maintained a low level of social activities. From May 22 to May 31, the normal prevention and control was changed, and the scope of the sealed and controlled area was continuously reduced until it was unsealed. From June 1 to mid late June, on the premise of strictly preventing the rebound of the epidemic and controlling the risk, the normal production and living order of the whole city was fully restored.
Under the normalized control of the epidemic, the demand for "digital sentinels" was accelerated. With the steady progress of the resumption of work and production of enterprises in Shanghai, the demand for "digital sentinel" (integrated health verification machine) has increased. "Digital sentry" is a kind of hardware with the functions of rapid verification of health code, ID card and nucleic acid detection information. It has fast response time and is suitable for deployment in places with dense flow of people and high traffic efficiency requirements. At a press conference on the 15th, Chen Tong, vice mayor of Shanghai, asked commercial enterprises to fully implement the location code or "digital sentry" before resuming business. At present, the laying of "digital sentry" is accelerating. Nearly 80000 "digital sentinels" have been deployed in Putuo District. All Carrefour stores in Shanghai have been equipped with digital sentinels and location codes. In addition to commercial enterprises, government departments and financial institutions are also testing and bidding for "digital sentinels".
The overall market of "digital sentry" core scenario is expected to exceed 20 billion yuan. According to the data of China chain operation association and the National Health Commission, at present, the top 100 supermarkets in China have more than 30000 stores, 1028000 medical institutions, and the unit price of vertical "digital sentinels" is about 800013000 yuan. According to the standard of 1-2 "digital sentinels" for each scene, the market space of medical and supermarkets alone can reach more than 10 billion yuan. The scenes with large traffic such as office buildings and parks are usually equipped with gate type "digital sentinels", and the unit price of each is about 3 Shenzhen Textile (Holdings) Co.Ltd(000045) 000 yuan. According to the data of prospective industry research institute and global network, there are more than 22000 industrial parks and more than 1900 large-scale office buildings in China. Calculated by an average of 3 gates per scene, the corresponding market space is more than 2.1 billion yuan. If the "digital sentry" is widely spread throughout the country, the market space of its core scenario is expected to exceed 20 billion yuan.
Key manufacturers are expected to benefit, and government affairs and business supermarkets are deployed first. With the gradual promotion of the resumption of business and the resumption of market, the manufacturers related to "digital sentry" are expected to usher in good news Winner Technology Co.Inc(300609) is a leading enterprise in passenger flow analysis. When the epidemic broke out in early 2020, the company quickly launched bayonet body temperature measurement system. The "digital sentry" developed from the previous generation of temperature measurement system has been deployed in more than 100 party and mass service centers in Shanghai, and has recently been installed and launched in supermarkets such as RT mart and century Bailian, as well as commercial entities such as Baisheng shopping center on middle Huaihai Road and shangsheng new office Xiamen Meiya Pico Information Co.Ltd(300188) holding subsidiary Meiya Zhongmin released a series of electronic sentinels for epidemic prevention verification Wonders Information Co.Ltd(300168) citizen cloud "digital sentry" covers different scenes such as government offices, medical institutions, cultural and sports venues, streets and communities.
It is recommended to pay attention to:
With the promotion of resumption of business and city, the "digital sentry" under the normalized management of the epidemic is expected to become the basic configuration to ensure the recovery of social and economic activities. It is suggested to pay attention to Winner Technology Co.Inc(300609) , Xiamen Meiya Pico Information Co.Ltd(300188) , Wonders Information Co.Ltd(300168) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Shenzhen Jieshun Science And Technology Industry Co.Ltd(002609) , Dnake (Xiamen) Intelligent Technology Co.Ltd(300884) .
Risk tip: the epidemic control is not as expected.
