Winning a round A round of financing, a new track in the digital city runs a dark horse

Text | Mountain Walnut

No. 451, Hangzhou Road, Jiaozhou City, Qingdao, here is the Fangjingyuan Community with a history of more than 20 years.

The residents who live here still remember the former appearance of Fangjingyuan Community: monitoring old functional lack, difficult parking management, no elevators, property repairs difficulties, and poor grass -roots management interaction ...

I don't know when it started, the residents of the Fangjingyuan Community felt a little different. Behind the high -standing building, around the specific scenes of community safety, residents' safety, community elevators, community fire, community energy and other specific scenarios, there is an invisible "smart network": the face recognition and smart elevator of the entrance , Smart security scenes of the 24th child ...

Thanks to the five-level ecosystem of "City-Street-Community-Property and other service resources-residents" built by the "Jiaozhou Green Smart Living District Service Platform", the former old community is renewed, which not only solves the pain points of residents. It has reduced the cost of property operation, and also improved the efficiency of government grassroots governance.

As of now, the "Jiaozhou Mode" has transformed 24 communities and covers 26,000 residents. It has become the old -fashioned model of Shandong Province and a praise from the Ministry of Construction. It is replicated in Shandong and promoted nationwide.

Recently, the "designer" behind this Jiaozhou old community -Hainan Yun also entered the public vision again due to financing of 100 million yuan.

Tadill of smart city track, run a dark horse

The smart city track adds an important financing.

On June 13th, the Digital City IoT Technology Company -Hainan Cloud Federation Technology Co., Ltd. (hereinafter referred to as "Haina Yun") announced the completion of 200 million yuan in Series A financing. Investment entity (Shanghai City Investment Holding Investment Co., Ltd. and Chengding Fund) led, Shandong New Mobile Capital, Qingdao Global Wealth and Investment.

It is understood that this round of financing is mainly used for the construction capacity construction capacity construction capacity, integration of ecological layout resources, and regional market business expansion.

Founded in 2019, from the perspective of the smart city industry chain, it is located in the middle reaches of the industrial chain. It is a smart city system integration and solution provider. It has the ability to integrate software and hardware. Its business scope covers the design of digital cities from design, design, and design, Construction and operation and maintenance of the whole life cycle.

The relevant person in charge of Hainan Cloud said that based on the coordination of various industries, this round A financing mainly focuses on the construction of the industry, especially for nearly one step to accelerate Hainan Yun's industrial landing in the Yangtze River Delta region. It is understood that Shanghai City Investment Holdings will launch strategic cooperation with Hainan Cloud in enterprise digital transformation, smart apartments, smart construction, digital twin, smart hotels, smart finance and other scenarios.

Based on this financing, Wu Chun, the vice president of the leader of Shanghai City Investment Control, said that the opportunity to participate in the direct investment platform of the urban investment holding of the listed company to participate in the investment in Hainan Cloud, and it is also the needs of Shanghai City Investment. A very good start and opportunity for cloud technical capabilities to cooperate with each other's comprehensive capabilities.

As a follower, the future of Qingdao Global Wealth will conduct related cooperation with Hainan Cloud in the areas of smart cities, smart communities, smart parks, digital twins, BIM design consulting, and smart garage.

An Jie, chairman of Qingdao Global Wealth, said that Qingdao Global Wealth, as a state -owned platform for Laoshan District, has cooperated with Hainan Cloud in the application of smart buildings and BIM through self -holding building properties. It is very recognized. In the future, the two parties will further strengthen cooperative relations in urban renewal, smart buildings, smart parks, digital twins, and BIM.

As the capital of the World Industrial Internet, Qingdao has formed a characteristic industrial cluster dominated by electronic information manufacturing, software services and network services. At present, the development of a new generation of information technology industry is currently accelerating. The development of the new generation of information technology industry and technological innovation in Laoshan District.

Anjie believes that as a local enterprise hatched in Laoshan District, Qingdao, he looks forward to Hainan Cloud's leader in the smart city industry in Laoshan District, Qingdao and even Shandong Province in the future, and provides engines for the improvement of urban comprehensive competitiveness.

Why is the capital that has come in the future, why is the capital of capital?

In a macro perspective, Hainan Cloud won the favor of capital, not accidental.

The construction of smart cities began in the United States and flourished in China. At present, the number of pilots of smart cities in China has accounted for 48%of the world's.

The "Fourteenth Five -Year Plan" outline will "accelerate digital development and build digital China" as an independent chapter. With the introduction of digital cities in various provinces and cities, the favorable national policies, the increase in urbanization and urban population proportion, and technological progress, etc. Driven by multiple factors, smart cities have opened a trillion -level market size.

According to the statistics of the Foresight Industry Research Institute, the size of China's smart city market exceeded 1 trillion yuan in 2016. It is expected that the market size in 2022 is expected to reach 25 trillion yuan, which will be 20 times in less than ten years.

The trillion -level air outlet has also attracted the accelerated investment of social capital. According to the data of the China Institute of Xinong, my country ’s investment in smart cities has expanded year by year. In 2020, the total investment of smart cities related projects has exceeded 2.4 trillion yuan. According to IDC, by 2022, China's smart city investment will reach 200 billion yuan.

Throughout the more than ten years of development in smart cities, from the decentralized construction stage of conceptual introduction to the standard development stage of pilot exploration of smart cities, now it has entered a smart city track that has developed comprehensive development. The new round of market shuffle has also begun Essence Combined with the perspective of multiple investors in the Smart City Circuit and the industry brokerage reports, financial and economic reports have been sorted out and found that in terms of business models, application scenarios and technical barriers, the current investment environment of smart city tracks has developed.

First of all, in terms of business models, due to the long period of smart city projects and slow repayments, the single model led by the government and financial investment in the past is unsustainable. It has now transformed into a diversified model of social participation and joint construction and operation.

The main reason for the transformation of the pattern is not difficult to understand. As a complex systematic project, smart cities involve multiple participants. From the perspective of Sun Yisong, the research director of the New Science and Technology Division of Equalocean, Equalocean, the government, enterprises and the public have their own purpose, and the government's demand is concentrated in urban governance scenarios; The demand is concentrated in the service scenario of people's livelihood.

In other words, if you want to take into account the diversified interest demands of different participants, and finally ensure that it can be used and used well, smart city service providers must build a moat in the business model to form a solution, platform research and development, software delivery Go to the complete business closed loop of software operation and maintenance.

"Model Innovation" is also one of the reasons for Hainan Cloud to gain the favor of capital. Different from the hardware equipment and software service providers on the one-link of the industrial chain, Hainan Cloud can use standardized software and hardware to form a closed loop of digital cities from the "solution design-construction and construction-operation and maintenance service".

Software and hardware product capabilities are a good example. According to public information, Hainan Cloud has nearly 100 core software platforms such as emergency monitoring and early warning platform, municipal road bridge supervision service platform, 5G networking platform, municipal CIM+platform, digital twin platform, and other types Hardware equipment such as detectors, various security products.

People in the industry generally believe that "software and hardware integration" can complete the implementation of digital cities related scenarios faster and lower cost.

Secondly, in the field of application, the current smart city has gradually moved towards a new stage of "application -oriented", which means that the market has higher and higher requirements for the replication capacity and maturity of the vertical field of smart city service providers.

Guojia and Fund partner Lu Jiaqing, who had invested in star projects such as Huituo Smart and Defeng Technology, said that Guojia and Fund will pay more attention to whether companies can "form differently in traffic, public security, education and other scenarios. Hua, Application Innovation Project. "

Industry people and investors' attention to vertical fields released a large signal. Although the application scenarios are rich in application scenarios, the concentration is not high, and due to the "inclusiveness" of the top -level design, it is required that companies must not only have core scene solutions, but also meet the application scenarios of "long tail".

Among them, how the technology and scene integration brings a better experience to end users. This is a key proposition in the construction of smart cities. One of the differentiated advantages.

Different from other smart city service providers, Jin Yan, chief technical officer of Hainan Cloud, said: "Being a smart city, the entry point and starting point of Hainan Cloud will always be the needs of users. Customized service. "

It is understood that Hainan Yun has landed vertical scenes such as digital emergency and urban life lines, digital municipalities, digital BIM/CIM, digital city governance, digital urban governance, digital communities/parks, and other vertical scenes. The National Ministry of Housing and Construction and Shandong Provincial Department of Housing and Construction recognized the promotion.

"From 1 to N", Chongqing Tieshan Ping Forest Fire Project with digital emergency scenes, Qingdao Road and Bridge Supervision Service Platform with digital municipal scenes, Wangtai Smart Town Street, Wisdom of Wangtai, Wisdom Models such as the Jiaozhou Old Community Reconstruction Project in the community scene have successfully copied in 18 cities such as Qingdao, Ningbo, Chongqing, and Chengdu.

Outside of the scene, technical ability is also one of the focus of investors' attention. As one of the main lines in the development of smart cities, from traditional data centers to the release of the computing power brought by cloud computing to the connection capabilities in the era of all things in the future, under the heat of "hard technology" The technical points of the smart city track are looking forward to.

As one of the earliest domestic investment consortia in China, the senior vice president of Donghua Software, the chairman and CEO of Donghua Yun and the Smart City Group, mentioned "visualization, Yun Yuansheng, the Internet of Things and artificial intelligence" is the The four "technical points" that investors are concerned about.

The core technical points that have attracted much attention in the industry are also the underlying support for Hainan Cloud to achieve rapid development. Zhang Min, general manager of Shanghai Chengding Fund, still remembers Hainan's "digital twin visualization ability".

"The visualization ability of Haina Yun's BIM and CIM is very impressive, because in the future smart city, more and more data connected will be, and more and more products and services are connected. The visual ability of film -level picture quality, to understand the data and computing power of the data, so that the digital industry economy can be truly formed, and efficient governance and benefiting people's livelihood. "

As one of the followers, An Jie, the chairman of Qingdao Global Wealth, also emphasized "the importance of new generation of information technology such as the Internet of Things, AIOT, Big Data". "This time, Hyuna Cloud also sees its independent research and development capabilities on the four core technologies and card neck software, especially the breakthrough of Haina Cloud on the Internet of Things and digital twin -related software. Urban construction will be greatly enabled. "

According to reports, Hainan Cloud created the PAAS platform of the Global Perception, gathered four core technologies of "AIOT, Digital Twin, Big Data, Algorithm", and provided the sense of energy, digital energy, and energy, digital energy, and energy that can empower the governance of smart cities, respectively. The four capabilities of the calculation and the ability.

Since its establishment 3 years, as of now, Hainan Cloud has achieved certain achievements around the four core technologies, has obtained patents and softened total 400 pieces. The 2021 IoT Demonstration Project "" 2020-2021 The Internet of Things Key Technology and Platform Innovation Demonstration "," 2021 Big Data Industry Development Pilot Demonstration Project "and other national recognition.

In terms of talents, there are more than 730 talents in Hainan Cloud. The core members are first -class colleges such as Tsinghua University, the Chinese Academy of Sciences, Harbin University of Technology, and the University of Science and Technology of China.

From the perspective of financial and economic, the more important point of this time is Hai Na Yun, which is the ecological innovation of Hainan Cloud.

According to public information, the digital city "Black Sea Ecology" created by Hainan Cloud has attracted nearly a hundred ecological partners including Zhongke brain, HKUST Xunfei, Hikvision, and Shandong University.

"Ecological Innovation" is more conducive to long -term operations. At present, the era of single soldiers in the Chinese smart city track has passed. Compared with meaningless competition, it is necessary to cooperate and innovate various ecology to achieve sustainable development.

"The service chain that meets environmental needs has vitality. Smart cities do not need a perfect system for China." The view of the former deputy director of the National Information Center and Hu Xiaoming, the former vice chairman of the China Information Association, also confirmed the importance of ecology. Essence

To some extent, model innovation, scientific and technological innovation and ecological innovation are important reasons for Hainan Cloud to harvest capital.

In the era of smart city 3.0, who can master the "key to the future"?

"From digitalization to intelligence and then intelligent, making cities smarter and smarter is the only way to promote the modernization of urban governance systems and governance capabilities, and the prospects are broad."

Behind the beautiful vision of "making cities smarter and smarter", what people pay attention to is what will the future smart cities become?

The "Smart City White Paper -Relying on Smart Cities (2022)" by the National Industrial Information Security Development Research Center and the China Industry Internet Development Alliance, etc., has clearly given the answer -the current smart city Development has developed from a 1.0 model that breaks through a single point to a comprehensive comprehensive governance 3.0 model that integrates industries, cities, and people.

In the 3.0 era of integration of industries, cities and people, the construction of future smart cities will be a life operation system that grows, integrates, and iterates in various systems. Like tropical rain forests, it will grow around each ecological collaborative party.

Looking around, the current smart city market is still relatively scattered, and the main players can be divided into three categories. First, as operators of national information and communication infrastructure, such as China Mobile, etc., the second is ICT technology and resource giants represented by Ali, Huawei and Tencent; third, technology companies that deeply cultivate in the subdivided field, such as Shang Tang; However, professional service providers lacking from schemes to landing to operation and maintenance, such as Hainan Cloud.

According to the "2021 China Smart City AIOT Application Research" released by the You think tank, as a professional service provider in the field of AIOT, Hainan Cloud's advantages are reflected in the can further open the industrial ecology based on vertical scenes.

At present, the smart city track has not yet run a giant, and its essence is determined by the track attributes.

Hu Xiaoming, the former deputy director of the National Information Center and former vice chairman of the China Information Association, said: "Smart cities are long -term careers, and only the starting point has no end."

Sun Yisong also believes that the long stream of water is the essence of the smart city track. "This is a" government paid, inclusive popular "track. Enterprises or entrepreneurs must have sufficient strategic determination and social responsibility."

But in the long run, the smart city track is not unable to run a giant.

As the leader of this financing, Wu Chun, vice president of Shanghai City Investment Control, believes that in the trillion markets of smart cities, if you want to become a company above designated size, you must have a strong solution ability, sales resources and technical monetization capabilities. Essence

Wu Chun mentioned that technology companies, product companies, design companies, and pure sales agency companies also have the opportunity to get orders locally, but if they want to be a large -scale track leader, or the leader of a super order , Need to have all the above capabilities.

"This is not easy, but we see Hainan Cloud go all out." Wu Chun said.

On the segmentation track, Hainan's advantages are significant. As Zhang Min said: "The Internet of Things tracks in digital cities will definitely run out of giants, especially IoT companies with visual ability."

There is no doubt that the injection of capital is a good start for Haina.With the injection of round A financing, Hainan Cloud is expected to exert greater value, accelerate the leadership of different tracks, and then expand its ecosystem.Hainan Cloud's relevant person in charge said that Hainan Cloud plans to accelerate the landing in 10 countries and 100 cities around the world, realizing 8,000 communities, 1,000 parks and 100 million users, helping China's smart cities leading the world, realizing digital China in ChinaVision.

In addition, Hainan Cloud is expected to become a high -growth enterprise in unicorn within three to five years, with a valuation of nearly 10 billion yuan, becoming the "first share of the comprehensive capabilities of the Internet of Things digital cities."

However, at the moment, the road of smart cities is still obstructive, and bidding farewell to the "Thousand Castle" also needs to ask for it.But with the maturity of the industry, who can master the "key to the future" behind this smart city network weaving?Perhaps there will be answers in the near future.

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