1. global and China security industry market situation

2022 global security market size reached3240Billion US dollars, year-on-year growth11.7%, mainly benefiting from the easing of the impact of the epidemic and the promotion of economic recovery. Among them, the scale of the intelligent security market has reached450Billion US dollars, year-on-year growth30.26%, accounting for the global security market13.9%It shows that intelligence is the main development direction of the security industry. In the smart security market, video surveillance is the most important segment,2022The global intelligent video surveillance market reached318Billion US dollars, year-on-year growth7.1%, accounting for the smart security market70.7%. In video surveillance products, the camera is the core component,2022The global surveillance camera market reached1142Billion US dollars, year-on-year growth12.28%。

China is the world's largest security market,2022The size of China's security market reached8510Billion yuan, year-on-year growth4.9%, accounting for the global security market26.3%. Among them, the scale of the intelligent security market has reached513Billion yuan, year-on-year growth26%, accounting for China's security market6%. In the smart security market, video surveillance still dominates,2022China's intelligent video surveillance market reached543Billion yuan, year-on-year growth10%, accounting for the smart security market105.8%(over100%It is because some products belong to multiple segments at the same time). In video surveillance products, the camera is also the most important component,2022The size of China's surveillance camera market reached360Billion yuan, year-on-year growth8%, accounting for China's video surveillance market66.3%。

In addition to video surveillance, China's security market also covers many fields such as entrance control, anti-theft alarm, explosion-proof security check, platform software, building intercom, etc. Among them, entrance control and anti-theft alarm are areas with high degree of intelligence,2022The annual market size reached85Billions of dollars and75Billion yuan, year-on-year growth15%and12%, accounting for the smart security market16.6%and14.6%. In addition, with the popularity of smart homes, home cameras have become a fast-growing market segment,2022China's home camera market size reached149Billion yuan, year-on-year growth10.9%, accounting for China's video surveillance market27.4%。

2. global and China security industry trends

As a security industry, the development of security industry is affected by many factors, such as policy, technology, demand and so on. From a global perspective, the development trend of the security industry mainly has the following aspects:

Intelligence is the core driving force of the security industry. With the continuous progress of artificial intelligence, Internet of things, cloud computing and other technologies, the security industry has changed from traditional passive monitoring to active identification, prediction and prevention, realizing the improvement of security perception and cognitive ability. Intelligent security products and solutions can improve security efficiency and effectiveness, reduce labor costs and false positives, and meet users' needs for safety, convenience and efficiency. In the future, intelligence will be widely used in more subdivided fields and application scenarios, such as face recognition, video analysis, behavior recognition, anomaly detection, etc.

Cloud is an important trend in the security industry. With the maturity and popularization of cloud computing technology, the security industry has gradually shifted from traditional local storage and processing to cloud storage and processing, realizing centralized management and analysis of data. Clouding can provide more storage space and computing power, support more concurrent access and remote control, reduce equipment costs and maintenance difficulties, and improve data security and reliability. In the future, clouding will be widely used in more segments and application scenarios, such as cloud video surveillance, cloud access control, cloud platform software, etc.

Servitization is a new opportunity for the security industry. With the diversification and personalization of user needs, the security industry has gradually shifted from the provision of single or multiple products to the provision of overall solutions and services, realizing the positioning adjustment from product content providers to solution service providers. Servitization can provide a more flexible and customized combination of products and services to meet the needs of users for different scenarios and functions. In the future, servitization will be widely used in more segments and application scenarios, such as smart homes, smart cities, and smart transportation.

From the perspective of China, the development trend of the security industry mainly has the following aspects:

Policy is an important support for the security industry. The rapid development of China's security industry began2005The release of the safe city policy, the follow-up smart city, snow project and other policies in turn, become the main driving force for the development of the industry. Government departments are the largest customers in the security industry, and their needs and inputs directly affect the scale and direction of the industry. In the future, with the country's attention and investment in social security, public security, national defense and military fields, the policy will continue to provide stable demand and financial support for the security industry.

Technology is the core competitiveness of the security industry. China's security industry continues to increase investment in scientific and technological innovation and research and development capabilities, forming a market from upstream chips, key components R & D and manufacturing, to midstream.AISecurity hardware and software product design and manufacturing, and then to the downstream system integration, operation and maintenance services of the complete industrial chain. Chinese security manufacturers have strong independent innovation capabilities and market competitive advantages in technology, especially in the international leading level in the fields of video surveillance, face recognition, and video analysis. In the future, with the continuous advancement of technology and the continuous expansion of applications, technology will continue to provide higher efficiency and effectiveness for the security industry.

Demand is an important driving force for the security industry. The demand for China's security industry not only comes from government departments, but also from the civilian sector. With the development of economy and society and the improvement of people's living standards, the demand for safety, convenience and efficiency in the civilian field is increasing, which promotes the wide application of security products and services in finance, public security, energy, transportation, education, environment, real estate and other fields. In the future, with the rise of smart home, smart community, smart medical and other emerging fields, the civilian field will become an important growth point of the security industry.

3. the global and China security industry competition pattern

Global and China security industry competition pattern is as follows:

Global scope: the global security market competition pattern is more scattered, there is no absolute monopoly or oligopoly. According2022Annual Global Security50Strong list, top ranking10The companies are Hikvision (China), Dahua (China), ASSA Alai (Sweden), AXIS (Sweden), Motorola Solutions (U. S.), Univision (China), Tiandi Weiye (China), Anlangjie (France), Hanwha.Techwin(South Korea), Aifeng (United States). Among them, Hikvision takes101The revenue of US $100 million ranks first, accounting for the global security market.3.1%, followed by Dahua shares51The revenue of US $billion ranked second, accounting for the global security market.1.6%. In terms of geographical distribution, China, the United States, Europe and South Korea are the main competitors in the global security market, with the largest number of Chinese companies reaching21Home, accounting for global security50strong42%It shows China's strong strength and influence in the security industry.

China scope: China's security market competition pattern is relatively concentrated, forming a certain oligarchy. According2022年中国安防50Strong list, top ranking10的企业分别是海康威视、大华股份、宇视科技、天地伟业、中维世纪、同为股份、力鼎光电、宇瞳光学、中控智慧、中兴通讯。其中海康威视以651亿元的营收位居第一，占中国安防市场的7.6%, followed by Dahua shares328亿元的营收位居第二，占中国安防市场的3.9%。从细分领域来看，视频监控是中国安防市场的主要领域，占中国安防市场的66.3%，其中海康威视和大华股份是视频监控领域的领导者，占视频监控市场的22.8%and9.1%。

四、主要竞争者分析与优势对比

本文选取了全球及中国安防行业排名前两位的企业——海康威视和大华股份，对其进行了竞争者分析与优势对比，如下：

海康威视：海康威视是全球最大的视频监控产品供应商和解决方案服务商，主要从事视频监控产品及解决方案、智能交通系统及解决方案、智能楼宇系统及解决方案等领域的研发、生产和销售。海康威视在全球拥有超过40000名员工，其中研发人员超过16000名，占员工总数的40%以上。海康威视在全球拥有超过100个分支机构和办事处，产品和服务覆盖全球150多个国家和地区。海康威视在2022year realized.101亿美元的营收，同比增长16.9%，净利润为15Billion US dollars, year-on-year growth11.4%。

海康威视的优势：海康威视的优势主要体现在以下几个方面：

技术创新能力强。海康威视不断加大研发投入和创新力度，在视频监控、人脸识别、视频分析等领域拥有多项核心技术和专利，并与国内外多所高校和科研机构建立了合作关系，保持了技术领先优势。

产品线丰富多样。海康威视拥有从前端摄像头到后端存储设备，从传输设备到显示设备，从软件平台到智能应用等完整的视频监控产品和解决方案，能够满足不同场景和功能的需求，形成了强大的产品竞争力。

市场渠道广泛深入。海康威视在全球拥有超过100个分支机构和办事处，建立了稳定的合作伙伴关系，覆盖全球150多个国家和地区，形成了强大的市场竞争力。

品牌影响力高。海康威视凭借其优质的产品和服务，赢得了客户和社会的广泛认可和信赖，多次获得国内外的荣誉和奖项，树立了良好的品牌形象。

海康威视的劣势：海康威视的劣势主要体现在以下几个方面：

对政府项目依赖度高。海康威视的主要客户是政府部门，其营收中约有70%来自于政府项目，这使得其业绩受到政策变化和预算调整的影响较大，存在一定的不确定性和风险。

面临国外市场的制裁和抵制。海康威视由于涉及到国家安全和人权等敏感问题，受到了美国等国家的制裁和抵制，其部分产品和服务被禁止或限制进入国外市场，影响了其海外业务的发展。

面临激烈的同行竞争。海康威视在安防行业面临着来自国内外的众多竞争对手，如大华股份、摩托罗拉解决方案、安讯士等，这些企业在技术、产品、市场等方面都具有一定的优势和影响力，对海康威视构成了较大的竞争压力。

大华股份：大华股份是全球领先的视频智能物联网解决方案与运营服务提供商，主要从事视频监控产品及解决方案、智能交通系统及解决方案、智能楼宇系统及解决方案等领域的研发、生产和销售。大华股份在全球拥有超过30000名员工，其中研发人员超过8000名，占员工总数的26.7%。大华股份在全球拥有超过80个分支机构和办事处，产品和服务覆盖全球180多个国家和地区。大华股份在2022year realized.51亿美元的营收，同比增长15.9%，净利润为6.5Billion US dollars, year-on-year growth18.2%。

大华股份的优势：大华股份的优势主要体现在以下几个方面：

技术创新能力强。大华股份不断加大研发投入和创新力度，在视频监控、人脸识别、视频分析等领域拥有多项核心技术和专利，并与国内外多所高校和科研机构建立了合作关系，保持了技术领先优势。

产品线丰富多样。大华股份拥有从前端摄像头到后端存储设备，从传输设备到显示设备，从软件平台到智能应用等完整的视频监控产品和解决方案，能够满足不同场景和功能的需求，形成了强大的产品竞争力。

市场渠道广泛深入。大华股份在全球拥有超过80个分支机构和办事处，建立了稳定的合作伙伴关系，覆盖全球180多个国家和地区，形成了强大的市场竞争力。

品牌影响力高。大华股份凭借其优质的产品和服务，赢得了客户和社会的广泛认可和信赖，多次获得国内外的荣誉和奖项，树立了良好的品牌形象。

大华股份的劣势：大华股份的劣势主要体现在以下几个方面：

对政府项目依赖度高。大华股份的主要客户也是政府部门，其营收中约有60%来自于政府项目，这使得其业绩受到政策变化和预算调整的影响较大，存在一定的不确定性和风险。

面临国外市场的制裁和抵制。大华股份由于涉及到国家安全和人权等敏感问题，受到了美国等国家的制裁和抵制，其部分产品和服务被禁止或限制进入国外市场，影响了其海外业务的发展。

面临激烈的同行竞争。大华股份在安防行业面临着来自国内外的众多竞争对手，如海康威视、摩托罗拉解决方案、安讯士等，这些企业在技术、产品、市场等方面都具有一定的优势和影响力，对大华股份构成了较大的竞争压力。

5. conclusions and recommendations

通过对全球及中国安防行业的市场现状、发展趋势、竞争格局以及主要竞争者的分析与对比，我们可以得出以下结论与建议：

安防行业是一个具有广阔发展前景和巨大市场潜力的行业，智能化、云化、服务化是其主要发展方向。投资者应该关注安防行业的技术创新和市场变化，把握行业发展机遇。

海康威视和大华股份是全球及中国安防行业的领导者，具有较强的技术创新能力、产品线丰富多样、市场渠道广泛深入、品牌影响力高等优势。投资者应该重点关注这两家企业的业绩表现和战略布局，把握行业发展趋势。

海康威视和大华股份也存在一定的劣势，如对政府项目依赖度高、面临国外市场的制裁和抵制、面临激烈的同行竞争等。投资者应该警惕这些劣势可能带来的风险和挑战，做好风险防范和应对措施。

尚普咨询认为，海康威视和大华股份要想在安防行业保持领先地位，需要做好以下几点：

增加对民用领域的开拓和布局，降低对政府项目的依赖度，提高业绩的稳定性和可持续性。

加强对国外市场的合作和沟通，积极应对国外市场的制裁和抵制，寻求新的市场机会和增长点。

持续加大研发投入和创新力度，保持技术领先优势，提高产品质量和性能，满足用户需求。

加强品牌建设和宣传推广，提高品牌知名度和美誉度，增强品牌影响力。