TECHNOLOGY:FIELDTRIPS TO SURVEILLANCE FIRMS AND CIIF:ROLE AI IN INDUSTRY UPGRADING

时间:2017年11月15日 10:01:03 中财网
Key takeaways
We visited Hikvision and Dahua, firms that are leaders in the security& surveillance industry, on November 6. Managers from the twocompanies (Dahua chairman Fu Liquan and Hikvision board secretaryHuang Fanghong) provided business updates and spoke about theapplication of artificial intelligence (AI) in the security & surveillancesector. On November 8, we attended the China International IndustryFair (CIIF) in Shanghai where Hikvision displayed its logistics robot,barcode recognition and supply chain solutions.
Recommendation
Security & surveillance industry seeing new opportunities.
Competing with new rivals incl. Huawei, Alibaba, SenseTimeand Megvii.
Sound development of new businesses such as industrialautomation
Expanding robot industry provides tailwinds for the “Made inChina 2025” strategy.
Risks
Lower-than-expected progress in AI’s application to security &surveillance and industrial automation.
□ .L.e.p.i.n.g. .H.U.A.N.G./.X.i.n.g.l.i.n. .W.A.N.G./.J.u.n.j.i.e. .Y.A.N.G  .中.国.国.际.金.融.股.份.有.限.公.司
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