The 57 trillion yuan infrastructure "engine" roared! The LED display industry takes advantage of pol

1. Policy setting: Use infrastructure to strengthen circulation to lay the foundation for LED display demand

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On August 18, the ninth plenary meeting of the State Council clarified the core direction to seize key focus points to strengthen the domestic cycle, and use the inherent stability of the domestic cycle to hedge the uncertainty of the international cycle. Among them, the four major measures to expand effective investment, promote the construction of a unified national market, consolidate the trend of real estate stopping decline and stabilizing, and combine urban renewal to promote the transformation of villages in cities have formed synergy with the recent infrastructure support measures of the National Development and Reform Commission and the Ministry of Transport to directly contribute to the LED display industry creates incremental space.​

According to statistics from the Construction Times, as of now, 24 regions across the country have released investment plans related to key engineering projects in 2025, with a total of more than 19,000 key projects and a total investment of 57.5 trillion yuan. This huge infrastructure volume is not only the fulcrum of economic development, but also a booster for the LED display industry to penetrate into various scenarios. From transportation hubs to livelihood projects, from commercial complexes to old community renovations, the visual value of LED displays is gradually integrated into the entire infrastructure chain.​

2. Implementation of infrastructure in 24 provinces and cities: LED displays bloom at multiple points according to regional characteristics and needs

Key project plans formulated by each province and city based on their own positioning bring differentiated and large-scale application scenarios to LED display:

Core cities: driven by technology and people's livelihood, the demand for high-end displays is prominent

Beijing's" three key projects in 100" cities in 2025 (100 major scientific and technological innovation and modernization industrial projects, 100 major infrastructure projects, and 100 major people's livelihood improvement projects) have a total investment of about 1.4 trillion yuan, including smart laboratories and data centers in scientific and technological innovation projects, and community service centers in people's livelihood projects., all require high-definition LED splicing screens and small-spacing displays; Among Shanghai's 186 major projects (66 in the science and technology industry and 65 in the urban infrastructure category), projects such as new subway lines and expansion of Hongqiao Hub will add a large number of new demands for traffic guidance screens and platform information screens, and LED matching for a single subway line The amount is expected to exceed 50 million yuan.​

Regional town: Collaboration between industry and infrastructure shows that the scene continues to expand

Chongqing's 1568 city-level key projects (with a total investment of 4.4 trillion yuan) are deployed around" six districts and one highland". The intelligent monitoring screen in the manufacturing park and the large screen system in the smart city command center of Liangjiang New Area have become new growth points for LED display; Zhejiang" Ganxiang" The first batch of 1364 projects of the trillion-dollar project (With a total investment of 7.5 trillion yuan), 71 infrastructure projects with a total investment of more than 10 billion yuan have been included. The follow-up renovation of Hangzhou Asian Games venues and the construction of Ningbo Port Smart Port have promoted the application of transparent LED screens and outdoor high-definition advertising screens; Key projects in Guangdong's 2490 provinces (with a total investment of 9.2 trillion yuan) cover three categories: infrastructure, industrial projects, and people's livelihood security. The construction of the Guangdong-Hong Kong-Macao Greater Bay Area intercity railway network will drive full coverage of LED displays at stations along the line. It is expected that the number of new outdoor LED screens will exceed 100,000.​

Border areas and underdeveloped areas: infrastructure makes up for shortcomings, and just needs to show first

500 key projects in Xinjiang (A total investment of 3.47 trillion yuan) Focusing on transportation interconnection, projects such as Urumqi International Dry Port Area and Kashgar Airport Expansion require outdoor LED traffic screens that are resistant to low temperatures and have high stability; 170 key construction projects in Xizang (The planned investment is 203 billion yuan), urban community announcement screens and tourist attraction guide screens have become just needed for people's livelihood support. From January to February, the resumption rate of key projects reached 80.2%, which has led to the purchase of the first batch of LED display equipment; Yunnan's 1775 major provincial-level projects (with a total investment of 2.922275 billion yuan) cover port infrastructure construction, and the demand for customs clearance information screens and epidemic prevention warning screens at Ruili, Mohan and other ports is growing rapidly.​

3. Real estate and urban update: turn on the LED to display the last mile scene

The meeting specifically proposed to combine urban renewal to promote the renovation of villages and dilapidated houses in cities, and adopt a multi-pronged approach to release improvement needs. This policy directly activates the application of LED displays in real estate and community scenarios:

New housing market: supporting display upgrade

As the real estate market has stopped falling and stabilized, immersive LED sand table screens in sales offices, smart lighting screens in model rooms, and smart access control screens at community entrances have become standard, such as major implementation projects in 500 provinces in Jiangsu (annual planned investment of 652.6 billion yuan). Among them, residential projects in Suzhou, Wuxi and other places have incorporated Mini LED-backlit TVs into refined decoration packages, promoting an increase in indoor LED display penetration.​

Transformation of villages in cities: People's livelihood display replacement

In urban village renovation projects in Beijing, Shanghai, Guangzhou and other cities, demand for policy publicity screens in community service centers, advertising drainage screens in commercial streets, and security monitoring screens in public areas has surged. A certain urban village renovation project in Shenzhen purchased LED display screens in a single phase. There are more than 200 screens, covering 12 residential areas.​

4. Private capital and technology upgrades: Injecting long-term growth momentum into LED displays

Admission of private capital: Expand the space for market participation

The National Development and Reform Commission's national project promotion platform to private capital shows that as of August 22, 12122 projects have been promoted across the country, with a total investment of 10.28 trillion yuan. In 2025, 3 trillion yuan of high-quality projects will be launched in the fields of transportation, energy, water conservancy and other fields. Support private enterprises to participate through franchising and entrusted operations. This provides a new path for LED display companies. Private enterprises can undertake projects such as highway LED induction screen operation and scenic spot smart display system construction. For example, a private enterprise recently won the bid for the five-year LED screen operation rights of a certain highway section in Sichuan, with a total investment of 120 million yuan.​

Technology iteration: meeting the needs of new productivity

This round of infrastructure emphasizes high-quality development, increases the proportion of new infrastructure and digital infrastructure, and promotes the upgrade of LED displays to Mini/Micro LED, intelligent and low-carbon. Among" the trillion-dollar" projects in Zhejiang, new quality productivity projects accounted for 29%, driving the application of Mini LED displays in smart factories and digital exhibition halls; 616 provincial key projects in Shaanxi (With a total investment of 2.8762 billion yuan), monitoring centers of energy projects generally use high-brightness and high-contrast LED small-pitch screens; 1581 key projects in Anhui focus on emerging industries and promote the integration of LED displays with artificial intelligence and big data, such as Hefei The large LED screen in a science and technology innovation park has achieved real-time data visualization analysis.​

5. Summary: Under the infrastructure dividend, LED display has become an important part of the circular and strong chain

Driven by the State Council's policy orientation to strengthen the domestic circulation and the 57.5 trillion yuan infrastructure investment in 24 provinces and cities, the LED display industry not only harvests incremental demand from traditional scenarios such as transportation, real estate, and people's livelihood projects, but also participates in private capital participation and technology. Find long-term growth logic in upgrades. With the accelerated implementation of projects in various places, it is expected that the overall market size of the LED display industry will exceed 150 billion yuan in 2025, of which infrastructure and related scenarios will contribute more than 40%, becoming the core support for the industry to cross the cycle and achieve high-quality development.