57 trillion infrastructure engine drives the release of multi-scenario dividends in the LED display industry

In 2025, China's infrastructure sector will usher in a new round of explosive growth, with a total investment scale of 57.5 trillion yuan, covering 19,000 key projects in 24 provinces and cities. The infrastructure construction frenzy driven by this policy has created unprecedented multi-scenario application opportunities for the LED display industry.

Policy setting: infrastructure as the core fulcrum of the “domestic cycle”

The State Council has clearly regarded infrastructure as the core fulcrum of the "domestic cycle" and combined with the coordinated measures of the National Development and Reform Commission, the Ministry of Transport and other departments to directly inject incremental space into the LED display industry. For example: Beijing's "Three 100" projects: a total investment of 1.4 trillion yuan, involving smart laboratories, community service centers and other scenarios, all of which require high-definition LED splicing screens; Shanghai's 186 major projects: new subway lines and Hongqiao hub expansion projects will add more than 50 million yuan per LED supporting demand; Chongqing's 1,568 municipal projects: focusing on smart monitoring screens in manufacturing parks and smart city command centers in Liangjiang New District; Zhejiang's "Trillion-Trillion Project" Project: The first batch of 1,364 projects has a total investment of 7.5 trillion yuan, promoting the application of transparent LED screens in the renovation of the Hangzhou Asian Games venues and the construction of the Ningbo Port smart port; 2,490 provincial key projects in Guangdong: covering the intercity railway network in the Guangdong-Hong Kong-Macao Greater Bay Area, and it is expected that more than 100,000 outdoor LED screens will be added throughout the year. Two-wheel drive of technological iteration and policy dividends

The national "14th Five-Year Plan for Film Development" lists LED screens as key projects in the "New Generation Digital Cinema Equipment System", and the projection system update plan jointly launched by six ministries and commissions accelerates the implementation of technology. For example: The world's first 20-meter fully sound-transparent LED movie screen in Nanjing: a perfect integration of sound and picture through a 17% perforation rate design; Huanghua Port Command Center: using P0.7 Micro LED technology to create a 127-square-meter ultra-high-definition display system to achieve "one-screen control" intelligent management scenarios. Business scenes break through traditional boundaries. The new Shenzhen Science and Technology Museum: uses DCI certified LED cinema and XR dream space, combined with end-side AI and hybrid AI technology to create a human-computer interaction technology space; Hongqiao International Business District: uses Philips LED curved screens, holographic transparent warehouses and other equipment to achieve digital and intelligent upgrades for government affairs display and industry aggregation.

This wave of infrastructure construction not only promotes the evolution of LED display technology towards refinement and high-end, but also expands diversified applications through "scene substitution" - for example, LED cinemas host diverse activities such as movie viewings, road shows, and premieres, and host conferences and performances during non-prime hours to increase revenue.