Recently, the concept of "Six Networks" has continued to attract widespread attention in the fields of macroeconomic policies and industrial investment.

From March of this year when the National Development and Reform Commission publicly revealed at the economic themed press conference of the Fourth Session of the 14th National People's Congress that more than 7 trillion yuan is invested annually in six key areas including "water network", "power grid", "computing power network", "new communication network", "urban underground pipeline network", and "logistics network", to April when the Political Bureau of the Communist Party of China Central Committee explicitly proposed to strengthen the planning and construction of the "six networks" and promote the commencement of major engineering projects with mature conditions, continuous signals from the highest decision-making level indicate that the "six networks" have fully transitioned from a policy concept to the implementation stage.

Analysts point out that this marks a structural shift in China's infrastructure investment from the traditional "railway, highway, airport" model to "precise weaving, empowerment and upgrading". The "Six Net" is not only a key pivot for stabilizing the economy and expanding domestic demand at present, but also a strategic layout for storing energy for long-term growth.

In this context, the security industry, as the core link in ensuring the safe operation of infrastructure, is facing unprecedented development opportunities.

The specific connotation of "Six Networks" can be summarized as follows based on public information.

The "water network" refers to the backbone project of the national water network, including large-scale water conservancy facilities, cross basin water transfer channels, large and medium-sized reservoirs, river embankments, as well as supporting irrigation areas and urban and rural water supply systems. The focus of construction is to fill the gaps in flood control and disaster reduction, restore aquatic ecology, and promote the transformation of "smart water conservancy".

The "power grid" mainly refers to a new type of power system, and the core of construction is to improve the access and consumption capacity of new energy, including ultra-high voltage transmission lines, intelligent distribution networks, distributed photovoltaic and wind power grid connection facilities, as well as large-scale charging infrastructure.

The "Computing Power Network" is the abbreviation for the national integrated computing power network, which relies on the "East West Computing" project to layout eight national computing power hubs and ten big data center clusters, with the goal of enabling computing power to be dispatched on demand like water, electricity, and gas.

The "new communication network" is based on the fifth generation mobile communication (5G) and gigabit optical network. China has built the world's largest 5G network. The next step is to shift from wide coverage to deep application, providing support for the industrial Internet and the Internet of Things.

The "urban underground pipeline network" includes water supply pipelines, drainage pipelines, gas pipelines, thermal pipelines, and communication cable channels. The underground pipeline networks in many cities were built in the 1980s and 1990s, with prominent problems of aging, leakage, and insufficient capacity. During the 15th Five Year Plan period, more than 700000 kilometers are planned to be constructed and renovated.

The "logistics network" covers national logistics hubs, backbone cold chain bases, railway dedicated lines entering ports and parks, and multimodal transport systems, directly serving to reduce the overall social circulation costs and ensure the resilience of the industrial chain.

Each of the 'Six Nets' has' security' and 'resilience' as underlying requirements. The country has clearly promoted the commencement of major engineering projects in these fields, with an annual investment of over seven trillion yuan, which means that security needs will be included in the design from the project planning stage. The security system is no longer an independent collection of devices, but a perception network and control nodes integrated into various joints of the infrastructure.

In the field of water network, security technology is mainly used to ensure the safe operation of water conservancy facilities and disaster prevention. Reservoirs and water supply channels in remote areas are automatically identified for illegal intrusion through intelligent video surveillance. Drones are equipped with thermal imaging to regularly inspect tunnel cracks and leaks. Water level sensors and cameras are linked to automatically sound an alarm and broadcast guidance during floods.

In terms of the new power grid, radar fusion monitoring devices are installed on transmission towers to provide real-time warnings of crane arms or foreign objects approaching the wires; The substation adopts rail robots for infrared temperature measurement and instrument recognition; The security system inside the charging station can detect any abnormal smoke or fire during the vehicle charging process.

In the field of computing power networks, data centers deploy multi-level access control and anti tailgating gates to prevent physical intrusion. Temperature, humidity, and water leakage sensors are installed inside and outside the cabinets. When smoke alarms occur, the air valves are automatically closed and gas fire extinguishing is activated.

In the field of communication networks, remote base stations are equipped with remote access control and vibration detection devices to prevent theft, while utilizing fifth generation mobile communication technology (5G) to quickly network and transmit videos of mobile control balls at emergency sites.

In the urban underground pipeline network, gas detectors are deployed under the manhole covers to monitor methane concentration in real time, and personnel are allowed to enter in coordination with video confirmation; Ground penetrating radar and road artificial intelligence recognition collaborate to warn of construction damage risks.

In terms of logistics network, intelligent smoke detectors and thermal imaging cameras in the warehouse achieve early fire detection, cold chain temperature alarms are linked with video records for tracing the cause, and electronic locks are linked with checkpoints along the way in multimodal transportation to ensure that goods are controlled throughout the entire process.

With an annual investment scale of over seven trillion yuan in "Six Networks", the growth logic of the security industry is also undergoing profound changes.

In the past, the growth of the security industry mainly relied on the increase in the number of cameras and single project procurement, with companies competing on equipment prices and channel coverage. The new stage of development requires security companies to provide completely different combinations of capabilities.

In the "Six Networks" project, the security system needs to simultaneously meet multiple goals of security prevention, operation and maintenance, energy-saving control, and emergency response. This requires corresponding integrated enterprises to have the ability to integrate sensors, video capture, communication transmission, and platform management, rather than just providing a single hardware.

In the operation and maintenance of water conservancy facilities and power grid lines, the role of security systems has shifted from passive recording to active diagnosis. For example, equipment deployed along transmission lines can automatically identify potential hazards and issue warnings before faults occur. This predictive maintenance capability requires security products to have edge computing capabilities, AI models, vibration awareness and other multi-dimensional sensing technologies.

The investment logic of "Six Networks" emphasizes sustainable operation and avoids the drawbacks of lacking follow-up management in the past. For security companies, this means that one-time income from selling equipment is no longer the main source, but rather continuous security operation services.

At the end of the day, the new infrastructure of "Six Networks" no longer brings devices such as cameras, access control, and alarms to the security industry, but rather the ability to ensure the continuous and safe operation of infrastructure - quantifying the value of security as specific goals such as "no dam collapse in the water network, no power supply interruption in the power grid, and no leakage in the pipeline network". The new growth logic of the security industry will essentially shift from providing tools to ensuring results.