Core Insights - The combustible gas alarm industry is crucial for safety, providing real-time monitoring and triggering alarms to prevent accidents, supported by strong policy frameworks and technological advancements [1][6][10] Industry Overview - Combustible gas alarms detect gas concentrations and trigger alarms when thresholds are reached, forming a closed-loop safety system to prevent explosions and fires [2][3] - The industry is driven by urbanization and increased gas usage, with a significant rise in gas penetration rates from 94.57% in 2014 to 98.64% in 2024 [8] Policy Support - Multiple policies mandate the installation of combustible gas alarms in high-risk industries and residential areas, enhancing safety and reducing potential financial losses from accidents by up to 90% [6][10] - The government has introduced various regulations to support the industry, including the "Key Development Action Plan for Safety Emergency Equipment (2023-2025)" [6] Market Dynamics - The industry is characterized by a complete and tightly integrated supply chain, with upstream focusing on sensors and components, midstream on product development and assembly, and downstream on various application scenarios [9] - The market is expected to reach 8.26 billion by 2025, with significant growth driven by industrial, residential, and emerging applications [11] Technological Advancements - The industry is evolving towards "precise warning + intelligent linkage management," with advancements in MEMS technology and AI integration enhancing product capabilities [1][10] - The gas sensor market is projected to grow to 17.5 billion by 2024, with a 16.67% year-on-year increase, indicating strong technological innovation [9] Future Trends - The industry will focus on technological upgrades, regulatory compliance, and expanding application scenarios, including new energy and smart home integrations [12][13] - The trend towards smart, high-precision devices will be driven by the integration of AI and IoT technologies, enhancing monitoring and response capabilities [12]

Core Viewpoint - The Ministry of Industry and Information Technology has officially released the "Safety Emergency Equipment Industry Classification Guidance Directory (2025 Edition)", categorizing the safety emergency industry into three main categories: safety prevention, emergency response, and safety emergency services [1][2][3] Group 1: Safety Prevention - The safety prevention category includes products or technologies that provide direct protection for people, property, environment, and equipment, as well as systems and equipment for early prediction and warning [1] - The new directory has further refined monitoring and warning equipment and systems for chemical production processes, aiding chemical companies in identifying safety hazards in advance and reducing accident risks [2] Group 2: Emergency Response - The emergency response category primarily involves specific materials, products, or equipment needed for the rescue and response to sudden incidents [1] - Professional rescue equipment and materials suitable for chemical accidents, such as high-pressure foam vehicles and portable combustible gas alarms, have been included in the new directory, supporting rapid and effective response to chemical incidents [2] Group 3: Safety Emergency Services - The safety emergency services category encompasses various support services provided to meet safety emergency demands based on market needs [1] - The 2025 edition has expanded the range of safety emergency equipment to include new textile products like thermal insulation fabrics and life-saving products such as life jackets and safety ropes, making the directory more comprehensive and aligned with actual needs [3] Group 4: Directory Revision - The new directory is a revision of the "Safety Emergency Industry Classification Guidance Directory (2021 Edition)", aiming to encourage the concentrated development of the safety emergency equipment industry and optimize layout based on local resource endowments [3] - Compared to the 2021 version, the 2025 edition simplifies the classification structure from four categories to three, resulting in a more compact classification logic and clearer industry structure [3]