The revenue growth is weak, the actual controller reduces its holdings, and the high -emerging dilemma will be trapped again.

Text/Yang Jianyong

A few days ago, Gao Xinxing released the performance trailer that the estimated revenue in the first half of 2022 was 1.1 billion to 116 billion yuan, an increase of 3.87%to 9.53%over the same period last year. Under the situation of weak revenue growth, it was once again in the dilemma of losses. The expected loss in the first half of the year is expected to be 60 million to 70 million yuan. In response to the reasons for changes in performance, Gao Xinxing pointed out that since the second quarter of this year, it has actively developed the Internet of Vehicles and intelligent transportation, rail transit, public safety and other businesses. In the second quarter and semi -annual revenue of 2022 Focus on resource distribution so that the second quarter will be profitable in the second quarter.

However, during the reporting period, Gao Xinxing was affected by factors such as increased supply chain costs, customers' return on payments, domestic and foreign epidemic affected project delivery progress, and decreased subsidies. The overall annual is still losing money. At the semi -annual performance trailer exchange conference in 2022, Gao Xinxing claimed that the current internal operation orientation is the first to sprint business and accelerate the settlement of income. Pay attention to the input -output ratio. Overall, it will focus more on the improvement of business quality and strive to improve performance.

After deducting the non -deduction, it has been lost for three consecutive years, and the actual controller reduces its holdings

It should be pointed out that after continuous losses in 2019 and 2020, in 2021, it achieved a profitable loss and achieved net profit of 43.29 million yuan. Of course, this profit is mainly due to the huge impact of non -recurring profit and loss on net profit, and non -recurring profit and loss projects and amounts are 121 million yuan. Among them, the investment income generated by the Xinglian Tiantong and Moji Wisdom is as high as 70.46 million yuan. After deducting the non -deductive, it is still losing money, and it is a situation of losing money for three consecutive years.

In 2019, 2020, and 2021, the net losses were 1.183 billion yuan, 1.155 billion yuan, and 78.15 million yuan, respectively. This has a distinct contrast with the trillion IoT market. According to the latest global Internet of Things market report released by IDC, the scale of the global IoT (enterprise) expenditure in 2021 reached US $ 690.26 billion, and it is expected to reach US $ 1.1 trillion in 2026. Among them, the size of the Chinese enterprise -level IoT market will reach US $ 294 billion in 2026, with a compound growth rate of 13.2%. The global proportion is about 25.7%.

As the direction of information technology, the Internet of Things has shown a booming trend in recent years. However, the high -emerging operations on the Internet of Things track are unstable, and this year continues to show a loss. At the same time, in a difficult environment, Mr. Liu Shuangguang's pressure should be faced with actual controller. On April 15 this year, Gao Xinxing released the actual controller, Mr. Liu Shuangguang, plans to reduce its holdings of 25 million shares in the next 6 months.

As of July 27, Liu Shuangguang has reduced its holdings of 13.9373 million shares, with an average price of 3.2 yuan, and 44.599 million yuan. Of course, this reduction is the demand for personal funds. In addition, Liu Shuangguang's cumulative holding of 69,073,948 shares was reduced from August 30, 2021 to December 16, 2021. During this period, a total of about 328 million yuan was cash.

Focusing on the two major IoT tracks, it is expected to help achieve a profitable loss.

Fortunately, compared with the first quarter, profitability in the second quarter of this year has improved. In the first quarter of 2022, the net loss was 80.896 million yuan, and the performance trailer showed that the net loss narrowed to 60-70 million in the first half of 2022. In this way, the expected net profit in the second quarter was estimated to be RMB 10.896 million to 20.896 million yuan in the second quarter. This is mainly since the second quarter of this year. You know, the car networking is an important sector.

In 2021, Gao Xinxing's revenue from the Internet of Vehicle products was 330 million yuan, an increase of 115.77%year -on -year, and the proportion of revenue increased to 12.36%. It is the most beautiful sector in each product line. Due to the strong performance of the networking sector, the scale of its intelligent transportation sector has also been promoted. Based on the industry, Gao Xinxing's revenue from the transportation industry was 835 million yuan, an increase of 33.43%year -on -year, and the proportion of revenue increased to 31.22%.

It can be seen that high -emerging strategies have transformed into product -based business, and product revenue proportion has gradually increased. Among them, the proportion of self -developed software, networking and smart transportation -related revenue in product -based business is gradually increasing. At present, Gao Xinxing's main focusing on the two major IoT strategic tracks of Internet of Things, intelligent transportation, and public safety. The main business provides IoT products and solutions around the above track. The transportation field is mainly based on a series of smart traffic solutions and full -stack intelligent networking solutions. The main products cover 5G communication modules, V2X platforms, vehicle terminals, road side devices, etc.

On the whole, Gao Xinxing uses a series of smart transportation solutions and full -stack intelligent networking solutions. It is one of the few Internet of Things application enterprises with the capacity of connected full -stack products, transportation consulting planning, and large system project delivery capabilities in China. As a result, the driving car networking terminal products achieved a substantial recovery. In terms of the front -loading market, it provides car manufacturers and Tier1 manufacturers with vehicle -level terminal product solutions to achieve reliable vehicle communication. It has provided safe and reliable vehicle network wireless connection services and car terminal products for partners such as Geely, Changan, BYD, GAC, and Mainland Germany. In addition, it is necessary to point out that in the era of rapid entering the Internet of Vehicles, the car electronic logo (electronic license plate) will be used as a safe and credible "digital identity source" for intelligent connected cars and autonomous cars in the future. Applications. Gao Xinxing, as an electronic identification solution provider, can provide customized solutions such as vehicle -related supervision, traffic management, travel services, electric bicycle management and control. In terms of automotive electronic logos, it has participated in the construction of electronic logos related projects in more than 20 cities including Wuxi, Shenzhen, Tianjin, Wuhan, Changsha, Chongqing, and Shanghai. The market share ranks first in China.

at last

With the expansion of 5G deployment, it will further promote the development of the Internet of Things industry. In recent years, the Chinese IoT industry has maintained a strong growth trend. As early as 2018, the scale of my country's IoT industry exceeded the trillion -dollar mark. Data given by third -party research institutions showed that in 2022 2.1 trillion yuan. Promoting my country's Internet of Things industry is booming, which mainly reflects as the world's most innovative and vibrant market. It maintains a strong demand for new technologies such as the Internet of Things and artificial intelligence. A round of opportunities.

Yang Jianyong, a Forbes Chinese writer, is committed to in -depth interpretation of cutting -edge technologies such as the Internet of Things, cloud services and artificial intelligence.

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