The performance is under pressure!The revenue of the Internet of Things has declined, where is the growth point of Hanwei technology?

Text/Yang Jianyong

Under the global wave of intelligence, the Internet of Things has developed rapidly in the past few years, and it still maintains a strong growth trend in the next few years. From the perspective of the global market, the scale of global IoT (enterprise) spending increased from US $ 690.2 billion in 2021 to US $ 1.1 trillion in 2026. This data comes from IDC. In the next few years, my country will become the world's largest IoT market. This is mainly to actively start digital transformation and upgrading from all walks of life. As a result, new technologies such as artificial intelligence and the Internet of Things have strong demands. IDC expects that the size of the Chinese enterprise IoT market will reach US $ 294 billion (about 2 trillion yuan) in 2026.

Faced with the opportunities of the huge Internet of Things market, it releases development opportunities for IoT companies. As a representative manufacturer of sensors on the Internet of Things track, Hanwei Technology has maintained a steady growth trend in the past few years. In 2021, revenue achieved 2.316 billion yuan, an increase of 19.3%year -on -year; net profit was 263 million yuan, a year -on -year increase of 28%. It can be seen that in the context of the interconnection era of all things, all walks of life in the whole society are facing digital and intelligent development opportunities. Digital technologies such as sensors and the Internet of Things will explode strong demand for digital technologies such as sensors and the Internet of Things.

The Internet of Things application business has declined sharply, and Hanwei ’s scientific and technological revenue has grown weakly

With the accelerated penetration of the Internet of Things in various industries, the application scenarios and demand of sensors, intelligent instruments, and intelligent solutions will also grow rapidly, which can open up the upward space for Hanwei technology performance. Unfortunately, due to the multiple outbound and macroeconomic situation this year, Hanwei Technology Supply Chain and Shanghai, Shenyang and other subsidiaries have been affected. The existence of acceptance and other existences has a certain degree of adverse effects on performance. In the first half of 2022, revenue was 1.181 billion yuan, an increase of 7.28%year -on -year, and net profit was 144 million yuan, a slightly increased year -on -year increase of 3.83%. The deduction of non -profit directly decreased by 2.28 percentage points.

The slowdown in revenue growth is mainly a sluggish performance of the three major business segments of sensors, the Internet of Things and public utilities. Hanwei Technology is a close -up industry chain that rely on sensors as its core and starts from the sensor to continuously expand along the industrial chain, creating a closed -loop industry chain covering sensors, intelligent instruments, IoT platforms and applications. "In the past ten years, Hanwei has been upgraded from sensors to instrument to instrument to instrument, and then to the Internet of Things platform. Express.

Among the four major business sectors, the Internet of Things sector has dropped sharply. In the first half of the year, Hanwei Technology came from the Internet of Things comprehensive solution revenue of 279 million yuan, a year -on -year decrease of 15.49%, and the gross profit margin fell by 4.4 percentage points. Mr. Xiao Feng pointed out at the analyst meeting that the Internet of Things application was greatly affected by the epidemic, and the project construction and acceptance were lagging behind. At the same time, Hanwei Technology's public business sector revenue revenue was 332 million, which also declined year -on -year. In addition, the overall revenue proportion of public sectors also dropped to more than 20%.

The sensor business is stable, and the smart instrument continues to maintain a high growth rate

In the first half of this year, due to environmental protection, exports and other businesses, the growth rate of sensor business was not high. In the first half of 2022, Hanwei Technology's revenue from the sensor sector was 131 million yuan, an increase of 4%year -on -year. Although the sensor business has increased slightly, it can still maintain positive growth pattern, showing the stable development of the sensor business in the first half of the year. Earlier performance trailers pointed out that performance in the fields of home appliances, cars, etc. is gradually being released. In the field of home appliances, the cooperation with beauty, Haier, and successfully shortlisted the supplier system of key customers such as Gree and Hisense, and accumulated more header business resources in the home appliance field.

There is also a clear application of flexible micro -nano sensors in the field of intelligent robots, and actively develop business cooperation with Xiaomi Technology, No. 9 Technology, HKUST Xunfei, Shenzhen Keyi Robotic Robot, etc., and the subsequent development space is broad. It should be pointed out that in the first quarter, Suzhou Nengsda, a subsidiary of Hanwei Technology Holdings, introduced Xiaomi's strategic shares. In the future, flexible sensors rely on Xiaomi to diverse products downstream. Performance.

At the same time, benefited from the designated breakthroughs of new electronics in the shareholders of the shareholding of the shareholding, the development of Hanwei technology sensor business in the automotive field in the field of ideal, Xiaopeng, Weilai, etc. Automotive electronics is a new track for Hanwei Technology. To this end, the automotive business department has also been formed to increase the expansion of the automotive market in all aspects and accelerate the expansion. And through capital increases, new electronics will help enter the automotive electronics field more efficiently and accelerate the sales of sensors in the automotive market. Earlier, the outbreak of evaluation of the performance of the automotive field is expected to be in the next year. Because the market demand of the car has just started, it will be the real outbreak period in the next few years.

In the major business segments of Hanwei Technology, the smart instrument business performed well. In the first half of the year, the revenue of the sector was 415 million yuan, an increase of 61.2%year -on -year, and the net profit attributable to the mother was 51.85 million, an increase of 151%year -on -year, and the net interest rate continued to increase. Hanwei Technology's intelligent instrument mainly relies on the core technology of sensors and many years of industry experience. It has developed a variety of intelligent instruments for application scenarios. In the field, we have a wide range of customers in oil, chemical, gas, metallurgy, and power industry. With the digital transformation of industry customers, the attention of security, and the continuous acceleration of domestic replacement processes, Hanwei Technology's intelligent instrument business has developed better. at last

Under dual carbon target, wind power, photovoltaic, hydrogen energy, energy storage, new energy vehicles and other industries will usher in the golden age; emission monitoring, improvement efficiency, energy saving and consumption reduction will play a vital role in low -carbon emission reduction, and also It will accelerate the digitalization and intelligent transformation of the whole society, promote the development of sensors and the Internet of Things, and release market opportunities. At the same time, the intelligent demand brought by consumption upgrade is giving greater innovative and upgrading space in the fields of home appliances, home, and automobiles, and the market development space is huge. As the sensory system and intelligent foundation of related products, the importance of sensors is self -evident. The continuous upgrade of consumer demand will bring more and more intelligent product applications, and also drives the continuous increase in the demand for sensors and IoT smart terminal products in the fields of Hanwei Technology -related fields, and its performance is gradually released.

On the whole, applications are one of the main drivers of the development of the Internet of Things. With the transformation and upgrading of digitalization, all sectors of society have a strong demand for digital technology such as sensors and the Internet of Things, and release a new round of industrial development opportunities. Then manufacturers on the track are expected to usher in a new round of development 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.

- END -