From China Science and Technology Innovation to Beijing Junzheng, the revenue of the intelligent trend of beneficiary cars has increased strongly

Text/Yang Jianyong

Driven by new technologies such as artificial intelligence, the car industry with a century -old car industry has ushered in major technical opportunities. Smart cars and autonomous driving have become the future development consensus of automobiles. In particular, the scale of 5G deployment is increasingly expanded. It has new technical combinations such as high stability, low latency and other advantages in combination with sensors, machine vision, and artificial intelligence, which will greatly improve assist driving and autonomous driving performance and further promote smart cars.

Judging from the vehicle, Tesla is undoubtedly the biggest winner of smart cars. With technology and technology to bring an outstanding driving experience to consumers, it has become the world's best -selling electric car brand. At the same time, the new forces such as ideal, Xiaopeng, Weilai and other new vehicles followed Tesla. In the context of electric intelligent automobile trends, technology giants such as Apple, Huawei, and Baidu have also poured into this track. Among them, Huawei empower car companies, and Baidu has formed a smart electric vehicle company.

From China Science and Technology to Beijing Junzheng, harvesting the intelligent dividend of automobiles

With the electrification, intelligence, and network connectivity of the automotive industry to mature market environment, for players on the track to usher in new growth opportunities, such as automotive chips, smart cockpits, electronic controllers and other demand dramas Increase, thereby promoting the strong growth of related companies.

As an IoT system manufacturer, China Science and Technology Chuangda has gradually constructed the three major product sectors of smart cockpit, smart driving, and a central computing vehicle operating system. At present, there are more than 40 million vehicles in the world. It was rich and personalized with a rich and personalized smart car products and solutions. As a result, smart cars have also grown into one of the important strategic sectors of China Science and Technology Chuangda. In the first half of 2022, the revenue from smart car business reached 743 million yuan, an increase of 50.86%over the same period last year. And the proportion of business income has also increased year by year, from 5.45%in 2016 to 30%in 2022.

Beijing Junzheng, as a manufacturer of chips for various smart devices, has a low demand for microprocessor chips and smart video chips from the revenue structure, showing a downward trend. However, the storage chip with a total income ratio of 76%has maintained a strong growth trend. In the first half of 2022, the revenue from the storage chip was 2.131 billion yuan, an increase of 32%year -on -year, and the gross profit margin increased by 10 percentage points to 36.9%. The main reason is that driven by factors such as automobile intelligence and rapid advancement and high -end manufacturing informatization upgrades, the market markets such as automobiles, industry, and medical care have shown strong market demand. Therefore, storage chips and simulation chips have mainly achieved compared to the industry market. Good year -on -year growth and achieved continuous growth in the month.

Especially with the continuous development of automobiles and the strong demand for automobile terminal markets, Beijing Jun's sales revenue in this field has continued to increase, which has driven the year -on -year growth of net profit. In the first half of 2022, revenue was 2.8 billion yuan, an increase of 20%compared to the same period last year; net profit was 511 million yuan, a year -on -year increase of 43.9%. At the performance briefing, more than 30%of the total revenue came from the vehicle regulatory chip. It also pointed out that with the continuous upgrading of automobiles, it is expected that automotive storage chips will maintain a good growth, and the company's car -regulating chips will also grow with the continuous development of the market.

While Thailand's revenue growth is weak, net profit decreases by nearly 30 %. In the first half of 2022, revenue was 2.883 billion yuan, a slight increase of 1.02%year -on -year; net profit was 202 million yuan, a decrease of 26.96%at the same time. As a national intelligent controller company, it is mainly used in the field of home appliances, electric tools, smart homes, and automotive electronics. In various product lines, benefiting from the intelligence of automobiles, automotive electronics intelligent controllers are growing dazzling. In the first half of 2022, the revenue from automotive electronic intelligent controller increased by 75.54%year -on -year to 130 million yuan, forming a new business growth point.

In the situation where the overall revenue declines, Shangtang's revenue of the smart car sector has increased by 70 %. %. It is understood that in the first half of the year, more than 3 million fixed -point letters were added; smart cabin products achieved mass production delivery among many cooperative car companies, including SAIC, GAC, BYD, Weilai, etc.

At the same time, it has been awarded the road testing license of Shanghai, Beijing, and Chengdu Intelligent Connected Automobile Road, and created the industry's leading car road collaborative cloud data base and capacity Zhongtai, empowering various application scenarios of vehicle roads and Shuangzhi City. In the strategic outlook, Shang Tang pointed out that the smart life and smart car sector will accelerate its potential, and the AI-As-AS-Service service provides many automotive companies with open, co-research and leading autonomous driving capabilities. , By continuously constructing comprehensive technical barriers and cooperation ecology in the intelligent automotive field, it continues to break through the industry's leading autonomous driving technology.

The new losses of four vitles are narrowing, and the automotive intelligence wave is actively transformed

With the continuous development of automobiles, players on the track are gaining this market dividend. Unfortunately, the four -dimensional map is in a dilemma of losses. In the first half of 2022, revenue was 1.368 billion yuan, an increase of 14.22%year -on -year; the loss was 35.17 million, which was narrowed compared to the same period of 2021. But compared to 2021, he continued to lose money this year. In the previous performance trailer, it was pointed out that due to the implementation of equity incentive plans and employee holding plans, the equity incentives and amortization costs were about 63 million yuan. The equity incentives and amortization costs were deducted. The net profit attributable to shareholders of listed companies in the first half of the year was positive. It should be pointed out that equity incentives are a three -year plan made at the end of 2021, and there will be related costs in the second half of the year. Four Vitamin New Smart Automobile Circuit, the main products include smart cloud business, smart driving business, smart cabin business, and smart core business. Among them, Zhiyun business is based on the accumulated map data base advantage and cloud integrated service capabilities. The intelligent driving business mainly refers to the needs of mass production of autonomous driving before driving, and provides full -stack integrated solutions including autonomous driving software, hardware, etc. The smart cabin business mainly refers to the needs of human -machine interaction and safety driving in the cockpit, providing front -end and back -end intelligent networking terminal equipment and hard and hard -and -hard integrated solutions, big data operation platforms, scenario -based application solutions, and operating services. Smart core business mainly refers to the use of use scenarios and other production needs such as car body control domain, smart driver domain, smart cockpit domain, chassis domain, power domain, etc., design, research and development, production and sales of automotive electronic chips.

This is the market opportunities brought about by the continuous deepening of the historic change of the automotive industry in the face of the four vitamins, focusing on the intelligentization of automobiles, relying on the industrial capacity and core advantages, and actively promote the evolution and upgrading of traditional services into the new service model, forming smart clouds, intellectual driving, and intellectual driving. The new business system of smart cabin and Zhixin has initially completed the strategic transformation of smart travel technology companies. Among these four major business systems, the current performance of smart cabins and smart driving is sluggish. In the first half of 2022, revenue was 295 million yuan and 342,000 yuan, respectively, a year -on -year decrease of 6.27%and 45%. The growth point of revenue lies in the contribution of Zhiyun and Zhixin. In the chip side, the intelligent and electrification of the automobiles promoted the volume and price of the automotive -level MCU. In the first half of the year, Zhixin business revenue was 212 million yuan, an increase of 39.27%year -on -year. Zhiyun business, which accounts for over 60%, is still stable, with revenue increased by 18.6%year -on -year to 847 million yuan, but the gross profit margin decreased by 5.48 percentage points.

at last

The automotive industry has ushered in the largest wave of technology in history and will become the largest intelligent equipment in people's life scenes. In the direction of smart electric vehicles, there was Tesla's success in the front, and there were new forces such as ideal, Xiaopeng, Weilai and other new vehicles. Smart electric vehicles were favored by the market. From the perspective of industry development prospects, new technologies such as 5G, artificial intelligence, and marginal intelligence have become an important engine to promote the development of the industry. It has also promoted smart cars under the cusp, and the industrial chain company harvested market dividends.

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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