Far Wanggu continued to lose money, and the prospects of the Internet of Things were overestimated?

Text/Yang Jianyong

Under the wave of global intelligence, the demand for new technologies from all walks of life is strong to drive digital transformation and upgrading, and then the global Internet of Things develops rapidly. According to the latest global Internet of Things market report released by IDC, the scale of global IoT (enterprise) expenditure in 2021 reached US $ 690.2 billion, and it is expected to reach US $ 1.1 trillion in 2026. However, the players on the track of the Internet of Things show a few happy situations. Among them, Yuanwanggu, as an old player on the track of the deep -cultivated Internet of Things, shows a loss state.

The latest performance trailer shows that Yuanwang Valley is expected to lose 50 million to 70 million in the first half of 2022. The equity of the mind control and Shuangjie Electric will be measured at fair value according to transactional financial assets. The total amount of changes in fair value is about 55.4 million yuan. It should be pointed out that in 2021 and 2020, they lost 66.125 million yuan and 437.7 billion yuan, respectively. From the perspective of operating data, it is in sharp contrast to the booming Internet of Things. Not only does it continue to lose money, but also revenue is also facing growth dilemma.

In the first quarter of 2022, Yuanwanggu's revenue increased slightly by 2.67%to 82.91 million yuan, and the annual revenue increased by 3.85%in 2021 to 492 million yuan. As the core revenue sector, the Internet of Things revenue was 464 million yuan last year, a year -on -year increase of 1.72%. Yuanwanggu's main business is concentrated in the IoT perception layer and application layer, providing system solutions, products and services based on RFID technology, mainly in the field of railway, library and cultural tourism and retail Internet of Things.

In terms of retail sector, Yuanwanggu deeply cultivates retail clothing and unmanned store business. By integrating multi -perception fusion technology based on RFID, loading Internet platforms, connecting offline entities, covering the entire retail scene, on the end of the retail industry, On the value chain of the end, focus on creating the core competitiveness of the collection and application of its own in the big data, and provide one stop in core chip research and development, equipment research and development, intelligent manufacturing, smart supply chain solutions, smart store solutions and other aspects. The overall plan is successfully implemented in many large -scale clothing and supermarkets at home and abroad, helping enterprises to achieve digital transformation and upgrading.

At the same time, Yuanwanggu vigorously developed the vertical application field of smart medical care, smart power, asset management and other emerging industries. Including the previous investment in Shuangjie Electric, taking this as an opportunity, entering the field of smart grids and pan -power Internet of Things, and exploring the application of RFID in the power Internet of Things industry.

It is worth mentioning that, as an important IoT market in the world, my country has exceeded the trillion mark many years ago. According to the "Analysis and Investment Research Research Research Research Research Research Research and Investment Prospects (2022-2029)" of the China Internet of Things Module Industry, the scale of my country's IoT market in 2020 increased from 1.15 trillion yuan in 2017 to 2.14 trillion yuan about. It is estimated that by 2022, the scale of my country's Internet of Things market will reach 3.6 trillion yuan.

With the increasing expansion of 5G, it will further promote the development of the Internet of Things industry and release opportunities for manufacturers around the Internet of Things. The revenue and profits of IoT manufacturers such as Beijing Junzheng and China Science and Technology have achieved dual growth pattern. Beijing Junzheng, as a manufacturer of chips to various smart devices, has shown a strong growth momentum. In 2021, the annual revenue was 5.27 billion yuan, an increase of 143%year -on -year, and net profit was 926 million yuan, an increase of 1165%year -on -year. The net profit after deduction increased 43 times.

Zhongke Chuangda is a smart operating system product and technology provider. With intelligent operating system technology as the core, focusing on key technologies of artificial intelligence, helping and accelerating productization and technological innovation in the fields of smart software, smart cars, and intelligent IoT. Benefiting from the rapid development of the Internet of Things industry, it has maintained a strong growth trend in China for ten years. Unfortunately, IoT companies such as Yuanwang Valley, Gao Xinxing, Graffiti Smart, and Zujie Technology continued to lose money, forming a huge contrast.

In the end, the Internet of Things, as the largest air outlet of the information technology industry, uses the digital transformation of new technologies in various industries, which contains huge market opportunities. For players on the deep -cultivated Internet of Things track, it releases new opportunities and opens a broader space for performance growth. Unfortunately, the Internet of Things with a trillion -dollar market has a sluggish performance and a worry about the prospects. Earlier this year, it was obviously no support value in the capital market.

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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