(1) Digital economy + digital currency + Huawei + artificial intelligence + blockchain! The domestic leading financial intelligent terminal equipment officially announced the establishment of a wholly-owned subsidiary to carry out digital economy business, prepare digital RMB hardware wallet related products for the Beijing Winter Olympics, and is also the first batch of cooperation units of the Central Bank's Digital Currency Research Institute; (2) digital economy + digital twin + meta-universe + Huawei + AR + artificial intelligence! The intelligent rail transportation leader signed a 20 billion big order, AR three-dimensional real-life fusion technology platform is compatible with Huawei Kunpeng and Ascend, the annual performance is expected to increase by nearly 3 times, and also provide Qualcomm with RCS overall solutions; (3) photovoltaic + energy storage + charging pile! The company's full-year net profit increased by nearly 1.5 times.
【Interpretation of Key Announcements】
Radio and Television Express: It is proposed to set up a wholly-owned subsidiary to carry out digital economy business
Radio and Television Express announced that it intends to establish a wholly-owned subsidiary, Radio and Television Digital Economy Investment and Operation Co., Ltd. (hereinafter referred to as "Radio and Television Digital Investment"), with a registered capital of 1 billion yuan. The radio and television digital investment set up this time will serve as the company's investment and operation platform to carry out investment, construction and follow-up operation of digital economy business nationwide, innovate the smart city business model, expand the company's smart city business field, which is conducive to enhancing the company's core competitiveness and profitability and achieving the company's sustainable and stable development.
Comments: According to public information, Radio and Television Express is trusted by more than 1,200 financial institutions around the world, and provides diversified and inclusive financial services through the "scene + finance" service model, ranking first in the domestic financial intelligent terminal equipment market share for 13 consecutive years.
The company is the first batch of cooperative units of the Central Bank Digital Currency Research Institute. The company actively cooperates with ecological partners to accelerate the expansion of a number of digital yuan application scenarios around the Winter Olympics, such as the first hardware machine bidding project in the digital yuan field planned to be promoted by the bank of Communications headquarters in the Winter Olympic Games scenario, the digital yuan smart TELLer jointly built with China Construction Bank on the pilot line at Beijing Daxing Airport, and actively preparing digital yuan hardware wallets and other related products for the Beijing Winter Olympics.
Analysts such as Luo Yunyang of Cinda Securities said in the research report released on November 7, 2021 that the company's forward-looking layout AI strategic transformation in 2017, the business continues to extend to "AI + multi-scenarios" such as intelligent security, intelligent transportation, smart government, smart people's livelihood, and smart education, and the growth track continues to open.
Analysts such as Xia Qingying of Wanlian Securities said in the research report released on October 25, 2021 that the company can provide digital RMB software and hardware integration solutions for customers such as various banks, and can provide digital RMB products such as soft and hard wallets, micro cash registers, and smart ATMs.
Xia Qingying said in the research report released on May 5 that the company released the enterprise-level blockchain technology platform Yuntong Digital Chain, which has six technical characteristics of "multi-expansion", "high performance", "strong security", "strong privacy", "credit creation" and "easy access", which can help the mainland industrial upgrading based on blockchain technology.
The company replied that in recent years, it has created a number of intelligent outlets, such as helping Shanghai CCB build the first unmanned bank branch in China; and carrying out branch transformation attempts and innovations with many well-known foreign banks, including building the first digital outlet in Argentina.
The company helped Shenzhen Metro issue the country's first subway blockchain electronic invoice, and built a standardized software system for gates, revenue accounting, electronic invoices and other business systems for Shenzhen Metro.
Relying on Radio Group and Huawei to jointly establish the "Kunpeng + Ascend" ecological innovation center, the company released the radio and television Kunpeng server and full-stack Xinchuang solution, the mainstream products completed the localization platform adaptation, supported the mainstream Kunpeng, Feiteng, Loongson, Mega core CPU platform and UOS, Kirin OS, and carried out pilot testing work with more than 20 banks.
Jiadu Technology: 2021 net profit pre-increase of 227%-292% year-on-year
Jiadu Technology announced that it expects a net profit of 300 million yuan to 360 million yuan in 2021, an increase of 226.71% to 292.05% year-on-year. In the past 3 years, the company's new signed and in-hand intelligent product solution orders have entered the scale implementation stage, and intelligent projects such as rail transit and smart city have been delivered as planned to drive rapid growth in business revenue.
Comments: The announcement shows that the company's artificial intelligence technology continues to invest and transform, and the sales of core independent research and development smart products with high gross profit margins such as "smart stations" and "IDPS urban traffic brains" have grown rapidly, driving the company's overall gross profit margin level to increase.
Analysts such as Liu Yuping of China Merchants Securities said in the research report released on September 6, 2021 that in the field of smart rail transit, while solidly promoting the 17.225 billion intelligent rail transit orders, the company signed a new intelligent contract for Changsha Rail Transit Line 6, with an amount of 2.428 billion yuan, and will complete the delivery of major products and performance confirmation within the year.
Great Wall Securities Zhou Weijia and other analysts said in the research report released on February 3, 2021 that the company focuses on the main business of smart rail transit, and is expected to strengthen core technologies such as AI and AR through internal middle office construction, continuously empower self-developed products, and actively promote them nationwide through smart stations, Huajia MOS subway brains and other products to further achieve large-scale business expansion and operational improvement.
The research report released by Xia Qingying of Wanlian Securities on September 2, 2021 pointed out that the company, as a leading enterprise of intelligent rail transit in the Guangdong-Hong Kong-Macao Greater Bay Area, is expected to fully benefit from this policy dividend.
Jiadu Technology replied in Interactive Easy that the company is one of Huawei's leading ISVs (independent software developers), the two sides give full play to their respective advantages, jointly develop a variety of city-level smart applications, the company's police video cloud, Mingyi AR three-dimensional reality fusion technology platform and other industry digital platforms and Huawei Kunpeng, Ascend system to carry out and obtain the first batch of compatibility mutual certification.
The company is committed to the research and development and application of artificial intelligence and digital twin technology, and has applied for 16 invention patents and obtained 11 software copyrights in the research and development of digital twin technology, including "AR three-dimensional reality fusion technology platform" and "AR holographic visualization software".
As one of the key technologies for building a metaverstem city, digital twins will be landed in more industries and fields in the future, and the company will continue to invest in computer vision, AR (augmented reality), data science, IoT perception and control related to digital twins.
The company's intelligent face recognition temperature measurement terminal has automatic remote temperature measurement function.
In June 2015, the company replied in Interactive Easy that as the only partner of Qualcomm's overall solution in the Chinese mainland, the company provides RCS solutions from the chip layer, and will work with Qualcomm to jointly promote the development of the RCS industry chain, provide overall services for RCS products for China Mobile, China Telecom, and China Unicom, and lay a good foundation for the subsequent commercialization of communication operators and mobile phone terminal manufacturers in the RCS industry chain. Jointly promote the development of the next generation of rich media converged communications.
Zhongneng Electric: 2021 annual net profit pre-increase of 64.49%-146.74%
Zhongneng Electric announced that it expects the net profit attributable to the shareholders of listed companies in 2021 to be 22.5 million yuan - 33.75 million yuan, an increase of 64.49% - 146.74% year-on-year; the net profit after deducting non-recurring gains and losses is 18.9 million yuan - 29.25 million yuan, an increase of 68.58% - 160.9% year-on-year. The company fully focuses on the main business, actively explores the power market, strengthens internal fine management, and seizes the opportunity for the development of the new energy industry, the company's main business income has increased compared with the same period last year, and the company's overall profitability has improved. On the same day, it was announced that Its wholly-owned subsidiary, Zhongneng Luhui and Sunwoda Integrated Energy, recently signed the "Cooperation Framework Agreement", and the two sides intend to carry out in-depth cooperation in photovoltaic power generation and energy storage and integrated energy services in the future.
Comments: According to public information, Zhongneng Electric has solutions such as "light storage and charging" integration, "charging cube", "primary and secondary integration", "charging group", "smart garage + smart charging", etc., and has participated in the construction and operation of charging pile projects at bus stations in Handan, Ningxia, Guiyang and other regions in Hebei.
Shanghai Yiguan, a subsidiary of the company, is mainly engaged in the investment, construction and operation of photovoltaic power generation projects, and currently holds a number of distributed photovoltaic power generation projects that have been connected to the grid in Jiangsu, Shanghai and other places.
【Performance Announcement Gold List】
Zhaoyan New Drug: Net profit in 2021 pre-increased by 72%-82% year-on-year
Zhaoyan New Drug announced that it expects net profit in 2021 to be 540 million yuan - 570 million yuan, an increase of 72.3% - 82.3% year-on-year. Small financial note: Q3 net profit of 94 million yuan, according to this calculation, Q4 net profit is expected to be 292 million yuan - 322 million yuan, an increase of 210% - 242% month-on-month.
Comments: The announcement shows that the company further optimized and improved the experimental facilities and project management process, and the capacity utilization rate of the laboratory continued to increase to ensure the efficient execution of the orders in hand; the supply side also provided strong support for performance growth.
Chen Zhu of CITIC Securities said in the research report released on December 9, 2021 that as a domestic pre-clinical CRO leader, the company has sufficient orders in hand, the price of new orders has risen together, and the capacity utilization is saturated, and the high growth of the business is expected to be gradually realized as the new production capacity is gradually released. In the medium and long term, it is expected that the company will continue to benefit from the strong demand for preclinical research of domestic innovative pharmaceutical devices and new therapeutic technology companies, and the performance is expected to maintain rapid growth in 2-3 years; in addition, the company actively promotes the internationalization strategy and one-stop development strategy layout, and overseas orders continue the high growth trend, which is expected to bring medium- and long-term growth space to the company.
New open source: 2021 net profit pre-increase of 438%-483% year-on-year
The new open source announcement is expected to net profit of 240 million yuan - 260 million yuan in 2021, an increase of 438.42% - 483.29% year-on-year; the impact of non-recurring gains and losses on the company's net profit in the current period is 230 million yuan - 250 million yuan, mainly due to the company's sale of BioVision equity and foreign investment. Small financial note: Q3 net profit of 0.16 billion yuan, according to this calculation, Q4 net profit is expected to be 140 million yuan - 160 million yuan, an increase of 775% - 900% month-on-month.
Comments: Public information shows that the company's main business includes fine chemicals and precision medicine, the acquisition of the United States BioVision is the world's top life science research company, BV product exosome kit can be isolated from body fluids and extract high-purity exosomes, while extracting DNA, RNA, protein for accurate quantitative analysis, can be used for cancer, infectious diseases, neurodegenerative disease research and early diagnosis, while providing a variety of virus purification kits, Recombinant viruses can be purified quickly and efficiently from transfected cell culture supernatants or infected samples within 30-60 min.
