There is new progress in domestic substitution!
This time, all kinds of capital are invested in the industrial software track.
On June 29, the domestic industrial software service provider "Saimet" announced that it has recently completed a total of 540 million yuan of A++ round and B round financing, investors include China Internet Investment Fund, BYD shares, Weihao Chuangxin, Hillhouse Venture Capital, Shanghai Kechuang, Shanghai Free Trade Zone Fund, Tianshan Capital, etc.
This round of financing is mainly based on industrial cooperation and enriches the company's capital reserves. We will continue to increase investment in product research and development and create domestic automatic manufacturing software solutions. At the same time, select the right team to complete the merger and acquisition, integrate and improve the product matrix and expand the geographical market layout.
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definition
Industrial software refers to software that is dedicated to or mainly used in the industrial field to control the engineering network to improve the R&D, manufacturing, management level and performance of industrial equipment of industrial enterprises. Industrial software does not include general system software and application software, such as computer operating systems, general database systems, office software, etc.
In the field of production control software, Siemens continues to maintain its leading position in the industry, and the control systems of Siemens, Nari and ABB are mainly used in the power energy industry, and Lishi focuses on rail traffic automation. Baoxin Software, Petrochemical Yingke, SUPRON and other enterprises lead the steel and petrochemical industry.
The image originates from the internet
Although many foreign companies dominate, many domestic companies are also in the starry night. Among them, Baoxin Software is the leader in the field of industrial software, let's take a look at this company.
Baoxin Software
Baoxin Software is a listed software company controlled by Baosteel Co., Ltd., stock code: 600845, which was officially listed in April 2001. The company strives to build an industrial chain of "engineering-product-service", and in April 2020, it was selected into the list of "Science and Technology Reform Demonstration Enterprises" by the State-owned Assets Supervision and Administration Commission of the State Council.
The company has the best cost-effective network technology, software technology to provide decision-making platform system, integrated technology to solve the problem of information islands and support technology to provide users with professional services, etc., products and services throughout the metallurgy, petrochemical, electric power, transportation, finance, retail, media, government, medical and health and other industries, in the enterprise informatization, process automation and urban informatization and other fields occupy a leading edge.
Investment value
First, high value and low risk
Baoxin Software Value at Risk Matrix
Source: Touch Elephant APP
According to the Elephant APP, Baoxin Software is a high-value and low-risk stock that can be paid attention to. In general, companies that are above the value-at-risk distribution line and in the green area have investment value.
As shown in the figure, many other companies in the industry where Baoxin Software is located are below the distribution line, and the investment value is not high. Relatively speaking, Baoxin software is a bit of a standout and has a certain investment value.
Profitability chart of Baoxin Software
Source: Touch Elephant APP
In the first quarter of 2022, the ROE was 4.91%, more than 90% of the companies, the industry ranked 3/115; the ROE in the past 10 years averaged 14.52%, the highest in 2021 was 22.32%, and the lowest in 2016 was 8.33%, showing an upward trend
Note: ROE is used to evaluate the level of return on profitability and shareholder equity of companies, the higher the better, and companies that have been above 15% for many years are worth paying attention to.
Baoxin Software Net Profit Industry Ranking Chart
Source: Touch Elephant APP
In the first quarter of 2022, the net profit was reported at 455 million, more than 91% of the companies, ranking 1/113 in the industry; the average growth rate of net profit in the past 10 years was 23.61%, the highest growth rate in 2018 was 57.34%, and the lowest growth rate in 2015 was -2.90%, showing an upward trend. Baoxin Software's intelligent business has brought a large number of new demands, promoted the research and development iteration of related technologies and products, and enhanced the core competitiveness of smart manufacturing.
Summary: The company's own strength is excellent, and it is in a number of high-quality tracks, and the future growth is highly visible and certain. Investors can pay close attention and invest cautiously.
(Disclaimer: The content and data of the article are for informational purposes only and do not constitute investment advice.) Investors operate accordingly at their own risk)