Haiguang Information expects revenue of up to 5.36 billion in 2022, a year-on-year increase of 3.05 billion; Net profit was the highest 850 million, an increase of 520 million year-on-year.
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The content of this article comes from Haiguang Information Bulletin and West China Computer
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On January 16, 2023, Haiguang Information released the announcement of the "2022 Annual Performance Forecast".
The performance in 2022 continued to grow highly, confirming the company's leading market position
The company released the 2022 performance forecast, and is expected to achieve revenue of 5.01 billion yuan to 5.36 billion yuan in 2022, a year-on-year increase of 116.84% to 131.99%; the net profit attributable to the parent was 753 million yuan to 852 million yuan, a year-on-year increase of 130.20% to 160.46%; The net profit attributable to the parent after deduction was 705 million yuan to 806 million yuan, a year-on-year increase of 165.55% to 203.59%. We believe that the continuous high growth of the company's performance verifies the high prosperity of the mainland's information and innovation industry, as well as the company's strong competitive advantage and leading market position in the field of domestic high-end processors.
Achieve independent iteration and upgrade of X86 architecture, and continuously improve the supply chain
(1) Product independent iteration capability: According to the company's investor exchange minutes on November 30, 2022, the company has completed the digestion and absorption of the x86 architecture, and has the ability to independently complete subsequent technology iterations and product upgrades. At present, the company has independently realized the development and commercial application of Haiguang III products, and Haiguang III will be the main product sold by the company in 2023.
(2) Supply chain risks: In recent years, the international situation has been uncertain, and the United States has continued to upgrade its regulatory measures on the mainland semiconductor industry, which has had a certain impact on the mainland semiconductor industry. According to the company's investor exchange minutes on November 30, 2022, the company actively responded to relevant issues, and the company's production and operation are now normal, and plans have been formulated for changes in external conditions. Looking forward to the "14th Five-Year Plan" period, with the successive landing of industrial support policies such as mainland semiconductors and information innovation, and the continuous improvement of the comprehensive strength of materials, equipment and technology of the domestic semiconductor industry, we believe that the autonomy of mature and advanced semiconductor processes of domestic semiconductors is expected to be improved, and supply chain risks are expected to be weakened.
Haiguang has a leading share of processors and will benefit from the accelerated growth of the information and innovation industry
(1) Haiguang's market share: According to the disclosure of the procurement network, we issued the ""Three-dimensional" verification information innovation acceleration" report to sort out, in October 2022, China Mobile completed the bidding of the second batch of PC server centralized procurement in 2021-2022 for package 1-9, of which domestic CPUs accounted for 40.89%, Haiguang accounted for 23.79%, and Kunpeng accounted for 17.10%. In December, China Construction Bank disclosed the procurement project of domestic chip servers, and Haiguang chip servers won the bid amount of 158 million yuan, ranking second. In the bidding of domestic servers in operators and financial industries, Haiguang's share continues to lead.
(2) Acceleration of information and innovation industry: According to our external reports "Focusing on the "Ledger" of Information and Innovation of Central State-owned Enterprises Successively Released" and "Three-dimensional" Verification of Information and Innovation Acceleration", we verified the acceleration trend of the information and innovation industry from the aspects of policy, demand and supply, and in December 2022, the report of the 20th National Congress, the meeting of the Political Bureau of the Central Committee, the Central Economic Work Conference, etc. all emphasized "scientific and technological self-reliance", and the information and innovation policy strategy was significantly improved. It is expected that in 2023Q1, the "ledger" of central state-owned enterprises will be introduced one after another, and industry bidding orders will land, or further catalyze the information and innovation market.