This company is one of the few companies in the industry that has mastered the core technologies of artificial intelligence such as face recognition, video structuring, knowledge graph, and big data.
In addition, the company's visual AI and digital twin software products have been adapted to Huawei's Kunpeng and Ascend systems, and will serve as Huawei's preferred supplier of digital solutions in related fields.
It can be called the first leader of our A-share "artificial intelligence + machine vision + big data",
Driven by the recent wave of "embodied intelligence", the company's stock price has risen to a certain extent, but overall it is still at the bottom of history.
Take a look at the company's position and competitive advantages in the industry today.
First of all, the company's main business is committed to intelligent security, intelligent rail transit, communication value-added, service and integration business.
In the company's main business,
The company is a pure IT service company, software and information technology service industry revenue accounted for 99.92%, gross margin of 12.38%.
Among the 127 A-share IT service companies, the company's earnings per share ranked No. 1 and was a well-deserved leader.
The company is a professional artificial intelligence technology and product provider in China, providing customers with computer vision, intelligent big data, knowledge graph, digital twin technology and services.
Committed to the research and development and application of artificial intelligence and digital twin technology, the company believes that digital twin will be one of the key technologies of the meta-universe, through 3D digital modeling of real scenes, superimposing multi-dimensional information such as people, vehicles, objects, behaviors, etc., so as to create a virtual reality world, providing more intuitive human-computer interaction and collaboration methods for production and operation and maintenance personnel in various scenarios, which has been implemented in emergency management, public safety, traffic management and other fields.
In the field of machine vision, the company continues to invest in the research and development of machine vision related technologies, products and solutions such as face recognition, vehicle recognition, and feature recognition, further forming a complete visualization technology system and supporting the iterative upgrading of the company's various line products and solutions
Next, through the company's financial report operation key data in the past five years, the company's core fundamentals will be analyzed in detail at four important levels, such as growth, profitability, financial status, and cash flow.
The first thing to look at is the growth of the company.
From the perspective of the company's revenue growth,
The company's operating income in the past five years has fluctuated between 4.2-6.2 billion,
And from the perspective of the company's main operating profit,
In the past 12 years, except for 2022, the company's main profit has been basically positive,
The reason for this situation in 2022 is mainly related to several major investments by the company at that time, resulting in expenses exceeding benefits.
Finally, let's take a look at the company's cash flow.
The company's cash flow has been positive for nearly 6 years.
In addition, the company's cash flow as a whole showed an increase trend.
This shows that the company's products are relatively competitive in the market and have good payment collection ability.
On the whole, the company's growth is not bad, and the cash flow is also abundant.
And this is not the main reason why I am optimistic about this company, in addition to these fundamental advantages, the company has the following advantages:
1. The company stands at the vent of "embodied intelligence", as the saying goes, standing on the vent "pigs" can take off, not to mention that the company also has core technology and is irreplaceable.
2. Technically, the company is at a historical low, the chips are single-peak dense, and it has great explosive potential.
3. Machine vision is a perception tool for AI and a means of data production. Visually acquiring more than 80% of the five human senses accounts for more than 80% of the information, and the company has the core technology in this regard.
4. The company is small and beautiful, with a market value of only more than 10 billion, a stock price of less than 8 yuan, and a price-to-book ratio of less than 2.