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Original title: Focus on providing “Smart Big Data Water + Water Services” Sanchuan Wisdom’s net profit attributable to the parent company in the first three quarters is 142 million yuan
October 27thTomoki MikawaPublished the three quarterly reports for 2020,the companyAchieved in the first three quartersOperating income606 million yuan,Year with year3.54% increase; attributable to listed companiesshareholderfromNet profit142 million yuan, a year-on-year increase of 19.56%; no deductionNet profit129 million yuan, a year-on-year increase of 21.31%,profitThe growth rate clearly exceeds the income growth rate.
Tomoki MikawaBoard Secretary Ni Guoqiang said in an interview with a Securities Daily reporter: “The company insists on implementing the ‘Smart Water + Water’ system.Big dataThe service development strategy is focused on actively promoting the application of electromagnetic measurement technology and ultrasonic measurement technology in the industry based on mechanical measurement to better lead and satisfymarketDuring the reporting period, the increase in the company’s profitability was mainly due toproductStructural adjustments and progressive improvement of the smart water meter business. “
Deeply cultivate the field of smart water meters.
Continuously improve technical advantages
In recent years, with the continuous improvement of technology and the accelerated evolution of smart cities and smart water services, the market demand for smart water meters has grown rapidly and smart water meters have become a general trend to replace mechanical water meters.
Dongxing ValuesinInvestigation reportHe mentioned that smart water meters have grown rapidly in recent years, but the overall penetration rate remains low, accounting for only about 30%.unit priceWith a higher penetration rate of NB-IoT and other Internet of Things water meters, the overall water meter industry is expected to still have a growth rate of 15% -20% in the next three years, from which the smart water meter market growth rate will reach 25% -30%.
Qinghui Think Tank founder and economist Song Qinghui told the Securities Daily reporter that the household water meter industry is still dominated by mechanical water meters, represented by prepaid IC card water meters, remote water meters photoelectric direct reading and wireless remote water meters. The proportion of smart water meters 1.0 and smart water meters 2.0 represented by ultrasonic water meters and electromagnetic water meters has increased year by year.
Affected by multiple factors such as cost, smart water meterspriceThe most sensitive household water meter market is still in a development stage.market expectationwidth According to ChinaindustryInformation network data shows that the price of small-bore mechanical meters is 50-60 yuan, the price of prepaid smart water meters is 100-150 yuan, the price of Lora smart water meters It is about 260 yuan and the price of NB-IOT smart water meters is 280 to 320 yuan. Yuan, ultrasonic smart water meters and other 2.0 are between 500 and 600 yuan.
“At present, there are many large and small companies in the water meter industry, and the concentration of the industry is not high.companyHowNingshui Group、Tomoki MikawaOther publicly traded companies have a domestic market share of around 15%. In the future, as sales of smart water meters continue to increase, leading companies with technology and product advantages will undoubtedly become more important. “Sanchuan Wisdom Board secretary Ni Guoqiang told a reporter for” Securities Daily “.
To take advantage of the new trail of smart water meters, in recent years, leading companies have increased their investment and deployed ahead of schedule. Taking Sanchuan Smart as an example, the company’s current total production capacity is 15 million units per year, of which the production capacity of smart meters reaches 3 million units. Once the market demand increases, the company can quickly transform the capacity of mechanical water meters into the capacity of smart water meters through flexible production.
Aiming at the NB-IoT smart water meter, which is currently popular in the market, Sanchuan Wisdom has built a hundred thousand level application demonstration project in Yingtan, Jiangxi. In addition, the company has also installed a million-meter NB water meter in Tianjin. Tier app market. In terms of water management software systems, the Hangzhou water and Suzhou water projects developed by the holding subsidiary Sanchuan Guode have also become demonstration projects.
“Unlike traditional mechanical water meters, smart water meters have high technical barriers and high barriers to entry into the industry. To take advantage of development opportunities, the company invests tens of millions in research and development every year. In addition of the leading NB-IoT smart water meter, the company has also developed new products such as smart water meters, electromagnetic smart water meters, etc., “said Ni Guoqiang, secretary of the Sanchuan Board of Wisdom.
These products adopt the internationally leading Huawei technology and high-quality components, with excellent quality and reliable performance. On the basis of satisfying the domestic market, these products are also sold in foreign markets.
Reduce the rate of water leakage
Effectively solve industry pain points
Data shows that the water meter industryValuesReplacement of old tables and incremental upgrade of new tables, expected to be 15.2 billion yuanMarket spaceBeing released. In addition, the continuous introduction of relevant national water policies will also promote the intelligent development of the water meter industry and provide more opportunities for industry enterprises.
“The gross profit of mechanical water meters is generally around 20%, while smart water meters are generally around 40%. In the first three quarters of 2020, benefiting from the constant improvement of the meter business smart water systems, the company’s profitability has also risen with the tide, “said Sanchuan Wisdom Board Secretary Ni Guoqiang Securities Daily Reporter.
Sanchuan Wisdom is the leading smart water meter and smart water management systemproviderIn recent years, smart water meters and other enterprises have developed rapidly. In 2019, the company’s annual smart water meter sales were approximately 2.4 million units, and sales increased by 91% year-on-year, of which NB-NoT IoT water meters accounted for approximately 60% .
“In the past, traditional mechanical water meters were used, making it difficult for water companies to read the meters, charge fees, and get lost and read less often. With smart water meters, water companies can take readings remote meters and issue a meter reading command immediately. The meter reading reaches the required reading, effectively improving operating efficiency. ”Introduced Ni Guoqiang.
Not only that, by using the NB-IoT wireless smart water meter as a smart metering terminal access platform software product model, it can also solve long-standing weak points and difficult problems for water companies, such as the online monitoring,Big data analysisThe water affairs information application and other functions can help water affairs companies find leaks, improve management efficiency and save water.
“All the time, our country has caused a lot of waste of water resources on the water supply side. The main reason is the long-term existence of leaks in the pipe network and leaks in the floor. The average leakage has reached about 25% -30%. Especially in northern regions, pipes are buried. The deeper it is, the more difficult to find and repair, the use of smart water meters can be used to monitor and analyze data to emit an early warning of leaks in a timely manner, “Sanchuan Board of Wisdom Secretary Ni Guoqiang told reporters.
“Focusing on the integration of ‘smart water + water big data services’, the companyPerformanceIn recent years, it has shown steady progress. In the future, the company’s main task will remain to do a good job in its core business, especially to strengthen hardware and software, and promote hardware and software integration and upgrade. On this basis, you will actively innovate your business model and find new profit growth points. “Sanchuan Wisdom Board Secretary Ni Guoqiang has high hopes for the future development prospects of the company.
(Source: Securities Daily)
(Responsible editor: DF532)
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