From the perspective of identification, the "invisible champion" enterprise must have "superb skills" in the segmentation field. Market value observation and analysis sorted out five of them to see how they were selected.
1, Qi Anxin
China's leading network security provider based on big data, artificial intelligence and security operation technology. The company's main business is to provide enterprise-level network security technology, products and services for government, enterprises, education, finance and other institutions and organizations.
According to public information, as of March, 20021,the company's product line has covered 13 first-level security fields and 94 second-level sub-fields (accounting for about 90% of the sub-fields of network security in government and enterprises and various industries), and has carried out security business in Indonesia, Singapore, Canada and other countries and regions.
According to IDC report, in 2020, the company will be the first in the domestic market share of products such as security analysis and threat intelligence, security services, terminal security and cloud security. The leading position in some of these areas is still on the rise.
In addition, the company has four reputation databases: IP, DNS, URL and black-and-white list of documents, and established the company security threat information center, which is the top commercial network security threat information center in China and one of the largest threat intelligence data owners.
The company attaches great importance to technological innovation, comprehensively lays out the strategy of "platformization of R&D capabilities" and forms eight R&D platforms. According to the CCIA Top 50 selected by China Cyber Security Industry Alliance (CCIA)202 1, Chianxin ranks first in competitiveness and top ten in resources, ranking among the industry leaders. From 2065438 to 2020, the total R&D expenditure was 3.634 billion yuan, accounting for 36.5% of the accumulated income.
Due to the gradual expansion of the income scale of network security products, the company's operating income has continued to grow rapidly. In the first three quarters of 20021,the company's total revenue was 2.674 billion yuan, up 43.02% year-on-year, the gross profit margin reached 62.58%, and the CAGR of 20 16-2020 was 58.67%.
2. Oriental rain rainbow
Domestic waterproof industry leader, the company began to develop and produce TPO waterproofing membrane in 2009, and has now completed and put into operation five R&D polymer waterproofing membrane production logistics bases, and * * * has 28 production lines at home and abroad, covering the pan-waterproofing field and painting market.
On 20 1 1 year, the company's TPO products became the first waterproof enterprise in China to pass FM certification, and then successively obtained CE certification and GOST certification. At present, the company has 13 sub-products certified by China Building Materials Inspection and Certification Group as green building materials products, and in June this year, it was awarded the first domestic green building materials product certification certificate by China Building Materials Inspection and Certification Group.
After years of development, the company has accumulated a good reputation in the industry, and won the title of excellent supplier of Vanke, Country Garden, Poly, Greenland and other real estate customers. It has been the first choice brand for waterproof material suppliers of top 500 real estate companies for many years, with the first choice rate reaching 36%.
In addition to the waterproof business, the company's building coatings, building repairs, mortar and thermal insulation materials are among the top three preferred by real estate developers, with obvious brand advantages.
At the same time, thanks to the country's efforts to promote the development of rooftop distributed photovoltaic, the company recently signed strategic cooperation agreements with well-known manufacturers such as Xinyi Power Supply, Golden Hi-Tech and Ruihe Co., Ltd. to promote the development and sales of BIPV.
The third quarterly report shows that in the first three quarters of 20021,the company achieved double growth in revenue and profit, with operating income of 22.68 billion yuan, up by 51.4% year-on-year; The net profit of returning to the mother was 2.68 billion yuan, a year-on-year increase of 25.7%.
3. Zhongke Chuangda
The world's leading platform-based intelligent operating system service provider, the company provides full-stack software services with operating system as the core, covering intelligent software, smart cars and intelligent Internet of Things.
As one of the companies that started the research and development of Android system earlier in China, Zhongke Chuangda has a profound accumulation and leading edge in the comprehensive technical capabilities based on Android system, with more than 1 1,000 independent research and development technology patents and software copyrights.
At present, the company has a leading intelligent terminal solution, which can provide customers with high-quality engineering and technical services and all-round technical consultation.
The company has always adhered to the technology-driven development strategy, with R&D personnel accounting for 92% and R&D investment expanding year by year. According to statistics, Zhongke Chuangda's subsidiaries and R&D centers are located in more than 30 regions around the world, with more than 800 customers and more than 100 of the world's top 500 enterprises in the industrial chain.
These include first-class mobile phone manufacturers such as Qualcomm, Huawei, arm, Samsung Semiconductor, Inter, OPPO, VIVO, Xiaomi and Samsung, and well-known head application software manufacturers such as Tencent, Baidu, Ali and Alipay.
The annual report shows that after 20 17, the company's operating income and profit maintained a rapid growth trend, benefiting from the explosive demand for intelligent CAGR and Internet of Things services. During 20 17-2020, the compound growth rate of the company's revenue reached 3 1.2%, and the net profit attributable to the mother was as high as 78.4%.
In the first three quarters of 20021,the company achieved revenue of 2.672 billion yuan, up 49.5% year-on-year.
4. Innovation in Zhao Yi
At present, the company's core business mainly includes three parts: memory chip, microcontroller and sensor.
NOR Flash was established in 2005, which is a traditional main business. In 2020, the company ranked third in global market sales, with a market share of 65,438+05.6%, ranking first among mainland manufacturers.
The company also has the most complete MCU product line based on ARM in China, occupying a leading position in the field of 32-bit MCU, with 33 product series, * * * more than 400 models and various packages, covering the high, medium and low-end markets in an all-round way. In 2020, its MCU market share in China will reach 65,438+0.07%, and its shipments will rank first among local MCU manufacturers in 32 MCU markets in China for five consecutive years.
As an integrated circuit design company, the company focuses on integrated circuit design and final sales. At present, its main partners include SMIC, TSMC, Lianhua Electronics, Hua Hong Group, Intel, Samsung and Canon.
In terms of R&D expenses, according to the data disclosed in the financial report, the company attaches importance to R&D investment. In 2020, its * * * investment was 5,465,438+0,000 yuan, up 37% year-on-year, and the R&D expense ratio was higher than 65,438+00% all the year round and kept rising.
In the third quarter of 20 16-202 1 3, the company's revenue and net profit returned to the mother always maintained rapid growth. In the third quarter of 20021,the market demand continued to be strong, the company's product supply increased, and its revenue and net profit increased by 99.45% and 144.92% year-on-year.
5. The Big Dipper
Leading domestic Beidou chip enterprise, one of the world's largest manufacturers and suppliers of R&D, user navigation and positioning products, solutions and services, focusing on satellite navigation and positioning, 5G communication and automotive intelligent network connection.
Adhering to the leading role of technological innovation and relying on the leading role of technology and R&D, the company successfully released the first 22nm self-developed Beidou chip in China-the industry-leading RF baseband integrated navigation and positioning chip in 20 19.
In the satellite navigation and positioning industry, the company's products have covered the entire industrial chain of Beidou and are at the leading level at home and abroad. Among them, the satellite navigation high-precision positioning chip with independent intellectual property rights ranks first in China.
In the field of communication device business, the company is one of the few enterprises in China with independent intellectual property rights to realize large-scale production of low-temperature sintered ceramic materials. At present, it has entered a subdivision with high technical barriers, supplying head communication equipment manufacturers such as Huawei.
In the field of automotive intelligent networking business, through years of development, the company has now established a perfect technology research and development and manufacturing system, and established long-term and stable cooperative relations with domestic first-tier automobile manufacturers such as Chang 'an, Geely, BAIC and SAIC Volkswagen.
The financial report shows that thanks to the industry recovery and demand growth, the company's performance has achieved rapid growth in recent years. In 2020, the revenue reached 3.624 billion yuan, up 21.34% year-on-year; The net profit attributable to it was 65.438+0.47 billion yuan, a year-on-year increase of 654.38+0.22.50%.
The content of this article concerning listed companies is the author's personal analysis and judgment based on the information publicly disclosed by listed companies according to legal obligations (including but not limited to temporary announcements, periodic reports, official interactive platforms, etc.). ); The information or opinions in this article do not constitute any investment or other business advice, and market value observation is not responsible for any actions arising from the adoption of this article.
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