share_log

荣之联(002642)中报点评:生物云、车联网助推转型

中信建投 ·  Aug 26, 2016 00:00  · Researches

  Incident Rongzhilian released a semi-annual report. The company's semi-annual revenue was 640 million yuan, up 0.04% year on year, and net profit attributable to shareholders of listed companies was 26.9 million yuan, down 55.34% year on year. Brief review The business growth of the company headquarters was stable, and the profit margin was basically the same. The company headquarters business growth was stable in the first half of the year. Some industries showed outstanding performance, such as an 80% increase in manufacturing customers and a 48% increase in telecom customers. Overall gross margin decreased by 1.75% compared to the same period last year, and gross profit decreased by 11 million yuan. However, if new project factors were removed (about 90 million dollars were invested during the reporting period, some cost increases), the gross profit level of the company's headquarters business was basically the same as last year. Furthermore, incidental income of 22 million yuan was included in last year's investment income. This year, this year, this year, the decline in profit after deduction was not significant. In the future, the company headquarters business will continue to focus on “cloud computing” and “big data”, explore the “Internet +” and “comprehensive digitalization” needs of enterprise users, and establish cloud computing platforms and big data application platforms for vertical industries. The subsidiaries are well integrated, and the performance continues to grow. The subsidiaries Car Network Internet and Taihe Giti have continued their good performance momentum. In the first half of the year, Car Network Internet revenue was 75.69 million yuan, net profit of 34.69 million yuan, an increase of 6.9% over the previous year; Taihe Jiatong's revenue was 25.84 million yuan and net profit was 10.49 million yuan, an increase of 1.9 million yuan, up 22% over the same period last year. New projects for biocloud technology and the Internet of Vehicles business are still waiting to be put into production and are in the investment period. The company completed private distribution in December 2015 and raised 1 billion yuan to invest in “biocloud computing” and “vehicle networking big data projects”. It is currently in the early stages of investment. The cumulative investment during the reporting period has reached 100 million yuan. Production is expected to begin in 2018. The company's two newly invested projects are in the early stages of investment, which has had a slight impact on performance. Bio-cloud technology transforms genetic interpretation. On the one hand, the company lays out a biocloud platform to achieve efficient automation of most tasks and connect with healthcare applications at low cost. On the other hand, it aims to create an all-in-one sequencing machine with a graphical interface to package, store, analyze, and interpret the three major technologies, and lower the threshold for genetic interpretation in hospital quarantine departments and third-party testing institutions. We believe that the company's biocloud project is based on Huada Novo and other projects, has a first-mover advantage, and can solve the pain points of large amounts of genetic information data and high difficulty in analysis. The Internet of Vehicles data platform boosts UBI business. The company's Internet of Vehicles data monetization targets the UBI business, and the market prospects are broad. At this stage, the company is focusing on promoting the number of data terminals installed, storing user data, and improving the maturity of data collection and data actuarial data.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment