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华胜天成(600410):携手华为 共建应急管理深度合作

Huasheng Tiancheng (600410): join hands with Huawei to build deep cooperation in emergency management

安信證券 ·  Sep 25, 2019 00:00  · Researches

Event: according to China Finance Online Co Ltd, in September this year, Huawei reached a cooperation with Huasheng Tiancheng and Helun Technology to carry out all-round exchanges and cooperation in the field of fire emergency response, such as market expansion, solutions, professional technology, and so on.

Subsidiary he run Technology is a professional manufacturer in the field of emergency management. As a subsidiary of Huasheng Tiancheng, Helun Technology is the first state-level high-tech enterprise to carry out rapid accident response, on-site emergency detection, fire detection, emergency rescue command and other public safety fields. Specializing in the provision of safety and health-related emergency testing, fire testing, occupational health, environmental monitoring, software applications and other industry testing technical equipment and data service system.

Emergency security cloud has won many bids for national large-scale event projects. In the field of emergency security cloud, Huasheng Tiancheng works closely with Helun Technology to digitize the enabling industry. It has won bids for the development and implementation of emergency monitoring systems for large-scale events in countries such as Beijing Olympic Games, Shanghai World Expo, Guangzhou Asian Games, Beijing Winter Olympic Games, Wuhan World CISM World Games and so on. According to the 2019 mid-term report, the company's emergency safety cloud helped the world's top 500 electrical appliance manufacturers realize the cloud and unified management of servers and production line terminals in their factories in China in the first half of the year.

Join hands with Huawei to build a safe city. According to the company's website, Huasheng Tiancheng and Huawei have established a long-term partnership to jointly develop and develop the technology and application scenarios involved in the new generation of IT, and actively expand the edge of technology and cooperation to form a development system with a virtuous circle of innovation and ecology. As a very comprehensive large-scale management system, Ping an City not only meets the needs of public security management, municipal management, traffic management, emergency command, but also takes into account the needs of disaster and accident early warning, production safety monitoring and other needs. therefore, it is also a typical representative of tripartite cooperation to build application scenarios. Huawei, Huasheng Tiancheng and Helun Technology have their own advantages in product capacity, industry understanding, and implementation level in the areas of security and emergency fire protection support. After the three parties have reached cooperation, they can complement each other's advantages and benefit each other. Work together to promote the construction of a safe city.

Investment suggestion: it is estimated that the EPS in 2019-2020 will be 0.21 yuan and 0.27 yuan respectively, giving the "overweight-A" rating for the first time, with a six-month target price of 16.00 yuan.

Risk hint: cooperation is lower than expected; market competition intensifies

The translation is provided by third-party software.


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