In the selection of military UAV leaders, it is necessary to pay attention to the company's technical strength, product line, market competitiveness, financial status, and the ability and vision of the management. In addition, it is also necessary to pay attention to whether they have a leading position and competitive advantage. The most important thing is that it needs to be recognized by the market and that there needs to be financial attention.
Xinxing equipment (002933) + popular leader + Dongcai popular leader
1) Main business: scientific research, production, sales and related services of aviation equipment with servo control technology as the core.
2) Business overview: The state adopts a strict licensing system for the scientific research and production of the military industry, and shall not engage in the scientific research and production activities of the first equipment listed in the first equipment scientific research and production license catalogue without obtaining the first-class equipment scientific research and production license. The production of products must be carried out in accordance with strict national military standards, and the military representatives stationed in the factory shall supervise them in real time. As a high-tech enterprise with technology research and development as the core, the company currently adopts the principle of "two ends inside, middle outside", so the company's production mode is divided into self-production and outsourcing production.
3) Core competitiveness: It has deep technical precipitation related to airborne equipmentIt has accumulated rich experience in the airborne equipment industryIt has formed a diversified and multi-level product structure;The institutional advantages of private enterprises in serving the military industry;It has the advantage of "preconceived" market brand.
Hangfa Power (600893) + valuation leader
1) Main business: aero engines and derivative products, foreign trade export subcontracting business, non-aviation products.
2) Business Overview: 1From the perspective of the position of the industrial chain, the company's aero engine and derivative products business, non-aviation products and other businesses are mainly all-round business models, and the industrial chain covers a complete industrial chain, including development, production, testing, sales, maintenance and supportThe export subcontracting business of foreign trade is currently a production + sales business model, which will gradually turn to an all-round type. 2.From the perspective of business scope, the company's business model is centralized and diversified operation, the main products are aero engines, and related derivative products and services are provided. 3.From the perspective of the way to realize value, the company is a differentiated model, featuring a full range of aero engine products and engine maintenance and support services.
3) Core competitiveness: 1Historical accumulation: The company has inherited more than 60 years of experience in aero engine production and manufacturing since the founding of the People's Republic of China and rich data accumulation, cultivated a team of aero engine technical skills experts with excellent technology and excellent style, and formed a distinctive corporate culture in decades of historical evolution. 2.Resource elements: The company has a strong R&D backing, and the actual controller has 7 aero-engine-related scientific research institutes, and is the only unit in China with R&D capabilities for all types of military and civilian aero engines. 3.Management level: In order to promote reform and development, the company has realized the optimization of industrial structure, and the superior resources are concentrated on core products and business. The company adheres to management innovation, introduces advanced management tools, and improves them in combination with the individual needs of enterprises, which significantly improves management efficiency. 4.Strategic opportunities: the country attaches great importance to the development of aero engines, the development of aero engines and gas turbines to the national strategic level, aero engines and gas turbine industry as a high-end manufacturing industry, has been included in the "People's Republic of China National Economic and Social Development 13th Five-Year Plan Outline", the next five years plan to implement 100 major projects, aero engines and gas turbines in the first place.
Tianqi Lithium (002466) + performance leader + Dongcai popularity leader
1) Main business: development of hard rock lithium ore resources, processing and sales of lithium concentrate, and production and sales of lithium chemical products.
2) Business overview: The raw materials purchased by the company for the domestic production of lithium chemical products are mainly lithium concentrate, soda ash, sulfuric acid and coal or natural gasThe company's lithium chemical products adopt a production mode combining planning and orders according to the market and customer ordersAt present, most of the company's lithium chemical products are sold in China, and the development of specific markets and product sales are mainly sold to customers through Chengdu Tianqi.
3) Core competitiveness: (1) quality advantage (2) team advantage (3) industrial advantage (4) technical advantage.
Hongdu Airlines (600316) + valuation leader
1) Main business: design, development, production, sales, maintenance and related business and import and export of basic training aircraft, general aircraft, other aviation products and parts.
2) Business Overview: 1Trainer business: mainly engaged in the design, development, production, sales, maintenance and service guarantee of primary, intermediate and senior trainer series products and parts and components. 2.Subcontract production business: At present, it mainly focuses on the C919 large aircraft project and the Boeing subcontract production project. As the only supplier of straight sections such as the C919 fuselage of domestic large aircraft, the company has delivered high-quality front fuselage and middle and rear fuselage products to COMAC since 2014, which has been highly recognized by customers and the industry.
3) Core competitiveness: 1The company has formed the research and development and production and manufacturing capabilities of primary, intermediate and senior training aircraft full-spectrum products, and has strong aviation product design and experimental integration capabilities, which can meet the flight training requirements of different users and different stages, and the training aircraft products have strong competitiveness in the domestic and international markets, high visibility and good market image, and have a relatively stable customer base. Through a series of capacity improvement projects, the company has the independent manufacturing capacity of the fuselage section of large civil aircraft and the international subcontracting production capacity of large parts of passenger aircraft, and has established good cooperative relations with world-renowned aviation manufacturing enterprises such as Boeing.
2.The company has the national first-class equipment scientific research and production license qualification and the national second-class equipment scientific research and production confidentiality qualification, and has passed a number of system certifications such as quality management, environmental system, information security management, etc., and has complete R&D, production and test guarantee conditions.
3.The company has an excellent team of professional and technical personnel, has an aircraft design and research institute that can independently complete the model design, and has 2,298 professional and technical personnel, 2,981 employees with bachelor's degree or above, and 465 employees with graduate degree or above.
4.The company has a complete manufacturing system, complete manufacturing technology and technologyWith thousands of sets (sets) of professional processing equipment with international and domestic advanced level, it has realized the wide combination of aircraft digital design and manufacturing technology, and has strong R&D and manufacturing capabilities in CNC machining, sheet metal forming, tooling and mold design and manufacturing, aircraft parts and equipment for aviation products.
Xinyu Guoke (300722) + valuation leader
1) Main business: R&D, production and sales of pyrotechnics and related products, while carrying out military and civilian business, and committed to the development of military-civilian integration industry.
2) Business overview: the company's military sales are subject to the military pricing mechanism to a certain extent, and the company mainly achieves profitability by broadening sales channels, strengthening internal management, and controlling product costs.
3) Core competitiveness: 1The industry has a prominent position and an important position in the domestic military pyrotechnics industry. 2.The company has a complete range of military pyrotechnics applications, covering the army, navy, air force, rocket force, public security, armed police and other military branches. 3.First-mover advantage. 4.R&D advantages.
Cialis (601127) + market capitalization leader + Dongcai popularity leader
1) Main business: R&D, production, sales and service of complete vehicles and their engines and parts.
2) Business overview: The company is a technology-based manufacturing enterprise with new energy vehicles as its core business, and its business involves the research and development, manufacturing, sales and service of new energy vehicles and core electric vehicles, traditional vehicles and core component assemblies. In terms of vehicles, the company's main products cover new energy vehicles and traditional vehicles, and representative models include AITO Wenjie series of high-end smart new energy vehicles, Ruichi electric commercial vehicles, scenery SUVs and MPVs.
3) Core competitiveness: Driven by electrification, intelligence, and connected technologies, the automotive industry chain is facing major restructuring and extension. The company grasped the historic opportunity of the industry, adhered to innovation-driven, long-termism, and commercial success, deeply implemented the quality-led and talent-driven boutique strategy, promoted the company's sustainable and high-quality development, and achieved key breakthroughs in key technology research and development, smart model development, advanced manufacturing technology, and business model innovation.
1) Independent research and development of smart electric vehicle platform. (2) Independent research and development of the super electric drive intelligent technology platform DE-i. (3) The category layout of smart new energy vehicles is rich. (4) Leading intelligent and intelligent manufacturing capabilities to create high-quality products. (5) The automotive ecosystem of the Internet of Everything. (6) Boutique sales network and advanced service system. (7) Efficient operation and management capabilities. (8) Construction of high-quality talent team.
Hikvision (002415) + market value leader + performance leader + growth leader
1) Main business: provide intelligent Internet of Things solutions and big data services with the core of the world.
2) Business overview: Hikvision is a leading provider of Internet of Things solutions and data operation services, providing security, visual management and big data services around the world. Hikvision has core technologies such as video and audio codec, image processing, and video and audio data storage, as well as forward-looking technologies such as cloud computing, big data, and deep learning, and provides professional segmentation products, IVM intelligent visual management solutions and big data services for many industries such as public security, transportation, justice, culture, education and health, finance, energy and intelligent buildings. In addition to the first-class monitoring industry, Hikvision has extended its business to smart home, industrial automation and automotive electronics industries based on first-class technology, opening up new space for sustainable development.
3) Core competitiveness: 1Hierarchical research and development to ensure the continuous and effective research and development of new technologies and new products2.Deeply cultivate subdivided industries, cultivate business understanding and demand monetization capabilities;3.The global marketing service system helps the company's business to grow sustainably and steadily4.A good talent training system and long-term incentive mechanism ensure the sustainable and healthy development of the company5.The advantage of scale continues to emerge.
SF Holdings (002352) + market capitalization leader + performance leader + growth leader
1) Main business: express logistics.
2) Business overview: Adopt the direct business model, implement unified operation and unified management of each branch by the headquarters, organize the collection and delivery network and distribution processing and transportation network within the scope of business, and independently allocate network resources according to the actual needs of business development.
3) Core competitiveness: 1. The express service ranks first in many times, and has established a good market reputation and brand image2. In the leading position in the industry in business and mid-to-high-end e-commerce express delivery, pay attention to the quality of income, and maintain a healthy profit level;3. Adhere to the direct sales model, ensure the stability and controllability of operation, ensure service quality and timeliness, and enhance customer stickiness. 4. Covering the express network at home and abroad, the combination of sky network + ground network + information network has obvious advantages 5. Strong IT research and development capabilities, high investment in intelligent logistics and management innovation6. The core resources have obvious advantages, and it has a huge logistics network at home and abroad, including aviation network, branch network, ground transportation network, transit field network, customer service call network, industrial park network, etc., with significant scale advantages. 7. Have the comprehensive ability to provide customers with integrated integrated logistics solutions.
Dahua shares (002236) + growth leader
1) Main business: to provide the world's leading intelligent IoT solutions and operation services with the core of the world.
2) Business overview: The company is the world's leading provider of intelligent IoT solutions and operation service providers with the core of the world, supported by the two major technical strategies of AIoT and IoT digital intelligence platform, effectively integrating artificial intelligence, big data and Internet of Things technologies into the company's products and solutions, serving urban digital innovation and enterprise digital and intelligent transformation.
3) Core competitiveness: 1. Adhere to the R&D and innovation investment with the "five comprehensives" as the core, and deepen the customer demand orientation: Dahua has a first-mover advantage in visual AI based on the VisionTransformer model, has accumulated experience in industry application and algorithm research and development, and is in a leading position in the industry in scenario application and industrializationThe company will carry out iterative upgrades in the direction of visual large models, develop industry-leading visual pre-trained large models based on industry experience, realize the implementation of productization based on the algorithms of visual large models, reduce the number of intelligent SKUs of the company, improve the penetration rate of intelligent products, meet the needs of more digital and intelligent scenarios, and continuously iteratively optimize the performance of large models, so that the first-mover advantage becomes the moat of the company's competitiveness. The company has always adhered to R&D and innovation investment, guided by customer needs, and taken the effectiveness of products and solutions to customers as the judging criteria, continuously improving the independent innovation and leadership of core key technologies, and consolidating the foundation of basic capabilities of digital intelligence. After years of precipitation, the company's technical capabilities in artificial intelligence, AIoT, big data, software and other aspects have become more mature.
2. Continue to optimize the global marketing network and increase customer coverage.
The company has a global marketing and service network. By the end of 2022, the company had 32 provincial and regional offices in China. The company has increased investment in customer coverage on the marketing side, continued to sink the business of small and medium-sized enterprises, built a win-win ecosystem, deepened the coverage of industry customers, and continuously excavated customers covering blind spots, focusing on building multi-dimensional ecological partners, building a comprehensive altruistic service platform, and helping partners continue to innovate and develop.
3. Promote intelligent manufacturing, and optimize the ecology and layout with safety as the core.
4. Improve delivery and service capabilities to create the ultimate customer experience.
5. Adhere to the whole ecological strategy and build a smart IoT ecological community of co-construction, win-win and symbiosis.
6. Strengthen compliance construction and create a fair and honest cooperation environment.
7. Adhering to the "customer-centric, striver-oriented", to create a Dahua model of common prosperity.
Suzhou Keda (603660) + popular leader
1) Main business: AI and big data application related products and services.
2) Business overview: The company's business model has not changed compared with the previous year, mainly adopting a "dumbbell" business organization model, focusing on product research and development design and marketing services, and focusing on lean production of core and key components. The company mainly provides self-developed products and services to end customers through its own sales personnel, integrators and leading merchants in the form of solutions. In addition, as a sub-brand of the company, Moyun Video is independently operated by its holding subsidiary, Sundial Technology, providing first-class conference operation services, and providing visualization products and solutions for government and enterprise customers at all levels through the mode of rental and operation.
3) Core competitiveness: 1. Technology and R&D advantages: The company always focuses on products and solutions related to sound, actively explores cutting-edge technologies in the field of application, and continuously optimizes the actual effect of related technologies in products and solutions. It has accumulated certain technical advantages in the fields of audio codec, networking communication, switching and storage, big data, and AI applications. The company continues to promote the in-depth application of artificial intelligence technology in industry solutions such as conference and security monitoring, and supports the deep integration of artificial intelligence technology with the needs of customers in different vertical industries with higher computing power to meet the actual combat needs of specific business scenarios. During the reporting period, the company's invention patent "an automatic focusing method and device based on region of interest" won the silver medal of China Patent AwardIn an annual algorithm evaluation, the company's face recognition algorithm ("SeeShare") and vehicle recognition algorithm ("Seecar") ranked among the best, laying an important foundation for further standardizing the algorithm version and improving the performance indicators. As of December 31, 2022, the company and its subsidiaries have obtained a total of 527 software copyrights, and 166 new patents were added in 2022, including 95 invention patents, 20 utility model patents, and 51 appearance patents. 2. Advantages of comprehensive solutions 3, advantages of localization and technical security 4, advantages of users 5, and advantages of service.
SUNSEA SMART (002313) + popular faucet
1) Main business: intelligent Internet of Things business (Internet of Things module products, Internet of Things solutions, cloud platform technical services, etc.) and communication network infrastructure products, communication engineering services, etc.
2) Business Overview: As a provider of communication network infrastructure solutions, the company mainly provides cable broadband optical fiber broadband network construction solutions and products, mobile broadband wireless site construction solutions and products, and communication network survey, design, construction and maintenance services for telecom operators. One of the leading enterprises in the wireless communication module industry.
3) Core competitiveness: As a leading enterprise in the provision of domestic communication network infrastructure solutions and products, the company provides solutions, products and overall engineering services from design, survey, construction, maintenance and network optimization in the entire communication network construction, complete product lines, sales network covering the whole country and key overseas regions, and forward-looking and innovative technology research and development capabilities are important guarantees for the company's continuous and steady growth. During the reporting period, the company continued to invest in R&D, optimized the enterprise innovation mechanism, and applied for 46 patents (including holding subsidiaries), including 20 invention patents59 patents have been authorized, including 18 invention patents. By the end of 2016, the company (including its holding subsidiaries) had obtained a total of 597 patents, including 66 invention patents, and presided over or participated in the drafting of more than 90 communication industry standards. During the reporting period, there were no significant adverse changes in the company's core competitive advantages.
Drones