Text: Yang Jianyong.
As a strategic emerging industry, the Internet of Things (IoT) continues to expand its investment in the Internet of Things. According to a set of data given by IDC earlier, global IoT spending is expected to reach $805.7 billion in 2023, a year-on-year increase of 106%。By 2026, global investment in the Internet of Things will exceed $1 trillion.
At the same time, China will become the world's largest Internet of Things market, and it will maintain a stable and positive trend in the next five years. IDC**, China's IoT IT spending will be close to $300 billion in 2026.
It can be said that investing in IoT technology has become a key issue for digitalization at present, which can improve the efficiency of the first chain, reduce costs and increase efficiency, thereby driving the resilient growth of enterprises.
In the production process, the manufacturing industry continues to increase the level of digitalization, automation and intelligence, so as to improve production efficiency, reduce costs and increase efficiency, and lay the foundation for the sustainable development of enterprises. In terms of natural resources and ecological environmental protection, intelligent IoT technology provides more diverse protection methods for forest fire prevention, water quality monitoring and biodiversity conservation.
Overall, thanks to the digital upgrade of all walks of life, the Internet of Things has been widely used in thousands of industries such as cities, transportation, finance, retail, medical finance, and manufacturing. The digital transformation of various industries is deepening, and the Internet of Things is a trillion-dollar industrial market and has become one of the important infrastructures for digitalization.
With the continuous advancement of the Internet of Things, manufacturers around the application of the Internet of Things are expected to continue to reap the dividends of the Internet of Things. For manufacturers on the track, it helps all walks of life to carry out digital upgrades and innovations faster, while also opening up space for performance growth.
Among them, Dahua Co., Ltd. has deepened high-quality development by focusing on the main channel of smart IoT. At the same time, it actively promotes the development of innovative business, enhances business competitiveness, and promotes steady growth in performance. For the full year of 2023, the net profit is expected to be 73700 million yuan, a year-on-year increase of 217%; Revenue is expected to increase by 545% for 322300 million yuan, indicating that it is gradually coming out of the trough.
*From Gao Xinxing***
It's just that in this Internet of Things market with trillions of opportunities, there is a situation where a few are happy and a few are sad. As one of the representative enterprises in the Internet of Things industry chain, Gaoxing is facing the dilemma of revenue growth and is still mired in losses.
According to the performance forecast of Gaoxincn, the revenue in 2023 is expected to be 17700 million - 18700 million yuan, a year-on-year decrease of 1984%- 24.13%；The loss is expected to be 65 million - 10.5 billion yuan. It is worth noting that compared to 2022 2The loss of 7.2 billion yuan was a year-on-year decrease of 6146% -76.14%。It should be noted that the consolidated gross margin has improved. Among them, the three expenses of sales, management and R&D are expected to decrease by 1 compared with the previous year200 million yuan.
In the previous performance changes, Gao Xinxing pointed out that it actively developed the business of vertical applications of the Internet of Things, such as the Internet of Vehicles and smart transportation, public safety, etc., but because the macro economy is still in the stage of gradual recovery, the market demand has not been significantly improved, resulting in a decline in the revenue of the Internet of Vehicles, public safety and other business segments compared with the same period last year.
Gosuncn is a manufacturer of the Internet of Things, represented by the Internet of Vehicles, intelligent transportation and public safety. Unfortunately, the performance in the IoT market has been sluggish in recent years, in stark contrast to the promising IoT market. Losses for five consecutive years after deducting non-profits. In 2019, 2020, 2021, and 2022, the net loss after deducting non-profits was 118.3 billion yuan, 115.5 billion yuan, 78.15 million yuan, 299.9 billion yuan. In 2023, it is expected to lose 77.5 million - 117.5 billion yuan.
Not only Gaoxincn, but also Internet of Things companies such as SUNSEA Intelligence have also encountered difficulties, with sluggish performance and losses for many years. In 2020, 2021, and 2022, SUNSEA Intelligent will lose 7600 million yuan, 1600 million yuan, 12700 million yuan. The projected loss for 2023 is 3300 million - 3900 million yuan. Among them, the historical accounts receivable formed by IoT products and solutions such as smart cities have long aging and large amounts, and the risk of collection increases, and the credit impairment loss needs to be provided for in the reporting period.
Finally, as a new type of infrastructure, the Internet of Things (IoT) has been integrated with tens of billions of extensive IoT connections and technologies such as artificial intelligence and cloud computing to drive the transformation of the Internet of Everything to the intelligence of all things, thus bringing information technology into the AIoT era.
In particular, the wave of large models has swept in, and enterprises have taken advantage of the trend. With the breakthrough of large model technology, artificial intelligence has gradually entered the stage of agi (general artificial intelligence) development, which will further accelerate the promotion and application of digital and intelligent technologies around the world. For manufacturers on the track, the prospects are expected to be further released, opening up a broader space for performance growth.
Yang Jianyong, a writer for Forbes China, expresses his views on an individual basis. It is committed to in-depth interpretation of cutting-edge technologies such as the Internet of Things, cloud services and artificial intelligence.