一. Dongfang Guoxin

Industrial Internet platform provider

Total market value:10.256 billion yuan

Orient Guosen was established in 1997. Since its establishment, it has always focused on the field of big data. Related big data software and solutions serve more than 50 countries around the world, with a daily processing volume of 3 trillion pieces of data. It is not only a domestic telecommunications big data leader, but also It is the leader of the extensional integration to create the industrial Internet.

Behind these achievements, Dongfang Guoxin is inseparable Technology research and development strength and continuous investment in cutting-edge technology research and development for many years. At present, Orient Guoxin has established four R&D centers in Beijing and Anhui in China, Ohio in the United States, and Manchester in the United Kingdom. A diversified and multi-level big data technology ecosystem has gradually been built.

especially in the industrial Internet field, since 2017 Since the release of the developed Cloudiip industrial interconnection platform, related products have entered nearly 10,000 companies in 35 countries, covering an industry with an annual output value of over one trillion yuan. This also provides a strong boost to Orient Guoxin’s performance.

Relevant data shows that Oriental Guoxin’s performance since 2017 It maintains steady growth throughout the year, with a net profit of 600 million in 2020, a year-on-year increase of 20%. Among them, the revenue in the field of optical industrial Internet reached 500 million.

It can be seen that the Industrial Internet will gradually become the East At the core of Guoxin, in the context of the accelerated development of the industrial Internet, Oriental Guoxin has a promising future.

二.Deep Technology

Security provider

Total market value:14.852 billion yuan

DPtech was established in 2008. Since its establishment, DPtech has insisted on technological innovation. Relying on the security research team’s accumulation of technologies in attack and defense research, vulnerability mining, threat intelligence analysis, and security incident response over the past ten years, the company has built a product system including self-security networks, security protection, security services, and application delivery. Customers provide full-scenario network security solutions.

Among them, DPtech’s The most outstanding performance. After all, everyone knows that in the age of the Industrial Internet, once security is not guaranteed, it will affect the normal operation of the entire country’s economy and society. At this time, the test is the strength of the network security provider.

And DPtech’s industrial switches have not only experienced The extreme cold test of tens of degrees below zero also overcomes the adverse effects that may be caused by harsh environments such as humidity, mold, and water mist. Under various tests, DPtech Industrial Switches succeeded in handing in an excellent answer of”zero failure” of the equipment with its superior hardware quality.

This is also the 3rd consecutive DPRK mode since 2016 Annual performance growth provided the driving force. Related information shows that DP’s compound annual growth rate has remained at about 15%in recent years.

Three. Move away Communication

Wireless module provider

Total market value:22.89 billion yuan

Quectel is the world’s leading supplier of IoT modules, covering 5G, car front-mounted, Android smart, etc. Complete product line of technology and rich industry experience.

As the leading domestic IoT module manufacturer, 2015 The market share has leapt to the first place in China, and in 2018 it ranked among the top three in the world; in 2019, Quectel became the world’s largest supplier of cellular IoT modules.

More importantly, as the digital transformation of the industrial Internet industry Quectel not only takes the lead in completing the multi-platform layout of 5G modules, but also realizes the application of smart factories, remote driving, smart ports, smart power and other sub-sectors. This further promotes the company’s performance.

Especially in 2020, the company’s revenue and The performance growth rate has diverged. In the process of benefiting from the development of the Internet of Things industry and the continuous strengthening of the company’s competitiveness, shipments continued to grow, achieving a growth rate of about 53%. The first three quarters achieved a net profit of 125 million yuan, an increase from the same period last year. 33.84%score.

Due to the continued benefit of the”Internet of Things” demand in recent years After the outbreak, Quectel’s market share is expected to increase further. From the perspective of its operating performance,It is expected to be expected in the next 3 years Become the double champion of”shipping volume” and”operating income” in its industry.

Four. Halo New Net

cloud computing service provider

Total market value:23.61 billion yuan

Founded in 1999, Sinnet is the leading company in the field of cloud computing IDC in China. In terms of performance, the company is 2015 Since its listing in 1999, revenue and net profit have made great strides, and the company’s business prospects are very good.

The main reason is that the company acts as a cloud computing”Infrastructure” providers, cloud computing has expanded very rapidly in recent years. And the company’s most”iron” big customer is not only the famous Amazon AWS, but also the pride of ChinaAlibaba Cloud. It can be said that if there is no IDC service of Sinnet, Alibaba Cloud will not be able to fully utilize its powerful computing capabilities.

More importantly, if there is no cloud computing, and The industrial Internet will not exist for the big data skills running on the cloud computing platform.

So from the perspective of the company’s revenue structure, although it is worn It has been given the new hat of”5G new infrastructure”, but the company’s real customer base is still cloud computing. This is also the reason why Sinnet can achieve a net profit of 913 million yuan in the first three quarters of 2020, a year-on-year increase of 10.71%.

It can be said,Whether it is 5G or future 6G, new infrastructure, car networking, or other new concepts, IDC is an indispensable”infrastructure” industry. Therefore, as long as Sinnet can continue to operate steadily, there is no need to worry about performance or growth.

5. Ziguang shares

Industry solution provider

Total market value:64.009 billion yuan

Related data show that in 2019, Unigroup ranked first in China’s enterprise network market share, SDN software market share, and China’s security hardware market share ranked second. It can be said that in the four major product lines of basic network equipment, cloud computing, network security and server storage, Tsinghua Unigroup has basically achieved the top three achievements in the domestic market share.

and benefited from including cloud computing, big data , Digital connection, information security, security, Internet of Things, edge computing, artificial intelligence, 5G and other fields, so that Ziguang has a full range of digital platform solutions. In terms of industrial Internet platform construction, Ziguang has built a digital chassis to provide more partners with a platform for application deployment.

Reflected on performance, from 2016 to 2020 , Unigroup’s revenue and net profit have both gone up. Among them, the net profit will increase by 2.8%in 2020.

As Ziguang continues to increase its IDC construction, and The company has benefited from the core benefits of grasping the golden opportunities of telecom cloud construction, traffic explosion, and edge computing in the 5G era. In the operator, Huawei elite executives, Xin H3C’s operator market share is expected With accelerated breakthroughs and expansion, the global market share is expected to continue to increase, with huge growth potential.