Chairman of Neusoft carrier 300 183, shares of attending the famous - Cui Jian, who of course he is not engaged in rock, but he and Neusoft carrier adhering to the professional spirit, the original spirit of rock and roll Cui Jian, through 20 years of continuous research, in the field of carrier communication It is hard to break the monopoly of overseas chip technology and realize import substitution.
At the moment when the Shenzhen Stock Exchange was heard, the former bookmaker Cui Jian, who turned into the chairman of the listed company, changed his identity and remained unchanged. Neusoft's carrier, from the original single smart meter, to today's carrier communication, integrated circuit, smart home troika interlocking, the product is changed, the constant is the intelligent industry. "Intensive farming, persistence in innovation, bigger and stronger, this is our business philosophy from beginning to end, never wavered." Cui Jian said to the Shanghai Securities Journal reporter.
Continued heavy investment in research and development of stable carrier communication faucet
Cui Jian, a university faculty member, is still refined and modest after 21 years of abandonment from business. He has a book full of enthusiasm. "When it was just listed, the company had only 200 people, and the proportion of scientific research personnel accounted for 70%. Now it has grown to more than 1,200 people. The ratio has not changed." Cui Jian helped the glasses, as if he had returned to the original three-foot platform. “In the past, I urged students to study. Now they are urging employees to do research.â€
When it comes to scientific research, the story of a chairman's book is widely spread in Neusoft's carrier. The training of professional talents in the field of carrier communication was once absent from university education. In the face of such a situation, Cui Jian, who had already left the platform, started his own business and led a group of researchers from Neusoft Carrier to jointly compile several textbooks in the field of carrier communication to fill The gap in university education in this field has been adopted by many universities and has realized the cultivation of talents at the source.
Neusoft's emphasis on scientific research can also be measured by money. According to the disclosure, the company's annual R&D investment accounted for more than 10% of its operating income. In the first half of 2017, it reached a new high of 68.3 million yuan, accounting for 17% of the total revenue of the current period, far exceeding the industry average of 3%.
R&D is also inseparable from the chip industry in which Neusoft's carrier is located. Chip technology is changing with each passing day, and there will be changes in one to three years. Some products have just been developed, and they have to be changed easily, so they cannot fall behind.
"Rome is not built in one day. The improvement of technical strength requires a long period of precipitation, and constantly explore and accumulate." In addition to the bookmaker, Cui Fitness also has a brand of technology flow, he said: "Every time we update, we and foreign manufacturers The distance of the company has been shortened, and many of the company's products have now reached the world's leading level." It is this tenacity with advanced competition technology, Neusoft carrier listed in the past six years to break through the layers of barriers, and finally break the monopoly of overseas chip technology, complete import substitution.
Today, Neusoft Carrier has become the leading supplier of low-voltage power line carrier communication solutions in China. Its low-voltage power line carrier communication technology has reached the global leading level in terms of communication capability, stability, reliability and anti-interference ability. Currently, it is mainly used in the smart meter industry. The future will also be widely used in areas such as intelligence and energy Internet of Things. In the process of transforming the first round of power consumption information collection system of State Grid, Neusoft's cumulative sales of carrier communication chips reached nearly 200 million, accounting for about 40% of the entire market, firmly locking the status of the industry leader.
In 2017, the national “smart grid†transformation entered a key stage of the link. It is reported that the second-cycle power information collection system of the State Grid is based on broadband carrier and has high technical threshold. Neusoft Carrier has actively participated in the research and development and testing of the national network broadband carrier by virtue of years of technical accumulation, and actively participates in the broadband carrier. The development of standards has become the first-round supplier of broadband carrier communication products, and the company is also expected to realize new growth with the opportunity of second change.
Entering the IC design and rebuilding a Neusoft
Previously, there was a consensus in the investment community that the selection of manufacturing companies prioritized Guangdong and Shandong companies. This is not only because of the perfection of its industrial chain, but also because the entrepreneurs in these two regions are often more pragmatic and at the same time have great dreams. 000 651 Gree, attending shares, Midea Group 000333, attending shares, Qingdao Haier 600,690, clinic shares, Wanhua Chemical 600309, shares and other leading companies attending are from these two provinces.
The Neusoft carrier and Qingdao Haier belong to the Qingdao area, and it seems to have a good way of doing business. After sitting firmly at the leader of the carrier communication, the Neusoft carrier began to extend the industry chain vertically. "Using the integrated circuit sector, we will rebuild a Neusoft carrier in three to five years." Talking about the company's planning, Cui Jian's tone reveals a resoluteness and ambition.
In 2015, the company completed the acquisition of Shanghai Neusoft Carrier Microelectronics Co., Ltd. (renamed), and the industry chain extended to the field of integrated circuit chip design (IC design), which has more advantages in cost control and also makes the company's gross profit margin. Further improvement.
At present, Neusoft's external sales products are mainly 8-bit and 32-bit general-purpose MCU chips, carrier communication chips, and micro-power wireless chips. After the completion of the merger, Neusoft Carrier has increased R&D investment in integrated circuits. At present, Bluetooth chip 5.0, security chip and meter chip have been developed, enriching the ecosystem of the company's chips and laying the foundation for the creation of the Internet of Things platform.
From the perspective of product distribution revenue, low-voltage power line carrier communication products are still the main source of revenue of the company. In the first half of the year, sales revenue reached 335 million yuan, accounting for 84% of the company's total revenue, down 5.21%. However, it is worth noting that in the first half of the year, the revenue of the integrated circuit business reached 42.89 million yuan, a year-on-year increase of 154.07%, which became the main growth point of the company's revenue.
"The integrated circuit sector is the company's integration of the upstream of the industrial chain." Cui Jian said that the integrated circuit industry is the foundation of the intelligent industry, and the integration of integrated circuit technology can provide technical support and guarantee for intelligent development, and improve "chips, software, and terminal products." , system, information service, "integrated circuit industry chain, focus on R&D control (MCU), link (communication technology), sensing (sensor technology) IoT three core technologies, for the future intelligent, energy IoT industry layout The foundation.
Keep up with the intelligent trend and seize the smart home business opportunities
Synergistic development, interlocking. The third service of Neusoft's carrier is currently a bit imaginary, but it is also dazzling. This is the smart home that is extended based on the above two Internet of Things technologies. The electronic information industry park that the company put into use in June is undoubtedly the best template for smart life.
Entering the smart home model room of the Neusoft carrier Jiaozhou Park, the reporter saw a large palm-sized panel at the door. This is the remote control device for all the equipment in the room. The panel is touched, the curtains are slowly opened, and the windows are pushed away. Sunlight and sea breeze spilled into the house. When the environment simulates a rainy weather, the windows are closed and the lights are turned on automatically. “This panel can also control all the electrical appliances and circuits in the house, and the intelligent security system can also look at the nursing home at any time.†The on-site interpreter introduced this.
"The future intelligent home communication platform must be a family-based full coverage, seamlessly connected home network platform, and multiple communication technologies such as power line carrier communication, wireless communication and Bluetooth communication are used together, which is the core of the Internet of Things connection technology. Cui Jian is convinced of the deep intelligence of the future family.
In order to grasp the big business opportunities of Neutral Home, Neusoft Carrier has built the industry's most complete IoT technology portfolio with years of technology precipitation. Its product reserves have been scaled up, and many businesses are expected to enter a period of rapid development. "Intelligent business will focus on the 2B model. At present, the company is increasingly cooperating with major international customers such as Siemens and Apple. The company has also been a supplier system for Apple's smart home platform Homekit for two consecutive years." Cui Jian can't help but talk about the future. .
Although the company's intelligent solutions are still in the development stage and have limited contribution to performance, there are also many successful cases in the fields of entrepreneurial parks, banks, hotels, schools, and communities. In the future, with the improvement and consumption of industrial infrastructure. The increase in acceptance is expected to become a new highlight of the company's business.
"Based on carrier communication and integrated circuit design, we will develop technology based on converged communication and become a world-class enterprise in the two emerging strategic fields of energy Internet and intelligence." Cui Jian told the Shanghai Securities Journal that the future is still firm. Move to focus on the development of the main business, adhere to innovation, and make the company bigger and stronger.
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