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Fujian Star-Net Communication Co. Ltd.
03-02-2019, 09:54 PM.
Post: #51
RE: Fujian Star-Net Communication Co. Ltd.
2018情况
[2018年]


面对充满挑战的宏观环境,2018年星网锐捷坚持创新驱动发展战略,不断推动智慧产业优化升级,加大在各业务领域的升级与探索,公司业绩稳步增长,2018年公司规模突破100亿大关,星网锐捷圆梦百亿产业。
2018年星网锐捷坚持向创新要动力,全年研发投入超10亿,累计申请专利数达2907项,牢牢占据网络通讯行业创新的第一梯队,品牌影响力也因此得以进一步释放,2018年星网锐捷品牌价值达318.43亿元,同比增幅25.9%,同时荣膺亚洲品牌500强,蝉联中国500最具价值品牌,品牌资产呈爆发式增长。
2018年,升腾资讯在金融行业市场连续第三年实现20%以上增长,在瘦客户机、桌面云、云支付等细分领域均有不俗表现:瘦客户机连续六年亚太区域市场销量NO.1,以超过45.9%的份额蝉联中国市场榜首,连续十六年中国销量第一;支付产品累计销量突破1900万台,POS出货量跃居全球第三,亚太第二。升腾以卓越的创新力和产品力,坐稳行业领跑者位置。

2018年,基于在政府、运营商、智慧交通等领域的长期技术积淀与良好合作基础,锐捷网络在多个全国集采项目中拔得头筹。全线产品入围中央国家机关信息类产品协议采购名录;在中移动2019年政企客户WLAN设备集采和2018年数据中心交换机集采两大项目以70%大份额中标,勇夺双冠王;在国铁吉讯首批动车组Wi-Fi设备招标中,锐捷网络以最大份额中标,将为“复兴号”动车组提供Wi-Fi服务。狂揽多个大单,锐捷网络以实力赢得口碑。
凭借首屈一指的技术实力,2018年度,锐捷网络推出多款业内领先的产品,收获市场的强烈反响。25G/100G数据中心产品解决方案发布,在阿里巴巴、今日头条、腾讯等互联网巨头企业落地,推动互联网进入超大规模25G时代;AP产品RG-AP730完成了单台承载150台终端并发播放视频的挑战,性能高出业界平均水准60%以上;多个云桌面场景化解决方案的发布和升级,助力锐捷网络继续领跑虚拟化桌面市场。围绕“场景创新”持续发力,锐捷网络以技术引领行业风向。

以创新推动产品与应用的深度融合落地,围绕重点行业开展多层次战略合作
,2018年,升腾资讯桌面云2.0成功中标3.4亿元史上最大项目;在互联网、运营商领域战略合作进入一步深入,每年为华为供应超十万台云终端,占华为桌面云90%以上产品份额;与新华三合作首年产出即突破10000台;升腾威讯云以第一名成绩先后中标中国移动、中国电信2018年度云终端集采项目。升腾资讯以高度整合的解决方案,深度融合行业应用,开创金融行业新生态。
2018年,星网视易在经营性KTV市场继续保持超过60%的市场份额,连续第十一年排名行业榜首。K米获得由腾讯音乐与美团点评领投1.2亿B轮融资,将能够依托两大巨头平台的良好资源基础,打造更优质KTV流量生态。截止2018年底,K米APP注册用户数突破8000万,微信粉丝达4000万,智慧KTV业务覆盖4000多个KTV品牌,营业收入增长235%,成为行业独角兽。同时,在酒吧、家庭、军队、运营商、音乐教室、演艺等细分市场,视易以多样化的影音娱乐解决方案,实现各项业务全面的开花。

2018年,星网智慧携手运营商积极开拓政企市场,联合推出多款视频会议终端产品,在政府机关、能源、教育、医疗、制造等行业落地应用,累计部署会议室超过20000间;业界首推云PBX类产品,高度聚焦中小政企用户需求,进一步巩固国内领先地位。同时,正式成为中国移动物联网联盟高级会员单位,持续努力打造顶级产品池,助力加快物联网产业发展。基于融合通信领域的优异表现,星网智慧先后荣膺2018ICT风云榜“2017~2018年度中国融合通信领军企业”和“2017~2018年度视频会议突出贡献奖”两项重磅大奖,得到业界和市场的一致认可。
在国际贸易形势格外复杂的2018年,德明通讯依托领先的技术优势与良好的用户口碑,海外业务逆势高速增长;同时,以前瞻性的技术储备强化自身抵御风险能力,与资深方案与模块厂商合作,推出业内领先的低速物联网模块和低功耗物联网模块,在传统优势领域基础上,拓展了新领域,提前抢占2019年市场风口。
2018年,智慧社区深耕智能建筑大数据、人工智能等行业应用,推出业内领先的AI轻量级无线智能家居解决方案,推动智能家居产品走向轻量智能化,帮助房地产行业打破智能家居的成本壁垒,向全楼盘智能化升级。智能家居批量精装项目数量同比增幅超100%,智慧社区系统进驻全国超过1000个楼盘并稳定运行,合作碧桂园、保利地产、鲁能集团、阳光城集团、光明地产等地产龙头。星网锐捷智慧社区已成为建筑智能化领先品牌,行业地位进一步上升。

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04-02-2019, 08:15 AM.
Post: #52
RE: Fujian Star-Net Communication Co. Ltd.
Seeking advise. How to analyse this company (or other China listed companies) if one is limited in his/her Chinese.

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04-02-2019, 10:51 AM.
Post: #53
RE: Fujian Star-Net Communication Co. Ltd.
(04-02-2019, 08:15 AM)holymage Wrote: Seeking advise. How to analyse this company (or other China listed companies) if one is limited in his/her Chinese.

Hi. Wish you a very happy and prosperous chinese new year!

Regarding your question. I think it will be almost impossible to analyse because as far as I know, there are usually no English related analysis or even financial reports. Hopefully when they become more internationalise, more english materials will emerge. However, some of these companies do have English website as they attempt to break into international markets.

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10-02-2019, 09:22 PM. (This post was last modified: 10-02-2019, 09:25 PM by Barefoot.)
Post: #54
RE: Fujian Star-Net Communication Co. Ltd.
Somebody did a compilation of companies listed in China and came out with a list of 40 companies with positive net profit growth for the past 10 years. 80% of the companies have CAGR of more than 20%. Fujian Starnet is in the list, rank 24 with a 10 years CAGR of 24.4%. I do not have the time to translate the entire article into English but I think the above mentioned information suffice for the purpose of this thread.

http://stock.jrj.com.cn/hotstock/2019/01...0978.shtml

   

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07-03-2019, 04:58 PM.
Post: #55
RE: Fujian Star-Net Communication Co. Ltd.
I think I'll just give a short note about the price action and technicals even though this is suppose to be a value investing forum. The price in the last two days is starting to move up with bigger than general market percentage and with big volume. According to the technical folks, once the price move above 25, it will have great upward momentum for quite a while, 35 dollars is a reasonable target for this year. In the past months, after the broad market has put up a bottom, technology stocks in China especially those 5G concepts are on fire with one moving up 10 times in just 4 months and many moving 50% or more. Fujian Starnet is a lagger,we believe, and is only starting to response now. Moreover, it has a PE much lower than its peers.

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