Transfer from: Prospective Industry Research Institute

major listed companies in the energy internet of things industry: trinax (688599); Easy Special (Rights Protection)(300376); Weisheng Information (688100); Guodian Nanrui (600406); Lin Yang Energy (601222); Hengtong Optoelectronics (600487); Guowang Xintong (600131), etc.

Core data of this article: revenue scale of listed companies; gross profit margin of listed companies; product layout of listed companies

1. Summary of listed companies in the energy Internet of Things industry

The industrial chain of the energy Internet of Things industry is mainly divided into four aspects: network layer, perception layer, platform layer and application layer. Among them, the energy Internet of Things platform and application layer mainly include listed companies such as Trine Solar Energy, Ease, Weisheng Information, Linyang Energy and Guodian Nanrui. The main listed companies upstream and downstream of the energy IoT industry chain are summarized as follows:

2. Comparison of Business Layout of Listed Companies in Energy Internet of Things Industry

from the main layout areas of energy internet of things enterprises, China mobile and China Unicom, listed companies in the network layer, mainly provide communication network services. Enterprises in the perception layer mainly distribute products such as electronic tags and sensors. However, listed companies in the platform and application layer mainly provide equipment such as smart meters, solutions such as smart grids and smart transmission lines, and management systems such as energy management platforms, kelu Electronics, Guodian Nanrui and other enterprises accounted for a relatively high, more than 70%, the rest of the company did not exceed 50%.

3. Comparison of Energy Internet of Things Business Performance of Listed Companies in Energy Internet of Things Industry

among the major companies in the platform layer and application layer, Guodian Nanrui, Hengtong optoelectronics and other enterprises have a large revenue scale in the field of energy internet of things, with Guodian Nanrui's energy internet of things business revenue reaching 20.914 billion yuan, with a gross profit margin of 29.26. Weisheng Information, HKUST Smart Energy Internet of Things business gross margin is higher, more than 30%. From the business layout, the layout of smart grid solutions more enterprises. From the point of view of the distribution of sales channels, there are more enterprises developing together at home and abroad.

4. Comparison of Business Planning of Listed Companies in Industry

Most of the listed companies in the industry have certain development plans for the business in the field of energy Internet of Things, including promoting the application of Internet of Things technology in the energy field, accelerating technology iteration, broadening the application scenarios of energy Internet of Things solutions, and expanding foreign markets. A summary of the major listed companies' energy IoT business plans is as follows:

For more research and analysis of this industry, please refer to the "China Energy Internet of Things Industry Market Outlook and Investment Strategic Planning Analysis Report" by the Foresight Industry Research Institute.

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