In view of this, Sina Finance launched the "Keke" company selection in China, trying to screen out the listed companies with the most scientific and technological strength in China. The selection of scientific and technological innovation strength will be comprehensively ranked from three dimensions: innovation input, innovation output and innovation structure. Among them, innovation investment mainly refers to the company's R&D investment and employee education funds; Innovation output mainly refers to the company's profit and income output; Innovation structure mainly refers to the company's technical structure and talent structure, such as the proportion of core patented technology and R&D personnel. In these three dimensions, according to Shen Yin's international industrial classification, the scientific and technological strength of the companies affiliated to "communication and transmission equipment industry" in Shanghai and Shenzhen stock markets was evaluated, and finally the ranking of "Top Ten Communication and Transmission Equipment Industry in 20 18" was obtained.
ZTE's R&D expenditure topped the list, but its R&D investment decreased 15.86% year-on-year.
According to wind's statistics, ZTE, Fiberhome Communications and Hengtong Optoelectronics are the top three communication transmission equipment in Shanghai and Shenzhen, with R&D expenditures of 65.438+0.0906 billion yuan, 2.54 billion yuan and 65.438+0.354 billion yuan respectively. However, it should be pointed out that although ZTE ranked first in R&D expenditure in 20/KOOC-0/8, its R&D investment in 20/KOOC-0/8 decreased by/KOOC-0/5.86% compared with that in 20/KOOC-0/7. In 20 17 years, ZTE's R&D expenditure was129.62 million yuan. At the same time, although the total R&D investment of Hengtong Optoelectronics is relatively high, it is relatively low in the top ten list in terms of the proportion of R&D expenditure and operating income. In the list of "20 18 Top Ten Communication Transmission Equipment Industry", Hengtong Optoelectronics' R&D expenditure and operating income accounted for only 4%, only higher than Zhongtian Technology, not the lowest in the list.
ZTE's performance has been greatly improved after the lifting of the ban.
ZTE's main business is mainly divided into carrier network, consumer business and government and enterprise business. In 20 18, the overall revenue was 85.5 billion yuan, down 2 1.4 1% year-on-year. In terms of business segment, the revenue of operator segment was 57 1 100 million yuan, down10.55438+0% year-on-year; The income from government and enterprise business was 9.2 billion yuan, down 6.13% year-on-year; Consumer business was 654.38+092 billion yuan, a year-on-year decrease of 45.43%. The loss in 20 18 was 6.949 billion yuan, which was due to the business stagnation caused by sanctions of 65.438 billion dollars and embargo during April-June of 20 18.
After the embargo was lifted, ZTE's performance quickly recovered. The company lifted the ban in July 20 18, and began to return to profit in July 2018. 2019 q1July, the company achieved an operating income of 22.202 billion yuan, although it decreased by 19.34% year-on-year, but the net profit attributable to ordinary shareholders of listed companies was 863 million yuan, an increase of 65,438 year-on-year.
At the same time, the semi-annual performance forecast of 20 19 shows that ZTE expects the net profit attributable to ordinary shareholders of listed companies in 20 19 to be/kloc-0.8 billion yuan.
ZTE's business "Let a Hundred Flowers Bloom"
According to soochow securities's statistics, the company's wireless, wired, terminal services, 5G applications and other businesses are "in full bloom".
In terms of wireless, technology continues to achieve breakthroughs, leading the commercial contract industry: 5G key technology Massive MIMO leads the commercial practice industry; NFV has more than 420 commercial and PoC cases around the world; 5G end-to-end commercial products and solutions, full range of NR products to achieve full frequency band, full scene coverage; Co-core realizes full integration of 2/3/4/5G/ fixed full access, and supports simultaneous SA and NSA; Self-developed serialized AI engine, supporting 5G full scene intelligence; More than 320 LTE/EPC commercial contracts have been obtained worldwide, and the cumulative delivery share of global 4G base stations is close to 20%.
In terms of optical cable, the competitiveness in the fields of 5G bearer, optical communication and optical access has been continuously improved: 5G bearer has completed more than 20 experimental bureaus and tests, and the core technical indicators and trial commercial progress have remained ahead of the industry; TITAN, the flagship of optical access, ranks first in the industry in terms of capacity and integration. Its innovative architecture supports fixed mobile convergence and embedded edge computing, which is widely used in China, Italy and Japan. The transmission performance of optical network products is leading. In the wavelength division single carrier 400G test, the record of 400G ultra-long land high-speed transmission distance was refreshed.
Terminal business, focusing on key customers and key markets, taking the lead in completing the 5G terminal test: At present, it has taken the lead in completing the 5G end-to-end communication of the three major domestic operators, and conducted 5G terminal tests in Canada, Australia, Spain, Austria, Italy, Finland and other countries; Join hands with China Unicom (6.230, -0.04, -0.64%), Finnish Elisa, Austrian Hutchison and other operator partners to release the first 5G flagship ZTE Axon 10 Pro 5G version at MWC20 19 to realize the leading commercialization of 5G mobile phones; Serialized 5G terminal products such as 5G indoor and outdoor CPE will also land in major countries around the world; Blade V 10 is listed in China and key countries.
In the application field of 5G industry, we focus on the frontier of technology and work closely with our partners: in the fields of intelligent manufacturing, car networking, new media, smart grid, smart port, smart airport, environmental protection, tourism, medical care, etc., we will carry out research and exploration, demonstration construction and business incubation of "5G+" industry empowerment, and help the digital transformation of vertical industries in the 5G era. Signed a strategic cooperation agreement with Sany Heavy Industry (13. 180, 0.05, 0.38%) to explore the deep integration of 5G and industry; Join hands with Tianjin Unicom to build the world's first 5G &；; MEC intelligent port application demonstration; Signed a strategic cooperation agreement with Nanjing Lukou Airport Airport Technology to jointly build a 5G smart airport; Cooperate with China Telecom to build a pilot project in Xiong 'an's 5G application field, including unmanned driving, intelligent security, intelligent water control in Baiyangdian, panoramic VR HD live broadcast, 16 HD video live broadcast, and 4K HD video conference in Shuangcheng, etc.
China Science and Technology Company Selection is an annual selection sponsored by Sina Finance, with academic services provided by the Research Center of Listed Companies of China Academy of Social Sciences and data support provided by China National Intellectual Property Administration Big Data Industry Application Research Base. Through multi-dimensional evaluation of the scientific research strength of A-share listed companies, the most scientific and technological listed companies in China are obtained.
The final list will be announced at the summit of Sina China Branch on July 16. At that time, Sina Finance will release two major reports: 20 18 Research Report on the Scientific Research Value of Listed Companies in China and Panoramic Insight Report on Science and Technology Enterprises in China. Prior to this, Sina Finance will gradually launch a multi-dimensional sub-list to help investors understand the real "technology" content of listed companies and pay tribute to the scientific and technological forces in the market!