Core Viewpoint - The article emphasizes the role of 光速光合 in fostering innovation and sustainable development through investments in technology companies like 汉朔科技, which specializes in digital solutions for retail [1][2]. Investment Philosophy - 光速光合's investment philosophy is centered around "thinking, focusing, exploring, and innovating," aiming to find opportunities that align with the responsibilities of the current era [2]. 汉朔科技 Overview - 汉朔科技 has developed a comprehensive business system centered on electronic price tags and SaaS cloud platform services, achieving a revenue of 4.486 billion yuan and a net profit of 710 million yuan in 2024 [3]. - The company has established a strong industry position, holding approximately 28% of the global electronic price tag market share and 62% in the domestic market, making it a leader in China's electronic price tag industry [5]. Market Entry and Growth - 汉朔科技 officially listed on the Shenzhen Stock Exchange, becoming the first stock in the A-share market focused on comprehensive digital solutions for retail stores [4]. - The company has been expanding its global footprint since 2014, forming strategic partnerships with major retailers worldwide, including Auchan, Ahold, and Aldi [16]. Technological Advantages - 汉朔科技's electronic price tags offer advantages over traditional paper tags, such as real-time updates, energy efficiency, and ease of management [11]. - The company has developed its own wireless communication protocol, HiLPC, which supports high concurrency and stability, allowing for efficient management of numerous electronic price tags in retail environments [12][13]. Future Directions - 汉朔科技 is exploring the integration of new energy solutions and digital energy management systems into its service offerings, aiming to enhance its product ecosystem [18]. - The company is also looking to extend its core capabilities into various sectors, including smart offices, intelligent manufacturing, and logistics, demonstrating its adaptability and innovation potential [18].
一个逛超市的灵感，投出44亿营收巨头！光速光合助力汉朔科技引领零售数字化新纪元丨光合说