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智慧零售领域全球领先,汉朔科技上半年营业收入19.74亿元

Core Viewpoint - The article highlights the robust performance of Hanshuo Technology amidst a complex global economic environment, emphasizing its strong market position and growth potential in the digital retail sector driven by technological advancements and increasing demand for digital solutions [1][3][6]. Financial Performance - In the first half of the year, Hanshuo Technology achieved a revenue of 1.974 billion yuan and a net profit attributable to shareholders of 222 million yuan, with a net profit of 287 million yuan after deducting non-recurring gains and losses [1]. Industry Trends - The global retail industry is experiencing a digital transformation, with increasing demand for digital solutions driven by the integration of IoT and AI technologies [2]. - The shift from traditional hardware to AIoT smart terminals is evident, with products like electronic price tags and smart shopping carts becoming essential for operational efficiency and cost reduction [2]. Market Opportunities - The global electronic shelf label (ESL) market is projected to see significant growth, with a forecasted shipment of 248 million ESL modules in the first half of 2025, representing a 56% year-on-year increase [3]. - North America is witnessing a surge in demand for electronic price tags, particularly driven by Walmart's initiatives, indicating a growing market potential [4]. Competitive Advantage - Hanshuo Technology ranks second among global listed companies in terms of revenue from retail digital solutions, establishing a strong competitive edge in the industry [3]. - The company has developed a proprietary technology system based on high-performance IoT wireless communication protocols, enhancing its product offerings beyond simple price labeling to comprehensive digital retail solutions [3][6]. Global Expansion - The company is actively expanding its global footprint, particularly in North America, Europe, and Central Asia, to capitalize on the growing demand for digital retail solutions [5]. - Hanshuo Technology has established a robust sales and service network across major markets, aiming to support over 500 clients in more than 70 countries by 2024 [5]. Innovation and Product Development - Continuous investment in R&D, exceeding 90 million yuan in the first half of 2025, is driving product innovation and the development of AIoT solutions [6]. - The company plans to enhance its electronic price tag products and integrate various digital functions to improve retail operations and efficiency [6][7]. Sustainability Initiatives - Hanshuo Technology is focusing on digital energy management solutions to assist retailers in achieving cost savings and sustainability goals, including energy-efficient systems for lighting, refrigeration, and heating [7]. - The company aims to leverage partnerships in the energy sector to explore innovative models for integrated energy solutions in retail environments [7].