Hanwei Electronics(SZ:300007)2022-12-07 08:46Group 1: Strategic Development - Hanwei Electronics aims to become a leading IoT solution provider, focusing on a complete industry chain centered around sensors, smart instruments, and industry IoT applications [1] - The strategic layout can be summarized as "2.3.4": - "2" represents two technical routes: diverse sensor technology and integrated IoT solutions - "3" signifies three product systems: sensors, instruments, and monitoring terminals - "4" indicates four application sectors: smart municipal, industrial safety, environmental monitoring, and smart home [1] Group 2: Market Opportunities - The smart water management market is projected to reach a market size of hundreds of billions, indicating significant growth potential [3] - Hanwei has established a complete system solution in smart water management, integrating core sensor technology, monitoring terminals, SCADA, GIS, and cloud platforms [3] Group 3: Investment and Mergers - Hanwei's investment and acquisition strategy focuses on achieving technological and industrial synergies to enhance core competitiveness and develop new business segments [3] - The company has invested in high-tech water supply companies to create a comprehensive smart water management platform, demonstrating positive economic effects [2] Group 4: Competitive Advantages - Compared to BAT companies, Hanwei's strengths lie in its core sensor technology and traditional hardware advantages, while BAT focuses more on consumer sectors [3] - Hanwei's industry background and experience provide a competitive edge, enabling the company to achieve industrial interconnectivity [3]