Looking to the future, with the continuous growth of market demand and the continuous expansion of the company's competitive advantage, Dongtu Technology is expected to maintain a rapid development trend.
Recently, the domestic industrial operating system leader East Earth Technology (300353) handed over 2023 and 2024 first quarter performance answer sheet, the company in 2023 from January to December to achieve revenue of 1.163 billion yuan, an increase of 5.28% over the same period last year; Net profit attributable to the owner of the parent company was 260 million yuan, an increase of nearly 12 times over the same period last year; According to the 2024 quarterly report disclosed on the same day, due to the company's optimization of revenue structure, the promotion of research and development to reduce costs, and the improvement of supply chain management capabilities, the company achieved revenue of 136 million yuan in 24Q1, and the overall gross margin increased by 4.1 percentage points to 44.74% over the same period last year.
Looking to the future, with the continuous growth of market demand and the continuous expansion of the company's competitive advantage, Dongtu Technology is expected to maintain a rapid development trend.
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Competitive barriers forming industrial Internet leading enterprises
Dongtu Technology is committed to the research of industrial network technology and intelligent control technology. After 20 years, it has independently developed AUTBUS bus technology, industrial operating system, industrial intelligent control programming platform software and other industrial Internet underlying technologies. In the industrial field, it promotes the full IP of software defined control technology and industrial network, and realizes the integration of industrialization and information technology. Has been a leader in the field of industrial Internet, the company's products are currently divided into industrial network communication, industrial operating systems and related software services, intelligent controllers and solutions.
First of all, in terms of industrial communication network, it is equivalent to the nervous system of industrial automation control system, to achieve the transmission of various information and instructions between the management layer, control layer and field equipment layer, industrial Ethernet switch as a network equipment to achieve data exchange and transmission, is the core equipment of industrial communication network.
The company entered the field of industrial Ethernet communication earlier, and occupies a leading position in domestic industrial communication manufacturers. Related industrial communication products have been widely applied and implemented in smart grid, nuclear power, wind power, energy, petrochemical, rail transit, highway, water conservancy and hydropower, defense, intelligent manufacturing and other industries.
In terms of industrial operating systems and related software services, the company's products mainly include Intewell industrial operating system, MaVIEW intelligent control tool software, industrial Internet big data service cloud platform, etc.
The Intelligent controller and solution business includes intelligent controllers used in various industrial scenarios, as well as intelligent control and industrial Internet solutions in digital factories, energy mines, engineering equipment, chemical safety production, defense and other fields.
At present, the company has built a strong competitive barrier, and the competitive advantage is continuing to expand.
First of all, in terms of technology research and development, the company has 4 provincial and ministerial level research and development centers, including 2 Beijing Enterprise Technology Center of Beijing Municipal Bureau of Economy and Information Technology, 1 Beijing Research and development institution of Beijing Science and Technology Commission, and 1 Hubei Digital Manufacturing Industry Technology Research Institute; It is responsible for one provincial and ministerial key laboratory, that is, the time-sensitive network key equipment Laboratory of the Industrial Internet Industry Alliance of the Ministry of Industry and Information Technology.
The company has created a fully autonomous controllable industrial Internet products and technology system from research and development to production, and the core products are completely designed and manufactured by the company, and the complete core technology system such as AUTBUS bus technology, TSN network, industrial operating system, industrial intelligent control programming platform software is autonomous and controllable. The company has invested in a number of chip companies to build autonomous controllable TSN chip, AUTBUS bus chip and SDR wireless baseband chip system for pan-industrial communication applications.
In 2023, six international standards of AUTBUS International standard, an ipv6-based industrial control bus standard led by the company, were officially released by IEC. The technology is the first all-IP industrial control protocol in the world, and the release of AUTBUS international standard marks the company's continuous breakthrough in the underlying control technology of the industrial Internet.
The company also promotes the application research and development of general artificial intelligence technology and Intewell industrial operating system and intelligent control tool software integration, and sets up the Industrial artificial Intelligence Research Institute to accelerate the layout of Dongtu Technology in the industrial AI field. At present, the company has developed an industry-leading industrial AI intelligent robot control system based on NewPre3102 intelligent controller, which integrates Intewell industrial operating system and MaVIEW intelligent control tool software, and embedded AI large model inference engine.
At the same time, we continue to iterate and improve Intewell industrial operating system products, release TypeI virtualization products, complete the release or iterative update of IntewellRTOS, Windows/Linux real-time extension, and TypeI/II virtualization products, and jointly innovate with customers. Develop a series of industry solutions such as energy storage EMS, distribution automation, substation, surgical robot, train and signal system control, rail transit safety cloud, CNC numerical control system and industrial robot control, and fully cover the real-time operating system needs of customers in the industrial field.
In 2023, the company applied for 239 new domestic and foreign invention patents (pieces), and added 160 new authorized domestic and foreign invention patents (pieces). As of December 31, 2023, a total of 1790 domestic and foreign invention patents have been applied for, and 887 domestic and foreign authorized invention patents have been obtained.
Based on the complete industrial Internet underlying technology system, the company provides industrial network and control integrated products and technical services for customers in defense, rail transportation, power, clean energy, intelligent manufacturing, intelligent construction and other industries, to meet the needs of multi-level and multi-category products in industrial scenarios.
Since being identified as a national manufacturing individual champion demonstration enterprise by the Ministry of Industry and Information Technology in 2019, the company has been approved by the national manufacturing individual Champion Enterprise review in June 2023, and continues to occupy a leading position in the field of industrial communication and control in China.
