On March 28, Beijing Dinghan Technology Group Co.Ltd(300011) ( Beijing Dinghan Technology Group Co.Ltd(300011) ) issued the annual report for 2021. The report shows that in 2021, the overall operation of the company remained stable, with an operating revenue of 1.382 billion yuan, a year-on-year increase of 13.28%, and a net profit attributable to shareholders of listed companies of 19.296 million yuan, a year-on-year increase of 104.24%, turning losses into profits. Facing the severe challenges brought by the macroeconomic environment, the company focused on customer needs, maintained the competitive advantage of traditional products, increased the large-scale expansion of new products, orderly delivery of orders on hand, and achieved benign growth of performance. By the end of 2021, the company had placed 1.823 billion yuan of orders on hand, and won 1.516 billion yuan in 2021.
At the beginning of 2021, Beijing Dinghan Technology Group Co.Ltd(300011) completed the mixed ownership reform, Guangzhou Municipal People’s government became the actual controller of the company, and the company officially became a state-controlled listed company. In terms of operation, it realized the standardized management of state-owned enterprises and the flexible and efficient coexistence of private enterprises, and promoted the company to enter a new stage of development. On this basis, the company’s three business segments of rail transit ground electrical equipment, rail transit vehicle electrical equipment and rail transit intelligent solutions go hand in hand, with remarkable achievements in new product development, new technology integration and new business expansion.
vehicle electrical equipment solution, the cumulative winning amount of strategic new products exceeds 100 million yuan
In 2021, the medium / high frequency converter auxiliary power supply of 220KVA + 30kW metro train equipped by Guangding, the company’s strategic product, successfully passed the relevant expert review organized by the technical equipment professional committee of China Urban Rail Transit Association, and has completed the assessment of “50000 km passenger operation”, and all indicators have reached the design objectives. In July 2021, the product achieved the first major order breakthrough and won the bid of “Chongqing line 4 phase II auxiliary system bidding” project, with a bid winning amount of 511998 million yuan (including tax). In addition, Guangding equipment has successfully obtained the qualification of on-board auxiliary converter supplier from several major main engine manufacturers in China. While based on the Guangzhou market, it has actively explored the markets of other cities. At present, it has achieved application performance in Chongqing, Shenzhen, Lijiang and other cities. The cumulative winning amount in China has exceeded 100 million yuan, laying the foundation for large-scale expansion in the future.
In terms of vehicle air conditioning system, Guangzhou Dinghan completed the development, loading and commissioning of natural refrigerant (CO2 refrigerant) air conditioning for urban rail vehicles on a new generation of municipal type a train with a speed of 160km per hour based on 5g vehicle communication, and won the “excellent project award of the third China Urban rail transit science and technology innovation and entrepreneurship competition”.
In terms of vehicle special cables, with the increasing number of high-speed railways and bullet trains in China and entering the maintenance and replacement period one after another, Wuhu Dinghan focuses on the huge vehicle maintenance market and successfully won CRH5, CRH3, crh380, HXD3 and other vehicle maintenance projects in 2021; At the same time, it focused on developing the urban rail market and successfully won the bid for many urban subway projects such as Fuzhou, Dalian and Shenyang, so as to realize the batch application of cable products on new automatic driving / driverless B-type subway vehicles.
ground electrical equipment solution: winning the bid for multi platform door project
In 2021, the company won the bid for the outsourcing maintenance service project of platform door of Guiyang Rail Transit Line 1, with a bid winning amount of 11.45 million yuan. This project is the company’s first maintenance project of platform door of the whole subway line. At present, the maintenance work has been started according to the contract; In June 2021, the platform door system of the company’s Chengdu Tianfu International Airport APM project was officially put into operation, which was the successful delivery of the company’s first driverless and flexible train marshalling and other special application projects; At the end of 2021, the platform door equipment procurement project of Beijing Rail Transit Line 19 phase I signed by the company was successfully delivered and officially put into operation.
The company has carried out the development of a new generation of signal power supply modules and systems, which have been gradually used in various road bureaus and subway cities. The new product functions such as health management, intelligent operation and maintenance, fire early warning and so on have been gradually put into use and recognized by the majority of customers. The CE certification of signal power supply products has been completed, which not only improves the control quality of the company’s R & D process, but also helps to strengthen the overseas market expansion of products. In addition, the company can develop and install multi station models to meet the needs of the railway market; Participate in the joint development of intelligent operation and maintenance scientific research projects, provide data acquisition and data transmission schemes of platform door control system, provide support for fault prediction and equipment health management, and adapt to higher reliability requirements of rail transit and future application scenarios of intelligent operation and maintenance.
intelligent solution: strong performance growth driven by technical advantages
Since 2021, the company has been working in the “intelligent” field of rail transit in an orderly manner. Relying on the industrial competitive advantages of image recognition, speech recognition and big data technology, the company has promoted the strong growth of the company’s intelligent solution, which has achieved an operating revenue of 292 million yuan, a year-on-year increase of 98.41%; The gross profit margin was 49.93%, a year-on-year increase of 13.15 percentage points.
The company has completed the research and development of 10 new intelligent identification points of high-definition intelligent detection system for truck loading status, and released the latest hdv7 with new functions such as overrun, area array and temperature measurement Version 0 client, which has been deployed and used in most sites; Adjust the algorithm of the entry recognition function of the standardized intelligent analysis system of duty and ride, increase the sample training and verification, and further improve the recognition rate; “Qihui Qianyu” speech recognition system won the third place in the international challenge team and is in an international leading position; The 3D detection function of trackside vehicle integrated intelligent detection system was upgraded, and the fault prediction and health management system was launched, which further improved the application reliability of the product. The system won the second prize of 2021 Beijing Centergate Technologies (Holding) Co.Ltd(000931) Rail Transit International Innovation and entrepreneurship competition, and was rated as “video monitoring system demonstration project” by Beijing Centergate Technologies (Holding) Co.Ltd(000931) rail transit video and safety industry technology alliance.
In 2021, the company launched the intelligent comprehensive detection system of network rail tunnel, combined with the detection data and abnormal data of pantograph catenary, track, tunnel and other subsystems for data correlation analysis and data fusion analysis, so as to realize the intelligent operation and maintenance management system from “periodic repair” to “state repair”; The intelligent safety protection system for railway level crossings is launched, which provides a set of effective management system for freight yard level crossings to minimize crossing accidents and avoid railway traffic interruption, vehicle damage and casualties.
lead the systematic innovation of rail transit comprehensive equipment and explore new opportunities in the field of new energy
Under the background of green transportation, China’s rail transit industry is entering a stable development stage. With the increasingly close relationship between central cities and surrounding areas, the pattern of “Central City Metropolitan Area Urban Agglomeration” is leading and driving the development of regional economy. At the same time, China’s urban rail transit is also moving towards “intelligence”. With the rapid popularization and application of big data, artificial intelligence and other technologies, the growth space of urban rail transit will be further “expanded”.
At present, Beijing Dinghan Technology Group Co.Ltd(300011) not only innovates in many subdivided fields such as vehicle electrical, ground electrical and intelligent operation and maintenance services, but also continues to provide more comprehensive comprehensive solutions in multi equipment systematic innovation, so as to reduce the comprehensive cost of ownership of industry customers and improve safety guarantee.
In the future, Beijing Dinghan Technology Group Co.Ltd(300011) will continue to improve the level of core and key technologies of products by continuously exploring the path of R & D and innovation with the goal of helping “traffic power”, the guidance of industrial policies and the guidance of green, low-carbon and sustainable development; At the same time, focus on the deep-seated needs of industry users, actively study the development trend of new energy and clean energy, and explore emerging market opportunities such as multi application scenario energy storage equipment and lightweight high-power inverter technology in the field of new energy.
