能被高龄等机构密集调研是什么公司这么有吸引力，对机构来说，调研是决策的前提。能够被频繁调研，更说明了公司的潜力。
今年刚开始，高瓴资本就调研了几家公司开年调研的第一家公司。你们知道是谁吗？就是海康威视，那么是什么吸引了高龄等各大机构呢？
海康威视大家都不陌生，它是国内安防的龙头，但是大家可能不知道，经过这么多年的发展和积累，它已经不只是做安防。从二零一五年开始，公司逐步拓展了八个创新业务。
涉及智能家居、物联网、机器人、汽车智能化等等。如今海康威视的软件增加值占收入比例已经达到百分之三十二点三一，收入结构由原来单一的安防变得越来越多元。
这其中做智能家居产品和物联网平台的营收网络成效最显著。从二零一五年成立到二零一九年，营收就已经达到了二十五点九二亿元。
并且盈利能力迅速增强，净利润达到二点六亿元。截至二零二零年九月末，全球萤石物联云平台i o t 接入设备约九千五百万台。
平台注册用户超过六千七百万，月活跃用户超过两千六百万，并且现在银时还要更进一步独立上市，这对海康威视来说是一个新的起点。
传统安防业务集中度不断提升，新业务多点开花，这就是海康威视吸引机构的地方。从月初到现在，海康又涨了快百分之五十。
除了海沧，高领资本刚刚还调研了几家公司，其中一家公司是做机器视觉设备，技术壁垒很高。目前公司已经成为苹果、小米等品牌的重要供应商。
另外，公司的高端三d 检测设备刚刚实现量产，打破了国外垄断，接下来产品有望实现进口替代迅速放量。高领近期去调研估计也是看到了公司广阔的发展。
What company is so attractive to be intensively investigated by institutions such as senior citizens? For institutions, research is a prerequisite for decision-making. Being able to be investigated frequently also illustrates the company's potential.
At the beginning of this year, Hillhouse Capital investigated the first company that several companies surveyed at the beginning of the year. Do you know who it is? It is Hikvision, so what attracts senior citizens and other major institutions?
Hikvision is familiar to everyone. It is the leader in domestic security, but you may not know that after so many years of development and accumulation, it is no longer just for security. Since 2015, the company has gradually expanded eight innovative businesses.
Involving smart home, Internet of Things, robots, car intelligence, etc. Today, Hikvision’s software added value accounts for 32.31% of its revenue, and its revenue structure has changed from a single security to more and more diversified.
Among them, the revenue network of smart home products and IoT platforms has the most significant effect. From its establishment in 2015 to 2019, revenue has reached 2.592 billion yuan.
And profitability has rapidly increased, with net profit reaching 260 million yuan. As of the end of September 2020, there were approximately 95 million access devices on the global fluorite IoT cloud platform i o t.
The platform has more than 67 million registered users and more than 26 million monthly active users. In addition, Yinshi has to go further and go public independently. This is a new starting point for Hikvision.
The concentration of traditional security business continues to increase, and new businesses are blooming. This is where Hikvision attracts institutions. From the beginning of the month to the present, Haikang has risen by nearly 50%.
In addition to Haicang, Gaoling Capital has just investigated several companies, one of which is a machine vision equipment company with high technical barriers. At present, the company has become an important supplier of brands such as Apple and Xiaomi.
In addition, the company's high-end three-d testing equipment has just achieved mass production, breaking the foreign monopoly, and the following products are expected to achieve rapid import substitution. It is estimated that Gaoling recently went to survey and saw the company's broad development.