Interpretation of 2022 Inform Storage Annual Report

Xyoo 2022 yog xyoo thib ob ntawm txoj kev npaj ob npaug peb xyoos rau kev khaws cia ntawm Inform, thiab nws yog xyoo txuas ntxiv. Xyoo no, kev lag luam khoom siv tseem ceeb txuas ntxiv mus kom muaj kev loj hlob ruaj khov, kev lag luam kev sib koom ua ke hauv tsev thiab txawv teb chaws txuas ntxiv mus tsim thiab loj hlob, thiab kev ua lag luam txuas ntxiv mus kom muaj kev loj hlob sai.

1. Cov Lus Qhia Txog Daim Ntawv Qhia Txhua Xyoo
Thaum lub sijhawm tshaj tawm, lub tuam txhab kev ua haujlwm tau mus txog qhov siab tshaj plaws hauv keeb kwm, nrog rau cov nyiaj tau los ntawm1.541 billion yuan, nce ntxiv ntawm 52.75%piv rau lub sijhawm tib yam xyoo tas los, thiab tswj hwm tus nqi loj hlob ntawm ntau dua50%rau ob xyoos sib law liag. Cov nyiaj tau los ntawm cov tswv cuab ntawm lub tuam txhab teev npe yog133 lab yuan, nce ntxiv ntawm 5.13%piv rau lub sijhawm tib yam xyoo tas los; Cov nyiaj tau los ntawm cov tswv cuab ntawm lub tuam txhab teev npe tom qab rho tawm cov nyiaj tau los thiab kev poob uas tsis rov tshwm sim yog114 lab yuan, nce ntxiv ntawm 34.07%piv rau lub sijhawm tib yam xyoo tas los. Cov xaj tshiab tau kos npe muaj kwv yees li2.461 billion yuan, nce ntxiv ntawm 36.72%piv rau xyoo tas los, feem ntau yog los ntawm cov lag luam xws li lub zog tshiab, cov khoom noj khoom haus txias, kev lag luam ntawv, semiconductors, high-tech ceramics, cov ntaub ntawv tshiab, thiab kev lag luam e-lag luam hla ciam teb.

2. Cov ntaub ntawv lag luam

- 1.541 billion yuan&kev nce ntawm 52.75%
-132.6 lab yuan&kev nce ntawm 5.13%
-113.7 lab yuan&kev nce ntawm 34.07%
- Kuvnce los ntawm 5.13%&0.4507
-3.039 billion yuan&kev nce ntawm 12.24%
-1.261 billion yuan&kev nce ntawm 9.86%

Xyoo 2022, cov nyiaj tau los ntawm kev ua haujlwm yog1.541 billion yuan,ib xyoos ib zaugkev nce ntawm 52.75%(1.009 billion yuan)
Cov nyiaj tau los ntawm cov tswv cuab yog132.6 lab yuan, ib xyoos dhau ib xyoosnce ntawm 5.13%(126.1 lab yuan)
Cov nyiaj tau los ntawm cov tswv cuab ntawm lub tuam txhab teev npe yog113.7 lab yuan, ib xyoos dhau ib xyoosnce ntxiv ntawm 34.07%(84.9 lab yuan)
Cov nyiaj tau los yooj yim ib feemnce ntxiv 5.13%xyoo rau xyoo ntawm0.4507 (0.4287)
Tag nrho cov cuab tam ntawm3.039 billion yuan, ib xyoos dhau ib xyoosnce ntxiv ntawm 12.24%(2.708 billion yuan)
Cov cuab tam ntawm1.261 billion yuan, ib xyoos dhau ib xyooskev nce ntawm 9.86%(1.149 billion yuan)

3. Txoj kev npaj ua lag luam
1) Tsom ntsoov rau cov lag luam tseem ceeb thiab ua tiav kev loj hlob ntawm kev ua tau zoo
Cov xaj tshiab uas tau kos npe rau muaj kwv yees li ntawm2.461 billion yuan, ib tugnce ntxiv ntawm 36.72%piv rau xyoo tas los, feem ntau yog los ntawm kev lag luam xws li lub zog tshiab, cov khoom noj khoom haus txias, textiles, semiconductors, high-tech ceramics, cov ntaub ntawv tshiab, thiab kev lag luam e-lag luam hla ciam teb.

Kev lag luam zog tshiab
Qhov ntim ntawm qhov kev txiav tximnce ntxiv 147%txhua xyoo, pabcuam cov neeg siv khoom hauv tebchaws xws li CATL, BYD, SINOMATECH, BTR, SUNTECH, HINABATTERY, nrog rau cov neeg siv khoom txawv teb chaws xws li Kyocera thiab Automotive Cells Company (ACC).

Kev lag luam saw hlau txias
Qhov ntim ntawm kev txiav tximnce ntxiv 71.00%txhua xyoo; Cov haujlwm tshiab rau cov khoom noj tshiab thiab cov khoom khaws cia txias ua ntej, xws li Jingdezhen Central Kitchen thiab Vanke Cold Chain Fuheng Logistics Park; Cov haujlwm ua haujlwm thiab txij nkawm ntawm cov saw hlau txias xws li Yihai Jiali thiab Xiasha Cold Chain.

Kev lag luam e-lag luam
Tus nqi xaj yog kwv yees li248 lab yuan, ib xyoos dhau ib xyoosnce ntxiv ntawm 213.15%Ntawm lawv, qhov ntim khoom lag luam hauv tsev e-lag luamnce ntxiv 23.86%txhua xyoo, thiab qhov ntim ntawm kev txiav txim lag luam e-commerce hla ciam tebnce ntxiv los ntawm 461.26%txhua xyoo. Cov neeg siv khoom tseem ceeb suav nrog SHEIN, CDF, JD, thiab lwm yam.

Kev lag luam tsim khoom ntawv
Tus nqi xaj yog363 lab yuan, ib xyoos dhau ib xyoosnce ntxiv ntawm 336.07%.
Kev lag luam ntaub
Tus nqi xaj yog135 lab yuan, ib xyoos dhau ib xyoosnce ntawm 424.48%.

2) Cov chaw tsim khoom ntse ntse tau tsaws zuj zus, thiab lub peev xwm tsim khoom tshiab maj mam tso tawm
AnhuiQhiaHoobkastau qhia txog MES txoj kev tswj hwm cov txheej txheem tsim khoom, ua tiav kev tswj hwm digital thiab pom ntawm cov txheej txheem tsim khoom, thiab nce peev xwm tsim khoom los ntawm15%.

JiangxiQhiaHoobkastuaj yeem ua tiav lub peev xwm tsim khoom ntawm 1000 pawg ntawm stacker cranes ib xyoos thaum pib tsim khoom, thiab muaj peev xwm tsim khoom ntawm 2000 pawg ntawm stacker cranes ib xyoos thaum tsim khoom tag nrho.

Cov khoom siv ntawmThaib tebQhialub Hoobkastau ua tiav lawm thiab kev tsim khoom yuav los txog sai sai no.

Lub tuam txhab muaj peev xwm tsim khoom loj rau peb hom khoom:cov txee, cov tsheb thauj neeg, thiablub tshuab stackerlub cranes, thiab lub peev xwm tsim khoom maj mam raug tso tawm.

3)Ua raws li kev tsim kho tshiab hauv kev siv tshuab thiab nkag mus rau hauv thaj chaw semiconductor
ROBOTECH, ib lub tuam txhab me ntawm lub tuam txhab, tau kov yeej ntau yam teeb meem kev siv tshuab thiab muab cov kev daws teeb meem logistics automation tshiab thiab zoo tshaj plaws rau kev lag luam semiconductor hauv kev tsim khoom thiab tsim cov silicon wafers loj rau cov integrated circuits, ua tau raws li cov neeg siv khoom xav tau kom ua tiav cov khoom siv wafer uas tsis muaj kuab paug thiab nrhiav tau lub sijhawm tiag tiag thoob plaws hauv tag nrho cov txheej txheem. Qhov no yog ib qho kev vam meej zoo hauv kev khaws cia semiconductor wafer thiab tseem yog lub tuam txhab nkag mus rau hauv thaj chaw semiconductor, txhawb nqa cov tuam txhab semiconductor nrog cov kev daws teeb meem logistics automation ntse.

4)Siv lub siab ntawm kev ua tes ua taw los tsim cov haujlwm ntsuas kev siv tshuab hauv tsev thiab thoob ntiaj teb
Qhov project Huangshi Intelligent Warehouse ntawm State Grid Corporation ntawm Tuam Tshoj tau ua tiav zoo, nrog rau thaj chaw ua haujlwm tseem ceeb ntawm kwv yees li ntawm5000 square metersTag nrho qhov project txais yuav qhov kev daws teeb meem ntawm "plaub txoj kevxov tooj cualub tshuab thauj neeg+plaub txoj kevntau yamlub tsheb thauj neeg lub kaw lus+AGV system+WMS+WCS+Eagle Eye 3D visualization platform system". Peb tau ua tiav kev pom kev, kev siv digital, thiab kev ua haujlwm ntse thiab kev tswj hwm ntawm lub kaw lus khaws khoom. Piv rau kev khaws khoom ib txwm, peb tau txo thaj chaw khaws khoom los ntawm2500 square meters, txo cov nqi xauj tsev los ntawm50%, nce tag nrho cov peev xwm khoom muag los ntawm1.6 zaug, thiab txhim kho kev ua haujlwm zoo dua los ntawm2.2 zaug.

Lub phiaj xwm ntawm Kyocera Group Nyiv, ib qho ntawm Fortune500 lub tuam txhab, tau tsim los ntawm Kazuo Inamori, ib tug ntawm "Plaub Tug Neeg Dawb Huv ntawm Kev Lag Luam" hauv Nyiv Pooj. ROBOTECH muab lub kaw lus cia khoom tsis siv neeg rau nws lub Hoobkas roj teeb cia khoom hnub ci + lub zog hauv Osaka, Nyiv Pooj, ua tiav kev ua haujlwm tsis siv neeg, kev siv digital, thiab kev tswj hwm ntse ntawm tag nrho cov txheej txheem tsim khoom thiab khaws cia, pab daws cov teeb meem xws li tus nqi siab, kev ua haujlwm tsis zoo, ntau yam txheej txheem, thiab kev tswj hwm cov khoom siv nyuaj, txo cov nqi thiab nce kev ua haujlwm zoo, thiab ua tiav kev sib txuas thiab kev koom tes zoo ntawm cov kab ntau lawm thiab cov khoom siv.

5)Kev hloov kho txoj kev tswj hwm kom txhim kho cov qauv kev tswj hwm rau kev nthuav dav lag luam
Txhim kho cov qauv kev teeb tsa ntawm lub koom haum: Tsim kom muaj cov qauv kev teeb tsa ntawm ib lub chaw thiab peb chav ua lag luam ntawm Pawg Neeg Qhia, uas yog Chaw Tswj Xyuas Kev Lag Luam, Chav Ua Lag Luam Automation, Chav Ua Lag Luam Stacker crane, thiab Chav Ua Lag Luam Racking.

6)Kev tsim kho tshiab hauv kev siv tshuab, pab txhawb kev hloov kho tshiab thiab rov ua dua ntawm theem kev txawj ntse
Lub tuam txhab tau siv cov thev naus laus zis siab heev xws li digital twin, data middle platform, 5G kev sib txuas lus, kev txawj ntse cuav, Industrial Internet, thiab tau tsim lub digital twin platform uas sib xyaw ua ke kev txawj ntse cuav, kev suav ntug, cov ntaub ntawv loj, kev lag luam 5G, thiab kev siv tshuab pom.

7) Kev tsim cov txuj ci tshwj xeeb los muab lub zog tsav tsheb rau kev txhim kho kom ruaj khov
Ua kom zoo dua txoj kev cob qhia cov neeg muaj peev xwm, txhawb kev cob qhia cov neeg muaj peev xwm thiab kev tsim kho qib siab, ua kev cob qhia ntawm txhua qib kom zoo, ua kom sai dua kev qhia cov neeg muaj peev xwm siv thev naus laus zis siab, thiab txhawb nqa lub tuam txhab txoj kev txhim kho siab dua.

8)Txhawb kom muaj zog rau kev lag luam thiab kev tsim kho lub tshuab ua lag luam
Lub hom lag luam Inform thiab lub hom lag luam ROBOTECH tau yeej ntau lub npe zoo, suav nrog "Lub Tuam Txhab Lag Luam Logistics Zoo Tshaj Plaws", "Lub Hom Lag Luam Pom Zoo rau Cov Khoom Siv Technology Logistics", "Qhov Khoom Plig Technology Frontier rau Kev Lag Luam Logistics Txawj Ntse", "Qhov Khoom Plig Kev Tsim Kho Tshiab Technology Khoom rau Kev Lag Luam Logistics Txawj Ntse", thiab "Qhov Khoom Plig Hom Lag Luam rau Lub Zog ntawm Kev Lag Luam Logistics Txawj Ntse".

Inform Storage tau raug lees paub tias yog ib lub tuam txhab "tshwj xeeb, ua kom zoo, thiab tsim kho tshiab" hauv xeev Jiangsu, thiab ROBOTECH tau raug xaiv los ua ib lub tuam txhab ua qauv qhia kev tsim khoom (platform) hauv xeev Jiangsu. Nws tau raug lees paub los ntawm lub tuam txhab logistics thiab kev tshawb fawb thiab kev sab laj thoob ntiaj teb Logistics IQ ua ib lub tuam txhab tsim khoom thiab tsim khoom peb lub tuam txhab zoo tshaj plaws hauv ntiaj teb 20 lub tuam txhab stacker crane.

4. Slub luag haujlwm rau zej zog
Txij lub Peb Hlis mus txog rau lub Plaub Hlis 2022, lub nroog Ma'anshan tau kaw vim muaj tus kab mob sib kis. Inform Storage tau kov yeej ntau yam teeb meem thiab tau siv ntau yam kev ntsuas los rov ua haujlwm thiab tsim khoom! Tib lub sijhawm, cov nyiaj pub dawb tau pab thaj chaw Ma'anshan tawm tsam tus kab mob sib kis, txhais lub luag haujlwm ntawm cov tuam txhab los ntawm kev ua haujlwm tiag tiag, thiab tau txais kev qhuas los ntawm txhua lub koom haum hauv zej zog.