[must read for new products] valuation analysis of Meishi technology, distributed audio-visual products and Solutions

source ： Snowball App, author ： Must read new ,（https://xueqiu.com/1896346964/226470547）

Affirming ： The following forecast is for reference only , It cannot be used as the basis for transaction ！

Description of forecast form ： Yellow is the opening price and days predicted by Da Xinjun , Green is the low-risk range , Red is the high-risk range . In the past few years , According to the statistical data, the accuracy is in 72-78% Section , The statistical caliber is the opening price ±20%. The scientific innovation board is reasonable 、 high 、 The low-risk range indicates the price that may be faced in the first five days , Among them, the low-risk area indicates prominent value , The high-risk range is the speculation risk range .$ Meishi Technology (SZ001229)$ 

Meishi Technology （001229）： The company is a leading company in China Distributed audio-visual products And solution providers , Committed to continuously improving the image Application technology and video and audio connectivity , For the access and acquisition of video and audio signals 、 Transmission switching 、 Analysis and processing Scheduling and presentation provide special audio-visual products combining software and hardware . Our products are widely used in command centers 、 Dispatch control center 、 Conference room cluster 、 The monitoring center 、 Business scenarios such as the Conference Center , In emergency management 、 wisdom Hui City 、 Public security command 、 Electric energy 、 Rail transit 、 Judicial prison 、 It is widely used in the fields of meteorological three prevention . 

In the early stage, the company entered the professional audio-visual field with matrix splicing products and central control system , these years , company Actively comply with the networking of professional audio-visual industry 、 visualization 、 The development trend of high definition , Adhere to independent innovation , build Stand by ASE The core technology system based on computer screen coding technology , Formed a distributed system as Lord 、 Matrix splicing products are complementary 、 The product structure of central control system and other products .

The company's main business

（ source ： Company announcement ）

Major competitors ：

1、 Beijing Chunzhong Technology Co., Ltd （ Stock code ：603516.SH）
Beijing Chunzhong Technology Co., Ltd （ hereinafter referred to as “ Chunzhong Technology ”） Founded on 2011 year , register Located in Haidian District, Beijing , It is a professional provider of audio and video control equipment and solutions , For the government 、 army 、 Public Security 、 traffic 、 Finance 、 energy 、 Large enterprises and other social customers provide audio and video solutions , product It mainly includes splicing products 、 Agent collaboration products 、 Matrix switching products 、 Edge fusion products 、 Central control products 、 Audio conference products 、 Signal transmission products 、 Interface accessories products and management Platform products, etc .

2、 wuhan Xingtu Xinke Electronics Co., Ltd （ Stock code ：688081.SH）
Wuhan Xingtu Xinke Electronics Co., Ltd （ hereinafter referred to as “ Xingtu Xinke ”） Founded on 2004 year , The registered address is Wuhan East Lake New Technology Development Zone , It is a military dedicated video command and control company based on network communication System provider , Focus on technological innovation and product innovation in the field of audio and video , The main products include video command and control system 、 Video warning control system , It is mainly applied to the national defense army , And extend to prison 、 Oil fields, etc industry . 

3、 Suzhou Keda Technology Co., Ltd （ Stock code ：603660.SH） 

Suzhou Keda Technology Co., Ltd （ hereinafter referred to as “ Suzhou Keda ”） Founded on 2004 year , register Located in Huqiu District, Suzhou , Mainly engaged in video conference system 、 Video surveillance system and integration communication system Soft Hardware development 、 Equipment manufacturing 、 Product sales and technical services , Dedicated to providing video conferencing 、 Video surveillance to And rich industry solutions . The main product and business of the company is smart city 、 Video government cloud 、 Snow bright engineering 、 Visual command center 、 Intelligent video conferencing 、 Wisdom Education .

4、 Shanghai Huanshi Network Technology Co., Ltd  

Shanghai Huanshi Network Technology Co., Ltd. was established in 2010 year , The registered address is Qingpu District, Shanghai , It's wisdom Hui audiovisual solution service provider , We specialize in providing enterprise level audio-visual information global interconnection and collaboration solutions , production Products related to visual cloud platform 、 Distributed multimedia system 、 Distributed cloud splicing display 、 Cloud agent collaboration department system 、 Cloud video conference system .

Purpose of raised funds       

（ Data sources ： Company announcement ）

financial analysis ： The comprehensive gross profit margin of the company's main business in recent four years is ：43.4%、49% and 、50.8% and 46.3%.

（ Data sources ： flush F10）

（ Data sources ： flush F10）

The company expects 2022 year 1-6 The monthly operating income and net profit are as follows ：

The company expects 2021 Year on year growth in operating income in the first half of -10.00%～5.00%, Under the income growth rate The decline is mainly due to the impact of the COVID-19 on product sales .2021 In the first half of , COVID-19 is in Shanghai 、 jiangsu 、 guangdong 、 Beijing 、 Jilin and other places relapse , The epidemic situation lasts for a long time in some areas , Affect all local Economic departments cannot resume production in a short time , So public security 、 Armed Police 、 army 、 Emergency management 、 The judicial 、 Security The construction and implementation of multimedia information projects for end users will be postponed , It will have a certain adverse impact on the company's operating income   ring . Especially in Shanghai 、 jiangsu 、 guangdong 、 Beijing and other places belong to the company's key sales areas , The area is shut down The delay of production and terminal project construction has a great impact on the company's sales revenue . As of the date of this prospectus , Shanghai 、 There is still great uncertainty in the follow-up development of the epidemic in Beijing and other places .

Conclusion ： Expected profit per lot 1.4 ten thousand , It is suggested to apply for , It is suggested to pay careful attention to .

【 notes 】 The degree of attention is divided into ： Focus on 、 General attention to 、 Careful attention to 、 Don't focus on

Risk warning ： The above views and information are just some understanding and judgment of the market , For reference only , The main text comes from the company's prospectus . Market risk , Invest carefully .