Neusoft Carrier : Drawing a new curve for Energy Internet
Relying on its technical advantages in the field of carrier communications, it has built an industrial chain layout from chips, software (modules), terminals, systems to information services, and comprehensively transformed into integrated energy services. Business
opens the mobile app to check the real-time energy consumption, new energy power generation and Internet access in Jiaozhou Industrial Park, while testing the smoothness of the system. These have become a new daily routine for Neusoft Carrier Chairman Cui Jian. In order to speed up the advancement of energy In order to develop the Internet sector business, Cui Jian must ensure that products and solutions are always in the "best condition".
When it comes to the hottest fields at the moment, the energy Internet must be at the top. With the proposal of my country's "double carbon" goal and the acceleration of global energy transformation, energy conservation, emission reduction and green development have become the focus of attention and layout in all walks of life and fields. As large as a country or an industry, as small as an enterprise or a park, more refined management of energy usage has gradually become a necessity. The energy Internet is an important technical means to improve energy management capabilities and promote the optimization of energy structure and . Neusoft Carrier is aiming at this trend and transforming into a comprehensive energy service provider.
Although many people still think of Neusoft Carrier as a power carrier communications company serving the power grid, in fact Cui Jian has been exploring the path of promoting the transformation and upgrading of Neusoft Carrier for many years. From the expansion of intelligent business sectors such as smart homes, to the layout of the integrated circuit sector, to the "bet" on the energy Internet, Cui Jian has been working hard to find an "ideal" path for carrier communication technology to continue to extend to more fields. Thereby breaking the ceiling of Neusoft carrier growth. In Cui Jian's view, business expansion cannot be a "castle in the air" without a foundation, but must be "grown" from the technologies already mastered.
Neusoft Carrier is located in Jiaozhou Industrial Park.
Today, Neusoft Carrier has gradually formed an industrial chain layout from chips, software (modules), terminals, systems to information services, building competition barriers covering technology, products, and services. In 2021, Neusoft Carrier achieved operating income of 906 million yuan.
The ever-present sense of crisis
Founded in 1993, Neusoft Carrier is one of the earliest software and information technology companies in Qingdao . Neusoft Carrier is mysterious to the outside world, largely because it focuses on a highly specialized segment that is less accessible to ordinary people - the power industry. Relying on self-developed software, providing power carrier communication modules for electricity meters was the core business of Neusoft Carrier in its initial stage.
In the late 1990s, the State Grid of China was fully promoting the first round of transformation of the electricity information collection system. With its excellent technical strength and products, Neusoft Carrier has captured 40% of the market share and has made a name for itself in the industry. Since its involvement in power carrier communication technology, Neusoft Carrier has launched six generations of products, many of which have broken foreign monopolies. In 2011, Neusoft Carrier was listed on the GEM and officially made its debut in the capital market.
Everything seemed to be going smoothly, but Cui Jian still smelled a hint of "crisis" in it. Although the transformation of smart meters to across the country is still in full swing, more and more "players" are also entering this market, competition is intensifying, and profits are gradually being depressed. Therefore, shortly after the listing, Cui Jian made up his mind to lead Neusoft Carrier to find a new growth curve.
Just like AI companies that are urgently looking for application scenarios for technology implementation, Neusoft Carrier, which embraces carrier communication technology, began to look for scenarios other than electricity meters where carrier communication technology can be applied.
After years of exploration, coupled with the acceleration of my country's energy revolution, Neusoft Carrier has gradually found its own rhythm, clarified its development path, and focused on intelligence and energy Internet in technology applications.
Cui Jian introduced that with the development of the new energy industry, intelligence is the key to coping with the trend of complex energy, meeting green and environmental protection requirements, and improving energy efficiency.Neusoft Carrier's intelligent business relies on mature power line carrier communication technology, integrates other wireless communication methods, and successfully uses cloud computing , big data, Internet of Things, mobile Internet, artificial intelligence , blockchain and digital twins and other technologies. Provide IoT systems and solutions for energy-saving scenarios such as homes, buildings, and parks. The
Energy Internet segment is geared towards the needs of smart power distribution, smart power consumption, smart microgrids and comprehensive energy applications. Although the world is still divided on the concept of energy Internet, no one will deny that the upgrading and transformation of the power grid will be an important part of building the energy Internet. By building a stronger and smarter power grid, we can improve new energy consumption capabilities and achieve multi-energy complementarity. At present, among the five major links of the power grid system: "generation, transmission, transformation, distribution, and consumption", the first three links have basically achieved cyber-physical integration, while the power distribution and power consumption ends are the focus of future transformation. Focusing on the needs of smart power distribution, smart power consumption, smart microgrids and comprehensive energy applications, Neusoft Carrier provides intelligent power distribution rooms, intelligent station construction, power consumption information collection and in-depth application, distributed energy services, and commercial energy use. Services, industrial enterprises and park energy services and other products and solutions.
technology is the "root", do not expand extensively
On the "evolution" road of Neusoft Carrier, the emphasis on technology research and development and independent innovation has been throughout. In Cui Jian's view, as a company that continues to focus on niche areas, the development and growth of Neusoft Carrier must be innovation-driven and connotative development of and , rather than extensive expansion just for the sake of large-scale development.
In order to continue to "improve" its technical capabilities and continuously broaden its technology "moat", Neusoft Carrier has spared no effort in making large-scale investments. In 2015, it spent 450 million yuan to acquire integrated circuit design company Shanghai Haier, which was an important step for Neusoft Carrier to further increase its upstream chip technology. Today, Neusoft Carrier has an industrial-grade high-anti-interference microcontroller chip research and development platform. The chips are widely used in white home appliances , industrial control, instrumentation, automotive electronics and other fields. At the same time, we continue to increase the research and development of chips for the Internet of Things field, continue to increase R&D investment in MCU (microcontroller) products, and build a chip product portfolio that fully meets the needs of the Internet of Things, realizing control, connection, security, and perception. Full coverage of core technologies.
Currently, Neusoft Carrier ranks among the top three domestic industrial-grade MCU design companies, with cumulative chip shipments exceeding 1.25 billion. It is no exaggeration to say that the integrated circuit sector has become the most solid technical support for Neusoft's carrier industry chain layout.
Neusoft Carrier's "particularly willing" investment in research and development is also well-known in the industry. In the past three years, Neusoft Carrier's R&D investment intensity has been 19%, 17%, and 17% respectively, which is much higher than the average level of A-share listed companies. Industry statistics show that the overall R&D investment intensity of A-share companies is 2.05%; looking at different industries, the average R&D investment intensity of the communications industry where Neusoft Carrier is located in 2011 was less than 5%. Not long ago, consulting agency Wind's statistics on 3,967 A-share listed companies showed that there were 512 companies with R&D investment intensity exceeding 10% in 2021. An interesting detail of
is that although Neusoft Carrier's employee team has continued to grow since its launch, the proportion of R&D personnel has always remained at more than 60%. This also illustrates Neusoft Carrier's persistence in technology. Up to now, Neusoft Carrier has 129 authorized invention patents, 65 invention patents in application, 93 authorized utility model patents, 435 software copyrights, 129 software product registration certificates, and 124 integrated circuit layout design registration certificates. Participated in the formulation of 10 national and industry standards.
Attacking comprehensive energy service providers
More and more sophisticated energy management is the general trend, and the market popularity in fields such as energy conservation and new energy substitution is also continuing to heat up. In a sense, Neusoft Carrier has ushered in an unprecedented opportunity and will accelerate its transformation into a comprehensive energy service provider.
Data from Huajing Industrial Research Institute shows that the market size of China's comprehensive energy service industry will reach 674.3 billion yuan in 2021. Among them, as the proportion of new energy utilization continues to increase, the market demand for new energy services will maintain rapid growth.According to statistics, the market size of my country's photovoltaic power station project general contracting service market will reach 215.7 billion yuan in 2021, a year-on-year increase of 18.0%; the photovoltaic power station operation, maintenance and overhaul market size will reach 14.5 billion yuan, a year-on-year increase of 18.85%. It is expected to grow from 2021 to 2025. Maintain a compound growth rate of 17.35% and reach a scale of 27.5 billion yuan in 2025.
It's time for Neusoft Carrier, which has already mastered "martial arts", to "flex its muscles". Taking the "zero-carbon" smart park solution as an example, the new energy-based smart microgrid products and solutions independently developed by Neusoft Carrier have been applied in many parks in the province, helping enterprises to improve energy utilization and solve the problem of power grid problems. Troubles caused by new energy access. Among them, the Neusoft Carrier Information Industrial Park located in Jiaozhou is one of the city's first comprehensive energy microgrid projects integrating wind, solar, storage and charging. Since it was put into operation, it has achieved energy savings of 4.63 million kilowatt hours, 1,481 tons of standard coal, and carbon dioxide every year. Emissions were reduced by 3,882 tons, sulfur dioxide and emissions were reduced by 13 tons, and the risk of power outages in the park was reduced by 25%. The opportunities for
are endless, but Cui Jian will always adhere to the development idea of " specialization, special new ". "From the transformation and upgrading of smart grids to the energy Internet, the industry segments covered are complex, the application scenarios are ever-changing, and the technical complexity required for each scenario has also shown explosive growth. Participants in the market, whether they are industry leading companies or Cross-platform companies do not have the resources to cover all aspects of the entire industry. Only by selecting and focusing on segmented application scenarios based on their own advantages, keeping up with changes in market trends and competition, integrating upstream and downstream resources, and complementing each other's strengths can they succeed in the market. Gain an advantageous position in the competition," Cui Jian said. (Qingdao Daily/Guanhai News chief reporter Sun Xin)
