On April 25, 2024,Anke Innovation(Stock code: 300866) released the 2023 Annual Report.The report shows that the company will achieve a total ofrevenue17.507 billion yuan, up 22.85% year on year;Attributable to shareholders of listed companiesNet profit1.615 billion yuan, a year-on-year increase of 41.22%;Basic earnings per share is 3.97 yuan/share.
Anke InnovationIt is a global well-known consumer electronics brand enterprise. It has built a world-renowned smart hardware brand through independent research and development, product design, brand building, channel sales and other ways, covering multiple product categories such as charging and energy storage, intelligent innovation, and intelligent audio and video.During the reporting period, the company focused on the sustainable development of core businesses, concentrated resources on strategic key categories, actively explored and expanded the global market, and was committed to creating a platform for enabling global intelligent hardware entrepreneurs.
according toAnke InnovationAccording to the report data, from 2019 to 2023,Anke InnovationThe operating revenue was 6.655 billion yuan, 9.353 billion yuan, 12.57 billion yuan, 14.25 billion yuan and 17.507 billion yuan, with year-on-year growth of 27.19%, 40.54%, 34.45%, 13.33% and 22.85% respectively.
From 2019 to 2023,Anke InnovationNet profitThey were 721 million yuan, 856 million yuan, 982 million yuan, 1.143 billion yuan and 1.615 billion yuan respectively, with year-on-year growth of 68.85%, 18.7%, 14.7%, 16.43% and 41.22%.
From 2019 to 2023, the operating revenue of Anke's innovative charging and energy storage products will be 3.81 billion yuan, 4.144 billion yuan, 5.552 billion yuan, 6.876 billion yuan and 8.603 billion yuan respectively, with year-on-year growth of 8.74%, 34%, 23.84% and 25.12% from 2020 to 2023.
From 2019 to 2023, the operating profit of Anke's innovative charging and energy storage products will be 2.06 billion yuan, 1.842 billion yuan, 2.094 billion yuan, 2.878 billion yuan and 3.635 billion yuan respectively, with year-on-year growth of -10.58%, 13.68%, 37.44% and 26.30% from 2020 to 2023.
During the reporting period, Anke Innovation connected upstream suppliers, logistics service providers and downstream consumer customers all over the world through independent R&D and design, outsourcing production and procurement, warehousing logistics and export, domestic and overseas online and offline sales and other business links. Relying on the innovative products continuously launched, Anke Innovation continued to improve its operation and in-depth channel construction,Actively explore the characteristics of platforms and channels and consumer demand preferences, optimize the business model in a targeted manner, and achieve revenue andNet profitStable and upward growth.
By product: in 2023, the operating revenue of Anke's innovative charging and energy storage products will reach 8.604 billion yuan,revenueAccounting for 49.14%;The operating revenue of intelligent innovative products was 4.541 billion yuan,revenueAccounting for 25.94%;The operating revenue of intelligent audio-visual products was 4.285 billion yuan,revenueAccounting for 24.48%;The operating revenue of other products was 77 million yuan, accounting for 0.44%.
During the reporting period, the overall business operation of Anke Innovation in different regions is shown in the figure above.In 2023, Anke Innovation's domestic operating revenue will be 638 million yuan, accounting for 3.64% of the total revenue;Overseas operating revenue was 16.869 billion yuan, accounting for 96.36%.
Top five customers and suppliers
The sales volume of the top five customers and the proportion of the purchase volume of the top five suppliers of Anke Innovation in 2023 are shown in the following figure:
In 2023, the sales of the top five customers of Anke Innovation will total 1.985 billion yuan, accounting for 11.34% of the total annual sales.Among them, the sales of the largest customer 1 was 652 million yuan, accounting for 3.73% of the total annual sales.
In 2023, the procurement of the top five suppliers of Anke Innovation will total 3.639 billion yuan, accounting for 33.69% of the annual total procurement.Among them, the purchase amount of the largest supplier 1 was 1.074 billion yuan, accounting for 9.94% of the total annual purchase amount.
R&D investment over the years
According to the data of Anke Innovation Report, from 2019 to 2023, Anke innovation R&D expenses will be 394 million yuan, 567 million yuan, 778 million yuan, 1.08 billion yuan and 1.414 billion yuan respectively, with year-on-year growth of 37.28%, 43.91%, 37.21%, 38.82% and 30.93% from 2019 to 2023.
Anke Innovation has always attached importance to the exploration of cutting-edge technology in the industry, and has long adhered to the improvement of R&D capability, technological innovation and scientific and technological progress to meet the rapidly changing market demand.The company has focused on carrying out a number of organizational strategic innovations internally, constantly tamping and improving the methodology system, exploring the way of R&D organization to efficiently integrate R&D resources, precipitate product R&D capabilities, and improve R&D efficiency and achievement transformation through a series of management and organizational innovations.As of the end of the reporting period, the company has obtained 173 invention patents, 848 utility models and 594 appearance patents worldwide, and a number of intellectual property rights are under application.
Total market value
In August 2020, Anke Innovation was listed on the Shenzhen Stock Exchange's GEM, with the stock code of 300866.
Data source: Dongfang Fortune Cartography: Charging Head Network
From the market value of Anke Innovation since its listing, on November 9, 2020, the market value of Anke Innovation reached the maximum of 79.615 billion yuan;On April 26, 2022, the minimum is 20.647 billion yuan.As of April 24, 2024, the total market value of Anke Innovation was 34.721 billion yuan.
Profitability analysis
The gross profit rate of innovative sales of Anke from 2019 to 2023 is shown in the figure below.During this period, the gross profit rate of the company was the highest in 2019, 49.91%, and the lowest in 2021, 35.72%.
Operation capability analysis
In the past five years, the turnover rate of innovative inventory of Anke is shown in the figure below. In 2023, the turnover rate of innovative inventory of Anke will be 5.08 times, with a year-on-year growth of 3.04%.
Solvency analysis
From 2019 to 2023, the asset liability ratio of Anke Innovation is shown in the figure below. In 2023, the asset liability ratio of Anke Innovation will be 36.12%.
Core competitiveness of Anke innovation
1. Continuous deepening of product R&D and organizational innovation capability
Anke Innovation has always attached importance to the exploration of cutting-edge technologies in the industry, practiced the long-term principle with practical actions, and adhered to the improvement of R&D capability, technological innovation and scientific and technological progress for a long time to meet the rapidly changing market demand.The company has focused on carrying out a number of organizational strategic innovations internally, constantly tamping and improving the methodology system, exploring the way of R&D organization to efficiently integrate R&D resources, precipitate product R&D capabilities, and improve R&D efficiency and achievement transformation through a series of management and organizational innovations.
2. Deep understanding of user needs and leading product design
Anke Innovation adheres to the value of "striving for perfection" beyond users' most essential expectations, deeply understands users' needs, has established a set of intelligent enabling system based on consumer insight internally, insists on capturing consumer pain points and applying them to product innovation design, provides users with good use experience with high standard products and services, and carefully listens to users' real reflection,Continuously improve products and services.The ultimate product design ability has won high reputation and market recognition in the field of international consumer electronics product design and in the hearts of consumers.
3. Deep brand accumulation and marketing capability advantages
Anke Innovation regards brand building and creating brand value as long-term development goals. After years of operation, the company has built a brand matrix covering six major independent brands, and has established a high brand awareness and loyalty in the global consumer electronics market. The independent brand is deeply popular, which has become a good foundation to support the continuous expansion of the company's product categories and the steady growth of sales.On the basis of good users, the company keeps up with the trend of information dissemination change, constantly expands the user reach circle by virtue of excellent marketing ability, continuously strengthens the ability of global integrated marketing, promotes the diversified development of domestic and overseas marketing channels, and constantly improves brand awareness and market reputation.
Summary of charging head network
At present, the differentiation trend of major economies in the world is expanding, and uncertainty still exists, which continues to pose challenges to consumer electronics, cross-border e-commerce and other related industries.Anke Innovation focuses on the subdivisions of charging and energy storage, intelligent audio and video, intelligent innovation and other fields, and constantly develops product lines and in-depth research and development operations.In the context of complex macro environment, Anke Innovation actively seeks innovation and development opportunities to respond to the changing global economic situation, adopts a more pragmatic and steady strategy, while also actively creating differentiated, high-end and competitive products, actively looking for new application scenarios and layout new growth of future business development, to achieve steady growth in revenue and profit.
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