The performance of IoT listed companies in 2024 has shown varying degrees of decline. For example, Hanwei Technology reported a net profit of 54 million yuan in 2024, a year-on-year decrease of 59.4%; Bixing IoT reported a net profit of -37.92 million yuan, turning from profit to loss.
1. Keli Sensor (603662)
The company’s main business is the research, production, and sales of strain sensors, instruments, and other components; based on sensor application scenarios, it lays out IoT and intelligent equipment, providing system integration, non-stop detection systems, unattended smart weighing systems, AI systems for manufacturing, software development services for enterprise digitalization, mobile asset management systems, logistics sorting systems, etc.
Keli Sensor’s main business belongs to the strain sensor industry. Strain force sensors are mainly used to measure and control various forces, such as gravity, pressure, tension, torque, etc., and have been widely applied in various industries including machinery, chemicals, environmental protection, and agriculture. The company has maintained the highest market share in the domestic mechanical sensor market for 14 consecutive years. In addition to traditional application fields, a large number of emerging fields have released demand for strain force sensors, promoting the development of strain force sensors. On December 30, 2024, Keli Sensor announced on the investor interaction platform that the company’s six-dimensional force sensor samples have passed Huawei’s tests and have been successfully delivered.
In 2022 and 2023, the operating revenues were 1.061 billion yuan and 1.072 billion yuan, respectively. According to the performance report, the operating revenue for 2024 is 1.292 billion yuan, with a net profit of 261 million yuan, a year-on-year decrease of 16.60%.
2. Hanwei Technology (300007)
Hanwei Technology is based on gas sensors and gas detection instruments, horizontally expanding the categories of sensors and instruments, and forming an IoT comprehensive solution by closely integrating sensor technology, smart terminals, communication technology, cloud computing, and geographic information technology.
Gas sensors have advantages such as high sensitivity, good stability, and fast response speed, and are widely used in industrial safety, environmental monitoring, smart homes, and other fields. Gas detection instruments, in conjunction with gas sensors, can achieve real-time monitoring and alarm of gas concentrations, providing users with comprehensive gas safety solutions.
From 2022 to 2024, the company’s operating revenues were 2.395 billion yuan, 2.287 billion yuan, and 2.228 billion yuan, with net profits of 276 million yuan, 133 million yuan, and 54 million yuan, respectively.
3. Xuedilong (002658)
The company focuses on environmental monitoring, carbon monitoring and measurement, industrial process analysis, scientific instruments, and comprehensive environmental services, with main products including environmental monitoring systems and smart monitoring and regulatory platforms, having developed a research and development platform based on five core technologies: spectroscopy, chromatography, mass spectrometry, energy spectrum, and sensor technology.
From 2022 to 2024, the company’s operating revenues were 1.505 billion yuan, 1.510 billion yuan, and 1.420 billion yuan, with net profits of 284 million yuan, 203 million yuan, and 170 million yuan, respectively.
4. Bixing IoT (688671)
The company’s main business is smart environmental monitoring and public safety big data. The smart environmental monitoring business mainly involves the research, production, sales, operation, and data services of environmental water quality monitoring, wastewater monitoring, environmental air monitoring, and flue gas monitoring instruments and systems. The public safety big data business mainly refers to the research, production, sales, and services of mobile access network data collection and analysis systems.
From 2022 to 2024, the company’s operating revenues were 472 million yuan, 350 million yuan, and 329 million yuan, with net profits of 58.21 million yuan, 24.06 million yuan, and -37.92 million yuan, respectively.
5. Senba Sensor (300701)
Since its establishment, the company has been committed to the research, production, and sales of various sensors represented by pyroelectric infrared sensors. The company’s main products include pyroelectric infrared sensors, visible light sensors, flame sensors, micro differential pressure sensors, and related solutions, with product output and sales consistently ranking among the top in the country.
Pyroelectric infrared sensors have characteristics such as high sensitivity, low power consumption, and good stability, and are widely used in smart homes, security monitoring, industrial automation, and other fields.
Visible light sensors can accurately detect ambient light intensity, providing light sensing functions for smart lighting and display devices.
From 2022 to 2024, the company’s operating revenues were 250 million yuan, 295 million yuan, and 446 million yuan, with net profits of 42.98 million yuan, 56.44 million yuan, and 49.03 million yuan, respectively.
6. Lihe Technology (300800)
The company’s main products include water quality monitoring systems, air/flue gas monitoring systems, and environmental monitoring information management systems, and it provides customers with environmental monitoring system operation services, third-party testing, and monitoring consulting services.
The water quality monitoring system uses advanced optical and electronic technologies to monitor various indicators of water quality in real-time, providing data support for water environment governance and protection. The air/flue gas monitoring system can accurately monitor the concentration of pollutants in the air, providing technical support for atmospheric pollution prevention and control.
From 2022 to 2024, the company’s operating revenues were 519 million yuan, 673 million yuan, and 774 million yuan, with net profits of 58.30 million yuan, 47.07 million yuan, and 39.01 million yuan, respectively.
7. Wanyi Technology (688600)
The company’s business can be divided into industrial detection instruments and solutions, online monitoring instruments and solutions, and laboratory analysis instruments and solutions, with products mainly applied in new energy, biomedicine, automotive manufacturing, scientific research, environmental protection, chemicals, electricity, refrigeration, and other fields.
From 2022 to 2023, the company’s operating revenues were 675 million yuan and 787 million yuan, with net profits of 50.83 million yuan and 43.81 million yuan, respectively.
8. Chicheng Co., Ltd. (834407)
The company is engaged in the research, production, and sales of gas environmental safety monitoring products, with major customers being industrial and commercial enterprises for monitoring combustible and toxic gases, and some products are for civilian monitoring, used for household gas safety monitoring.
From 2022 to 2024, the company’s operating revenues were 179 million yuan, 180 million yuan, with net profits of 27.18 million yuan and 20.12 million yuan, respectively.
9. Juguang Technology (300203)
Juguang Technology is a leading enterprise in the high-end analytical instrument industry, possessing domestically leading mass spectrometry, chromatography, and spectroscopy technologies and product platforms. Its business covers smart environment, smart industry, smart laboratory, life sciences, and provides innovative product combinations and solutions for numerous industry clients in environmental, emergency safety, semiconductor, materials, food and drug, and life sciences.
From 2022 to 2024, the operating revenues were 3.451 billion yuan, 3.182 billion yuan, and 3.614 billion yuan, with net profits of -443 million yuan, -385 million yuan, and 226 million yuan, respectively.
