Hua Sheng Tiancheng: The rival Shenzhou digital

Sina tip: This article belongs to the Research Report column, only for the analysis of a stock of personal views and views, and the unofficial news report, Sina does not guarantee its authenticity and objectivity, all relevant to the stock of effective information to the Shanghai and Shenzhen Stock Exchange of the announcement as prevail, please investors pay attention to risk. Investor newspaper (reporter Nimpengyu) 3G Commercial fully launched, the competition of the three major operators gradually white-hot.　　Prior to this, 3G industry chain of other companies have launched a fierce competition in the IT industry has always been very low-key huasheng (600410.SH) is an obvious beneficiary, their biggest competitor, is the famous digital China. "This year, 3G full commercial, the growth of the telecommunications business is relatively fast, now this sign has emerged."　　"Hua Sheng Tian Cheng Dong Hu Jiafei told the investor newspaper," the company and the telecom operator's cooperation is mainly some system products, like some servers, storage equipment and so on.　　Last year, the company's sales revenue accounted for about 50% of total sales, and the company's telecoms sales accounted for 60% in the first quarter, and telecom business grew by 20% per cent on a month-on-month basis.　　For China to win the most reputation is the distribution and system integration business, the company mainly distributes enterprise-class IT products, such as servers, storage, network equipment, enterprise software, etc., is the digital Shenzhou in the system products competitors.　　It is reported that, and communication equipment business is not quite the same, from the 3g network start, and then to the operation, maintenance of the entire process, all involved in the server and storage equipment, Hua Sheng-day Chengdu has the opportunity to participate. "3G must be a market of scale and hope, but it's not clear how big it is," he said. Among them, the share of communication equipment and terminals is bigger than ours, it equipment including PC, server, estimate not exceed 10% of total investment. "Hu Jiafei said," For many years, has been said to 3G, we have been preparing. "Since the establishment of the company 10 years, Huasheng Tiancheng has been with the telecommunications operators to maintain cooperation, continue to the present."　　Before the reorganization of telecommunications, Huasheng Tiancheng and 5, 6 operators have had cooperation, including first to move mainly, and then China Unicom. "The degree to which companies work with carriers has a lot to do with operators ' investments, or it has much to do with last year's telecoms restructuring," he said. Because the operator's investment progress is not the same, so last year and mobile cooperation more; Unicom's orders began more this year, the first quarter, Unicom on the project more.　　Hu Jiafei revealed that the operator's investment is a Shing, so it is not good to predict the annual growth. "We are more focused than our competitors in the industry," he said. "Hu Jiafei that from the company's inception to the present, the accumulation of years of experience and the long-term cooperation with operators to establish the business relationship between the company to obtain 3G orders," said no help that is not possible, is certainly helpful. "For such a long period of cooperation, the project they had previously done was quite satisfactory." But that's not a good relationship, becauseNow the operation of operators has been very standardized, 3G projects are relatively large, operators are packaged open tender, the key or rely on the comprehensive strength of enterprises.　　"Hu Jiafei said.　　In the past 5, 6 years, Hua Sheng Tiancheng annually to more than 30% of the rapid growth, 2008, the company's main business income reached nearly 3 billion yuan scale.　　However, with the gradual growth of the company's size, how to maintain a sustained and stable high speed is a new problem faced by management. May 7, Hua Sheng Tiancheng issued a notice, said that through its wholly-owned Hua Sheng Tiancheng Technology (Hong Kong) company, to 260 million Hong Kong dollar cash acquisition of the automatic System Group (ASL) 68.4% of the shares.　　After the completion of the acquisition, Huasheng Hong Kong will become the absolute controlling shareholder of ASL, and Huasheng Day becomes ASL's actual control person. ASL Business composition of software and services accounted for a large, and huasheng business has a certain complementarity.　　At the same time, with the ASL, the company and the world's leading IT equipment and software suppliers such as Sun, IBM and other mega-enterprises, to establish a more long-term close cooperative relations. 2009 Hua Sheng Tiancheng forecast sales revenue growth of 10%, net profit growth of 8%. "From the current situation, the increase in the telecommunications business should be able to offset the impact of other industries decline." "Hu Jiafei to the company this year's development is full of confidence.