Hangzhou Hikvision Digital Technology Co., Ltd Class A · SZSE:002415
Hangzhou Hikvision Digital Technology Co., Ltd Class A — Investor Presentation
32 slides from Hangzhou Hikvision Digital Technology Co., Ltd Class A's investor presentation
Slide 1: Hangzhou Hikvision Digital Technology Co., Ltd.
HANGZHOU HIKVISION DIGITAL TECHNOLOGY CO., LTD.
Slide 2: Philosophy and Mission
PHILOSOPHY Hikvision is committed to serving a wide range of industries through IoT, • Professionalism perception, AI, and big data technologies, leading the future of AIoT • Integrity • Honesty Through comprehensive perception technologies, we aim to help people better connect with the world around
Slide 3: Contents
CONTENTS Company Financial Strategy Overview Overview Implementation History Business Overview AIoT Technology Framework Product Family Flexible and Intelligent Manufacturing Marketing, Sales and Service Network
Slide 4: History
2025 Scaled expansion of large model products 2024 2013 2019 Large-scale application and implementation Revenue exceeds 10 billion Launched fusion of IT&OT data platform of Hivision Guanlan Large-Scale AI Model 2007 2012 2018 2023 Launched camera products Embarked on deep learning Launched the AI Op
Slide 5: Security Business and Scenario-based Digitalization
Security Business Scenario-based Digitalization Offer a richer range of AIoT products to help industries improve quality, increase Drive continuous technological and product innovation to help efficiency, and reduce costs. everyone enjoy a safe life. Community Facility and equipment Production opera
Slide 6: Enriching IoT Perception Portfolio across the electromagnetic spectrum
Enriching IoT Perception Portfolio, expanding from visible light to multi-band sensing across the electromagnetic spectrum Multi-Band Fusion & AI Integration, enabling multidimensional data acquisition & analysis Manufacturin Environmental Equipment g Monitoring Management Industrial Safety Bridge D
Slide 7: From EM Waves to Multi-Physical Sensing
From EM Waves to Multi-Physical Sensing including Acoustic, Vibration, Temperature, Humidity, Pressure, and Magnetic Sensing: Hikvision’s Fusion-Powered IoT Perception Platform Supports Greater Innovation Across Security and Scenario-Based Digitalization Infrasound Audible Sound Ultrasound Frequency
Slide 8: Engineering Capability: Guanlan Large-Scale AI Model Technology System
Hikvision Guanlan Large-Scale AI Model Technology System covers from Hikvision Guanlan Large-Scale AI Model Technology System fundamental level technology to Industrial application. n Applicati o Indu s tri al Public Traffic Emergency Water City Coal Steel Power Automotive 3C ... Security Management
Slide 9: Advantages of Guanlan Large-Scale AI Models
Advantages of Guanlan Large-Scale AI Models The Guanlan Large-Scale AI Model technology system has built advantages characterized by “Extensive, Fast, Accurate, and Cost-effective”, which speeds up the implementation of AI in the serving various industries. Fast Development On-demand Deployment Comp
Slide 10: Industry data governance and Guanlan AI model integration
Unify industry data standards, build core asset value, integrate the Guanlan large-scale AI models system and intelligent framework, provide intelligent data governance, integration, analysis, understanding, and reasoning capabilities for industrial digitization, and continuously expand intelligent
Slide 11: Product Family
PLATFORM DATA MODEL SOFTWARE SERVICE INTERNET OPERATION SERVICE Fundamental products General products Industrial products Industry Data Industrial supporting services Warehouse Hik-cloud Intelligence Storage and Public security software Systems Smart building software Transportation software Governa
Slide 12: Advancing Intelligent Manufacturing
Advancing Intelligent Manufacturing Meeting the manufacturing demands of AIoT products characterized by high product variety, small batches, and large-scale customization Hikvision Tonglu Manufacturing Base: On-Time Order Fulfillment Rate over 90% Recognized as an inaugural National Smart Precise or
Slide 13: Global Marketing, Sales and Service Network
Global Marketing, Sales and Service Network In China, Hikvision operates a city-centric marketing and service network to meet diverse customer needs. Overseas, Hikvision operates across four regions: Pan-Asia Pacific, Middle East & Africa, Pan-Europe, and the Americas, serving customers in over 180
Slide 14: Contents
CONTENTS Company Financial Strategy Overview Overview Implementation Earnings Updates Financial Highlights Business and Revenue Structure Stable Growth Shareholder Returns Future Outlook
Slide 15: 2026 Half Year Report
2026 Half Year Report: Adhere to technological innovation, drive profitable growth, and boost supply-chain resilience and operational support capabilities In the first half of 2026, the financial performance continues to improve: 2026H1 • The Company’s operating income grows steadily, with domestic
Slide 16: Overseas Main Business + Innovative Businesses, 60% of Revenue
Overseas Main Business + Innovative Businesses, Accounting for 60% of Total Revenue 4.67%↑ Public Service Business (PBG) Enterprise digital transformation：Public safety, traffic regulations and management, urban governance, emergency environmental protection… A global product and solution provider o
Slide 17: Gross margin and profit margin continue to improve
Gross margin and profit margin continue to improve, adhering to growth with benefits. Unit: RMB million yuan 2026 H1 2025 H1 Year-over-year* 2026 Q2 2025 Q2 Year-over-year* Operating Revenue 46,823 41,818 11.97% 26,107 23,286 12.11% Gross profit margin 49.97% 45.19% +4.78 pp 50.67% 45.41% +5.26 pp O
Slide 18: Looking ahead to 2026
Looking ahead to 2026, The Company expects Total Revenue to exceed 100 billion yuan, and Profit to reach a new high. 01 02 03 Focus on main business, and Strategic response to rising storage Serve as AI-powered bridge pursue stronger competitiveness costs: connecting the physical world via technolog
Slide 19: Shifting from High-Speed to High-Quality Growth
Adapting to the Evolving Era: Shifting from High-Speed to High-Quality Growth, Aiming for Net Profit Growth > Expense Growth in the Coming Years Net profit attributable to shareholders of the company in 2025 was RMB 14.20 billion, with an year-over-year growth of 18.52% Unit: billion 100 Innovative
Slide 20: Focus on shareholder returns
Focus on shareholder returns, benefiting from high profitability and a relatively light asset-based business model, adhering to a long-term, stable, and high dividend payout ratio. Over 16 years of listing, accumulated dividends of 80.42 billion yuan, share buybacks of 4.07 billion yuan, total share
Slide 21: Contents
CONTENTS Company Financial Strategy Overview Overview Implementation Progress of AI Application Industry Application Business Evolution Attached: Tech for good
Slide 22: Fully Embrace AI Large Models to Strengthen Core Competitiveness
Fully Embrace AI Large Models to Strengthenthe Company's Core Competitiveness Launching hundreds of large Specializing in vertical models to Building a lightweight deployment Integrating AI models deeply to drive model products for full cloud- accelerate large-scale adoption system for cost-effectiv
Slide 23: Exemplary Applications of AI Large Models
Exemplary Applications of AI Large Models Manufacturing Industry Scenarios: Power Industry Scenarios Urban Governance Scenarios Traffic Management Scenarios Safety ｜ Quality control ｜ O&M Power inspection ｜ Facility safety ｜ Public security ｜ Emergency management Road Traffic Optimization Generation
Slide 24: Industry Perspective: Manufacturing Factory Digitalization Scenarios
Logistics Management Warehouse Management Industrial Park Management Quality Control AI Camera Raw Material Inbound Counting Smart Weighbridge System Storage Monitoring Phased-array AR Panoramic Camera Automated Ultrasonic LED Screen AGV Testing (AUT) System Park Overview Vehicle Access control Fric
Slide 25: Industry Perspective: Chemical Factory Digitalization Scenarios
Pipeline Monitoring Safety Production Chemical Park Management Audiovisual Instrument Explosion-Proof Portable Explosion-proof Camera Camera TDLAS Gas Gas Leak Detection Detection Camera Structured Analytics Gas Detector Magnetic Flow Camera Safety Management of Special Operations Park Overview Mete
Slide 26: Industry Perspective: Coal Industry Digitalization Scenarios
Factory Environment Management Coal Warehouse Management Coal Quality Analysis VOCs Gas-Cloud-Imaging Hyperspectral Fourier Gas Microwave Scanning Positioning System Telemetry Camera Imaging Radar Fusion Spectrum Coal Quality Analyzer AR Panoramic TDLAS Laser Telemetry Camera Explosion-and-Dust-Proo
Slide 27: Industry Perspective: Power Industry Digitalization Scenarios
Factory Environment Management Power Generation Temperature Control Hyperspectral Fourier Gas Thermal Imaging AR panoramic Fire Prevention and Leak Prevention Telemetry Instrument Camera camera Abnormal Belts Detection Endoscopic Furnace Flame Observation System (Capable of Withstanding 2000℃) Therm
Slide 28: Industry Perspective: Traffic Scenarios
Traffic Violation Detection Traffic Police Assistance Urban Road Management Traffic Accident Detection Road Emergency Management GNSS-Assisted Visual Target and Traffic Flow Optimization Displacement Displacement Flashlight Landslide Detection PTZ Camera Detection Overload Detection Remote Control P
Slide 29: Industry Perspective: City Governance Digitalization Scenarios
Wellbeing Improving Dam Monitoring Electric Motorcycle Geological Disaster Monitoring AR Panoramic Camera detection camera Wire-drawing Crack Meter High-rise Littering detection Video-based 民 Flow Measurement Camera 生 Waste Sorting Detection Accelerometer-based Inclinometer Smart Community Water Lev
Slide 30: Evolution Path of AIoT
Demand level Intelligent Business Insights +Business model Presented Decision Support Big Data Logic +Big data Service Refinement Management Tool Intelligent Tag Application +AI Extraction Multi-dimensional Information Business Application Perception Integration +Multi-sensors Video Surveillance The
Slide 31: Attached: Tech for Good
Biodiversity Monitoring and Conservation At Dongtan Reserve in Shanghai, At wildlife Reserve in South Africa, Protecting and monitoring migratory birds with AIoT technology Helping with anti-poaching and protection for rhinos Environmental Monitoring and Protection In the Everest glacial lakes, In t
Slide 32: Hikvision Official WeChat Account and IR resources
Hikvision Official IR Official IR Website 2025 ESG Report WeChat Account WeChat Account (Chinese) (Chinese) 2025 Annual Report 2026 H1 Report IR PPT Hikvision Financial Fact Book （2010-2025）
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