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@ThingsExpo Authors: Avi Rosenthal, Jnan Dash, Pat Romanski, Carmen Gonzalez, David Skok

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ZTE registra un utile di RMB 1,36 miliardi grazie alla forza della tecnologia 4G

ZTE Corporation (“ZTE”) (codice azionario H: 0763.HK/codice azionario A: 000063.SZ), azienda leader a livello mondiale nella fornitura di apparati di telecomunicazioni, soluzioni di rete e dispositivi mobili, ha registrato un 2013 in utile grazie a un maggior focus su attività chiave quali il 4G e al rafforzamento della gestione operativa al fine di generare risparmi ed efficienze.

L’utile netto attribuibile agli azionisti si è attestato su RMB 1,36 miliardi, o RMB 0,39 per azione, rispetto alla perdita dello scorso anno. L’azienda ha dichiarato un dividendo in contanti di RMB 0,3 (tasse escluse) per ogni 10 azioni possedute, pari al 75,8% dell’utile netto totale disponibile per la distribuzione. Il fatturato è sceso del 10,6% a RMB 75,2 miliardi. (L’infografica delle performance 2013 di ZTE è scaricabile all’indirizzo http://wwwen.zte.com.cn/en/products/bearer/201403/P020140326691257063470.png).

Il fornitore di soluzioni 4G a più elevata crescita del mercato

Nel 2013, ZTE si è focalizzata su operazioni strategiche in paesi altamente popolati, e sullo sviluppo di attività con i principali operatori internazionali. L’azienda ha esercitato un rigido controllo sui contratti con margini inferiori, ottenendo un margine lordo più elevato dai progetti internazionali. In Cina, ZTE si è assicurata posizioni di leadership nelle gare 4G, avvalendosi dello sviluppo di soluzioni a tecnologia proprietaria quali Cloud Radio. Anche a livello internazionale il giro d’affari dell’azienda relativo al 4G si è ampliato.

Secondo la società di ricerche IHS ZTE è infatti il fornitore di soluzioni 4G a più rapida crescita del 2013.

ZTE ha registrato un fatturato operativo di RMB 35,63 miliardi sul mercato cinese (il 47,4% del totale). In aggiunta al rapido sviluppo delle attività 4G, l’azienda si è focalizzata su importanti opportunità strategiche quali i sistemi informativi metropolitani ‘Smart City’, cloud computing e Internet of Things.

Il fatturato operativo derivante da attività internazionali si è attestato su RMB 39,60 miliardi (52% del totale), soprattutto trainato dal focus dell’azienda sui paesi e gli operatori più importanti, che ha dato luogo a relazioni più strette con i clienti multinazionali.

Oltre al 4G, la divisione wireless di ZTE continua a cogliere opportunità in termini di ampliamento e aggiornamento delle reti dal 2G al 3G. L’azienda è attivamente coinvolta nella ricerca, sviluppo e pianificazione di tecnologie 5G e di nuova generazione.

In connessione con i prodotti wireline e di comunicazione ottica, ZTE ha registrato una crescita moderata del fatturato operativo dai prodotti di accesso e wireline switch grazie ai continui investimenti in ricerca e sviluppo e alla competitività dell’offerta, oltre al rapido sviluppo del mercato broadband e alla realizzazione di facility di supporto per Internet mobile.

ZTE ha inoltre ottenuto un successo significativo presso gli operatori internazionali con i prodotti IPTV e di videoconferenza, che ha prodotto un aumento della quota di mercato dell’azienda.

Nel 2013, il fatturato operativo dei terminali è sceso a seguito di una riduzione nella domanda di feature phone e data card. Smartphone e altri terminali intelligenti oggi contribuiscono a una percentuale più alta del fatturato totale, trainati dal rapido sviluppo dell’Internet mobile. L’azienda sarà impegnata nell’aumentare la competitività dei terminali, adottando un approccio più customer-centric, oltre a un modello di business online. Pur mantenendo e potenziando la competitività dell’hardware, ZTE si focalizzerà sullo sviluppo di software e servizi per offrire agli utenti finali un’esperienza di innovazione.

Guidare la prossima fase dello sviluppo ICT

Dando uno sguardo al 2014, opportunità e sfide abbonderanno nel mercato delle telecomunicazioni quali l’applicazione delle tecnologie 4G, l’unione dei settori ICT e la continua informatizzazione. Per quanto riguarda le reti carrier, l’implementazione su larga scala di reti 4G a livello mondiale, in particolare in Cina, porterà nuovi sviluppi nel settore delle telecomunicazioni, anche se le tecnologie 3G/4G/WLAN continueranno a coesistere. I progetti broadband dei governi nazionali, la domanda degli utenti e gli aggiornamenti tecnologici porteranno alla realizzazione di reti a banda larga globali, e continuerà anche la costruzione di reti di trasmissione che supportano broadband wireless e wireline.

Questo mese, ZTE ha confermato la seconda posizione nella più recente classifica del World Intellectual Property Organization per numero di brevetti richiesti, rafforzandone la reputazione come uno degli innovatori tecnologici del mondo. ZTE si è classificata prima sia nel 2011, sia nel 2012 secondo WIPO.

L’azienda ha richiesto oltre 50.000 brevetti, con oltre 16.000 accordati, e vanta una posizione di leadership con 800 brevetti essenziali ETSI sulla standardizzazione LTE 4G. ZTE sta investendo in maniera significativa nello sviluppo di tecnologie 5G, sfruttando la sua posizione di forza in ambito 4G.

Per quanto riguarda i terminali smart, i prodotti di prossima generazione disporranno di maggiore intelligenza per offrire ai clienti una più elevata flessibilità. I dispositivi indossabili rappresentano una nuova direzione di sviluppo nel momento in cui la soddisfazione delle esigenze dei clienti diviene un fattore determinante. Nei settori pubblico e aziendale, aree di sicuro interesse quali l’informatizzazione, Internet of Things, cloud computing, Smart City e l’informatizzazione del mercato rappresenteranno interessanti opportunità per il gruppo.

Nel 2014, ZTE continuerà a incanalare le risorse per accelerare lo sviluppo del business in aree strategiche e di maggiore opportunità per l’azienda, e continuerà ad associare l’innovazione tecnologica con un’esecuzione strategica e di business mentre soddisfa le esigenze dei clienti e persegue gli obiettivi degli azionisti.

ZTE

ZTE è un’azienda pubblica, quotata in Borsa, che fornisce apparati di telecomunicazioni e soluzioni network su scala mondiale e vanta una vasta gamma di prodotti per soddisfare le esigenze dei mercati wireline, wireless, service e mobile device. ZTE commercializza prodotti e servizi estremamente innovativi e all’avanguardia e offre le sue soluzioni a più di 500 operatori di telecomunicazioni in oltre 140 Paesi del mondo, aiutandoli a soddisfare le esigenze dei loro clienti e a raggiungere nuovi livelli di fatturato. ZTE investe il 10% del suo fatturato annuo nelle attività di ricerca e sviluppo e si posiziona tra le prime società internazionali che partecipano attivamente alla definizione dei nuovi standard di Telecomunicazione. Azienda fortemente impegnata nelle iniziative di Corporate Social Responsibility (CSR), ZTE è membro del Global Compact delle Nazioni Unite. ZTE è l’unica azienda cinese ad essere quotata alle Borse di Hong Kong e di Shenzhen (H share stock code: 0763.HK / A share stock code: 000063.SZ). ZTE Corporation è presente in Italia attraverso la sua controllata ZTE Italy, che opera sull’intero territorio nazionale . Per ulteriori informazioni, si prega di visitare il sito: www.zteitaly.com.

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