Undoubtedly, under the double influence of the century-old changes and the century-old epidemic, the growth rate of the entire technology industry will slow down in 2022, which will pose a higher test for the business continuity and growth of the technology companies involved.
Nevertheless, Digital China (000034.SZ) still handed over a report card that made the market shine. According to the 2022 annual results released by Digital China, during the reporting period, Digital China realized operating income of 115.880 billion yuan; net profit attributable to shareholders of listed companies was 1.004 billion yuan, a year-on-year increase of 303.1%; net profit after deducting non-recurring gains and losses was 9.21 billion yuan. billion, a year-on-year increase of 36.1%. Cloud computing and digital transformation business achieved operating income of 5.023 billion yuan, a year-on-year increase of 29.3%; self-owned brand business achieved operating income of 2.57 billion yuan, a year-on-year increase of 55.8%.
Behind this is the embodiment of Digital China's adjustment of pace in the past two years, focusing on the strategic layout of "digital cloud integration + Xinchuang", and continuously increasing investment in technology-side research and development, which has also continuously enhanced the company's profitability and core competitiveness. Ushered in high-quality development. And the technical innovation ability precipitated and accumulated by this kind of "long-termism" has formed a "superimposed effect" today, which makes Digital China capable and more confident in empowering the digital transformation of more Chinese enterprises and contributing to China's digital transformation. Economic development contributes more value.
Of course, this also makes Digital China firmer in its new vision - "to be a leading digital transformation partner". From "Digital China Explorer, Practitioner, and Enabler" to "Leading Digital Transformation Partner", what remains unchanged is the original intention, and what is upgraded is new cognition and value thinking.
As explained in the performance communication meeting, Digital China will uphold its original aspirations, adhere to the principle of "Leading Ideas, Leading Technologies, and Leading Practices", take a strong digital industry ecological force as the cornerstone, and focus on excellent digital technologies, products and services that are close to customer scenarios. Carrier, continue to promote the digitalization process of the whole society, lead the development of digital economy, and achieve symbiosis and win-win with customers, ecology, employees, and investors.
"Digital cloud integration" has achieved initial results
At present, digitalization is changing the entire world, and the bottom layer of the digital world is huge and continuously generated, collected, and calculated data. With the acceleration of industrial digital transformation, data has become the most important new production factor, and all scenarios in the future will be driven by data, and the cloud, as the most important digital "base" for thousands of industries, has also become the most important part of today's data. Powerful carrying platform.
Just as Guo Wei, chairman and CEO of Digital China, said: "How to make data the production factor to the best, we need 'digital cloud integration'. In a sense, Digital China is doing digital infrastructure , It is to allow these data assets to flow freely within the same system.”
In this context, based on insights into customers, markets, and technologies, as well as the company's long-term accumulation in the digital and cloud fields over the past few years, Digital China proposed the "digital-cloud integration" strategy in 2022. Innovation and practice can be said to have "received initial results", and high-value businesses have grown rapidly, bucking the trend and growing significantly.
During the reporting period, Digital China's cloud management service (MSP) + digital solution (ISV) business achieved revenue of 660 million yuan, a year-on-year increase of 48%. Among them, in terms of cloud management service (MSP), on the basis of full-stack service capabilities, Digital China has superimposed cloud-native architecture capabilities to create a new "MSP+" service model, which is currently available in retail, automobile, pharmaceutical and other industries. Successful practice and strong development resilience; in addition, Digital China continues to deepen cooperation with mainstream cloud vendors such as Alibaba Cloud, Amazon Cloud, Microsoft Smart Cloud, Huawei Cloud, and Tianyi Cloud, and actively expands the cloud ecosystem.
In this regard, Wang Bingfeng, President of Digital China, said: "Digital China's multi-cloud layout in the entire cloud ecological field, as well as the in-depth cooperation with mainstream cloud service providers, coupled with the understanding of business and the Capability mastery has become an important competitive advantage of Digital China in the development of the entire cloud market. At present, Digital China can provide full-stack cloud service capabilities, from private cloud to dedicated cloud to hybrid cloud to public cloud. It can effectively support the flexible strategies of Chinese enterprises in a multi-cloud environment."
In terms of digital cloud fusion products and services, Digital China established Tongming Lake Cloud and Xinchuang Research Institute as early as the beginning of 2020 to conduct research and development on cutting-edge technologies for digital cloud fusion. On the basis of continuing to anchor the value of "data" elements and the security of the whole life cycle, Digital China has formed a technology platform, products and services related to digital cloud integration, and has focused on key industries such as automobiles and retail to accelerate its implementation.
During the reporting period, Digital China undertook the spare parts demand forecasting model, EDW, auto financial risk data platform, big data testing platform, and data middle platform projects of many automakers, 4S stores and other industrial chain customers to help customers in the automotive industry Get through the key link of data application; at the same time, provide services such as private domain traffic data mining, risk management, membership management, and data models. Reconstructing new business forms; the self-developed artificial intelligence platform "Jarvis" has achieved scenario feasibility verification in many Fortune 500 companies, and implemented the ChatBot that can be privatized and deployed through the BERT model; and in the field of data security, Digital China Upgraded and launched a data security management and control platform, integrating multiple business subsystem frameworks such as data desensitization, database audit, data classification and hierarchical management, and data security sharing, to comprehensively escort data security.
It is worth mentioning that, as a participant and practitioner in the field of "cloud integration", Digital China is also actively embracing open source. On the one hand, it will continue to strengthen cooperation with open source communities. In 2022, Digital China will officially join CNCF and successfully sign a contract with GitLab, the second largest open source community in the world. On the other hand, Digital China will also cooperate with open source manufacturers to provide industry customers with complete Service capabilities based on open source technology.
Wang Bingfeng emphasized: "Looking forward to the future, Digital China will promote the digital cloud integration strategy in three directions: technical architecture, application scenarios, and digital transformation paths, and continue to build a cloud and data technology system, so that digital cloud integration can truly produce a flywheel effect. value."
Under the background of the country's official release of the "Overall Layout Plan for the Construction of Digital China", which proposes "opening up the main artery of digital infrastructure and smoothing the circulation of data resources", Digital China actively implements the strategy of "digital cloud integration", not only helping customers to continuously The conversion of data into data assets has better empowered the digital transformation of Chinese enterprises, and at the same time helped customers from all walks of life to create new formats, new services and new momentum with unlimited imagination. Its value is undoubtedly important and far-reaching .
"Xinchuang Business" is moving forward steadily
Recently, the high level of the country clearly pointed out that "it is necessary to fight the tough battle for the localization of scientific and technological equipment, operating systems and basic software, encourage scientific research institutions, universities and enterprises to carry out joint research, improve the level of localization and application scale, and strive to realize the early realization of the use of my country's independent research. Platforms, instruments and equipment to solve major basic research problems."
Similarly, in 2022, Digital China will continue to practice "self-reliance and self-improvement" in science and technology, promote independent innovation, and spare no effort to continue "intensive cultivation" in its own brands and innovation industries, helping various industries build a foundation for diverse computing power and "localization" projects .
Specifically, in terms of product and technology research and development, Shenzhou Kuntai series Xinchuang server and PC products continue to iterate, and three new artificial intelligence AI products have completed the "launch". At the same time, since becoming a partner of Huawei Kunpeng and Shengteng in 2020, Digital China's performance in this system has continued to improve, successfully going from fourth place in 2020 to third place in 2021 to second place last year. jump".
In addition, Digital China is also actively deploying application delivery and cloud native, and successfully released the nationally produced and self-developed Yunke Tongming Lake application delivery series products, dual-track ultra-high availability architecture, and around the technological innovation of application servers, it has created a The new-generation cloud-native application delivery engine with independent intellectual property rights continues to strengthen the digital infrastructure capabilities.
Han Zhimin, vice president of Digital China and president of Xinchuang Business Group, said that after years of hard work, Digital China has now formed a system family of multi-category products, and at the same time formed three major categories covering computing networks and terminals, not only for cloud computing and big data Capabilities provide strong computing power support and further lay the foundation for Shenzhou Kuntai's products.
In terms of industry coverage, by focusing on key industries such as operators, finance, government and enterprises, and vocational education, Digital China's "intensive cultivation" in the industry has also achieved remarkable results. Among them, Shenzhou Kuntai series products have been shortlisted for multiple PC server centralized procurement projects of China Mobile and China Unicom with over 100 million yuan; , Zhejiang Rural Credit Bank, Sichuan Bank and other regional banks have also made extensive breakthroughs; in the government and enterprise industry, it has assisted Fujian Provincial Taxation and Xiamen City Taxation in the construction of the "Golden Tax Phase Four" of all-electric invoices, as well as the infrastructure of many governments, state-owned enterprises, and key customers and diverse computing power projects; in the energy industry, it has been shortlisted for many benchmark projects such as State Grid and China Southern Power Grid; in the on-the-job education industry, the first Shenzhou Kuntai Xinchuang Industry College project has also landed in Guangzhou Information Vocational and Technical School.
In fact, with the changes in the external environment, the process of "independent innovation" in China's technology industry has become more urgent. Whether it is to ensure the security of key infrastructure or more Chinese companies to achieve digital transformation, we must realize "localization" as soon as possible from the underlying hardware to basic software. For this reason, Digital China has also proposed three key work directions for the "Xinchuang" business this year:
First, to achieve "advanced" performance in technology, Digital China will focus on building a self-developed server motherboard in 2022. At the same time, based on the new architecture that Huawei will launch in the future, Digital China will also participate deeply, not only in edge computing A series of architecture designs such as boards and standard interfaces, and a self-developed artificial intelligence server will also be launched.
The second is to achieve brand-new breakthroughs in marketing, including using the Qianfan Project and the ecological system of China Kuntai to create an ecological partner system for Digital China's own brand; strengthen regional synergy strategies; and further focus on building benchmark cases in key industries.
The third is to achieve all-round improvement in terms of capabilities, which refers to the continuous optimization of the supply chain to improve the delivery speed and quality of Digital China's own brand; at the product and R&D level, the proportion of self-developed products will continue to increase, and by optimizing product configuration , to realize the construction of differentiated competitiveness; in terms of service experience, it will gradually establish its own service system, and at the same time improve service quality and customer satisfaction.
It is not difficult to see that under the background of accelerating "localization", Digital China is actively practicing and accumulating in the "Innovation" business field, and I believe it will better promote the digital transformation of Chinese enterprises in the future, and lead and drive the entire China Xinchuang industry can go to the next level, and its value can be said to be "not only the present, but also the future."
Unleashing the technology "overlay effect"
Objectively speaking, the continuous implementation of Digital China's "digital cloud integration" strategy in the future is still the key foundation behind the continuous deepening of the "Xinchuang" business. The "superimposed effect" of this technology can better enable various aspects such as products, services, operations, integration, and ecology, so that Digital China can maintain a high-speed growth trend and better achieve high-quality development.
In this regard, Digital China is also increasing investment in the technology side. In 2022 alone, the annual R&D investment will reach 290 million yuan, a year-on-year increase of 21%. At the same time, Digital China’s investment in Hillstone can actually be classified as technology. In the future, Digital China will continue to increase investment in technology companies, and continuously increase the proportion of investment in technology and innovation. More importantly, Digital China has also established an independent technology system based on the digital-cloud fusion new technology paradigm, and launched the research on key technologies of "digital-cloud fusion", which has also achieved good results.
According to Li Gang, vice president and technical director of Digital China, in terms of "digital-cloud integration", Digital China released the "Blue Book of Digital-Cloud Integration", which is a summary of Digital China's methodology in the field of "light consulting" for enterprise digital transformation, and forms The core solution of "Digital-Cloud Integration Workshop" can evaluate the maturity of digital transformation of enterprises.
In addition, in the field of cloud-native platforms, in response to the fragmentation of PaaS and the migration of Xinchuang technology stacks, Digital China is also using cloud-native ideas and technical means to help many enterprises solve pain points; in terms of data security, Digital China's TDMP data desensitization system has expanded It has become a data security management and control platform and formed a product family. At the same time, TDMP has also become the first batch of exclusive data desensitization products launched in the Alibaba Cloud Ecological Integration Certification Center; the MSP business has also achieved the extension of depth and breadth, and can provide enterprises with the MSP+ "platform level" service.
In terms of "Credit Creation" business, Digital China is also firmly promoting the "Credit Creation" three-step strategy, that is, the first is to complete the verification of the business model of the whole machine; the second is to build the competitiveness of standard products; the last is to implement the plan The construction of product competitiveness. Then, after practice in 2022, Digital China has completed the first step, and will consolidate the second step in 2023, and try to take the third step.
To this end, Digital China is also continuing to strengthen its capabilities in three aspects, including iterative capabilities from creating scenarios to product delivery; continuing to promote the platform construction of products; in addition, Digital China has also opened up key software and hardware for future heterogeneous fusion computing Pre-research of integrated technology.
Of course, since 2023, many changes have taken place in the entire technical field. It can be seen that the big language model is having a profound impact on the digital transformation of enterprises; artificial intelligence technology is being used in the fields of supply chain pricing, risk control, and financial customer portraits. Generate greater and greater value; in addition, with the acceleration of the digital transformation of enterprises and the launch of the national "Digital from East to West" project, the demand for computing power efficiency in the entire industry is also greatly increasing.
In this regard, Li Gang finally said: "Facing brand-new demands and challenges, Digital China will also focus on three directions in the field of technological innovation in the future, that is, through further technological innovation, truly transform users' data assets into knowledge, and transform them into At the same time, these new technology platforms, products and solutions can be delivered to users in batches and quickly; focus on the transformation of infrastructure, and achieve another breakthrough in Xinchuang's business through technological innovation."
In general, the entire technology industry is currently entering a cycle of technological intergenerational change. The development of digital cloud integration has led to major changes in the entire software and hardware infrastructure; while the top-level planning of "Digital China" and the overall Chinese-style modernization The layout has created a huge historical opportunity for the entire technology industry. In the process, Digital China, as a technology company that has taken "Digital China" as its original mission since its birth, and took the lead in deploying "digital cloud integration + credit innovation", accelerated the development of Chinese enterprises by "doing what it says" Digital transformation promotes the high-quality development of China's digital economy. This is the core and key to Digital China's ability to maintain a good momentum of revenue growth, and the "growth" and "certainty" behind it are also the hallmarks of this era. choose.
Shenyao's Science and Technology Observation was founded by a senior technology media person, Shenski, who has 20 years of experience in dissemination of enterprise-level technology content. He has long focused on the observation and thinking of industrial Internet, enterprise digitalization, ICT infrastructure, and automotive technology.
