On March 8, Gao nianshu, executive director and CEO of AsiaInfo technology, a Hong Kong listed company, said at the 2021 earnings performance communication meeting that the "three new" business contributed more than 90% of the company's revenue increment in 2021 and has become the main driving force driving the company's overall revenue growth.
AsiaInfo technology is a provider of software products, solutions and services, as well as an integrated cloud management service provider. The 2021 annual performance report shows that the company achieved a revenue of 6.895 billion yuan, a year-on-year increase of 14.5%; The gross profit was 2.645 billion yuan, a year-on-year increase of 14.8%.
Gao nianshu said that the steady growth of performance was mainly due to the development of "three new" business. The operating revenue of "three new" business in 2021 was 1.568 billion yuan, a year-on-year increase of 101%. The company's "three new" business includes dsaas business, vertical industry, cloud and OSS network support system. Among them, the dsaas business with the highest revenue realized a revenue of 730 million, a year-on-year increase of 107.5% and a gross profit margin of 38.4%; The revenue of vertical industry and shangyun reached 425 million yuan, a year-on-year increase of 135.6%, with the fastest growth rate in the "three new" business. At present, the "three new" business accounts for 22.7% of the company's business, further increasing compared with 2020.
According to Gao nianshu, in terms of orders, the new orders signed by the company increased by more than 10% in 2021, the new orders signed by the traditional business maintained a stable scale, and the new orders signed by the "three new" business increased by more than 40% year-on-year.
The company said that the business model of dsaas has been further diversified, and has opened up a variety of operation modes, such as paying by result and sharing, paying by project, and paying for the integration of construction and operation. Operator customers have been extended to more than 10 provinces, and provide integrated services for government big data operation and construction and solutions for enterprise private domain traffic operation.
In terms of vertical industry and Enterprise Cloud business, the number of customers of this business increased from 85 in 2020 to 132, focusing on five industries: government affairs, finance, postal service, transportation and energy. For example, in the field of government affairs, we formed replicable solutions around digital government and obtained benchmark projects such as Shanghai data platform and Jieshou Digital City brain; Establish strategic cooperation with mainstream cloud manufacturers, realize the starting amount of projects delivered with Alibaba cloud, and sign the first ten million yuan project with Tencent cloud.
Huang Ying, senior vice president and CFO of AsiaInfo technology, said that in order to help the development of the "three new" business, the company increased its R & D efforts in emerging business directions in 2021, such as multi-party secure computing, federal learning, edge AI, digital twin and other new technology products. According to the 2021 performance report, the company's R & D expenses were 1.006 billion yuan, a year-on-year increase of 19.7%, accounting for 14.6% of its operating revenue.
It is worth mentioning that AsiaInfo technology completed the acquisition of 94.23% equity of iResearch consulting in January 2022 and became the controlling shareholder of iResearch consulting. "IResearch consulting has seven capabilities: consulting planning, product R & D, implementation and delivery, system integration, intelligent decision-making, data operation and customer service. This acquisition is conducive to AsiaInfo technology becoming a digital intelligence full stack capability provider and providing customers with end-to-end customer service." Huang Ying said.
