On March 25, Unisplendour Corporation Limited(000938) ( Unisplendour Corporation Limited(000938) . SZ) disclosed the financial report of 2021. During the reporting period, the company achieved an operating revenue of 67.638 billion yuan, a year-on-year increase of 12.57%; The net profit attributable to shareholders of listed companies was 2.148 billion yuan, a year-on-year increase of 18.51%.
ict infrastructure and service business grew rapidly, and the overall revenue structure continued to be optimized
Changes in performance, Unisplendour Corporation Limited(000938) said that in the first year of China’s 14th five year plan, the company actively grasped the industrial opportunities and new changes in the market environment brought by the rapid development of digital economy, deeply laid out the “core cloud network edge end” industrial chain, and promoted the implementation of the “cloud intelligence native” strategy and the newly upgraded “digital brain” application. The company continues to upgrade ICT infrastructure products and lead the technological development of ICT industry; Comprehensively optimize the digital solutions, cloud services and software development and integration business for the application scenarios of key industries, drive the implementation of more smart projects such as smart city, smart medical treatment, smart transportation and smart education, and enable the digital transformation of industry customers with the full stack of ICT capabilities.
Tianyancha information shows that as the global leader in the construction of a new generation of cloud computing infrastructure and intelligent application services in the industry, Unisplendour Corporation Limited(000938) provides a full stack of ICT infrastructure and services such as network, computing, storage, cloud computing, security and intelligent terminals, mainly including network equipment, servers, storage products, meta computing and cloud services, product security and services, intelligent terminals, etc. At the same time, the company Unisplendour Corporation Limited(000938) also provides one-stop digital solutions for Industry smart applications, as well as full life-cycle services such as top-level design, software development, system integration and operation and maintenance management.
In 2021, all businesses of the company went hand in hand and burst out the vitality of steady growth. From the perspective of product categories, the overall revenue structure of the company continues to be optimized.
Among them, the revenue of ICT infrastructure and service business reached 41.348 billion yuan, a year-on-year increase of 24.81%, and the proportion in operating revenue jumped from 55.14% in 2020 to 61.13%; The business of IT product distribution and supply chain services developed steadily, contributing 30.916 billion yuan of revenue in the whole year, accounting for 45.71% of the total revenue.
multiple products continue to lead the market share
Specific operations to each subsidiary: in 2021, Unisplendour Corporation Limited(000938) holding subsidiary Xinhua 3 Group Co., Ltd. (hereinafter referred to as “Xinhua 3”) continued to focus on the three major markets of Chinese enterprise business, Chinese operator business and international business, with an annual operating revenue of 44.351 billion yuan, a year-on-year increase of 20.52% and a net profit of 3.434 billion yuan, a year-on-year increase of 22.24%. Among them, the business of Chinese enterprises achieved rapid growth, with an operating revenue of 36.258 billion yuan, a year-on-year increase of 22.56%; The business market position of Chinese operators has been continuously improved, with an operating revenue of 6.415 billion yuan, a year-on-year increase of 13.04%, and the annual delivery amount has increased rapidly; The international business showed a good growth trend, with an operating revenue of 1.678 billion yuan, of which the revenue of H3C brand products and services of Xinhua 3 reached 714 million yuan, a year-on-year increase of 48.81%, realizing a high-speed growth.
Ziguang cloud Technology Co., Ltd. (hereinafter referred to as “Ziguang cloud company”), the holding subsidiary of the company, based on the isomorphic hybrid Cloud Architecture, continued to build a core cloud platform and strengthen the ability to build cloud operation and service. In 2021, it achieved an operating revenue of 1.009 billion yuan, a year-on-year increase of 67.84%.
It should be mentioned that the market share of many products of the company continues to lead. According to IDC data, in 2021, the market share of enterprise WLAN in China was 28.4%, ranking first in the market for 13 consecutive years; The market share of Ethernet switch in China is 35.2%, ranking the second in the market; In China, the market share of enterprise network routers increased to 31.3% from 30.8% last year, ranking second in the market; In China, the market share of X86 server increased from 15.4% in the previous year to 17.4%, ranking second in the market; In China, the market share of non-x86 server is 19.5%, jumping from the fourth in the previous year to the first; China’s blade server market share is 47.8%, and continues to rank first in the market; The storage market share in China is 12.6%, ranking second in the market; The market share of security hardware in China is 9.0%, ranking second in the market; In the first three quarters of 2021, the market share of super integration in China was 20.5%, and the market share rose to the first.
Ziguang cloud 3.0 helps customers build a digital brain for digital transformation
In terms of cloud computing and cloud service business, based on homogeneous hybrid cloud technology, Unisplendour Corporation Limited(000938) focus on multi cloud construction, and actively layout new overall solutions for edge cloud and distributed cloud; On the other hand, VDI cloud desktop, UIS super integration and CAS computing virtualization have gone deep into industry scenario applications, and have successively launched diversified schemes for subdivided scenarios of education, medical treatment, finance and enterprises.
In 2021, Unisplendour Corporation Limited(000938) upgraded the cloud and intelligent platform, the core engine of digital brain, and released Ziguang cloud 3.0 based on ziluan platform and oasis platform Ziluan platform has completed all-round upgrading of cloud and intelligent basic platform, low code development platform, active security, unified management of multiple data centers, operation and maintenance and disaster recovery; It also provides SDN capability in pure software, which is completely decoupled from hardware equipment, can easily realize its own rapid iteration, and provides users with seamless coverage of private cloud, public cloud, hybrid cloud, industry cloud and edge cloud; The oasis platform mainly focuses on customer data, providing the ability of data interconnection, second level data analysis, one-stop data governance and development and global data asset management, so as to speed up the realization of data value.
Ziguangyun 3.0 has a one-stop service capability for the whole scene of smart city, government affairs, transportation, education, medical treatment, finance, industrial Internet and other industries, and helps industry customers build a digital brain for digital transformation.
technological innovation driven development spending 4.881 billion yuan to increase R & D
Adhering to taking technological innovation as the development engine, Unisplendour Corporation Limited(000938) has continued to vigorously carry out innovative R & D of products and technologies for many years, always maintained a high level of R & D investment, and the R & D investment capital has increased year by year. According to the financial report of Unisplendour Corporation Limited(000938) 2021, during the reporting period, the company invested 4.881 billion yuan in R & D expenses, a year-on-year increase of 14.15%. Complementing the company’s continued increase in investment in ICT technology and solution R & D, this also laid a solid foundation for the rapid development of the company’s business and the improvement of market share.
Up to now, the total number of Unisplendour Corporation Limited(000938) patent applications has accumulated more than 12000, of which more than 90% are invention patents. The company has mastered core technologies in key fields such as network, server, storage, cloud computing and security, including comware, ADNET, U-CENTER, cloudos, onestor, BIOS, BMC and other platforms, core underlying software and corresponding hardware product IP, and has established a broad technical moat.
Panorama learned that with technological innovation as the core engine, Unisplendour Corporation Limited(000938) has R & D centers in Beijing, Hangzhou, Hefei, Zhengzhou, Chengdu, Chongqing, Guangzhou and other places, with many R & D teams with rich experience and excellent technical ability, and R & D personnel account for more than 40% of the total number of workers of the company.
In terms of service capacity, Unisplendour Corporation Limited(000938) has set up more than 40 offices across the country, with more than 4000 sales personnel and more than 20000 cooperative distributors, which has laid a good foundation for the expansion of business scale. At the same time, the company has established subsidiaries in 12 countries including Malaysia, Thailand, Indonesia, Pakistan, Russia, Kazakhstan, Japan, South Africa, Mexico, Turkey, Singapore and the Philippines, and has certified more than 800 overseas partners. Overseas sales channels have been gradually expanded to provide high-quality products and services to customers all over the world.
2022 business focus on four aspects, cloud service model transformation continues to promote
In recent years, digital economy has gradually become an important engine of global economic growth. China attaches great importance to the development of digital industry. In the first year of the 14th five year plan, the scale of China’s digital industry has been growing and its development toughness has been significantly enhanced. With the development of digital economy, the transformation and upgrading of traditional industries to digitization, networking and intelligence has accelerated. The transformation and upgrading of industrial digitization has become a key leading force driving the development of digital economy, further stimulating the market demand for Beijing Vastdata Technology Co.Ltd(603138) ‘s storage, processing, computing and analysis, and increasing the enterprise’s investment demand for new infrastructure such as data center, cloud computing and artificial intelligence
Industry insiders pointed out that as the global leader in the construction of a new generation of cloud computing infrastructure and industry smart application services, Unisplendour Corporation Limited(000938) has leading digital technology, a full range of key software and hardware products required for the construction of a new generation of information infrastructure, rich experience in industry digital construction and operation, profound customer resources and many excellent partners. At present, facing the opportunities brought by the integrated development of a new generation of digital technologies represented by cloud computing, big data, artificial intelligence and 5g, the company’s operation is expected to maintain rapid growth in the future.
According to the business plan, in 2020, Unisplendour Corporation Limited(000938) will carry out a series of work around technology and application innovation, organizational structure optimization, business model innovation and operation efficiency improvement, so as to continuously promote the implementation of the strategic goal of “digital solution leader”. Through the strategy of deeply cultivating the government and enterprise market, continuously building a new strategic partnership with operators, vigorously expanding commercial market and steadily developing overseas market, Promote the high-quality development of the company. Deepen the company’s market expansion and brand promotion in the field of cloud and intelligence, cooperate with ecological partners to carry out intelligent application innovation, and accelerate the company’s transformation to cloud service mode.
