Digital economy, “counting from the east to the west” and digital RMB are considered as the main investment lines in 2022, and also the focus of investors’ attention at the two consecutive performance description meetings held on the afternoon of March 31 Digital China Information Service Company Ltd(000555) ( Digital China Information Service Company Ltd(000555) . SZ) and Digital China Group Co.Ltd(000034) ( Digital China Group Co.Ltd(000034) . SZ).
Guo Wei, chairman of the board of directors, Digital China Information Service Company Ltd(000555) chairman, Digital China Group Co.Ltd(000034) chairman and President of Shenzhou Holdings (00861. HK), said frankly in response to investors’ questions about the layout of “counting from the east to the west”. From the perspective of enterprises, he summarized it as: integrate into the two ecosystems of cloud and Xinchuang, and then solve the problems in social development such as double carbon, so as to form a new infrastructure.
Referring to the digital economy, Guo Wei said, “we do scenario finance, which is to connect industrial data assets and financial assets to realize the liquidity and tradability of data assets, so as to promote the development of digital economy.”
For digital RMB, Guo Wei said, “for digital RMB, we start with payment. In addition to consumer payment, we also hope to provide payment tools in supply chain, trade and other aspects.” Digital China Information Service Company Ltd(000555) annual report shows that at present, its digital RMB solution has been implemented in nearly 20 banks.
With the increase of the signing scale of software services, the business structure of Digital China Information Service Company Ltd(000555) has changed. ” Digital China Information Service Company Ltd(000555) is a financial technology company worthy of its name; Digital China Information Service Company Ltd(000555) business structure has undergone substantial changes. We have changed from 60-70% of integration in everyone’s impression to focusing on soft services.” Digital China Information Service Company Ltd(000555) chief financial officer and secretary Liu Weigang said.
The financial Associated Press reporter learned from the performance meeting that, on the one hand, the growth of Digital China Information Service Company Ltd(000555) overall contract signing and revenue scale in 2021 basically comes from financial technology business; On the other hand, the growth rate of the signing scale of software services is significantly higher than that of hardware based integration services.
The annual report disclosed that Digital China Information Service Company Ltd(000555) achieved a revenue of 11.356 billion yuan in 2021, a year-on-year increase of 6.27%; The net profit attributable to the parent company was 376 million yuan, a year-on-year decrease of 20.92%; The net profit attributable to the parent company after deducting non-profit was 315 million yuan, with a year-on-year increase of 46.14%. Meanwhile, the total amount of contracts signed by the company in the whole year was 11.997 billion yuan, a year-on-year increase of 4.88%.
Digital China Group Co.Ltd(000034) is focusing on the development of cloud computing and digital transformation business. In 2021, the business revenue was 3.88 billion yuan, with a year-on-year increase of 46%. Executives also made a large presentation on cloud computing and digitization at the performance meeting. Wang Bingfeng, vice president, said that the company has covered the world’s mainstream public cloud resources. The financial Associated Press reporter learned that gopomelo acquired by the company has been consolidated since March 2021, and maintained double-digit growth in 2021.
According to the financial report, Digital China Group Co.Ltd(000034) achieved a revenue of 122.4 billion yuan, a year-on-year increase of 33%; The net profit attributable to the parent company was 238 million yuan, a year-on-year decrease of 61.85%; The net profit attributable to the parent company after deducting non-profit was 670 million yuan, with a year-on-year increase of 3.14%.
In addition, Shenzhou holdings, a Hong Kong listed company, also disclosed its annual report on March 30. Its revenue in 2021 was HK $20.539 billion, a year-on-year increase of 3.63%; The net profit attributable to the parent (excluding the impact of share based payment expenses and minority shareholders’ equity) was HK $818 million, an increase of 21% year-on-year.
According to the equity incentive target of Shenzhou holdings for 20202022, the targets of the first two years have been completed, and the profit target of 2022 is set at HK $1.2 billion.
Shenzhou holdings focuses on space-time big data and artificial intelligence. In 2021, its sales revenue of big data products was HK $353 million, with a year-on-year increase of 102% and a gross profit margin of 83%.
Guo Weiyi also briefly summarized the overall development pattern of the three listed companies in the future: focusing on the transformation of financial data assets and the rapid application and release of scenario finance, he carried out innovation in big data fields such as underlying technology, data platform and cloud management platform.
