On March 31, at the annual offline performance exchange meeting of Digital China Group Co.Ltd(000034) 2021, Guo Wei, chairman and President of Digital China Group Co.Ltd(000034) group, told the reporter of Securities Daily that cloud is the technical paradigm of digital economy.
In 2021, Digital China Group Co.Ltd(000034) released a new technology strategy for cloud native and digital native, focusing on promoting the technological upgrading of cloud service capability, consolidating the capability of independent brand products and solutions, and enabling enterprises to make digital transformation.
On this basis, Digital China Group Co.Ltd(000034) annual revenue exceeded 100 billion yuan for the first time. According to the financial report, Digital China Group Co.Ltd(000034) 2021 achieved an operating revenue of 122.4 billion yuan, a year-on-year increase of 33%; Deduct non net profit to achieve 670 million yuan. Among them, Digital China Group Co.Ltd(000034) cloud computing and digital transformation business realized a revenue of 3.88 billion yuan, a year-on-year increase of 46%. Specifically, the revenue of cloud resale business (AGG) was 3.44 billion yuan, a year-on-year increase of 45%; Cloud management services and digital transformation solutions business (MSP + ISV) revenue of 450 million yuan, an increase of 54%.
cloud service upgrade
From the gradual popularization of cloud native in 2019 to the full application of cloud native in 2020, the technology of cloud native is gradually maturing and accelerating its implementation.
On March 21, the cloud native white paper "native cloud application enterprise innovation road" released by IDC showed that nearly 50% of enterprises have applied cloud native technology to the core and sub core systems of the production environment, and 83% of enterprises will continue to increase their investment in cloud native technology. IDC predicts that the proportion of new production level cloud native applications in new applications will increase from 10% in 2020 to 60% in 2024.
"Cloud native represents the 2.0 era of cloud technology development , it realizes the interconnection and application of cloud and infrastructure." Li Gang, technical director of Digital China Group Co.Ltd(000034) group, said that in essence, the cloud native technology system is very large, involving hundreds of technical details. However, from the perspective of customers, there are actually several biggest obstacles to adopting cloud native, which is also the focus of the company: first, the two major fields of cloud native application management and cloud native platform management form a solution series through strategic cooperation and self-research, To solve the biggest pain points of customers in the process of adopting cloud native technology; Second, before the adoption of cloud primitives, the main value of cloud lies in the integration of resources. After the emergence of cloud native technology, the value of cloud will be upgraded to an innovative platform.
\u3000\u3000 "In fact, Digital China Group Co.Ltd(000034) cloud business can be divided into three parts: first, AGG, including resale, public cloud IAAs, PAAS, etc., which needs to expand market share; but the value of resale alone is not high, so the company also needs to increase the business of value-added services, that is, the second part of MSP, including platform construction, etc., which has set a high growth goal; third, seek breakthroughs in key core technologies to form a platform based on Cloud native products with independent intellectual property rights. " Guo Wei said.
In 2021, Digital China Group Co.Ltd(000034) msp content performed well Wang Bingfeng, Chief Strategic Officer of Digital China Group Co.Ltd(000034) group and head of cloud business group, highlighted that the revenue of "MSP service + ISV business with data scheme as the core" increased by more than 50% when introducing cloud services.
Especially in the context of digital transformation, enterprises need to migrate their workload to the cloud through professional cloud services; In the process of migration, enterprises also need to constantly realize application modernization and data value; Finally, enterprises also need to build their innovation platforms and capabilities on the cloud, which happens to be the three areas involved in MSP.
In 2021, in terms of cloud management service business (MSP), Digital China Group Co.Ltd(000034) further improve the cloud management service capability in the whole life cycle, implement multiple Devops, container and micro service related projects in the actual scene of customers, and actively expand the delivery capability and solutions of cloud native technology; While deepening the ecosystem of cloud partners with 3A as the core, it broadened the cloud resource circle, became the partner of Huawei cloud in the same boat and the first batch of CSP service certification partners of Tencent public cloud, supplemented the service capability based on Google cloud through the acquisition of gopomelo, and launched the implementation and delivery.
Wang Bingfeng, for example, once helped a world top 500 retail enterprise build a customer data platform through cloud technology, got through its data on 33 brands in 11 countries in the Asia Pacific, completed data accurate customer marketing and product recommendation through omni-channel and cross brand consumer behavior analysis, and realized the effective improvement of ROI.
why digital cloud convergence
During this exchange, digital cloud integration has also become a hot topic, and more than one investor affirmed this concept.
Wang Bingfeng said, "through the market accumulation in the past few years, we have found that , many enterprises have accumulated strong capabilities in the cloud, and more and more enterprises have invested in technology research and development at the data level. However, the success of large international enterprises is not only the use of cloud and data technologies, but the integration of the two."
"Based on the full stack cloud capability, Digital China Group Co.Ltd(000034) has accumulated in the public cloud business. In addition, the company has also tried many ways at the level of the complete data service industry chain, and the independent product and service model is emerging. Under this background, in 2021, Digital China Group Co.Ltd(000034) launched the digital cloud integration strategy." Wang Bingfeng further said.
In Guo Wei's view, both digital reality and digital intelligence at this stage remain at the information level. Informatization includes cybernetics, system theory and information theory, which is about signal transmission and feedback. Digital cloud integration is the feature of digital economy. Data is a factor of production, which depends on the combination of technological paradigm. Cloud is the technological paradigm in the era of digital economy, and data is an asset. The combination of the two will produce a new economy.
