On the last trading day before the Qingming holiday, Digital China Group Co.Ltd(000034) ( Digital China Group Co.Ltd(000034) . SZ) shares closed at 15.18 yuan / share, up 5.34%. It was close to the daily limit, which attracted the attention of investors.
A few days ago, Digital China Group Co.Ltd(000034) released its annual report for 2021, which showed that the company achieved an operating revenue of 122385 billion yuan, a year-on-year increase of 32.94%; Breaking through 100 billion yuan for the first time; Deduction of non net profit was 672 million yuan, with a year-on-year increase of 3.14%. It is worth noting that Digital China Group Co.Ltd(000034) accumulated R & D investment of 240 million yuan in 2021, with a year-on-year increase of 32%, and continued to improve the service and delivery capacity of digital transformation.
At the performance exchange meeting, Digital China Group Co.Ltd(000034) revealed that the future strategy will be upgraded to “digital cloud integration” strategy Guo Wei, chairman and President of Digital China Group Co.Ltd(000034) group, said that “digital cloud integration” is a feature of the digital economy era. 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. The combination of the two will produce a new economy.
three major businesses maintain rapid growth
Digital China Group Co.Ltd(000034) ‘s business mainly includes three areas: cloud computing and digital business, information innovation business and it distribution and service business.
In 2021, Digital China Group Co.Ltd(000034) cloud computing and digital transformation business continued to lead, and cloud native Digital Native released kinetic energy. The revenue reached 3.88 billion yuan, a year-on-year increase of 46%; Among them, the revenue from cloud resale business (AGG) was 3.44 billion yuan, a year-on-year increase of 45%, and the revenue from cloud management services and digital transformation solutions business (MSP + ISV) was 450 million yuan, a year-on-year increase of 54%.
Last year, Digital China Group Co.Ltd(000034) released a new technology strategy for building a new engine of enterprise digital transformation for cloud native and digital native, expanded the whole stack of cloud native solutions and products, helped enterprises build a value driven agile transformation path, created an organizational business form with data as the core, and enabled enterprise digital transformation.
In terms of cloud management service business (MSP), Digital China Group Co.Ltd(000034) further improved the cloud management service capability in the whole life cycle, implemented multiple Devops, container and micro service related projects in the actual scene of customers, and actively expanded the delivery capability and solutions of cloud native technology; While deepening the cloud partner ecosystem with 3A as the core, we will actively broaden the cloud resource circle.
It is understood that Digital China Group Co.Ltd(000034) will also expand its vision to the global cloud market in addition to in-depth cooperation with several major cloud manufacturers in China, such as Huawei, Tencent and Alibaba Digital China Group Co.Ltd(000034) in 2021, it also complemented the service capability based on Google cloud through the acquisition of gopomelo and launched the landing delivery. The company is a partner of Google cloud and Facebook in Southeast Asia, and has maintained double-digit growth under the continuous impact of the epidemic in Southeast Asia last year.
In terms of digital solutions (ISV), based on the strong technical strength and rich experience accumulated by leading customers in the service industry for many years, it continues to provide industrial digital solutions for customers in retail, FMCG, automobile, cultural tourism, finance and other industries, especially in data desensitization, data analysis and cloud data application development. In addition, through the Supercomputing Center with the characteristics of digitization, visualization and intensification, a new benchmark for computing power application has been successfully created, which provides a reference example for “computing from the east to the west” and the supply of diversified computing power.
In addition, the revenue of independent brand business accelerated to 1.65 billion yuan, a year-on-year increase of 127%, of which the revenue of Xinchuang business was 1.15 billion yuan, a year-on-year increase of 236%. It distribution and service business also achieved substantial growth and continued to maintain industry leadership. During the reporting period, Digital China Group Co.Ltd(000034) traditional business and microelectronics business increased significantly, and the marketing system was further upgraded.
participate in digital computing from the east to the West and start digital cloud integration
On February 17, the “national information and communication engineering Commission” and the “national information and Communication Engineering Office” jointly issued the documents of the “central information and communication engineering Commission” and the “national information and Communication Engineering Office”. In March this year, the plan report submitted to the fifth session of the 13th National People’s Congress for review proposed that the implementation of the project of “counting from the east to the west” is calling for an efficient “computing network” in the digital age.
In this regard, Guo Wei believes that “counting from the east to the west” is another important strategic layout of China, which orderly guides the computing power demand of the east to the west, optimizes the construction layout of the data center, and promotes the coordinated linkage between the East and the West. “I think the core of ‘computing from the east to the West’ is to solve the problems in our social development and form a new infrastructure. Building a new infrastructure to support massive data analysis, data computing and data transactions is a necessary foundation, and data cloud integration is the future trend.” This is Digital China Group Co.Ltd(000034) the work to be done in “counting East and counting West”. Guo Wei said.
For the strategic planning of digital cloud convergence in the future, Wang Bingfeng, Chief Strategic Officer of Digital China Group Co.Ltd(000034) group and head of cloud business group, further explained that the core of “digital cloud convergence” strategy is to establish the ecology of Shenzhou cloud within the framework of Shenzhou cloud and further promote Digital China Group Co.Ltd(000034) independent brand innovation. On this basis, Digital China Group Co.Ltd(000034) will build key products in the field of cloud and digital, forming the engine of enterprise digital transformation. In addition, we should use ecological forces to build a fully integrated service platform to form the service capacity of all participants in the ecosystem.
“Digital cloud integration is the feature of digital economy. Data is the factor of production. The factor of production depends on the combination of technological paradigm, and cloud is the technological paradigm in the era of digital economy. The combination of the two will produce a new economy.” Guo Wei said, ” Digital China Group Co.Ltd(000034) will be committed to transforming industry experience data into knowledge map, forming industry data assets, and then using cloud tools to help enterprise users in all walks of life realize digital transformation.”
It is noteworthy that Digital China Group Co.Ltd(000034) invested 240 million yuan in R & D in 2021, with a year-on-year increase of 32.21%. For future financial planning, Digital China Group Co.Ltd(000034) chief financial officer Chen Zhenkun said that he proposed the overall business guiding ideology in 2022, hoping to further adjust the business structure, improve quality and efficiency, and increase investment in R & D.
Soochow Securities Co.Ltd(601555) research report believes that Digital China Group Co.Ltd(000034) continues to increase R & D investment to help the take-off of information innovation and cloud business. Yunhe Xinchuang’s business products have superior performance and have been recognized by customers. The industry Xinchuang’s market space has been opened, and the company is expected to obtain a large market share.
