the annual report of Yimikang Tech.Group.Co.Ltd(300249) ( Yimikang Tech.Group.Co.Ltd(300249) . SZ) shows that the company’s operating income in 2021 reached 1.449 billion yuan, an increase of 7.67%, and the net profit attributable to shareholders of listed companies was 30.201 million yuan, which turned loss into profit, deducting non net profit. Similarly, the basic earnings per share reached 0.069 yuan.
Yimikang Tech.Group.Co.Ltd(300249) ‘s business includes the field of information and data and the field of environmental protection governance. The former accounts for more than 80% of the revenue. The combined sales amount of the company’s top five customers can account for 47.82% of the total annual sales. In fact, the sharp rise in February is precisely because the market takes Yimikang Tech.Group.Co.Ltd(300249) as one of the main positions of the concept of “counting from the east to the west”. On the disk, from February 8 to March 16, Yimikang Tech.Group.Co.Ltd(300249) accumulated an increase of 203.3%, with a considerable rise.
“Number” in “Eastern digital computing and Western computing” refers to data, and “computing” refers to computing power, that is, the processing capacity of data. Eastern digital computing and Western computing is to orderly guide the computing power needs of the east to the west, optimize the construction layout of the data center and promote the collaborative linkage between the East and the west by building a new computing power network system integrating data center, cloud computing and big data.
On January 2, 2022, the national development and Reform Commission, the Internet Information Office, the Ministry of industry and information technology and the Energy Administration jointly issued a notice, and 8 National Computing hub nodes and 10 national data center clusters completed the reply. These eight hub nodes are Beijing Tianjin Hebei, Yangtze River Delta, Guangdong Hong Kong Macao Great Bay area, Chengdu Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia. According to the layout of the national integrated big data center system, the eight national computing hub nodes will serve as the backbone connection points of China’s computing network, develop data center clusters, carry out the collaborative construction between data centers and networks, cloud computing and big data, and serve as the strategic fulcrum of the national “East data West computing” project, Promote the orderly transfer of computing resources to the west, and promote the solution of the imbalance between the supply and demand of computing resources in the East and the West.
Yimikang Tech.Group.Co.Ltd(300249) as a green solution service provider for the whole life cycle of data center infrastructure, it has the layout of the whole industrial chain of infrastructure covering the key equipment of data center, intelligent engineering, IOT software and intelligent service. It can provide customers with overall services of green energy conservation, intelligent energy integration and intelligent operation and maintenance. Its technologies and products are widely used in the Internet, government, operators, finance, energy, military industry, electric power Public security, transportation, medical treatment, education, people’s livelihood and many other downstream industries. It is reasonable to be concerned by the market.
Source: Announcement
However, in the reply letter on March 1, Yimikang Tech.Group.Co.Ltd(300249) also clearly stated that the state’s promotion of the “East digital West computing” project and the construction of computing power hub nodes can create certain market opportunities for the company’s business in the field of information and data. However, the “East digital West computing” project is still in its infancy. In the short term, the start of the project has no direct impact on the company’s business. In the long term, There is also great uncertainty about its impact on the company’s performance. After all, it has been nine months since the project policy of “counting from the east to the west” was first released. The business of Yimikang Tech.Group.Co.Ltd(300249) information and data field has not changed substantially. From the perspective of financial data, the performance of the company’s information and data field in 2021 has not increased explosively.
Source: Announcement
In addition, sun Yizheng, the controlling shareholder and actual controller of Yimikang Tech.Group.Co.Ltd(300249) and sun Haohao, the daughter of Mr. and Mrs. Zhang Wan, reduced 3216100 shares, 537500 shares and 40000 shares of the company by means of centralized bidding transaction on February 22, February 23 and February 25, 2022, respectively, accounting for 0.74%, 0.12% and 0.01% of the total share capital of the company, with a total reduction of 3793600 shares, accounting for 0.87% of the total share capital of the company. After the reduction, sun Haohao held 1360964 shares of the company, accounting for 0.31% of the total share capital of the company.
