On April 22, Beijing Asiacom Information Technology Co.Ltd(301085) released its first annual report since listing. During the reporting period, the company achieved a revenue of 1.176 billion yuan, a year-on-year decrease of 3.01%; The net profit attributable to the parent company was 706287 million yuan, a year-on-year decrease of 28.73%. The company plans to distribute cash dividends of 12.50 yuan (tax included) to all shareholders for every 10 shares, with a total of 100 million yuan (tax included).
According to the division, the revenue of IT equipment sales business (computing equipment sales) in 2021 was 823286 million yuan, a year-on-year decrease of 8.54%, of which the revenue of cloud and digital solutions business was 19.35 million yuan, a year-on-year increase of 61.15%. The revenue of it operation and maintenance service business (comprehensive service of computing infrastructure) in 2021 was 351591 million yuan, with a year-on-year increase of 12.74%.
For the company’s performance, Beijing Asiacom Information Technology Co.Ltd(301085) said it was in line with the development status of the industry. In 2021, covid-19 epidemic and international trade friction continued, unilateral trade protectionism rose, global logistics and supply chain were significantly affected, computing infrastructure industry was also affected accordingly, and the industrial supply chain was unstable. The sanctions in the semiconductor field led to a crisis for suppliers. The original main suppliers were short of supply, which put great pressure on the company’s operation. In addition, the rapid development of the computing infrastructure integrated service industry has been valued, and the industry competition has intensified. In order to maintain competitiveness and increase market share, the company’s gross profit margin has been affected.
actively layout “counting from the east to the west”
open up a new growth pole of the company
In February this year, the national development and Reform Commission and other four departments jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Bay area, and planned 10 national data center clusters. The project of “counting from the east to the west” was officially launched. Taking advantage of the spring breeze that many leading manufacturers in China have arranged the “East digital West computing” computing infrastructure park one after another, Beijing Asiacom Information Technology Co.Ltd(301085) actively arranged the comprehensive operation and maintenance and management services of the “East digital West computing” national computing infrastructure Park and hub nodes, and opened up a new growth pole of the company.
Beijing Asiacom Information Technology Co.Ltd(301085) mainly focuses on the data center and Internet industry, providing IT equipment sales business (system integration) for government and enterprise customers, as well as cloud and digital solution services for government and enterprise digital transformation; At the same time, it also provides it operation and maintenance services to the computing power park, data center, intelligent computing center, etc. The company’s main customers include Alibaba, Tencent, Baidu, byte beat, Didi, meituan, Sina, Sohu, etc.
Among the data centers that Beijing Asiacom Information Technology Co.Ltd(301085) currently provides it operation and maintenance services, seven were selected into the list of typical cases of national new data centers (2021) released by the Ministry of industry and information technology, namely Beijing Youfu Yongfeng cloud computing data center, China United Network Communications Limited(600050) Langfang cloud data center, Alibaba Jiangsu cloud computing Nantong data center, China United Network Communications Limited(600050) Hohhot cloud data center, and China Mobile Beijing Tianjin Hebei (Tianjin) Xiqing data center, Around the capital Taihang Mountain energy information technology industry base and Baidu cloud computing (Yangquan) data center.
In order to help the company embrace the industry explosion opportunities brought by “counting from the east to the west” in a short period of time, Beijing Asiacom Information Technology Co.Ltd(301085) actively invested human and financial resources, developed systematic course materials in the field of computing infrastructure management and operation and maintenance training, precipitated dozens of senior lecturers and developed professional training courses.
R & D investment is increasing
2022 revenue plan to achieve 20% – 30% growth
In 2021, the company made great progress in R & D Beijing Asiacom Information Technology Co.Ltd(301085) on the basis of meeting the company’s internal system requirements and ensuring normal use, strengthen investment in hybrid cloud platform, computing infrastructure operation and maintenance, data center construction and other fields, actively explore new industrial chain direction, and explore and try smart government and other projects.
In recent years, the company has continuously increased R & D investment and continuously improved the professional management level in the process of product R & D. From 2019 to 2021, the company’s R & D investment continued to rise, reaching 9.5804 million yuan, 103746 million yuan and 107324 million yuan respectively, accounting for 0.71%, 0.86% and 0.91% of R & D investment respectively.
According to Beijing Asiacom Information Technology Co.Ltd(301085) ‘s 2022 business plan, the company’s management will adhere to the company’s long-term development goals and based on the company’s development strategy, and achieve an overall revenue growth of 20% – 30% in 2022. In order to achieve this goal, the company will pay close attention to business opportunities, rely on various business divisions to realize effective order and revenue transformation, and strive to achieve the annual business objectives with high quality; Actively follow up the progress of international layout of advantageous customers and strive to explore overseas markets; Actively respond to and follow the national policies, closely follow the latest measures of the state and local governments around the “counting from the east to the west” project, and closely communicate with internet manufacturers and other ICT ecological partners to achieve a breakthrough in the operation and management of infrastructure at the park level and node level. The company will also continue to practice hard, increase R & D investment, actively improve the digital operation system and tools of computing infrastructure, and explore the establishment of value management and operation methodology system for the whole life cycle of computing infrastructure.
