On the evening of January 30, SIE Information (300687SZ) announced its 2023 annual results. The annual operating income is expected to be 238.5 billion yuan-261.2 billion yuan, 5%-15% over the same period last year; Net profit attributable to the parent company 2600 million yuan-30 billion yuan, compared with the same period last year**422%-20.26%。In 2023, the world economic situation is turbulent, SIE has shown strong development resilience and achieved steady growth in annual performance.
Looking back on 2023, SIE will have a comprehensive strategic layout, vigorously invest in R&D and innovation, and actively implement practice. It has a leading edge in the field of ERP and MES, gives full play to its resource integration capabilities and significant positive synergies, further improves its business development speed in the field of pan-ERP enterprise informatization and industrial digital self-developed products, and continues to develop the national business market and penetrate into the market of central state-owned enterprises. SIE said that the company continues to focus on customer expansion in high-prosperity industries, continues to consolidate its dominant position in advantageous industries in the field of intelligent manufacturing, and at the same time fully embraces the domestic ecology, further opens up the central state-owned enterprise market in pan-ERP, and strives to maintain the high-quality development of the company's basic business.
At present, the application of ERP software in China is mainly concentrated in the manufacturing industry, and the manufacturing industry is the main contribution industry to the ERP software market, with a market share of 41%. IDC predicts that the global ERP market will be close to $3 billion in 2024, with an average annual compound growth rate of about 16%. It is expected that the scale of China's ERP software market will reach about 68.2 billion yuan in 2027, with an average annual growth rate of about 11%, maintaining a medium and high-speed growth, higher than the global average growth rate.
In 2023, Huawei announced the success of its independent and controllable MetaERP R&D, and SIE attended the pledge meeting as Huawei's MetaERP core partner and was commended. SIE has been cooperating with Huawei for many years, and this cooperation further deepens the "domestic substitution" strategy. IFC** said that if Huawei launches commercial ERP products, it is expected that relevant partner manufacturers will benefit deeply. SIE's future performance growth may have greater imagination.
In order to promote the company's business process in the country, SIE Information wholly acquired Sinobo to improve the business layout of digital construction in the northern region, central enterprises and group enterprises. The acquisition further enhanced the company's market share in the field of digital construction of central enterprises and group enterprises with great development potential and strong momentum; Further accelerate the company's business development in the field of pan-ERP enterprise informatization and industrial digital self-developed products.
As an important force in the digital transformation of the manufacturing industry, the industrial Internet continues to help the digital and intelligent transformation of thousands of industries. On January 19, 2024, the Ministry of Industry and Information Technology said that at present, China's industrial Internet has entered a new stage of large-scale development. "From the perspective of industrial scale, it is expected that the scale of core industries will reach 1 in 202335 trillion yuan. ”
As the scale of the industrial Internet continues to expand, SIE, as a leading manufacturer of intelligent manufacturing, digital transformation and industrial Internet solutions, continues to empower manufacturing enterprises with digital IoT. The self-developed SIE Gushen Industrial Internet Platform was selected as a "double-cross" platform, becoming the first national-level "double-cross platform" cultivated locally in Guangzhou and entering the "first echelon" of the national industrial Internet strategic development. Through self-developed industrial software, it continues to empower the high-quality development of manufacturing enterprises, and has ranked first in the market share of high-tech electronic MES for two consecutive years. SIE empowers enterprises with forward-looking vision and innovative technology, and its competitiveness and innovation continue to be recognized by industry authorities.
At the same time, 2023 is also the first year of the outbreak of AI large models, riding the wind of AIGC (generative artificial intelligence), the wave of large models has swept the world and continues to be hot. According to data from the qubit think tank, the market size of China's AIGC industry will be about 17 billion yuan in 2023, and the market size is expected to reach the trillion yuan level in 2030. "In recent years, China's artificial intelligence industry has flourished, with a core industry scale of 500 billion yuan.
SIE became the first batch of partners of the "Pangu Model" and worked with HUAWEI CLOUD to promote the implementation of the large model in the manufacturing industry. We used AI to empower self-developed product innovation, released Shanmou GPT, and launched the industry's first industrial AI weapon, "SIE Industrial Brain", to continue to promote the transformation and upgrading of the industry.
In 2023, SIE will actively respond to national policies, keep up with the market development boom, help the innovation and development of the industrial Internet, and continue to promote the transformation and upgrading of digital intelligence and the market layout of central state-owned enterprises.
At the beginning of the new year, Mr. Zhang Chengkang, chairman of SIE, showed full confidence in the future development of SIE. In response to the company's performance outlook, Zhang Chengkang said, "According to the current layout, the company can maintain a certain volume of growth, and has a greater certainty of achieving continuous improvement in business scale and quality every year." In 2024, SIE will propose a four-step policy: first, focus on investment in central state-owned enterprises; secondly, increase continuous investment in self-developed products; the third is to accelerate the pace of internationalization; Fourth, we need to further build and optimize the ecosystem partnership system.
In the future, SIE will adhere to the guidance of scientific and technological innovation, continue to focus on key core technologies, empower the high-quality development of enterprises, and contribute to the construction of a strong country in science and technology.