Recently, there has been an endless stream of news about the AI field. First, SORA was born, which led to AI**;
Immediately afterwards, the relevant departments held a special promotion meeting on "AI empowering industry renewal" and enterprise artificial intelligence, emphasizing the importance of developing artificial intelligence and requiring enterprises to take the lead;
Then Nvidia released its latest earnings report, which far exceeded expectations, adding another fire to artificial intelligence.
Affected by this, AI concept stocks once became the focus of the market, such as Meili Cloud, SDIC Intelligence, Guangha Communication, Yimikang, Tongniu Information, Sugon, Zhongfutong, Tianmai Technology, Zhuo Lang Technology, Guoxin Culture, etc.
Among them, there is one company that deserves special attention, or the next national culture!
It is a cloud computing and data center leader with the background of a central enterprise, backed by Huawei and NVIDIAIt has deep technical barriers in the fields of servers, cloud computing, etc., and has strong growth.
Let's take a look, what does this company do?
Founded in 1993 and under the Tianjin State-owned Assets Supervision and Administration Commission, the company is a high-tech enterprise focusing on software development and information technology services.
The company has laid out a number of large-scale data centers across the country, providing one-stop services such as hosting services, bandwidth rental, and server hosting.
In addition, the company also provides customized data center solutions for the needs of different industries to help enterprises achieve digital transformation.
Through the company's financial report data, it can be found that the revenue of software information services has reached 9735% is the company's core revenue**.
So, how is the company performing?
According to the public financial report, the company's operating income and net profit have shown a steady growth trend in recent years.
Especially in 203, when AI broke out and computing power was in short supply, the company's performance ushered in a big explosion. In the first three quarters of 2023, the company achieved operating income of 57.1 billion yuan, a year-on-year increase of 1256%；The net profit attributable to the parent company was 75 billion yuan, a year-on-year increase of 19283%。
This is mainly due to the company's continuous investment and good performance in cloud computing and data center.
In the future, with the acceleration of China's high-level construction in the field of artificial intelligence infrastructure and the growing demand for digitalization, the company's performance is expected to further improve.
So, what are the company's competitiveness in the field of AI?
The first point is that in the blue ocean track, the future space is huge
According to the data of "2022 Data Center***",From 2017 to 2021, the size of China's data center market increased from 512800 million yuan increased to 15000200 million yuan, with an average annual compound growth rate of 308％。
Looking forward to the future, the investment in big data center will grow at a rate of more than 20% per year, and the cumulative investment amount will exceed 3 trillion yuan.
The second point is abundant head customer resources
After more than 30 years of intensive cultivation, the company has accumulated rich customer resources, completed many landmark projects covering education, government affairs, manufacturing, finance and other fields, and established an extensive and solid customer coverage network.
As of now,There are more than 300 leading institutions, more than 10,000 enterprises, and more than 2,600 organizations that have carried out in-depth cooperation with the company.
The third point,The company is deeply bound to Huawei and Nvidia and is expected to fully benefit.
The company is not only an important partner of Huawei, but also has been invited to become a core member of the Kunpeng Computing Industry Alliance, and has in-depth cooperation with NVIDIA in the field of cloud-edge integrated solutions for large-scale model training and promotion for intelligent manufacturing, serving the transformation and upgrading of the real economy through AI computing power collaboration between edge and cloud data centers.
With the rapid development of AI and the continuous explosion of computing power demand, the company's performance is expected to open up room for doubling growth.
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