Entrepreneurial Dark Horse (300688.)SZ) announced on January 29, 2024 that on January 29, 2024, the entrepreneurial dark horse was investigated by Harvest** and other institutions, and Xu Wenfeng, deputy general manager and secretary of the board of directors of the entrepreneurial dark horse, participated in the reception and answered the questions raised by the research institutions.
The details of the research institutions are as follows: He Mingxiao, Harvest**; Zhao Weibo, Guosheng**.
The main contents of the survey:
First, the basic information of the company.
Over the years, the company has been focusing on the core business logic of helping small and medium-sized enterprises accelerate their growth, from founder training and counseling to enterprise services, providing services that accompany the whole life cycle of small and medium-sized enterprises around the core elements of enterprise growth. Starting from 2023, the company will make every effort to promote the development strategy of artificial intelligence, and realize an AI service ecosystem that includes algorithms, computing power, and services through strategic layouts such as self-developed Tianqi large model and the construction of a dark horse intelligent computing center, helping to upgrade the digital intelligence of its own business, and helping small and medium-sized enterprises use artificial intelligence tools to reduce costs, increase efficiency, and accelerate growth.
According to the just-disclosed 2023 annual performance forecast, the company's net profit attributable to shareholders of listed companies in 2023 is expected to be 9.6 million yuan to 13.1 million yuan, and the net profit after deducting non-recurring gains and losses is 3.1 million yuan to 4.3 million yuan, turning losses into profits.
The change in performance is mainly due to the initial results of the company's strategic upgrading, the upgrading of business capabilities from SaaS to digital intelligence, the science and technology innovation service business in the enterprise service business has begun to contribute profits, and the new small and medium-sized enterprise AIGC cognitive training and counseling business and science and technology innovation model promotion and service business have been added. With the help of self-developed artificial intelligence models and other tools, the company's own business service capabilities have been digitally and intelligently upgraded, and the gross profit margin has been greatly improved.
2. Introduction of the company's self-developed TOB science and technology innovation model and TOG government and enterprise modelTOB science and technology innovation model is a vertical model applied to small and medium-sized enterprises' science and technology innovation services.
At present, the market size of the science and technology service industry is about 260 billion yuan, but there are problems such as low industry concentration, regionalization of service providers, and non-standardization of services. Through the dark horse Tianqi science and technology innovation model, the future will make the healthy development of the industry, realize the national standardized services, and greatly streamline the scale of the industry, so as to save more first-class service funds for the development of small and medium-sized enterprises across the country.
The TOG government and enterprise model is specially developed by the company for all levels, and accelerates the construction of a full-factor resource guarantee system, a full-life cycle service management system and a gradient cultivation system through digital technology. Through the large model of government and enterprises, the best policies at all levels can be accurately matched and delivered with small and medium-sized enterprises in the jurisdiction, so as to realize the empowerment of factors and precise services, and promote the digital and intelligent transformation and upgrading of local industries with policies as a link.
3. Comprehensive cooperation between the company and HUAWEI CLOUD.
On January 16, 2024, at the HUAWEI CLOUD Ecosystem Conference, the company and HUAWEI CLOUD signed a comprehensive cooperation agreement with the goal of accelerating the digital and intelligent upgrade of tens of millions of small and medium-sized enterprises in China, integrating "computing power + model + service", and "released the large model solution for small and medium-sized enterprises", reaching a comprehensive partnership to jointly promote the high-quality development of small and medium-sized enterprises.
The company's self-developed TOB science and technology innovation model and TOG government and enterprise model have obtained technical certifications such as HUAWEI CLOUD and Ascend, and the two parties have started a comprehensive cooperation, mainly including: 1) providing digital transformation + one network full-process intelligent solution for small and medium-sized enterprises; 2) Provide digital intelligence training + acceleration empowerment package for small and medium-sized enterprises; 3) Provide AI talent cultivation and certification for different groups of people, such as founders, technicians, and college students; 4) Jointly hold AI summit forums, training competitions, industry acceleration and other activities to promote the construction of an AI ecosystem with national influence. Partnering with HUAWEI CLOUD will take the lead in increasing performance in the following two areas:
1.The company's training business superimposes new teams and new AI directions.
With the rapid development of AI technology and Huawei's ecosystem, the training business has become an emerging market with many potential needs. Based on Huawei's Ascend system, which is based on domestic computing power, there will be a million-level AI and Ascend engineer training market in the future. According to the research of market institutions, the total number of programmers in China exceeds 8 million, and the traditional IT training market size exceeds 130 billion yuan, and it is expected that the AI training market will far exceed the traditional IT training market, reaching more than 200 billion yuan, and more than 4 million AI engineers will be cultivated in the future. After joining the Huawei ecosystem, the company has upgraded its traditional training business based on Huawei's technical certification, and has become the most important training base for Huawei's AI engineers by integrating new teams, developing AI education, and Huawei's development engineer system certification.
2.Based on cloud infrastructure, HUAWEI CLOUD empowers cloud engineers, integrates digital economy ecological resources, accelerates the integration and innovation platform of small and medium-sized enterprises and ecological partners, and activates local industrial innovation and upgrading, HUAWEI CLOUD has built more than 160 regional innovation centers across the country, and will continue to expand rapidly in the future. After the start of this comprehensive cooperation, the company will integrate its TOB science and technology innovation model with TOG government and enterprise model, training, enterprise services and other SME services and products on Huawei Empowerment Cloud. The company hopes to complete the sales of more than 30 Huawei Enabled Cloud products within this year, and has begun to promote the docking of more than 10 regions in Beijing, Shandong and other regions. (The above content is the trend of industry development and market demand, and does not constitute the company's performance commitment, and the actual contribution of the business to the company's revenue in the future depends on the final sales situation) Fourth, the digital transformation of small and medium-sized enterprises and data elements are included in the table.
At the National Conference on Industry and Informatization held in December 2023, the key tasks for 2024 were emphasized, requiring the promotion of high-quality development of small and medium-sized enterprises, in-depth development of urban pilot projects for the digital transformation of small and medium-sized enterprises, and accelerating the construction of a national "one network" for small and medium-sized enterprises. In addition, according to the "Notice on Carrying out the Pilot Work of Small and Medium-sized Enterprises Digital Transformation Cities" issued by the Ministry of Finance and the Ministry of Industry and Information Technology, the pilot work of digital transformation cities for small and medium-sized enterprises will be carried out in three batches from 2023 to 2025500 million yuan in awards and subsidies, supporting awards and subsidies in various places, and the total amount of financial awards and subsidies at all levels in each pilot city reaches 3-500 million yuan.
At present, the first batch of 30 pilot cities has been announced, and it is expected that nearly 100 pilot cities will be produced by 2025, and the market size brought by financial incentives and subsidies will reach 300-50 billion yuan.
Under the background of this policy, the company will give full play to its unique advantages, and with the support and guidance of the Ministry of Industry and Information Technology and other competent authorities, and work with Huawei, the three major operators and other partners to help local enterprises carry out digital transformation work, and provide full-chain services covering digital diagnosis, digital transformation consulting and planning, service product development and integration, and digital ecosystem operation. In 2024, the company will focus on providing service platform construction and operation and a full set of digital services for the pilot cities for the digital transformation of small and medium-sized enterprises, and it is expected that the platform construction and operation and a full set of digital services will account for 10% of the total amount of financial subsidies in the pilot cities. After evaluating the docking of resources and services, it is expected that the penetration rate of the first 30 pilot cities can reach more than 30%. (The above content is the trend of industry development and market demand, and does not constitute the company's performance commitment, and the actual contribution of this business to the company's revenue in the future depends on the final sales).
In addition, the company has cooperated with Chaoyang District to host the Chaoyang District Data Asset Entry Training Camp hosted by the Chaoyang Park Management Committee and the Beijing International Big Data Exchange, and plans to continue to undertake and expand relevant data elements and data asset entry training and services in the future, so as to empower the development of the digital economy in the whole process.