Recently, the news in the field of AI is in full swing. First of all, the emergence of SORA has injected new vitality and hope into the entire industry.
Subsequently, the relevant departments held a special promotion meeting on "AI empowering industry renewal" ** enterprise artificial intelligence. This meeting not only reaffirmed the importance of the development of artificial intelligence, but also put forward clear requirements for leading enterprises, requiring them to play a leading role in leading the innovation and application of AI technology. This undoubtedly provides a strong policy guarantee for the development of the AI industry.
In this context, AI concept stocks have become the focus of the market. Companies such as Meili Cloud, SDIC Intelligence, Guangha Communication, Yimikang, Tongniu Information, Sugon, Zhongfutong, Tianmai Technology, Zhuo Lang Technology, Guoxin Culture and other companies have emerged.
However, among the many companies, there is a leading enterprise in cloud computing and data center with a background of central enterprises. Backed by Huawei and NVIDIA, this company has deep technical barriers in the fields of servers and cloud computing, and its growth is extremely strong, and it is regarded by industry insiders as the next national culture.
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.
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.
Do you know which company this is? If you are interested, send a 168 to know! This content represents personal views only, is for informational purposes only, and is not a recommendation. The market is risky, and investors need to be cautious