Guo Wei'S Detailed Explanation Of Digital China Semiannual: The Launch Of State-Owned Cloud Is A Good Thing, And "Lack Of Core" Is Still Normal

"The scale of cloud business this year is 40.5 billion yuan, only a few billion yuan. If the scale is not the same, the growth rate will inevitably be adjusted. In addition, we hope to increase the quality of business and technology, especially some new technologies based on cloud. In the future, our Xinchuang business will focus more on finance, telecommunications, government and enterprise, energy, education and other fields. " On August 31, Guo Wei, chairman and President of Digital China group, told reporters of the 21st century economic report at the performance exchange meeting.

According to the financial report just released by the company, in the first half of 2021, the company realized 56.7 billion yuan of operating revenue, with a year-on-year increase of 39.58%; After deducting non recurring profit and loss, the net profit was 339 million yuan, with a year-on-year increase of 11.07%. Among them, the business revenue of cloud computing and digital transformation business reached 1.688 billion yuan, with a year-on-year growth of 62.66%; The business revenue of self owned brand business reached 526 million yuan, with a year-on-year increase of 102.96%; It distribution and value-added business achieved revenue of 54.480 billion yuan, up 38.57% year-on-year.

In view of the concept of state-owned assets cloud, which has attracted much attention recently, Guo Wei disclosed that many provinces and cities have begun to lay out the concept several years ago, which is not a new concept. The problem lies in the application landing and service operation.

Policy catalytic data security

Since June last year, the data security law, which has been reviewed and revised three times, came into force on September 1 this year. The industry is in urgent need of standardized development. How to give full play to the value of data has become the focus of the industry. At the same time, the policy also made the data security market further expand, and the data realization began to speed up.

IDC predicts that the global data volume in 2025 will be 9 times that of 2016, reaching 163zb. As a big country of population and manufacturing, China has a huge amount of data production. According to the statistical data released by IDC, China's data production in 2018 accounted for about 23% of the global data production, and it is the world's top data resource country and global data center. The data service layer in the middle reaches of the industrial chain has become one of the core growth points of the future big data market.

Prior to this, digital China has launched data security layout in the early stage of industrial development. Since its release in 2015, its tdmp data desensitization system has been widely used in banking, insurance, securities, postal, telecommunications, hospitals, logistics and transportation, manufacturing enterprises, government agencies and other fields. During the reporting period, the revenue of cloud management services and digital solutions (MSP + ISV) of Digital China increased by 108% year-on-year.

On the other hand, the cloud computing industry has ushered in new players. In September 2020, the state owned assets supervision and Administration Commission of the State Council issued the notice on accelerating the digital transformation of state-owned enterprises, aiming to promote the digitalization, networking and intelligent development of state-owned enterprises, and put forward the construction of basic digital platform and other digital transformation work. Under this guidance, the local SASAC has successively started the construction of local state-owned assets cloud platform projects. Tianjin, Zhejiang and Sichuan provinces have all started to deploy.

Behind this move is based on the country's increasing attention to data security issues“ It is impossible for any state-owned cloud to do everything by itself. It still needs cloud management platform, hardware equipment, and operation and management services. All these things require us to cooperate with many public cloud manufacturers to provide services. However, the subject of its responsibility has changed, including various reasons from the perspective of security and regional economic development. " Guo Wei believes that the more clouds China builds, it is certainly a good thing for enterprises, because there are more service objects and customers. In addition, the proposal of state-owned cloud is conducive to the construction and transformation of cloud.

Cloud computing and digital centralization

According to the "white paper on Cloud Computing (2021)" released by China Academy of information and communications, with the development of digital economy, digital transformation has become a necessary option for the future development of enterprises. In 2020, the scale of China's cloud computing market will reach 209.1 billion yuan, with a growth rate of 56.6%. It is estimated that the market size will be close to 400 billion yuan in 2023“ "New infrastructure" provides an opportunity for China to realize the digital technology transition, and cloud computing provides a tool for enterprises' digital transformation.

From the perspective of Digital China, cloud computing and digitization, as the main business, are still growing rapidly. During the reporting period, the operating revenue of Digital China Cloud and digital business reached 1.688 billion yuan, with a year-on-year increase of 63%; Among them, the revenue of cloud management services and digital solutions (MSP + ISV) increased by 108% year on year.

Zhu Zhu, vice president of Digital China Cloud business group, revealed that in the past, he has maintained cooperation with public cloud manufacturers such as Alibaba cloud, Huawei cloud and Tencent cloud“ In the whole customer system, we have stratified the customers with more than 1 million yuan. The number of customers between 1 million yuan and 5 million yuan increased by 6% last year, but we can see that the income of customers with more than 10 million yuan increased by 184%. In the first half of this year, the number of our core customers with more than 5 million yuan increased by 30% compared with last year. From a regional perspective, Beijing, Shanghai and Guangdong account for nearly 64%

She also said that cloud native is the key strategy of this year, and the overall plan has formed a multi cloud management platform from the public cloud“ In the future, we will provide unified security services, as well as data security of solutions. In terms of operation and maintenance, we will provide one-stop solutions based not only on public cloud, but also on private cloud and hybrid cloud environment. "

However, at the Xinchuang business level, the company is still under pressure. Guo Wei frankly said that Xinchuang's biggest pressure now lies in the CPU, that is, the shortage of chips“ It is an indisputable fact that there is a global shortage of chips, including video cards, and even other very small chips. Due to the hot weather in the Xinchuang industry last year, many contracts were made last year, and there were common difficulties in the delivery of this year. The delivery cost was far higher than the bidding price. I think this is a great dilemma at present. "

Therefore, digital China has put forward a more focused strategy. In Guo Wei's view, "this is not a matter that can be solved in a day or two. It is a long-term strategy of a country. To become a valuable link in the development of global industrial chain is the direction we strive to pursue."