EA(SZ:002183) Cai Fu Zai Xian·2025-07-01 04:26Core Insights - The digital economy's contribution to GDP has surpassed 40%, making digital transformation a survival necessity for SMEs [1] - 62% of SMEs face challenges in digital transformation due to technological gaps, cost thresholds, and scenario adaptability [1] - Yiyaton's subsidiary, Zhuoyou Cloud Intelligence, is addressing these challenges through customized full-stack services and domestic technology collaboration [1] Group 1: Technological Deconstruction - Zhuoyou Cloud Intelligence has developed a three-tier technological deconstruction system, shifting from "selling products" to "creating scenarios" [3] - The company has established a "heterogeneous hardware integration platform" that enhances equipment reuse rates, significantly reducing transformation costs for clients in the transportation sector [3] - Its PAAS platform addresses the financial industry's disaster recovery needs, achieving a recovery point objective (RPO) in seconds, surpassing industry averages [3][4] Group 2: Domestic Breakthrough - Zhuoyou Cloud Intelligence has created a closed-loop ecological service system, moving beyond merely replacing components with domestic alternatives [5] - The company has standardized its application migration services, significantly shortening the migration testing cycle for clients in the automotive sector [5][6] Group 3: Industrial Empowerment - Zhuoyou Cloud Intelligence is facilitating a shift from efficiency enhancement to value reconstruction in SMEs' digital transformation [7] - The company has developed a consumer behavior analysis platform for a retail client, leading to improved customer conversion rates through data integration [7] - In supply chain finance, Zhuoyou Cloud Intelligence utilizes blockchain technology to enhance credit limits for SMEs, addressing long-standing financing challenges [7] Group 4: Strategic Layout under Computing Power Revolution - Zhuoyou Cloud Intelligence is building future competitiveness across three dimensions: comprehensive service from platform building to intelligent agent development, market expansion by integrating AI with industry applications, and ecological construction through partnerships with research institutions [8] - IDC predicts that the digital transformation market for SMEs will reach 1.2 trillion yuan by 2026, with a compound annual growth rate of 24.5% [8] - Zhuoyou Cloud Intelligence is positioned to navigate this market with its full-stack service capabilities and domestic technology, contributing to the broader narrative of digital transformation in China [8]