太极股份总裁仲恺：数字产业市场空间巨大 公司加速转型数据智能服务商

Core Viewpoint - The company is positioned as a leading digital service provider driven by data integration and AI, focusing on the transformation of the digital economy in China [1][2]. Group 1: Market Opportunity - The digital economy in China is projected to reach 63.8 trillion yuan in 2024, an increase of nearly 1 trillion yuan from 2023 [1]. - The artificial intelligence industry is expected to grow to 400 billion yuan by 2025 and exceed 1 trillion yuan by 2030 [1]. - The Xinchuang industry is anticipated to reach a market size of 2.5 trillion yuan by 2025, with an annual growth rate exceeding 20% [1]. Group 2: Company Performance - In the first half of 2025, the company achieved revenue of 3.78 billion yuan, a year-on-year increase of 44% [1]. - Revenue from enterprise services reached 1.74 billion yuan, with a growth rate of 55% [1]. - Cloud service revenue grew by 22%, and database business revenue surged by 66% [1]. Group 3: Strategic Direction - The company is transitioning from a traditional solution provider to a data intelligence service provider, focusing on a new development direction of "one body, two wings, and three engines" [2]. - "One body" refers to the digital foundation, including cloud platforms and intelligent IoT [2]. - "Two wings" indicate a dual drive of productization and service enhancement through cloud services and data operations [2]. - "Three engines" emphasize the core of capability building, aiming for a self-controlled, secure, and intelligent development system [2]. Group 4: Future Outlook - The company plans to shift from project delivery to operational services and from system integration to data and intelligent integration [3]. - Key growth areas include trusted data spaces, upgrading government cloud to intelligent industry cloud, database products driving Xinchuang development, and digital foundations promoting comprehensive industry upgrades [3].