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 Insights - The report presented by the president of Taiji Co., Ltd. emphasizes the company's commitment to driving digital transformation through data integration and AI in the context of the evolving digital economy [1][2]. Industry Overview - The digital economy in China is projected to reach 63.8 trillion yuan in 2024, with an increase of nearly 1 trillion yuan from 2023. The AI industry is expected to reach 400 billion yuan by 2025 and exceed 1 trillion yuan by 2030. The Xinchuang industry is anticipated to have a market size of 2.5 trillion yuan by 2025, with an annual growth rate exceeding 20% [1]. Company Performance - In the first half of 2025, Taiji Co., Ltd. achieved a revenue of 3.78 billion yuan, representing a year-on-year growth of 44%. Revenue from enterprise clients reached 1.74 billion yuan, with a growth rate of 55%. Cloud service revenue increased by 22%, and the database business saw a significant growth of 66%. The signed contracts in the party and government Xinchuang sector amounted to approximately 3 billion yuan [1]. Strategic Direction - Taiji Co., Ltd. is transitioning from a traditional solution provider to a data intelligence service provider, focusing on a new development direction characterized by "one body, two wings, and three engines." The "one body" refers to the digital foundation, which includes cloud platforms and intelligent IoT. The "two wings" represent the dual drive of productization and service enhancement. The "three engines" focus on building a self-controlled, secure, and intelligent development system [2]. Future Growth Areas - The company aims to expand in four key growth areas: 1. Trusted data space to enhance data service growth and address current data transaction bottlenecks 2. Upgrading government cloud to industry intelligent cloud and innovating service delivery models 3. Database products driving the development of the Xinchuang industry, transitioning from replacement to integration 4. Digital foundation promoting comprehensive industry digital upgrades and reshaping the software development ecosystem [3].