太极股份 驶向数据智能服务商新蓝海

Core Insights - The core viewpoint of the article emphasizes that Taiji Co., Ltd. is actively transforming into a data intelligence service provider, driven by the need for data to empower business decisions and value growth in the digital economy [3][4]. Strategic Framework - Taiji Co., Ltd. has updated its strategic framework to "One Body, Two Wings, and Three Engines," focusing on industry digitalization as its core business, product industrialization, and service platformization [5][6]. - The "One Body" represents the company's deep engagement in industry digitalization, while the "Two Wings" aim to create scalable software and hardware products and shift from project-based revenue to continuous service revenue [5][6]. Business Growth and Market Position - The company has a unique combination of industry understanding, data capability, and practical implementation, which forms a competitive moat in the market [7]. - Taiji Co., Ltd. is expanding its market space from traditional IT construction to the broader data element operation sector, aiming to convert its industry experience into competitive advantages and market share [8]. Three Engines Driving Business Model Upgrade - The three engines—Trust, Data, and Intelligence—are crucial for driving the company's business model upgrade [9]. - Trust involves integrating security capabilities across various segments, while Data focuses on transforming accumulated industry knowledge into reusable assets [9][10]. - Intelligence aims to embed business-understanding algorithms into customer processes, leveraging AI technologies for quantifiable value [10]. Future Growth and Revenue Model - The company anticipates that data operation and value-added services will become new business growth points in the next three to five years [8]. - The shift towards a sustainable "platform + subscription" model is expected to enhance revenue quality and reflect the company's successful transition from a "digital builder" to a "data intelligence service provider" [10].