Digital China(SZ:000034) 3 6 Ke·2024-03-30 12:03Core Viewpoint - Shenzhou Digital's 2023 annual performance shows a revenue of 119.62 billion yuan, a year-on-year increase of 3.23%, and a net profit of 1.26 billion yuan, up 37.22%, driven by its "Digital Cloud Integration" strategy and significant growth in cloud computing and digital transformation services [1][2]. Revenue Composition - The cloud and digital transformation business achieved a revenue of 6.93 billion yuan, growing by 37.98%, with the "Digital Cloud Integration" business seeing a substantial increase of 68.25% [1]. - The proprietary brand business generated 3.83 billion yuan, marking a 48.95% increase, with the Xinchuang revenue exceeding 3.4 billion yuan, up 71% [1]. AI Development and Strategy - The rapid advancement of AI large model technology has prompted companies to focus on cost reduction and business growth, with Gartner predicting that over 80% of enterprises will utilize generative AI by 2026 [1]. - Shenzhou Digital has embraced generative AI, launching the "Shenzhou Wenxue" platform to address challenges in model deployment, including computing power and knowledge processing [1][2]. Product Innovations - The "Shenzhou Wenxue" platform integrates industry know-how into models, ensuring knowledge privatization and enhancing interaction between citizens and government systems [1]. - The Shenzhou Kuntai Wenxue integrated machine, introduced at the Huawei China Partner Conference, supports training and fine-tuning of large models with up to 200 billion parameters [2]. Future Directions - Shenzhou Digital plans to focus on AI computing power and the development of an AI application engineering platform to facilitate the deployment of multiple private domain large models [3]. - The company aims to maintain growth in its Xinchuang strategy, enhance AI computing capabilities, and explore traditional distribution businesses while pursuing overseas collaborations [3].