Precise(SZ:300442)2023-04-28 13:21Financial Performance - In 2022, the company achieved a revenue of 2.715 billion CNY, representing a year-on-year growth of 32.61% [3] - The net profit attributable to shareholders reached 1.198 billion CNY, with a year-on-year increase of 65.98% [3] - As of the end of 2022, total assets amounted to 16.008 billion CNY, reflecting a growth of 48.67% [3] Business Development - The company successfully completed its restructuring and went public, raising 4.7 billion CNY for business expansion [3] - The construction of approximately 70,000 cabinets in the Langfang A area was completed, with full operational delivery expected this year [3] - The company is advancing the construction of data centers in key economic regions, including the Yangtze River Delta and the Guangdong-Hong Kong-Macao Greater Bay Area [3] Strategic Advantages - The company has established a nationwide layout with 56 data centers and 290,000 cabinets across five major regions [3] - It has a competitive edge in the industry due to its early investment in core resources and strategic locations [3] - The "self-investment, self-construction, self-holding, and self-operation" model enhances stability and reliability for large clients [4] Industry Trends - The demand for high-density computing and liquid cooling technology is increasing, driven by advancements in AI and cloud computing [5] - The company is actively exploring low-carbon innovations and aims to establish green computing centers [5] - The market for intelligent computing centers is expected to grow significantly, with a projected compound annual growth rate of 52.3% from 2021 to 2026 [12] Operational Efficiency - The company maintains a high gross profit margin, attributed to its strategic location and operational efficiencies [8] - The average utilization rate of mature data centers exceeds 90% [14] - The company has a self-maintained operations team of approximately 800 personnel, ensuring high service quality [6] Future Outlook - The company plans to enhance its service capabilities by developing intelligent computing resource pools for small and medium-sized clients [10] - It aims to rapidly evolve into integrated computing centers, combining data centers, intelligent computing centers, and supercomputing centers [12] - The company is committed to maintaining a strong cash flow and achieving its performance commitments for 2023 [14]