Daily interaction is a professional data intelligent service provider. Centering on the business logic of D (data accumulation)-M (data governance)-P (data application), the company organically combines profound data capabilities with industry knowledge (Know-How) to build a data intelligent service ecology in many fields, such as mobile development, user growth, brand marketing, public service and intelligent risk control.
Layer D: the company starts with push business and constantly expands the product matrix to consolidate the data foundation. The main customer of the company pushing related business is the head Internet manufacturer. By constantly expanding the product matrix, it not only obtains revenue, but also establishes a strong ability to accumulate data. In recent years, the company has expanded to the field of IoT, such as car networking and smart home, and its data foundation has been further consolidated.
Layer M: the company independently develops the data Intelligent operating system (DiOS), which deeply serves the industry and the government from the perspective of data governance. DiOS helps enterprises to complete global data collection and comprehensive data governance to drive business upward and scene landing, and to achieve digital agile upgrade. In the context of the rapid increase in the penetration rate of government information, the company's project-based business on precision intelligent control of social governance will continue to break through new highs.
Layer P: the company organically combines data capabilities with industry knowledge (Know-How) to provide customers with product-oriented, scalable and profitable data intelligent services. Commercial services continue to dig deep into scene applications, create successful cases and accumulate momentum for long-term development; public service business continues to break through new highs, and with the upgrading of old products, the company can continue to improve the unit value of its original customers.
From "land finance" to "digital finance", data elements open up a new space. As the core resource of digital economy and information society, data elements are considered as new factors of production. The company constantly releases the value of data elements of itself, customers and industry around the strategic planning of "self-count-cure-buy".
As the initiator, the company promotes the construction of "Zhejiang big data Joint Computing Center" as a data carrier to promote the value circulation of data elements, and is expected to directly benefit from the outbreak of the industry in the future.
We are optimistic about the long-term value investment opportunities provided by the demand repair of business promotion services, the continuous expansion of public services and the development of the data factor market in the next two to three years. It is estimated that the company's operating income from 2022 to 2024 will be RMB 648,853 million, and the net profit from its parent will be RMB 0.28 million, respectively. The PE corresponding to the closing price on February 6 will be 178X/89/54X, which covers the rating of "overweight" for the first time.
Risk hint: the risk of macroeconomic fluctuation, the risk of brain drain of core technology, and the lower-than-expected risk of commercialization of data elements.
