① A reporter from the Financial Services Association learned that Radio and Television Express is comprehensively laying out the data element business. It is the third largest shareholder of the Guangzhou Data Exchange. Guangzhou Radio Group, the controlling shareholder of Radio and Television Express, also recently established a wholly-owned subsidiary, Guangzhou Data Group. ② Radio and Television Express is also making efforts in data infrastructure construction by providing servers and other products and constructing intelligent computing centers, etc., and selected the Guangzhou Artificial Intelligence Public Computing Center Phase II project.
Financial News Agency, December 18 (Reporter Fu Jing) The data element industry has entered a period of accelerated development, and the development and utilization of public data resources will be vigorously promoted. Radio and Television Communications (002152.SZ), the third largest shareholder of the Guangzhou Data Exchange, was one of the first listed companies to enter the data element market.
Recently, a reporter from the Financial News Agency learned through research on Radio and Television Express that Radio and Television Express is comprehensively laying out data element services, including independently developing the AICore System, a data base, to promote data application services such as public data operations and data service providers. Recently, the company has also made efforts in data infrastructure construction and selected the Guangzhou Artificial Intelligence Public Computing Center Phase II project.
Empowering public data operations and data service providers
The collaborative cooperation between Radio and Television Express, Guangzhou Data Exchange, and Guangzhou Data Group has received intense attention from the capital market.
A financial news agency reporter learned during research that Guangzhou Data Group was founded on September 12 this year with a registered capital of 10 billion yuan. It is a wholly-owned subsidiary of Guangzhou Radio Group, the controlling shareholder of Radio and Television Communications. Radio and Television Communications plans to become a big data technology service provider, building core competitiveness in public data processing, processing, operation, and trading. In terms of data service providers, the company plans to boost the “first-tier market” of data, promote the integration of public data and industry data, and leverage the multiplier effects of data elements on finance, health insurance, government and other industries.
According to reports, in terms of the Guangzhou Data Exchange, Radio and Television Express has participated in product refinement and platform rules construction during its operation in the early stages, and currently holds 10.5% of the shares in the Guangzhou Data Exchange. The Guangzhou Data Exchange was officially inaugurated on September 30 last year. As of December this year, in-market transactions have exceeded 2.5 billion dollars.
(Photo by a reporter from Guangzhou Radio Group Finance Association, the controlling shareholder of Radio and Television Transport)
A reporter from the Financial Association News Agency previously learned from many industry insiders that the authorized operation of public data is a key step in promoting the release of value from data elements. After the National Bureau of Data is officially unveiled, basic policy formulation related to the data element circuit will accelerate, and public data coverage is expected to take the lead.
It is worth noting that recently Liu Liehong, director of the National Bureau of Data, and his entourage investigated the Guangzhou Data Exchange. At the 2nd Digital Government Building Summit and Digital Bay Area Development Forum the next day, Liu Liehong said that the National Bureau of Data will accelerate the reform of market-based allocation of data elements, comprehensively raise the level of development and utilization of data resources, so that public data can be “supplied,” flowed,” and “used well.”
According to information, Radio and Television Express has fintech and urban intelligence as its two main business segments, and continues to explore the data application market under its urban intelligence sector. Meanwhile, Radio and Television Express stated, “In the field of fintech, the company is also continuously promoting data construction and application in the fields of finance, payment, and credit reporting.”
On the evening of November 23, Radio and Television Express announced that it plans to acquire 238.88,900 shares of Beijing Zhongshui Zhihui Technology Co., Ltd., at a transaction price of 860 million yuan. Thereafter, Radio and Television Express will hold 42.16% of China Digital Zhihui's shares.
Radio and Television Transport said that as an enterprise in the field of corporate credit reporting, China Digital Intelligence Hui has a certain first-mover advantage in public data governance, circulation, and commercial monetization, and the two sides will work together to promote the wider application of public data in the future.
The data factor market continues to catalyze. Judging from the performance of the secondary market, the stock price of Radio and Television Express, which is a data element concept stock, has increased by more than 30% during the year. However, Radio and Television Transport said, “The country is currently still in the stage of establishing regulations for data authorization, authorization, registration, transactions, and pricing, so all regions are still testing first and actively exploring business models for data element transactions.”
Accelerate the layout and construction of data infrastructure
According to Radio and Television Communications, the company is comprehensively laying out data elements and is also making efforts to build data infrastructure.
Radio and Television Express told a reporter from the Financial Association that the company mainly participated in data infrastructure construction by providing computing power products including server boards and complete machines, distributed storage all-in-one machines, hyperconverged software, high-performance computing cluster management systems, etc., as well as constructing intelligent computing centers.
“In terms of servers, the company's radio and television Wuzhou is one of Huawei's 11 Kunpeng machine partners and 14 Shengteng AI strategic partners. It has launched products such as Huawei Kunpeng, Shengteng series servers, and Xinchuang Youwei series products, which are deeply integrated into Shengteng's AI ecosystem and accelerated the development of localized supercomputing and intelligent computing power.” It is commonly known as Radio and Television Transport.
According to data disclosed by the company, in the first half of this year, Radio and Television Wuzhou changed its business focus from X86 business to localized business, achieving revenue of 493 million yuan, an increase of 165.37% over the previous year. According to research records disclosed by Radio and Television Express on June 21, the current production workshop is over 10,000 square meters, and the annual server production capacity is 180,000 units. It is expected to reach 300,000 units in 2023.
In terms of intelligent computing centers, Radio and Television Express has constructed the first phase of the Guangzhou Artificial Intelligence Public Computing Center project, which was put into use in the second half of last year. According to a recent announcement from Radio and Television Transport, Guangzhou Data Group's artificial intelligence public computing center construction project was selected, with a turnover of 473 million yuan for equipment and supporting services.
It is worth noting that on December 8, the company announced important actions: it plans to invest 895 million yuan in the Sino-Singapore Guangzhou Knowledge City Industrial Park to build a next-generation AI intelligent equipment industry base project (phase II), relocate the company headquarters to the new industrial base, and jointly establish the company's next-generation AI intelligent equipment industry base with the next-generation AI intelligent equipment industry base project (phase I), which has already been invested and built in the Sino-Singapore Knowledge City. The company's current headquarters, Science City Industrial Park, will be transformed into a data industrial park, focusing on promoting computing power and data development, and creating a new idea of “new headquarters+data industrial park”. The company announced on the same day that it plans to publicly issue corporate bonds with a scale not exceeding 2 billion yuan.
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