It was learned from the WiseNews APP that recently, Citic Securities held its 2024 capital market forum in Shanghai. This forum provided an outlook on macroeconomics and investment strategies for the second half of 2024, and engaged in in-depth exchanges on global economic hotspots and investment fields. DC Holdings (00861), as a leading company in the industry, was invited to attend the forum. Cui Xuewen, General Manager of DC Holdings' Solution Center, shared the practice case of DC Holdings' continued empowerment of the industrial field with the "city CTO + enterprise CSO" model, attracting the attention of participants.

According to the introduction, in DC Holdings' strategic layout, the company is devoted to building a data intelligent operating system by using digital twin, knowledge graph, artificial intelligence, and other technologies based on underlying data governance, constructing simulation models, and ultimately achieving the goal of providing intelligent tools and even intelligent decision-making platforms for political and enterprises. In the specific landing promotion process, DC Holdings respectively enters the government and enterprises as the "city CTO" role and the "enterprise CSO" role. In the process of cooperation with the government, DC Holdings actively participates in the digital transformation of the city's overall ecology, helps the company enter digital application scenarios of the industry ecological leader through the governance and operation of the city's industrial ecology data, further influences and benefits citizens by providing data intelligent products and solutions to industry ecological leaders. In cooperation with enterprises, DC Holdings enters the crucial supply chain with integrated corporate supply chain data and builds a supply chain twin environment, creating a supply chain control tower intelligent decision-making platform to help enterprises achieve high-quality and healthy development.

Recently, China Great Wall Securities also released a research report, covering DC Holdings for the first time and being bullish on the company's development with a "shareholding" rating. CGWS believes that the company has further focused on the "big data + artificial intelligence" strategy, effectively driving the incremental breakthrough of data intelligent products and various application scenarios through the innovative development model of "city CTO + enterprise CSO". Based on this development model, the company has entered various fields such as public data operation, supply chain digital management, and financial data asset management, created core products, and had mature solutions landing. Meanwhile, benefiting from the rapid growth of big data products and solutions, the overall business structure of the company has been further optimized. CGWS is bullish on the company's exploration and practice of realizing market-oriented construction of data elements by strengthening the research and development of core products in the field of big data, building technological barriers, and will achieve revenue of 19.255 billion yuan, 20.59 billion yuan, and 22.208 billion yuan, and the net income attributable to shareholders of the parent company will reach 491 million yuan, 583 million yuan, and 743 million yuan in 2024-2026, respectively.

The capital market has paid universal attention to DC Holdings' unique development model due to two reasons. On the one hand, this model captures the trend of the current political and enterprises' digital transformation macroscopically. On the other hand, it starts from micro data to truthfully solve users' core pain points, which has strong replicability in practical business logic. Currently, DC Holdings is no longer satisfied with promoting this model domestically but is more intensively laying out overseas. It is believed that with the continuous upgrading of Chinese funded enterprises' going-global trend, DC Holdings will also occupy a more favorable position in the global market.