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神州控股(00861)荣膺人工智能创新奖,获东北证券首予“增持”评级

DC Holdings (00861) won the AI Innovation Award and was first given a "shareholding" rating by Northeast Securities.

Zhitong Finance ·  Jun 28 11:07

Recently, Digital China Holdings Limited (00861) has achieved numerous victories. The company's subsidiary, Digital China Group, has just signed a big data contract worth millions of dollars with the Changchun computing center for AI in phase II. Moreover, DC Holdings won the 2024 Artificial Intelligence Innovation Award at the 2024 (sixth) Innovation Development Forum.

According to the Zhitong Finance APP, Digital China Holdings Limited (00861) has achieved numerous victories recently. The company's subsidiary, Digital China Group, has just signed a big data contract worth millions of dollars with the Changchun computing center for AI in phase II. Moreover, DC Holdings won the 2024 Artificial Intelligence Innovation Award at the 2024 (sixth) Innovation Development Forum. This award was co-selected by Deloitte Consulting, Internet Weekly, the Informationization Research Center of the Chinese Academy of Social Sciences, and the eNet Research Institute and other professional institutions.

Based on Digital China Holdings' outstanding performance recently, Northeast Securities, a major brokerage in China, has issued a research report and is particularly bullish on the company's deep layout in the "big data elements x" and "artificial intelligence+" tracks, especially with the signing of the Changchun Computing Center's second-phase AI vertical model million-dollar contract. Northeast Securities believes that this software project, with a contract amount reaching a scale of millions, will further promote the integration of computing resources and industry scenarios. Currently, the construction of AI computing centers in China has entered an accelerated phase, promoting the implementation of the national digital transformation strategy. The state has made clear plans in the field of computing power, with plans to reach 2800EP by 2028, and various provinces have responded positively to the computing power plan. With the continued promotion of demand and policies, local governments and the three major carriers are comprehensively promoting the construction of smart computing centers. State-owned enterprises are taking over the computing power infrastructure construction, and domestic computing power infrastructure construction will accelerate significantly, creating a larger growth space for the company's related businesses. In addition, the company has made achievements in areas such as public data operation, smart computing center construction, and overseas supply chain one-stop services in recent years, continuously promoting steady growth in the company's performance. It is expected that the company's revenue from 2024 to 2026 will be 19.983 billion yuan, 21.601 billion yuan, and 22.929 billion yuan, respectively, with net income attributable to the parent company of 398 million yuan, 546 million yuan, and 605 million yuan. This is the first coverage and a "shareholding" rating is recommended.

It is reported that Digital China Holdings has been deeply involved in the fields of big data and artificial intelligence for many years, and has formed a profound accumulation of data resources and technology. With the rise of the artificial intelligence wave, Digital China Holdings' advantages in related fields have rapidly emerged. In terms of public data operation, the company has built a set of landing plans for "public data operation platform+application scenario", which provides data products and innovative models for the wide application of artificial intelligence while ensuring the safe and effective supply of data. In terms of smart computing center construction, Digital China Holdings has built an integrated computing power center architecture based on the core of simulation models, knowledge graphs, and artificial intelligence, achieving efficient utilization and value-added of computing power resources. In the supply chain scenario, based on the comprehensive service capabilities of digitized supply chain services that have been developed over the years, Digital China Holdings has built a supply chain control tower for enterprises, effectively empowering enterprises to reshape processes, reduce costs, and improve value. More importantly, Digital China Holdings has insight into the strong dependence of artificial intelligence on high-quality data, starting from the underlying data and focusing on investing in the creation of a "data intelligent operating system" that accelerates the landing of artificial intelligence in various fields from "data assets + business twins + intelligent applications".

To sum up, Digital China Holdings, with its outstanding achievements in the fields of big data and artificial intelligence, has not only won high praise from professional institutions, but also gained full recognition from the investment community, and has gained the trust of the market and customers. These widespread recognitions not only demonstrate the company's strength and potential, but also inject powerful impetus into its future development. Looking ahead, Digital China Holdings is expected to continue to leverage its own advantages and achieve even more outstanding performance, creating more value for shareholders and society.

The translation is provided by third-party software.


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