Digital China Holdings Limited · HKEX:861
Digital China — FY2023 Earnings Presentation
19 slides from Digital China's earnings presentation, March 2024
Slide 1: FY2023 Results Presentation
00861.HK Digital China Holdings Limited FY2023 Results Presentation March 2024
Slide 2: Contents
Contents 01 02 03 Key Financial Products & Outlook & Highlights Use Cases Aspirations 1/18
Slide 3: Key Financial Highlights
01 Key Financial Highlights Performance Summary | Key Highlights | Industry Performance 2/18
Slide 4: Digital China key financial highlights
Digital China 18.28bn 15.87bn 0.3bn 0.75bn Revenue Newly Signed Adjusted net profit Net cash inflow +3% Contracts attributable to the parent from operating +22% company* activities +38% +42% 3.17bn 4.65bn 2.26bn 490mn Big Data Revenue +30% Newly Signed Big Data Signed but Not Yet R&D Expenses (Big D
Slide 5: Rapid Growth of Big Data Business
Rapid Growth of Big Data Business Revenue No. of Client and ARPU Unit: RMB million YoY +30% ARPU CAGR +20% CAGR +36% No. of Client CAGR +13% 2,307 3,172 1,947 2,439 1,600 1,519 1,937 1,709 1,104 930 2019 2020 2021 2022 2023 2019 2020 2021 2022 2023 ARPU RMBk No.of Client 4/18
Slide 6: Ongoing Business Structure Optimization
Ongoing Business Structure Optimization % of Revenue by Segment % of Gross Profit by Segment 2023 17% 29% 54% 2023 35% 25% 40% 2022 14% 31% 55% 2022 32% 28% 40% 2021 11% 32% 57% 2021 22% 36% 42% Big Data Products and Solutions Big Data Products and Solutions Software and Operating Services Software
Slide 7: Blue Chip Clients across Key Verticals
Blue Chip Clients across Key Verticals 44 % 29 % National Development and State Taxation Ministry of State Ministry of Science 10 6 Reform Commission Administration Security and Technology Ministry of Agriculture Ministry of National Health Cyberspace and Rural Affairs Water Resources Commission Adm
Slide 8: Cutting-Edge Proprietary Technology
Cutting-Edge Proprietary Technology 1st 2nd 2023 Digital Twin Solution Providers TOP 50 2nd 2023 Top 100 New Technology Companies China Digitalization Digital Industry Group Innovation Competition Formulation of 128 national and industry standards 2,787 intellectual property rights, including techno
Slide 9: Products & Use Cases
02 Products & Use Cases Technology Roadmap | Products and Use Cases 8/18
Slide 10: Technology Roadmap and Scope
Technology Roadmap and Scope Cross-vertical Digital Supply Intelligent business integration Smart Cities Chain FinTech …… Manufacturing AI+ Business Innovation Smart Data Data Powered by Powered by Assets Knowledge Graph + Large Language Model Composable Architecture* Data Asset Platform Data Hub In
Slide 11: Use Case | Public Data Operations
Use Case | Public Data Operations Public data operations: a critical entry point for constructing a data DC Holdings - Innovative Practices in Public Data Operations elements market • In December 2022, the State Council issued the "Twenty Guidelines on Data", proposing to explore new models for inco
Slide 12: Use Case | Supply Chain Control Tower
Use Case | Supply Chain Control Tower Case Background Outcomes Food production and manufacturing company with multiple workshops and production lines. • By creating a supply chain control tower, we help the client manage their resources They want to improve their supply chain management. The supply
Slide 13: Use Case | Financial Data Asset Management
Use Case | Financial Data Asset Management Outcomes • This case involves creating a data asset management system, setting up a data asset operation platform, and performing data asset inventory and application. Case Background • By constructing the data asset operation platform, it enables the colle
Slide 14: Accelerate Overseas Deployment
Accelerate Overseas Deployment Hong Kong Smart City Initiative • In collaboration with NVIDIA, we delivered the first phase of the large-scale AI super-computing center for the Hong Kong SAR Government, valued at nearly HKD 600 million. We will continue to empower the digital transformation of the H
Slide 15: Outlook and Aspirations
03 Outlook and Aspirations Industry | Growth Strategy | Management Team 14/18
Slide 16: Vast Market Opportunity
Vast Market Opportunity According to the "China Digitalization Development Report (2022)", China's data element market size reached RMB81.5 billion in 2021, and is expected to grow at a CAGR of 25% during the "14th Five-Year Plan" period. Based on IDC forecasts, the China's AI market is expected to
Slide 17: Embracing the AI Era
Embracing the AI Era O u r f o c u s l i e s a t t h e i n t e r s e c t i o n of “ D a t a + Computing Power + Algorithms.” We enhance the “Urban CTO + Enterprise CSO” innovation model, positioning ourselves in the realm of data elements for city and industry contexts. By merging critical industry
Slide 18: Management Team
Ian Fu Victor Cheung VP VP Expert in the fields of TMT, Information Technology, 30+ years of MNC experience in the Smart Cities and Data Analytics. Ex-China semiconductor, technology, and supply Communications Services General Manager. chain sectors. Ex-Arrow Electronic VP Yale Shen Sun Yang CTO SVP
Slide 19: 18/18
18/18
Digital China Holdings — FY2023 Earnings Presentation on 6ix