Digital China Holdings Limited · HKEX:861
Digital China — H1 2023 Earnings Presentation
20 slides from Digital China's earnings presentation, August 2023
Slide 1: Digital China Holdings 1H2023 Results Presentation
00861.HK Digital China Holdings Limited 1H2023 Results Presentation August 2023
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 figures
Digital China 6.68bn 5.4bn 0.23bn Adjusted net profit Newly Signed Revenue -8% attributable to the parent Contracts +36% company* +11% 1.11bn 970mn 390mn 190mn Big Data Newly Signed Big Data R&D Expenses Big Data Revenue +12% Big Data Gross Profit +3% Contract +55% +8% *Adjusted net profit attributa
Slide 5: Rapid Growth of Big Data Business
Rapid Growth of Big Data Business Unit: RMB million Unit: RMB million YoY +12% 1,110 YoY +3% CAGR +30% CAGR +26% 390 990 370 660 240 1H21 1H22 1H23 1H21 1H22 1H23 4/18
Slide 6: Clear Expansion of Average Client Revenue
Clear Expansion of Average Client Revenue 1.0 Yan Cloud：connecting 2.0 Data Fabric, Data Hub, 3.0 Knowledge Graph and disparate data silos Digital Twin A.I. +34% Revenue CAGR Unit: RMB million ARPU CAGR +19% 300,000 250 200 198 250,000 200 171 200,000 151 150 150,000 110 100 100,000 50 50,000 0 0 20
Slide 7: Ongoing Business Structure Optimization
Ongoing Business Structure Optimization 1H23 16% 33% 51% 1H23 35% 26% 39% 1H22 14% 31% 55% 1H22 29% 32% 39% 1H21 9% 30% 61% 1H21 18% 36% 46% Big Data Products and Solutions Big Data Products and Solutions Software and Operating Services Software and Operating Services Traditional and Localization Se
Slide 8: Blue Chip Clients across Key Verticals
Blue Chip Clients across Key Verticals 43 % 28 % 13 5 National Development and State Taxation Ministry of State Ministry of Science Reform Commission Administration Security and Technology Ministry of Agriculture Ministry of Water National Health Cyberspace and Rural Affairs Resources Commission Adm
Slide 9: Leading via Innovative Technologies
Leading via Innovative Technologies Top 1 2023 Digital Twin Solution Provider Second 2125 Prize 113 Top 30 Software Copyrights 2023 China Digital Innovation National and Competition 2023 China's Most Industry Innovative AI Standards Top 10 Product Solutions 168 Technical Patents 2023 China Digital E
Slide 10: Products & Use Cases
02 Products & Use Cases Technology Roadmap | Products and Use Cases 9/18
Slide 11: Technology Roadmap and Scope
Technology Roadmap and Scope Cross-vertical Smart Cities Digital Supply FinTech Intelligent business integration Chain Manufacturing Business Innovation Smart Data Data Powered by Powered by Assets Knowledge Graph + Large Language Model Composable Architecture* Data Asset Platform Data Hub Intellige
Slide 12: Use Case | Smart Cities
Use Case | Smart Cities Outcomes • By developing a comprehensive water services application, we help Case Background Changchun City improve their response capabilities to water-related disasters such as developing pre-emptive disaster warning systems and forecasting • The Changchun Intelligent Water
Slide 13: Use Case | Digital Supply Chain
Use Case | Digital Supply Chain Outcomes • The Company assisted the client in integrating its business flows, Case Background logistics operations, and operational information via our proprietary solution covering ordering, warehouse management, transportation • One of our clients, a leading child c
Slide 14: Use Case | Financial Technology
Use Case | Financial Technology Outcomes • A data operation platform has been developed that focuses on Case Background implementing a data asset management system and allow for data collection, consolidation and application. • We had previously compiled a “Data Operation Platform” of a major state-
Slide 15: Outlook and Aspirations
03 Outlook and Aspirations Industry | Growth Strategy | Goals | Management Team 14/18
Slide 16: Vast Data Industry Opportunity
Vast Data Industry 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. 2022 China’s Data Elements Segment "14th Five-Year Plan"
Slide 17: City CTO & Enterprise CSO Strategies
“City CTO”& “Enterprise CSO“ Strategies Intelligent Data City CTO Enterprise CSO • Empowering industries with the Products & Solutions • Enterprise CSO Model City CTO Model • Digitized Innovation in Supply • Tapping new enterprise clients • Spatial-temporal Big Data + Chain Decision-Making via city
Slide 18: Big Data Business Growth Trajectory
Big Data Business Growth Trajectory 2018A 1H23A 2024E <1% 35% 50% 17/18
Slide 19: 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 20: Slide 20
Digital China Holdings — H1 2023 Earnings Presentation on 6ix