Yunchuang Data Acceptance Survey: The amount of order in hand exceeds 150 million yuan

On September 5th, Yunchuang Data (BJ835305, stock price of 9.42 yuan, and a market value of 1.25 billion yuan) publicly released the "Announcement on the Investigation of Investors in the Reception Institution".

"Daily Economic News" reporter noticed that the performance of Yunchuang data in the first half of this year has declined. In the first half of the year, Yunchuang Data realized operating income of about 157 million yuan, a year -on -year decrease of 6.25%; the net profit attributable to the mother was about 1.17 million yuan, a year -on -year decrease of 9.42%.

In response to the order, Yunchuang data said that as of June 10, the order amount was about 158 ​​million yuan.

The performance in the first half of the year declined

Yunchuang Data explained in the semi -annual report that the main reason for the decrease in operating income was the impact of the new crown epidemic in the first half of the year, and the business development was limited.

From the perspective of operating income composition, in the first half of this year, Yunchuang Data ’s big data intelligent processing achieved operating income of about 110 million yuan, a year -on -year decrease of 16.18%; big data storage realized operating income of about 45 million yuan, an increase of 33.73%year -on -year.

According to Yunchuang data semi -annual report, its big data storage business mainly refers to the 64 -bit ultra -low -power hardware platform developed by the CSTO ultra -low power storage system developed independently developed by the CSTOR low power storage system; Refers to products such as big data artificial intelligence training platform, cutting -edge industrial intelligent detection system, and high -dimensional vector computing all -in -one machine.

In response to the growth of business income of big data storage business, Yunchuang Data explained: "The customer recognition of the continuous innovation and upgrading of product technology continues to increase."

It is worth noting that the gross profit margin of Yunchuang data in the first half of this year also declined. In the first half of the year, the gross profit margin of Yunchuang data was about 30.72%, a year -on -year decrease of about 7 percentage points.

Regarding the reasons for the decline in gross profit margin, Yunchuang data said that the cost of major raw materials rose sharply. If the growth of the company's main product cost in the future cannot be effectively controlled, the company's comprehensive gross profit margin will still have a risk of further decline.

Strengthen direct sales channels

The company's current sales channels are divided into direct sales, dealers' sales, and system integrators.

According to Yunchuang Data Announcement, some investors asked the company's system integrators to sell. According to data provided by the investor, from 2018 to 2020, the sales of Yunchuang Data Integrates were 61.63%, 45.27%, and 52.56%, respectively. The investor asked how the future Yunchuang data viewed the system of system integrators.

In response to the above issues, Yunchuang data said that "integration" has always been one of its market strategies. In addition to the company directly facing customers, through system integrators can further expand the contact surface of the company and end users, which helps the company's market expand.

"Among some large projects, system integrators are more willing to choose to integrate Yunchuang data software or products into the entire project to achieve unified delivery of end users. At present, the company's system integrators account for more than 50%. It may also improve slightly. At the same time, the company has always attached great importance to the construction of its own sales channels, continuously builds a market talent team, and strengthens direct sales channels. "Yunchuang data said.

In the semi -annual report, Yunchuang Data pointed out that in June this year, the State Council issued the "Guiding Opinions of the State Council on Strengthening the Construction of Digital Government". Yunchuang data believes that it is necessary to maintain high -intensity research and development investment and actively cultivate "internal skills". Based on existing technical advantages in the fields of machine vision, natural language understanding, complex giant system optimization, industrial intelligent manufacturing, etc., further consolidate big data and artificial intelligence Industry technical barriers.

Some investors asked Yunchuang's business development in the field of industrial intelligence manufacturing. Yunchuang data claims that its business is mainly aimed at the part that is difficult to achieve in the field of existing industrial intelligence, such as automatic detection of automotive stamping parts and complex components, lithium batteries, and integrated circuit surface defects.

"At present, there is a certain performance in this field. It is progressing smoothly. Generally, the cultivation period in the new field will be about 1 to 2 years. Specifically, it also needs to combine the actual situation of the industry and market at that time." Yunchuang data said.

Daily Economic News

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