Innovation is autonomous, self-reliant, and self-reliant, and the future of the Internet information industry looks at the Great Wall of China

On April 30, the Great Wall of China disclosed that its 2021 annual report showed that the company achieved a total operating income of 17.79 billion yuan in 2021, an increase of 23.15% year-on-year. Among them, the revenue of "network security and informatization" was 11.953 billion yuan, accounting for 71.5% of the revenue, which was the main source of the company's revenue. It is worth noting that the company's R & D investment reached 1.25 billion yuan, an increase of 24.45% year-on-year.

Obviously, revenue growth and R&D investment are similar, which means that adhering to independent innovation has become a booster for the growth of China's Great Wall business scale.

The "14th Five-Year Plan" and the outline of long-term goals for 2035 released in 2021 point out: Adhere to the core position of innovation in the overall situation of the mainland's modernization construction, take scientific and technological self-reliance and self-improvement as the strategic support for national development, and improve the system and mechanism of scientific and technological innovation and stimulate the vitality of talent innovation as adhering to innovation-driven development.

The Great Wall of China, which has stepped out of the beautiful upward curve in the financial report, how to interpret the mission of a central enterprise? How to get out of the road of independent, self-reliant and self-reliant Internet information innovation?

1

The Time, Location, And People of the Great Wall of China

In the financial report of the Great Wall of China, we see a series of exciting figures: return on net assets and cash, with a five-year compound growth rate of 14.99%, the total asset size reached a new high of 32.7 billion, and the return on shareholders' investment in the past three years has a compound growth rate of 31.57%.

Behind the outstanding market performance of the Great Wall of China is the time, location and people given by the macro environment, market and ecology.

First of all, the vigorous development of the Internet information industry is the time when the Great Wall of China continues to grow.

In March 2016, the mainland set up an information technology application innovation working committee to promote China to gradually establish its own IT underlying architecture and standards, forming its own open ecosystem.

Nowadays, the internet information industry has become a national strategy, the development of the network information industry is to solve the problem of intrinsic security, intrinsic security is to transform the IT architecture into controllable, researchable, developable, productionable IT capabilities, and through the development of the network information industry to build their own IT industry standards and ecology. According to the data of Haibi Research Institute's "2021 China Internet Information Industry Ecology", the market size is expected to be released exponentially, and it is expected to reach 800 billion yuan in 2025.

The Great Wall of China, as the national team and vanguard of the Network Information Industry, should follow the trend and carry the banner of the rise of the Internet information industry by taking the road of innovation and research and development of the whole chain from basic software to the whole machine and business system.

Second, strengthening investment in technological innovation is a geographical advantage for the Great Wall of China to self-discipline.

Resolutely take the route of scientific and technological self-reliance and self-improvement, and at the same time, through truly original scientific and technological innovation, it is integrated into the main track of innovation in the entire digital economy. The Great Wall of China is constantly challenging itself.

As we know, network security and informatization business is composed of computing terminals, application terminals, terminal components, and industrial services. In terms of computing terminal innovation, the Great Wall of China focuses on the "core-end" product industry ecological chain, adheres to core technology innovation, firmly grasps the core technology in its own hands, and launches a new series of core products with independent intellectual property rights, such as domestic high-performance chips, notebook computers, new octa-core desktop terminals, multi-channel servers, etc.; in terms of application terminal innovation, financial machines have led the domestic financial industry for six consecutive years, and technologies such as high-definition smart card printers and intelligent machine non-sensor adaptation platforms have reached the international advanced level In terms of terminal component innovation, it continues to lead the domestic IT power supply market; industrial services actively promote the development of PKS ecology.

Third, the success of Netinfo depends on the complete ecological success, which is the people of the Great Wall of China.

To put it simply, the P in PKS refers to: Feiteng CPU, K refers to: Kirin operating system, and S refers to: the security trust chain and trusted cloud server protected according to the "S-Security" three-dimensional protection. The combination of the three is PKS, and the PKS system itself includes a series of collaborative innovations such as operating system, cloud computing basic services, middleware, databases, big data, and security applications, so it has a strong ecological attribute.

The acceleration of the network information industry, to a certain extent, so that many innovative companies in the system have the opportunity to continue to innovate and accelerate the growth iteration, everyone collects firewood and flames, PKS enterprises in the entire system are growing, the Great Wall of China as the "strong point" in the PKS system has a higher growth space.

2

Playing iron also needs to be hard

The "Three Focuses" of the Great Wall of China

Although the opportunities of the Internet information industry have given the Great Wall of China the opportunity to continue to grow, the time, location, and people.

In addition to the responsibility of central enterprises, it is also necessary to have the overall strategy of independent innovation, as well as the pressure investment for subdivided industries and market segments.

In the 2021 financial report, we also saw that the Great Wall of China's R&D expenses increased by 24.45% year-on-year during its reporting period. More than 200 newly declared patents have been declared, and more than 130 patents have been approved, of which 38 invention patents have been authorized. At the same time, a new situation of systematic innovation has been formed in the overall strategy and each business line.

The first is the strategic focus, in terms of independent intellectual property rights, the Great Wall of China has clearly defined the direction of innovation based on the PKS system, such as the latest Great Wall computer has completely independent intellectual property rights, becoming synonymous with the mainland's independent security computer. At the same time, we focus on core technologies, adhere to the development strategy of "cultivating cores with ends, taking core belt ends, core ends as one, and dual-core drive", and are committed to building an independent computing hardware product chain with "core-end" as the core, and comprehensively driving the ecological development of the "network-cloud-data-intelligence" independent computing industry.

The second is business focus. Firmly forging the main products, the company's chips, machines, servers, PLCs, network switches, routers and other independent security products have gradually become the leading products in related markets. The Great Wall of China has always been an important provider and service provider of information system solutions and equipment, carrying the mission and responsibility of network security and informatization, adhering to the path of independent innovation and development, and continuously consolidating and enhancing core competitiveness.

Finally, the focus of innovative talents, through the creation of a professional team, China Great Wall Research Institute has built a scientific and technological innovation platform system of 4 national innovation platforms + 13 provincial innovation platforms + 3 academician workstations + 3 postdoctoral workstations, with more than 1300 patents, 3 part-time academicians, 7 experts enjoying special government allowances of the State Council, and 46 doctors.

From strategic focus, to business focus, to talent focus, The Great Wall of China has obviously taken its own innovation ability into its own hands.

13

Self-reliance

Yesterday, today and tomorrow of the Great Wall of China

Rome has never been built in a day, since its inception in 1984, China's growth has always been synonymous with localization innovation, from China's first micro-Chinese computer with independent intellectual property rights, to China's first computer hard disk, China's first monitor, the first light pen graphic display terminal, China's first terminal ASIC chip was born in the Great Wall of China.

The original accumulation of thin hair in exchange for the Great Wall of China in the era of the Internet information industry opportunities under the leadership position: Feiteng CPU, in the localization chip market share of up to 78%, the Great Wall brand in the localization of the whole machine market share of 30% ranked first in the market, but also in the financial information market share of 40% ranked first, power products market share of 50% ranked first.

These solid market share data further verify the effectiveness of The Great Wall of China's innovation strategy. Throughout 2021, the Great Wall of China will further aggregate the elements of innovation resources, concentrate the basic common R&D forces, build a terminal R&D platform, and create a R&D system that empowers multi-business development. This not only makes the Great Wall of China an independent computing hardware manufacturer with the technical capabilities of the whole series from the underlying firmware to the whole machine, covering servers, desktops, notebooks, and all-in-one machines, but also makes the Great Wall of China build a safe, advanced and green domestic computing hardware research and development core force around the construction and development of the PKS system, shoulder the main mission of the core strength of the national network information industry and the organizational platform, and become the main component of the national strategic scientific and technological strength in the field of network information.

Objectively speaking, the development of the Internet information industry will be a long run, although in the context of fierce market competition, profitability has been questioned, but the author believes that with the acceleration of the digitalization process of China's thousands of industries, the proportion of localization will gradually increase, the future Internet information market will change from quantitative change to qualitative change, and the Internet information industry will grow into a world-class service provider. The Great Wall of China, with the advantages of its core business, the leading position and leading position of major industries, and the mission of ensuring national network security, is still the "spokesperson" for self-improvement, autonomy and self-reliance in China's internet information industry.