Shulou(Shulou.com)11/24 Report--

On September 19, the Ministry of Foreign Affairs said that the third "Belt and Road Initiative" International Cooperation Summit Forum will be held in Beijing in October this year, when three high-level forums will be held around the three major themes of connectivity, green development and digital economy.

Among them, the digital economy, as a new engine driving global economic growth, provides strong support for Belt and Road Initiative's trade cooperation, digital infrastructure construction and digital market development. The importance of digital economy is self-evident, which gives birth to investment opportunities in the industrial chain related to digital economy.

The scale has exceeded 50 trillion, and the digital economy has stepped into the fast lane of development.

With the continuous breakthroughs in artificial intelligence, 5G, Internet of things and other technologies, digital economy has become a new economic form after agricultural economy and industrial economy. According to the Chuancai Securities Research report, word-teaching economy usually refers to the application of digital technology in the economic environment, social life and all kinds of industries, and there is still a big boost to the development of domestic digital economy in the future. it is expected that by 2025, there will be a deep integration of word-teaching technology and real economy, thus giving birth to more new business type, new models and new industries.

As a key force driving economic growth, digital economy has become one of the important national strategies at the policy level. For example, the "14th five-year Plan for the Development of the Digital economy" points out that by 2025, the digital economy will enter a period of comprehensive expansion, and the added value of the core industries of the digital economy will account for 10% of GDP. The "overall layout Plan for the Construction of Digital China" issued by the State Council this year puts the digital economy in a more important position, and further points out that by 2025, a pattern of horizontal, vertical, coordinated and effective integration will be basically forced. important progress has been made in the construction of digital China.

With the support of the superposition policy of technological change, China's digital economy is moving towards the fast track of development, and remarkable achievements have been made in the construction of digital China. According to the Digital China Development report (2022) released by the State Internet Information Office, China's digital economy reached 50.2 trillion yuan in 2022, ranking second in the world and accounting for 41.5 percent of GDP. The China Academy of Information and Communications predicts that by 2025, the scale of China's digital economy will exceed 60 trillion yuan, and the input-output efficiency of the digital economy will increase to about 3.5.

With the vigorous development of digital economy, investment opportunities in related industrial chains are worthy of attention. Societe Generale Securities Research News believes that under the industrial chain of digital economy, it is suggested to pay attention to three main lines of digital industrialization, industrial digitization, and new digital infrastructure, among which the core areas of digital economy can be distributed under digital industrialization. such as Xinchuang, semiconductors, cloud computing, artificial intelligence and so on. Under the main line of industrial digitization, we pay attention to the core areas that benefit from digital empowerment and technological change in traditional industries, such as intelligent cars, industrial software, energy IT, IT and so on. Under the main line of digital new infrastructure, pay attention to smart city, intelligent transportation, rural revitalization, Belt and Road Initiative and so on.

Guolian Securities Research News pointed out that the scale of the segment of the digital economy is relatively large, the average annual compound growth rate has been maintained at a high level in the past, and there is a broad market space in the future. At present, the industrial chain of digital economy in China is still in the early stage of development. It is suggested to start from the main lines of optical communications, semiconductors, computers, AIGC and cloud computing to grasp the relevant market.

Lenovo Group helps the Construction of Digital China with the New IT wrestling with Digital economy

The trend of digital economy is irresistible, how can enterprises grasp the leading advantage in the digital tide? As a global leader in digital economy, Lenovo Group's answer is to build a solid digital base with the new IT technology of "end-edge-cloud-network-intelligence" as the lead, using AI and "Puhui" computing power.

It is worth mentioning that as a practitioner and enabler of intelligent transformation, Lenovo Group has externalized its own digital strength and formed an advantage in the new digital infrastructure in the fields of smart city and intelligent transportation, so as to promote the construction of digital China and continuously inject new momentum into a bigger and stronger digital economy.

From the perspective of business strength, Lenovo Group has built a digital base based on the "triple capabilities" of AI embedded intelligent terminals, AI-oriented infrastructure and AI native program services. Among them, the intelligent terminals embedded in AI take smart hardware such as AI PC, tablets, mobile phones and commercial IOT devices such as robots and sensors as the core; AI-oriented infrastructure mainly provides universal and intelligent "Puhui" computing power based on AI servers, high-performance computing, edge computing, storage devices and other products and services.

The native solution service of Lenovo Group AI takes the "giant" engine as the core, and is based on the IaaS layer (hybrid cloud), as well as the GPaaS of technology console and general business console, and VPaaS for different industries, to build a new intelligent transformation engine for itself and Qianhang Baiye.

Under the thinking of endogenesis and externalization, Lenovo Group, relying on the "giant" engine and AI products and services, has injected surging momentum into the new digital infrastructure in the fields of smart city, smart park, intelligent transportation, intelligent education and so on. For example, in the field of smart cities, Lenovo Group has built a smart cloud platform for the Summer Palace, built an intelligent, comprehensive, systematic and effective intelligent management and service system for the Summer Palace, and built an intelligent tourist service center. it provides tourists with digital, visual and humanized services, so that tourists can view the park information in real time through the intelligent Summer Palace operation screen. Realize self-help inquiry, guided tour, cultural display and other services.

In addition, Lenovo's digital capabilities also provide intelligent transformation services for manufacturing, retail, education, energy and finance industries. By building the service advantage of intelligent transformation, Lenovo Group is constantly activating the new momentum of the integration of data and reality, contributing intelligent power to the development of high quality.

Driven by the demand for the construction of the digital economy, Lenovo Group's ISG infrastructure solution business, supported by AI and computing power, continued to grow at a high speed. In the first quarter of 2023 Universe 24, the key products of this business achieved strong growth, of which the storage business grew by 120%, and its market share reached the fourth place in the world. Software and service revenue increased by 50% and 11%, respectively. The high-performance server business grew by 45%, and the emerging AI hardware infrastructure-related business achieved triple-digit growth compared with the same period last year, ranking third in the world. Huatai Securities Research News believes that driven by the digital economy, Lenovo's business is expected to continue to grow.

With the continuous promotion of the new round of scientific and technological evolution and industrial change, as well as the strong support of national policies, the vitality of the digital economy will continue to be released. Lenovo Group will continue to contribute to the construction of digital China while building competitive advantages and Nuggets digital economic opportunities with highly competitive products and services.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.