Digital China's revenue exceeded 140 billion yuan in 2025, with AI-related business growing nearly 50% | Latest News

Author | Huang Nan

Editor | Yuan Silai

Digital China (000034.SZ) recently released its full - year performance report for 2025.

The financial report shows that the company achieved an annual operating income of 143.8 billion yuan, a year - on - year increase of 12%. The revenue scale has been steadily climbing for three consecutive years. Among them, AI - related businesses have become the core growth engine, with annual revenue reaching 33 billion yuan, a year - on - year increase of 48%. It has officially entered the stage of large - scale implementation and has become a current growth pole on par with traditional distribution businesses.

Specifically in the business segments, high - value strategic businesses have shown explosive growth. The revenue of AI software and services business centered around Shenzhou Wenxue reached 110 million yuan, a year - on - year increase of 165.4%. The enterprise - level Agent middle platform has entered the commercialization stage; the revenue of digital cloud services and software business was 3.56 billion yuan, a year - on - year increase of 22%; the revenue of the self - owned brand Shenzhou Kuntai computing power products increased by 62.4% year - on - year to 7.44 billion yuan, becoming the core growth pole of AI infrastructure; the revenue of AI ecological business was 21.92 billion yuan, a year - on - year increase of 48%.

In addition, the electronic components distribution business in IT distribution and value - added services has performed outstandingly, with revenue reaching 28.2 billion yuan, a year - on - year increase of 40%. Benefiting from the explosion of AI chip demand and the dividend of domestic substitution, it provides a stable cash - flow support for strategic transformation.

In terms of customers and orders, the number of customers signing contracts for the company's strategic business increased by 167% year - on - year, and the number of customers with orders over one million yuan increased by 125%. The contract value in the Internet industry exceeded 60 billion yuan, a year - on - year surge of 915%. Benchmark customers cover multiple fields such as healthcare, automotive, high - end manufacturing, and operators. The AI solutions have been highly recognized by the market.

Behind the growth is the company's precise positioning in line with the trend of AI for Process. Currently, most enterprises' AI applications still remain at shallow levels such as interface calls and question - answering assistants and have not truly integrated into the core business processes. Digital China takes process re - engineering as the entry point, builds a three - layer architecture of computing power base, model base, and Agent operation base, and forms a systematic ability covering technology, scenarios, and processes to provide full - link support for enterprises' AI implementation.

Among them, the enterprise - level Agent middle platform of Shenzhou Wenxue connects knowledge processes and covers the entire chain of computing power scheduling, data operation, and scenario - based services. In the healthcare field, it collaborated with Peking Union Medical College Hospital to create a peri - operative auxiliary diagnosis and treatment system for pancreatic cancer, with a diagnosis accuracy rate of over 94% and saving 80% of doctors' data processing time; in the high - end manufacturing field, it realizes the autonomous optimization of production lines through multi - modal AI visual agents, promoting the implementation of the "real - time perception - intelligent decision - making - automatic execution" closed - loop; in industries such as automotive and biopharmaceuticals, it re - engineers the core business processes with scenario - based intelligent agents to improve efficiency.

In terms of computing power infrastructure, Shenzhou Kuntai, relying on the Kunpeng + Ascend technology route, has launched new products such as the KunTai A989 I3 super - node server and the training - inference integrated server, enabling the efficient operation of large - scale models with hundreds of billions of parameters on a single Ascend NPU + Kunpeng CPU, reducing the threshold for private deployment; by acquiring the mainland business of Accton Technology, it has completed the full - chain capabilities of AI infrastructure R & D, production, and supply chain.

Li Ying, the CEO of Digital China, said at the performance briefing that looking forward to 2026, the company will focus on four major AI strategic directions: using Shenzhou Wenxue to connect the value closed - loop of "scenario - model - data"; building an AI - Ready enterprise data governance system; creating a full - stack computing power product system of AI Factory; and deepening open cooperation in the AI ecosystem to undertake the implementation of AI for Process.

Against the backdrop of increasingly fierce industry competition and enterprises' digital transformation entering the deep - water zone, Digital China has completed the transformation from an IT distribution giant to an AI process re - engineering service provider with its full - stack AI capabilities and industry implementation experience. The financial report performance and cases also mark that its AI - driven digital cloud integration strategy has entered the value realization stage.

Behind this performance also reflects the change in industrial logic: the value evaluation of technology companies is shifting from revenue scale to AI implementation capabilities, process re - engineering value, and long - term ecological barriers.