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How will the surging tide of digitalization overturn the future?
2022-07-01 13:49:00 【Big data V】
Reading guide :6 month 20 Friday night ,《 The power of digitalization 》 Blockbuster released , Founder of Digital China 、《 The power of digitalization 》 Author Guo Wei made a wonderful speech at the press conference , Go back to the past and present lives of digital civilization , Insight into digital future value password , Explain the path of enterprise digital transformation .
author : Guo Wei
source : Digital China Group (ID:digitalchina000034)
01 The surge of digitalization , Sweeping the globe
In the past few years , Digitalization is a very hot topic . What exactly is digitalization ? What is the impact of digitalization on us today ?
from 2020 Year to 2022 year , The COVID-19 has been affecting our lives , Activities that affect our production and operation . But in such a case , We still see ,2021 Apple Inc 、 The market value of Microsoft has exceeded 2.5 Trillions of dollars , A record high .
In fact, in the past 40 Mid year , Great changes have taken place in the capital market .1980 year , The total market value of the top ten companies in the world is only about 2400 Billion . today , The market value of the top ten companies in the world has exceeded 12 Trillions of dollars , The combined market value of Microsoft and apple has exceeded 5 Trillions of dollars .
At the same time we can see ,2021 In, nine of the world's top ten companies were related to digital technology , And the market value has repeatedly hit new highs . From another perspective , The consumption growth rate created by China's online consumers is also several times or even 10 Double growth .
This is the impact of digitalization on us today . Sina wave triggered by digitalization is sweeping .
02 The invention of smart phones , Push the digital wave forward
Speaking of smartphones , I have to mention jobs —— The inventor of Apple mobile phone , There are many things worth thinking about in him . such as , Jobs arrived in the United States as an Asian immigrant , His father is Lebanese . Lebanon is the only Christian country in the Middle East . And jobs believed in Buddhism all his life , His products embody very rich Zen thoughts .
Jobs in 1976 In, he founded Apple , Invented the first desktop computer of mankind . Four years later , The company goes public , Jobs also became a newsman at that time , Created a lot of millionaires . but 1985 In, he was expelled by the board of directors , Became the first entrepreneur to be expelled 、 The expelled founder of the company .1997 year , Jobs became the first person invited back by the board CEO, Started a new road of innovation .
2007 The invention of Apple mobile phone in brought the rise of digital consumption . stay PC Time , Take China for example , Our total installed capacity is 5000 Ten thousand units / The number of sets is about , And now , This figure is several hundred million . Almost everyone has a smartphone , Every mobile phone has a lot of App. On the one hand, we are accepting digital consumption , Also through App Realize what cloud is , What is Yunyuan . Digital consumption has become the most prominent feature of this era .
03 subversion , Human evolution is a cognitive revolution
In fact, in the course of human development , Each of us 、 Every era , There are cognitive limitations . In thousands of years BC , Chinese people think that the world is a land of gold, wood, water and fire , It's five elements .
The most important influence on human cognition of the world today is ancient Greece . The ancient Greeks believed that the world was atomic or particle . Based on this recognition ,17 century , Newton wrote the mathematical principles of natural philosophy , A series of physical phenomena are explained and defined mathematically , Created modern science .
On this basis , We have developed modern industry . Of course, even Newtonian mechanics , It still has its limitations . So in the process of explaining wave particle duality , Einstein invented the theory of relativity . Newtonian mechanics is a special case of low speed in the environment of relativity . Our cognition has undergone a disruptive change .
Einstein invented quantum mechanics , But at the same time, he is troubled by quantum mechanics . Because in the quantum world or in the micro world , We cannot describe a series of phenomena with the method of determinism . therefore , Everyone has cognitive limitations . It's a necessity , We don't have to be afraid of it , Just need to consider how to constantly subvert cognition and development .
One important subversion , Is that the world has entered the era of digital civilization . Pythagoras, the great mathematician of ancient Greece, has long predicted “ The world is digital ”. It is precisely because of this perception , Newtonian mechanics . today , Due to the development of computer , The computing speed has changed a lot , Even many human behaviors can be expressed numerically . The world we see at this time , Is a new world of numbers .
04 The world is digital , Data assets are the standard to measure enterprise value
The state put forward Data is a factor of production . This has a huge impact on us today , In fact, this also marks the beginning of the digital economy . You may want to ask , We're not from 1940 After the invention of the computer in , Began to use electronic information technology to do all kinds of things ?
What is the difference between informatization and digitalization ? Traditional informatization mainly relies on computer technology and network technology , The fundamental purpose is to improve the operational efficiency of enterprises . And the process of digitalization of enterprises , Is to constantly accumulate data assets .
When visiting Jiangnan Shipyard last year , Chairman Lin of Jiangnan Shipyard made a very incisive remark . He said :“ Digitization is not informatization , Digitalization is business , If you don't transform, you will die .” In fact, the meaning behind , Data assets are the most important assets of shipyards .
How to transform business data into business data , This is a problem that all modern enterprises must consider today . So we also constructed a model . What an enterprise pursues is business agility , We should constantly make our business iterate quickly to meet the needs of customers .
Another aspect , Through the continuous superposition of data assets 、 Constantly refactoring , Generate new business . On this basis, digital cloud convergence . in other words , Data is the reflection of business , It's the other side of the business . How to realize the rapid combination of data , Is what we want to do with cloud technology . Therefore, digital cloud integration is a very important direction of digitalization .
How to view our digital assets ? I want to give two examples .
Who is the largest public cloud company in the world today ? Amazon . Amazon was just an e-commerce company in its early days , Selling books through the Internet . In the process of selling books , Generated a large number of users 、 Consumer and supplier data . Between these two, a series of data models designed for consumer behavior and goods . therefore , Someone suggested to Bezos , Open and share data to develop new businesses and products .
today , Amazon has formed its own core competitiveness and growth flywheel around data assets . Amazon invested in the process of generating these data , That is to establish AWS( Amazon cloud ) The process of . today , Amazon has become a cloud company with a very high market capitalization in the world .
Another example , Namely China Merchants Bank . From the traditional concept , The scale of an enterprise is directly proportional to its assets , The larger the enterprise's assets , The higher the market value . The scale of total assets of China Merchants Bank is about that of ICBC 1/3, But the market value is not so different .
because , In the past few years , China Merchants Bank is owned by high net worth customers , Provide access to 2000 Scene application , Or it's a product of digital cloud , Thus, a lot of data assets are deposited . While high net worth customers are using these scenarios , That is, in the process of consuming these data , It forms a virtuous circle . so , Today, data assets are very important assets .
The period of agricultural civilization , The most important factor of production is land , More land means more wealth . The era of industrial civilization , More capital means more wealth . Enter the digital civilization , The most important thing is the data , Who has enough 、 The most data assets , Who has the greatest say and influence .
So the digital transformation of an enterprise , The most fundamental purpose is to constantly expand data assets , And use data assets to constantly create new businesses , So as to form a virtuous circle . This is the growth flywheel of a digital enterprise .
As a non digital native enterprise , How to quickly accumulate data assets ? On the one hand, we should clarify our core business , In addition, we need to complete the process of managing and creating these data in the technical architecture .
05 Subversion of technological paradigm , Data cloud convergence creates the foundation for data value
Digital cloud convergence is a disruptive innovation of information technology . In the past, information systems were application centric , Today, we should focus on customers . In the application centered time , The main thing is how to better 、 Effectively control and manage the effectiveness of this system . When we are customer-centric , It is to realize the more organic transformation between data assets and business .
Such a technological paradigm for traditional IT The technical architecture of is a great challenge , It's almost impossible to finish . The emergence of cloud technology , Make this possibility a reality , Especially under the multi cloud hybrid platform , Or in the original environment of cloud , So that data can flow freely between clouds , This creates preconditions for the embodiment of data value .
From the perspective of the transportation industry we are familiar with, the change of technological paradigm is the same . The earliest was a carriage , Later it became a steam engine , From steam engine to electrified railway , From electrified railway to high-speed railway .
In the rapid circulation process of the whole transportation , A revolutionary technological change is container . Containers are transferred from ship to land , Transfer to the changing process of air transportation , Greatly improved efficiency . If loading and unloading a bulk 10000 ton ship , It used to take one to two months , With container loading and unloading time reduced to a week , Even shorter time . This brings multiple or even exponential growth to the overall logistics transportation efficiency .
The architecture of data cloud integration , In fact, it solves the problem of efficient circulation and operation of data assets . It is precisely because of the subversion of such a technological paradigm , It has provided great help for our digitalization process today .
06 The new infrastructure engine starts , Win win future
In the process of human civilization , Infrastructure is the symbol of civilization in this era , It is also the driving force of civilization . Speaking of the story of Dayu's flood control , Usually we only talk about him “ Three passes through the house without entering ”. But in fact, his greatest contribution is to lead everyone in harnessing the Yellow River , And let the Yellow River connect the primitive tribes along the coast . The convenience of interstate irrigation , So that our Chinese nation moved from the mountains to the plains .
In the age of agricultural civilization , China's agricultural technology leads the world 2000 many years , It also gave birth to the prosperous Tang Dynasty and many magnificent treasures in history .2005 year 《 The New York times 》 There is an article about , stay 1300 Years ago , The largest city in the world already has 100 Ten thousand people , At that time, there was no New York , Only in London 1 ten thousand people . This city is called Bianliang , That is, today's Kaifeng .
The Chinese nation is leading the world in the whole era of agricultural civilization , Many technologies are Chinese inventions . So the Yellow River as an infrastructure , It is a symbol of Chinese national civilization , It is also a very important infrastructure to promote agricultural civilization .
In the Mediterranean region , There is a very famous library called “ Alexandria Library ”, This is the first library of mankind , At that time, scientists from the Mediterranean coast gathered here . Our technology today 、 The light of modern civilization , It can be said that it started from the library of Alexandria . Alexandria library is the most important infrastructure in ancient Greece .
today , There are many infrastructures in the industrial age , We often talk about “ Iron and base ” wait . Then the era of digital civilization or the era of digital economy , What should our infrastructure be ? What kind of problems can these infrastructures help us solve ? For example, positioning system 、 Mobile payment , These are our very important infrastructure . This is also a way for us to surpass the traditional industrial society , It can be the successor .
Today, the country proposed “ three critical battles ”, One is how to resolve financial risks and achieve Inclusive finance ; One is to realize Rural revitalization , Realize that green waters and mountains are golden mountains and silver mountains , On the basis of poverty alleviation , Let our farmers become rich ; And we need to realize “ Carbon neutralization ”、“ Carbon reaches its peak ”, Climate change has done great harm to our earth , How do we get through “ Double carbon ” Our goal is to make our life better , Let our earth be better .
Digital technology is born to solve such problems ,“ New infrastructure ” It will be achieved around such a goal .
for instance , How can we support the real economy through scenario finance today , Reduce the leverage in the middle 、 Derivative , Face assets directly to realize financial services ? That is to say, through the digitalization of assets , Let data assets and financial assets connect directly , Realize scenario finance , At the same time, through the establishment of digital RMB and other infrastructure to achieve national financial security .
The same is true of Rural Revitalization . How can we confirm the right of land on the basis of , Transform farmers' land assets into data assets , In farmers' sowing 、 farming 、 Sprinkle pesticides 、 harvest 、 In the process of trading , Through the formation of data assets , Introduce financial capital and a series of social services , It also allows industrialized production and traditional agriculture to be combined .
“ Double carbon target ” Even more so . We “ Carbon reduction ” Good 、“ Carbon addition ” Good , Can you use “ Carbon coin ” To achieve such a goal ? Can we send it to everyone 100 Ten thousand “ Carbon coin ”, And then use “ Carbon coin ” To spend . Saving a kilowatt hour of electricity means more money for a kilowatt hour of electricity , Some people consume more than one kilowatt hour , He came to buy “ Carbon coin ”. So as to realize the carbon neutralization and carbon management of the whole society .
I believe in digital technology , The power of digitalization , It can help us solve the challenges and problems we face . Digitalization is a continuous process , I hope to work with readers , Discuss together how to do better in the process of digitalization in China , Also through such a digital process , Realize the great rejuvenation of our Chinese nation .
Extended reading
Extended reading 《 The power of digitalization 》
Recommended language : Guo Wei, founder of Digital China, wrote a masterpiece ! Digital control, tailored for Chinese enterprises 、 Important reference and action guide for innovation digitalization . This book traces the past , Focus on the present , Looking forward to the future , This paper discusses the essence of digitalization and the opportunities and challenges it brings to human development , Help enterprise managers grasp the development trend and potential development opportunities of the digital revolution , Inspire Chinese enterprises to realize the reversal from following to leading in the world !
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