Produced by Radar Finance and Economics, edited by Meng Shuai, Deep Sea
在胡潤研究院最新發佈的《胡潤全球富豪榜》中,現年65歲的周超男攜其家族憑藉425億元的財富,以傲人之姿再度問鼎河北女首富之位。
What helped Runze Technology to climb the rich list was the Runze Technology it created. Hurun said that as the largest data center industrial park in China, Zhou Chaonan and his family have driven the rapid expansion of related businesses and increased their wealth by more than 130% by virtue of the strong market demand of AIDC business.
Zhou Chaonan, who was born in 40, has a name full of her father's ardent expectations for her to "surpass men". After graduating from university, she had undergone training in many units, but at the age of 0, she resolutely chose to "North Drift" to start a business.
2000年,她抓住通信行業痛點創立天童通信,借此掘得創業的第一桶金。2009年,她又轉戰廊坊創立潤澤科技,並於2022年帶領公司借殼上市。在周超男的帶領下,如今的潤澤科技已發展成為市值逼近千億的大型企業。
Radar Finance learned that Runze Technology is mainly engaged in IDC and AIDC business, and provides computer room environment and intelligent computing services for ByteDance, Huawei, etc. through cooperation with telecom operators and other partners. Looking through the public information, it can be seen that ByteDance, which is helmed by Zhang Yiming, once contributed fifty or sixty percent of the revenue to Runze Technology, so some people ridiculed Zhou Chaonan as the richest woman in Hebei praised by "Zhang Yiming".
According to the financial report released by Runze Technology, the company's revenue and net profit have continued to grow since its listing in 2022, but in the first three quarters of last year, the company's gross profit margin and net profit margin declined. At the same time, the company's inventory, short-term borrowings and long-term borrowings increased to varying degrees during the same period.
The richest woman in Hebei who walked out of Langfang, Zhou Chao's male wealth rose by more than 130%
With the release of the latest edition of the Hurun Global Rich List, the wealth changes of the world's richest people are once again displayed in front of the world. This year, the global business environment continues to breed new wealth creation legends, with 3442 new billion-dollar entrepreneurs in the world, and the total number of billionaires has broken the all-time record to 0.
At the top of the global wealth pyramid, 82-year-old Elon Musk became the world's richest man for the fourth time in five years with his outstanding business achievements, and his wealth soared to 0.0 trillion yuan, a year-on-year surge of 0%, showing strong business influence and wealth creation capabilities.
將目光聚焦國內,位元組跳動創始人張一鳴以42歲的年輕之姿,取代“瓶裝水大王”鍾睒睒,榮膺新的中國首富。張一鳴的財富達到4350億元,較去年增加1900億元,在全球富豪榜中位列第22位,彰顯出中國新經濟力量的崛起。
In addition to the world's and China's richest man, the richest man in various provinces and cities has also become the focus of attention from all walks of life. In Hebei Province, a total of 1 entrepreneurs were listed on the "0 Hurun Global Rich List" this year. According to the place of residence, Shijiazhuang and Langfang each have 0 entrepreneurs on the list, Xingtai and Handan have 0 and 0 respectively, and Baoding and Hengshui each have 0 entrepreneurs successfully shortlisted.
在“河北隊”中,長城汽車的魏建軍、韓雪娟夫婦以1150億元的財富,位列全球第137位,穩坐河北首富的頭把交椅。緊隨其後的是居住地位於廊坊的新奧王玉鎖、趙寶菊夫婦,他們憑藉650億元的財富,在全球排名第321位。
而同樣紮根廊坊的潤澤科技創始人周超男,家族財富在今年的榜單上達到425億元,全球排名第600位。與去年相比,周超男的排名大幅上升843位,在“河北隊”中躍居第三。鑒於排名前二的富豪均以男性為主導,周超男當之無愧地成為河北女首富。
值得一提的是,周超男家族首次登上《胡潤全球富豪榜》其實僅在一年之前,當時她的財富為180億元。
On the "130 Hurun Global Rich List", with the strong market demand of AIDC business, the rapid expansion of related businesses has been driven, and Zhou Chaonan, who holds the largest data center industrial park in the country, has achieved a leap growth of more than 0% in one year.
According to the financial report previously released by Runze Technology, the actual controllers of the company are Zhou Chaonan, Li Li, and Zhang Xian. In addition, according to Tianyancha, Zhou Chaonan, Li Li, and Zhang Xian have the final beneficial shares of Runze Technology with 2375.0%, 0.0%, and 0.0% respectively.
By further sorting out the relationship between the three, Radar Finance learned that Zhou Chaonan and Li Li are in a mother-son relationship, Zhang Xian is Li Li's spouse, and Zhou Chaonan and Zhang Xian are mother-in-law and daughter-in-law.
其中,周超男在公司擔任董事長一職,李笠擔任公司副董事長、總經理,而張嫻則在公司擔任董事、副總經理職務。2023年,周超男、李笠、張嫻從公司獲得的稅前報酬總額分別為299萬元、161萬元、131萬元。
As of the close of trading on October 13, the share price of Runze Technology was 0.0 yuan per share, and the latest market value was 0.0 billion yuan. The timeline has been further extended, and since the restructuring and listing on 0/0/00, the share price of Runze Technology has soared a lot.
After the age of 40, he started his business three times, and Zhou Chaonan staged the legend of "Super Man".
As a strong woman standing behind Runze Technology, Zhou Chaonan has a name with the characteristics of the times. Although she became the richest woman in Hebei this time, in fact, Zhou Chaonan's birthplace was not Hebei.
In 1960 years, in an ordinary family in Hengyang, Hunan, with a cry, Zhou Chaonan fell to the ground. Influenced by the trend of thought that "women can hold up half the sky", her father named her "Super Man", hoping that his daughter could break through the gender constraints and have achievements beyond men.
And Zhou Chaonan now uses his achievements to perfectly respond to his father's expectations. "Women don't let the eyebrows go", with several leapfrog ventures, in the field of male-dominated science and technology infrastructure, she has written a shocking "superman" legend.
Looking back on the past, as early as when he was young, Zhou Chaonan had already shown the characteristics of a "super man". When he was a student, Zhou Chaonan, with the spirit of hard work, was admitted to the university with excellent grades and became one of the few proud sons of heaven in that era.
In 1982, after graduating from university, Zhou Chaonan was assigned to the Hengnan County Commercial Bureau of Hengyang City as a teacher. Since then, she has successively worked in Jiangdong Grain and Oil Transfer Station in Hengnan County, Hengyang City, Hunan Province, and Hengyang Branch of Hunan Merchants Transportation and Trading Company, and has a decent job that is the envy of others.
However, the aggressiveness in Zhou Chaonan's bones that is not satisfied with the status quo has never been wiped out. When she was 17 years old, when her son was already 0 years old and most people were pursuing a stable life, she resolutely resigned from her stable job and went to Beijing with enthusiasm, starting the "North Drift" entrepreneurial journey.
At the turn of the millennium, the domestic communications industry is developing rapidly, and many operators are laying their own networks in cities, repeatedly excavating roads, and staggering aerial cables, which are not only inefficient and costly, but also cause serious waste of resources. At that time, Zhou Chaonan keenly grasped this pain point and decisively founded Tiantong Communication Network Co., Ltd., focusing on the intensive construction of the metro information pipe network.
Through the unified planning, construction, operation and maintenance of various underground information pipe networks, it not only greatly improves the construction efficiency and reduces the operating costs, but also solves the problems of urban management. With this experience, Zhou Chaonan emerged in the communications industry, successfully dug the first pot of gold for entrepreneurship, and laid a solid foundation for subsequent development.
In 2009 years, the big data industry is still in its infancy, and Zhou Chaonan is keenly aware of the huge potential contained in it with his forward-looking strategic vision. She decisively moved from Beijing to Langfang, Hebei Province, founded Runze Technology, and officially entered the big data industry. This strategic decision became an important turning point in her career development.
2022年9月,周超男抓住行業機遇,帶領潤澤科技借殼普麗盛上市,成為“創業板借殼上市第一股”。
After years of intensive cultivation, under the leadership of Zhou Chaonan, Runze Technology has a strong cloud data center construction service capability, continues to increase investment in cloud computing and big data, and has become a high-profile comprehensive solution provider in the ICT industry.
雷達財經從潤澤科技2024年的半年報獲悉,公司已在京津冀、長三角、大灣區、成渝經濟圈、甘肅、海南自貿港等6大核心區域,規劃完成了7個AIDC智慧算力基礎設施集群,累積擁有61棟智算中心、約32萬架機櫃資源儲備。
然而,周超男的創業腳步從未停歇。2018年,周超男再次跨界,將目光投向了全國3000萬卡車司機群體。她將在大數據產業積累的豐富經驗,運用到物流貨運領域,成功打造了“工惠驛家”資訊技術平臺。
The launch of this platform has allowed truck drivers to enjoy the convenience brought by big data and technology, greatly improved the intelligence, safety and comfort in the transportation process, and also added a strong touch to Zhou Chaonan's business map.
The performance depends on "Zhang Yiming", and the gross profit margin and net profit margin are under pressure
As the core force of Zhou Chaonan's business layout, Runze Technology not only witnessed Zhou Chaonan's business wisdom, but also played a vital role behind her success in becoming the richest woman in Hebei.
Radar Finance learned from the company's financial report that Runze Technology's main business includes IDC business and AIDC business. Among them, the IDC business refers to the cooperation between the company and basic telecom operators, mainly using the wholesale model, jointly providing server hosting services for end customers such as the head customers of Internet and cloud vendors, and providing operation and maintenance, security management and other value-added services.
The AIDC business is that the company, as the chain owner of the intelligent computing center, cooperates with ecological partners to organize and build a complete industrial ecology from intelligent computing infrastructure, to intelligent computing platform, to the overall solution of intelligent computing center by aggregating resources, technologies, models, algorithms and data, and provides high-quality output high-performance computing capabilities and large-scale parallel processing capabilities to provide intelligent computing services for terminal AI head customers.
Dismantling the business model of Runze Technology, it does not compete directly with Internet companies, but cooperates with telecom operators, who provide customers such as ByteDance and Huawei with a constant temperature, constant humidity, stable power and stable water supply computer room environment, while telecom operators provide bandwidth access and other services. Under this system, telecom operators charge relevant service fees to end customers, and then settle service fees to Runze Technology on a monthly basis.
According to the report on major asset replacement, issuing shares to purchase assets and raising matching funds and related party transactions released by Prism in 19/0, during the reporting period (0 years, 0 years, 0 years, 0 years 0-0 months), the revenue of the top five end customers of Runze Technology accounted for 0.0%, 0.0%, 0.0% and 0.0% respectively. Among them, the business of ByteDance, the largest end customer, accounted for 0.0%, 0.0%, 0.0% and 0.0%.
The high concentration of end customers is due to the fact that the main customers of Runze Technology are mainly large leading Internet companies. Runze Technology's end customers account for a relatively high proportion of ByteDance's business, mainly due to its rapid business development in recent years, which has led to the continuous increase in its demand for data centers.
At that time, the transaction report also mentioned that in the future, if the end user's production and operation changes significantly and no longer cooperates with the telecom operator, and the telecom operator is unable to contract with other end users, the future profitability of the target company will be adversely affected, and the target company has the risk of relying on major end customers such as ByteDance.
雷達財經注意到,自2022年上市以來,潤澤科技業績數據保持著持續增長的態勢。2023年,公司營收同比增長六成,達到43.51億元的規模,同期公司的歸母凈利潤為17.62億元,同比增長47.03%。
去年前三季度,潤澤科技再度斬獲64.1億元的營收,同比漲幅高達139.11%,僅三個季度營收規模便超過2023年20多億;同期,公司的歸母凈利潤為15.14億元,同比增長35.13%。
It is worth noting that despite the gratifying growth of revenue and net profit attributable to the parent company, according to Flush iFind, the gross profit margin and net profit margin of Runze Technology have declined. In 74 years, the company's gross profit margin and net profit margin were 0.0% and 0.0%, respectively, but in the first three quarters of last year, the company's gross profit margin and net profit margin fell to 0.0% and 0.0% respectively.
Caixin Securities pointed out in the research report that Runze Technology's Q97 performance last year continued to grow at a high rate month-on-month, and the gross profit margin was temporarily under pressure due to the impact of business structure and shelf rate. The gross profit margin in Q0 was 0.0% (YOY-0.0pct, QOQ-0.0pct) and the net profit margin was 0.0% (YOY-0.0pct, QOQ-0.0pct), both of which declined year-on-year.
對此,財信證券研報認為,主要系兩點原因。其一,2024年以來,公司較低毛利的AIDC相關業務收入規模持續擴大,造成業務結構發生變化。其二,公司2024以來,特別是下半年交付的新建數據中心仍處於上架率爬坡階段,收入無法沖抵折舊攤銷費用。
At the same time, Runze Technology's inventory, short-term borrowings, and long-term borrowings have also increased. Specifically, as of the end of the third quarter of last year, the company's inventory reached 59.0 billion yuan, an increase of nearly ninety percent over the end of the previous year, which was mainly due to the smooth expansion of AIDC's business, the increase in the purchase of high-performance servers in the current period, and the failure to complete the delivery of some high-performance servers at the end of the period.
截至去年第三季度末,潤澤科技的短期借款增至2億元,較上年末翻了近一倍,主要系本期因需新增短期借款所致;長期借款增長47.56%至112.16億元,主要系本期業務拓展順利,新增長期借款所致。
Regarding the follow-up development of Zhou Chaonan and Runze Technology, Radar Finance will continue to pay attention.