Tongwei Co. Ltd., founded in 1995, initially focused on producing and selling aquaculture and livestock feed. In 2006, the company entered the photovoltaic (PV) new energy industry. Since then, it has consistently maintained leading production volumes in high-purity silicon and solar cell modules. Tongwei adopted a specialized, decentralized, and differentiated development model, concentrating on three key segments of the PV industry chain. In early 2023, facing increasing competition and a growing trend towards industry integration, Tongwei considered whether to fully integrate its industry chain, pursue partial integration, or continue with its specialization strategy.

This case details the journey of Chengdu Zhiyuanhui Information Technology Co., Ltd. (referred to as "Zhiyuanhui") in pioneering digital innovations within public transport since its inception in 2010. From the start, Zhiyuanhui resolutely adopted a strategy combining digital technology innovation with scenario-based applications. By continually refining these integrations, Zhiyuanhui introduced first-of-their-kind products to the world. These included the "Smart Screen," "QR Code Riding," "Facial Recognition Riding," and "Masked Facial Recognition Riding," providing an ever-evolving comprehensive smart transit management service system in settings such as subways. In 2020, Zhiyuanhui ventured into smart city construction, bringing achievements as well as new competitive challenges and market conditions. By February 2022, it had become imperative for Deng Bo to reevaluate Zhiyuanhui's long-held development strategies. How could they refine their smart city model of "digital technology + scenario operations" within the smart transportation domain? Moreover, what strategic priority should have been assigned to digital technology versus scenario operations?