【私募调研记录】或恪投资调研广电运通

Group 1 - The core viewpoint of the article highlights that Guangzhou Yuntong is actively involved in cross-border payment services and has obtained relevant licenses, indicating a strong position in the market [1] - Guangzhou Yuntong's digital RMB products include both hardware and software, with successful cases such as winning the bid for the Beibu Gulf digital RMB comprehensive service platform project [1] - The company's server business, particularly through Guangdian Wuzhou, is experiencing rapid revenue growth and aims to capitalize on domestic opportunities while enhancing profitability [1] Group 2 - The company is leveraging its domestic technology and product advantages to expand its international business, particularly in Europe and the Asia-Pacific region, focusing on financial technology innovation [1] - Measures such as research and development collaboration, supply chain optimization, and enhanced digital management are being implemented to reduce management costs and improve operational efficiency [1] - The capital operation strategy of the company emphasizes a dual-driven approach of "industry + capital," focusing on artificial intelligence and data elements through diversified capital operations [1]