中国经济网北京1月9日讯 鑫宏业(301310.SZ)今日收报42.08元，跌幅1.45%。该股目前处于破发状 态。 鑫宏业于2023年6月2日在深交所创业板上市，发行股份数量为2,427.47万股，发行价格为67.28元/ 股，保荐机构（主承销商）为中信建投证券股份有限公司，保荐代表人为魏思露、陈颖。 鑫宏业首次公开发行股票募集资金总额163,320.18万元；扣除发行费用后，募集资金净额为 149,736.92万元。鑫宏业最终募集资金净额比原计划多105,136.92万元。2023年5月30日，鑫宏业发布的 招股说明书显示，该公司拟募集资金44,600.00万元，用于新能源特种线缆智能化制造中心项目、新能源 特种线缆研发中心及信息化建设项目、补充流动资金项目。 鑫宏业首次公开发行股票的发行费用（不含增值税）合计13,583.26万元，其中保荐及承销费用 10,198.82万元。 2023年年度权益分派实施公告显示，以公司总股本97,098,600股为基数，向全体股东按每10股派发 现金股利5元（含税），合计派发现金股利48,549,300元（含税），剩余未分配利润结转以后年度分配。 同时以资本公积金向全体 ...

Summary of Conference Call Records Company Overview - The company discussed is 深信服 (Deepin Technology), focusing on its subscription products and services in the cybersecurity and cloud computing sectors. Key Points and Arguments Industry and Business Performance - Subscription product lines, such as MSS (Managed Security Services), have shown significant growth of 20%-30%, while traditional hardware sales have declined. Subscription methods now account for 50% of the cybersecurity business [1][2] - The MSS solution integrates firewall, EDR, XDR, and situational awareness into a platform, providing a good customer experience, but only 10%-15% of long-term operational customers currently utilize it due to high costs. The goal is to increase this to 50% [1][2] - Managed cloud services maintain a growth rate of 40%-50%, primarily targeting medium-sized customers through competitive pricing, representing about 25% of cloud computing revenue [1][13] - EDS (Enterprise Data Services) has seen significant demand in manufacturing and finance, with a large market share and a new unified storage solution launched this year [1][14][19] Pricing and Customer Segmentation - The price for a complete MSS system is approximately 30,000 to 40,000 yuan, which includes bundled services like firewall and XDR. Customers typically increase their module usage over time, leading to higher renewal amounts [1][4] - 信创 (Xinchuang) hyper-converged products are priced 20%-30% higher than non-Xinchuang products, with Xinchuang customers accounting for over 50% of total sales despite being only 20%-30% of the customer base [1][21] AI and Technological Integration - The AICP platform aims to help enterprises utilize AI resources and optimize hardware performance through GPU pooling technology, but its high price is leading the company to adjust its pricing strategy [1][22][23] - The company has discussed AI products like email protection and security GPT, but market acceptance remains low due to high costs and the need for local deployment for data security [9][10][11] Market Dynamics and Competitive Landscape - The cybersecurity market is highly competitive, with price wars among leading firms, resulting in high investment but low returns. Despite some smaller players exiting, the overall market has not improved significantly [2] - The transition from centralized to distributed storage in the financial sector is ongoing, with some clients still using traditional databases, indicating a gradual shift rather than an immediate change [17][18] Future Outlook - The company expects to increase its enterprise user base from approximately 20 to around 100 in the future, with individual user spending gradually increasing [6] - The hyper-converged market is growing at 20%-30%, with a focus on filling the gap left by VMware's exit [20] - The company is exploring ways to leverage existing customers to expand its user base, particularly in AI technology [28] Challenges and Considerations - High costs remain a significant barrier for many potential customers, particularly in manufacturing, where investment decisions are cautious without clear ROI [26][27] - The company recognizes the need to balance hardware and software costs to make their offerings more attractive to customers [27] Additional Important Information - The company has a strong focus on providing high-level operational services, requiring a small team to manage multiple enterprise users [7] - The managed cloud service offers a cost advantage over traditional public cloud services by allowing flexible pricing based on actual resource usage [15]

Core Insights - The article highlights the theme of "open innovation and technology empowerment" in the context of the China International Financial Expo, focusing on exploring new paths for high-quality financial development [1] - MAXHUB showcases its financial industry solutions that integrate "AI + localization + hyper-convergence" to address multi-level collaboration challenges faced by financial institutions [1][2] Group 1: Digital Collaboration Network - Financial institutions are facing three major challenges: cross-level collaboration barriers, the difficulty of extracting value from massive unstructured data, and the pressure for localization under security needs [2] - MAXHUB has developed a comprehensive collaboration network that includes a hyper-converged video conferencing solution adaptable to various deployment environments, meeting diverse performance, cost, and security needs [2][5] - The AI-powered meeting solution provides real-time features such as meeting minutes, multilingual translation, and automated task generation, transforming lengthy discussions into structured, retrievable knowledge assets [2][5] Group 2: Implementation and Impact - MAXHUB's solutions have been validated in both multinational meetings and remote collaborations, demonstrating high efficiency and security [6] - A state-owned bank replaced over 3,000 terminals in 60 days, achieving seamless integration and covering nearly 800 branches with a high-quality localized meeting experience [6] - In rural areas, MAXHUB screens have improved communication between banks and farmers, significantly reducing loan processing time to just two hours [7] Group 3: Connecting People - The core of financial digitalization is the efficient connection of people, as evidenced by the transformation of large meetings and enhanced interactions between banks and rural clients [10] - MAXHUB's mission is to bridge gaps in connectivity, supporting both large financial institutions and local banks, while facilitating communication across geographical barriers [10] - The collaboration network established by MAXHUB not only enhances operational efficiency but also serves as a vital pathway for improving financial service quality [10]