博彦科技20241210

Key Points Summary Industry and Company - Company Overview: The company is engaged in providing product solutions and services, with a focus on R&D, engineering, and IT maintenance. - Industry Focus: The company operates in the financial industry, which constitutes approximately 26% of its revenue and has seen a growth rate of 9%. - Geographical Focus: The company has a strong presence in China and is expanding its operations in Southeast Asia and other regions. Core Views and Arguments - Product and Solution Business: The company is actively developing its product and solution business, which currently accounts for 26% of its revenue and is growing steadily. - Industry Distribution: The financial industry contributes significantly to the company's revenue, with a growth rate of 9%. - New Business Growth: The company is focusing on three new business directions: new industries and customer segments, new business types (including consulting services and hardware and software integration), and innovation (such as AI and data assetization). - Digital Agriculture: The company is actively involved in digital agriculture, providing services in various stages of the agricultural supply chain, including planting, breeding, processing, and marketing. - Consulting Services: The company offers various consulting services, including management consulting, strategic consulting, and digital consulting, leveraging its expertise in the industry. - Outbound Consulting: The company provides outbound consulting services to Chinese companies looking to expand into international markets, focusing on regions like North America, Japan, and Southeast Asia. - Innovation and Technology: The company is actively exploring emerging technologies, such as AI and data assetization, and is working on their application in various industries. - Data Assetization: The company is working on data assetization services, including data governance and data assetization, in collaboration with data exchanges. - AI and Big Models: The company is actively working on AI and big model applications, collaborating with various AI vendors and developing its own AI computing platform. - Customer Focus: The company focuses on key customers in the internet and high-tech sectors, aiming to develop industry solutions and enhance its competitive advantage. - Ecosystem Collaboration: The company emphasizes the importance of ecosystem collaboration and is building a service ecosystem centered around internet giants and solution providers. - Data Exchange: The company is actively collaborating with data exchanges, such as the Shanghai Data Exchange, to explore data assetization opportunities. - AI Application: The company provides customized AI solutions based on customer needs, focusing on application落地 rather than standardized products. - Low-code Development: The company is exploring low-code development and AI-assisted code generation to improve development efficiency. - IDC and Infrastructure: The company has signed a framework agreement with BoHua Asset for IDC and infrastructure construction, involving AI, data governance, and data assetization. - HarmonyOS: The company has developed a HarmonyOS mobile financial technology platform and has successfully implemented several projects. - New Business Expansion: The company is expanding into new industries, such as digital agriculture, smart energy, and manufacturing, focusing on solution-based services. - Cash Flow Management: The company is focusing on cash flow management, particularly for new industries, while maintaining a strong focus on cash flow for existing businesses. - Currency Risk Management: The company is actively managing currency risk, particularly related to the Japanese yen, through hedging and other measures. - Data Element Commercialization: The company is exploring data element commercialization through data governance and collaboration with data exchanges. - Business Growth and Outlook: The company expects a business revenue growth rate of 4-5% for the year, with a focus on sustainable and high-quality development. Other Important Points - New Industry Entry: The company is entering new industries based on the criteria of high efficiency, high gross margin, and the ability to leverage its existing business model. - Industry Solutions: The company is focusing on developing industry solutions, combining consulting and solution-based services. - Cash Flow Management: The company is focusing on cash flow management for new industries, while maintaining a strong focus on cash flow for existing businesses. - Outbound Services: The company provides outbound services in regions like Southeast Asia, focusing on low-cost delivery centers. - Currency Risk Management: The company is actively managing currency risk, particularly related to the Japanese yen, through hedging and other measures. - Data Element Commercialization: The company is exploring data element commercialization through data governance and collaboration with data exchanges. - Business Growth and Outlook: The company expects a business revenue growth rate of 4-5% for the year, with a focus on sustainable and high-quality development.