DAS(002421)2025-01-06 00:30Group 1: Financial Performance - The gross margin for the smart space business is 26.52%, with specific segments showing: 18.27% for overall solutions, 68.37% for products and technical services, and 60.93% for operational services and others [2] - The company plans to increase investment in self-developed products to enhance the proportion of higher-margin services in overall business [2] Group 2: Business Expansion and New Directions - The company is leveraging its self-developed AIoT platform to provide smart space solutions across various sectors, including enterprise parks, hospitals, and data centers [3] - New market layouts include smart upgrades for existing buildings and energy-saving renovations, which are expected to become significant growth points in the future [3] Group 3: Market Strategy and Coverage - The smart space business has established benchmark cases in major cities, with less than 10% penetration of the AIoT platform in first-tier and new first-tier cities, indicating substantial market potential [4] - The company collaborates with over 1,400 integrators nationwide to expand the coverage and market scale of IoT products, effectively reducing customer acquisition costs [4] Group 4: International Business Development - An international business team has been formed to pursue overseas markets, with services already provided to clients in Southeast Asia and Europe [4] - The company is exploring partnerships with local entities abroad to expand market reach and serve more international customers [4] Group 5: Technology and Connectivity - The IoT system primarily uses wired connections for core devices requiring stable communication, supplemented by wireless technology for optimal performance [5] Group 6: Investment Focus - The company's strategic focus towards 2030 is to become a leading smart space service provider, with investments directed at enhancing the AIoT platform's capabilities and expanding application scenarios [7]