伟仕佳杰20250321

Summary of Conference Call Company Overview - The company, Daji, is a technology platform focused on ICT industry solutions, leading in the Asia-Pacific region. It serves as a primary entry point for technology products into the Chinese and Southeast Asian markets, covering nine countries including China, Thailand, Singapore, and others [1][2]. Financial Performance - The group's turnover reached HK$8.9 billion as of December 31, 2024, representing a 21$10.5 billion [1]. - The AI business revenue for 2024 is approximately HK$3.78 billion, which is a 42$6.8 billion, marking a 14% increase [2]. AI and Cloud Services - The company has developed a comprehensive AI ecosystem, including AI development, training, and reasoning capabilities [3]. - The company has established over 30 AI computing centers in China, including nine national centers, and is collaborating with major partners like Huawei [3][5]. - Plans to launch a large-model ETG under the Weishijiajie brand are underway, expected to generate additional revenue of 100 million to 300 million yuan by 2025 [4]. Market Position and Growth - The company has seen significant growth in Southeast Asia, with a market share increase in Thailand from third to first place [10]. - The company aims for an average growth rate of 20% over the next three years, driven by the expanding ICT industry [13]. Strategic Partnerships - The company has long-term partnerships with major players like Huawei, AWS, and Alibaba, enhancing its service offerings and market reach [5][7][8]. - It has been recognized as a top service provider for Huawei Cloud and has won awards for its competitive pricing with AWS [7]. Future Plans - The company plans to expand its cloud services to small and medium-sized enterprises in China and enhance its multi-cloud management platform [6]. - There are intentions to explore acquisitions in Southeast Asia, particularly in Vietnam, to strengthen market presence [16]. Challenges and Market Dynamics - The company acknowledges challenges in the market, including competition from foreign brands and the need for continuous innovation [14][16]. - Despite a slight decline in overall interest rates, the company remains optimistic about its growth trajectory and market opportunities [16]. Conclusion - The management expresses confidence in the company's future performance and growth potential, emphasizing the importance of adapting to market changes and leveraging technological advancements [12][17].