Sharetronic(SZ:300857)2025-04-30 03:54Group 1: Financial Performance and Growth Drivers - The company's revenue for 2024 is expected to grow significantly, driven by advancements in AI-enabled cloud services, including cloud computing, cloud video, and cloud storage [1] - The smart storage business is expanding, with a focus on self-developed storage chips and integrated software-hardware solutions to enhance competitiveness [2] - The intelligent IoT business is seeing increased contributions from cloud video platforms, overseas smart security, robotics, and health-related sectors, leading to a steady rise in overall gross margin [2] Group 2: Research and Development Investments - In 2024, the company plans to invest CNY 241 million in R&D, marking a year-on-year increase of 53.84%, with a significant expansion of the R&D team [4] - The company aims to continue increasing R&D investments to enhance key technologies and foster innovation [4] Group 3: Market Strategy and Risk Management - The company employs a diversified supply chain strategy to mitigate the impact of tariffs and has optimized production processes to lower costs [3] - The company is actively expanding into emerging markets to reduce reliance on any single market [3] Group 4: Future Business Outlook - The company anticipates continued growth in the smart storage sector, driven by steady demand for data storage devices and increased investment in integrated solutions [7] - The company is focused on enhancing gross margins through strategic upgrades in various business lines, including smart storage, intelligent IoT, cloud services, and server remanufacturing [6]