Group 1: Business Focus and Growth Opportunities - The company's core business areas include 5G new infrastructure, ICT industry applications, and high-speed rail information services, with high-speed rail information services having a higher gross margin [3] - The high-speed rail business is expected to grow due to ongoing national high-speed rail construction and the recent government initiatives supporting 5G upgrades on operational lines [3] - The three major telecom operators hold over 60% market share in the computing power market, indicating significant growth potential for the company in this sector [3] Group 2: Regional and Team Management - The company has established a specialized team for high-speed rail business, managing operations across multiple provinces including Zhejiang, Guangdong, and others [4] - The company is focusing on expanding its computing power service projects, with successful implementation in Zhejiang and plans to replicate this model in other regions [5] Group 3: Technical Capabilities and Talent Acquisition - The company has accumulated talent and technical expertise through various projects, which will support its computing power service business [6] - There is a potential need for additional recruitment to enhance technical capabilities for optimizing and debugging large models in computing power services [6]
广脉科技(838924) - 投资者关系活动记录表