CLOUDWALK(SH:688327)2024-01-31 09:08Group 1: Business Model and Profitability - The all-in-one machine has a higher gross margin compared to the cluster delivery model due to pre-installed models and software, which reduces deployment costs [3] - The cluster solution is project-based, with varying model parameters and a focus on customized applications, leading to a decrease in gross margin compared to the all-in-one machine [3] - The company is increasing its investment in the B2B market, expecting growth in the all-in-one machine segment and related projects in the first half of the year [4] Group 2: Revenue Classification and Financial Outlook - Revenue from the all-in-one machine will be classified under solutions [5] - The company aims to enhance profitability by expanding market share, optimizing cost structures, and improving financial management to reduce losses [5] - The company is committed to transitioning from losses to profitability through solid business development [5] Group 3: Market Expansion and New Opportunities - The company is shifting focus from government (To G) to broader business (To B) sectors, targeting finance, transportation, manufacturing, and energy [5] - The cultural tourism industry is identified as a new growth point, driven by rising demand for innovative applications and partnerships [5] - The aging population is increasing demand for smart services in the elderly care sector, with a focus on health monitoring and care services [5] Group 4: Product Pricing and Maintenance - The all-in-one machine's pricing varies, with training and inference machines priced higher than standard hardware products [6] - Post-sale maintenance for hardware is handled by suppliers, while software upgrades and application services are provided by the company based on customer needs [6]