3onedata(SH:688618)2023-10-20 04:04Group 1: Competitive Advantages - The company's industrial switch products are designed for harsh industrial environments, which require high technical performance, safety, and reliability [3] - Strong technical, certification, brand, customer, and experience barriers differentiate industrial products from consumer products [3] Group 2: Delivery and Revenue Insights - The typical order delivery cycle is short, ranging from 2 to 3 months, depending on the customer's project and industry scenario [3] - In the first half of 2023, the company achieved significant revenue across various sectors: - Smart Energy: 65.01 million CNY - Industrial Internet: 57.05 million CNY - Smart Transportation: 38.75 million CNY - Smart City: 14.32 million CNY - Traditional Power New Energy: 20.39 million CNY - The Industrial Internet and Smart Transportation sectors saw year-on-year revenue growth of 320.62% and 122.71%, respectively [3] Group 3: Future Development and Strategy - The company is focusing on the HaaS platform to enhance its solutions across different industrial scenarios, aiming to expand its market share and influence within the industry [4] - The company plans to maintain its product-oriented development path while increasing investment in technology research and development to ensure high profit margins [4]