DCITS(SZ:000555)2022-12-07 00:08Group 1: Company Overview - Shenzhou Information has a strategic partnership with Huasu Technology, focusing on network optimization services and aligning on development philosophies and customer resources [3]. - Huasu Technology has been operating since 2003, specializing in mobile communication network optimization, with a strong emphasis on product technology research and development [3]. - The company operates in 29 cities across China, maintaining a robust localized service system and ranking high in technical strength, management capability, and service quality [3]. Group 2: Market Trends and Challenges - The mobile communication industry in China is rapidly evolving, with a shift from voice services to data traffic demands, necessitating new technologies and business models [3][4]. - The market for mobile network optimization services is expected to consolidate, with larger companies that demonstrate clear technical and service advantages capturing a greater market share [3]. Group 3: Deeplan Big Data Analysis Platform - The Deeplan platform focuses on five main service themes: network performance evaluation, resource management, market precision marketing, terminal big data, and industry big data applications [4]. - Although currently a small portion of Huasu's overall revenue, the Deeplan platform is experiencing rapid growth and has begun commercial use in various regions [4]. Group 4: Future Projections - The penetration rate of 4G users in China is approximately 30%, with significant room for growth as data usage per user remains low compared to other countries [4][5]. - The demand for indoor coverage is projected to be significant, accounting for about 70% of total traffic, indicating a need for enhanced infrastructure [5]. - Huasu Technology is optimistic about exceeding performance commitments for 2016-2018, driven by synergies with Shenzhou Information and the growing 4G market [5].