SKYWORTHDT(SZ:000810)2022-12-08 02:12Group 1: Company Performance - The revenue from domestic broadcasting network's smart set-top box reached 3.23 billion, remaining stable year-on-year, but the product structure has fundamentally changed [2] - The company's market share in the telecom sector increased, moving from third to second place, with smart set-top box revenue rising to 1 billion [3] - The retail market revenue exceeded 10 million, with self-branded OTT set-top box sales increasing from 20,000 units last year to 60,000 units this year [3] Group 2: Product and Market Strategy - The company has gained more high-end smart set-top box orders due to the shift of domestic broadcasting network companies towards internet transformation and value-added services [3] - The average price of high-end smart set-top boxes is 30%-50% higher than non-smart boxes, leading to a rapid increase in sales proportion [3] - The company adopted a low-margin strategy to boost sales volume of self-branded OTT boxes, which has resulted in a decrease in overall profit margins [4] Group 3: Future Outlook and Developments - The company expects revenue from various operations and value-added services to reach 5% of total revenue in 2015 [4] - There is significant growth potential in overseas markets and new products, as well as in domestic broadcasting's cloud platform and value-added services [4] - The company has activated 3.4 million users for its OTT smart boxes and 7.5 million users for its cloud TV platform, providing a series of application services [5] Group 4: Strategic Partnerships - The company has signed agreements with four major broadcasting network companies to promote multi-screen OTT value-added service systems, with plans to expand to nearly 20 broadcasting companies nationwide this year [5] - The collaboration with telecom operators and internet companies is expected to enhance the company's competitive advantage in smart home services [6]