SKYWORTHDT(SZ:000810)2022-12-07 09:40Group 1: Company Overview and Market Position - The company focuses on the "smart access and processing platform," highlighting its competitive advantages and development direction [1] - The company has established partnerships with 4 major broadcasting network companies for local service operations and has 6 network operators in trial runs [4] - The company aims to expand its user base through its self-branded OTT smart boxes and collaborative efforts within the Skyworth Group [8] Group 2: Product and Service Offerings - The "Pangea multi-screen OTT value-added service system" is designed to provide services across various devices, including mobile phones, tablets, and smart TVs [3] - The company has a strong focus on developing its own OTT smart boxes, which are seen as a significant part of its business model [5] - The company has a team of over 160 people dedicated to smart EPG, Bee Video, and application store operations [8] Group 3: Competitive Advantages - The company possesses strong industrial capabilities and channel expansion abilities, making it competitive against major players like Xiaomi and BAT companies [6] - The company emphasizes its high industry barriers, including technology development and user demand integration, which contribute to its competitive edge [5] - The company’s strategy includes leveraging its existing user base and expanding into new service areas, such as smart home platforms [8] Group 4: Future Development and Strategic Planning - The company plans to incubate products that require significant investment but are not yet profitable, aligning with its strategic vision [9] - The company is open to potential acquisitions in sectors like online education, gaming, health, and internet finance, which fit its strategic layout [9] - The company aims to enhance its service offerings through collaboration with local governments and smart city initiatives [9]