MONTNETS TECHNOLOGY(002123)2022-12-06 10:52Group 1: Company Performance - The total SMS volume for the first half of the year is expected to exceed 19 billion [2] - The revenue from traffic primarily comes from the State Grid, with a shift towards provincial network cooperation anticipated [2] - The company has seen a significant increase in single customer order amounts, with some reaching 20 to 30 million [3] Group 2: Market Trends - The market for traffic is expected to evolve from C-end consumption to B-end, with a growing acceptance of traffic services among customers [3] - The company believes that the third-party market could capture a significant share of the traffic market, potentially equal to that of operators [3] - The company is focusing on enhancing its cloud communication platform to maintain a competitive edge in the evolving market [4] Group 3: Strategic Initiatives - The company is investing heavily in traffic market resources, including personnel and technology, despite current market uncertainties [3] - A major upgrade to the SMS push system has been implemented, allowing for cloud distribution and cross-network communication [4] - The company aims to leverage its existing advantages in SMS and cloud communication to lead in the traffic market [3][4]