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国脉科技(002093) - 2014年11月12日投资者关系活动记录表

Group 1: Company Collaboration and Strategy - The company has a long-standing partnership with Juniper, aiming to create a comprehensive product platform by integrating their own R&D products with Juniper's offerings [1] - The collaboration with Juniper is not limited to product agency but also includes services and joint R&D efforts [2] - The establishment of a joint venture with Juniper and China Putian is still in the strategic phase, requiring time for integration and operational alignment [2] Group 2: Business Performance and Challenges - Juniper's business constitutes one of the six major business directions of the company, but specific revenue statistics are not currently available [2] - The company's cloud storage business serves major clients, including telecom operators and large enterprises, but revenue and expenses are not separately accounted for [3] - The company's performance has declined significantly this year due to non-recurring gains from previous investments and changes in the industry environment, particularly in traditional telecom services [3] Group 3: Future Directions and Adjustments - The company is transitioning from "professional services" to "diversified services" as part of its strategic planning over the next 2-3 years [3] - The decline in performance is attributed to a combination of accounting treatments from previous investments and a challenging market environment [3] - The company is focused on enhancing its educational training strategy, with ongoing developments in its "special promotion" program [3]