证通电子(002197) - 2015年6月2日投资者关系活动记录表
SZZTSZZT(SZ:002197)2022-12-07 08:28

Business Strategy and Development - The company has adjusted its business layout in response to the rapid development of internet finance and changes in commercial forms, focusing on four main areas: enhancing existing financial electronic business, entering the IDC cloud service market, providing internet financial software services, and developing LED-related businesses [2][4][5][10] - The company aims to expand its financial electronic business, particularly in POS products, with nearly 400,000 E-POS units sold in 2014 and expected continued growth in sales [2][3] Market Opportunities - The demand for various POS machines, including financial POS, M-POS, and IC-POS, is expected to increase due to the rapid development of third-party payment companies and new payment forms [3] - The self-service terminal market is expanding beyond banks to sectors like telecommunications, electricity, and healthcare, driven by rising labor costs and the need for efficiency [3][4] IDC Cloud Service Market - The company acquired Guangzhou Yunshuo Technology Co., which operates 3,680 digital racks, making it the largest non-telecom data center in Guangdong [4][6] - The IDC business has a construction cost of 120,000 CNY per rack, with expected basic revenue of 70,000 CNY, and a net profit margin of around 20% [6][7] Financial Performance and Funding - The company raised 500 million CNY through a private placement in 2013 and plans to issue 400 million CNY in corporate bonds [9] - Future funding for the IDC business is estimated at over 3 billion CNY to support the development of 30,000 racks [7][9] Collaboration and Partnerships - The company collaborates with Sichuan Rural Credit Cooperatives to develop an O2O community service platform, which is currently in the testing phase [5][10] - Future partnerships are expected to expand into banking and public service sectors, leveraging existing resources [7][8] Sales and Marketing Strategy - The company is establishing a specialized team to target the third-party payment market and plans to create its own third-party payment platform [7][8] - The sales team is structured to address both traditional banking and emerging financial payment applications [9][10]