CTFO(SZ:002373)2023-06-12 10:21Group 1: Business Overview - The company introduced its production and operational status, highlighting its focus on traffic and IoT business operations [1] - The company has launched a partnership initiative with Wutong seeds to enhance collaboration [1] Group 2: AI Model Training and Cost Efficiency - The company provides public cloud training services for small and medium channels, significantly lowering usage thresholds [3] - For large channels with high AI demand, private deployment solutions are offered, which are cost-effective in the long run [3] - The total cost of ownership (TCO) for inference equipment is significantly reduced due to lower resource expenses compared to general models [3] Group 3: Industry Model and Market Position - The Wutong model is designed to empower channel partners, enhancing both the company's and partners' competitive edge [3] - The company’s model is tailored to industry-specific needs, differentiating it from general models like ChatGPT [3] Group 4: Government and Transportation Business Outlook - The company aims to strengthen cooperation with state-owned enterprises and expand overseas business, particularly in smart transportation [4] - The company is actively seeking projects supported by national policies, especially in regions like Xiong'an [4] Group 5: Data Platform and Revenue Generation - The company has established the "Qianfang Cloud" traffic big data platform, collecting vehicle trajectory data across major cities, enhancing nationwide traffic monitoring capabilities [4] - The company has successfully implemented traffic operation monitoring centers (TOCC) in several cities, capturing a leading market share [5] Group 6: New Business Models and Collaborations - The company is exploring new collaborative mechanisms with Alibaba, focusing on digitalization and data solutions [4] - The company provides comprehensive training environments and industry algorithms for seed partners, ensuring ongoing support and empowerment [6]