COMIX GROUP(002301)2022-11-07 12:44Group 1: Company Performance - In the first three quarters of 2022, the company reported a revenue of 6.74 billion CNY and a net profit of 574.8 million CNY, with a net profit margin of approximately 1.43% [1] - The company focuses on customer-centric service, expanding both domestic and international markets while controlling raw material and product procurement costs [1] Group 2: B2B Business Strategy - The company continues to target high-quality clients such as government and central enterprises, enhancing service capabilities and digital platform construction [1] - Despite a significant reduction in some business areas due to the ongoing pandemic, the company has increased its market share among high-quality clients [1] Group 3: Future Development Plans - The company aims to enhance its self-owned brand by developing high-value products and optimizing channel structures, focusing on both primary and secondary markets [3] - The company plans to leverage its core technology in the audio-visual field to differentiate itself from internet giants, focusing on government and large enterprise markets [4] Group 4: Market Opportunities - The national digital procurement penetration rate is approximately 7.5%, indicating significant market potential as the digital rate increases, which could lead to trillions in market space [5] - The company is enhancing its gross margin through increased self-owned brand product ratios and economies of scale in procurement [6] Group 5: Customer Base and Relationships - The company has accumulated over 70,000 quality customer resources, particularly in sectors like energy, finance, and government, establishing strong business relationships with over 200 large clients [9] - The company is focusing on building a stable gross margin through collaborative product solutions with suppliers, rather than solely relying on price competition [7]