VTRON(SZ:002308)2022-12-06 11:13Group 1: Company Strategy and Market Position - The company maintains a dominant market share in the large screen display splicing wall business, exceeding 30% in China [1] - The DLP splicing wall business ranks first nationally, with a gross margin of 50% [1] - The company is transitioning from hardware to a combination of hardware and software solutions, which may temporarily impact profit growth [1] Group 2: Early Childhood Education Strategy - The company plans to invest 1.2 billion CNY in integrated solutions for kindergarten operations [1] - The strategy focuses on expanding both the quantity and quality of kindergartens through acquisitions and platform construction [1] - Increase the number of franchised kindergartens [1] - Develop a platform for human resource management, IT infrastructure, quality teaching materials, and equipment [1] Group 3: Project Investments - A flagship kindergarten upgrade and children's arts training center project is budgeted at 1.3 billion CNY [2] - The project aims to renovate older kindergartens in key cities to enhance educational quality and operational efficiency [2] - Establish regional children's arts training centers to extend the company's early education service chain [2] Group 4: Compliance and Governance - The company adhered to the "Investor Relations Management System" during the investor meeting, ensuring no significant undisclosed information was leaked [2]