SD Lomon(SZ:002312)2022-12-06 09:54Group 1: Company Overview and Development - The company has established a strong presence in the logistics sector, specifically through its service "速递易," which addresses the last-mile delivery challenges in communities [2][3]. - As of now, "速递易" has entered 79 cities and nearly 55,000 communities, accumulating over 40 million users with a daily package turnover exceeding 1.3 million [3][4]. Group 2: Service and Pricing Model - The current payment model for "速递易" utilizes a prepaid card system, with charges based on the size of the storage box: large, medium, and small boxes are charged at 0.6, 0.5, and 0.4 yuan respectively [3][4]. - The operational costs for "速递易" are approximately over 10,000 yuan annually, covering equipment depreciation, rent, utilities, internet fees, and salaries [3][4]. Group 3: Business Performance and Strategy - Traditional business segments have shown stability with slight growth, while the financial electronic self-service equipment revenue has increased compared to the previous year [4]. - The turnover rate for "速递易" storage boxes was around 40% last year, which has improved to approximately 50% this year due to policy adjustments and enhanced service offerings [4]. Group 4: Future Plans and Collaborations - The company is collaborating with 数联铭品 to develop a big data financial service aimed at providing credit assessment models for small and medium enterprises, addressing long-standing credit evaluation challenges [5]. - "速递易" has initiated a pilot program for its credit assessment model in partnership with banks, targeting small and micro enterprises [5].