SD Lomon(SZ:002312)2022-12-08 01:31Group 1: Company Overview and Market Position - Sudi Yi is the leading player in the smart parcel locker industry, with the largest network scale in the country [3] - The company welcomes competition as it validates the commercial value of the industry [3] - The company has invested in three technology firms to enhance its service offerings and support entrepreneurship [4][5] Group 2: Investment and Business Strategy - The establishment of Chengdu Santai Mingpin Big Data Financial Services Co., Ltd. aims to provide financial services based on big data technology, primarily targeting financial institutions [5][6] - The investment is intended to transition the company from non-core banking services to core banking services, enhancing profitability and market competitiveness [9][10] - The company plans to leverage existing data resources to create a comprehensive community O2O service platform [6][10] Group 3: Revenue Streams and Business Development - The primary revenue sources for Sudi Yi include delivery income, return income, overdue income, and advertising income [7] - The advertising revenue per locker location is approximately 1,000 yuan per month [7] - Value-added services such as laundry and fresh produce are being piloted in select cities, with plans for nationwide rollout [7] Group 4: Future Plans and Collaborations - The company is exploring collaborations with major logistics players and has signed agreements with Cainiao and "Four Links and One Reach" [6][8] - The integration of VTM (Virtual Teller Machine) into the Sudi Yi lockers is being considered to provide banking services in communities [8] - The acquisition of Yantai Weian has been completed, and its performance will be included in the company's financial reports [10]