SD Lomon(SZ:002312)2022-12-08 02:04Group 1: Company Overview - Chengdu Santai Holdings has established a comprehensive business system in the financial equipment and services industry, focusing on the transformation of banking processes and service outsourcing [3] - The traditional monitoring business is tailored to the needs of the banking industry, leveraging years of collaboration and strong technical support [3] Group 2: Strategic Partnerships - The company is actively expanding partnerships with major express delivery companies, aiming to create an open third-party platform [4] - The collaboration with property management or business committees is essential for the deployment of the "Sudi Yi" service in communities [4] Group 3: Service Development - "Sudi Yi" aims to build a community service platform, generating value-added services such as advertising and e-commerce delivery channels [4] - Each community is equipped with one main cabinet and four auxiliary cabinets, totaling 72 boxes, with ongoing trials for local services [4] Group 4: Cost and Usage Metrics - The main costs for "Sudi Yi" include hardware investment, operational expenses, and backend costs [5] - Some boxes achieve an average usage of over 1 time per day, with higher usage during peak delivery seasons [5] Group 5: Competitive Landscape - The company views the entry of major competitors as an opportunity to accelerate growth, maintaining a significant advantage in the number of service points compared to competitors [6] - "Sudi Yi" is positioned as a last-mile delivery platform, fostering cooperative relationships with local merchants rather than direct competition [5] Group 6: Business Performance - The traditional business has shown steady development, with gross profit margins remaining stable [7] - The company’s traditional financial self-service business adapts to the evolving needs of the banking sector [7]