Sunrise Group(SZ:002593)2022-12-08 03:16Group 1: Internet + Automotive Aftermarket Strategy - The company aims to enhance user engagement and market share through partnerships with tire distributors, leveraging technology and comprehensive services [2] - Development of an O2O platform to sell various tire brands and commercial vehicle parts, with nationwide dealer support for service implementation [3] - Focus on commercial vehicle IoT to provide big data value-added services, capitalizing on existing advantages to enter the automotive aftermarket and internet-related fields [3] Group 2: Smart Wheel Development - Smart wheels are equipped with chips to measure relevant data, enhancing the value of the company's steel wheel products [3][4] - The company has developed proprietary technology for smart wheel encapsulation, ensuring independent intellectual property rights [4] Group 3: Green Building Industrialization - National policies support the development of green building industrialization and steel structures, driving industry transformation and creating new market opportunities [4] - Xiamen has become a pilot city for modern residential industrialization, with specific goals outlined in the local implementation plan [4] Group 4: Financial Performance and Market Conditions - The company has over 350 million in unrecognized orders, indicating a strong backlog [5] - Slow revenue growth attributed to declining raw material prices, despite increased production [4] - The company is prioritizing the development of equipment steel structures in the future [4] Group 5: Strategic Partnerships and Market Expansion - Key global EPC contractors in the petrochemical sector include FLUOR, Technip, and JGC, with the company serving as a supplier of equipment steel structures [5] - The completion of the Lanzhou-Chongqing Railway is expected to facilitate market expansion for steel wheels and structures in Central Asia [5]