TDii(SZ:002491)2022-12-06 02:46Group 1: Business Development Directions - The company aims to strengthen its traditional communication optical cable business while actively seeking business upgrades and transformations, focusing on three main directions: connectivity, security, and data [2] - In the connectivity layer, the company plans to expand production and supply capabilities for core products like optical rods, while enriching its product line and solutions [2] - In the data layer, the company will leverage existing products and market channels to create a comprehensive business chain from data collection to application and monetization [3] Group 2: Information Security Business - The company's information security business primarily serves major telecom operators, large internet companies, cloud service providers, financial institutions, and government organizations, providing security protection for backbone networks and large data centers [4] - The company is the sole supplier of comprehensive DPI solutions for the three major telecom operators in China [4] - The information security product offerings include DDoS protection systems, information security management systems, malware monitoring systems, intrusion detection systems, and various security services [4] Group 3: Market Trends and Opportunities - The increasing frequency of information security incidents has led to heightened awareness and demand for information security solutions from governments and various industries [5] - The company's subsidiary, Baizhuo Network, has developed a range of proprietary information security products over nearly 10 years, positioning itself as a leader in the niche market [5] - In 2016, the information security business primarily targeted telecom operators, but in 2017, it expanded into markets for public security, national security, and financial sectors, indicating a positive growth trend [5]