CVTE(SZ:002841)2022-12-04 06:42Group 1: Business Growth and Market Position - The company's LCD TV main control board business remains core, covering major TV brands and OEM/ODM manufacturers, with a shipment volume accounting for a significant share of the global market in the first half of 2020 [1] - Future market share growth in the LCD TV main control board business is influenced by TV brand customers' willingness to release external procurement demand [1] - The company aims to expand into smart control components and supply chain services, transitioning from a single product provider to a comprehensive display control solution designer [3] Group 2: Education Information Technology - The education information technology 2.0 phase is still in its early stages, with the company's recording systems and student terminal products currently contributing a small percentage to overall revenue [3] - Positive signals include the Ministry of Education's guidance on "three classrooms," which supports the development of recording systems and student terminals [3] - The pandemic has increased demand for remote learning solutions, leading to a rise in procurement projects for recording systems and student terminals [3] Group 3: Marketing Strategies - Since 2019, the company has expanded its marketing efforts from public schools to non-public education markets, including training and early education sectors [4] - The marketing system for non-public schools is primarily distribution-based, requiring time to build a comprehensive distribution network [4] - The company supports agents in public school procurement projects through necessary assistance and collaboration [4] Group 4: R&D and Sales Collaboration - The R&D and sales teams work closely together, conducting market analysis and user research to inform product development [5] - Regular meetings facilitate communication between teams, allowing sales to provide feedback on market demands and customer needs to the R&D team [5] - The company has established an information management system that streamlines processes across various departments, enhancing collaboration and efficiency [5]