TYDIC(300047)2023-11-15 10:24Group 1: Company Overview and Activities - Tianyuan Dike focuses on AI natural language processing and industry large model fields, establishing a deep learning algorithm and model R&D team with GPU computing power and training platforms [4] - The company actively develops AI and large model native applications and market expansion [4] - The company participated in the 2023 Shenzhen-listed companies investor online reception day on November 15, 2023 [2] Group 2: Financial Performance and Market Position - The company reported that the fourth quarter's income and orders are typically the highest, but the last two years have seen poor profitability mainly due to losses in government and military sectors [3] - The company is ranked as the 48th strongest software enterprise in China [3] - The company’s server general agent gross profit margin is relatively fixed, and price increases do not significantly impact performance [3] Group 3: Strategic Partnerships and Collaborations - The company collaborates closely with Huawei in various sectors, including government cloud, servers, and video conferencing [3] - The company’s subsidiary, Jinhuawei, is the general agent for Huawei's enterprise business, with cooperation in BSS and large video software fields [4] - The company focuses on deepening cooperation with hardware platform suppliers to enhance service offerings [5] Group 4: Future Plans and Market Outlook - The company has no current plans to enter the computing power leasing market [5] - The company aims to enhance business efficiency through AI technology integration with industry operations [4] - The company is actively exploring opportunities in the satellite communication sector, providing support systems for communication operators [6] Group 5: Shareholder and Market Dynamics - The company’s shareholder structure is relatively fragmented, with a high number of shareholders but low average shareholding value [6] - The company is continuously strengthening its business layout and governance to ensure stable performance growth and enhance market value [6]