TYDIC(SZ:300047)2022-12-06 05:26Group 1: Company Overview and Business Focus - Tianyuan Dike focuses on cloud computing and big data solutions for telecom operators, helping them transition to cloud-based operations [2][3] - The company has secured contracts for big data platforms with China Telecom, indicating a strong position in the telecom sector [2][3] - In 2016, the company reported a revenue growth of 46%, with 85% of its procurement being Huawei products, highlighting a strong partnership [4] Group 2: Market Expansion and Strategic Partnerships - The company is expanding its business in the public security sector, with projects like the police cloud big data platform already implemented in several cities [3][4] - Tianyuan Dike collaborates with Alibaba Cloud to enhance its enterprise services, targeting clients in various sectors including aerospace and logistics [3] - The company aims to increase its presence in the financial sector through partnerships with firms like Vainbet, focusing on cloud computing and AI applications [3][5] Group 3: Financial Performance and Projections - The expected revenue from police cloud services ranges from 10 million to 40 million CNY per city, with traffic management data services projected at 6 million to 8 million CNY [4] - The company anticipates significant growth in public security and enterprise-level business, exceeding previous expectations [8] - The telecom and related sectors account for approximately 60% of the company's business, with public security, enterprise, and financial services each contributing around 10% [8] Group 4: Challenges and Market Conditions - The telecom sector is experiencing slower growth compared to other industries, with cautious investment from operators impacting market dynamics [3] - The company faces challenges from increased competition in the market, which may affect future growth prospects [4] - Despite the competitive landscape, there are opportunities for growth as telecom operators shift towards cloud computing and big data solutions [3][4]