TYDIC(SZ:300047)2022-12-07 09:40Group 1: Virtual Operator Market - The company has expanded its virtual operator market, adding new clients such as Xingmei Media and Hainan Airlines, alongside existing ones like Suzhou Woniu and JD.com [1] - The company provides operational support systems for virtual operators and is developing mobile internet services for them, including the construction of Xingmei Media's mobile mall [1] Group 2: Big Data Business Progress - The company has made breakthroughs in big data services within the telecommunications market, shifting focus from user behavior analysis to signal big data analysis based on location [1] - Plans are in place to integrate big data technology and resources to expand services into public security, e-commerce, finance, and insurance sectors [1] Group 3: Public Security Data Platform - The Shenzhen Public Security Bureau's big data platform is built on IoT infrastructure and is a fully autonomous police cloud platform, covering various police business types [2] - The company has been involved in top-level design and implementation of big data solutions for public security in cities like Wuhan and Guangdong, with gradual expansion to other important cities [2] Group 4: Collaboration with SunPower - The company has developed a product called Smart Photovoltaic Cloud for SunPower, utilizing Alibaba Cloud to collect operational data from solar power stations [2] - This collaboration involves three parties: the company, SunPower, and Alibaba, with the aim of providing monitoring and data analysis for solar power operations [2] Group 5: Business Model and Revenue - The company has a significant number of operational businesses in the telecommunications market, including the development and operation of platforms for China Telecom and other clients [2] - Revenue from mobile internet platforms has been generated through partnerships with companies like UnionPay and Vanke, with potential for future operational involvement [2] Group 6: Insurance and P2P Business - The mobile insurance business, primarily focused on auto insurance, has attracted nearly thirty insurance clients [3] - The company has invested in Pengjin Financial but has no current plans to develop its own P2P business [3] Group 7: Training and Development - The company provides training for graduates from vocational colleges, particularly for its subsidiary Hefei Yingze Software [3] - The first quarter's revenue was impacted by the investment rhythm of telecom operators, but projects with China Unicom have been initiated in the second quarter [3]