DINGLICOMM(SZ:300050)2022-12-08 03:01Group 1: Company Performance and Growth - The company reported a 155% increase in mid-year performance, attributed to the consolidation of the vocational education sector and stable growth in the telecommunications sector [2] - The company anticipates maintaining strong performance throughout the year [2] Group 2: Vocational Education Strategy - The company plans to develop its vocational education business in four areas, including establishing nationwide training bases [2] - Currently, there are collaborations with two schools in Sichuan and Northeast China, with potential for further acquisitions [2] - The company aims to gain industry recognition in every sector it enters, particularly in ICT through partnerships with companies like Huawei and IBM [2] Group 3: Online and Offline Integration - An online platform has been established to attract students to offline training, currently in internal testing [3] - The company is exploring partnerships with campus information companies and influential forums to attract students [3] Group 4: Expansion Plans - The company plans to expand the number of vocational schools from 2 to 10-15 within two years, with current locations in Sichuan and Jilin [4] - Future expansions will target regions with high populations, such as Southwest, East China, and South China [4] Group 5: Revenue Models and Market Position - The vocational education initiative is not solely for profit but aims to support the development of the company's other businesses [5] - The company has established a stable income from big data, generating approximately 30-40 million annually [3] - The company is transitioning from a B2B to a B2C model in vocational education, creating an ecosystem involving enterprises, schools, and students [4] Group 6: Competitive Landscape - The company faces competition from 1-2 national players and many regional competitors in the vocational education sector [5] - The company differentiates itself by focusing on school partnerships rather than direct social outreach [5]