Gosuncn(SZ:300098)2022-12-06 08:42Group 1: Company Overview and Business Transition - The company transitioned from a focus on environmental monitoring to becoming an operator of safe city solutions, entering the safe city sector in 2012 [3] - In 2015, the company adopted a PPP model for the Beitun project, shifting from a government procurement model to a focus on comprehensive operational capabilities [3] - The company aims to enhance its competitive advantage by emphasizing software platforms, databases, and video cloud services [3] Group 2: Business Segments and Performance - The main business areas now include video surveillance, software networking platforms, intelligent analysis modules, and video cloud platforms [3] - The company has confidence in the performance of its subsidiaries, including Shangyun Online, Chuanglian Electronics, and Guomai Technology [4] - Guomai Technology's main product, the law enforcement recorder, has achieved 4G network connectivity and is expanding from traffic police to all police types [4] Group 3: Market Trends and Future Prospects - The tower business is experiencing increased market competitiveness and profit margins compared to previous years [4] - The electronic vehicle identification technology is currently in pilot testing in three cities, with a potential market scale of 200 million if implemented nationwide [4] - The company has a significant advantage in promoting electronic vehicle plates due to its extensive distribution channels across major cities [4]