SuperMap(SZ:300036)2022-12-08 05:21Group 1: Industry Overview - The upstream of the industry involves data acquisition, including surveying data, remote sensing imagery, and electronic map data [3] - The downstream applications are diverse and currently expanding, with significant growth in sectors like telecommunications, insurance, and finance [3] - The company primarily positions itself in the midstream and downstream sectors of the industry [3] Group 2: Company Business Model - The company's main business includes the development and sales of GIS platform software, utilizing a licensing sales model [4] - The company offers a comprehensive product line, including the newly launched SuperMap GIS 7C series, which caters to various industry needs [4] - The company provides seven major industry application platforms, allowing partners to select necessary functional modules for rapid system development [4] Group 3: Future Market Development - The company aims to focus on smart city initiatives, geographic national condition monitoring, real estate registration, and national defense information construction [5] - The company plans to enhance its GIS platform strategy, emphasizing the monetization of 3D GIS, mobile GIS, and cloud GIS technologies [5] - In 2014, the company will continue to invest in R&D to launch the full series of SuperMap GIS 7.1 products [5] Group 4: Strategic Development - The company will strengthen industry application solutions and deepen market expansion in sectors like urban planning, real estate, and environmental protection [6] - The company aims to enhance online cloud service models for enterprises, promoting application replication and market penetration [6] - A restructuring of business planning will be conducted to optimize resource allocation based on market opportunities and challenges [7] Group 5: Interaction and Feedback - Custom software typically accounts for about 60% of the company's sales [7] - The company focuses on refining its offerings to enhance specialization and customer engagement [7] - The primary customer base remains government entities, with significant demand in resource management sectors [8]