Sumavision(SZ:300079)2022-12-08 03:21Group 1: Company Overview - The company has achieved rapid growth in overall operating scale, with stable growth in existing business segments, while new business segments are expanding quickly [1] - The strategic layout after the company's transformation is beginning to show results [1] Group 2: Internet Financial Services - The "Fengfu" service focuses on the P2P sector, providing professional payment and fund custody services, with over 600 partners and rapid growth in fund flow [2] - The P2P market was over 1 trillion in the previous year, expected to reach 3-5 trillion this year, and potentially exceed 10 trillion next year [2] - The number of P2P companies increased from 1,600 last year to an estimated 2,500-3,000 this year, with a growth rate of over 300% in fund custody payment cooperation in the first half of the year [2] Group 3: Optical Network Business - The optical network business volume in the first half of 2015 surpassed the total for 2014, with a growth rate of 244% [3] - The gross margin for this business is around 40%, with expected fluctuations as the scale expands [3] Group 4: Film and Television Business - The company is optimistic about the cultural media market, with a focus on self-produced dramas and films, currently investing around 20% in each project [3] - Future plans include developing proprietary IP through its subsidiary, Perfect Starry Sky [3] Group 5: Strategic Expansion Plans - The company plans to expand horizontally and vertically based on existing products and services, with potential for external mergers and acquisitions when suitable projects arise [4]