Workflow
数码视讯(300079) - 2015年8月20日投资者关系活动记录表
SumavisionSumavision(SZ:300079)2022-12-07 08:31

Group 1: Company Overview - The company has achieved rapid growth in overall operating scale, with the absolute share of existing business continuing to grow steadily, while its relative share is gradually declining [1] - New business scale is growing rapidly, with both absolute and relative shares increasing quickly, indicating that the company's previous strategic layout is beginning to show results [1] Group 2: Strategic Development - The company aims to expand horizontally and vertically around the television screen, with potential for suitable external mergers and acquisitions [2] - Revenue structure has significantly improved, with old business accounting for approximately 50% of total revenue this year, down from 90% previously; old business growth rate is around 11%, while new business has seen over 200% growth, leading to an overall business growth rate of 69% and profit growth of 22% [2] Group 3: Broadcasting and Network Equipment - The company is one of China's main suppliers of broadcasting network equipment, with a market share exceeding 30%; current products focus on central equipment, with plans to strengthen user-end offerings [2] - The ultra-light network business has seen a growth rate of 244% in the first half of 2015, surpassing the total business volume of 2014, and is expected to maintain high growth in 2015 and 2016 [2] Group 4: Financial Services - The company provides payment and fund custody services for P2P, with monthly fund flow reaching 1.5-2 billion, growing over 400% year-to-date [3] - The company ranks among the top four in the industry for client numbers, with annual investments in this business segment between 10-20 million, aiming for breakeven in 2015 [3] Group 5: Other Business Areas - The company is involved in network security, primarily responsible for security monitoring of the broadcasting network, although the business volume is currently small with low profit margins [4] - In the film and media sector, the company focuses on investment and revenue-sharing models, with plans to produce 1-2 self-made dramas annually, relying on its subsidiary for IP development [4]