Sumavision(SZ:300079)2022-12-07 08:21Group 1: Company Overview - Digital Vision Technology Co., Ltd. focuses on internet finance as a key development area, with strong support in funding, personnel allocation, and strategic objectives [1] - The traditional business model combines software, hardware, and streaming media, showing stable growth in user numbers, program counts, and content [2] Group 2: P2P Industry Insights - The P2P industry market was over 100 billion in the previous year, with projections of 300-500 billion this year and potentially exceeding 1 trillion next year [2] - The number of P2P companies is expected to rise from approximately 1,600 last year to between 2,500 and 3,000 this year [2] - The monthly transaction volume processed through the platform has reached 1.5 billion [2] Group 3: Competitive Advantages - The company emphasizes rapid response and service quality, offering specialized P2P custody services and collaborative marketing efforts [3] - The relationship between third-party payment companies and banks is characterized as competitive and cooperative, with banks focusing on larger clients while third-party companies cater to the long-tail market [3] Group 4: Business Model and Future Plans - The payment model is structured as "1+5," where "1" represents payment services and "5" includes custody, financial products, equity crowdfunding, big data, and investment opportunities [4] - The company plans to enter the crowdfunding space, particularly in film crowdfunding, leveraging its existing film company and investment resources [2][6] Group 5: Market Potential and Growth - The P2P market is anticipated to reach 1 trillion in 2016, with significant growth potential in various internet finance products such as wealth management and crowdfunding [5][6] - The company aims to capitalize on the growing number of P2P companies and the increasing demand for financial services [6]