ANJUBAO(SZ:300155)2022-12-07 09:02Group 1: Company Strategy and Direction - The company is transitioning towards mobile internet, focusing on cloud-based intercom and parking solutions as mainstream products [2][3] - The goal is to establish itself as the primary entry point for communities in China [2] Group 2: Partnership and User Engagement - The first phase involves collaboration with property management companies to enhance security and service levels [3] - The second phase focuses on encouraging homeowners to download the company’s app, with promotional materials distributed in visible locations [3][4] - The third phase aims to increase app user engagement by leveraging accurate user identity and location data [4] Group 3: User Acquisition Challenges and Solutions - The low frequency of demand for intercom and cloud services presents a challenge for app promotion [4] - The strategy includes accumulating initial app users to introduce high-frequency vertical mobile applications, thereby stimulating further downloads and user activity [4][5] Group 4: Financial Investment and Projections - The total investment for the project is planned at 200 million yuan, with a focus on independent incubation [5] - Personnel costs are projected to exceed 50 million yuan annually, with an increase in field personnel from 500 to 600 [5] - Hardware investments include plans to deploy 47,300 intercom units and 60,000 security guards, with total hardware costs estimated at under 40 million yuan [5]