HAND(300170)2022-11-21 15:38Company Overview - Han'de Information Technology Co., Ltd. has over 300 software copyrights and has recently strengthened innovation investment through convertible bonds [3] - The company has completed its ERP layout for medium to large enterprises, including 4+1 business blocks: ERP, ITO, Group Management Control (GMC), Digital Production and Sales (C2M), and Integrated Technology Platform [3] Business Strategy - The company focuses on the surrounding areas of ERP, viewing it as a backend system while anticipating significant growth in the front-end modules [3] - The company aims for over 30% growth in its proprietary products, particularly in GMC and C2M, over the next few years [3] Market Position - Despite the challenges of domestic ERP replacement, the company continues to engage with large clients, maintaining business relationships with SAP despite the non-renewal of contracts since 2018 [3] - The company recognizes that the ERP market still has room for transformation and growth, especially after system upgrades [6] Product Offerings - C2M leverages digital technologies like AI and IoT to help enterprises establish digital marketing and intelligent manufacturing capabilities [3] - GMC addresses management challenges faced by large enterprises, such as budgeting, compliance, and risk management [3] Future Outlook - The company has resumed large-scale recruitment to boost growth, returning its employee count to around 10,000 [3] - There is a belief in significant growth potential for outsourcing services based on core business needs [7]