Group 1: Company Overview and Strategy - Yihualu focuses on government management innovation and leverages its advantages as a central enterprise to combine industrial operations with financial capital [3] - The "1+4" development strategy includes smart transportation as the core business, while expanding into public safety, smart cities, blue light storage, and home care [3][4] - The company aims to build a data-centric smart city operator through the integration of technology and culture [3] Group 2: Business Segments and Services - In the smart transportation sector, Yihualu has provided services to over 220 cities, with more than 100 million drivers served [3] - The company is implementing refined traffic management pilot projects in Xiamen, with plans to expand solutions nationwide [3] - In the public safety domain, Yihualu offers both hardware (cameras) and backend cloud services [3][4] Group 3: Blue Light Storage Development - Yihualu has established a joint venture with Panasonic for blue light storage, focusing on hardware sales and software development [4] - The Tianjin blue light storage data center is under construction, aiming for a scale of 2000PB [5] - Blue light storage offers advantages such as low energy consumption (5% of traditional hot storage), high stability, and long data retention (over 50 years) [5] Group 4: Financial Projections and Market Potential - The company anticipates significant market demand for blue light storage, with major clients like Industrial and Commercial Bank of China and potential orders from Facebook and Apple [5][6] - The projected revenue from blue light storage services is expected to surpass traditional sales due to lower data migration costs [5][6] Group 5: PPP Model and Competitive Advantage - Yihualu has initiated an 8 billion PPP fund and secured multiple PPP projects, demonstrating the effectiveness of this model in leveraging social capital [6][7] - The company plans to enhance cash flow through SPV companies and aims to expand its market share in public service and infrastructure projects [7][8] - The current market share between traditional and PPP models is 2:8, with a focus on accelerating the adoption of the PPP model [8]
易华录(300212) - 2016年7月6日投资者关系活动记录表