DNT(SZ:300245)2022-12-05 02:01Group 1: Product Overview - The company's database integrated machine sales accounted for over 95% of its self-owned product sales in 2016, primarily driven by the integrated machine product line [1] - PBdata, PriData, and phegdata are three products targeting different market segments, all based on a distributed storage architecture [2] - PBdata is priced around 1 million RMB for a 2+3 configuration, which is approximately one-third of the original manufacturer's price [3] Group 2: Market Position and Competition - The integrated machine is primarily sold to industries with high data processing needs, such as telecommunications, finance, and logistics [4] - The company claims a slightly higher market share in integrated machines compared to Huawei, its main competitor [5] - The market for integrated machines is substantial, with traditional small machine markets estimated at 10 billion RMB annually [6] Group 3: Energy Efficiency and Environmental Impact - The integrated machine significantly reduces energy consumption, with a decrease in the number of hard drives from thousands to just a few, leading to a reduction in power consumption by several times [7] Group 4: Strategic Projects - The Smart Data Center project aims to transition traditional data centers to smart data centers, enhancing resource management and utilization [8] - The Smart Communication Cloud project provides a complete call center and customer service platform, reducing operational costs for enterprises [9] Group 5: Financial Performance and Future Outlook - Traditional business revenue and gross margin have slightly declined, with a projected annual increase of 10% in labor costs [10] - The company aims to maintain stable gross margins despite lower margins from mobile procurement projects [11] - Future development will focus on both traditional and new business areas, particularly the integrated machine [12]