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天玑科技(300245) - 2015年6月10日调研活动之接待投资机构调研活动纪要
DNTDNT(SZ:300245)2022-12-07 08:31

Group 1: Financial Platform Insights - Tianji Technology leverages its understanding of financial institutions and internet technology to build a bridge between traditional financial institutions and users, providing information dissemination and customer analysis [1] - The Yifu Financial Platform will primarily be an APP, with customer acquisition through partnerships [1] - The platform is expected to launch by the end of June 2015, with ongoing content enhancements planned [1] Group 2: Challenges and Regulations - The main challenge in developing the platform is the scarcity of talent in the internet finance sector, as it is not the company's core business [1] - The platform does not require a license as it only provides information, with products supplied by Shanghai Securities, which holds the necessary qualifications [1] Group 3: Financial Sector Focus - The financial sector is identified as a strategic focus for the company, with plans to develop products specifically for this industry, such as a MySQL version tailored for financial clients [2] - The company aims to enhance its domestic capabilities by moving away from IOE (IBM, Oracle, EMC) and focusing on X86 architecture and distributed storage solutions [2] Group 4: Competitive Landscape - The company acknowledges competitive pressure in traditional business areas, particularly from Huawei in the database cloud platform market [2] - Shareholder reductions are attributed to personal financial needs and risk management strategies, rather than company performance [2] Group 5: R&D and New Business Contributions - R&D investment is expected to increase compared to the previous year, focusing on database cloud platforms and distributed storage [3] - The database cloud platform is anticipated to make a significant contribution to the company's overall business structure, while the newly established Yifu platform is not expected to have a major immediate impact [3]