DNT(SZ:300245)2022-12-08 02:16Group 1: Database Cloud Platform Performance - The database cloud platform confirmed revenue from approximately 10 units last year, amounting to around 17-18 million RMB [1] - In Q1 2015, 3 units of the database cloud platform were confirmed [6] - As of now, about 10 units have been delivered this year, with additional projects expected in May [1] Group 2: Market and Sales Insights - The total number of units won in contracts with Zhejiang Telecom and Zhejiang Mobile is 9, with 2 units for Zhejiang Telecom and 7 for Zhejiang Mobile [1] - The external storage server market was approximately 130 billion RMB in 2014, while the X86 server market in China was about 390 billion RMB [4] - The company aims to increase market share through the development of distributors for sales [3] Group 3: Product Development and Strategy - The company plans to launch a distributed storage product in the second half of the year [6] - The database cloud platform's software is entirely self-developed [5] - The company is exploring the possibility of capitalizing on product R&D from the early stages [1] Group 4: Financial and Business Growth - Traditional business is expected to maintain stable growth, while new business segments are being developed to create new profit points [6] - The company has implemented an employee stock incentive plan to motivate core personnel [5] - The company is actively seeking suitable acquisition targets to enhance its growth strategy [6] Group 5: Competitive Landscape - The company perceives minimal impact from competitors like Inspur, as their products target different market segments [4] - The "Go IOE" policy is expected to have a positive long-term impact on the company's procurement tendencies [6] - The company believes that the recent contract wins will have significant demonstration effects for future market expansion [6]