DNT(SZ:300245)2022-12-08 05:16Group 1: Company Strategy and Market Position - The company aims to expand into innovative business areas, leveraging open-source technologies to enhance its offerings [1] - The database cloud platform is a starting point for the company's new strategy, focusing on high performance and reliability [1][2] - The company plans to introduce more infrastructure products based on its accumulated experience and technology [2] Group 2: Market Trends and Competition - The server market is trending towards three main areas: non-structured databases (20%), OACP/OAEP (50%), and virtual pools (20%) [2] - The company anticipates that 7 to 8 provincial operators will purchase its database cloud platform products this year [2] - The company’s database cloud platform is currently priced higher than Huawei's, but it offers superior stability, speed, and performance [2][3] Group 3: Customer Engagement and Testing - Approximately 50 customers are in line for testing the database cloud platform, with 7 tests already completed [3] - The primary testing focus for customers includes analysis scenarios, starting from peripheral systems before moving to core systems [2][3] - The financial and telecommunications sectors show significant interest in the database cloud platform, particularly among small and medium-sized banks [3] Group 4: Future Developments and Risks - New products are expected to be launched following the establishment of a subsidiary in Hangzhou [3] - The company recognizes customer acceptance and the urgency of transitioning away from IOE as potential risks in new business development [3][4] - The company is committed to a future shift towards X86 architecture, which is becoming increasingly stable [4]