初灵信息(300250) - 2017年12月14日投资者关系活动记录表

Group 1: Company Overview - The company focuses on providing information data access solutions and has expanded through acquisitions, including Shenzhen Boruide and Beijing Shidake, to enhance its capabilities in big data access, mining, and application [1] - The company holds over 50% market share in DPI collection for Unicom and around 30% for Telecom and Mobile, establishing a strong technical foundation in the telecommunications industry [1] Group 2: Financial Performance - The company's profit in the first three quarters of the year has decreased year-on-year, primarily due to a significant decline in the parent company's performance [1] - The company has faced challenges with its small PTN product due to testing and other factors, leading to slower progress in winning bids across provinces [2] Group 3: Product Development and Market Strategy - New products such as PON long-distance products and high-speed copper axis modems have been actively promoted, with orders gradually forming in the third quarter [2] - The company is cautiously expanding its existing business in the cable broadband access sector due to slow payment and low gross margins from the broadcasting industry [2] Group 4: Business Progress and Partnerships - Boruide has met its performance commitments in the past two years, with a positive trend expected, while Beijing Shidake's performance has remained stable [2] - The company has developed customized services for major clients like ICBC and China Telecom, with over 100,000 enterprise users for its standard version of micro-add services [2] Group 5: Data Application and Monetization - The company is advancing its video big data processing and analysis platform, providing operators with multi-dimensional data analysis tools [3] - In the advertising sector, the company is leveraging user demand data for precise ad placement, which is a key method for monetizing data assets [3] - The company is collaborating with Jiucifang to develop credit reporting services, aiming to build a comprehensive big data industry chain [3]