Thunisoft(SZ:300271)2023-06-30 10:14Group 1: Company Overview and Market Position - The company operates in the software and information technology services industry, which is a foundational and strategic sector for national economic and social development, playing a crucial role in the digital economy [2] - The main business areas include legal technology, educational informatization, and digitalization for government and enterprises, positioning the company as a leader in the domestic legal technology market and a key player in educational informatization [2] - The three business segments are aligned with national strategies, indicating clear digital development trends and urgent tasks, presenting significant market opportunities amid the digital transformation wave [2] Group 2: Legal Technology Developments - The company is leveraging advancements in general large models to enhance efficiency in client procedural and transactional work, with a strong emphasis on data and knowledge accuracy in legal technology applications [3] - The integration of large models with various legal business scenarios is expected to improve capabilities in legal point summarization, knowledge retrieval, and legal text generation, benefiting multiple sub-sectors within legal technology [3] - The company maintains a positive outlook on the long-term development of the legal technology market, driven by the national policies of "Rule of Law China" and "Digital China," with anticipated growth in demand for public and commercial legal services [3] Group 3: Strategic Partnerships and Future Outlook - The company has deepened its strategic cooperation with China Mobile, launching multiple joint solutions in areas such as 5G smart justice and government collaboration, achieving significant market penetration across 31 provinces [4] - The company is cautious about predicting full-year performance based on the first half's order situation, emphasizing the need to monitor market recovery and business progress [4] - Risks associated with new technology adoption and its impact on performance are acknowledged, with a reminder to investors about the uncertainties involved [4]